Views filtered by User properties (UDFs)

[Vbasiccode]

I now have a form region, and i can now talk to the User Properties from an
external application. So the next natural step would be to filture both views
and reports by the user properties.
When i create a new custom view i can select from he "user defined field in
folder"
mark the fields for display. Using the filter i can go to the advance tab
select the field button selecting the UDF and add the condition
example
'Total Premium' 'is more then' 0

click OK and work my way out

But for some reason no records are returned. It does not seem to see the
data stored in the 'Total Premium' field.

How can you both view and filter on UDFs for both views and reports?

 

[Sue Mosher [MVP-Outlook]]

It might be useful to add the field to a view's columns and see what the field actually contains, before trying to use it in a filter.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Vbasiccode]

The fields seem to be empty, but these are the same fields i added earlier
and added data to from my external application.
once again i can see that data when i open the form region.

 

[Sue Mosher [MVP-Outlook]]

Sounds like or the folder-level field definition is not the same as the item-level field definition. They need to have exactly the same name and data type.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Vbasiccode]

When i goto Application/Developer tab/ All Fields tab
Select from User-defined fields in this item, the field is not listed so i
click the new button and add the new field 'Carrier', text when i click OK I
get the error mesage
"A field with this name already exists in the 'User-defined fields in
folder" fields set. Enter a different name.

So it does not appear i can add it to both places.

it is however listed in the item list if i first open the new form region
first, then look at the all fields tab.

I must be missing some link between the data attached to the Form Region
screen and the data stored in the parent form (Acount form)

Thanks for you contuing help

 

[Sue Mosher [MVP-Outlook]]

This is BCM data? You need to follow its procedure to add fields through the UI; see http://msdn2.microsoft.com/en-us/library/bb267997.aspx and http://blogs.msdn.com/bcm/archive/2007/03/07/customizing-bcm.aspx.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Vbasiccode]

I started from scratch cleaned out everything, added all the fields to the
folder udf
Then Created a new Form Region (seperate) binded to the udf folder fields.
From my external app ran code to read the userproperties for the new fields
if not found add them then move data into the fields.

Next opened up the outlook account form and then opened up the new form
region and the data was there.

I next defined a new view which was to showe me the File As, Bus Phone and
the custom fields. Although i was able to select the fields, when the view
ran no data was returned in the custom fields.

Finally
(I do not like this solution)

I customized the Account form, the user definitions page and added the
fields that i would be reporting on. (unless i can hide this form or the
fields somehow this is very amature looking, and would allow the user a way
to edit the data directly, definatly not desirable.)

i then created a new view and the data was returned as expected.

This solution works but as you can see from above it is not a very good one.

If you have any last minute suggestions i would appreciate it.
Thank you for your time.

 

[Sue Mosher [MVP-Outlook]]

I'm as confused as you are. One of the suggested pages says user-defined fields in Business Contact Manager for Outlook cannot be created or deleted programmatically by using the Outlook Object Model UserProperties.Add() property. The other page shows an example of using UserProperties.Add. Which is right? I have no idea. Maybe what they mean is that UserProperties.Add will work only if you have already defined the field by selecting Customize forms on the Business Contact Manager menu. You might want to ask on the microsoft.public.outlook.bcm forum.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Vbasiccode]

Thanks for your time
Glad to hear I'm not nuts
Have a good day