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Infopath Forms: Button to open save dialog box

Posted on 2013-01-22
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Last Modified: 2013-02-06
Hello, I'm trying to add two buttons to my InfoPath form that will be shortcuts to standard functionality in the file menu (most of my users are new to InfoPath, and putting a button on the form is easier than writing instructions).  I need two buttons:

Save a Local Copy: allows the user to save a local copy of the form to their desktop (standard save-as functionality)

Attach to Email: allows the user to use the 'Save & Send' feature to Send a snap shot via outlook.

I thought that this would be pretty straight forward, but I'm having a lot of trouble finding any code snippits that actually work in InfoPath's VB editor.  I'm using InfoPath 2010 to develop the form, but many of my users have InfoPath 2007 (I'm not sure if that matters).
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Question by:JamesCbury
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Clay Fox earned 1500 total points
ID: 38806230
I would try just using InfoPath designer.

Create 2 submit data connections with the wizard.

1 to save to a network share.
To do a true save as you cannot write a button, at least not easily.  Typically it is not best practice anyway.  For a form solution you will want to use standard file naming practices so that you control the files.  Use unique data from the form or time stamps but setup a designated path for all "saved" forms.

2 to submit to email.
You can choose to send the view or the form attached, but it is straightforward.
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Author Closing Comment

by:JamesCbury
ID: 38861627
Thanks for the advice, sorry for the delay in getting back... My project got sidelined for the time being.
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