Merging From Outlook 2003 Using Form or Folder Level Fields
 

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

Merging From Outlook 2003 Using Form or Folder Level Fields
 

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

Merging From Outlook 2003 Using Form or Folder Level Fields
 

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.