AUTOMATIC FORMATTING


T

Tree

Ok, I'll try this question again.. I want to share a custom calendar with
about 5 folks in our company.. no problem on creating the calendar and then
sharing it.. we have outlook 2007 with exchange.. BUT the big problem comes
with the automatic formatting.. I want the appointment to have a specific
color based on the criteria I identified in the auto formatting dialog box.
It works just fine on my calendar but will not transfer to the shared
calendar.
I followed the MVP Diane advice and created a custom view - applied the view
to the outlook shared calendar - even went into properties and under
Administration in INITIAL VIEW - made sure that view was selected..
And, STILL - the automatic formatting is NOT transferring to the shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public" folder? And, if
so, how do I do that? I just created the calendar from my outlook and then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
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T

Tree

Yes they do.

Diane Poremsky said:
Do the color categories you are using exist on the other computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
Ok, I'll try this question again.. I want to share a custom calendar with
about 5 folks in our company.. no problem on creating the calendar and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big problem
comes
with the automatic formatting.. I want the appointment to have a specific
color based on the criteria I identified in the auto formatting dialog
box.
It works just fine on my calendar but will not transfer to the shared
calendar.
I followed the MVP Diane advice and created a custom view - applied the
view
to the outlook shared calendar - even went into properties and under
Administration in INITIAL VIEW - made sure that view was selected..
And, STILL - the automatic formatting is NOT transferring to the shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public" folder? And,
if
so, how do I do that? I just created the calendar from my outlook and then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
T

Tree

No.

Diane Poremsky said:
Do the color categories you are using exist on the other computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
Ok, I'll try this question again.. I want to share a custom calendar with
about 5 folks in our company.. no problem on creating the calendar and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big problem
comes
with the automatic formatting.. I want the appointment to have a specific
color based on the criteria I identified in the auto formatting dialog
box.
It works just fine on my calendar but will not transfer to the shared
calendar.
I followed the MVP Diane advice and created a custom view - applied the
view
to the outlook shared calendar - even went into properties and under
Administration in INITIAL VIEW - made sure that view was selected..
And, STILL - the automatic formatting is NOT transferring to the shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public" folder? And,
if
so, how do I do that? I just created the calendar from my outlook and then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
D

Diane Poremsky [MVP]

Well, is it yes or no? :) The category names need to exist on the other
computers - the colors they are assigned on the other computers will be the
color they use - but if they are not in the master category list, they'll
just be white/no color.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
No.

Diane Poremsky said:
Do the color categories you are using exist on the other computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
Ok, I'll try this question again.. I want to share a custom calendar
with
about 5 folks in our company.. no problem on creating the calendar and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big problem
comes
with the automatic formatting.. I want the appointment to have a
specific
color based on the criteria I identified in the auto formatting dialog
box.
It works just fine on my calendar but will not transfer to the shared
calendar.
I followed the MVP Diane advice and created a custom view - applied the
view
to the outlook shared calendar - even went into properties and under
Administration in INITIAL VIEW - made sure that view was selected..
And, STILL - the automatic formatting is NOT transferring to the shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public" folder?
And,
if
so, how do I do that? I just created the calendar from my outlook and
then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
T

Tree

Sorry about that.. I was having problems with the reply option... Yes, the
colors exist on the other computers, but now you ask about category names?? I
am not doing categories as we discussed previously.. your previous response
(on the other post concerning this very same subject) was that the best way
to do this was through Automatic Formatting and setting up Views.. because
categories are per user while the views should be able to be set so that all
users of that calendar can then use that view.. I did do that, but the view
is not showing up on the other computers..

So.. I just want to make sure I'm on the right track - are we not using
views to do this now but categories instead? And, if we are using categories
instead.. how do I do that?? you mentioned something about a Master Category
list??

Thank you..



Diane Poremsky said:
Well, is it yes or no? :) The category names need to exist on the other
computers - the colors they are assigned on the other computers will be the
color they use - but if they are not in the master category list, they'll
just be white/no color.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
No.

Diane Poremsky said:
Do the color categories you are using exist on the other computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Ok, I'll try this question again.. I want to share a custom calendar
with
about 5 folks in our company.. no problem on creating the calendar and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big problem
comes
with the automatic formatting.. I want the appointment to have a
specific
color based on the criteria I identified in the auto formatting dialog
box.
It works just fine on my calendar but will not transfer to the shared
calendar.
I followed the MVP Diane advice and created a custom view - applied the
view
to the outlook shared calendar - even went into properties and under
Administration in INITIAL VIEW - made sure that view was selected..
And, STILL - the automatic formatting is NOT transferring to the shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public" folder?
And,
if
so, how do I do that? I just created the calendar from my outlook and
then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
Ad

Advertisements

D

Diane Poremsky [MVP]

The problem with outlook 2007 is that color categories colors can't be
overridden by colors assigned by views. So you can create a view that only
shows the "Meeting" category, but you can't assign the blue color using
views because the category is really a color category. You need to use a
different field to identify the items and they can't have categories
assigned. Ie, all meetings in MeetingRoom2 can be blue, as long as they
aren't assigned the Important category, which is red. If they are assigned
to the Important category, they will be red - the color assigned to the
category takes precedence over the color assigned by the view.

Now if everyone has the Important category assigned to the blue color, then
they will see it in blue. This is unrelated to the view you set on the
folder. If they don't have Important in their master category list, then it
should use the color assigned by the view.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
Sorry about that.. I was having problems with the reply option... Yes, the
colors exist on the other computers, but now you ask about category
names?? I
am not doing categories as we discussed previously.. your previous
response
(on the other post concerning this very same subject) was that the best
way
to do this was through Automatic Formatting and setting up Views..
because
categories are per user while the views should be able to be set so that
all
users of that calendar can then use that view.. I did do that, but the
view
is not showing up on the other computers..

So.. I just want to make sure I'm on the right track - are we not using
views to do this now but categories instead? And, if we are using
categories
instead.. how do I do that?? you mentioned something about a Master
Category
list??

Thank you..



Diane Poremsky said:
Well, is it yes or no? :) The category names need to exist on the other
computers - the colors they are assigned on the other computers will be
the
color they use - but if they are not in the master category list, they'll
just be white/no color.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
No.

:

Do the color categories you are using exist on the other computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Ok, I'll try this question again.. I want to share a custom calendar
with
about 5 folks in our company.. no problem on creating the calendar
and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big
problem
comes
with the automatic formatting.. I want the appointment to have a
specific
color based on the criteria I identified in the auto formatting
dialog
box.
It works just fine on my calendar but will not transfer to the
shared
calendar.
I followed the MVP Diane advice and created a custom view - applied
the
view
to the outlook shared calendar - even went into properties and under
Administration in INITIAL VIEW - made sure that view was selected..
And, STILL - the automatic formatting is NOT transferring to the
shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public" folder?
And,
if
so, how do I do that? I just created the calendar from my outlook
and
then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
T

Tree

But I did not use any "categories" - I used the AUTOMATIC FORMATTING feature
ONLY.. but I guess that "automatically" puts it into Categories.. ????

Is it all possible to get a step by step instruction on how to make this
work?


Diane Poremsky said:
The problem with outlook 2007 is that color categories colors can't be
overridden by colors assigned by views. So you can create a view that only
shows the "Meeting" category, but you can't assign the blue color using
views because the category is really a color category. You need to use a
different field to identify the items and they can't have categories
assigned. Ie, all meetings in MeetingRoom2 can be blue, as long as they
aren't assigned the Important category, which is red. If they are assigned
to the Important category, they will be red - the color assigned to the
category takes precedence over the color assigned by the view.

Now if everyone has the Important category assigned to the blue color, then
they will see it in blue. This is unrelated to the view you set on the
folder. If they don't have Important in their master category list, then it
should use the color assigned by the view.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
Sorry about that.. I was having problems with the reply option... Yes, the
colors exist on the other computers, but now you ask about category
names?? I
am not doing categories as we discussed previously.. your previous
response
(on the other post concerning this very same subject) was that the best
way
to do this was through Automatic Formatting and setting up Views..
because
categories are per user while the views should be able to be set so that
all
users of that calendar can then use that view.. I did do that, but the
view
is not showing up on the other computers..

So.. I just want to make sure I'm on the right track - are we not using
views to do this now but categories instead? And, if we are using
categories
instead.. how do I do that?? you mentioned something about a Master
Category
list??

Thank you..



Diane Poremsky said:
Well, is it yes or no? :) The category names need to exist on the other
computers - the colors they are assigned on the other computers will be
the
color they use - but if they are not in the master category list, they'll
just be white/no color.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

No.

:

Do the color categories you are using exist on the other computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Ok, I'll try this question again.. I want to share a custom calendar
with
about 5 folks in our company.. no problem on creating the calendar
and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big
problem
comes
with the automatic formatting.. I want the appointment to have a
specific
color based on the criteria I identified in the auto formatting
dialog
box.
It works just fine on my calendar but will not transfer to the
shared
calendar.
I followed the MVP Diane advice and created a custom view - applied
the
view
to the outlook shared calendar - even went into properties and under
Administration in INITIAL VIEW - made sure that view was selected..
And, STILL - the automatic formatting is NOT transferring to the
shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public" folder?
And,
if
so, how do I do that? I just created the calendar from my outlook
and
then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
D

Diane Poremsky [MVP]

What fields are you using to set the criteria in the automatic formatting
rule?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
But I did not use any "categories" - I used the AUTOMATIC FORMATTING
feature
ONLY.. but I guess that "automatically" puts it into Categories.. ????

Is it all possible to get a step by step instruction on how to make this
work?


Diane Poremsky said:
The problem with outlook 2007 is that color categories colors can't be
overridden by colors assigned by views. So you can create a view that
only
shows the "Meeting" category, but you can't assign the blue color using
views because the category is really a color category. You need to use a
different field to identify the items and they can't have categories
assigned. Ie, all meetings in MeetingRoom2 can be blue, as long as they
aren't assigned the Important category, which is red. If they are
assigned
to the Important category, they will be red - the color assigned to the
category takes precedence over the color assigned by the view.

Now if everyone has the Important category assigned to the blue color,
then
they will see it in blue. This is unrelated to the view you set on the
folder. If they don't have Important in their master category list, then
it
should use the color assigned by the view.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
Sorry about that.. I was having problems with the reply option... Yes,
the
colors exist on the other computers, but now you ask about category
names?? I
am not doing categories as we discussed previously.. your previous
response
(on the other post concerning this very same subject) was that the best
way
to do this was through Automatic Formatting and setting up Views..
because
categories are per user while the views should be able to be set so
that
all
users of that calendar can then use that view.. I did do that, but the
view
is not showing up on the other computers..

So.. I just want to make sure I'm on the right track - are we not
using
views to do this now but categories instead? And, if we are using
categories
instead.. how do I do that?? you mentioned something about a Master
Category
list??

Thank you..



:

Well, is it yes or no? :) The category names need to exist on the
other
computers - the colors they are assigned on the other computers will
be
the
color they use - but if they are not in the master category list,
they'll
just be white/no color.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

No.

:

Do the color categories you are using exist on the other computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Ok, I'll try this question again.. I want to share a custom
calendar
with
about 5 folks in our company.. no problem on creating the
calendar
and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big
problem
comes
with the automatic formatting.. I want the appointment to have a
specific
color based on the criteria I identified in the auto formatting
dialog
box.
It works just fine on my calendar but will not transfer to the
shared
calendar.
I followed the MVP Diane advice and created a custom view -
applied
the
view
to the outlook shared calendar - even went into properties and
under
Administration in INITIAL VIEW - made sure that view was
selected..
And, STILL - the automatic formatting is NOT transferring to the
shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public"
folder?
And,
if
so, how do I do that? I just created the calendar from my outlook
and
then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
T

Tree

In Automatic Formatting, Condition, Advanced, Field, Subject (is exactly) and
then I list the terms..
The color is picked in the first dialog window that pops up when you select
Automatic Formatting..

Diane Poremsky said:
What fields are you using to set the criteria in the automatic formatting
rule?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
But I did not use any "categories" - I used the AUTOMATIC FORMATTING
feature
ONLY.. but I guess that "automatically" puts it into Categories.. ????

Is it all possible to get a step by step instruction on how to make this
work?


Diane Poremsky said:
The problem with outlook 2007 is that color categories colors can't be
overridden by colors assigned by views. So you can create a view that
only
shows the "Meeting" category, but you can't assign the blue color using
views because the category is really a color category. You need to use a
different field to identify the items and they can't have categories
assigned. Ie, all meetings in MeetingRoom2 can be blue, as long as they
aren't assigned the Important category, which is red. If they are
assigned
to the Important category, they will be red - the color assigned to the
category takes precedence over the color assigned by the view.

Now if everyone has the Important category assigned to the blue color,
then
they will see it in blue. This is unrelated to the view you set on the
folder. If they don't have Important in their master category list, then
it
should use the color assigned by the view.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Sorry about that.. I was having problems with the reply option... Yes,
the
colors exist on the other computers, but now you ask about category
names?? I
am not doing categories as we discussed previously.. your previous
response
(on the other post concerning this very same subject) was that the best
way
to do this was through Automatic Formatting and setting up Views..
because
categories are per user while the views should be able to be set so
that
all
users of that calendar can then use that view.. I did do that, but the
view
is not showing up on the other computers..

So.. I just want to make sure I'm on the right track - are we not
using
views to do this now but categories instead? And, if we are using
categories
instead.. how do I do that?? you mentioned something about a Master
Category
list??

Thank you..



:

Well, is it yes or no? :) The category names need to exist on the
other
computers - the colors they are assigned on the other computers will
be
the
color they use - but if they are not in the master category list,
they'll
just be white/no color.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

No.

:

Do the color categories you are using exist on the other computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Ok, I'll try this question again.. I want to share a custom
calendar
with
about 5 folks in our company.. no problem on creating the
calendar
and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big
problem
comes
with the automatic formatting.. I want the appointment to have a
specific
color based on the criteria I identified in the auto formatting
dialog
box.
It works just fine on my calendar but will not transfer to the
shared
calendar.
I followed the MVP Diane advice and created a custom view -
applied
the
view
to the outlook shared calendar - even went into properties and
under
Administration in INITIAL VIEW - made sure that view was
selected..
And, STILL - the automatic formatting is NOT transferring to the
shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public"
folder?
And,
if
so, how do I do that? I just created the calendar from my outlook
and
then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
D

Diane Poremsky [MVP]

Thanks. I'll record the steps with camtasia.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
In Automatic Formatting, Condition, Advanced, Field, Subject (is exactly)
and
then I list the terms..
The color is picked in the first dialog window that pops up when you
select
Automatic Formatting..

Diane Poremsky said:
What fields are you using to set the criteria in the automatic formatting
rule?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
But I did not use any "categories" - I used the AUTOMATIC FORMATTING
feature
ONLY.. but I guess that "automatically" puts it into Categories.. ????

Is it all possible to get a step by step instruction on how to make
this
work?


:

The problem with outlook 2007 is that color categories colors can't be
overridden by colors assigned by views. So you can create a view that
only
shows the "Meeting" category, but you can't assign the blue color
using
views because the category is really a color category. You need to
use a
different field to identify the items and they can't have categories
assigned. Ie, all meetings in MeetingRoom2 can be blue, as long as
they
aren't assigned the Important category, which is red. If they are
assigned
to the Important category, they will be red - the color assigned to
the
category takes precedence over the color assigned by the view.

Now if everyone has the Important category assigned to the blue color,
then
they will see it in blue. This is unrelated to the view you set on the
folder. If they don't have Important in their master category list,
then
it
should use the color assigned by the view.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Sorry about that.. I was having problems with the reply option...
Yes,
the
colors exist on the other computers, but now you ask about category
names?? I
am not doing categories as we discussed previously.. your previous
response
(on the other post concerning this very same subject) was that the
best
way
to do this was through Automatic Formatting and setting up Views..
because
categories are per user while the views should be able to be set so
that
all
users of that calendar can then use that view.. I did do that, but
the
view
is not showing up on the other computers..

So.. I just want to make sure I'm on the right track - are we not
using
views to do this now but categories instead? And, if we are using
categories
instead.. how do I do that?? you mentioned something about a Master
Category
list??

Thank you..



:

Well, is it yes or no? :) The category names need to exist on the
other
computers - the colors they are assigned on the other computers
will
be
the
color they use - but if they are not in the master category list,
they'll
just be white/no color.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

No.

:

Do the color categories you are using exist on the other
computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Ok, I'll try this question again.. I want to share a custom
calendar
with
about 5 folks in our company.. no problem on creating the
calendar
and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big
problem
comes
with the automatic formatting.. I want the appointment to have
a
specific
color based on the criteria I identified in the auto
formatting
dialog
box.
It works just fine on my calendar but will not transfer to the
shared
calendar.
I followed the MVP Diane advice and created a custom view -
applied
the
view
to the outlook shared calendar - even went into properties and
under
Administration in INITIAL VIEW - made sure that view was
selected..
And, STILL - the automatic formatting is NOT transferring to
the
shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public"
folder?
And,
if
so, how do I do that? I just created the calendar from my
outlook
and
then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 
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T

Tree

Sorry, but I don't understand what that means.. ?

Diane Poremsky said:
Thanks. I'll record the steps with camtasia.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Tree said:
In Automatic Formatting, Condition, Advanced, Field, Subject (is exactly)
and
then I list the terms..
The color is picked in the first dialog window that pops up when you
select
Automatic Formatting..

Diane Poremsky said:
What fields are you using to set the criteria in the automatic formatting
rule?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

But I did not use any "categories" - I used the AUTOMATIC FORMATTING
feature
ONLY.. but I guess that "automatically" puts it into Categories.. ????

Is it all possible to get a step by step instruction on how to make
this
work?


:

The problem with outlook 2007 is that color categories colors can't be
overridden by colors assigned by views. So you can create a view that
only
shows the "Meeting" category, but you can't assign the blue color
using
views because the category is really a color category. You need to
use a
different field to identify the items and they can't have categories
assigned. Ie, all meetings in MeetingRoom2 can be blue, as long as
they
aren't assigned the Important category, which is red. If they are
assigned
to the Important category, they will be red - the color assigned to
the
category takes precedence over the color assigned by the view.

Now if everyone has the Important category assigned to the blue color,
then
they will see it in blue. This is unrelated to the view you set on the
folder. If they don't have Important in their master category list,
then
it
should use the color assigned by the view.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Sorry about that.. I was having problems with the reply option...
Yes,
the
colors exist on the other computers, but now you ask about category
names?? I
am not doing categories as we discussed previously.. your previous
response
(on the other post concerning this very same subject) was that the
best
way
to do this was through Automatic Formatting and setting up Views..
because
categories are per user while the views should be able to be set so
that
all
users of that calendar can then use that view.. I did do that, but
the
view
is not showing up on the other computers..

So.. I just want to make sure I'm on the right track - are we not
using
views to do this now but categories instead? And, if we are using
categories
instead.. how do I do that?? you mentioned something about a Master
Category
list??

Thank you..



:

Well, is it yes or no? :) The category names need to exist on the
other
computers - the colors they are assigned on the other computers
will
be
the
color they use - but if they are not in the master category list,
they'll
just be white/no color.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

No.

:

Do the color categories you are using exist on the other
computers?

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Let's Really Fix Outlook 2010
http://forums.slipstick.com/forumdisplay.php?f=34

Ok, I'll try this question again.. I want to share a custom
calendar
with
about 5 folks in our company.. no problem on creating the
calendar
and
then
sharing it.. we have outlook 2007 with exchange.. BUT the big
problem
comes
with the automatic formatting.. I want the appointment to have
a
specific
color based on the criteria I identified in the auto
formatting
dialog
box.
It works just fine on my calendar but will not transfer to the
shared
calendar.
I followed the MVP Diane advice and created a custom view -
applied
the
view
to the outlook shared calendar - even went into properties and
under
Administration in INITIAL VIEW - made sure that view was
selected..
And, STILL - the automatic formatting is NOT transferring to
the
shared
calendar..
I'm wondering if the shared calendar HAS to be in a "public"
folder?
And,
if
so, how do I do that? I just created the calendar from my
outlook
and
then
did the sharing from the Navigation Pane..
PLEASE HELP!!!!!!!!!!!!!!!!!!!!!
 

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