Trying to Submit InfoPath Form to SharePoint Library & Send Emails

[Charles Simpson]

Hi Everyone,

I trust that everyone is having a wonderful Valentines Day!

I added a Submit button to my form that saves the form in a SharePoint
library and then closes the form for the user. This works wonderfully.
However, I'd also like to send an email notification to select users when a
new form is saved. I'd like this "notification email" to contain select
information from inside the form ... but the form itself will not be attached.

Anyone know how I can do this?

I'm using InfoPath 2003. Thanks!

 

[Charles Simpson]

OK, I figured out how to do this by adding a second data connection that
sends the email and then modifying the rules on my existing submit button to
submit the form to the email data connection.

But I'm having trouble now with figuring out a way for the email to be sent
to the user who submitted the form. How can I get InfoPath to know who the
submitter was? The "userName" function is not compatible with InfoPath 2003
.... ugh. So I can't use that in the To: field.

Any ideas?

 

[CW]

That's right you have a second data connection that will send the
email. You'd pull the email info form the email field on the form or
from a secondary data source. you can have the email subject line just
send a small message including a link directly to the form in addition
to having the form attached. Depends on the type of process you use.

So using your email notification data connection in the To: text box
you can click (fx) and insert the email field the in subject you have
to again use the (fx) button to insert a concatenated function
something like:

concat("EDR Form Completed. See published file at - http://servername/
sites/sitename/edr/", FieldName1, FieldName2, ".xml")

This'll work for you I'm sure.

CW

 

[Charles Simpson]

Thanks CW

None of this may work for me now because I did not know that the email data
connection requires the Outlook client. <Ugh> We use Lotus Notes and Lotus
Notes is the default email client on each workstation that will be filling
out the form. But when I tested the form with the email data connection, it
tried to open the Outlook Setup wizard.

Is there any way to get this to work? I'd like the email distro to be
stored in the template but I don't want the email to be sent by the user.
I'd like it to be sent via SMTP by the server.

Thanks!