Export Form Data

[Harv]

Hope you can help.

I created a form based on a Task. All seems to work fine with that. Now, I
would like to export the information to an excel file.

The problem is that when I do this, I only get the field from the task and
none of the custom fields I created. I really just want the fields I
created.

Any help or suggestions would be appreciated.

Thanks Harv

 

[Sue Mosher [MVP-Outlook]]

Outlook doesn't support exporting custom fields. Quick and dirty method:

1. Put all the items from your form in one folder.
2. Use a table view to display all the data fields that you want to export to Excel.
3. Choose Edit | Select All.
4. Choose Edit | Copy.
5. Paste to Excel.

You can't change the fields available for export. However, if you use Access to set up a linked table connected to your mail folder, you will see the Received date among the available properties. Third-party export tools are also available; see http://www.outlookcode.com/d/customimport.htm#tools

Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm .

 

[Harv]

Just the information I was looking for. Thanks Sue

 

[Shree]

Hi Sue,
Can you please expand a little more on how I can put all the items in one
folder.
I have a custom made form(message) with several custom fields and
layers(tabs).
Thanks in advance.

 

[Shree]

Hello Harv,
Can you please assist me on how I can "pull items from the form into one
folder"
I have a custom form (message) and I would like to export the data into an
excel sheet.
Can you please help me.
Thank you in advance.
Shree.

 

[Sue Mosher [MVP-Outlook]]

Simply copy or move them -- drag/drop or the commands on the Edit menu.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Wiscrebels]

Sue,

Thanks for all your help on this issue...

I have created a task form that contains a variety of custom fields. I am
able to export some of the custom fields (i.e. text entry, date) without
issue, however I have some check boxes that do not copy over?

The properties of the checkbox fields are set as:

Type: Yes/No
Format: Icon
Property to use: Value

There is no initial value or validation done on these check boxes.

Thanks again for any help you can provide...

Mike

 

[Sue Mosher [MVP-Outlook]]

How are you performing the export?

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Wiscrebels]

I've added all the custom fields to the view and tried both exporting
(File/Import and Export/Export to a file/Microsoft Excel) and dragging and
dropping to Excel.

 

[Sue Mosher [MVP-Outlook]]

Custom fields can't be exported with the Import and Export wizard. Try displaying the desired fields in a table view, using text for the Yes/No fields instead of icons, and copying, selecting all, then copying and pasting to Excel. If that doesn't give you the desired results, you'll need to write your own export code or use a third-party tool. See http://www.outlookcode.com/d/customimport.htm

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers