Microsoft Office Tutorials and References
In Depth Information
Publishing a Form
You must publish a form to make it available for use. You have three options:
n Publish the form to the Personal Forms Library, where it will be available for use as a
template.
n Publish the form to a personal folder, where it will be available for your use only.
n Publish the form to a public folder (Microsoft Exchange only), where it will be available
for use by anyone who has permission to access that folder.
The true power of Outlook forms can only be realized when you are using them with an Exchange
Server account. This topic, including publishing forms to public folders, is covered in Chapter 28.
For now I will explain the fundamentals of publishing a form.
After you have completed form design, click the Publish button on the ribbon. The Forms
Designer displays a menu with two choices: Publish Form and Publish Form As.
If your form was created based on one of Outlook’s default templates, these commands are
equivalent — either command opens the Publish Form As dialog box (see Figure 26.18). Then:
1.
Open the Look In list and select the folder where you want to publish the form. If the
folder you want is not on this list, click the Browse button to locate it.
2.
Enter a descriptive name for the form in the Display Name box. This is the name Outlook
uses for the form.
3.
By default, the Form Name box — which is the name that the form’s file will be given —
is the same as the display name. There is rarely a reason to change this but you can if
needed.
4.
Click Publish.
Creating Folders for Forms
In most situations you will publish a form to a folder created specifically for that form (or for two or
more forms of the same type). When you create such a folder, you will specify the type of item it
will contain. Be sure to specify the same type of item as the template your form is based on.
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