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Outlook 2007 form, general page not displaying

Posted on 2011-03-08
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Last Modified: 2012-06-27
I moved a custom Outlook form from 2003 to 2007 and am having a problem getting the General Page, with the standard Outlook contact information, to display.  Here's what I have done

Open the form in the form editor.  Go to the General page.  Click the Page pulldown (in the Design section of the ribbon) and check the "Display This Page" box.  I go to save the form and get the following error message

"The File As field for this contact is empty.  you may not have entered a name or company.  Do you want to save this contact with an empty File As field?"  Yes or No

If I choose No, then I can't save the newly altered form.  If I choose Yes, then it's as if the changes I made never took place.  I go back into edit the form and the General page is in () and is not being displayed.

Any ideas?
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Question by:SupermanTB
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LVL 76

Expert Comment

by:David Lee
ID: 35422905
Hi, SupermanTB.

If this is still an issue, then can you upload a copy of the form so I can have a look?
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Author Comment

by:SupermanTB
ID: 35424991
Same problem.  I've attached the form and changed the extension from oft to txt.  Any help would be appreciated as this is been a major problem for me.
Problem-Form.txt
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LVL 76

Expert Comment

by:David Lee
ID: 35428733
The solution to this is simpler than it seems.  After making changes use save.  Use Save As if you want to save the item as an  Outlook form template file (i.e. a .oft file) or use Publish to publish the file to a forms library or folder.  Outlook appears to be interpreting Save as "save an item based on this form" instead of saving the form definition itself.
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Author Comment

by:SupermanTB
ID: 35467511
To be very specific, I'm going to Tools, forms, design a form.  I choose the form and save it as instructed.  When I click save on that form, I get the following error message.

The File As field for this contact is empty.  You may not have entered a name or company.  Do you want to save this contact with an empty File As field?  Yes or No

When that happens, I click Yes.  After doing so and restarting Outlook, I still don't have the General information in Outlook.  When I go back into edit the form, the General tab is still in ().  
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LVL 76

Expert Comment

by:David Lee
ID: 35470718
"When I click save on that form, I get the following error message."

If that means that you are clicking Save while in the form editor, then that's the problem.  
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Author Comment

by:SupermanTB
ID: 35475067
I'm very green with custom forms.  Where do I need to be clicking save if not in the form editor?
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LVL 76

Expert Comment

by:David Lee
ID: 35475493
Using Save As if you want to save it as form template, or using Publish if you want to publish it to a forms library.
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Author Comment

by:SupermanTB
ID: 35476168
Ok, when I publish the form, I don't see any changes.  I also tried Publish As to create a new version of the form and I still have the same issue.  That General tab is in ().
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LVL 76

Expert Comment

by:David Lee
ID: 35476267
Then I'm stumped.  I don't see the same problem when I publish it or use Save As to save it to an .oft file.  I can send you back the modified .oft if you want.
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Author Comment

by:SupermanTB
ID: 35476454
that would be fine
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LVL 76

Expert Comment

by:David Lee
ID: 35511340
Here it is.  Please don't forget to change the extension from .txt back to .oft.
SupermanTB-1.txt
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Author Comment

by:SupermanTB
ID: 35690004
I think we're making progress.  Your form did not have the General in (), which is great.  I published the form properly, but I must have forgotten how to associate it with the contacts folder.  I have right clicked on the folder and selected properties.  I changed the "When posting to this folder, use:" to your form.  When I create a new contact entry, your form comes up and everything looks great.  However, the existing contacts appear to still be using the old form.  How do I change those to use the new form?  Thanks.
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Author Comment

by:SupermanTB
ID: 35882399
I think I'm almost there, any word on my last post?
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Accepted Solution

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David Lee earned 2000 total points
ID: 35899156
Oops.  Missed this.  Apologies.

For existing items to use the new form you'll need to change the form they are associated with.  This page has complete details.
http://www.outlookcode.com/article.aspx?id=39
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Author Comment

by:SupermanTB
ID: 36006061
Sorry about the delay.  Been on vacation.  Will have a look at it this week
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LVL 76

Expert Comment

by:David Lee
ID: 36006110
No worries.  
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Author Closing Comment

by:SupermanTB
ID: 36141488
Thanks so much for all your help.  I've got everything working now.
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Expert Comment

by:David Lee
ID: 36165070
That's great.  You're welcome!
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