I am currently trying to create a form in Outlook. I want to be able to send this form to different people so that they can make changes to the form and send those changes back to me as a response.
I have a published form in the meantime. My current problem: The recipient does not see the form until he "undocks" the email from the Outlook app and the changes made there are not transmitted to me; I just get an empty form. How or where can I save this data that the recipients enter? I am grateful for any help!
The form definition includes all the fields and the code that you add to the form. As a general rule, publish the form definition to a forms library instead of sending the form definition with the item. If you cannot publish your form to a forms library, you can select the Send form definition with item check box on the Properties page so that other users can see the form pages when they receive items that are composed by using the form.
Forms that you only intend to use once and not publish are referred to as one-off forms. Because of security concerns with one-off forms, users might not see the form correctly when they open items sent to them with a one-off form. In this case, sending the form definition with the one-off form provides the necessary information required to display the form correctly for the users.
To change how users reply to your form, click the Actions page. The Actions page lists the default Reply forms that are available. You can also add your own custom Reply forms. For example, forms based on a new email message have built-in Reply, Reply to All, Forward, and Reply to Folder forms. When users receive your form, the form contains buttons and menu commands so that users can respond to the form. You can disable some or all of these default forms and set attributes that define how these Reply forms appear.
Read more about that in the Create an Outlook Form section of MSDN.
Related
I'm looking to create an Add-In for Outlook that allows users to save emails, which are saved against a company in our system. Currently this works by the user opening an email and clicking a button I've created which opens the taskpane containing a form (which asks the user to select a company against which the email will be saved, and optionally provide an email description), whereupon pressing 'save' the email's ID and other relevant information are sent to an API which fetches the email from the rest API and saves the file in our system.
This technically works, though ideally I would like some functionality along the lines of:
User sends an email
my add-in to ask the user if they want to save the email immediately after they sending
If 'yes' is clicked, for the email saving form to appear in either the taskpane or a separate window so it can be saved
This is simply so they don't have to navigate through to their sent messages after sending and save them manually.
Currently I have tried using the ItemSend event for this, however it seems this is more for appending things to the email before it sends rather than after, and I don't seem to be able to use this event to get the email item or its ID. I had thought about potentially using the event to send the email to a custom mailbox and have it save as a result of this using a flow of some kind, however I think this would be rather difficult to implement due to needing user input to save the email in our system.
We are using the OOTB Approval workflow for some tasks that is kicked off when a user enters info on a custom InfoPath form and clicks submit. The user receives the OOTB email with instructions to 1. Review the task 2. Perform the activities for the task and then 3. Use the Open this Task button within Outlook to approve/reject the task.
When the user clicks to review the task, it opens our InfoPath form that was used to create the item so they can review it. Here, I would like to add buttons for Approving and Rejecting the item so that the user does not have to go back into Outlook and use the Open Task option.
I have looked at the OOTB InfoPath form that Outlook opens with approve/reject but the data connections appear to be related only to that form and I cannot seem to recreate them. I think I need to submit the Approve/Reject strings somehow to some list/data location but I'm not sure how to do this.
How can I add Approve/Reject buttons to my InfoPath form that will approve/reject an OOTB workflow task?
If you are using the task list just for approve/reject, I would suggest not to create the task at all. Add a field in the infopath form with option of Approve/Reject and based on its value you can just change the workflow status of the item as approve/reject.
I am new in Outlook custom forms. I am working with Outlook 2013. I have work to create a form with 4 drop downs, 2 radio buttons and 1 text box. I designed the form properly using developer tools in Outlook, but when I send the mail after running the form no data is sent with the mail that I typed in the TextBox. The second problem is that I have no idea how I can set the value in ComboBoxes and RadioButtons and send them with mail.
You need to associate custom controls with user properties that may contain values between sessions. See Customizing Outlook Message Forms for more information.
I'm trying to make a simple view based application.
I want to receive information with the content of text fields when user filled text fields and hits the submit button.
The way I do this doesn't matter so much. It can be done by sending information to a web server or sending information to my e-mail in background. Actually it seems easier to do it via e-mail.
I just want to know what the user wrote on text fields when he hit the submit button.
Hi
I am new to Infopath ,SharePoint2010.
I have a form library where user can complete a form. It allows user to save incomplete form. Once they complete the form , it will allow user to submit the form. However, When saving the form , it will create new form and save into the form library ,when submit the form it will create another form in the same form library. How can I make sure that when user submit the form , it will use the current saved form.
Can this achievable or I am asking too much?
Best practice is to use submit to Sharepoint rather than save.
That way you can control where and with what name the documents are saved.
Also it is one click for the users.
It sounds like you need to turn off the reminder to save in the form options. That way the users will not be prompted.
To keep the file name from changing you need to only calculate it when the form is initially completed.
Create a file name filed in the form. If it is blank on open set it to username+date. That way the first time the form is opened it is set but after that it does not change. Then in your submit data connection use the filename field as the file name.