How to create an automatic alert / message?

[Emma]

I have created a form in Infopath that needs to be filled out by about 10
peolpe in a specific order ( and is kept in cnetral location for all to
access). However, only one person can fill form out at a time to avoid
duplication.
How can I create an automatic email alert system that sends an email to
`user 2` to inform them to carry out their task once `user 1` has completed
their part? Could I create an alert within a box ( once clicked by user 1)?
I am a new user to Infopath but would really appreaciate some help.

Thanks in advance.

 

[Franck Dauché]

Hi Emma,

On way to tackle this is to have a button on your form to Submit with code
behind. In there, you can send an email through code. You ca also store the
status of your form in a node so that the form knows which email to use.
It could be as simple as storing the step number in a hidden node: 1 through
10, and using a Case statement in your code to decide which email to use.

As an alternative, you could have have multiple submit buttons in your form
(each one sending an email to the appropriate user). The buttons would
show/hide based on rules, so that only one button is active at one time.
Step 1, button 1 is visible. Once clicked, email is sent, button 2 is
visible, button 1 is hidden, etc.

Hope that it helps.

Regards,

Franck Dauché

 

[Jose Emilio Leon]

Emma,

Besides Frank solution, you can also take a look at our product, Procx,
which allows you to model this kind of business processes, configure alerts
and provides integration with InfoPath.

You can get more information here:

http://www.skyxoft.com/procx

HTH,

Jose Leon
SkyXoft
It's not just workflow. It's about the process.
http://www.businessandprocess.com