Using my custom form with a public folder

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C

cmonroe21

I have canned my rather extensive task form due to functionality issues (huge

bummer!) and decided to try to use a message form instead. But since I

completely created my task only to find out it can't be used in the capacity

I need it, I would like to set up the message folders and such with a simple

test message form BEFORE I create it! So I created a folder in my "All

Public Folders" (actually, in a sub-folder in the All Public Folders) as a

message/post folder. This has led me to two questions:

1.) When I go in to change the default form to use to a standard message

rather than the default which is a standard post (by selecting it out of the

Standard Forms Library) it says I cannot create an item of this type in this

folder. But it is set up as a Mail/Post Items folder? And there is no other

option even close to an email/message folder option (???) If it won't let me

set a standard message form as the default then it probably won't let me set

my custom message form with it, either? Where is the option to set up a

message/email-based folder?

2.) Also, can I set up an email address for my public folder? I was dinking

around in the Outlook directory to try to find my new mail/post item folder,

and instead of searching the Global Address List I chose Public Folders to

search for my new folder. It did not show up, and niether did any of the

other public folders I work out of every day. But quite a few others did. I

did not recognize any of them though, have never seen any of them before.

And the icon for the folders has a mail envelope on them... my new mail/post

item folder has a double-headed blue arrow... not the same. I'm guessing

that to be able to associate an email address to my folder I would have to

create a folder like this, with the envelope icon? But when I go to create a

new public folder the closest option I have is the mail/post item folder?

Basically I wanted to initially create a custom task form that others could

have access to and post to a default task list (did this by just setting the

'assign to' field value myself and making it unmodifiable). Can I create

something like this with a custom email form and a public folder instead? If

I make the custom email form the default item for this folder, will they be

able to use it in it's full functionality? If not, where should I publish it

so that they can access it and it will retain it's full custom functionality?

(Obviously can't "save" it anywhere on the network drive where I can preserve

the functionality of my custom form, and am running into huge road-blocks as

far as publishing custom forms in places where others can access and use them.

)

Do you have any input??? I want to figure out the functionality before I

create the form this time!


 
C

cmonroe21

I might have just figured out that what I thought was a standard message form

is actually a standard note form? I should create a folder that contains

"notes" and not "mail and posts"???

cmonroe21 wrote:
> I have canned my rather extensive task form due to functionality issues (huge
> bummer!) and decided to try to use a message form instead. But since I
> completely created my task only to find out it can't be used in the capacity
> I need it, I would like to set up the message folders and such with a simple
> test message form BEFORE I create it! So I created a folder in my "All
> Public Folders" (actually, in a sub-folder in the All Public Folders) as a
> message/post folder. This has led me to two questions:

> 1.) When I go in to change the default form to use to a standard message
> rather than the default which is a standard post (by selecting it out of the
> Standard Forms Library) it says I cannot create an item of this type in this
> folder. But it is set up as a Mail/Post Items folder? And there is no other
> option even close to an email/message folder option (???) If it won't let me
> set a standard message form as the default then it probably won't let me set
> my custom message form with it, either? Where is the option to set up a
> message/email-based folder?

> 2.) Also, can I set up an email address for my public folder? I was dinking
> around in the Outlook directory to try to find my new mail/post item folder,
> and instead of searching the Global Address List I chose Public Folders to
> search for my new folder. It did not show up, and niether did any of the
> other public folders I work out of every day. But quite a few others did. I
> did not recognize any of them though, have never seen any of them before.
> And the icon for the folders has a mail envelope on them... my new mail/post
> item folder has a double-headed blue arrow... not the same. I'm guessing
> that to be able to associate an email address to my folder I would have to
> create a folder like this, with the envelope icon? But when I go to create a
> new public folder the closest option I have is the mail/post item folder?

> Basically I wanted to initially create a custom task form that others could
> have access to and post to a default task list (did this by just setting the
> 'assign to' field value myself and making it unmodifiable). Can I create
> something like this with a custom email form and a public folder instead? If
> I make the custom email form the default item for this folder, will they be
> able to use it in it's full functionality? If not, where should I publish it
> so that they can access it and it will retain it's full custom functionality?
> (Obviously can't "save" it anywhere on the network drive where I can preserve
> the functionality of my custom form, and am running into huge road-blocks as
> far as publishing custom forms in places where others can access and use them.
> )

> Do you have any input??? I want to figure out the functionality before I
> create the form this time!


 
C

cmonroe21

Nope, that's not right either. Can't seem to find out how to create a folder

for emails (the folder I created for "mail and post items" will only accept

posts).

cmonroe21 wrote:
> I might have just figured out that what I thought was a standard message form
> is actually a standard note form? I should create a folder that contains
> "notes" and not "mail and posts"???
>
> >I have canned my rather extensive task form due to functionality issues (huge
> >bummer!) and decided to try to use a message form instead. But since I

> [quoted text clipped - 39 lines]
> >Do you have any input??? I want to figure out the functionality before I
> >create the form this time!


 
S

Sue Mosher [MVP]

1) Message forms are designed to be sent, not to post data in a folder, and

cannot be used as a folder's default form.

2) Mail-enabling a public folder is a task for the Exchange administrator.

To be fully functional, a messsage form needs to be published to the

Organizational Forms library or each user's Personal Forms library. See

http://www.outlookcode.com/article.aspx?id=61

What exactly do you mean by "post to a default task list"? Is that a task

folder in the Public Folders hierarchy? In a mailbox?

Sue Mosher

"cmonroe21 " <u48566@uwe> wrote in message

news:97b3ad0f8133e@uwe...
> I have canned my rather extensive task form due to functionality issues
> (huge
> bummer!) and decided to try to use a message form instead. But since I
> completely created my task only to find out it can't be used in the
> capacity
> I need it, I would like to set up the message folders and such with a
> simple
> test message form BEFORE I create it! So I created a folder in my "All
> Public Folders" (actually, in a sub-folder in the All Public Folders) as a
> message/post folder. This has led me to two questions:

> 1.) When I go in to change the default form to use to a standard message
> rather than the default which is a standard post (by selecting it out of
> the
> Standard Forms Library) it says I cannot create an item of this type in
> this
> folder. But it is set up as a Mail/Post Items folder? And there is no
> other
> option even close to an email/message folder option (???) If it won't let
> me
> set a standard message form as the default then it probably won't let me
> set
> my custom message form with it, either? Where is the option to set up a
> message/email-based folder?

> 2.) Also, can I set up an email address for my public folder? I was
> dinking
> around in the Outlook directory to try to find my new mail/post item
> folder,
> and instead of searching the Global Address List I chose Public Folders to
> search for my new folder. It did not show up, and niether did any of the
> other public folders I work out of every day. But quite a few others did.
> I
> did not recognize any of them though, have never seen any of them before.
> And the icon for the folders has a mail envelope on them... my new
> mail/post
> item folder has a double-headed blue arrow... not the same. I'm guessing
> that to be able to associate an email address to my folder I would have to
> create a folder like this, with the envelope icon? But when I go to
> create a
> new public folder the closest option I have is the mail/post item folder?

> Basically I wanted to initially create a custom task form that others
> could
> have access to and post to a default task list (did this by just setting
> the
> 'assign to' field value myself and making it unmodifiable). Can I create
> something like this with a custom email form and a public folder instead?
> If
> I make the custom email form the default item for this folder, will they
> be
> able to use it in it's full functionality? If not, where should I publish
> it
> so that they can access it and it will retain it's full custom
> functionality?
> (Obviously can't "save" it anywhere on the network drive where I can
> preserve
> the functionality of my custom form, and am running into huge road-blocks
> as
> far as publishing custom forms in places where others can access and use
> them.
 
C

cmonroe21

Thank you so much for reading that novel and responding! Thanks for the info

about folders. So, we created a folder for appointments and created a custom

appointment form and made it the default form for that folder. Now all

anyone has to do is go to that public folder and create a new appointment,

and my custom appointment comes up and when they save it it saves directly to

the calendar in that folder. We were thinking we could do the same with a

task... create a task folder, make the custom task the default form for that

folder, then anytime someone wanted that particular task done they just go to

the folder and my custom task pops up and it saves directly to the task list

in that folder. But from the research I've done I'm seeing that's not

possible?? So my next option was to try an email folder... create an email

folder and make my custom email template the default form for that folder,

someone goes to the folder and opens a new email and my custom email pops and

when they send it it populates in that folder. But now I'm finding that

folders aren't for email?? And an email can't be the default form for a

public folder? Or, we could even publish the custom email it in the

Organizational forms library and they could open it from there and just send

it to the folder's address? But I'm hearing that won't work either because

folders don't have addresses anymore and I can't publish to the

Organizational Forms Library due to a MAPI error? What form can I use in the

capacity I've described above? (Like the calendar folder with the default

custom appointment form?)

(And to answer your question, yes, I was thinking that if a folder was set up

to accept tasks, that in essence the folder would actually house a task list,

much like a folder that is set up to accept appointments is essentially

housing a calendar.)

Sue Mosher [MVP] wrote:
> 1) Message forms are designed to be sent, not to post data in a folder, and
> cannot be used as a folder's default form.

> 2) Mail-enabling a public folder is a task for the Exchange administrator.

> To be fully functional, a messsage form needs to be published to the
> Organizational Forms library or each user's Personal Forms library. See
> http://www.outlookcode.com/article.aspx?id=61

> What exactly do you mean by "post to a default task list"? Is that a task
> folder in the Public Folders hierarchy? In a mailbox?
>
> >I have canned my rather extensive task form due to functionality issues
> >(huge

> [quoted text clipped - 57 lines]
> > far as publishing custom forms in places where others can access and use
> > them.



 
S

Sue Mosher [MVP]

There's no reason a task folder wouldn't work like that . Creating a task in

a folder uses the default form for that folder (unless the user specifically

invokes a different form).

"cmonroe21 " wrote:


> Thank you so much for reading that novel and responding! Thanks for the info
> about folders. So, we created a folder for appointments and created a custom
> appointment form and made it the default form for that folder. Now all
> anyone has to do is go to that public folder and create a new appointment,
> and my custom appointment comes up and when they save it it saves directly to
> the calendar in that folder. We were thinking we could do the same with a
> task... create a task folder, make the custom task the default form for that
> folder, then anytime someone wanted that particular task done they just go to
> the folder and my custom task pops up and it saves directly to the task list
> in that folder. But from the research I've done I'm seeing that's not
> possible?? So my next option was to try an email folder... create an email
> folder and make my custom email template the default form for that folder,
> someone goes to the folder and opens a new email and my custom email pops and
> when they send it it populates in that folder. But now I'm finding that
> folders aren't for email?? And an email can't be the default form for a
> public folder? Or, we could even publish the custom email it in the
> Organizational forms library and they could open it from there and just send
> it to the folder's address? But I'm hearing that won't work either because
> folders don't have addresses anymore and I can't publish to the
> Organizational Forms Library due to a MAPI error? What form can I use in the
> capacity I've described above? (Like the calendar folder with the default
> custom appointment form?)

> (And to answer your question, yes, I was thinking that if a folder was set up
> to accept tasks, that in essence the folder would actually house a task list,
> much like a folder that is set up to accept appointments is essentially
> housing a calendar.)

> Sue Mosher [MVP] wrote:
> >1) Message forms are designed to be sent, not to post data in a folder, and
> >cannot be used as a folder's default form.
> >2) Mail-enabling a public folder is a task for the Exchange administrator.
> >To be fully functional, a messsage form needs to be published to the
> >Organizational Forms library or each user's Personal Forms library. See
> >http://www.outlookcode.com/article.aspx?id=61
> >What exactly do you mean by "post to a default task list"? Is that a task
> >folder in the Public Folders hierarchy? In a mailbox?
> >
> >>I have canned my rather extensive task form due to functionality issues
> >>(huge

> >[quoted text clipped - 57 lines]
> >> far as publishing custom forms in places where others can access and use
> >> them.


> >
>

>
 
C

cmonroe21

I tried that, but I recreated the "Assign to" button and "send" button on my

task, and so I was getting the "Cannot create a form of this type from a

public folder" when I clicked send. Just now had an epiphany and realized

that on a regular task form you would click "Save and Close," so I tried that

with my custom task and it worked... hm, go figure. Thanks so much for your

patience! You are amazing!

Sue Mosher [MVP] wrote:
> There's no reason a task folder wouldn't work like that . Creating a task in
> a folder uses the default form for that folder (unless the user specifically
> invokes a different form).
>
> > Thank you so much for reading that novel and responding! Thanks for the info
> > about folders. So, we created a folder for appointments and created a custom

> [quoted text clipped - 41 lines]
> > >> far as publishing custom forms in places where others can access and use
> > >> them.


 
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