Outlook Application

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Frank

Thanks so much for your help with this. I've read through
all the materials you suggested and have at least gotten
to the point where I can open the correct form and send
the message. Now I have a problem on the receiving end.
How do I tell the system to use the newly created form
(which is now in the Personal Forms Folder) when it OPENS
the received POST? I've tried everthing suggested but in
every case, the system seems to default to the "standard"
form when I open the message to read it. Since I modifed
the top of the form and added information I need to be
transferred, all that info is lost (not visable). I have
set the default form to be my modifed form but noticed
that the wording on that field in the dialog box is "When
posting to this folder, use:" How do I set the default
for "when reading from this folder"?
Frank
 
Frank said:
Thanks so much for your help with this. I've read through
all the materials you suggested and have at least gotten
to the point where I can open the correct form and send
the message. Now I have a problem on the receiving end.
How do I tell the system to use the newly created form
(which is now in the Personal Forms Folder) when it OPENS
the received POST? I've tried everthing suggested but in
every case, the system seems to default to the "standard"
form when I open the message to read it. Since I modifed
the top of the form and added information I need to be
transferred, all that info is lost (not visable). I have
set the default form to be my modifed form but noticed
that the wording on that field in the dialog box is "When
posting to this folder, use:" How do I set the default
for "when reading from this folder"?
Frank
Click to expand...

Could you please quote the post you are replying to so we know what on earth
you're talking about?

thank you.
 
Sorry about that...I thought I posted it as a reply to
the reply below. Here is the original string.
......................................................
There is no need to make your form the default for a
folder. Publish it to the Personal Forms library (each
person will need to do this) and use one of the methods
described at http://www.slipstick.com/dev/launchform.htm
to make it easy to access. Alternatively, if there is no
code behind the form and you don't mind slightly largish
messages, you can save the form as an .oft template file
and store in on a network drive.

You should also take a look at the information at
http://www.slipstick.com/dev/sendform.htm on making sure
forms work outside an Exchange environment.
--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers


I'm trying to create a very simple and basic "Telephone
Message" application for a small (6 person) office.
Everyone has Outlook installed but Exchange is not
installed since we have a DSL line and use the email
accounts associated with that. Everyone does however have
access to a server.
The idea is to use outlook to replace the little
yellow "While you were out" pieces of paper. Each person
would click on an outlook folder and use a custom form to
send an email to the person receiving the phone message.

I've created the custom form but every time I try to
associate the form to a specific folder, I get a message
that does not allow me to do that. Is exchange required
to have an Organization Forms Folder or can I just set
one up on the server for everyone to access?
TIA,
 
As the message says, you cannot make a Post form the default for a folder. There probably is no need to do so anyway. If you published the form to a folder, users can launch it with the command on the Actions menu -- New <name of form>. Or you can use one of the other methods on the page I originally referred you to.
--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers
 
I think my last post may have confused the issue.
Here is what I am trying to do and the problem I am
having...
Phone Message Application
The objective of this application is to provide anyone in
the office who answers the phone with the ability to
create a phone message note regarding the call and then
send it to the person the call was for. Once that person
receives the message, it will remain in their own
personal Phone Messages folder until they decide to
delete or archive it.

Here is what I have done so far.
1. I created a form called PhoneMsg and then saved it as
a .oft file in my MyDocuments folder. I then drag that to
the desktop and create a shortcut so that when I click
this icon, it opens my custom "phone Message" form for me
to complete.

2. The first time I used the form, I switch to form
design mode and publish the form into my Personal Forms
Folder.

3. As a test, I then open a new form and fill in the
necessary information and press the send button to send
the message to the person the call was for.

4. To continue the test, I am sending the message to
myself and have setup my inbox to divert all messages
that have the words "Phone Message" as the subject into a
folder I have setup in Outlook called "Phone Messages". I
have associated the published form with this folder.

5. The test message I sent in step 1 above is received
and diverted to the "Phone Messages" folder as expected
but when I open the message, the system is using
the "standard" form to display the message and NOT my
custom form therefore I do not see the information in the
special fields I created in my custom form.

The question is, is this a correct method to use and if
so, how do I associate the form with the folder so that
when I open the received messages, I see the custom form
and the information in the fields I created?

Frank


-----Original Message-----
As the message says, you cannot make a Post form the
Click to expand...
default for a folder. There probably is no need to do so
anyway. If you published the form to a folder, users can
launch it with the command on the Actions menu -- New
 
Make sure you're following all the steps necessary to ensure that the recipient gets your message in rich-text format and has access to the form definition. The details depend on your version of Outlook and mail configuration. Also the form may need a read layout. See http://www.slipstick.com/dev/sendform.htm.

It is neither necessary nor useful to associate the form with a particular folder in this case.

--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers
 
The question is, is this a correct method to use and if
I'm not sure if you can do this with the route your are using, but I
have this program called PHONEslips which tracks phone messages with
Outlook and uses custom forms. It always opens the correct custom
form no matter where I move the phone message or memo, which I noticed
was published to my "personal forms library" and not any folders. I
think they might use a custom message class though, so not sure if
this works for you. We don't have Exchange Server (it works better
without it), maybe you need to publish to an "exchange forms library"
or "public forms library" to get it to work with all users.
 
I'm running Outlook 2002 with Office/XP.
I think Sue may have hit upon the cause of my problem but
I'm still not quite sure how to solve it. I have Norton
SystemWorks installed and have downloaded all the latest
security patches to Win/XP and IE so that may be blocking
the form from getting attached to the note.
I DO have the form loaded in the Personal Forms Folder
but when I open the message from the Phone Messages
folder, it defaults to the standard form and NOT the
custom form like it should. It's very strange.

Eric, it sounds like you may have just what I'm looking
for but do you use it to only track your own phone
messages or do you send and receive the messages across a
group? Can you share more about how you implemented this
if you are sharing across a group. You can send me an
email if you like.
Thanks
 
Although I do write programs, I didn't write this program, so not sure
on all the details of how it was implemented. If you search the web
you can probably get a download/trial version of the PHONEslips
software to see how it works. It does let us "send across a group" as
you've put it, and it is a network application. When I get a phone
message, taken by the receptionist, there is a notification and when I
open Outlook the message is in my inbox. We don't have Exchange
server, so we can't even send emails to each other, but we can send
"phone messages" back and forth (o-ya, and it handles "memos" also).
 
OK, thanks.
I just took a look at the PHONEslips package and it does
what I am trying to do (and much more)but it is a bit
more expensive that I wanted.
I was trying to create the same phone message part just
using the capabilities of Outlook. I actually think it is
possible but I guess I will have to keep trying various
things to get it to work.
 
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