On my forms I have a button to send the form to the next person for approval and stuff.
One thing we find very annoying is the preview in the email.
It only leaves a small text area for emailing in case of forwarding or replying.
In Infopath 2003 you only got an attachment you could click on to open the form, but if needed you could reply or forward the email as a regular email with all the space you need for the content.
In the Advance form options there is a section E-Mail Attachements and I switched off the tickbox "always send the current view...".
But still I get the email with the view in it.
Also opening the email will open the form now.
How can I switch these features off in Infopath 2010?
rg,
Eric
found my answer.
On the Advanced options screen, in the section Email attachements, I also switched off the option at the bottom "Enable Infopath email form functionality for this form template"
Now I have an email with the view, but shown as an image and I can write as much text above it as I want to.
Related
I have a requirement wherein on click of button on a dialog, I want an email draft that will popup in Outlook so that any message can be customized before sharing the same.
This is to be integrated in Angular/Nodejs Application.
I assume below possibilities on same.
1.Using Angular to display emailsIds to which mail would be sent
2.On click of "send Email" button,there would be a nodeJs service call that would open Outlook with prepopulated emailIds selected from first screen and using node-outlook library setup up outlook call.
https://www.npmjs.com/package/node-outlook
Please suggest if any better approach possible for same and also if anyone has worked on such requirement a working demo code would be very helpful to build this on.
You could probably use window.open and mailTo protocol to open the email draft at client end.
window.open('mailto:abc#gmail.com;xyz#gmail.com?cc=pqr#gmail.com&subject=Subject&body=Hello World', '_self');
All Details required to be displayed on the mail could be fetched through node service calls.
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:
I am trying to figure out how to email out one item from a list by when you have an item clicking on a button as a web part. Sort of like when you create a print button and it prints out just the one item.
I don't want all of my users to have to download anything. Is there a way just to code the webpart to create a button where your outlook email pops up with a new email and the list item and details are in the body of the email?
While it is possible to build a button that would use JavaScript to scrape the contents of a specific element on a page (since you are building client side script) and put them into the body of an email, there's a lot of formatting issues that can arise there since non-text elements might be lost, styling might drop off and there's the potential for XSS, etc. You would also have to edit the item template for that button to show up.
You can also build a custom action that sends the content of the item through email with a workflow. This requires a bit of dev work in SharePoint that you may or may not be familiar with.
Additionally, if they don't have access to that site, why would you automate sending them content from it? If it's content they should have access to, why not put it in a list/library that is more tailored to their permission level?
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.