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create a letter from form

    Question

  • Is there a way to create an InfoPath form that creates a letter and uses the data entered into the textboxes? 

    Ex: I have 3textboxes that w ill be filled in by a user, then those values will be put into a generic memo that can be emailed. 99% of the letter is the same, only changing the values from the textboxes

    TextBox1 = Mr. Smith


    TextBox2  = Chevy 1500

    TextBox3 = 996969

    and the final output will be:

    re: warranty update - invoice 996969

    Hello Mr. Smith,

           Thank you for your order for your Chevy 1500. Once the part is in, we will be contacting you at the number on file. If you have any questions on invoice 996969, please contact customer service at 800.555.1212 or email at .......

    thank you.

    Tuesday, May 21, 2019 6:28 PM

All replies

  • Hi,

    Here's an example which meets your requirement:

    1. Create a List which stores order information. Create new columns named Customer, Product and Invoice in this list.

    2. Click “Customize Form” on the ribbon and open InfoPath. Textboxes for the columns will be automatically added to the form.

    3. Add fields for Email contents. In the “Controls” tab on the ribbon, insert “Calculated Value” objects where you want to display the information.

    4. Under "Insert Calculated Value", click "fx" button and then click "Insert Field or Group". Select the corresponding output for the textbox, for example, select “Customer” for the object after “Hello”.

    5. Adjust the Calculated Value objects. Here’s a sample image for the form.

    6. Save and publish.

    When you create a new item in this list and fill in information in the fields, the Email will be automatically filled.

    Best regards,

    Chelsea Wu


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    Wednesday, May 22, 2019 8:16 AM
  • Hi,

    Is there any progress on this issue?

    Please let me know if you need further assistance.

    Best regards,

    Chelsea


    Please remember to mark the replies as answers if they helped. If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com.

    SharePoint Server 2019 has been released, you can click here to download it.
    Click here to learn new features. Visit the dedicated forum to share, explore and talk to experts about SharePoint Server 2019.

    Friday, May 24, 2019 9:12 AM
  • Hi,

    Is there any progress on this issue?

    If you find any replies helpful to you, please remember to mark them as answers. 

    If you have solved the problem yourself, you can reply the solution and mark it as the answer. 

    It will help others who meet the similar question in this forum. 

    Thank you for your understanding.

    Best regards

    Chelsea Wu


    Please remember to mark the replies as answers if they helped. If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com.

    SharePoint Server 2019 has been released, you can click here to download it.
    Click here to learn new features. Visit the dedicated forum to share, explore and talk to experts about SharePoint Server 2019.

    Monday, May 27, 2019 7:41 AM