Forms with custom fields need to be saved in the default Templates folder and opened using the Choose Form dialog. For Outlook , change 9. This is a very nice feature, because records that were created with a previous form will retain that form's Icon even after changing the Message Class. Choose the fields in the form template that you want to appear as columns in the default view of the document library. When you click New on the Settings menu, a form based on this form template will open in InfoPath. In the Save As dialog box, browse to the location where you want to save a copy of the form template, and then click Save. If the form template is published, you will receive a confirmation on the last page of the wizard. The following changes to a form template can cause data loss: Once you make that change, run the. When you remove a control from a form template, the field or group that is bound to that control and the data in that field or group remain in the data source. Published form locations Outlook forms can be published to three different types of form "libraries":
When you publish a form template, the Publishing Wizard adds the publish location and processing instructions to the form template so that users can open forms that are based on this form template. In the Publish Form As dialog box, use the Look In list and Browse button to select the location where you want to publish the form. If you do not have a working copy of the form template and you published the form template to a document library on a server that is running Microsoft Windows SharePoint Services or to a shared network folder, you can save a copy of the form template from the publish location to your computer. The working copy is the version that is stored on your computer or in a version control program, such as Microsoft Visual SourceSafe. If you are publishing a new form for the first time, either Publish or Publish Form As will do. If your users have Microsoft Office Outlook , they can fill out the form when they open the e-mail message. On the File menu, click Save As. On the next page of the wizard, click Update the form template in an existing document library, click the document library where you originally published the form template, and then click Next. I had this problem myself, as I wanted to change more than 2, contacts to use a new form. Answering Yes will cause all items creating with the form to one-off , which means that the code behind the form will not run on machines with the Outlook Email Security Update. The program is fast. While this is a few more steps than are necessary when you use a template, Outlook users can use this method to save custom forms to an Exchange server's Organizational Forms Library, as the Organizational Forms Library is not available as a Publish to location in Outlook This option solves that problem, as you can see in my new Contacts list below that now all have the same Icon: The document library will open in a Web browser. You can double click to open them or copy them to a folder in Outlook for easy access. You created a new custom form in Outlook for your contacts added fields, deleted fields, changed the layout of fields, whatever and made it the default form for contacts. To modify a form template that has been published, first modify the working copy of the form template. Choose the fields in the form template that you want to appear as columns in the default view of the document library. Make sure that your substitute form includes all the functionality you need and that you enter the correct form name. Here's the opening screen: Save as Templates in the file system Simple forms can be saved as templates anywhere on the drive. When you publish the modified form template to the original publish location, the originally published form template will be overwritten by the modified version. You can then run the. Under Open a form template, click On My Computer. To send an e-mail message with the form and form template to your users, select the Send the form to e-mail recipients check box, and then click Close. In the Save As dialog box, select a location other than the original publish location where you want to save a working copy of the form template, and then click Save.
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