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Outlook 2010 Form Publishing Error

Posted on 2016-09-28
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Last Modified: 2016-09-29
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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Question by:acramer_dominium
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9 Comments
 
LVL 42

Expert Comment

by:Adam Brown
ID: 41820443
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.
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Author Comment

by:acramer_dominium
ID: 41820511
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.
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Expert Comment

by:Adam Brown
ID: 41820633
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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Author Comment

by:acramer_dominium
ID: 41820660
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 earned 2000 total points
ID: 41820678
Spent some time looking and found something that may help if you want to use the Organizational Forms route: https://justaucguy.wordpress.com/2015/09/14/organizational-forms-and-office-365/

Basically, Outlook 2013 doesn't fully support forms any more. The Public folder has to be set up right and the form itself can't be directly "Installed" into the library. It has to be copied there from a personal forms store. So you can install the form into your own Outlook forms library and then copy it to the Organization Forms store, but you can't directly install it from a file any longer.
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LVL 42

Expert Comment

by:Adam Brown
ID: 41820688
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.
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Author Comment

by:acramer_dominium
ID: 41820703
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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LVL 42

Expert Comment

by:Adam Brown
ID: 41820755
Okay. Sounds like the Organizational Forms Library may not be set up properly.
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Author Comment

by:acramer_dominium
ID: 41821663
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.
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