Merging - Form Fields Vs Folder Level Fields

  • Thread starter Thread starter SRM
  • Start date Start date
S

SRM

I'm using Outlook 2003. I have fields at the item level for the
contacts and at the form level for my custom form (fields used in my
view). Is it possible to merge using form level fields or do I need to
recreate all fields I created at the form level now at the folder
level to merge with Word?

Thanks

Shawn
 
See the "Mail Merge with Custom fields" section here;http://www.msoutlook..info/question/275

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003http://www.howto-outlook.com/
Outlook FAQ, HowTo, Downloads, Add-Ins and more

http://www.msoutlook.info/
Real World Questions, Real World Answers

-----


I'm using Outlook 2003. I have fields at the item level for the
contacts and at the form level for my custom form (fields used in my
view). Is it possible to merge using form level fields or do I need to
recreate all fields I created at the form level now at the folder
level to merge with Word?

Shawn
Click to expand...
Click to expand...

Roady:

Thanks for the help. I can merge directly from Outlook 2003 if I add
the fields at the folder level. I was hoping there was a way to merge
with Word without duplicating the fields. When I customize my form, I
can add the form fields to the view. However, they are only in the
form, not in the folder. It seems Word cannot see form level fields so
I can export (as you noted) and merge or duplicate the fields at the
folder level and then merge. I was hoping to avoid the duplication.

Shawn
 
Word cannot see these fields indeed.
With duplication, do you mean the fact that you have to manually add the
newly defined fields to your view?

Personally I have a "Mail Merge" view which holds the columns I use often
when doing a merge. For daily usage of my Contacts folder I've set my view
to a (custom) Phone List view. This way it is a "setup once" kind of thing
and after that I can easily switch back and forth between the views
depending on what I'm doing.



SRM said:
See the "Mail Merge with Custom fields" section
here;http://www.msoutlook.info/question/275

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003http://www.howto-outlook.com/
Outlook FAQ, HowTo, Downloads, Add-Ins and more

http://www.msoutlook.info/
Real World Questions, Real World Answers

-----


I'm using Outlook 2003. I have fields at the item level for the
contacts and at the form level for my custom form (fields used in my
view). Is it possible to merge using form level fields or do I need to
recreate all fields I created at the form level now at the folder
level to merge with Word?

Shawn
Click to expand...
Click to expand...

Roady:

Thanks for the help. I can merge directly from Outlook 2003 if I add
the fields at the folder level. I was hoping there was a way to merge
with Word without duplicating the fields. When I customize my form, I
can add the form fields to the view. However, they are only in the
form, not in the folder. It seems Word cannot see form level fields so
I can export (as you noted) and merge or duplicate the fields at the
folder level and then merge. I was hoping to avoid the duplication.

Shawn
Click to expand...
 
Word cannot see these fields indeed.
With duplication, do you mean the fact that you have to manually add the
newly defined fields to your view?

Personally I have a "Mail Merge" view which holds the columns I use often
when doing a merge. For daily usage of my Contacts folder I've set my view
to a (custom) Phone List view. This way it is a "setup once" kind of thing
and after that I can easily switch back and forth between the views
depending on what I'm doing.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003http://www.howto-outlook.com/
Outlook FAQ, HowTo, Downloads, Add-Ins and more

http://www.msoutlook.info/
Real World Questions, Real World Answers

-----


See the "Mail Merge with Custom fields" section
here;http://www.msoutlook.info/question/275
--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003http://www.howto-outlook.com/
Outlook FAQ, HowTo, Downloads, Add-Ins and more
http://www.msoutlook.info/
Real World Questions, Real World Answers
-----

I'm using Outlook 2003. I have fields at the item level for the
contacts and at the form level for my custom form (fields used in my
view). Is it possible to merge using form level fields or do I need to
recreate all fields I created at the form level now at the folder
level to merge with Word?
Thanks
Shawn
Click to expand...
Roady:
Click to expand...

Thanks for the help. I can merge directly from Outlook 2003 if I add
the fields at the folder level. I was hoping there was a way to merge
with Word without duplicating the fields. When I customize my form, I
can add the form fields to the view. However, they are only in the
form, not in the folder. It seems Word cannot see form level fields so
I can export (as you noted) and merge or duplicate the fields at the
folder level and then merge. I was hoping to avoid the duplication.
Click to expand...
Shawn
Click to expand...
Click to expand...

Roady:

When you asked -- "With duplication, do you mean the fact that you
have to manually add the newly defined fields to your view?"

I mean I have the fields added to the form, but they are noted added
to the folder. All the fields I added to the Form I now need to add to
the folder so Word can see the fields. Basically create the same
custom fields a second time but this time at the folder level.

On a side note, if I add fields to a new form via the form designer,
the fields only appear in the Form level. If I add a field after I
publish the form, then that new field appears in the form and folder
level. I'm not sure why the results are different.

Shawn
 
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