Solved

InfoPath, Email and SharePoint Designer Workflow

Posted on 2014-01-31
1
1,140 Views
Last Modified: 2014-03-28
I have an Infopath form that is connected to a SharePoint List. The client wants to be able to send an email by clicking a button in an InfoPath form. He wants to include in the email:
To: Multiple people from  a list in the form - SP Groups and individuals
CC: same above
Subject: Change as needed per email
Body: certain fields in the form and sometimes all fields in the form. Also in the body they want to be able to add their own content which could be quite a bit.

Can this be done in Outlook to include the above. I know I can create a SP Designer workflow from the sharepoint list, and include the fields I need, but not sure about the multiple people in the To field and if I create a comments section for the email body it will be viewed in the form.

So basically they would like to combine two options: auto fields from SP designer workflow and ability to edit in Outlook before they send the email. Is this possible?
0
Comment
Question by:MelodyJT
1 Comment
 
LVL 28

Accepted Solution

by:
clayfox earned 500 total points
ID: 39825556
For the InfoPath email, you need the email addresses in one field separated by semicolons, just like they would be in InfoPath.

So have the user mark the recipients and concatenate the email to a To field with a semicolon.

Then use the To field for the email submit.  The issue gets tricky when they want to remove one but you can have them start over.

You can also give them the to field and the body field to edit, in the same way as outlook, or they can when Outlook pops up.
0

Featured Post

PRTG Network Monitor: Intuitive Network Monitoring

Network Monitoring is essential to ensure that computer systems and network devices are running. Use PRTG to monitor LANs, servers, websites, applications and devices, bandwidth, virtual environments, remote systems, IoT, and many more. PRTG is easy to set up & use.

Question has a verified solution.

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

Outlook Free & Paid Tools
In this step by step procedure, you will come to know the details of creating an Outlook meeting in 2007, 2010, 2013 & 2016.
To add imagery to an HTML email signature, you have two options available to you. You can either add a logo/image by embedding it directly into the signature or hosting it externally and linking to it. The vast majority of email clients display l…
This video shows how to remove a single email address from the Outlook 2010 Auto Suggestion memory. NOTE: For Outlook 2016 and 2013 perform the exact same steps. Open a new email: Click the New email button in Outlook. Start typing the address: …

803 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