Then, select Choose Form in the resulting submenu ( Figure E). At this point, the only way to use the form is the hard way: In the Mail window, click New Items in the New group (on the Home tab) and then choose More Items from the dropdown. Use the custom formĪfter going to all the trouble to create a custom form to work more efficiently, you might think it would be easy to use, but that’s not the case–at least, not initially. Click Publish, close edit mode, and click Yes if prompted to save your work.įigure D Name the custom form. Before you continue, note the (internal) name of the form at the bottom of the form: -you’ll need that later. In the resulting dialog, enter a name for the form ( Figure D). When sharing, only those users who have permission to the public folder will have access to the custom form. If you want the form to be available to other users, publish the form to a public folder, which we won’t cover in this article. (The Publish Form and Publish Form As options work similarly to the Save and Save As commands.) Outlook defaults to the Personal Forms Library, and that’s what we’ll use. To do so, click Publish in the Form group and then choose Publish Form As from the dropdown. Publish the formĪs is, the form isn’t available to you or anyone else–you must publish the form to make it available. Also, we didn’t explore any of the properties–come back later and have a look around.įigure C Run the form to check the addition. You can skip this step if you like, but it’s a good idea to check your work. Be sure to click the Developer tab to get back to the custom form in editing mode–if you click the Close button, you lose your work. Figure C shows a very familiar Mail window with the current date in the Subject. You can click Run This Form in the Form group to confirm the addition if you like. (If you want to show the time, enter Time.)įigure A Choose the Message standard form. The default calculating method is the one we want. Check the Set The Initial Value Of This Field To and then enter Date in the control just below ( Figure B).In the resulting dialog, click the Value tab.Click inside the Subject control and then click Property Sheet in the Tools group.This will open the standard form in editing mode. Then, click Design This Form in the Form group.
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