Share custom form with other users inside organization

[Momo from Jonckers]

I've created a custom form for our project managers to use when sending me
resourcing requests, but I can't figure out how to actually get the template
to the project managers. I published it to one of my folders but that appears
to be confined to my own mail folders. I also saved it as a .oft file but
can't seem to get it to open that way. (I get a message: "The custom form
could not be opened. Outlook will use an Outlook form instead")
I'm using Outlook 2003, most of the PMs are usiing 2007 (long story).
I'm a pretty experienced Outlook user and I've created custom forms for
myself before, but I have no programming skills. How can I make this form
available to the PMs please?

 

[Sue Mosher [MVP-Outlook]]

Unless you can publish the form to the Organizational Forms library (ask your administrator), each person will need to get the .oft file from you and save it to their local hard drive, then follow these steps:

1) Choose Tools | Forms | Choose Form.

2) Select "User templates in file system."

3) Browse to the folder where the .oft file is saved.

4) Select that file.

5) When the item opens, on the Developer tab, choose Publish and publish the form to the Personal Forms library with exactly the same message class as you're using for those items.

See http://www.outlookcode.com/article.aspx?ID=35 for details on how to display the Developer tab in the ribbon in Outlook 2007.

 

[Hollis Paul]

I published it to one of my folders but that appears
to be confined to my own mail folders.

You have to publish it to the Exchange Organizational Forms Library.
Talk to your Exchange Administrator and get write and delete
permissions to that library.

I'm using Outlook 2003, most of the PMs are usiing 2007 (long story).
I'm a pretty experienced Outlook user and I've created custom forms for
myself before, but I have no programming skills. How can I make this form
available to the PMs please?

Even if you do get a OL2003 form published to the Exchange OFL, it will
not necessarily work correctly on the OL2007 clients--the Outlook
Object Model has changed between the two versions. Alas, Microsoft has
never guaranteed backward version compatibility between versions. If
the PMs want you to do design and programming work for them, you had
better be running their version.