how do i set up a macro in Outlook 2003 to track items%3f

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Guest

We are currently using a VBA macro to track taskers and documents using
Outlook 2000. However, the security roll-up, and all subsequent SPs break
the macro. We want to be able to automatically create a tracking number
(incremented from the previous one), add comments and status, all from within
Outlook.

Any ideas?
 
Thanks for the link. The real problem lies with corporate requirement to
upgrade to Outlook 2003 and Exchange 2003 from Outlook 2000 and Exchange 5.5.
The macro no longer functions properly.
 
It might help if you explained in detail what functionality is lost. Without
that, we're just guessing.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
Sue - it is actually a .oft file and I can send it to you to look at. what
is not working is the a function which saves comments and notes properly.
Really appreciate your expertise. I am flailing with these advanced features
of Outlook, so thanks a bunch for your help!
 
Code doesn't run on one-off forms, which is what you get when you use an
..oft file.. You'll need to publish the form and use the published form to
create the items.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
I am pretty sure form has been published to the organizational forms library.
Alternatiely, as was done in Exchange 5.5, the form is published to the
local personal forms library. The Outlook 2000 Security Roll-up broke the
form and Exchange/Outlook 2003 has only complicated it more.

Short of redesigning the form from scratch, what can we do?
 
But are you actually using the published form? You said earlier that you
were using a VBA macro. Then you said it was an .oft form template file. Now
it sounds like you're just "pretty sure" it's a published form, and that it
may be published in multiple locations (which has potential implications in
Outlook 2003). I'm happy to try to help you resolve this, but we need to get
a complete, accurate picture of the problem first:

1) Where is the form published?
2) What kind of form is it -- mail, contact, etc.?
3) What is the state of the "send form definition with item" box on the
(Properties) page in design mode?
4) Where do the items that use the form reside -- in the user's mailbox, in
other users' mailboxes, in public folders?
5) Does any code on the form run at all? If not, have you checked the
possible causes of a one-off form? See
http://www.outlookcode.com/d/formpub.htm#macro
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
Sue, sorry for my apparent ignorance. I must admit, with Office apps
anyway, I am a little slow.
1. The form is published to the Personal forms library.
2. When looking at the message class of the form it simply says:
IPM.Note.USAFE Tasker.
3. I am not sure how to get to the information you are requesting (I can
zip the oft file and email it to you)
4. All users attach to a single organizational mailbox to update items.
5. The form creates a new entry in mailbox, increments a tracking number,
and tracks history, comments, and status. What is not happening is the saved
history function. there is an area to add comments for each update. when a
new update is made, the previous comment is added to history. this funciton
is not working.
 
The answer to #3 is yes.

Mike Anderson said:
Sue, sorry for my apparent ignorance. I must admit, with Office apps
anyway, I am a little slow.
1. The form is published to the Personal forms library.
2. When looking at the message class of the form it simply says:
IPM.Note.USAFE Tasker.
3. I am not sure how to get to the information you are requesting (I can
zip the oft file and email it to you)
4. All users attach to a single organizational mailbox to update items.
5. The form creates a new entry in mailbox, increments a tracking number,
and tracks history, comments, and status. What is not happening is the saved
history function. there is an area to add comments for each update. when a
new update is made, the previous comment is added to history. this funciton
is not working.
Click to expand...
 
Both #3 and #5 are issues:

#3: Code does not run on unpublished or one-off forms, which is what you
have since the "send form definition with item" box is checked. The solution
for new items is to use only forms that don't one-off, in this case clearing
the checkbox and republishing the form. See
http://www.outlookcode.com/d/secforms.htm for more information on this
issue. For old items, you would have to run some code using CDO 1.21 to
remove a MAPI property. See
http://www.cdolive.net/download/CleanUpOneOff.zip for sample code.

#5: Outlook 2003 includes a new setting -- turned off by default -- to allow
forms in shared mailboxes to run script. You can change the setting by
choosing Tools | Options | Other | Advanced Options and checking the box for
Allow script in shared folders. This setting can also be deployed with Group
Policy Objects or any other means you normally use to deploy registry
values. See http://www.outlookcode.com/d/ol2003problems.htm#mailboxscript
for more information on this setting and a comparable one (on by default for
public folders).
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
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