Using controls in Email Form

[CCC]

I am using Outlook 2007 and I have designed an email form that utilizes
controls. The basic use of the form is for non-sales people to alert the
Sales Manager of any influence they have had on a sale. I have deleted the
"Message" box which includes my signature, so I can use text boxes, and
drop-down lists. Everything looks great in the wizard and when the email is
being written. However, once it is sent, the recipent (and the copy in my
sent folder) gets an email with the "Message" box and my signature and no
text boxes or drop-downs.

I have tried saving it in both "Personal Forms" & "User Templates". I have
also sent it in both HTML format and RTF. All scenerios have failed.

Any ideas?

 

[Sue Mosher [MVP-Outlook]]

YOu would need to publish the form to the Organizational Forms library on the Exchange server. See Prerequisites at http://www.outlookcode.com/article.aspx?id=61

Also, did you remember to click the Edit Read Page button and create a read layout to match the compose layout?

 

[CCC]

I don't think we use Exchange. Is it still possible?

 

[Sue Mosher [MVP-Outlook]]

As the page I suggested explains, each user would need to publish the form to their own Personal Forms library.

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

 

[CCC]

Sue,

Thanks for your help. It was the Read Layout. Now I have another question.
When I try to reply or forward the email form, the form is gone and replaced
with the "Message" box with signature. What am I missing?

Thanks,

Chad

 

[CCC]

Sue,

Just figured it out. I needed to look in the Actions Tab. Thanks for the
link and your help.

 

[Hollis Paul]

Thanks for your help. It was the Read Layout. Now I have another question.
When I try to reply or forward the email form, the form is gone and replaced
with the "Message" box with signature. What am I missing?

If you just copied and pasted the controls from the compose page to the read
page, then you created new controls with new names. If you look at them in
design mode, you will find that Outlook has added 1 to the ends of your original
names to get the new names. These new controls are not displaying anything when
you opened the forms to read because you did not put anything in them. The
trick of getting read-page controls to auto-load from the compose-page controls
is to begin designing the common elements of the form before the form is split
into read- and compose-pages. So, what you should do is, in design mode,
uncheck the separate read-page box on the Forms menu. It will warn you that you
will lose everything in the read page, but go ahead and OK that process. You
should still have all the controls on the compose page that you originally
placed there. Save that form to the personal forms library, with a new name of
the canonical form myformname_verXXX. Then create a message from the new form,
put stuff in the controls, send it to yourself, open it, and violin, your stuff
will be there. (Assuming that you have bound the controls to your custom
fields.)

Hope this helps.

 

[CCC]

Hello Hollis Paul,

Thanks for the information. We are moving forward. It's working and I
appreciate your help.