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I'm using Outlook 2003 and using a custom form. In this custom form I
have the same item level fields as I do in the form level fields. I have no folder level fields. I want to be able to merge starting with Outlook and selecting a Word document to merge into. The only way I can see that this will work is with folder level fields. Word does not see item level fields nor does it see form level fields for merging. Am I correct in this assumption? What I think I need to do is for each form level field I need to create the equivalent folder level field. Basically duplicating each field at the folder level that I already have at the form level. Is there a better option? The fields that I had already created based off the original contact form (via the form designer) appear in the form and item level fields, but not the folder level fields. However, if I add a new field using the form designer (basically modify the form), that field by default ends up as a folder level field and not a form level field. It seems the results differ based on when you add the field which I can't figure out why. So my questions are why do fields appear in different levels based on when they are added, and is there any way to get the form levels fields to also be folder level fields without recreating them? Thanks Shawn |
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#2
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The pre-programmed merges started from Word or from Outlook will not use
custom fields. For that you need to completely program the merge yourself using code. That's the way it's always been. For an explanation of form fields and where they are located and what effects that has look at the forms information at www.outlookcode.com. -- Ken Slovak [MVP - Outlook] http://www.slovaktech.com Author: Professional Programming Outlook 2007. Reminder Manager, Extended Reminders, Attachment Options. http://www.slovaktech.com/products.htm "SRM" wrote in message ... I'm using Outlook 2003 and using a custom form. In this custom form I have the same item level fields as I do in the form level fields. I have no folder level fields. I want to be able to merge starting with Outlook and selecting a Word document to merge into. The only way I can see that this will work is with folder level fields. Word does not see item level fields nor does it see form level fields for merging. Am I correct in this assumption? What I think I need to do is for each form level field I need to create the equivalent folder level field. Basically duplicating each field at the folder level that I already have at the form level. Is there a better option? The fields that I had already created based off the original contact form (via the form designer) appear in the form and item level fields, but not the folder level fields. However, if I add a new field using the form designer (basically modify the form), that field by default ends up as a folder level field and not a form level field. It seems the results differ based on when you add the field which I can't figure out why. So my questions are why do fields appear in different levels based on when they are added, and is there any way to get the form levels fields to also be folder level fields without recreating them? Thanks Shawn |
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On Mar 3, 9:50*am, "Ken Slovak - [MVP - Outlook]"
wrote: The pre-programmed merges started from Word or from Outlook will not use custom fields. For that you need to completely program the merge yourself using code. That's the way it's always been. For an explanation of form fields and where they are located and what effects that has look at the forms information atwww.outlookcode.com. -- Ken Slovak [MVP - Outlook]http://www.slovaktech.com Author: Professional Programming Outlook 2007. Reminder Manager, Extended Reminders, Attachment Options.http://www.slovaktech.com/products.htm "SRM" wrote in message ... I'm using Outlook 2003 and using a custom form. In this custom form I have the same item level fields as I do in the form level fields. I have no folder level fields. I want to be able to merge starting with Outlook and selecting a Word document to merge into. The only way I can see that this will work is with folder level fields. Word does not see item level fields nor does it see form level fields for merging. Am I correct in this assumption? What I think I need to do is for each form level field I need to create the equivalent folder level field. Basically duplicating each field at the folder level that I already have at the form level. Is there a better option? The fields that I had already created based off the original contact form (via the form designer) appear in the form and item level fields, but not the folder level fields. However, if I add a new field using the form designer (basically modify the form), that field by default ends up as a folder level field and not a form level field. *It seems the results differ based on when you add the field which I can't figure out why. So my questions are why do fields appear in different levels based on when they are added, and is there any way to get the form levels fields to also be folder level fields without recreating them? Thanks Shawn Ken: Thanks. When I have fields at the folder level, Word does see those custom fields (at the folder level) for a merge. I have added those custom fields to my Word file to complete merges. I have been using this format but recently had to update my PST file and lost all my folder level fields. Am I miss-understanding your reply? Concerning the fields, I have read through Sue's book and reviewed the site. Unless I just plain missed it, I cannot find answers to the questions I posted in those locations. Thanks again for your help. |
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