How do you modify an existing form

B

Bill Board

I'm trying to modify the Business Contact Mangers (BCM) contact card. I'm
using Outlook 2007. I go to Tools > Forms > Design a Form. Form the "Look
In" drop down I select \Business Contact manager\Business Contacts. I
select Contact (message Class: IPM.Contact) When I open it, it looks like
the standard default Contact card template. How do I get to the form that
has the "Classification" section witht he "Mark as: Lead" "Status:
Active", etc.??

I have the book "Microsoft Outlook 2007 Programming" by Sue Mosher and I
know how to do form regions. My thought was, and correct me if I
missunderstand how the "replaceAll" vs. "adjoining" work, but I was going to
replace the whole Business Contact card with a new one. One with most of the
same fields but a few new ones that we need. I was going to do this with the
"replaceAll". This way we can have the fields in the order of the work flow
and the user doesn't have to drop to a region at the bottom to enter some
data.

Anything that might help me?

Thanks,
Bill
 
S

Sue Mosher [MVP-Outlook]

As I understand it, the BCM-specific layout in 2007 is actually a replacement form region handled by the BCM add-in for the IPM.Contact.BCM.Contact message class. You can't modify it directly, nor would you really want to, IMO, because you'd have to reverse-engineer all the functionality that the BCM add-in applies to that form region. Instead, you should use the built-in feature for adding and arranging custom fields -- see http://blogs.msdn.com/bcm/archive/2007/03/07/customizing-bcm.aspx.

An adventurous soul might explore building a separate form region that BCM could display as a separate page, but I have a feeling that might get messy.
 
B

Bill Board

I'm trying to do as little works as I can. I'd like to have my new field
(customer field I've created) in-between two existing fields due to
workflow. I've only found how to add it at the bottom in its own section.
I'll take a look at the link you have referenced.


As I understand it, the BCM-specific layout in 2007 is actually a
replacement form region handled by the BCM add-in for the
IPM.Contact.BCM.Contact message class. You can't modify it directly, nor
would you really want to, IMO, because you'd have to reverse-engineer all
the functionality that the BCM add-in applies to that form region. Instead,
you should use the built-in feature for adding and arranging custom
fields -- see
http://blogs.msdn.com/bcm/archive/2007/03/07/customizing-bcm.aspx.

An adventurous soul might explore building a separate form region that BCM
could display as a separate page, but I have a feeling that might get messy.
 
B

Bill Board

You've got to be kidding me... I can change what elements within a drop down
to make that fit my needs, but I can't change the label of the field?? Ok,
I think I have this now. I can add a region at the bottom of the form and I
can add fields in the User-Defined Fields area. That's it. Do I understand
it correctly now?

I don't think so.

--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54
 

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