Microsoft Outlook allows you to create Forms. easy Good examples of Outlook Forms like features include business cards, meeting requests, appointments, and email notifications. All of these forms are stored in a location called the Standard Forms Library.
You can customize some parts of these Standard Forms by adding, replacing, or hiding certain sections. Customizing forms is especially important if you need to send emails with certain requests for information. Here are the steps to customize a single form in Outlook.
Setting up the Developer tab
The first thing to note is that you can only create custom forms in Outlook using the Developer tab. Here’s how it works:
Step 1: Launch Microsoft Outlook.
Step 2: Right-click the Ribbon, then choose Customize Ribbon from the list of options.
Step 3: On the new dialog box under the group titled Choose Commands From, select the drop-down menu and select Main Tabs.
Step 4: Select Developer from the Options listed and click Add located in the middle of the dialog box.
Step 5: Under the group titled Customize Classic Ribbon, check the box next to Developer, then click OK to close the dialog box.
Custom form design
With Developer now available on your Ribbon, you can access the Design of Forms feature to create your new Words.
Step 1: In the Search Menu, type Design a Form. Alternatively, you can go to the Developer tab on the Ribbon, click the Custom Forms group, and then click Form Design.
Step 2: On the new dialog box, select the drop-down menu and select Standard Form Library.
Step 3: Select the Form you want to customize (we chose Appointment) from the listed options and click Open.
Step 4: To add a new field or area to the Open Form, select New Form Area from the Ribbon.
Step 5: From the list of fields displayed, select a new field and click New.
Step 6: Enter the details of the new field name, data type to enter, data format and select OK.
Step 7: On the tab next to Your Form Name, select the P.2 option.
Step 8: From the Ribbon, select the Page button.
Step 9: From the drop-down list, select Rename Page.
Step 10: Enter a name for the new Page and click OK.
Step 11: Select Field Selector from the Ribbon
Step 12: From the Field Selector, drag the newly created fields to the New Page.
Save and publish forms in Microsoft Outlook
Now that you have created your custom form, you need to save and distribute it. You can save the form as a template or publish it directly to a folder. Here’s how it works:
Save forms on Microsoft Outlook
To save a new form as an Outlook Template, you need to do the following:
Step 1: On the Ribbon tab select File.
Step 2: Click Save As.
Step 3: Enter File Name and Save File Type as Outlook Template.
In the future, you can always access Forms by selecting Select Form from the Developer tab.
Note: By selecting Outlook Template, the file will be saved as .ost. However, on Microsoft Outlook 2013, users are not allowed to save some forms as templates.
Publishing Forms in Microsoft Outlook
Another way to save a custom form is to publish it. Here’s how it works:
Note: This does not work in the Office 2013 version.
Step 1: On the Ribbon tab select Publish.
Step 2: Select Publish Form As.
Step 3: On the new dialog, select the drop-down menu next to Look In to choose a location for the new form.
Step 4: Enter a Display Name for the Form.
Step 5: Select Publish.
To access Forms, select New Item from your Outlook Ribbon, Add Item, and then select Form.
Creating forms in Microsoft Outlook makes it possible for you to customize the type of information you collect or send. Another feature on Microsoft Outlook that allows you to collate data is the voting button. With the vote button, you can create a poll and track the response received.
Categories: How to
Source: thpttranhungdao.edu.vn/en/
