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Open Outlook from InfoPath and attach PDF

Posted on 2011-03-11
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Last Modified: 2012-05-11
Experts,

I have an Infopath from that is published to a Sharepoint site. The form is filled out by the employee and after completing it they click a button that exports it to a PDF. The PDF is saved to another document library on sharepoint and all done using VB Script.

The forms (PDF format) are then accessed by another employee which then attaches it an email template and sends it off to our customers.

I am trying to eliminate this step. At the moment the employee converts the InfoPath form to a PDF, I would like to:
  1) Create a button that opens an Outlook Template stored in Sharepoint
  2) Attaches the newly created PDF

Currently I have a field in the Infopath form that uses the concat function to create the file name, extension, and path for the PDF. Simply put, I need to take the value from that fields to locate the PDF to attach all using VB. Any help would be much appreciated. Thank you
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Question by:spaced45
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Clay Fox earned 2000 total points
ID: 35116034
First, you can create a submit data connection to email.

This can be accessed to create the message.

Then you can create a field which can store the PDF.  With code you can automate the attached file control to embed the PDF within the form. Using the path to the SP Library and the file name to get the exact file you want.

Then it is just a matter of the logic and process.

I assume these are client based forms, but with the standard email functionality, you can set the subject and intro or I have create a specific view before which becomes the body. Since you want to attach the PDF rather than the XML this is probably a better way to go.  Also the user will have to approve the send, which Outlook requires because of Spam.  Otherwise you would need code and SMTP to get around this.

Good Luck
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