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Customize Task Assigned Emails

  Asked By: Darius Parks         Date: Sep 18, 2009      Category: MOSS      Views: 676
 

This may have been answered/addressed in the past, but I've not found what I'm
looking for.

We have several InfoPath forms in use with custom workflows done in SPD2007
(MOSS system, InfoPath2007).

The task assigned emails provide a link to the .xml copy of the form that a user
filled out. The management would like for task assigned email to provide them
with the details from the form so that it is not necessary to open the forms at
all to approve them. So, for example, instead of just being told they have a
leave report to approve, they want to see the days requested (a repeating field
in the form), the type of leave, and the hours leave.

Is there any way to do this? I'd prefer a non-programmatic way, but if it can be
done programmatically I have a C++ programmer willing to help me accomplish
this. Where do we begin to resolve this issue?

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4 Answers Found

 
Answer #1       Answered By: Sunny Delacruz          Answered On: Sep 18, 2009       

If you turn off the automatic email  on creation/assignment of new task  on the
task list.
Then in the SPD workflow add in a step prior to the collect statement of SEND
EMAIL you can create any custom  email that you want.

 
Answer #2       Answered By: .net Guru          Answered On: Sep 18, 2009       

So how do I turn off the automatic email  on the creation/assignment of the new
task??

 
Answer #3       Answered By: Renata Burt          Answered On: Sep 18, 2009       

I know it is an option when you create the form  library. I thought there was a
setting in Form Library Settings > Advanced, but I am not seeing it now.

 
Answer #4       Answered By: Lazaro Rutledge          Answered On: Sep 18, 2009       

found  it. On the task  list. List settings > Advance Settings > Send e-mail
when ownership is assigned  (4th option) . Change to NO.

 
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