Newbie Questions

Re: InfoPath - Rule to cc form to user automatically?

Stephen74 — Thu, 21 May 2015 08:47:50 GMT

Hi Reema,

Any ideas about saving to PDF etc and the Option Boxes showing as squares and not filled?

Regards

Stephen.

Re: InfoPath - Rule to cc form to user automatically?

Stephen74 — Thu, 21 May 2015 07:58:25 GMT

Hi Reema,

Sorry I miss understood your message, I've chosen the field which has the e-mail address in so should work now.

Thanks for your help.

Stephen.

Re: InfoPath - Rule to cc form to user automatically?

Stephen74 — Thu, 21 May 2015 07:32:38 GMT

Hi Reema,

I understand how to put a specific person/e-mail address in the cc as is the same for the "to" field but I will have hundreds of different users using my form so want it to pick up their e-mail address as a default and cc them into the e-mail.

Regards

Stephen.

Re: InfoPath - Rule to cc form to user automatically?

Reema Daga — Wed, 20 May 2015 18:36:28 GMT

Hi there,

Regarding your first issue related to sending a copy automatically to the user, what if you in the data connection->Click fx button next to cc and select the text field "Email Address".

Please see the attached screen shot. I hope I understood your problem correctly!

Kind Regards,

Reema Daga
Qdabra® Software / InfoPathDev.com / FormsQuo / 425 999 4597 direct

Business Process Automation for Everyone – Streamline data gathering to turn process into knowledge.™

InfoPath - Rule to cc form to user automatically?

Stephen74 — Wed, 20 May 2015 08:11:33 GMT

Hi Guys,

I'm new to Office 365 and have come across InfoPath which I want to use to put Forms on our Company Intranet which get filled out and sent to the relevant departments.

I have set a Rule so when you click the "Submit" button it sends the form to a designated e-mail address but how do I send a copy automatically by cc to the user. I have a Text field (See below - E-mail Address*) which I want the user to add their e-mail address to which would then prompt a rule on the "Submit" button to cc them in. How can we do that?

One last question, once submitted the form arrives in my Inbox for example which then allows me to save it as a PDF or XPS but the selections on the Option buttons show as little boxes with no check against them, see below example. How do we rectify this?

Thanks

Stephen.