Microsoft Office Tutorials and References
In Depth Information
Forms and Microsoft Exchange
Though not strictly required, it is true that almost all Outlook forms applications use Microsoft
Exchange for public folders. This is covered in Chapter 28.
There are some other form templates that may require some explanation:
n Post: This form is intended for collecting information for posting to a public folder.
n RSS Article (hidden): This form is designed for use with RSS feeds.
n Meeting Request (hidden): This form is used to send a meeting request.
n Task Request (hidden): This form is used to send a task request.
Note that three of these forms are marked as hidden. This is because during normal Outlook
operation you never see these forms — they are used behind the scenes. They are still available for use
as a template, however.
When you decide which template to base your custom form on, think about the purpose of the
application. If the functionality requires sending information between recipients, the Message form
is likely your best bet. If the functionality requires posting information to public or private folders,
a Contact, Appointment, Task, or Post template would be suitable depending on the nature of the
In practice, two of Outlook’s forms are used most often as templates: Message and Post. This
chapter focuses on using these form templates, but the principles are the same for the other templates.
Creating a custom form involves two fundamental steps:
Design the form to work with the information required by your application.
Publish the form to make it available.
These topics are covered in the remainder of this chapter and in the next chapter.
Designing a Form
You create custom forms in the Forms Designer , a powerful tool that lets you customize a form to
precisely meet your needs. This section explains the procedures you use in the Forms Designer,
then later in the chapter I present some step-by-step examples of creating custom forms.
In Outlook, a field represents a single piece of information, such as the subject of an email message
or the phone number of a contact. Forms use fields, too — in fact, all the information a form
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