Help Creating a Message Form

[yorgle7]

I'm new to Outlook and I'm having a little problem designing a form
that integrates with an email message. What I want to do is add a
checkbox to an email that the recipient can then check off to indicate
that the work that was done is satisfactory. I created a form in
outlook that is based on the message form. I added a checkbox on the
right side of the form and published it to a new folder that I created.
When I select New Form from the actions menu, I see the checkbox. If I
then fill out the "To" email address and send the form to myself, I
only see the email portion of the message, and not checkbox. I'm sure
that I'm doing something obvious to cause this, but I was hoping that
someone could point out my error. Thanks in advance.

 

[Sue Mosher [MVP-Outlook]]

Before you go any further down this road, let's make sure you can meet the minimum requirements for making this kind of form work:

1) All recipients using Outlook.

2) Ability to publish the custom message form to either the Organizational Forms library on your company's Exchange server or to each recipient's Personal Forms library.


--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[yorgle7]

I'd be able to publish it in the Organizational Forms library. Is that
the cause of the problem? That the form isn't available at the
receiving end? I didn't think that would be the case, since I don't see
the form when I email it to myself.

 

[Sue Mosher [MVP-Outlook]]

That's potentially part of the problem. Another possible issue: Did you forget to click the Edit Read Page button and create a read layout showing the fields that contain the data?

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

Hi Sue,
I have a similar problem in sending a form from Word. The form arrives in
Outlook beautifully except that the content of drop-down menus does not
display. Would the Edit->Read Page you describe here work? Also, I didn't
see that on my Outlook menu.

Regards,
Trouvera

 

[Hollis Paul]

I have a similar problem in sending a form from Word. The form arrives in
Outlook beautifully except that the content of drop-down menus does not
display. Would the Edit->Read Page you describe here work? Also, I didn't
see that on my Outlook menu.

Before you send in Word, you want to save the List value of the drop-down
control to an Outlook list field and the index value of the control to a
outlook numeric field, and add code to your Item Open list to initialize the
list box from the fields.

 

[Sue Mosher [MVP-Outlook]]

A Word form won't translate into an email message. The original poster was referring to a custom Outlook form.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

Hi Sue,
I have a similar problem in sending a form from Word. The form arrives in
Outlook beautifully except that the content of drop-down menus does not
display. Would the Edit->Read Page you describe here work? Also, I didn't
see that on my Outlook menu.

Regards,
Trouvera

That's potentially part of the problem. Another possible issue: Did you forget to click the Edit Read Page button and create a read layout showing the fields that contain the data?

I'd be able to publish it in the Organizational Forms library. Is that
the cause of the problem? That the form isn't available at the
receiving end? I didn't think that would be the case, since I don't see
the form when I email it to myself.

Sue Mosher [MVP-Outlook] wrote:
Before you go any further down this road, let's make sure you can meet the minimum requirements for making this kind of form work:

1) All recipients using Outlook.

2) Ability to publish the custom message form to either the Organizational Forms library on your company's Exchange server or to each recipient's Personal Forms library.


--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers


I'm new to Outlook and I'm having a little problem designing a form
that integrates with an email message. What I want to do is add a
checkbox to an email that the recipient can then check off to indicate
that the work that was done is satisfactory. I created a form in
outlook that is based on the message form. I added a checkbox on the
right side of the form and published it to a new folder that I created.
When I select New Form from the actions menu, I see the checkbox. If I
then fill out the "To" email address and send the form to myself, I
only see the email portion of the message, and not checkbox. I'm sure
that I'm doing something obvious to cause this, but I was hoping that
someone could point out my error. Thanks in advance.

 

[Guest]

Would it work (and be easier?) if I save the file in Word, and then attach it
and do a mailto? That was my next plan.....thanks.

 

[Sue Mosher [MVP-Outlook]]

Do a mailto where?

If you send a Word file as an attachment, then it will act like a Word file. Outlook is not involved at all, except as the way to get it from point A to point B .
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers