Open the Form and Switch to Design Mode

When you design an Outlook form, you always start with an existing form. Outlook lets you choose from a variety of standard and custom forms. In addition to forms supplied in Outlook, you can design forms based on custom templates created by others in your organization.

® To open a form and switch to Design mode, first select the folder in which you want to create the form. Then select the type of form you want to open, such as those in the following sections.

® To close a form, click the Close button. When you save Message, Post, or Office Document forms, they become items in the Drafts folder of your mailbox. Other forms are saved to the current folder.

To create a Message form

1. On the Outlook Actions menu, click New Mail Message. To create a Message form, you must be in the Inbox folder or a folder that contains Mail items.

2. On the Tools menu of the form, select Forms and then click Design This Form.

To create a Post form

1. On the Outlook File menu, select New, and then click Post In This Folder. To create a Post form, you must be in the Inbox folder or a folder that contains Mail items.

2. On the Tools menu of the form, select Forms, and then click Design This Form.

To create a Calendar, Contact, Distribution List, Task, or Journal form

1. Select the folder in which you want to create the form. Typically you will create a custom item in a folder that is designed to hold items of the same message class. For example, you would create a Contacts folder to hold custom contact items. However, folders that contain mail or post items are generic containers—they can contain items of any message class.

2. On the File menu, point to New, and then click the appropriate form type. You can also click the New button on the Standard toolbar. The New button defaults to the item type that is the default item type for the current folder.

3. On the Tools menu of the form, select Forms, and then click Design This Form.

If you want to design a custom Distribution List, you must first switch to a Contacts folder. Distribution List items can reside only in Contact folders.

You cannot design a custom Notes form. Be sure not to confuse the sticky notes form, using the message class IPM.StickyNote, with the standard mail message form, using the message class IPM.Note.

To create a form based on a custom Outlook template

1. On the File menu, select New, and then click Choose Form.

2. In the Look In drop-down list box, select User Templates In File System.

3. Double-click the template you want.

4. If the template is a Post template, select the folder with which the form will be associated.

5. On the form Tools menu, select Forms, and then click Design This Form.

For More Information About

See

Creating a Message form

Chapter 8

Creating a Post form

Chapter 4

Modifying a built-in form

Chapter 3

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