Hi Hilary!
I have an infopath form with sharepoint list connection for a service desk process which I want to just extract the customer reply into an email.
I'm triggering the email by using a particular status field, so if status = "Send Mail" then action is to submit to email.
This form has multiple views and I only want to send the customer reply fields, nothing else, so have created a specific view for this.
I'm finding that the trigger field must be on the view where I save the form or else it won't work, is this normal?
So I have created a specific view where they should click Save that only contains the customer reply text fields AND the progress status field, but I want to hide the progress status field so eventually they could just fire the reply directly to the customer from SharePoint, at the moment I'm sending the mail to their helpdesk mailbox first so they can QA it and then send on to the customer..