populate InfoPath filename to Outlook subject line - InfoPath Dev
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populate InfoPath filename to Outlook subject line

Last post 08-25-2006 12:27 AM by Abhishek. 9 replies.
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  • 08-17-2006 06:01 AM

    • kimo
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    populate InfoPath filename to Outlook subject line

    I have Office 2003 and wondered if I could automatically populate Outlook's subject line with the InfoPath filename when clicking the Send to Mail Recipient within the form? thanks!
  • 08-17-2006 08:04 AM In reply to

    • skrile
    • Top 500 Contributor
    • Joined on 08-17-2006
    • USA
    • Posts 29

    Re: populate InfoPath filename to Outlook subject line

    You sure can. The trick is to change the Data Source of the hyperlink control to something like this:

    concat("mailto:",/@my:email, "?subject=", /my:fileName)

    You will have to play with the formatting, but I've done this and it works well.
  • 08-17-2006 08:12 AM In reply to

    Re: populate InfoPath filename to Outlook subject line

    Welcome to our forum kimo and skrile. I think you're looking at how to set the value when clicking the Send to Mail Recipient from the toolbar. To prepopulate those values you have to write a little amount of code in the OnLoad event to set those values.

    This post has the basic info you seek:
    http://www.infopathdev.com/forums/topic.asp?TOPIC_ID=532&SearchTerms=subject,line
    Shiraz Cupala / Microsoft InfoPath MVP
    Qdabra® Software / Streamline data gathering to turn process into knowledge
  • 08-17-2006 08:16 AM In reply to

    • skrile
    • Top 500 Contributor
    • Joined on 08-17-2006
    • USA
    • Posts 29

    Re: populate InfoPath filename to Outlook subject line

    Whoops..you're right. However, the concat logic would work well if you have a hyperlink on the page. I like to build these forms that rely as little as possible on the toolbars of InfoPath. :)
  • 08-17-2006 08:32 AM In reply to

    Re: populate InfoPath filename to Outlook subject line

    Yes, your logic would work for the hyperlink and is useful.

    [off topic]
    I would encourage you to try to educate users to use the toolbars in the application. I understand how at first you want to make the form self-contained, but there are some things in this new application/form paradigm that InfoPath presents that you will just not be able to work around. I have found it better though hundreds of usability tests to force users through the initial extra 30-seconds of discovering that they're in a rich-client application with toolbars so they discover all the other functionality they need to understand when in InfoPath. Then they are much more successful using all InfoPath forms down the road. My 2-cents. :)
    Shiraz Cupala / Microsoft InfoPath MVP
    Qdabra® Software / Streamline data gathering to turn process into knowledge
  • 08-18-2006 08:12 AM In reply to

    • kimo
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    • Joined on 08-17-2006
    • USA
    • Posts 4

    Re: populate InfoPath filename to Outlook subject line

    Okay, now that I've gotten that to work. The user reminded me that it is not the subject line of Outlook that needs to populate. They want the File Save As to automatically populate based on forms within the field. I'm going to try and figure this out while waiting for a reply. thank you!
  • 08-18-2006 08:25 AM In reply to

    Re: populate InfoPath filename to Outlook subject line

    Ah ok. This requires code. You need to do set the filename in the OnSaveRequest event. The method to use is SetSaveAsDialogFileName. You can also set the default location using SetSaveAsDialogLocation. For more information on using these check in the InfoPath SDK.
    Shiraz Cupala / Microsoft InfoPath MVP
    Qdabra® Software / Streamline data gathering to turn process into knowledge
  • 08-24-2006 05:33 AM In reply to

    • kimo
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    • Joined on 08-17-2006
    • USA
    • Posts 4

    Re: populate InfoPath filename to Outlook subject line

    Believe me, I am not looking for someone to drop the code in my lap, but I am having difficulty sorting through where I should put what. Where is InfoPath SDK?

    I am trying to to to Tools, Form Options, Open and Save, Save behavior, Edit and put in code there for the Save As event. I want the filename to pickup the buyerno, date, and seqno.

    I also think it is cool that I get to "talk" to the same person who made the InfoPath tutorial! Hi Shiraz!
  • 08-24-2006 07:50 AM In reply to

    • kimo
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    • Joined on 08-17-2006
    • USA
    • Posts 4

    Re: populate InfoPath filename to Outlook subject line

    just another quick note about SDK, I do not have SharePoint access. Users are using a shared directory.
  • 08-25-2006 12:27 AM In reply to

    Re: populate InfoPath filename to Outlook subject line

    Hi Kimo,
    The InfoPath 2003 Software Development Kit (SDK) download contains sample forms, tools, and documentation to assist with Microsoft Office InfoPath 2003 and InfoPath 2003 Service Pack 1 form development and deployment.

    U can get it in the following location.
    http://www.microsoft.com/downloads/details.aspx?familyid=351f0616-93aa-4fe8-9238-d702f1bfbab4&displaylang=en#AffinityDownloads

    Regards,
    Abhishek
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