Wednesday, June 12, 2013

How to SHARE a custom Outlook 2003 Task form template with another user.

The tutorial links below do a good job of showing how to edit form templates.

Tutorial: Creating and distributing custom forms with Outlook - Outlook - Office.com
http://www.outlookcode.com/article.aspx?id=39

How to SHARE them with another user is a different thing altogether :)

Here's how I did it:
1) Open the task template (Tools > Form > Design a form)

















2) "Save As.." your template in your normal documents folder.














3) Send the saved file to the other user as an email attachment.













4) On the recipient side, the user double clicks the attachment, and selects "Publish As.." (Tools > Form > Publish As).  Click on "Publish" when done.

*** The template must be saved in the "Personal Forms Library"
*** The display name must be typed EXACTLY the way the file is named. ExACtlY!
















5)In the Tasks view/folder, right click on the word "Tasks" and select "Properties" from the short menu.

*** Search for your newly saved template in the "When Posting To.." selector.
*** Remember it is in the "Personal forms library" !!!



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