Change Management Form

[Sue]

I have created a form using InfoPath. What I want to happen is:

1. The user fills out the form to request a change
2. The user sends a notification to their supervisor/director that says
there is a form out there that needs to be approved.
3. The supervisor/director goes to the same form and approves or disapproves
the change
4. Once a week we have a meeting where I will pull up all the approved
changes for the next week and a discussion ensue.

My problem is number 2 and 3. How do I get the notification to the director?
I figured out how to get it to e-mail one person, but the notification may go
to several different people.

Is this going to have to be done by programming?

Any suggestions would be appreciated

 

[Franck Dauché]

Hi Sue,

If you send the email by code (C#) you can CC as many people as possible:
EmailAdapter oEmail = (EmailAdapter)thisXDocument.DataAdapters["Email
Submit"];
oEmail.To = "";
oEmail.CC = ""; <------------ CC your form to as many people as you want!
oEmail.Subject = "";
oEmail.Intro = "";
oEmail.Submit();

Regards,

Franck Dauché

 

[Sue]

Thank you. I will give it a try.

Hi Sue,

If you send the email by code (C#) you can CC as many people as possible:
EmailAdapter oEmail = (EmailAdapter)thisXDocument.DataAdapters["Email
Submit"];
oEmail.To = "";
oEmail.CC = ""; <------------ CC your form to as many people as you want!
oEmail.Subject = "";
oEmail.Intro = "";
oEmail.Submit();

Regards,

Franck Dauché

I have created a form using InfoPath. What I want to happen is:

1. The user fills out the form to request a change
2. The user sends a notification to their supervisor/director that says
there is a form out there that needs to be approved.
3. The supervisor/director goes to the same form and approves or disapproves
the change
4. Once a week we have a meeting where I will pull up all the approved
changes for the next week and a discussion ensue.

My problem is number 2 and 3. How do I get the notification to the director?
I figured out how to get it to e-mail one person, but the notification may go
to several different people.

Is this going to have to be done by programming?

Any suggestions would be appreciated

 

[Franck Dauché]

My pleasure.
Don't hesitate to open a new thread in case you are experiencing any issue.

Franck

Thank you. I will give it a try.

Hi Sue,

If you send the email by code (C#) you can CC as many people as possible:
EmailAdapter oEmail = (EmailAdapter)thisXDocument.DataAdapters["Email
Submit"];
oEmail.To = "";
oEmail.CC = ""; <------------ CC your form to as many people as you want!
oEmail.Subject = "";
oEmail.Intro = "";
oEmail.Submit();

Regards,

Franck Dauché

I have created a form using InfoPath. What I want to happen is:

1. The user fills out the form to request a change
2. The user sends a notification to their supervisor/director that says
there is a form out there that needs to be approved.
3. The supervisor/director goes to the same form and approves or disapproves
the change
4. Once a week we have a meeting where I will pull up all the approved
changes for the next week and a discussion ensue.

My problem is number 2 and 3. How do I get the notification to the director?
I figured out how to get it to e-mail one person, but the notification may go
to several different people.

Is this going to have to be done by programming?

Any suggestions would be appreciated

 

[rem100]

Or, if you are hosting your form in a SharePoint Form Library, you
could use SharePoint's "Alert Me" functionality...

 

[Sue]

If I use the "Alert Me" functionality, everyone who had it set would get the
notification. I just want the director of the person putting in the request
to get the notification.

Thank you anyway, though. It was a good thought.

 

[Ryan Wheeler]

Hi Sue,

SharePoint Reminder might do what you want (disclaimer - its a product my
company sells!)

If your infopath form contains a field for the director/approver and you put
this in a field of the document libarary you could setup SharePoint Reminder
to do the following.

1) Email the approver when the document has been added
2) Email the document owner once its been approved
3) Email a supervisor if the document hasn't been approved within a certain
timeframe.

Its very flexible and there are lots more scenarios you could cover and
there is a free Community License available. Check it out if you think it
could fit the bill and don't hesitate to email me if you have any further
questions.

http://www.pentalogic.net/SharePointReminder

Regards...Ryan