Adding Custom Forms

srmsrm

Senior Member
Outlook version
Outlook 365 64 bit
Email Account
IMAP
Using Outlook 365 Apps for business. Using latest version as on July 1, 2023.

I need to add a combination field. From what I can tell, there are multiple ways to add custom fields.
  1. View tab / Current View group / View Settings / Columns / New Column
  2. Viewing All Fields in a contact (Show group in the Contact ribbon), and then selecting I'm assuming one of these options where to add the new custom field. I'm assuming that is where the new field would be added.
    1. User-defined fields in this item
    2. User-defined fields in this folder
    3. My custom form
  3. When designing a form, Field Chooser and similar options to above
    1. User-defined fields in this folder
    2. My custom form
  4. When designing a form, Properties dialog for a field / Value tab / New
Is there some guidance on what location I should use to add a field? I'm not sure if the results will be different based on where I add a custom field and if I add it to a certain area (e.g., My custom form, User-defined fields in this folder).

Thank you.

Shawn
 
Using Outlook 365 Apps for business. Using latest version as on July 1, 2023.

I need to add a combination field. From what I can tell, there are multiple ways to add custom fields.
  1. View tab / Current View group / View Settings / Columns / New Column
  2. Viewing All Fields in a contact (Show group in the Contact ribbon), and then selecting I'm assuming one of these options where to add the new custom field. I'm assuming that is where the new field would be added.
    1. User-defined fields in this item
    2. User-defined fields in this folder
    3. My custom form
  3. When designing a form, Field Chooser and similar options to above
    1. User-defined fields in this folder
    2. My custom form
  4. When designing a form, Properties dialog for a field / Value tab / New
Is there some guidance on what location I should use to add a field? I'm not sure if the results will be different based on where I add a custom field and if I add it to a certain area (e.g., My custom form, User-defined fields in this folder).

Thank you.

Shawn
Title should have been Adding Custom Fields but it doesn't look like I can edit the title now.
 
If you just need a column in a view that does something using existing fields in the view, then View tab / Current View group / View Settings / Columns / New Column.

e.g. Create a new view column that combines the Subject and From fields:

Combine.png


Is this what you are after?
 
If you add the fields in the view, you will only have them in the view or on the 'all fields' page of the form. If you add them to the custom form, you'll see them on the form and be able to edit them on the form too. In most cases, adding them to a form is preferred, but I do occasionally run a macro to add fields to email (because you can't use a custom email form for email.)

>>
  1. User-defined fields in this item
  2. User-defined fields in this folder
<<

The difference here is with #1, only the item will have the field added to it.
 
Thank you both for the help. I appreciate it.
 
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