How to use people/group picker to send emails
Hello all,
Forgive me on my lack of understanding this subject. I've read multiple articles and it is driving me crazy! All I need to do is have a user select someone from "people/group picker", click a button and the person selected gets an email. That is
it!
I need a simple set of instructions. Help!
Hello,
You need several things:
a view that contains the form and text for the email body (Email view)
a data connection to "Submit to Email"
a data connection to GetUserProfileByName
Re 1: create a view with the field controls and the text that you want to email. Alternatively, if the email is all static text, you can enter it in the email body in step 2.
Re 2: create a data connection to submit to email: on the Data ribbon click the
To Email button and follow the prompts. You can go back later to modify the data connection, change the fields and configure them to receive data from your form. Set the "To" field to receive its value from a field in the form (emailHelper)
Re 3: When the button is clicked, you need to get the user's email address from the UserProfile service. The steps are explained in this page http://sharepointisland.wordpress.com/tag/getuserprofilebyname/ and
consist of setting up a data connection to the User Profile Service "_vti_bin/UserProfileService.asmx?WSDL"
on the site, feeding the user AccountID into the query field, querying the service. After that the data connection contains the user's data and you can filter it with the "WorkEmail" parameter.
This is the value that you need to put into the "To" field of the "Submit to Email" data connection. You may want to store the field in the emailHelper field and then point the "To" field to emailHelper.
The button to send the email is on the Users view and should contain these actions
set a fields value - User Account ID to the GetUserProfileByName query field
query a data connection - the GetUserProfileByName connection
Set a field's value - the emailHelper field to the GetUserProfileByName field filtered by Name = WorkEmail
Switch to the Email View
Submit to Email data connection
Switch back to Users view
cheers, teylyn
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Thanks in advance909577 wrote:
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