Outlook 2007 user-defined fields in notes

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In Outlook 2003 I was able to edit user-defined fields within notes via the
notes-list view.

Having upgraded to Outlook 2007 I cannot access those same user-defined
fields in the same way. Nor do I see any way to access them for changing.

Please advise.

 

[Judy Gleeson \(MVP Outlook\)]

Can you try to explain that again - I can't understand what your first
sentence means.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant

There are various articles about using Outlook here: www.judygleeson.com
Canberra, Australia

 

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Think about it.

In Outlook 2003, if you define custom fields (AKA user-defined fields)
inside Contacts or Tasks, how do you update their values? Via the LIST view,
meaning when it's a list of rows. You drag the column name representing the
user-defined field to the list, then you go into that particular row, then
you go into that particular "cell" where the user-defined field exists, and
you change the value! Very easy. You don't have to add the user-defined field
to the form (the singular row screen) to get to the user-defined field value.
Well, the same WAS true of Notes. Notes are simply a "sticky", meaning there
are no fields on the single view form. Just ... "sticky". So how do you
change the value of a user-defined field on a Note? Same as the others, you
lists your notes, then you go to the row and user-defined field of that
particular note and change it there.

Well, in Outlook 2007, to which I converted everything, I added my
user-defined field columns to Notes, and then I CAN'T CHANGE THEIR VALUES!
EVER AGAIN! NOT GOOD!

OK... forget everything I typed and think of it this way. HOW DO YOU CHANGE
THE VALUE OF USER-DEFINED FIELDS IN NOTES IN OUTLOOK 2007? That's easier!
(LOL!)

Thanx, BTW, for helping me out with this.

 

[Judy Gleeson \(MVP Outlook\)]

I think all you need to do is TURN ON INLINE EDITING. lol

But ... you're not speaking to someone with much forms design experience
(you're in the wrong newsgroup for that).

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant

There are various articles about using Outlook here: www.judygleeson.com
Canberra, Australia

 

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No, I'm not trying to do something "custom". Outlook 2003 allowed the average
"what are forms?" user to change user-defined values in their notes via the
notes list. Now Outlook 2007 appears to prevent it.

So, one more time for the average users out there:
HOW DO YOU CHANGE THE VALUE OF USER-DEFINED FIELDS IN NOTES IN OUTLOOK 2007?

That's my simple question. You're able to assign user-defined fields to
notes, how do you change their values?

 

[Judy Gleeson \(MVP Outlook\)]

did you try in-line editing?

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant

There are various articles about using Outlook here: www.judygleeson.com
Canberra, Australia

 

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What is "in-line editing"? Is it something I must activate before being
available for use?

 

[Judy Gleeson \(MVP Outlook\)]

I have already suggested you turn on in line editing. You do it when in a
table view, right click the column header, customise current view, other
settings, allow in cell editing.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant

There are various articles about using Outlook here: www.judygleeson.com
Canberra, Australia

 

[Skip]

THAT was the ANSWER I was looking for! THANK YOU!!!

I had no idea what "in line editing" was. Somehow, MANY years ago, I had
figured out how to turn that ON for NOTES! 4 years later, no recollection.

For some strange reason, Microsoft had the wisdom (????) to "turn on" in
line editing automatically for Contacts and Tasks, and yet NOT Notes! (I have
customized "SORT" fields on all three entities.)

Again, thanx for your help.

 

[Judy Gleeson \(MVP Outlook\)]

Help available but never expect any logical behaviour from Outlook

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant

There are various articles about using Outlook here: www.judygleeson.com
Canberra, Australia