I'm trying to send an email to a person who submitted a new project request as part of a SharePoint Designer workflow using a project detail page (PDP) in Microsoft Project Server 2016.
Email recipient will be different in each time since different people can submit a project request and the workflow needs to determine the email address of the person who submitted the request and emails the person.
I cannot find a way to set up the email recipient in SharePoint Designer 2013 to accomplish this task.
I found the following URL on this subject http://mundrisoft.com/tech-bytes/how-to-send-an-email-using-workflow-when-items-are-created-or-updated-in-sharepoint/.
However, the step 6 on this page does not provide enough details on how to set up the recipient email automatically in the SharePoint Designer 2013 workflow.
Is this possible? Can you please help?
Thank you,
Have you selected the "directory book" to the right of the To: field? If so, what options do you see available?
It's pretty straight forward
In recipient field To: click on directory book then select "Workflow lookup for user" in menu, then in Data source give Workflow context and select Initiator. It will be the user who initiated the workflow i.e added in new request OR if the workflow is set to run on Item Edit as well then "Initiator" can also contain the user who modified.
see snapshot
BUT since Current Item is also available in menu you can always select "Created by" "Modified by" fields in recipient list against label To:
Related
I have added action to send approval in power automate. But in email I can see created by name as who has last updated the flow. Is there any way we can remove created by or customize the approval email body or any other way I can handle this? I need only requested by name here(who has created a list item). Here is the image for reference,
Thank you !!
I believe that you found your solution. However, my take on your question is as the attached.
1.Ensure you select "Custom Responses-..." for your approval type.
2.Feel free to customized your own email body in the "details" section.
This is how you do it
The customized email
Hope this solution solves your issues.
I have a workflow in SharePoint 2013 that sends out emails to the user whenever their requests gets worked on. They however also get an email that says "A workflow has been initiated on the following list item".
Is there any way to disble that email from being generated or sent to the requestor?
Please advise, thank you.
With SharePoint Designer, you can change or simply remove the initial email send to the Author.
There are some workaround to do, since you'll have to copy the OOTB Workflow before editing him.
I have an Idea but could not find out if it is possible. I will line out, what I want to do and hope that someone can tell me, if it is possible.
I want to collect structured Information from many people within but also outside my organisation (LAN). The Information is very easy Say X = ?, Y = ? to M = ?. The Idea is to send out the request via Email and let the people respond to a SharePoint Email Address (I know that there is the possibility for example for document libraries to receive emails). Now the trick would be to extract the Information automatically into a SharePoint list which I can use further.
Is that possible? I found some Information on InfoPath and Form Libraries but I can't find a concrete example where a Information extraction takes place from an Email content.
Thanks a lot for your help!
Richard
I'd say create 2 lists, one for the email submission and another for the replies. The first list that handles the email submissions is going to hold all the information you want to tell your recipients. From there, you kick off a Visual Studios workflow that you deploy to your farm. In this workflow, you customize the Send Email From Address to the "incoming email" address to the second list. You then can take the replies and extract the information there. In summary:
List 1 - Email Submission
List 2 - Email Replies
List 1 has a Visual Studios workflow assigned to it called "Submit Request"
When a new List 1 item is created, the workflow uses the fields in the list item and puts it in your email inside the workflow.
"Submit Request" workflow customizes the Send From address to an email address (i.e. InfoRequest#sharepoint.com)
Set the incoming email of List 2 as that email address (InfoRequest#sharepoint.com)
You may be able to edit the from address using REST in sharepoint 2013 workflows. Check out this link: http://blogs.msdn.com/b/spses/archive/2014/10/24/you-can-t-specify-the-from-address-for-email-messages-when-you-use-the-quot-send-an-email-quot-option-from-a-sharepoint-designer-2013-workflow-action.aspx
A customer wants an e-mail notification sent to a select group of people when a new InfoPath form is submitted to a particular Document Library on their SharePoint 2007 setup.
Easy, right? Use a custom set of rules for an e-mail submission in InfoPath, plop in the addresses, use a fancy equation to construct a useful e-mail subject line... and done. Worked like a charm. Problem solved in just a few minutes...
However, the customer doesn't want the whole form e-mailed out or even attached to the e-mail. They only want a few select fields from the form in a very simple message.
I've tried writing an ItemAdded event handler from the SPItemEventReceiver base class, but it doesn't seem to do anything. Yes, I added the event handler to the GAC and created a Feature.xml and Elements.xml to register the event handler with SharePoint. But, I'm not sure if this is even the right event to customize. Is an item in a Document Library the same as an item in a List?
Has anyone had luck doing a similar e-mail notification event? Is there an easier way to accomplish what I'm attempting? Perhaps there's a way to do this easily through the SharePoint interface or edit the contents of the e-mail submission rule to be a simplified version of the form?
Any advice is greatly appreciated!
How about a very simple SharePoint Designer workflow that is triggered when the form is uploaded. From there you send an email and include content of the (exported) columns in an email body.
When I make a meeting in Outlook, the recipient gets a approve/reject button in the top of the email. I'd like to do a similar thing with SharePoint: when a task is created, an email is sent to the person the task is assigned to, and the email asks the recipient to either accept or reject the task. I've seen demos of people doing this with a custom ASPx page, but I'd like to make it directly in the email. How should I go about doing that?
I'm used to making workflows in Visual Studio, so I'm happy with code examples for setting up an email and/or parsing the response
Cheers
Nik
The approve/reject buttons in Outlook shows up because the email is in the iCalendar format. I dont know if this is the best way, but you can send out your own iCalendar emails using C# code and set the response email to a mail server you control. From that mail server you can process the email and use the SharePoint WebService API to approve the item in SharePoint.
I like JMD's suggestion but I don't know how you'd interact with SharePoint from the mail server.
It might be a easier to send an HTML-formatted email with two links (...) for the Accept and Reject buttons. You could use CSS to format them so that they look like real buttons.
You could then create an ASPX page (or better an IHttpHandler implementation) to perform an action based on parameters passed to it via a URL. You'd want to pass in the site, web and list details and the list item ID along with a value to indicate whether the item is approved or rejected.
Then set the URLs of your "buttons" in the email to call your handler and pass in the appropriate parameter values.
The downside to this is that the "buttons" would be part of the message body and not part of the Outlook chrome but, on the other hand, they would be usable from any email client.