Solved

Is there a way to create a form in Outlook that will generate a template email?

Posted on 2011-03-08
1
206 Views
Last Modified: 2012-05-11
We are migrating from GroupWise to Outlook. Our contact center has been using a GroupWise Add In that presents the agent with a form. They fill in various criteria and click "Submit" and Groupwise creates a memo with the personalized information taken from the form fields. This is critical to their day to day operations, and we will need to duplicate this in Outlook. I'm aware that InfoPath may be part of the solution but need more details...
0
Comment
Question by:JoelyMcD
1 Comment
 
LVL 8

Accepted Solution

by:
nsyyoung earned 500 total points
ID: 35071457
You can create an InfoPath form with your desired fields, then add a submit data connection that sends an email message.

1. create data connection > submit data > as an email message > To, CC, BCC, Subject Fx [select from form fields] > send the active view of the form (no attachment) OR send the form as an attachment> name the connection

2. Button > Rules > Add Action > Submit using a data connection > select the data connection you created

Hope this helps.
N.
0

Featured Post

U.S. Department of Agriculture and Acronis Access

With the new era of mobile computing, smartphones and tablets, wireless communications and cloud services, the USDA sought to take advantage of a mobilized workforce and the blurring lines between personal and corporate computing resources.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Problem: You created a new custom form in Outlook for your contacts (added fields, deleted fields, changed the layout of fields, whatever) and made it the default form for contacts. The good news is that all new contacts will utilize the new form. T…
Deploying a Microsoft Access application in a Citrix environment is not difficult but takes a few steps. However, Citrix system people are often of little help, as they typically know next to nothing about Access. The script provided here will take …
Viewers will learn the different options available in the Backstage view in Excel 2013.
The viewer will learn how to create two correlated normally distributed random variables in Excel, use a normal distribution to simulate the return on different levels of investment in each of the two funds over a period of ten years, and, create a …

863 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

19 Experts available now in Live!

Get 1:1 Help Now