Searching Form

D

dsmerda

I was wondering how I would go about doing this. I want to be able to creat
a form and after the person clicks on the submit button I want a email sent
out to multiple people and then from there I want that form stored in a read
only format. And give the people the ability to eithe search by name or a
referance number. How would I go about setting that up? I am currently
working on the form portion of things
 
S

Scott L. Heim [MSFT]

Hi,

I'll try to address each section of your request individually.

- I want to be able to create a form and after the person clicks on the
submit button I want an email sent out to multiple people.
need to add separate data connections for each e-mail as well as the "main"
submit. In this way, you would actually add a "Rule" to the button and the
rule will contain multiple "actions." Each of those actions would be a
separate "submit." One for your main submit (the document/data ) and the
others would be your e-mail connections.

- I want that form stored in a read only format.
turn a "View" to read-only. What you can look at doing is using, say, a
check box that gets checked when you execute your submit. You could then
set conditional formatting on your controls that sets that control to
read-only if the check box is true.

- And give the people the ability to either search by name or a reference
number.
search is there by default. If your form is based on a web service, then
the ability to search is dependent upon your creating the "retrieve" web
method appropriately. Lastly, if you are creating your form simply by
dragging and dropping controls on the InfoPath form then you will probably
want to look at having your controls in a repeating section/table and using
filters to limit the data based upon the data entered in your search fields.

The above are just suggestions...there may be other folks out there that
could provide additional ways to accomplish what you desire as well.

Best regards,

Scott L. Heim
Microsoft Developer Support

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

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top