To use a field in the formula, click Insert Field or Group, click the field that you want to use in the Select a Field or Group dialog box, and then click OK. In the Insert Formula dialog box, do one of the following: You can also specify a field or use a formula to ensure that each form name is unique. To send the form data as an attachment to the e-mail message, click Send the form data as an attachment, select the Attach the form template to ensure that users can open the form check box, and then type a name for the form in the Attachment Name box. To display the form in the body of the e-mail message, click Send only the active view of the form and no attachment. On the next page of the wizard, do one of the following: To check the formula for the correct syntax, in the Insert Formula dialog box, click Verify Formula.įind links to more information about formulas in the See Also section. If the division operator does not have a space before and after it, InfoPath may interpret "/" as a separator for XPath location steps rather than as a division operator. Note: If your formula uses the division (/) operator, make sure that there is a space before and after the division operator. In the Data Connection Wizard, in the appropriate boxes, type the e-mail addresses of the recipients, the subject that you want to appear in the e-mail message, and any introductory text that you want, and then click Next. In the Submit Options dialog box, select the Allow users to submit this form check box.Ĭlick Send form data to a single destination, and then, in the list, click E-mail. Specify whether to leave the form open, close the form, or open another blank form after the user submits the form. You can also customize the submit options for your form template in the following ways:Ĭhange the text that appears on the Submit button on the Standard toolbar and the Submit command on the File menu.Ĭhange the keyboard shortcut for the Submit button on the Standard toolbar and the Submit command on the File menu.Ĭreate custom messages to display to your users when they submit their forms. As a result, when users open the form, InfoPath automatically adds a Submit button to the Standard toolbar and a Submit command to the File menu. If the people who receive the completed forms use Microsoft Office Outlook 2007, they can add a folder to their Inbox to contain all of the InfoPath forms that they receive and configure that folder to display the data in the forms in columns in Outlook.Īfter you add the submit data connection, you configure your form template to allow users to submit their form data. When users submit their form data in an e-mail message, InfoPath creates an e-mail message with the form data and sends the message to the e-mail recipients that you specified when you created the data connection. In order for the recipients to open the attachments, they must have InfoPath installed on their computers. By including the form and form template as attachments to the e-mail message, you can help ensure that the e-mail recipients can open the form in Microsoft Office InfoPath, even if they do not have the form template cached on their computers. If you configure your form template to include the form as an attachment to the e-mail message, you can also attach the form template to the e-mail message. You can also specify if you want the form to appear in the body of the e-mail message or as an attachment to the message. You can use static values, values based on the data in the form, or a formula to specify the e-mail addresses that the form is sent to, the subject line of the e-mail message, and the name of the form. You can add a secondary submit data connection to your form template that allows users to send their form data in an e-mail message.
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