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Implement custom outlook form

Posted on 2014-02-04
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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.
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Question by:etdowdle
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David Lee earned 500 total points
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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..
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by:etdowdle
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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).
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by:David Lee
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You're welcome!  I'll keep my eyes open for your other questions.
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