Request info thru Outlook, issues with security settings. - InfoPath Dev
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Request info thru Outlook, issues with security settings.

Last post 11-25-2009 04:12 AM by ErnestoM. 1 replies.
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  • 11-24-2009 01:37 PM

    Request info thru Outlook, issues with security settings.

    I've never used InfoPath before and I'm completely lost at this point.  If anyone can point me in the right direction I'd greatly appreiate it.

    Goal: The primary user (lets call him Bob), will need to request information from various people throughtout our company by way of Outlook (there's no shared drive).  The form is basically a survey (check boxes and multiple choice) that I'd like to automatically import to something like Access/Excel/Etc from Bob's Outlook.

    Problem #1: My company's default security settings disable HTML and Bob would have to get special permission to change this.

    Problem #2: Sending an Infopath form instead of an HTML form generates an error dealing with digital signatures and prompts me to send it as an attachment.

    Problem #3: Bob is much higher up in the company than I am, and he has what I would call an "average" knowledge of computers.  Simple = Good

    I tried requesting the information from Access (Right click on a table and there's an option to "Collect and Update Data via Email") , but Access won't let me customize the e-mail form (The form it makes has a series of text boxes instead of Check Boxes/Multiple Choice, String values could cause issues with data analysis).  I can send the form as an e-mail attachment, but I'm not sure how to automatically import it to a database after it's returned to me.

    Like I said, any help would be appreciated.  I've found alot of information on how to send forms, but practically none on how to process them upon return.  At the moment I have a Rule to stick them into a "InfoPath Form Items" Folder in Outlook, but for some reason even the option to "Promote Form Properties" is greyed out, so I can't even view the data withing Outlook.

     Thank you for your time,

    -User

  • 11-25-2009 04:12 AM In reply to

    Re: Request info thru Outlook, issues with security settings.

    I think the scenario you're describing is documented in Mel's blog (click here). Have you read it?
    Ernesto Machado
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™


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