Infopath form in Outlook

Hi,
Is there anyway to show infopath with submit button in outlook email?
If user opens up email, they should see infopath form with submit button and if they click button they data should be stored back to sharepoint library.
Any help would be appreciated.
Thanks.
AA.

Even if this were possible, I still think you would have to provide some credentials to submit back to the library. Why not just include a link with the specific form needing submission?
The way you could do this would be to create a workflow in SP Designer on the library. Once a item is submitted, send email with a link like:
http://yoursite.com/_layouts/FormServer.aspx?XmlLocation=/form/[%CurrentItem:Name%].xml&ClientInstalled=false&Source=http://yoursite/form/Forms.AllItems.aspx&DefaultItemOpen=1
That way once they click the link they will be directed to the exact form needing to be submitted.
Here is a full guide on how to do this.
http://www.bizsupportonline.net/browserforms/create-sharepoint-designer-workflow-send-email-link-infopath-browser-form.htm

Similar Messages

Submitting InfoPath form via Outlook Address book.

Hi there,
Is it possible to have an info path form used so that there is a submit button and the user is able to choose the email address of their choice to have the form sent? Right now I only see the option of configuring a data connection with a pre filled in email
address.
Example. I create a form. A user opens it and needs to submit it to one person in our organization, possibly from the Outlook address book.
I see a people picker but that does not allow you to submit.
Thank you.

Hi SarahShay,
You can use a people picker to store the people that you want to email, then create a submit button configured to send the form by e-mial to the people of the people picker.
More information, please refer to the link:
http://redcapeco.wordpress.com/2010/09/20/create-a-submit-button-in-an-infopath-form-to-email-recipients/
I hope this helps.
Thanks,
Wendy
Wendy Li
TechNet Community Support

Editable InfoPath Form In Outlook

Hi,
I have created an InfoPath 2013 Browser form which collects data from users and have created a SharePoint Designer 2013 Workflow for Form Approval which sends email to approvers with link to InfoPath Form. Everything is working as required.
Now the users require the infopath form to be edited and approved through outlook email instead of opening it in browser.
I hve created data connection to email InfoPath form to Approvers on Submit, however it just sends the read only view of the form and the Approve Reject buttons disappears in mail body.
Kindly suggest.

I believe this is the info you need:
http://office.microsoft.com/en-us/infopath-help/use-infopath-e-mail-forms-in-outlook-HA010164549.aspx
Andy Wessendorf SharePoint Developer II | Rackspace [email protected]

Infopath form people picker not working in outlook 2010

Hi,
I have created custom task form which has reassign feature. If the form is opened in IE, people editor control is working but in outlook account names are not resolved and dictionary also not working. There should be some work around as OOTB approval
task form could able to do it.
So, Question is, why people picker is not working in Outlook? and how to make it work? If I store user profile in InfoPath form, people editor in outlook is working. but how to make a dynamic soap connection ?
Thanks.

Don't mark your own post as an answer when you obviously didn't understand the question...
Dharnima mentioned it is working in IE but not working in Outlook, so it's obviously not because the
"Requested By" field is in read only otherwise it wouldn't work in IE either.
Like Navid.R mentionned, the problem is indeed when going through the "Reassign Task" button, but coming from Outlook.
I have the same problem where the people picker validator and the people directory button doesn't work, only when coming from Outlook. I do click on Reassign Task, but I am unable to valide or open the people directory with both people picker buttons, simply
nothing happens.
I tried adding a native SharePoint Approval workflow to my list, and this one works fine. I can click the "Open Task" button in Outlook, click "Reassign Task" and then the people picker works perfectly fine.
However my custom workflow (that has default forms) does not work when prompted from Outlook.
I even tried to delete both forms and republish my workflow, so SharePoint can regenerate the forms by itself, it did generate new forms, but no luck either.

Submit / Approve / Reject Infopath Forms from within Outlook Email

Hi,
I have a requirement where I am building workflows for a client in SP2013. I am using Infopath and Nintex. The client has a specific requirement that all end-user actions need to be handled from within the outlook email body context i.e. the Infopath
form will be embedded within the email body from where each user within the worklfow will access the form and interact based on their actions.
So my query is,
1) How to control the Views for each user within the Infopath form if its to be embedded within the Outlook email.
2) How to control the actions for the user interaction (submit, approve, reject, etc.) so as to ensure the workflow proceeds with its process cycle as expected.
In the whole scenario, the end-user wont access the inofpath form in the web browser or the infopath client application. It will be accessed from within the Outlook email.
Rgds,
S
SSP

Hi,
When we use SharePoint approval workflow to assign tasks for users, then the tasks will be sent together with the email, users can click Open this task button in Outlook to view the task form.
https://support.office.com/en-nz/article/Understand-approval-workflows-in-SharePoint-2010-a24bcd14-0e3c-4449-b936-267d6c478579
When you submit an InfoPath form as a email, then users can click Open Form button to open the forms from Outlook which needs to have InfoPath installed.
https://support.office.com/en-us/article/Submit-form-data-in-an-e-mail-message-99a4b32c-1512-4ff2-8d3b-c7285300a931
Best regards,
Victoria
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Complete InfoPath form without InfoPath external customer

I have installed and setup SharePoint 2013 Enterprise and have been using InfoPath form libraries without any issues
I need to create a form that our customers will complete but not all of our customers will have InfoPath installed.
I tried to use the email form but did not show the form in Outlook, instead it just displayed the xml code
My question is what is the best type of from to create and how to allow external customers to view and complete the form
Thanks

Hi,
According to your description, my understanding is that you want users to create and view an InfoPath form when the computer doesn't install InfoPath application. Is it right?
You can design the form using InfoPath in your computer, then publish the form to a SharePoint site. And when you publish, make sure you select "Enable this form to be filled out by using browser". Then after you publish it, users can create or
view or edit the form using browser.
More information, you can refer to the link:
http://aryannava.com/2011/05/15/creating-form-in-infopath-2010-and-publishing-to-sharepoint-2010/
Best Regards,
Wendy
Wendy Li
TechNet Community Support

Rich text box used in Infopath Form not displaying option to get images from Computer

Hello,
We have used "Rich text box" in Infopath Form which is not displaying option to get images from Computer.
Options available are : From Address, From SharePoint
But if we Rich text box in list, then it works fine with "From Computer" option.
can you please help me out to get this option.
Thanks in advance.
REgards,
Jayashri

Hi,
From your description, there is no “From Computer” option to get images with rich text box in InfoPath form.
Per my knowledge, by design there are “From Address” and “From SharePoint” options without “From Computer” option in rich text box in InfoPath form. As a workaround, you can develop a custom InfoPath Rich Text box to do it.
About developing a custom InfoPath control, I suggest you create a new thread on the forum “Visual Studio Tools for Office”, more experts will assist you with InfoPath development.
Visual Studio Tools for Office:
https://social.msdn.microsoft.com/Forums/office/en-US/home?forum=vsto&filter=alltypes&sort=lastpostdesc
Thanks,
Dean Wang

Creating a link to specific view in a submitted InfoPath form via C#

Hello,
I have an InfoPath form that is submitted by a user, then the c# executes logic on a button click which is to send approver a link to a approver view within the submitted form(my company is
not allowing use of Work flows).
I have a problem creating this link namely because SharePoint changes the patter of a string that is used in creating a form name(Username and now() function characters change
in URL).
Is there an easy way to reference an url to a view in Infopath form via C#
Thank you.
Nemanja
Nemnaja Sovic

Brian,
You can use the following javascript syntax to open a document on local drive:
xfa.host.gotoURL("file:///C:/yourdocument.pdf",1);

Upload Excel data to Sharepoint list VIA infopath form

Hi,
I'll try to explain the process of what I want to do first.
1. In Excel
I have an exceldocument (XLS, XLSX or XLSM) with 4 named columns and a named worksheet saved locally on my computer.
I want to upload this data into preferably a custom list in sharepoint but it needs to run via a infopath template first.
2. In Infopath
The Infopath template will prompt the user to specify values in 2 additional fields.
After giving input to these fields user may browse for the locally stored excel document and upload the document.
In the same infopath template a dynamic array should be visible containing 6 columns (4 from excel + 2 from headerlevel of template) and the amount of rows based on the number of rows from excelsheet.
At the end of template a submit button is found for uploading the entire array into sharepoint custom list.
Is this possible to do at all?
NOTE! End user should not have to save the excelsheet as XML file nor do a XML mapping.
Infopath should, perhaps with help of VBA read excelsheet and transfer data to correct destination in sharepoint on it self.
Looking forward to your reply

Hi Jonas,
You can attach your Excel doucment into InfoPath form and send InfoPath form to a custom web service. Then you can parse the Excel data and combine the Excel data and additional fields into SharePoint list in the customized web service.
For more information, you can have a look at the thread:
http://dandeng.blogspot.com/2012/03/submit-infopath-form-data-to-web.html
http://www.codeproject.com/Articles/88547/Submit-entire-InfoPath-form-to-web-service
https://social.msdn.microsoft.com/Forums/office/en-US/590f1e78-5c08-47bd-8af4-9709102b568d/webservice-to-send-attachments-in-infopath-form-to-different-location?forum=sharepointcustomization
https://msdn.microsoft.com/en-us/library/office/gg575571.aspx?f=255&MSPPError=-2147217396
Best Regards,
Eric
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Cannot view InfoPath Form on SHarePoint 2013 since I removed SkyDrive for Business and installed OneDrive For Business

I removed SkyDrive for Business and installed OneDrive for Business on my laptop. After that, I had problems opening a Word and Excel document in a SharePoint site (SP2013). After installing Service Pack2 from Office2010, this problem is solved.
But I still have the same problem with InfoPath. Whenever I click an InfoPath form (I have InfoPath 2010 on my laptop),...
... I get the error "cannot display web page".
When I change the URL
ms-infopath:ofe|u|http://intranet.water-link.be/samenwerken/awwit/Autorisaties/Gebruikersbeheer/2015-02-25%20Aanvraag%20gebruikersbeheer%20voor%20Stephanie%20Geeraerts.xml
into
http://intranet.water-link.be/samenwerken/awwit/Autorisaties/Gebruikersbeheer/2015-02-25%20Aanvraag%20gebruikersbeheer%20voor%20Stephanie%20Geeraerts.xml
I can open the InfoPath form and read it.
Any ideas about how to fix this ? I already tried to restore the Office 2010 via Control Panel - Install Programs but without any success...

Hi Gert,
As I understand, you can’t open InfoPath form in SharePoint 2013 unless you change the URL without “ms-infopath:ofe|u|”.
There are some reasons which maybe cause this issue, and you can try to do things below:
Access CA -> General Application Settings -> Configure InfoPath Form Service -> Check the two options in User Browser-enabled Form Templates.
Go into the registry by typing regedit from the Run line and rename the SharePoint.OpenDocuments.5 key (ex. SharePoint.OpenDocuments.5.old) under HKEY_CLASSES_ROOT.
In library settings, click "relink documents to this library".
Here are some similar posts for your reference:
http://blogs.technet.com/b/office_integration__sharepoint/archive/2014/02/24/quot-the-webpage-cannot-be-displayed-quot-when-trying-to-open-edit-an-office-file-from-a-sharepoint-2013-site.aspx
http://www.infopathdev.com/forums/t/28998.aspx
Thanks,
Wendy
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Amount of data has exceeded maximum limit - Infopath form

Hello, I am having a problem on O365 concerning an Infopath form.
The warning goes like this : " The amount of data that was returned by a data connection has exceeded the maximum limit that was configured by the server administrator"
Solutions exist for other version of Sharepoint/Infopath. I see in SharePoint 2013, this value is 1500 kilobytes by default
and we can increase the maximum size of that. However, in SharePoint Online, it cannot be changed.
Can you guys please help?
Thanking you in advance.
Regards,
Nite

Hi Nite,
You should ask this question in the Office365 forums:
http://community.office365.com/
But as this question has been asked before, it is not possible to change the limit in O365. Please see this thread:
http://community.office365.com/en-us/f/154/t/252391.aspx
Nico Martens
SharePoint/Office365/Azure Consultant

How to move data connections with SOAP web service in different environments in InfoPath Forms 2010

Hello,
I've an InfoPath Form where I've around 10 SOAP web service data connections. They are calling a custom web service for a custom business process. The web service URL has a query string parameter which identifies whether it's a Test web service or the Production
one. The web service URL looks like this:
http://server/webservice/wsdl?targetURI=testSPRead (for the Test environment)
http://server/webservice/wsdl?targetURI=ProdSPRead (for the Production environment)
When I develop the form in Dev environment, I use the Test web service URL and save the data connection as UDCX files in the data connection library. After completing the development, when I deploy this Form in Production, I update the URL in the UDCX
file in the Production data connection library, but when I run the Form in Production, it throws error 'Error occurred in calling the web service'. After doing more research, when I extracted the XSN file and opened Manifest.xsf file in Notepad, I found the
references of 'testSPRead' parameter.
So, in the UDCX file the web service URL is '/targetURI=ProdSPRead' but in the Manifest.xsf file, there is a reference of Test web service parameter which is 'testSPRead' and that's why it's throwing error.
For testing purpose, I updated the Manifest.xsf file and replaced all the occurrences of 'testSPRead' to 'ProdSPRead' and also updated all the relevant files of the data connections (like XML, XSF etc.) and saved the Manifest.xsf as Form.xsn and deployed
in Prod and it worked.
The question is - is this the right way of doing it? There should be a simple method in such cases where web service has conditional parameter to identify the Test and Production web service.
Does somebody know what is the right way of doing it? I also thought of adding 'double' data connections - one set of Test and another set of Production and call them by identifying the current SharePointServerRootURL, but that's a lot of work. I've 10 web
service data connections in my Form and in that case I'll be having 20 data connections and setting their parameters in different Rules is too much work.
Please advise. It's very important for me!
Thanks in advance.
Ashish

Thanks for your response Hemendra!
I hope Microsoft improves this thing in subsequent patches of InfoPath 2010 or InfoPath 2013 because I don't think this is a very special requirement. This is failing the purpose of having UDCX files for data connections. Why the WSDL's parameter value
is being written in the Manifest.xsf and other XSF and XML files. InfoPath should always refer the URL and parameters from the UDCX files.
--Ashish

Browser based InfoPath form deployed on a Claims based Web Application calling a Secure Web Service via Data Connection

hi,
We have a Browser based InfoPath Form deployed on a Claims based Web Application. We are tyring to call WCF Services that are secure using Certificates via the Data Connections on Infopath Form.
Earlier we used to get the Data in BCS External List via the WCF Services and the Data Connections used to get the Data from the BCS External List. Due to Performance Issues, we want to remove the BCS External List and straightaway call the secure WCF Services
via the Data Connections.
Have anyone implemented this scenario.
Thanks
Ram
Thanks Ram

Hi Ram,
As these are browser based InfoPath forms, you have two options
1) Deploy as sandboxed forms
In this case you have to create a secure store application id and then set the credentials for that account.
You then have to export the data connection to Data connections library and modify the .udcx file to utilize the newly created secure store application id.
This may sometime give issues related to sandboxed code service. You have to give permissions on the secure store for the user account which the sandboxed code service is running.
2) Deploy as administrator approved forms
This would be ideal way of doing things as you have full control over the web request if you write code behind InfoPath forms.
3) Deploy as a Hybrid solution
a) Write a full trust proxy solutions (extend SPProxyOperation class and override execute method) and make the web request call inside this and return the response
b) Invoke above operation from the sandboxed InfoPath form's code behind by SPUtility.RegisteredProxyOperation(four part assembly name, operation args)
Hope this helps.
Thanks,
Srikanth

Insert Print button on Infopath form for particular view

Hello,
I want to insert "Print" button on my InfoPath form, by clicking on it which can give print preview with print option.
I am publishing my form through SharePoint Server into one form library.
So unable to edit using site actions > Edit page.
Could you please guide me how to it in simple way....not with customization.
Thanking you in advance.
Regards,
Jayashri

Hi Jayashri,
I may not make myself clear. If we can get friendly print view of form, then we can use IE browser print option to print the form: IE gear settings > Print.
If you need to seperate print button on form, you could edit form web parts > edit page then insert content editor web part with:
<input onclick="window.print();" type="button" value="Print"/>
Regards,
Rebecca Tu
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

How to submit InfoPath form data to multiple SharePoint lists at one time?

Hi,
I'm looking for a way to submit certain data in InfoPath form to separate SharePoint lists at the same time. I have a form that has two views with many data in them. I want to keep these data in separate SharePoint list besides keeping them in the XML. I know that you can submit to a form library using SharePoint document library data connection, but I'm not sure if you can use several data connections for submitting data to multiple SharePoint lists. Is it only possible to do using code? If yes, can anyone show a sample. I have never coded in InfoPath, though I used C# a lot in .Net.
Thank you!Regards,
R.D.M.

This is an old thread but I tripped over a codeless method to do this with OOB InfoPath 2010 and SP 2010.
Assuming your main InfoPath form is published to a document library with the promoted fields that you want to see.
Publish your form to a new document library to capture the secondary data fields that you want separated out.
Using the Publishing Wizard do the following:
Go to – File then Publish
Select SharePoint Server “ Publish form to a SharePoint Library”
Enter location of your SharePoint or InfoPath Forms Services Site:
accept the default in this field from the first published event
Next screen, keep the default or change it, Form Library, Site Content Type or Admin Approved
Next screen, What do you want to do?
Create a new form library
Add new document library name and description
Next screen, Remove all promoted fields not applicable to the new library and add all of the ones you want to see data for.
Click Next and Publish
Come back into the form: If you don’t have buttons added directly to the form to submit or update, add them.
Create a new Action rule on the button
Label the rule to keep it straight
Condition, occurs when button clicked
Add action, Submit data
Use data connection to the second library created
Create a second new Action rule on the same button
Label the rule to keep it straight
Condition, occurs when button clicked
Add action, Submit data
Use original data connection to the library
Then you can add another action to close the form or do whatever you need.
Republish the form to both libraries to set the template for both.
File – Publish – SharePoint Server
Select Secondary library from drop down follow the rest of the prompts
Follow step 5a again, select Primary library from drop down, Add back in all of the promoted fields needed for the primary library and follow the prompts.
DOCUMENT YOUR FORM WELL FOR MAINTENANCE
Special considerations, your primary library needs a unique ID to reference in your secondary library.
Your secondary library will need a unique ID that is not related to the primary if you are going to store multiple records for a single primary library reference.
Example: One form, multiple updates.

Infopath form in Outlook

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