How to Create a Custom Form in Microsoft Outlook

How to Create a Custom Form in Microsoft Outlook

Microsoft Outlook allows you to easily create Forms. Typical examples of Outlook Forms include business cards, meeting requests, appointments, and email messages. These forms are stored in the Standard Forms Library. You can customize sections of these Forms by adding, replacing, or hiding parts. Customizing forms is important when you need to send emails with specific information requests. Here are the steps to customize a form in Outlook.

Setting up the Developer Tab

The first thing to note is that you can create a custom form on Outlook using the Developer tab. Here’s how:

Step 1: Launch Microsoft Outlook.

Step 2: Right-click on the Ribbon and select Customize Ribbon.

Step 3: In the dialog box, select the drop-down menu and choose Main Tabs.

How to Create a Custom Form in Microsoft Outlook

Step 4: Select Developer from the Options and click on Add in the dialog box.

How to Create a Custom Form in Microsoft Outlook

Step 5: Under Customize the Classic Ribbon, check the Developer box, then click OK to close the dialog box.

How to Create a Custom Form in Microsoft Outlook

Designing a Custom Form

Developer is now available on your Ribbon, enabling you to access the Design a Form feature and create your new Form.

Step 1: In the Search Menu, type Design a Form. Alternatively, go to the Developer tab on the Ribbon, click on the Custom Forms group, and then select Design a Form.

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How to Create a Custom Form in Microsoft Outlook

Step 2: In the new dialog box, choose Standard Forms Library.

How to Create a Custom Form in Microsoft Outlook

Step 3: Select the Form you want to customize (we chose Appointment) and click Open.

How to Create a Custom Form in Microsoft Outlook

Step 4: Add a new field or region to the Form by selecting New Form Region from the Ribbon.

How to Create a Custom Form in Microsoft Outlook

Step 5: Select a new field from the list and click on New.

How to Create a Custom Form in Microsoft Outlook

Step 6: Enter the name of your new field, the data type, and the format. Click OK.

How to Create a Custom Form in Microsoft Outlook

Step 7: Select the P.2 option beside your Form Name tab.

How to Create a Custom Form in Microsoft Outlook

Step 8: Select the Page button from the Ribbon.

How to Create a Custom Form in Microsoft Outlook

Step 9: Select Rename Page from the drop-down menu.

How to Create a Custom Form in Microsoft Outlook

Step 10: Enter the name for the new Page and click OK.

How to Create a Custom Form in Microsoft Outlook

Step 11: Select Field Chooser from the Ribbon

How to Create a Custom Form in Microsoft Outlook

Step 12: Drag the new fields created from the Field Chooser to the new Page.

How to Create a Custom Form in Microsoft Outlook

Saving and Publishing a Form in Microsoft Outlook

Now that you have created your custom form, save and distribute it. You can choose to save it as a template or publish it directly to a folder. Here’s how it works:

Saving a Form on Microsoft Outlook

To save the new form as an Outlook Template, follow these steps:

1. Select File on the Ribbon tab.

How to Create a Custom Form in Microsoft Outlook

Instead of writing a long, convoluted sentence, use simple and concise language:

Step 2: Save As.

How to Create a Custom Form in Microsoft Outlook

Step 3: Input File Name and Save File Type as Outlook Template.

How to Create a Custom Form in Microsoft Outlook

In the future, you can access the Form by selecting Choose Form from the Developer tab. Note: By choosing Outlook Template, the file gets saved as .ost. However, Microsoft Outlook 2013 users are not allowed to save certain forms as templates.

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Publishing a Form in Microsoft Outlook

Another way to save a custom form is by publishing it. Here’s how it works:

Note: This doesn’t work in Office 2013 version.

Step 1: On the Ribbon tab select Publish.

How to Create a Custom Form in Microsoft Outlook

Step 2:

Select Publish Form As.

How to Create a Custom Form in Microsoft Outlook

Step 3: On the dialog box, choose a location for the new form.

Step 4: Enter a Display Name for the Form.

Step 5: Select Publish.

How to Create a Custom Form in Microsoft Outlook

To access the Form, select New Items in your Outlook Ribbon, then More Items, and choose Form.

Creating Voting Buttons in Microsoft Outlook

Creating forms in Microsoft Outlook allows you to customize the information you collect or send out. Another feature of Microsoft Outlook that allows you to collate data is the voting button. With the voting button, you can create a poll and track responses.

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