Want to protect your cyber security and still get fast solutions? Ask a secure question today.Go Premium

x
?
Solved

Implement custom outlook form

Posted on 2014-02-04
3
Medium Priority
?
443 Views
Last Modified: 2014-02-05
Hello,

I've recently created an outlook custom form which will be used as a task request to be received and submitted by 10-15 people in my group. Can you please provide some background on how to implement the form (IE. distribute for use) to my coworkers?

1. I successfully sent a request and manually installed the form on a coworker's PC - but I also clicked "Send form definition with item". Why have others said this is the wrong action? Is manually installing the form OK (without the "Send form definition with item" box checked)?

2. I do not have access to the Organizational Forms Library. I've contacted our IT department and they agreed to look into adding the form though they do not have much background in setting this up either. Moreover, we do not want EVERYONE in the organization to have access to the form- just our department.
0
Comment
Question by:etdowdle
  • 2
3 Comments
 
LVL 76

Accepted Solution

by:
David Lee earned 2000 total points
ID: 39835182
Hi, etdowdle.

The advice to not use the "Send form definition with item" is correct.  It creates something known as a "one-off" form.  One-off forms have a number of down-sides.  Since you can't publish the form to the organizational forms library you should have each person who needs to use the form publish it to their "Personal Forms Library".  You can do that by saving the form to a form template file.  Send the template to each person along with instructions on how to save and publish the form to their "Personal Forms Library".

This page is an excellent guide to all things related to custom Outlook forms.  It has details on all aspects of forms including publishing and distributing them to other users..
0
 

Author Comment

by:etdowdle
ID: 39836922
Thanks for the explanation - and the consistent help! I have maybe 2-3 more questions and then I'll be ready for implementation (late next week).
0
 
LVL 76

Expert Comment

by:David Lee
ID: 39836930
You're welcome!  I'll keep my eyes open for your other questions.
0

Featured Post

[Webinar On Demand] Database Backup and Recovery

Does your company store data on premises, off site, in the cloud, or a combination of these? If you answered “yes”, you need a data backup recovery plan that fits each and every platform. Watch now as as Percona teaches us how to build agile data backup recovery plan.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

If you troubleshoot Outlook for clients, you may want to know a bit more about the OST file before doing your next job. IMAP can cause a lot of drama if removed in the accounts without backing up.
A few solutions to a problem some of us have been having when trying to add Hostgator email accounts to Outlook 2016 (will probably work with Outlook 2013 as well).
This is my first video review of Microsoft Bookings, I will be doing a part two with a bit more information, but wanted to get this out to you folks.
As many of you are aware about Scanpst.exe utility which is owned by Microsoft itself to repair inaccessible or damaged PST files, but the question is do you really think Scanpst.exe is capable to repair all sorts of PST related corruption issues?
Suggested Courses

580 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question