Workarounds for sharing custom Outlook 2007 forms?

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martpol

Member
Outlook version
Outlook 2007
Email Account
Exchange Server
Hi, I'm creating an Outlook 2007 custom form to deal with room bookings from clients outside our organisation.

Basically it is a Calendar item with a p.2 that includes details such as the name, organisation, address etc. of the client. Our staff would fill in all of the relevant details and this would sit alongside the 'appointment' so that all the relevant information is one place.

What I'd really like to do is to send this pre-filled form to the client, and ideally let them fill in additional info as necessary. I understand that it isn't easy to share a custom form with someone outside my organisation, so I was thinking of one of the following workarounds:

(a) Send the form data as a Word document, Excel sheet or some other format into which they can enter extra information.

(b) 'Print' the form as a PDF and send to the client, so that at least they can sign off on the info we send out. This seems to be a problem because Outlook doesn't allow me to print the custom form as it appears.

I'd be really grateful for any help in achieving one of these workarounds. Thank you!
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Either is doable if you use custom word template that pulls outlook fields - for b) you'd save as pdf. I do more or less this (not the custom appt info though) when i create invoices and send them to contacts.

See http://www.slipstick.com/developer/create-letter-contact-vba/ for the basic code. I don't think the template I uploaded includes the code to save as pdf, but word's macro recorder should get it or I can post it laster.
 

martpol

Member
Outlook version
Outlook 2007
Email Account
Exchange Server
Either is doable if you use custom word template that pulls outlook fields - for b) you'd save as pdf. I do more or less this (not the custom appt info though) when i create invoices and send them to contacts.

See http://www.slipstick.com/developer/create-letter-contact-vba/ for the basic code. I don't think the template I uploaded includes the code to save as pdf, but word's macro recorder should get it or I can post it laster.
Hi Diane, thank you for your reply.

I have not really done any coding, so perhaps now is the time to learn... Your template uses an Outlook contact to create a Word document - would I do something similar to transfer content from an Outlook Calendar form to a Word document?

Apologies if I don't reply quickly - I am going for a few days holiday and will be back at the beginning of next week.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Yes, you'll use the same basic macro, but the form name will be AppointmentItem and the field names will be different.
 
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