How to send a form into Outlook

Help Studio
1

We create a Form using Create Form Activity and after what is the way to send the form into Outlook mail.

2

@shanmugapriyag

Create form is different and your outlook is different…if you want to create some kind of a form on outlook to get user inputs then you need to use html code to create a form and embed into mail…

cheers

3

Hi @Anil G,

Thanks for your reply. Kindly explain briefly.

4

Hi @shanmugapriyag

In the send outlook mail activity, you can send the html code for the associated form that you want. For example:

<html>
<head>
    <title>My Form</title>
</head>
<body>
    <form>
        <label for="name">Name:</label>
        <input type="text" id="name" name="name"><br><br>

        <label for="email">Email:</label>
        <input type="email" id="email" name="email"><br><br>

        <label for="age">Age:</label>
        <input type="number" id="age" name="age"><br><br>

        <input type="submit" value="Submit">
    </form>
</body>
</html>

You can keep this code in a text file, read the text file in the studio into a string, modify the string by passing your variables.

Note that you need to check IsBodyHTML property in the activity property as true.

5

Hi @shanmugapriyag

You can use this activity to send an email message that contains data from a form created using Create Form Activity.

Here are the steps to follow:

  1. Drag and drop the Create Form Activity onto your workflow.
  2. Configure the Create Form Activity to create your form.
  3. Drag and drop the Send Outlook Mail Message activity onto your workflow.
  4. Configure the Send Outlook Mail Message activity to send your form as an attachment.

You can find more information about these activities in UiPath’s documentation

https://docs.uipath.com/activities/other/latest/user-guide/send-outlook-mail

https://docs.uipath.com/activities/other/latest/user-guide/office365-send-mail

https://docs.uipath.com/activities/other/latest/user-guide/create-form

Regards
Gokul

6

@shanmugapriyag

Can we know your usecase…because generally we insert a button to send response and all…but never insert a form to take inputs…and even if you try usign above code…you might get only the fields but not editable…if you can prvoide more info may be we can point in the right direction

Rather if you want to send a link to your form in the email then what @Gokul001 has mentioned would work to provide the link of task in the email

image

cheers

7

@Anil_G
I have an excel file. It contains some data to pass into form. And after that Send the form into outlook.

Screenshot 2023-04-03 134803
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8

@shanmugapriyag

If you are already filling the data then why do you want to send the form to excel?

Are you trying to send the excel table data in an email?

If so you can use create html content activity and add the table and send it in outlook

cheers

9

Anil G,
We have some requirements. We have many vendor details in one excel file and send it into outlook for specific buyer. If suppose send Whole excel means the some person reviews the other vendor details. So the way we using Create form Activity and pass the excel data, after that send the form for specific Buyer.

10

@shanmugapriyag

Then even in this case you are not sendign a form…you are trying to send a row from your table but in specific format…forms are used to collect information…if you want to only display then you dont need any form…

So you can as well send a filtered table with one the required vendor details in it

cheers

11

@Anil_G

Thanks for your reply. I will try with filtered table activity. And update the result.

1 Like
12

@shanmugapriyag

Do remember after filter you need to still use create html content and add the table to it…and use the generated text in the send mail activity with isbodyhtml property checked

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cheers