Preview/Edit An email before workflow send it!!

Question

Hi,

I have created a workflow on sharepoint designer using visio 2010. In the workflow I have an approval process stage, and once the manager approves it it would send an email to the person the manager assigns. I know this email could be customized as a template in sharepoint designer, but what I'm trying to accomplish is having the email pop up so the manager would have the ability to personalize it, or add CC's to it!!

Thank you!

JD

Answer 1

Why doing you include in your step where the manage approves, metadata to allow them to personalize the message or add CC's to it...You can do this using InfoPath...

Check out Workflow Associates:

http://msdn.microsoft.com/en-us/library/ms563325

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Make sure you mark my reply as the answer if it had solved your request. Brandon M. Hunter MCTS - SharePoint 2010 Configuration

Answer 2

Hi Jd2777,

You can create some initiation parameters, and use the initiation parameters in the workflow action. In this way, we are not customizing the email, but we will pass data from initiation parameters to email.

http://www.dotnetcurry.com/ShowArticle.aspx?ID=695

Thanks & Regards,
Emir

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Emir Liu

TechNet Community Support

Answer 3

Hi Brandon,

Thank you for your reply, can you please explain how this would work?

Thanks,

JD

Answer 4

Hey Emir,

Thank you for your reply. The only reason as to why I want to refrain from using what you mentioned is because the form is placed on the sharepoint website for our company and I created a page and inserted a form webpart to pass a query string in it.

My boss just wants to see the email pop up before it gets sent out to the SME's after he approves the request.

Thanks

Answer 5

In your form when the manager approves the task\request, configure the submit button to redirect the user to the "email pop-up" infopath form that has metadata fields to support your need.

You could also use a workflow task form as well, which I think it might be easier to work with...

http://msdn.microsoft.com/en-us/library/ms550938

Let me know if this helps.

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Make sure you mark my reply as the answer if it had solved your request. Brandon M. Hunter MCTS - SharePoint 2010 Configuration

Answer 6

Hey Brandon,

To be honest I'm not a programmer and I'm learning sharepoint and infopath. When you say submit button I would assume you are stating I should have radio buttons with approve and reject right? Cause what I have now is the default SP and InfoP form that has 4 buttons: approve reject cancel and reasssign.

Can you please elaborate on what you think I should do?