Routing of email submissions

[Jamesy]

Hi folks,
I am currently working on a travel request form. I've got a bunch of
data-sources populating this that and the other based upon various pieces of
input. The part that I'm stuck on though is the routing of the request.

The idea is that the user submits the travel request. The request is then
routed to the approver who either approves or rejects. If it's a rejection,
then a "Reason why" needs to go back to the submitter. If it's an approval,
then the whole whing - with a few extra fields filled in by the Approver -
needs to be routed to the travel folks.

Sounds so easy doesn't it! But I am totally stumped. Any help would be very
gratefully received.

TIA

 

[Scott L. Heim [MSFT]]

Hi James,

I am probably missing something here but could you not use a drop-down list
that displays e-mail names and then have an "e-mail submit adapter" that
gets the "To" information from this drop-down list?

I realize this may be a simplistic answer so if I am not understanding,
please let me know what I may be missing from the picture.

Thanks!

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Jamesy]

Hi Scott - thanks for the reply.

It's probably me explaining things poorly! The email addresses are
data-driven; If the requestor ticks a "Project Based" box to indicate that
the charge of the travel is related to a project, then the approval needs to
be routed to the relevant project manager - taken from a SQL Server database
and based upon a drop-down of active projects that "appears" when the box is
checked.

If the box is unchecked, then the request is routed to their line manager -
taken from a different database.

It may be that I can populate some "hidden field" with an email value based
upon either the requestors name being filled in and overwritten with a
different value should the project drop-down be activated and a value
selected from there - but I don't know how this would work.

I hope this makes more sense.

All the best,

Jamesy

 

[Scott L. Heim [MSFT]]

Hi Jamsey,

I think the "hidden" field option would probably work as you need. This is
the field that the "To" argument of your e-mail submit data connection
would look to and you can certainly populate this with default text.
However, what you could also do would be to add a Rule to maybe the check
box you referenced with a "condition" indicating that when this check box
is "True" then set this field's value (meaning the hidden field) to some
e-mail address.

Does that help?

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Jamesy]

Hi Scott,
Thanks for that information. I've _very_ new to Infopath - so haven't worked
out how to populate a field with data based upon an action on another.

All the best,

Jamesy

 

[Scott L. Heim [MSFT]]

Hi Jamesy,

In most cases, you could use a "Rule." Right-click on the control, choose
Properties and click the Rules button. When you click the Add button, you
will have the option to add an "Action" - to set another fields value
choose the action: "Set a field's value" and then use the button below that
option to select your field!

I hope this helps!

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Jamesy]

Scott - that's very helpful thankyou.

I've even worked out how to base the value on a lookup.

Once again, I can't thank you enough!

 

[Scott L. Heim [MSFT]]

That's great to hear!

It was my pleasure to help...

Take care,

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.