Linking Files and Tasks to a Contact

[Michael Abramowitz]

I created another modified version of the Contacts (called BC). I'm not able
to get Outlook to place my newly added tasks or linked files in the folders
that I told them to be in (folder => properties for "BC" => action tab =>
modify button). They do not appear in my Actions tab either. However, if I
drag them in Outlook to the folders that I specified (above) then they appear
in the Actions tab.

 

[Sue Mosher [MVP-Outlook]]

Sorry, but I just can't follow what you've done. Did you create a new form?
A new contacts folder? Both? Do you mean the Activities tab? Did you create
new activity groups to point to the desired folders?

 

[Michael Abramowitz]

Hi Sue,

Yes, I created a new form and a new contacts style folder. Sorry, yes I
ment the Activities tab. I right-clicked on the new contacts folder and
chose "Properties", in the "Activities" tab I modified the folders to be the
different ones I want. This seems work and I am able to see all tasks and
files if they're moved to the newly assigned folders, but I can't get the
"Actions" -> "New Task for Contact" or "Actions" -> "Link" -> "File..." to
file the things in the folder I set.

Thanks,

- Mike.

 

[Sue Mosher [MVP-Outlook]]

After using New Task for Contact, you can use File | Move to Folder instead
of Save and Close to put the item in the right folder. Alternatively, add
command buttons to your form itself to create new items in the desired
folder.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Michael Abramowitz]

Hi Sue,

Thank you, I would like to know where I can find a sample button for linking
a file and another for creating a task that I can control the output
destination in (and be able to locate it in a "Public Folders" location).

How specific does my knowledge have to be? Do I need to design forms to
follow the location of a file or can I just call an exsiting function? Is
there a "create a task" function which returns me a task that I need to store
where I want it?

Thanks,

- Mike.

 

[Sue Mosher [MVP-Outlook]]

To create a new item in a non-default folder, such as a public folder, use
the Add method on the target folder's Items collection. You can use the code
at http://www.outlookcode.com/d/code/getfolder.htm to walk the folder
hierarchy and return the MAPIFolder corresponding to a given path string. To
link a file, you would create a new JournalItem containing either a
shortcut to the file or the file as an attachment (Attachments.Add) and use
the JournalItem.Links.Add method to add a link to the desired contact.


--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers