hide fields in custom form

[James Fonda]

I have a customized task form from Franklin Covey (from their OUTLOOK PLUS
program). I want to further customize it with a couple of new fields for my
private tracking of
time, etc. I would like to assign tasks to my clients but I don't want them
to see some of these new fields. Any ideas?

I'm using XP and OUTLOOK 2002

 

[Hollis D. Paul]

I would like to assign tasks to my clients but I don't want them
to see some of these new fields. Any ideas?

There is no field-level security in Outlook. The only security is
applied to the .pst file. Once a client has access to a pst file,
he/she can eventually see all the fields. You can password protect a
form, but that only makes it more difficult, not impossible.

If you need field-level security, use a product that is designed to
provide it.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2195
http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US

Mukilteo, WA USA

 

[James Fonda]

There is no field-level security in Outlook. The only security is
applied to the .pst file. Once a client has access to a pst file,
he/she can eventually see all the fields. You can password protect a
form, but that only makes it more difficult, not impossible.

Would the person that I am sending it to have access to my pst file if I
just assigned the task through email? I'm not on an exchange server and have
Home Office Outlook.

I won't be having vital information in the fields so I don't need major
security but rather just a deterrent so that they aren't bothered with all
of my extra fields.

If you need field-level security, use a product that is designed to
provide it.

I want to stay with OUTLOOK, would one of these products that you are
talking about be an addin? Thanks for your time

 

[Hollis D. Paul]

Would the person that I am sending it to have access to my pst file if I
just assigned the task through email? I'm not on an exchange server and have
Home Office Outlook.

What you are really asking about is how to have Exchange collaboration without
buying the Exchange server. Lots of people are crying for this. Everyone
wants to avoid the cost of an Exchange server. But most want to avoid the
tech requirements of running an Exchange server. The nearest MS has come to
this is the Small Business Server, which includes the Exchange Server in the
software that is installed on the server box. Mostly it is run by wizards,
but even so, somebody with technical savvy has to run it.

To answer your specific question, the person you would be sending it to would
not have access to your .pst file 1) if you were using it, AND 2) if they are
on a peer-to-peer network, AND the .pst file was on a network share and you
had given permissions, etc. OR 3) they log into your network using VPN or
something AND opened your .pst file, etc.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2195
http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US

Mukilteo, WA USA

 

[Hollis D. Paul]

I won't be having vital information in the fields so I don't need major
security but rather just a deterrent so that they aren't bothered with all
of my extra fields.

Don't worry about protecting the form, just put the extraneous fields on a
separate page.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2195
http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US

Mukilteo, WA USA

 

[Hollis D. Paul]

I want to stay with OUTLOOK, would one of these products that you are
talking about be an addin? Thanks for your time

I really do not know what Home Office Outlook is, but the
field-security products I was alluding to are things like SQL2003,
Oracle, or some other major database. No, they are not Outlook add-ins
and if you can't afford Exchange, you can't afford any of them, either.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2195
http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US

Mukilteo, WA USA

 

[James Fonda]

Don't worry about protecting the form, just put the extraneous fields on a
separate page.

Thank you so much and sorry for the confusion. I am using OUTLOOK 2002
(Microsoft Office XP Small Business Edition) The info I'd use in the fields
wouldn't be top secret or anything but personal and private notes that I'd
like to keep private (in other words, something that the average user
wouldn't see unless they purposely put some effort into finding)

 

[James Fonda]

Will this be still be hidden from them (albeit not totally secure) if I
don't publish the extra page? I make office notes that I prefer them not to
see... just minimal security is fine...a deterrent.

I won't be having vital information in the fields so I don't need major
security but rather just a deterrent so that they aren't bothered with all
of my extra fields.

Don't worry about protecting the form, just put the extraneous fields on a
separate page.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2195
http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US

Mukilteo, WA USA

 

[Hollis D. Paul]

Will this be still be hidden from them (albeit not totally secure) if I
don't publish the extra page? I make office notes that I prefer them not to
see... just minimal security is fine...a deterrent.

When you publish a form, all its pages are published. And when the user opens
an item that is an instance of the form, they get all the pages. You can
have read and compose pages, in which the sensitive pages are hidden in the
read page. You would then have to go into design mode to see those pages,
also.

Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2195
http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US

Mukilteo, WA USA

 

[James Fonda]

When you publish a form, all its pages are published. And when the user opens
an item that is an instance of the form, they get all the pages. You can
have read and compose pages, in which the sensitive pages are hidden in the
read page. You would then have to go into design mode to see those pages,
also.

Can I still export the tasks (with the new fields)to an excel file? If I
make the task form as you suggest, in 'design mode', will it be very time
consuming to fill the fields in ? And lastly, can you point me to somewhere
that teaches me how to do this? Thanks for all the time you've spent helping
me

 

[Hollis D. Paul]

Can I still export the tasks (with the new fields)to an excel file? If I
make the task form as you suggest, in 'design mode', will it be very time
consuming to fill the fields in ? And lastly, can you point me to somewhere
that teaches me how to do this? Thanks for all the time you've spent helping
me

Again, you will need to write the code to move the custom fields into the
Excel file. There is a page on www.slipstick.com that tells you how to do
this. Use the search function and a search term of 'export', without the
quotes. Time consuming--depends on the number of custom fields you create and
insist be filled in. For quick links to Outlook resources, go to:

http://www.outlookbythesound.com/sbs2003/12frameset_outlook.htm

There is somewhat more detail when you click the URL for the Premier Outlook
Resources at the bottom of the left pane.



Hollis D. Paul [MVP - Outlook]
(e-mail address removed)
Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2195
http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US

Mukilteo, WA USA