Custom Form Tutoral?

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LoztInSpace

Senior Member
Outlook version
Outlook 365 64 bit
Email Account
Exchange Server
Apologies if i have missed it but I'm looking for some instructions on how to define a custom form.







To serve as the default form when creating an Outlook Task.
I have made attempts in the past with only partial success.
*
I am not looking for anything highly complex, just the following

Adding an additional tab
 
L

LoztInSpace

Senior Member
Outlook version
Outlook 365 64 bit
Email Account
Exchange Server
(Initial attempt to create this thread was posted by mistake before I completed so here is how it should read)



Custom Form Tutorial?


Apologies if i have missed it but I'm looking for some instructions on how to define a custom form.












I would like to do the following:



  • Provide an additional tab within the Task
  • To contain a single note field just like the default Notes tab
  • Have it auto-size like the default Notes tab
  • Serve as the default form when creating an Outlook Task

I have made attempts in the past with problems
  • Getting the new form to auto-size properly
  • Not able to successfully publish the form
  • Also, is it in any way possible to have the custom form support a rich text/HTML note field?
Thanks for any tips!
 
Diane Poremsky

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
LoztInSpace said:
Not able to successfully publish the form
Click to expand...
what happens when you try?


LoztInSpace said:
  • Provide an additional tab within the Task
  • To contain a single note field just like the default Notes tab
  • Have it auto-size like the default Notes tab
  • Serve as the default form when creating an Outlook Task
Click to expand...
You'll use the (P.n) tabs - when you add a control to a tab , it should show.
You can only have one notes control - if you need more fields, you'll need to use text box, which does not support formatting.
That is set in the Properties sheet of the control
Set it as the default on the Tasks folder - right click on the folder, choose Properties then choose the form.
 
L

LoztInSpace

Senior Member
Outlook version
Outlook 365 64 bit
Email Account
Exchange Server
Thanks for the quick reply, that really helped, I'm now able to publish the form and have it as the default.

I have 2 additional tabs, one for Contact info and one for History info, a single text field on each.
The text field controls are set to "Resize with Form" but just remain at the design mode size.

Please see below where the field does not extend to the edge of the form

ScreenHunter 1430.png
 
Diane Poremsky

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Resize with form has a mind of its own. :) It can be hard to get it "right" when you want it edge to edge and other fields can throw it off. But if its the only field, it should maintain the margin - it can help to work with a small form - not maximized on your screen - because it resizes better when its going bigger.

2020-03-07_23-39-29-0000.png


2020-03-07_23-39-32-0000.png
 
L

LoztInSpace

Senior Member
Outlook version
Outlook 365 64 bit
Email Account
Exchange Server
I tried sizing it smaller but it doesn't help. The width autosizes but the height does not.


ScreenHunter 1432.png
ScreenHunter 1433.png
 
L

LoztInSpace

Senior Member
Outlook version
Outlook 365 64 bit
Email Account
Exchange Server
Actually, if I make the height more that I will ever need then it works fine. Thanks for all your help!
 
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