Using Folder Assistant in Outlook via Public Folders on Custom Form field


D

Dan C.

I'm working on developing a custom Outlook form based on the message
template. I've added a combobox drop down for "State". Basically, this
form will be available on the Organizational level of the exchange
server and users will be able to select it, fill in the message body and
select a representative state (AR or AK or something like that) then
click send.
I ran into a problem with the fact that setting up a rule in the mailbox
creates a "client-only" situation. Since this mailbox is not open all
the time, I need the rule to be "server-based". The workaround I came
up with was to forward the message to a Public folder and use the Folder
Assistant to manage the message forwarding.
Here's my problem...When I go to 'Add Rule', 'Advanced', and 'Show
Selected Properties of..." and select the right form from the
Organizational level, then put a tick mark next to the "State" field,
the criteria doesn't save when I OK out of those screens. I get no
error message.

How can I forward messages from either the 'Inbox' or from this Public
folder based on this "State" field?
 
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K

Ken Slovak - [MVP - Outlook]

Do you have a user property set up that takes the value of your drop-down (a
bound field)? Without that you will never get a value you can work with. Is
the user property added to the folder fields?
 
K

Ken Slovak - [MVP - Outlook]

In All Fields is that property listed as being in the item or in the folder
or both?

Are you using a standard user property or textbox to capture the selected
value of the drop-down? I believe that's needed to get what you want to
work.
 
D

Dan C.

Ken, Thanks for your diligence. In All Fields, it is listed in both the
item and the folder. I used the control toolbox to create a combobox.
I have renamed the control as cbobxState and labeled the value as
strStateValue to make it easier to differentiate. The Type = Text,
Format = Text, List type = Dropdown, Property to use = Value.

Since the exchange mailbox will not be open when messages are arriving,
I need the rule run on the server side without any user input. The
problem is that when I choose "selected properties of documents or
forms" it says it has to be a client-only rule and will run when outlook
is running. That is the reason I even went to thinking about a public
folder in the first place. The action of applying a rule to this field
seems to be the problem in trying to forward this message or redirecting
to another recipient.

Thoughts?






From: Ken Slovak - [MVP - Outlook]

In All Fields is that property listed as being in the item or in the
folder
or both?

Are you using a standard user property or textbox to capture the
selected
value of the drop-down? I believe that's needed to get what you want to
work.
 
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K

Ken Slovak - [MVP - Outlook]

My thoughts are not to use a rule for that but to code it. Makes things a
lot simpler.
 

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