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Email Form as PDF in Sharepoint Online

Last post 07-20-2018 12:31 PM by Wheels. 1 replies.
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  • 11-07-2017 09:06 PM

    Email Form as PDF in Sharepoint Online

    Hi Guys, We currently have a Staff Exit Browser Form that when Submitted, adds the completed form to a SharePoint library. The SharePoint Library then Sends an email Alert with a link to the new xml form. The email is very User Unfriendly and looks like this:

    Staff Exit Request - xxxxxx... has been added (Username) 8/11/2017 2:28 PM

    Title: Staff Exit Request - (Staff Member's Name) 2017-11-08.xml

    Filler First Name: xxxx

    Filler Last Name: xxxxx

    Todays Date: DD/MM/YYYY

    Filler Team Leader: xxxx

    Last Name: xxxx

    Contact Number: xxxx

    Team: xxxx

    Team Leader: xxxxx

    Assistant Director: xxxxx

    Last Working Day: DD/MM/YYYY

    Already Left: Yes

    Network Access Yes No: No

    Folders Required:

    Network Access Date End:

    Mailbox Access Yes No: No

    Mailbox Access Until:

    Other User Mailbox Access Yes No: No

    Other User Mailbox Access Name:

    Other User Mailbox Access Until:

    Out Of Office Yes No: No

    Other Access Required Yes No: No

    Other Access Required: None

    Desktop: No

    Laptop: Yes

    Tablet: No

    Docking Station: Yes

    Monitor: Yes

    Software: No

    Headset: No

    Smart Phone: No

    Network Dongle: No

    Smart Phone Number: xxx

    Equipment Still Required: xxx

    Any Other Information: xxxxx

    Assistant Director Aware: xxxx

    Assistant Directors Name: xxxxxxx

    Team Leader Aware: xxxxx

    Team Leaders Name: xxxxx

    Agree Privacy: xxxxx

    First Name: xxxxxx

    Location: xxxxxx

    This has been fine until now as the users receiving the email are technical and have been trained on what to click to view the original form etc. However, there is now a requirement for this email to be sent to non IT staff and the management would like the Form to be sent as a PDF attachment in the email rather than looking as unfriendly as the above. Is this possible without paying for a third party application? (Although I may be able to convince management to buy one if it's well priced and doesn't require a subscription) I've searched through the forums and found a number of articles about converting to PDF for printing purposes but I haven't been able to find anything with exactly what I'm after. I'm very green with InfoPath and SharePoint. I'm hoping someone may be able to guide me in the right direction on what I would need to do if it's possible. Thank you.

  • 07-20-2018 12:31 PM In reply to

    Re: Email Form as PDF in Sharepoint Online

    Good afternoon Someuser.

    I generally come out to this forums periodically to help folks who have no replies to their posts (paying it forward). I may need additional information, but I was wondering why you cannot email the InfoPath form itself. This way everyone can get the nice form view, and can click on buttons to update information, print, do approvals, etc.

    I found the following:

    http://www.novapdf.com/kb/converting-infopath-forms-to-pdf-with-novapdf-114.html

    http://www.bizsupportonline.net/infopath2007/export-infopath-2007-form-to-pdf.htm  

    Cheers. WHEELS 

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