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acramer_dominium
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Outlook 2010 Form Publishing Error

Hello. We're new to creating and distributing Outlook forms. We would like to create a standard meeting invite form and distribute to all our users.

We have the form created and saved as an fdm. I've found directions on how to then add that form to the organizational forms library by navigating to Options > Advanced > Custom Forms > Manage Forms. When I click 'set' to change my Forms Library to Organization Forms my install button becomes disabled (screen shot). My network admin has verified I have author permission to this folder.

Anyone have any ideas/suggestions on what could be causing this road block? Any help is appreciated.
forms-manager.jpg
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acramer_dominium

8/22/2022 - Mon
Adam Brown

Ew...Outlook Forms. If you can get away not using Outlook Forms, I highly recommend not using Outlook Forms. But then, I'm biased because my first exposure to them was during a migration to Exchange Online and someone had completely broken the Organizational Library public folder.

At any rate, you actually have to have Owner permissions on the Organization Library public folder to be able to install forms to it. Author permissions won't give you the access you need to do so because there are some attributes on the file that have to be set during install to make the form function as an Organizational Form. Only Owner permissions will allow you to modify the necessary attributes.
acramer_dominium

ASKER
Adam. Do you know of a better solution rather than using Outlook forms?

Our system admin gave me owner rights. I re-started Outlook and still getting the same result - disabled buttons.
Adam Brown

Are there other forms in the forms library already, or is this the first form you're trying to publish? And what exactly are you looking to accomplish with Outlook Forms?

Outlook Forms were originally a big new feature for Outlook 2003, but it never really caught on and it's mostly just there for the few environments that still use it from back then. Pretty much all of the functionality can be found with SharePoint's Form Libraries feature, which allows you to design forms in InfoPath and publish them in SharePoint. That technique has a few additional benefits, since much of the support for creating and using Organizational Forms no longer exists. If you already have a SharePoint deployment, that would be the preferred method. If you don't have SharePoint, there's a free version of it (with a number of limitations, but it will still do Forms) called SharePoint Foundation.
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rwheeler23
acramer_dominium

ASKER
This is the first form we're creating and really our only solution at this point. We do not have SharePoint.
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Adam Brown

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Adam Brown

SharePoint Foundation 2013 is probably a good way to go about getting your forms available for people to use, particularly if that's all you end up doing with it. It can be set up to send emails with the completed forms to an Exchange server or save copies of them into a central store. That said, it is very different to manage than Exchange and can be a little daunting to work with because it has a lot of features.
acramer_dominium

ASKER
Adam. Thanks for the research and the link. These are the same steps I've been following (just from another site). When I get to the point to 'copy' the form from personal or organization my copy button is greyed out. See screen shot.
copy.jpg
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Adam Brown

Okay. Sounds like the Organizational Forms Library may not be set up properly.
acramer_dominium

ASKER
We got it. Logged into a virtual environment as domain admin that has Outlook 2010. It allowed me to publish right to the org folder.

Thanks for all the info! Hope the forms work out for us.