InfoPath form that can filled out, emailed to variable recipients AND XML data sent to Excel or Access - InfoPath Dev
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InfoPath form that can filled out, emailed to variable recipients AND XML data sent to Excel or Access

Last post 05-15-2014 10:08 AM by FormotusGlen. 1 replies.
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  • 05-13-2014 01:46 PM

    InfoPath form that can filled out, emailed to variable recipients AND XML data sent to Excel or Access

    Good Afternoon,

    I am very new to InfoPath but I catch on quick.  I have used and created simple InfoPath forms in which the user can access the template, complete the form and then submit the form to a deparment help desk via email. However, it occured to me that InfoPath was capable of much more.  I wanted to know if it is possible to create a "issue tracker", of sorts, in InfoPath.  I want to design a form where my users (5-6) can access the template on a shared drive, fill it out and send it to multiple "whomevers" :-) (not a static email address). I would then like the information they placed in specific fields to be transmitted to an excel spreadsheet or MS Access table where I can analyze/track the data. Is this possible and how would I go about doing it?  I have only seen options that allow for one or the other (email OR xml schema to .xls). Any suggestions?  Thank you for any expeditious assistance you can provide.  

    Employee input > IP form > emailed to Offender(s), Mgrs

                                          >form fields to tracker spreadsheet (.xls) or record in .accdb 

     

     

     

     

     

     

     

     

     

     

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  • 05-15-2014 10:08 AM In reply to

    Re: InfoPath form that can filled out, emailed to variable recipients AND XML data sent to Excel or Access

    analystntrg,

    Your InfoPath form can have multiple submit data connections. One can submit to email with the target defined by fields and formulas if you want. Another can submit to a SharePoint list, from which it's easy to pull an Excel spreadsheet.

     Hope that gets you going in the right direction! 

    Glen 

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