Outlook forms

[aaronjonmartin]

Hey,

Im trying to design a form which works similar to sending an email. Basically it is a phone message form which will take the callers name as a field, their phone number as another field, the message they left as a field like the body of the email. Finally another field to type the email address of the person the message is for. Then I want a button which when clicked will send an email to the person whos address is in one of the fields. Any help with this would be much appreciated.

 

[meintsi]

What is your problem or is it that you haven't designed a form before and don't know where to begin?

*Remember.......
If you don't use your head,
your going to have to use your feet.

 

[aaronjonmartin]

I have created a contacts based form before so Im not totally lost, however the thing i am having difficulty is using various fields to populate the body of an email. Any advice or web resources that could help would be appreciated. Thankyou.

 

[nsohenick]

I would use the message form in the standard forms library as a template. Save it as a new name and start modifying that. Keep the to field and down size the message body. Then add your custom fields. You will have to bind your custom fields and publish the form. Start here:

http://tinyurl.com/fqzw

You could probably start at lesson 2 for adding UDF's

 

[aaronjonmartin]

nsohenick I did what you suggested however im having trouble binding my custom fields. Am I correct in attempting to bind the custom fields to the message body? If so how can you do it because when I go into properties>value>choose field on one of my custom fields i can only find Message Class under All Mail fields. Thanks for the help

 

[nsohenick]

No. You need to add text fields using the Control Toolbox by going to Forms>Control Toolbox. Drag the textbox control to your form (not the message body, you should shrink the message body size). Then right click go to properties and go to the value tab. Go to Choose field select your user defined field. If you don't see it you did something wrong in creating the field. Click new to add new fields. Choosing the fields type and format can be tricky, but if this is a simple form with just textboxes you would usually use Type: Text, Format: Text, and Property: Value.

 

[aaronjonmartin]

nsohenick, I followed your instructions and published a form to a folder. The folder I set up to contain mail and post items. However when I try to change "When posting to this folder, use:" to my newly created form it tells me that "You cannot create an item of this type in this folder". Im a bit stuck with this one.

 

[nsohenick]

You will have to go to Tools>Forms>Choose Form> Then open your customized form from there. There is a known issue when trying to do this. Here is the article:

http://tinyurl.com/fye5