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Re: Email Custom View

Clay Fox — Mon, 07 May 2007 01:21:05 GMT

Hey Martha, Welcome to the forums.

The piece that is missing is controling the view that people are presented with when they open the form. You are right, without anything else, the form will open the same for everyone, to the default view.

What you would need is a couple of status fields somewhere in your form. One would be if it had been emailed the other would contain which group it had been sent to. You could use one field to accomplish this but I think two is a little nicer and allows for added functionality down the road.

On your email submit button you would add a rule to update the emailed field. This could be setting it true if it was a boolean or setting it to "Sent" or what ever. Then the other field would be set to "View1" or "View2" or what ever worked to designate what view the recipient should see.

Finally you would put a opening rule. Tools -> Form Options -> Open and Save -> Rules button. In there, use a condition for emailed field equalls true or not equalls "Sent" whichever you use, and the sentto field is equal to "View1". Then have the action be switch to view1. Create a second rule which checks for emailed true and sentto equal to "View2" with the action to switch to view 2. Make sure these flag fields are blank by default, this way brand new forms will not run this rule.

Hopefully this is clear. Essentially you need a flag field or two that you set when they are submitted. This allows your form to check them and determine if it has been submitted before or its a brand new blank form and also which view to use on open.

Let us know how it turns out.

Re: Email Custom View

Martha — Fri, 04 May 2007 21:54:02 GMT

Shailaja:

I have just joined the InfoPathDev. I hope you can help me with this. I have read what you posted to Quikdoc about creating 2 separate submit buttons, one on one view and one on another view, to e-mail the separate views. I have tried doing this using rules, but no matter which submit button I use, the attachment that comes is still opening up to the default view. I am using InfoPath 2003, SP2. Can you please be a little more specific about how I should set up my rules? Thanks so much for any help you can provide.

Re: Email Custom View

shailaja — Fri, 23 Feb 2007 08:06:23 GMT

Hello Quikdoc,
You can email 2 views to 2 different groups, for that you will have to have one button in each view, two secondary Data connections for submitting form to email. You can have button in each view which is mapped to different Data connections with different email address in ‘To#%92 address field.

Hope this helps!

Email Custom View

quikdoc — Wed, 21 Feb 2007 18:05:50 GMT

I have 2 views setup one for the person filling out the form and one for a Person tat woudl be receiving the form. I would like the first view be emailed to one group and the other view emailed to another group. Is this possible?

Thanks for the help!!