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Creating forms in Outlook

thread68-9604

Creating forms in Outlook

Creating forms in Outlook

(OP)
I'm not sure if this is where I need to be posting this form, but hey, it's all good.

I am trying to create a form in Outlook that can be selected just as "New Mail Message," "New Contact," or "New Appointment" for example.  Basically I want people to be able to open this form, fill it out and e-mail it to me within Outlook.  I'm trying to make this as easy for everyone as possible and make it short and sweet for the end-user (no opening Word files, filling out the form and then attaching it to an e-mail... that has too many steps).  Any ideas?

RE: Creating forms in Outlook

i don't now about creating forms in outlook, but i do know how to do them in html and i could help you with that if you have a site.
if you have a site-
here is some html code that you can use->
<html>
<head>
<title>Contact Me</title>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1">
</head>

<body bgcolor="#FFFFFF" background="back-space.gif" text=white link="blue" vlink="red" alink="lime">
<table width="95%" border="0" cellspacing="0" cellpadding="0">
  <tr>
    <td rowspan="3" width="120" valign="top">
      <p align="left"> </p>
<font face=Arial,Helvetica>
      <a href="index.htm">Home</a><p>
<a href="photos.html">Cool Photo's</a><p>
<a href="whatsnew.html">What's New</a><p>
<h3><font color="blue">Contact Me!</font></h3><p>
<a href="favoritelinks.html">Favorite Links</a><p>
<a href="aboutme.html">About Me</a><p>
<a href="Resume.html">Resume'</a><p>
<b><a href="termsofuse.html">Terms of use</a></b><p>
</font>
      </td>
    <td rowspan="3" width="50"> </td>
    <td align=center>
        <b><font face="Arial, Helvetica, sans-serif" size="6"><!--begin title-->Please Contact Me!<!--end title--></font></b>
        <hr>
        <b><font size="4" face="Arial, Helvetica, sans-serif"><!--begin description_heading-->I Would Love To Hear From You and what you would like to see in my site!!!<!--end description_heading--></font></b>
    </td>
  </tr>
  <tr>
    <td align=center><table border=0 width=75%><tr><td><font face="Arial, Helvetica, sans-serif"><!--begin form_description-->Please tell me what you think about my site, what you like or don't like. To contact me please fill out this on-line email feedback form and I'll get back to you as soon as possible. Thanks!<!--end form_description--></font></td></tr></table>
    </td>
  </tr>
  <tr>
    <td valign="top" align="center">
      <div align="center">
        <table width=75% border="0" cellspacing="0" cellpadding="0">
          <tr>
            <td>
              <div align="center">
                <table border=0>
                  <form action="/cgi-bin/cgiemail" method="POST">
                    <input type="hidden" name="cgiemail_required" value="full_name;email">
                    <input type="hidden" name="cgiemail_invalid" value="INVALID EMAIL ADDRESS">
                    <input type="hidden" name="cgiemail_username" value="webmaster">
                    <input type="hidden" name="cgiemail_subject"  value="WebSite Contact Form">
                    <input type="hidden" name="cgiemail_timezone" value="GMT">
                    <input type="hidden" name="cgiemail_timeformat" value="%A, %B %e, %Y %T %Z">
                    <tr>
                      <td>Name: </td>
                      <td>
                        <input name="full_name" type="text" size=34,1 maxlength=256>
                      </td>
                    </tr>
                    <tr>
                      <td>Address: </td>
                      <td>
                        <input name="address" type="text" size=34,1 maxlength=256>
                      </td>
                    </tr>
                    <tr>
                      <td>City:</td>
                      <td>
                        <input name="city" type="text" size=34,1 maxlength=256>
                      </td>
                    </tr>
                    <tr>
                      <td>State:</td>
                      <td>
                        <input name="state" type="text" size=2,1 maxlength=256>
                        <br>
                      </td>
                    </tr>
                    <tr>
                      <td>ZIP Code:</td>
                      <td>
                        <input size=5 type="text" maxlength=5 name="zip1">
                        -
                        <input size=4 type="text" maxlength=4 name="zip2">
                      </td>
                    </tr>
                    <tr>
                      <td>E-Mail:</td>
                      <td>
                        <input name="email" type="text" size=34,1 maxlength=256>
                      </td>
                    </tr>
                    <tr>
                      <td>Phone:</td>
                      <td>
                        <input name="phone" type="text" size=34,1 maxlength=256>
                      </td>
                    </tr>
                    <tr>
                      <td>Fax:</td>
                      <td>
                        <input name="fax" type="text" size=34,1 maxlength=256>
                      </td>
                    </tr>
                    <tr>
                      <td colspan=2>Comments:</td>
                    </tr>
                    <tr>
                      <td colspan=2>
                        <textarea  name="comments" rows=8 cols=50></textarea>
                      </td>
                    </tr>
                    <tr>
                      <td colspan=2>
                        <input value="Mail It!" name="submit" type="SUBMIT">
                          
                        <input value="Reset Reply Form" name="reset" type="reset">
                      </td>
                    </tr>
                  </form>
                </table>
              </div>
            </td>
          </tr>
        </table>
      </div>
    </td>
  </tr>
</table>
</body>
</html>
i hope that i have been of service.

RE: Creating forms in Outlook

(OP)
Well, I don't really have a site to work with.  What I need is to create a screen in Outlook, similar to the New Contact or New Appointment screen that will allow the users in my department to say "New Purchase Request" and fill out this form and send it to me like an e-mail.  I have a form created in Excel that works very well, but my boss doesn't want an outside application to have to be used.  He thinks it's too much work for each person to have to open my form template, fill it out and send it on to me.

RE: Creating forms in Outlook

When requesting new accounts, we created an e-mail with the required field(s) and then saved it as a draft.  You can pull up the draft message, edit it, and then send it to the appropriate person.  You could do the same with this: create an e-mail with the required information, tell the users to save it as a draft, and then have them use it for their form.

RE: Creating forms in Outlook

In outlook 2k you can go to Tools>Forms>Design Form.

You can then create the form you want with fields, buttons, and so on.

Save the form and send it to all your people. They can then bring it up, fill it out, and send it off.

RE: Creating forms in Outlook

(OP)
Bob,

Do I have to have any special permissions to do this?  When i go into that screen it won't let me do anything except view the current forms.  I can't create a new one or even change an old one.

RE: Creating forms in Outlook

Should not unless your administrator has disabled it or requires a password to use it.

Are you sure you are going into 'Design Form' and not 'Choose Form'?

RE: Creating forms in Outlook

(OP)
Bob!  I figured it out and I now have my customized form... now I have another question.  How do I make it accessible via a shortcut.  A one-click link to the form would be best, but I'm at another roadblock (been trying for 4 hours now).

RE: Creating forms in Outlook

Assuming you want to have it on the Outlook Bar.

With the Outlook Bar visible, Click on View>Folder list (If folder list is not already visible).

Find you file in the folder list. RIGHT Drag the file to the Outlook Bar. Let go of the mouse button.

Bob Crawford

RE: Creating forms in Outlook

(OP)
I've made it a template that is available to our entire department and it won't allow me to add it to the Outlook bar.

RE: Creating forms in Outlook

There is a fairly easy way to share forms in Outlook.  Go to Microsoft Exchange Administrator (or ask your systems administrator) and go to Tools, Forms Administrator.  Select the Organizational Forms Administrator Library and install Organization Forms.  Once this is installed on your server, after creating your form in Outlook (or select a Template by going to User Templates in File System), Publish the form in Organizational Forms Library.  Now individual users will be able to open that form in the Organizational Forms Library.  I created a shortcut by adding a "Choose Form" on the Toolbar, changing the name and adding an Icon.  Clicking on the Icon takes the user into the Organizational Forms Library where they can choose the appropriate form.  The "While You Were Out" template that comes standard with Outlook is a good one for most offices.  If anyone knows how to add telephone numbers from this form directly into Contacts, please let me know.

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