Re: Email Form as PDF in Sharepoint Online

Wheels — Fri, 20 Jul 2018 19:31:43 GMT

Good afternoon Someuser.

I generally come out to this forums periodically to help folks who have no replies to their posts (paying it forward). I may need additional information, but I was wondering why you cannot email the InfoPath form itself. This way everyone can get the nice form view, and can click on buttons to update information, print, do approvals, etc.

I found the following:

http://www.novapdf.com/kb/converting-infopath-forms-to-pdf-with-novapdf-114.html

http://www.bizsupportonline.net/infopath2007/export-infopath-2007-form-to-pdf.htm

Cheers. WHEELS

Email Form as PDF in Sharepoint Online

Someuser — Wed, 08 Nov 2017 05:06:03 GMT

Hi Guys, We currently have a Staff Exit Browser Form that when Submitted, adds the completed form to a SharePoint library. The SharePoint Library then Sends an email Alert with a link to the new xml form. The email is very User Unfriendly and looks like this:

Staff Exit Request - xxxxxx... has been added (Username) 8/11/2017 2:28 PM

Title: Staff Exit Request - (Staff Member's Name) 2017-11-08.xml

Filler First Name: xxxx

Filler Last Name: xxxxx

Todays Date: DD/MM/YYYY

Filler Team Leader: xxxx

Last Name: xxxx

Contact Number: xxxx

Team: xxxx

Team Leader: xxxxx

Assistant Director: xxxxx

Last Working Day: DD/MM/YYYY

Already Left: Yes

Network Access Yes No: No

Folders Required:

Network Access Date End:

Mailbox Access Yes No: No

Mailbox Access Until:

Other User Mailbox Access Yes No: No

Other User Mailbox Access Name:

Other User Mailbox Access Until:

Out Of Office Yes No: No

Other Access Required Yes No: No

Other Access Required: None

Desktop: No

Laptop: Yes

Tablet: No

Docking Station: Yes

Monitor: Yes

Software: No

Headset: No

Smart Phone: No

Network Dongle: No

Smart Phone Number: xxx

Equipment Still Required: xxx

Any Other Information: xxxxx

Assistant Director Aware: xxxx

Assistant Directors Name: xxxxxxx

Team Leader Aware: xxxxx

Team Leaders Name: xxxxx

Agree Privacy: xxxxx

First Name: xxxxxx

Location: xxxxxx

This has been fine until now as the users receiving the email are technical and have been trained on what to click to view the original form etc. However, there is now a requirement for this email to be sent to non IT staff and the management would like the Form to be sent as a PDF attachment in the email rather than looking as unfriendly as the above. Is this possible without paying for a third party application? (Although I may be able to convince management to buy one if it's well priced and doesn't require a subscription) I've searched through the forums and found a number of articles about converting to PDF for printing purposes but I haven't been able to find anything with exactly what I'm after. I'm very green with InfoPath and SharePoint. I'm hoping someone may be able to guide me in the right direction on what I would need to do if it's possible. Thank you.

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Re: Email Form as PDF in Sharepoint Online

Email Form as PDF in Sharepoint Online