Send an Email with NITRO form image of an item - Crow Canyon Software Support

Applies To: SharePoint Online and Onprem

Note: The “ShowTabs” and “EmailTo” features are not yet available in the On-Premises version. This article will be updated once they are implemented.

Description

An enhancement has been added to the NITRO Item Print feature, enabling the ability to send an email that includes an image of the item’s NITRO form. This functionality is implemented using a custom script and allows users to open the email dialog with a single click on the form, streamlining the process of sharing form details via email.

Detailed steps:

Configure NITRO Form item print template:

Go to site contents → navigate to the list, click on list settings → Click on ‘Crow Canyon Print Manager Settings’ under permissions and management
Navigate to ‘Manage Item print templates’ tab and click on ‘new Item print template’

3. Configure the item print template settings as shown below and click on save

Configure the button to print the NITRO Form and send an email:

Go to site contents → navigate to the list, click on list settings → Click on ‘Crow canyon NITRO Forms’ under permissions and management → Select the form and click on edit
Drag and drop ‘script action’ under actions section from the left

3. Click on the button and configure the settings as

Configure the general settings as shown below

Click on ‘Edit’ beside the process and paste the script from the attachment

Script Used above:

var listId = window.ccs_g_FormUI.formSetting.ListID;
    var srcURL = window.ccs_g_FormUI.formSetting.WebURL;
    var ItemId = (window.ccs_g_FormUI.listItem.get_id ? window.ccs_g_FormUI.listItem.get_id() : window.ccs_g_FormUI.listItem.get_item('ID'));

    if (CCS_Utility.IsModernNITROAddInsPageExist && CCS_Utility.IsModernNITROAddInsPageExist(window.ccs_g_FormUI.formSetting.WebURL)) {
        srcURL += "/SitePages/NITROAddin.aspx?page=APItemPrint&env=WebView&SPListItemId=" + ItemId + "&SPListId=" + listId;
    } else {
        srcURL += "/CrowCanyonAppsLib/AdvPrint/Pages/ItemPrint.aspx?SPListItemId=" + ItemId + "&SPListId=" + listId;
    }
var objextraSettings  = {};
    objextraSettings.DataFunction = function (funCallBack) {
      var objAutoMateData= {
            "DefaultTemplate": "NITRO Form Template",
            "OpenEmailDialog": true,
            "PrintTabForm": true,
        	"ShowTabs":"All",
        	"ToEmails": ["John.smith@crowcanyon365.com","joeb@crowcanyon365.com"]
        }
      
      objAutoMateData.SelectTabIndex = $("#tabStripForm").data().kendoTabStrip.select().parent().children().index($("#tabStripForm").data().kendoTabStrip.select())
      funCallBack(objAutoMateData);
    };
    var iconUrl = 'https://cdn.crowcanyon.com/' + (CCS_Utility._ccs_appIconPath ? CCS_Utility._ccs_appIconPath : "AppsIcon") + '/PrintManager/default_Y_36x36.png';
    srcURL += "&IsNITRO=1";
    CCS_Nitro_PopupDialog("Crow Canyon Print Manager", srcURL, iconUrl, 1040, true, "", "", true, objextraSettings);
functionCallback();