Share Custom Form

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

I've created a new Contact form (OL03, XP Home) on my computer and want to
share it with a colleague. We are not networked.

I've tried following the Outlook Help suggestion for emailing a form. But
the suggestion to Save the form to "the public folder" has me stumped. I
saved the form, but have no idea where "the public folder" is. And I'm not
sure what to tell my colleague to do - how to install the new form - even if
I could get it to her.

Help with step-by-step "how-to" would be much appreciated. Thanks.
 
"Public Folder" applies only to Microsoft Exchange environments. You can share your form design with a colleague by saving the form as an .oft file and e-mailing it to him. He will need to save the attachment as a file, then open it with Tools | Forms | Choose Form.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
Thanks Sue

Sue Mosher said:
"Public Folder" applies only to Microsoft Exchange environments. You can share your form design with a colleague by saving the form as an .oft file and e-mailing it to him. He will need to save the attachment as a file, then open it with Tools | Forms | Choose Form.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
Click to expand...
 
I'm completely new at this, so I may be hoping for something that can't be
done ... but let me ask my question again.

I've emailed the form as an .oft file and Choose Form opened the form just
fine. What I am actually wanting is for the form to be installed in her
Contacts folder as it is in mine - i.e. it would appear on Actions | New <New
form>; and - most important - the User Defined fields in the form would be
exported by Mail Merge.

Is there some way to do this?

Thanks for your patience.
 
Once the other user opens the .oft file, she can publish it to the contacts folder with the Tools | Forms | Publish Form command.

Setting up fields for mail merge has nothing directly to do with the custom form. The fields need to be defined in the folder, not just in the form. The other user can do that manually in the folder's Field Chooser if you don't feel up to writing a script to handle the chore (and telling the other user how to run it).

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
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