Hi Sue,
thanks for all your help. I guess I really need to play around with it a
bit more, but here is a brief outline of what I would like to do:
This mail message is to ask clinicians for their permission to contact a
patients of theirs for a research study. We were doing this in paper format,
having them fill out a form, and then return it to use via inter-office mail,
which take a few days.
To make it easier for everyone, we thought we would try to design an email
message that has the same information as the letter and form they receive,
where they can just check off boxes (yes/or no), to whether we may contact
their patient, and send it right back to us.
So, an email would go to the clinician that explains the study, and has a
box for us to put the patient's name.
Then we ask the clinician some questions, which they can reply yes or no to,
including do they give us permission to contact this patient and a box for
comments.
Then they would email it back to me and I would be able to print it out, if
possible or just save it in a folder in outlook.
any suggestions would be appreciated!
I guess I like the idea of a submit button, do I need to write code for that?
Thanks again for all your help.
BS
"Sue Mosher [MVP]" wrote:
> See comments inline.
> > Sue Mosher
> > >
> "Bluesky" <Bluesky> wrote in message
> news:4DDA7464-E511-4D17-9B29-917B97CF18FF@microsoft.com...
> > thanks for your reply. Yes, I can publish to the Organizational Forms
> > Library. To start I used the "message" form under the Starndard Forms
> > library, is that correct?
> > (tools - forms - design a form - message).
> Yes, if you want to create a custom message form, that's how you start.
>
> > I am now adding fields to the form, is is ok to directly add them or do I
> > need to list them under "field chooser" first?
> For a message form, it doesn't matter, but for other types of forms, you
> should follow the best practices outlined here:
> http://www.outlookcode.com/article.aspx?id=29
>
> > Also, I deleted the split between "edit compose page" and "edit read
> > page."
> Why?
>
> > I'm really confused abuot the Actions tab. Clicking it on gives me the
> > following "Action names" Reply, reply to all, forward and reply to
> > folder.
> > I thought there was were I can active a repy to button, but can't seem to
> > figure out how to do that. any suggestions?
> The item already has a Reply action, which you can modify to have it use a
> custom form that you've already published. But that may not be as easy to
> implement as the Submit button approach I suggested earlier. We don't have
> enough details to choose for you, though, particularly details about what
> exactly you want to receive from the clinicians.
>
> > "Sue Mosher [MVP]" wrote:
> >
> >> The clinicians will have no boxes to check unless you can publish the
> >> form
> >> to the Organizational Forms library. There is no reason to proceed
> >> further
> >> with the project until you confirm that prerequisite.
> >
> >> Once you do that, you might consider using a reply form, associated with
> >> the
> >> Reply action on the form design's (Actions) page to collect the
> >> information
> >> you need from the clinician.
> >
> >> Alternatively, design your original form with a separate read layout that
> >> collects the information from the clinician and a Submit button to
> >> transmit
> >> that info to you.
> >
> >> "Bluesky" <Bluesky> wrote in message
> >> news:6447891F-3102-4E42-AFC6-6BD79675F620@microsoft.com...
> >> > Yes, the clinicians are in my own organization and I believe I can
> >> > publish
> >> > to
> >> > the Organizational Forms Library, but I thought I would save the form
> >> > in
> >> > my
> >> > Personal Library, since I am the only one that will be adding some
> >> > information (the patient's name) and sending it to the clinicians.
> >> > They
> >> > will
> >> > complete their portion by checking off some boxes and maybe some
> >> > comments
> >> > and
> >> > send it back to me. In order to create the forms, I used the "mail"
> >> > template
> >> > that was available in one of the libraries.
> >> >> > Thanks so much for your quick reply.
> >> >> > BS
> >> >> > "Sue Mosher [MVP]" wrote:
> >> >> >> Are the clinicians all in your own organization, and do you have
> >> >> permission
> >> >> to publish a form to the Organizational Forms library on the Exchange
> >> >> Server? If not, then an Outlook custom form is not a solution for your
> >> >> scenario.
> >> >
> >> >> "Bluesky" <Bluesky> wrote in message
> >> >> news:9C54ED01-B2C7-40DC-8EAA-A81A27BE2522@microsoft.com...
> >> >> > Hi,
> >> >> >> >> > Hope you can help.
> >> >> >> >> > I created a mail message form that we be sent to several clinicians
> >> >> > at
> >> >> > different times requestiong permission to contact a patient of
> >> >> > their's.
> >> >> > I
> >> >> > belive I understand the design of the form somewhat. But here are
> >> >> > my
> >> >> > questions:
> >> >> >> >> > I will keep the form in my personal library and add patient specific
> >> >> > information, like patient name for earch clinician. I will put this
> >> >> > in
> >> >> > a
> >> >> > text box.
> >> >> >> >> > When the clinician opens the email he/she will fill it out...but how
> >> >> > will
> >> >> > they send it back to me? Hitting reply doesn't seem to work, b/c
> >> >> > then
> >> >> > they
> >> >> > have to fill in my name. Is there any good way to do this, maybe a
> >> >> > submit
> >> >> > button and it comes back to me. Or a reply to button, but then the
> >> >> > form
> >> >> > seems to disappear.
> >> >> >> >> > So, basically I need to send the form to a clinician, have them fill
> >> >> > it
> >> >> > out
> >> >> > and send it back to me. I having trouble configuring the mail to do
> >> >> > this.
> >
> >
> >> .
> >>
> .
> 
