Custom Task Request Deployment

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Not open for further replies.
T

Tirelle

Hello to All,

I am currently working on a custom form(Task Request). I have a protoype

and i am ready to publish it and test on a couple of clients. I am not quite

sure how to deploy it. Here is what I think I know and have tried.

Form is installed on a client machine(Personal Forms Library) and I

attempted to send them a task generated with same form on my machine. Client

cannot open message at all.

The goal of my form is to allow a technical librarian to create a task and

assign it to departments. the department will then use form to update

librarian as to whether training is required on a topic prior to an update

and when task is complete. The form contains various pieces of information

about update including an attachment. I need both parties to be using the

same form.

Help?? Please

Tirelle
 
S

Sue Mosher [MVP]

If both parties need to be using the same form, then you must publish it to

the Organizational Forms library on the company's Exchange Server or, if

that's not possible, to each user's Personal Forms library. My experience

with task forms, however, is that they may not work very well for

transmitting task requests.

What precisely happens when the recipient tries to open the task request

that you send?

Sue Mosher

"Tirelle" <Tirelle> wrote in message

news:5D53A75C-84BE-46A2-A1CB-B413BDD72CD9@microsoft.com...
> Hello to All,
> I am currently working on a custom form(Task Request). I have a protoype
> and i am ready to publish it and test on a couple of clients. I am not
> quite
> sure how to deploy it. Here is what I think I know and have tried.
> Form is installed on a client machine(Personal Forms Library) and I
> attempted to send them a task generated with same form on my machine.
> Client
> cannot open message at all.

> The goal of my form is to allow a technical librarian to create a task and
> assign it to departments. the department will then use form to update
> librarian as to whether training is required on a topic prior to an update
> and when task is complete. The form contains various pieces of
> information
> about update including an attachment. I need both parties to be using the
> same form.

> Help?? Please

> Tirelle
 
T

Tirelle

Curently, other user has form in his personal forms library. I have not

posted to Organizational library yet. When he tries to open task, it say

"Cannot open item".

Now the tasks are suck in limbo (We can't delete, open or move them).

"Sue Mosher [MVP]" wrote:


> If both parties need to be using the same form, then you must publish it to
> the Organizational Forms library on the company's Exchange Server or, if
> that's not possible, to each user's Personal Forms library. My experience
> with task forms, however, is that they may not work very well for
> transmitting task requests.

> What precisely happens when the recipient tries to open the task request
> that you send?
> > Sue Mosher
> > >

> "Tirelle" <Tirelle> wrote in message
> news:5D53A75C-84BE-46A2-A1CB-B413BDD72CD9@microsoft.com...
> > Hello to All,
> > I am currently working on a custom form(Task Request). I have a protoype
> > and i am ready to publish it and test on a couple of clients. I am not
> > quite
> > sure how to deploy it. Here is what I think I know and have tried.
> > Form is installed on a client machine(Personal Forms Library) and I
> > attempted to send them a task generated with same form on my machine.
> > Client
> > cannot open message at all.
> > The goal of my form is to allow a technical librarian to create a task and
> > assign it to departments. the department will then use form to update
> > librarian as to whether training is required on a topic prior to an update
> > and when task is complete. The form contains various pieces of
> > information
> > about update including an attachment. I need both parties to be using the
> > same form.
> > Help?? Please
> > Tirelle


> .
>
 
S

Sue Mosher [MVP]

You might want to check the Microsoft Knowledge Base at

http://support.microsoft.com for information on that error for your specific

version of Outlook. Another thing to explore is whether the user can himself

create new tasks with the custom form.

I am not optimistic, though, about any solution, given my previous

experience with custom task forms.

Sue Mosher

"Tirelle" <Tirelle> wrote in message

news:A3549721-BDF3-49D1-B719-B5C89691427D@microsoft.com...
> Curently, other user has form in his personal forms library. I have not
> posted to Organizational library yet. When he tries to open task, it say
> "Cannot open item".
> Now the tasks are suck in limbo (We can't delete, open or move them).

> "Sue Mosher [MVP]" wrote:
>
> > If both parties need to be using the same form, then you must publish it
> > to
> > the Organizational Forms library on the company's Exchange Server or, if
> > that's not possible, to each user's Personal Forms library. My experience
> > with task forms, however, is that they may not work very well for
> > transmitting task requests.
>

>> What precisely happens when the recipient tries to open the task request
> > that you send?
>

>> "Tirelle" <Tirelle> wrote in message
> > news:5D53A75C-84BE-46A2-A1CB-B413BDD72CD9@microsoft.com...
> > > Hello to All,
> > > I am currently working on a custom form(Task Request). I have a
> > > protoype
> > > and i am ready to publish it and test on a couple of clients. I am not
> > > quite
> > > sure how to deploy it. Here is what I think I know and have tried.
> > > Form is installed on a client machine(Personal Forms Library) and I
> > > attempted to send them a task generated with same form on my machine.
> > > Client
> > > cannot open message at all.
> >> > The goal of my form is to allow a technical librarian to create a task
> > > and
> > > assign it to departments. the department will then use form to update
> > > librarian as to whether training is required on a topic prior to an
> > > update
> > > and when task is complete. The form contains various pieces of
> > > information
> > > about update including an attachment. I need both parties to be using
> > > the
> > > same form.
 
T

Tirelle

Thanks, Sue!! If I cannot get this to work, what is your recommended solution?

Here details of task and what I need to do:

Purpose: Manage the process for notification of publication changes which

includes receipt, training and approval to implement.

Steps:

1. Technical Librarian receives change. He then send copy(attachment) of

change along with details about publication(Name, revision number, ID,

etc...) the the department head for approval to implement.

2. Upon receipt department head reviews change and either approves it for

implementation immediately or after its contents have been trained on. If

training required, he orders Training officer to perform and report when

complete.

3. Upon completion of training or approval to implement, librarian enters

change and updates task as complete.

4. A report of details of change transmittal needs to be genererated.

5. Status of change transmittal need to be updated as it changes.

Thank You

Tirelle

"Sue Mosher [MVP]" wrote:


> You might want to check the Microsoft Knowledge Base at
> http://support.microsoft.com for information on that error for your specific
> version of Outlook. Another thing to explore is whether the user can himself
> create new tasks with the custom form.

> I am not optimistic, though, about any solution, given my previous
> experience with custom task forms.
> > Sue Mosher
> > >

> "Tirelle" <Tirelle> wrote in message
> news:A3549721-BDF3-49D1-B719-B5C89691427D@microsoft.com...
> > Curently, other user has form in his personal forms library. I have not
> > posted to Organizational library yet. When he tries to open task, it say
> > "Cannot open item".
> > Now the tasks are suck in limbo (We can't delete, open or move them).
> > "Sue Mosher [MVP]" wrote:
> >
> >> If both parties need to be using the same form, then you must publish it
> >> to
> >> the Organizational Forms library on the company's Exchange Server or, if
> >> that's not possible, to each user's Personal Forms library. My experience
> >> with task forms, however, is that they may not work very well for
> >> transmitting task requests.
> >
> >> What precisely happens when the recipient tries to open the task request
> >> that you send?
> >
> >> "Tirelle" <Tirelle> wrote in message
> >> news:5D53A75C-84BE-46A2-A1CB-B413BDD72CD9@microsoft.com...
> >> > Hello to All,
> >> > I am currently working on a custom form(Task Request). I have a
> >> > protoype
> >> > and i am ready to publish it and test on a couple of clients. I am not
> >> > quite
> >> > sure how to deploy it. Here is what I think I know and have tried.
> >> > Form is installed on a client machine(Personal Forms Library) and I
> >> > attempted to send them a task generated with same form on my machine.
> >> > Client
> >> > cannot open message at all.
> >> >> > The goal of my form is to allow a technical librarian to create a task
> >> > and
> >> > assign it to departments. the department will then use form to update
> >> > librarian as to whether training is required on a topic prior to an
> >> > update
> >> > and when task is complete. The form contains various pieces of
> >> > information
> >> > about update including an attachment. I need both parties to be using
> >> > the
> >> > same form.


> .
>
 
S

Sue Mosher [MVP]

If it were my project and I had only custom forms to work with, I'd probably

try to implement it in a public folder, maintaining the status of work items

there and generating notifications, approvals, etc. as needed.

It could also be done with one or more message forms to transmit information

and generate a custom task item for the recipient, plus an add-in to process

status update messages that the task form would generate.

Sue Mosher

"Tirelle" <Tirelle> wrote in message

news:B5A4F5A3-77B6-4759-85BD-3BA5451EFB25@microsoft.com...
> Thanks, Sue!! If I cannot get this to work, what is your recommended
> solution?
> Here details of task and what I need to do:
> Purpose: Manage the process for notification of publication changes which
> includes receipt, training and approval to implement.

> Steps:
> 1. Technical Librarian receives change. He then send copy(attachment) of
> change along with details about publication(Name, revision number, ID,
> etc...) the the department head for approval to implement.
> 2. Upon receipt department head reviews change and either approves it for
> implementation immediately or after its contents have been trained on. If
> training required, he orders Training officer to perform and report when
> complete.
> 3. Upon completion of training or approval to implement, librarian enters
> change and updates task as complete.
> 4. A report of details of change transmittal needs to be genererated.
> 5. Status of change transmittal need to be updated as it changes.

> Thank You

> Tirelle

> "Sue Mosher [MVP]" wrote:
>
> > You might want to check the Microsoft Knowledge Base at
> > http://support.microsoft.com for information on that error for your
> > specific
> > version of Outlook. Another thing to explore is whether the user can
> > himself
> > create new tasks with the custom form.
>

>> I am not optimistic, though, about any solution, given my previous
> > experience with custom task forms.
> > > > Sue Mosher
> > >> >> >
>
>> "Tirelle" <Tirelle> wrote in message
> > news:A3549721-BDF3-49D1-B719-B5C89691427D@microsoft.com...
> > > Curently, other user has form in his personal forms library. I have
> > > not
> > > posted to Organizational library yet. When he tries to open task, it
> > > say
> > > "Cannot open item".
> > > Now the tasks are suck in limbo (We can't delete, open or move them).
> >>> > "Sue Mosher [MVP]" wrote:
> >> >> If both parties need to be using the same form, then you must publish
> > >> it
> > >> to
> > >> the Organizational Forms library on the company's Exchange Server or,
> > >> if
> > >> that's not possible, to each user's Personal Forms library. My
> > >> experience
> > >> with task forms, however, is that they may not work very well for
> > >> transmitting task requests.
> > >
>> >> What precisely happens when the recipient tries to open the task
> > >> request
> > >> that you send?
> > >
>> >> "Tirelle" <Tirelle> wrote in message
> > >> news:5D53A75C-84BE-46A2-A1CB-B413BDD72CD9@microsoft.com...
> > >> > Hello to All,
> > >> > I am currently working on a custom form(Task Request). I have a
> > >> > protoype
> > >> > and i am ready to publish it and test on a couple of clients. I am
> > >> > not
> > >> > quite
> > >> > sure how to deploy it. Here is what I think I know and have tried.
> > >> > Form is installed on a client machine(Personal Forms Library) and I
> > >> > attempted to send them a task generated with same form on my
> > >> > machine.
> > >> > Client
> > >> > cannot open message at all.
> > >>> >> > The goal of my form is to allow a technical librarian to create a
> > >> > task
> > >> > and
> > >> > assign it to departments. the department will then use form to
> > >> > update
> > >> > librarian as to whether training is required on a topic prior to an
> > >> > update
> > >> > and when task is complete. The form contains various pieces of
> > >> > information
> > >> > about update including an attachment. I need both parties to be
> > >> > using
> > >> > the
> > >> > same form.

>

>
>> .
> >
 
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