E-Mail InfoPath form in Nintex Workflow

  • 26 January 2016
  • 1 reply
  • 9 views

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I have created a newsletter in InfoPath, attached to a list and an associated workflow.

I would like the workflow to e-mail the InfoPath form 'as is' to a recipient. Is there a way of doing this, without painstakingly re-creating the form in a notification action?

Thanks


1 reply

Userlevel 4
Badge +8

Do you have a list workflow on a Form Library that hosts an InfoPath form?  Do you mean to create a task to track if users have reviewed the InfoPath form or do you simply wish to send an email without tracking if it was reviewed?  Are you planning to have users enter more info into the form?  Since you called it a "newsletter" it sounds like it might be just a read only document.

If you just need to send an email, then use a Send Notification action.  It will have an option to attach the file from the workflow.   This assume the user has InfoPath client in their PC and they can open the file locally.

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You could also add a link to the InfoPath form in the body of the email as well.

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