Simple form as template, but I'm stuck!!

[Mark R Penn]

Hi

This is what I want to do:

Take a standard Appointment (and later on, Task) form, modify it just a
little, pre-defining certain data such as categories, status, location etc,
and then publish it for my own use only.

I then want to do the same again several times - all variations on a theme,
and get QUICK access to them.

I use Outlook "standalone" (personal folders only, no Exchange server, no
shared calendars etc etc), and have been able to create and publish my first
form to the Calendar folder (and it works), but here's my problem: The whole
idea here is to save myself some time - I want to use the forms as templates
really, so that, for example, when I want to enter a new Sales Call
appointment, it will have the correct category, status, etc etc already set.
That's fine, but for it to really save any time I need quick access to my
selection of "templates". At present I have to go Choose form (the closest I
can get from a toolbar)>Change "look In" to Calendar>Select the correct
form>Click open. By the time I've done all that I might as well enter the
data from scratch!

So, the basic question is, is there any way for me to get quick (single
click?) access to forms I've created and published to a folder? Or, is there
any other way to set up simple "templates". I can do it in the PIM on my
Pocket PC, so it seems to me there MUST be a way to do it in Outlook
2003!!!!

Thanks for any help available.

Mark

 

[Sue Mosher [MVP]]

There are quite a few ways to quickly launch forms -- see http://www.slipstick.com/dev/launchform.htm
--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers

 

[Mark R Penn]

Sue, you're a star!! Thanks.

Why can't MS make it simple to work that out - why no help on the subject.
There's no mention at all of Outlook templates in the help system.

Oh well.


There are quite a few ways to quickly launch forms -- see
http://www.slipstick.com/dev/launchform.htm
--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers