SP2010 — March 20, 2010 4:22 pm

Automatically emailing users when a new item is added

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When adding a new item with a customized list through InfoPath 2010 you can specify that an email it sent at the same time that an entry is added to a list. This can be really useful in situations where you need to inform other users of certain actions.

To do this then simply choose the ‘customize form‘ option for the list item so that InfoPath 2010 client opens.

Once InfoPath 2010 opens click on Data and then Email in the Submit Locations section as seen below:

Customize Form

Then click on ‘Add‘ -> ‘Submit Data‘ -> ‘As an email message

Configuration Steps

Configuration Steps

Then you can select the email message parameters, then you can specify what you would like the email to contain – The form as a attachment or only an active view of the form.

Connection Configuration

With these steps now when we submit data to the form an email will also be sent, cool!

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2 Comments

  • Wow, this is great. I have been manually emailing users when anyone adds a new item. It literally takes up all my day; and this is going to save up a lot of time so that I can further expand my business. Great stuff.

  • This is likely to save a lot of money for me since I had hired a virtual assistant at $20 per hour to email users when new items are added. Thanks a tonne for sharing this information and plugin.

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