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Open InfoPath Web Form from SharePoint Designer trigger email

In this article I will show you how you can create a hyperlink through which you can open a published InfoPath form from an email, triggered by SharePoint Designer 2010 Workflow.

In SP Designer Workflow, select "Set Variable Workflow" action and set the variable to the string specified in the below first image.

Text reference: First select [%Workflow Context:Current Site URL%] by clicking "Add or Change Lookup" button and select Data Source: Workflow Context; Field from source: Current Site URL, then same string as it is till Cases/, then select Current Item:Title, then write "&Source", then again [%Workflow Context:Current Site URL%] and finally write or copy the string "/Cases/Forms/AllItems.aspx&DefaultItemOpen=1"

In the second image, you can see there a link "here", by clicking this click an active InfoPath form will be opened in the web browser. [Just confirm that your InfoPath form is web browser enabled form].

You can include this "here" link by clicking the small icon next to "Automatic".

Cheers !

Hope this small piece helps you...


Anonymous said...

I have used this method and it works great! ...Except, I want the user to go to the form and update something. And, I want the form to know who is doing the updating. However, the user info isn't getting passed back to the infopath form when coming from the email. Do you have any ideas on how to fix this?



Zakir Chougle said...

Hi, Thanks for your comment. The most simplest method is to make use of "Modified By" field as given in this article for your reference:

The other approach could be to implement business logic or code-behind to track who updated the form and updating that information in custom list.

The third approach is to use getUserProfilebyName web service which you can use directly to display the current log-in user name on the form.

Hope this helps.

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A SharePoint Enthusiast working as a Project Lead for an IT Software & Consulting Company in Mumbai. I believe in giving back to the community through which I also learn and develop and eventually grow as an individual and professional. This blog is a small contribution to the community where I live in and may help someone who is seeking knowledge like me. Apart from being a SharePoint Enthusiasts, I am a husband, a father and a blogger. I love to travel and explore new landscapes and meet people of various culture. I am passionate about learning new technology trends in IT. I love spending time on my fitness and have a deep enthusiasm for urdu poetry and career counseling.

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