General

Re: Email Notification on a PARTICULAR DATE

jimbob — Tue, 20 Mar 2007 06:29:15 GMT

The Qdabra Database Accelerator (DBXL) can be downloaded fromhttp://www.qdabra.com/categories.asp

Re: Email Notification on a PARTICULAR DATE

anandhienator — Tue, 20 Mar 2007 05:17:05 GMT

Hello clayfox,

This is what i am looking for. Would it be possible for you to pass on the code ?

Awaiting reply,
Thanks and Regards,
Anandhi

Re: Email Notification on a PARTICULAR DATE

Clay Fox — Thu, 15 Mar 2007 15:37:42 GMT

Real-time monitoring cannot be done in InfoPath alone since InfoPath forms are not persistent (running all the time). You would need a backend process or service that would constantly monitor tasks and dates and generate the notifications. Or like Kalyan says scheduled jobs that would run each day or periodically to check the data.

Maybe you could use a JavaScript/windows script, which I have done before, to run an InfoPath form, pass it some data if neccessary, and have it submit to email. It would need to have full trust and code to comepletely automate without any user intervention. This form would load the task data, check dates, and create a disribution list to email reminders to. This is assuming you are using a database to store the task information so it is easy to load from multiple forms. So this could possibly be a solution. You would need a PC or server to run it at specific times via task scheduler. Low tech could also be to have an office admin or user run the form each morning and with a couple clicks generate the reminder emails.

Typically what I do is just create alert/reminder sections within the form. Hopefully they are acessing their tasks on a regular basis via an existing InfoPath form. Then I use Open rules to check for due tasks and if true either route them to another view with bold/red/highlights/warning notifying them of their due dates and task status or have a hidden section which would appear on the main view doing the same thing. It relies on them accessing the form regularly but is much simpler to pull off.

Some other options, again with a database, is either to have web dashboards which display current tasks and highlight immenent ones or creating a script that checks the data and generates an email that is just a reminder. It depends if you need them to have the form in the email again. Another option would be integrating with Outlook and adding the tasks to their Outlook tasks and relying on Outlook functionality to track the task to completion.

You may be interested in our DBXL application since it databases all of the forms and has built in visibility tools for users to see their forms and would not be dificult to maybe modify the web dashboard for your status tracking. Also the project tracker solution might have some of the functionality you are looking for.

Hope this helps

Re: Email Notification on a PARTICULAR DATE

Kalyan Gaddam — Thu, 15 Mar 2007 10:40:34 GMT

Hello

This has to be done in the system. You have to schedule them in the All Programs -> Accessories -> SystemTools -> Schedule Tasks.

I feel that they cannot be done automatically from Infopath If they are not opened by anyone and set to send the Emails.

Email Notification on a PARTICULAR DATE

anandhienator — Thu, 15 Mar 2007 10:20:20 GMT

Hello All,

Let me first explain my task.
I have - say 5 people who have been assigned some set of work each. Each of them is given a deadline. I want them to be notified of their tasls thru email. This could be done by the email data connection. This is not my problem.

My problem is that i want a reminder email notification to go to them again when their deadline is nearing. For eg. - if a person has been allocated work and been given a deadline of a week. Say from 15th March to 29th March. I want the person to be notified again of his deadline at the end of 1 week i.e. on 22nd March, I want an automated email notification to go to the person.
Is that possible in infopath ? If yes, please help.

Awaiting reply soon.

Regards,
Anandhi