Link to Email in InfoPath form


We all know how to create a link to an email in html page using the anchor tag. Do you know that the same is possible in InfoPath Form? Yes, we can do the same in infopath form in much simpler way. Here are the steps:

  • Consider the below Thank You Page(view) where we need to create a link to email for “Sathiya”

thank-you-page

  • Select the word and click on Insert->Hyperlink under Links section

insert-hyperlink

  • In Insert Hyperlink dialog box, type the email address as mailto:sathiya@abc.com in address box and click ok
  • When you preview the form, you will see Sathiya as an hyperlink which upon clicking opens outlook with To address as Sathiya

linking-with-outlook

Thats it!!!

Isn’t it much simpler? We are going to follow the same step when we need to add someone to CC, BCC just by replacing the address. Well, many of you may know how to change the email address for adding CC, BCC, subject and body, let me put them below to see everything at a single page.

To create email link with To and CC:

  • Replace the address as mailto:Sathiya@abc.com?cc=Rai@xyz.com

To create email link with To, CC and BCC:

  • Replace the address as mailto:Sathiya@abc.com?cc=Rai@xyz.com&bcc=Ganga@abc.com

To create email link with To and Subject:

  • mailto:Sathiya@abc.com?Subject=Form related queries

To create email link with To, Subject, CC and BCC:

  • mailto:Sathiya@abc.com?Subject=Form related queries&cc=rai@xyz.com&bcc=ganga@pqr.com

To create email link with many persons in To & CC and with subject:

  • mailto:Sathiya@abc.com;Jhansi@abc.com;Varun@abc.com?Subject=Queries&cc=Rai@xyz.com;amit@xyz.com

To create an email link with To, Subject, CC, BCC and body:

  • mailto:Sathiya@abc.com;Jhansi@abc.com?Subject=Queries&cc=Rai@xyz.com&bcc=ganga@xyz.com&body=Could you please answer the below queries

To create an email link with multiple lines in body:

  • mailto:Sathiya@abc.com?Subject=Queries&body=Hi Team, %0A Could you please clarify the below queries.

where %0A is linefeed (new line).

 
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Radio Button in Infopath browser forms


I heard many times my client saying that they need only radio buttons in infopath and not the drop down because when the fields are created in SharePoint site and customized using infopath, they are automatically converted in to drop down.

Are you too encountering the same problem? Don’t worry. Follow the below steps to convert it to radio button.

EXAMPLE:

To show you the steps, I have created a “Employee Info” list with below fields where Gender is selected as Radio button in choice type.

image001

If New item is to be added, the below form will be opened:

image002

This is the default form of SharePoint list. If you try to customize the look and feel of the list, using infopath, you will find that radio button is converted into drop down field as depicted below:

Gender

To make it as radio button, delete the field from the form view.

NOTE*: Do not delete the control permanently. Just delete it from the view.

In right corner of the infopath, you will see the list of fields with “Show advanced view” link. Click on the highlighted link. If you are not able to see the list of fields, click on the “DATA” menu -> Show Fields available under SharePoint Form Data section.

Fields.PNG

When you click on the field in advanced view, you will see a small inverted triangle. Click on the triangle and select Option button. Enter the number of choices to be inserted.

option button

image005

Type the labels for inserted radio buttons and edit the values in Properties. That is, right click on the radio button, select Properties and type the value in “Value when selected”.

properties.PNG

Alternative approach is to change the control to option button and perform a copy-paste for each choice. Finally, change the value of each choice as shown above in picture.

That’s it!!!

Make the form attractive and publish it.