I have taken on the job of creating a custom form that incorporates a
paper-based form and I would like some advice before I start on the form. I
intend to purchase an Outlook coding book, but am finding it difficult to
find one in the brick&mortar tech stores in my area. I need to use an online
store to purchase one. Only then will I start the coding for the form, but
until then I would like to create the basic layout, and later create the
code. Please excuse the rambling/backstory below, it helps set the scene.
Sue Mosher gave me some excellent advice
and help with a problem I was
having with printing a form to Word. I have limited scripting experience with
Excel and Access (and now Outlook).
What I am wanting to create is a custom Meeting Request form. The
Appointment and Scheduling tabs would not be touched. I will be creating two
new tabs and using User-Created Fields to recreate what is on the paper-based
system. When the meeting request using this custom form is sent, recipients
would be able to read the fields on the other two new tabs, as well as the
main Appointment tab. If required the information on the Appointment tab, as
well as the two new tabs can be printed to a Word document, and if required
saved to a Word document with the information in the form.
That is what I would like the custom Meeting Request
form to do. I was
reading some of the articles at OutlookCode.com and came across a few
interesting tidbits and was hoping for some advice.
When I have created custom forms in the past, I would create the new fields
in the form that required it. But in one of the articles I noticed that it
suggested that a new subfolder should be created, and in the new folder,
access the Field Chooser and create the new fields there.
At the current point I am seeing this project be
ongoing, and not completed
in one session. Would it be best to create an .oft and store it on my
computer, or after each addition to the form, publish it and save it in the
new folder? I know that code can only be run in published forms, not stored
In regard to code, I currently see three sections of code required - a
command button to print what is on the Appointment tab, and the two created
tabs; a command button to save the information to a Word document (via the
template that is used to print the form) and it prompts the user for the
location of the saved document; and lastly some code that would make a new
field visible only after the user has started typing in the field above it
(more on this below).
The last bit of code is required as in a few different sections of the
paper-based system there is room for multiple entries, dependant upon how
many the user wants to use. So I am envisioning making in some areas 10 rows
available, and in other sections up to 20 rows available. But I dont want all
of the rows to be visible at once. So what I would like (as I know it can be
done in Access) is to have the first row visible, and when the user starts
typing in the first row, the second row of fields become visible. If they use
the second row, the third becomes visible, and so forth, until the last row
is entered and up comes a Message Box informing the user that there is no
more fields available.
Is the above possible in Outlook custom forms?
Last question: When I have created code in a custom Outlook form in
past, I have used Form>View Code, which brings up a new window similar to
Notepad, in which all code is manually entered. Is it possible when creating
a new custom form, to access the Visual Studio Window? This would make life
easier for creating the Subs for the required control and action.
I hope the above makes sense, and I think a lot
of my questions would be
answered once I get my hands on an Outlook Programming manual, but until then
I would like to plan what the custom form will do, create the layout, and
only after reading the manual will I attempt the code. Any help, suggestions
and input is appreciated.