Reply to sender

[Bluesky]

Hi,

Hope you can help.

I created a mail message form that we be sent to several clinicians at
different times requestiong permission to contact a patient of their's. I
belive I understand the design of the form somewhat. But here are my
questions:

I will keep the form in my personal library and add patient specific
information, like patient name for earch clinician. I will put this in a
text box.

When the clinician opens the email he/she will fill it out...but how will
they send it back to me? Hitting reply doesn't seem to work, b/c then they
have to fill in my name. Is there any good way to do this, maybe a submit
button and it comes back to me. Or a reply to button, but then the form
seems to disappear.

So, basically I need to send the form to a clinician, have them fill it out
and send it back to me. I having trouble configuring the mail to do this.

Thanks for any help!!!

BS

 

[Sue Mosher [MVP]]

Are the clinicians all in your own organization, and do you have permission
to publish a form to the Organizational Forms library on the Exchange
Server? If not, then an Outlook custom form is not a solution for your
scenario.

 

[Bluesky]

Yes, the clinicians are in my own organization and I believe I can publish to
the Organizational Forms Library, but I thought I would save the form in my
Personal Library, since I am the only one that will be adding some
information (the patient's name) and sending it to the clinicians. They will
complete their portion by checking off some boxes and maybe some comments and
send it back to me. In order to create the forms, I used the "mail" template
that was available in one of the libraries.

Thanks so much for your quick reply.

BS

 

[Sue Mosher [MVP]]

The clinicians will have no boxes to check unless you can publish the form
to the Organizational Forms library. There is no reason to proceed further
with the project until you confirm that prerequisite.

Once you do that, you might consider using a reply form, associated with the
Reply action on the form design's (Actions) page to collect the information
you need from the clinician.

Alternatively, design your original form with a separate read layout that
collects the information from the clinician and a Submit button to transmit
that info to you.
--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54

 

[Bluesky]

Hi Sue,

thanks for your reply. Yes, I can publish to the Organizational Forms
Library. To start I used the "message" form under the Starndard Forms
library, is that correct?
(tools - forms - design a form - message).

I am now adding fields to the form, is is ok to directly add them or do I
need to list them under "field chooser" first?

Also, I deleted the split between "edit compose page" and "edit read page."

I'm really confused abuot the Actions tab. Clicking it on gives me the
following "Action names" Reply, reply to all, forward and reply to folder.
I thought there was were I can active a repy to button, but can't seem to
figure out how to do that. any suggestions?

Thanks for all your help, it is so appreciated!!

BS

 

[Sue Mosher [MVP]]

See comments inline.
--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54

thanks for your reply. Yes, I can publish to the Organizational Forms
Library. To start I used the "message" form under the Starndard Forms
library, is that correct?
(tools - forms - design a form - message).

Yes, if you want to create a custom message form, that's how you start.

I am now adding fields to the form, is is ok to directly add them or do I
need to list them under "field chooser" first?

For a message form, it doesn't matter, but for other types of forms, you
should follow the best practices outlined here:
http://www.outlookcode.com/article.aspx?id=29

Also, I deleted the split between "edit compose page" and "edit read
page."
Why?

I'm really confused abuot the Actions tab. Clicking it on gives me the
following "Action names" Reply, reply to all, forward and reply to
folder.
I thought there was were I can active a repy to button, but can't seem to
figure out how to do that. any suggestions?

The item already has a Reply action, which you can modify to have it use a
custom form that you've already published. But that may not be as easy to
implement as the Submit button approach I suggested earlier. We don't have
enough details to choose for you, though, particularly details about what
exactly you want to receive from the clinicians.

 

[Bluesky]

Hi Sue,

thanks for all your help. I guess I really need to play around with it a
bit more, but here is a brief outline of what I would like to do:

This mail message is to ask clinicians for their permission to contact a
patients of theirs for a research study. We were doing this in paper format,
having them fill out a form, and then return it to use via inter-office mail,
which take a few days.
To make it easier for everyone, we thought we would try to design an email
message that has the same information as the letter and form they receive,
where they can just check off boxes (yes/or no), to whether we may contact
their patient, and send it right back to us.

So, an email would go to the clinician that explains the study, and has a
box for us to put the patient's name.

Then we ask the clinician some questions, which they can reply yes or no to,
including do they give us permission to contact this patient and a box for
comments.

Then they would email it back to me and I would be able to print it out, if
possible or just save it in a folder in outlook.

any suggestions would be appreciated!

I guess I like the idea of a submit button, do I need to write code for that?


Thanks again for all your help.

BS

 

[Sue Mosher [MVP]]

Again, without knowing exactly what you want mailed back to you -- data in a
custom form or an email message with all the necessary information in the
message body -- it's impossible to suggest the best solution. However,
either one will probably require some coding either for the Reply event or a
submit button. You might indeed want to play around with both.
--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54