Property Promotion and Form creation

[Brian B]

I just watched the demo on "View[ing] Data in Outlook 2007", and the narrator
mentioned using "Property Promotion" in your form so as to be able to
organize the data from a completed Infopath form within Outlook. How do I do
this? I've been sending forms to myself from Infopath to Outlook, but have
had no luck in being able to create the method of organization exemplified in
the Demo and available via "Property Promotion." There must be some toggle
box somewhere I need to check before publishing a form?

Also, is there a way to avoid having my form all 'jumbled up' in my Outlook
View pane. when I click on "Open Form" the published form opens up and
appears perfectly well, but I wouldn't want someone's first impression of my
sent form sitting in their inbox to be a distorted view with boxes jumbled.
Is there a template I can use where this doesn't happen?

Thanks,
Brian

 

[Ben Walters]

Hey Brian,
Property promotion is done during the publish process, basically it's the
last step in the publish wizard, you can add fields from your form to
promote out as meta data.
Alternately you could also access the property promotion settings by
clicking on Tools>Form Options and selecting the Property Promotion tab

As for your second issue the best I could suggest it to put all your
controls in layout tables this should help with maintaining the same look
and feel

Hope this helps
Cheers
Ben walters