thomasdavis
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Help with infopath 2010 and sharepoint 2010
I'm trying to create a helpdesk form which i've got completed so far and published to sharepoint using infopath designer 2010. I have the submit button created that sends the form to the library and then closes the form when the fields are entered.
This is what I need help with or even if it’s possible. I want that button to also automatically create a SharePoint alert to that single form that was created when they clicked on submit.
For instances if a user needs help with a computer issue they fill out the form click submit and then it would create an alert for that specific form to their account and they would receive email alerts when any field or comments are added, modified or changed.
Any advice is appreciated or point me in the right direction..
Thanks
This is what I need help with or even if it’s possible. I want that button to also automatically create a SharePoint alert to that single form that was created when they clicked on submit.
For instances if a user needs help with a computer issue they fill out the form click submit and then it would create an alert for that specific form to their account and they would receive email alerts when any field or comments are added, modified or changed.
Any advice is appreciated or point me in the right direction..
Thanks
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So you would create a workflow tied to the "created by" field in order for the user that created the so called ticket to receive emails on anything modified to it? hopefully that makes sense.
Yes that is correct... if you would like the email to be sent after every modification...
Use the Send Email Action, click on "These users" in the TO: field, select Workflow Lookup for a User, then select "created by"
make sure in the workflow settings you switch it from manually to "Start workflow automatically when an item is changed"
Use the Send Email Action, click on "These users" in the TO: field, select Workflow Lookup for a User, then select "created by"
make sure in the workflow settings you switch it from manually to "Start workflow automatically when an item is changed"
ASKER
What do i enter for the first step so it works for all modifications to the form? Does this look right?
workflow.JPG
workflow.JPG
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Awesome., thanks for your help. It works like a charm.
http://plexhosted.com/billing/knowledgebase/226/How-to-create-a-simple-approval-workflow-in-SharePoint-Designer.html