created task forms

  • Thread starter Thread starter Guest
  • Start date Start date
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Guest

I have created, saved & published a task form...chosen it "to be used with
this program for all new tasks" in the properties section of my task
program...yet when I assign the task to someone, they do not get my
form...only Microsoft's basic task forms pages show up on the recipient's
end. (Version 2002)
 
yet when I assign the task to someone, they do not get my
form...only Microsoft's basic task forms pages show up on the recipient's
end. (Version 2002)
Click to expand...
Where did you publish the form, and does the recipient have access rights to
the published form, library, and folder?

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Mukilteo, WA USA
 
I've published the form in "Outlook Folders" and "Personal Forms Library"
(Standard Forms Library was not listed as a choice)...at this point I do not
seem have the "delegate" feature available/functioning to enable the others
to access my folders..will this solve? I can't seem to find any "public"
folder to publish the form to. We have attempted to add and enable the
add-in: Dlgsetp.ecf...followed the "help" instructions...again..no luck. We
do have an 'in-house server'...and our email is processed thru/via such...??
(our addresses end in .com). I really appreciate your help.

Kelly

Hollis D. Paul said:
yet when I assign the task to someone, they do not get my
form...only Microsoft's basic task forms pages show up on the recipient's
end. (Version 2002)
Click to expand...
Where did you publish the form, and does the recipient have access rights to
the published form, library, and folder?

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Mukilteo, WA USA
Click to expand...
 
I've published the form in "Outlook Folders" and "Personal Forms Library"
(Standard Forms Library was not listed as a choice)...at this point I do not
seem have the "delegate" feature available/functioning to enable the others
to access my folders..will this solve?
Click to expand...
The rule is, publish a form to only one place. Publishing it twice will only
confuse the operating system. If you want it someplace else, use the Forms
Manager to copy it to the target folder, and delete it from the first one. The
Forms Manager is found on the Forms tab of the Properties Panel for an Outlook
Folder.

You really do not want it published to a folder on your workstation. The
approved way to get a global location is to have the Exchange Administrator
create the Organizational Forms Library in the Exchange Server.

The Standard Forms Library is essentially a read-only source of the Outlook
standard forms. You can't publish anything there so they never get corrupted.
Unless something terrible happens to your computer, Outlook can always get a
good, new form from there.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Mukilteo, WA USA
 
I can't seem to find any "public"
folder to publish the form to. We have attempted to add and enable the
add-in: Dlgsetp.ecf...followed the "help" instructions...again..no luck. We
do have an 'in-house server'...and our email is processed thru/via such...??
(our addresses end in .com). I really appreciate your help.
Click to expand...
You can't really share forms unless you are on an Exchange Server system.

So, here is what you do if you are not on an Exchange Server. You save a new
item, created from your form, as an .OFT file, in your file system. You then
push the oft file to a floppy disk, carry it over to the person who must use
the file, have them read the floppy, copy the oft file to their hard drive, and
then double-click it using their file explorer of choice. The item will be
opened as a new item in the Outlook's default folder for that type of form.
You then open that new item, go into design mode, and publish it to that
persons personal forms library. That person there should be able to open a
message from you that uses that form and see the contents as you designed it.

You do this for every person in your organization that needs to use the form.
When you make a change to the form, and you want everyone else to see the
change, you repeat the process of distribution and installation.

You can see why an Exchange server is so valuable for a large organization.
Can you imagine having a tech walk to all the desks to install a vacation
request form in an organization of 10,000 employees?

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Mukilteo, WA USA
 
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