Still celebrating National IT Professionals Day with 3 months of free Premium Membership. Use Code ITDAY17

x
?
Solved

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

Posted on 2011-03-08
1
Medium Priority
?
222 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
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
1 Comment
 
LVL 8

Accepted Solution

by:
nsyyoung earned 2000 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

Back Up Your Microsoft Windows Server®

Back up all your Microsoft Windows Server – on-premises, in remote locations, in private and hybrid clouds. Your entire Windows Server will be backed up in one easy step with patented, block-level disk imaging. We achieve RTOs (recovery time objectives) as low as 15 seconds.

Question has a verified solution.

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

I wanted to share this with fellow Experts, who might not know. How often have you wanted to learn something, only to be set back by either restrictions imposed on "trial" or "evaluation" software?  How often have you had to rebuild a home networ…
Article by: Leon
Software Metering within our group of companies has always been an afterthought until auditing of software and licensing became a pain point. Orchestrator and SCCM metering gave us the answer and it was an exciting process.
Viewers will learn how to maximize accessibility options in an Excel workbook for users with accessibility issues.
The viewer will learn how to create a normally distributed random variable in Excel, use a normal distribution to simulate the return on an investment over a period of years, Create a Monte Carlo simulation using a normal random variable, and calcul…

722 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