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Re: Setting Email rules based on field values

KTerry — Wed, 06 Dec 2017 17:58:39 GMT

Hi Hilary - Yes, I will start a new thread and provide more information. Kind Regards, Kellie

Re: Setting Email rules based on field values

Hilary Stoupa — Wed, 06 Dec 2017 15:49:22 GMT

I need more info on the problem. The form is set to submit when the GCDO trial type is selected - is that what you want? for the form to be emailed at that point? What is happening? Is it not emailing?

Re: Setting Email rules based on field values

Hilary Stoupa — Wed, 06 Dec 2017 15:46:33 GMT

I'll try to take a look sometime today. In the future, could you start new threads instead of adding on to old threads? Thanks!

Re: Setting Email rules based on field values

KTerry — Wed, 06 Dec 2017 10:06:13 GMT

Hi Hilary - Need your help with my form again. I'm having trouble getting the multiple email data connections to run based on the Rules on two fields GCDO Trial Type and Region. I've attached the form for your review and feedback. Thanks for your help. Kellie

Re: Setting Email rules based on field values

dentiddo — Fri, 11 Apr 2014 19:51:46 GMT

Hello, I'm having the same issue with setting conditions to certain values that will go to various email addresses. I got the concept of what you're conveying but I'm just having a hard time setting the actions to these fields and then having it tag to a certain email address For instance I have a group called "dept" and in "dept" there are multiple selections (user can only pick one) based on the department and shift (1st, 2nd, 3rd) out of those different department/shifts I want to set a condition that if dept is = W1 then send email to this address. How do I perform said action?

Re: Setting Email rules based on field values

Anonymous — Fri, 05 Mar 2010 15:50:49 GMT

Hi Hilary, a bit of quick query for you but it's along the same lines as this thread. I currently have a form I've set up with a submit to email data connection. The data connection is tied to an email address field which changes based on another selection within the form (so far, so easy!)

The problem I'm encountering is that although the form submits fine to email for most users, we have a handful of users who are still using IP 2003. The form has been created in 2007 but has been designed to be 2003 compatible etc. When a user who's on IP 2003 tries to submit the form, they're getting an error message that the form can't be submitted as Outlook 2007 is not the default email client! I've looked all through every setting I can think of and can't see anywhere that dictates which email client must be used and can't figure out why this is happening....

Unfortunately there's no scope to get these users onto IP 2007 at the moment and this rather simple form now has me banging my head against a wall...any thoughts?

Ben

Re: Setting Email rules based on field values

SoniaC — Mon, 24 Nov 2008 19:36:13 GMT

Thank you so much for your help. Everything is working great!

Re: Setting Email rules based on field values

Hilary Stoupa — Mon, 24 Nov 2008 19:18:54 GMT

Did you set up an email submit connection in your form? Is it part of your submit rules or being used by the form on submit? If you aren't getting a pop-up showing info about the outgoing email and asking if you want to send it, then there is a problem with your email submit, not the address....

Re: Setting Email rules based on field values

SoniaC — Mon, 24 Nov 2008 18:08:37 GMT

If I look at the email address where you enter text it does not have quotes. If I click the fx button it shows the quotes. It shows under actions as =fxSet a field's value: email1=smithnancy@abc.com

I do not get the popup and I put my email in as the email address to see if I receive it and I do not.

Re: Setting Email rules based on field values

Hilary Stoupa — Mon, 24 Nov 2008 17:51:55 GMT

Hi, and welcome:

When you create a rule, one possible action is to set a field's value. When you do that, if you don't select the fx button to type in the formula box, you can just enter text, no quotes. If you are in the formula editor, you'll need to use quotes. I'm not sure if that answers your question or not! :)

When you say your email is not being sent, do you get the popup that shows the values for the email? Does the email address have quotes around it? You don't want that...

Re: Setting Email rules based on field values

SoniaC — Mon, 24 Nov 2008 17:38:38 GMT

Hilary,

I am also new to InfoPath and I used your instructions to set the option to send emails to various people based on rules. Example: region_dept = Southwest. The region_dept field is a drop down box that the user will select from. Based on their selection, it will emial a specific person which I set up in a rule. Once they fill out the form, they submit to a database. I have a couple questions. The email address in the rule is in quotes, is that correct? Example: smithsonia@abc.com. My emali is not being sent. I would like the email to be sent after they click the submit to database button. Is this possible? I really appreciate your help.

Re: Setting Email rules based on field values

plakerl — Fri, 10 Oct 2008 14:08:04 GMT

Worked Great. Again, thanks for all the help

Re: Setting Email rules based on field values

Hilary Stoupa — Thu, 09 Oct 2008 20:02:19 GMT

You can delete the control and will still be okay.

Here's a great way to test -- when you submit the form, you get a pop up asking about sending an email. Delete the control bound to email and then select a region and select submit. Notice who the email is 'To' and cancel out of the submit. Change regions and try again. Because it isn't a control you are setting a value with in your rule, it is a field. Some things in InfoPath are related to a control, some to a field. Conditional formatting? That's related to a control. Rules? Related to fields.

Re: Setting Email rules based on field values

plakerl — Thu, 09 Oct 2008 19:04:42 GMT

I am referring to the new email field. So your saying I can unbind the control and still should be ok? What a learning experience :)

Re: Setting Email rules based on field values

Hilary Stoupa — Thu, 09 Oct 2008 18:51:51 GMT

Ah, you see, the rules aren't set on the control -- they are set on the field that is bound to the control. So if you go to your Data Source Task Pane, and right click on the field that the control is bound to (region, or whatever the name) and select Properties, you'll see a rules tab. Any rules bound to the field will be there.

I guess my question is if the user isn't selecting a region, how does it get set? Or were you referring to the new email field? Again, you don't have to have a control on your form bound to the field in order for the rules to set the value.