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#1
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Hello to All,
I am currently working on a custom form(Task Request). I have a protoype and i am ready to publish it and test on a couple of clients. I am not quite sure how to deploy it. Here is what I think I know and have tried. Form is installed on a client machine(Personal Forms Library) and I attempted to send them a task generated with same form on my machine. Client cannot open message at all. The goal of my form is to allow a technical librarian to create a task and assign it to departments. the department will then use form to update librarian as to whether training is required on a topic prior to an update and when task is complete. The form contains various pieces of information about update including an attachment. I need both parties to be using the same form. Help?? Please Tirelle |
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#2
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If both parties need to be using the same form, then you must publish it to
the Organizational Forms library on the company's Exchange Server or, if that's not possible, to each user's Personal Forms library. My experience with task forms, however, is that they may not work very well for transmitting task requests. What precisely happens when the recipient tries to open the task request that you send? -- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "Tirelle" wrote in message ... Hello to All, I am currently working on a custom form(Task Request). I have a protoype and i am ready to publish it and test on a couple of clients. I am not quite sure how to deploy it. Here is what I think I know and have tried. Form is installed on a client machine(Personal Forms Library) and I attempted to send them a task generated with same form on my machine. Client cannot open message at all. The goal of my form is to allow a technical librarian to create a task and assign it to departments. the department will then use form to update librarian as to whether training is required on a topic prior to an update and when task is complete. The form contains various pieces of information about update including an attachment. I need both parties to be using the same form. Help?? Please Tirelle |
#3
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Curently, other user has form in his personal forms library. I have not
posted to Organizational library yet. When he tries to open task, it say "Cannot open item". Now the tasks are suck in limbo (We can't delete, open or move them). "Sue Mosher [MVP]" wrote: If both parties need to be using the same form, then you must publish it to the Organizational Forms library on the company's Exchange Server or, if that's not possible, to each user's Personal Forms library. My experience with task forms, however, is that they may not work very well for transmitting task requests. What precisely happens when the recipient tries to open the task request that you send? -- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "Tirelle" wrote in message ... Hello to All, I am currently working on a custom form(Task Request). I have a protoype and i am ready to publish it and test on a couple of clients. I am not quite sure how to deploy it. Here is what I think I know and have tried. Form is installed on a client machine(Personal Forms Library) and I attempted to send them a task generated with same form on my machine. Client cannot open message at all. The goal of my form is to allow a technical librarian to create a task and assign it to departments. the department will then use form to update librarian as to whether training is required on a topic prior to an update and when task is complete. The form contains various pieces of information about update including an attachment. I need both parties to be using the same form. Help?? Please Tirelle . |
#4
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You might want to check the Microsoft Knowledge Base at
http://support.microsoft.com for information on that error for your specific version of Outlook. Another thing to explore is whether the user can himself create new tasks with the custom form. I am not optimistic, though, about any solution, given my previous experience with custom task forms. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "Tirelle" wrote in message ... Curently, other user has form in his personal forms library. I have not posted to Organizational library yet. When he tries to open task, it say "Cannot open item". Now the tasks are suck in limbo (We can't delete, open or move them). "Sue Mosher [MVP]" wrote: If both parties need to be using the same form, then you must publish it to the Organizational Forms library on the company's Exchange Server or, if that's not possible, to each user's Personal Forms library. My experience with task forms, however, is that they may not work very well for transmitting task requests. What precisely happens when the recipient tries to open the task request that you send? "Tirelle" wrote in message ... Hello to All, I am currently working on a custom form(Task Request). I have a protoype and i am ready to publish it and test on a couple of clients. I am not quite sure how to deploy it. Here is what I think I know and have tried. Form is installed on a client machine(Personal Forms Library) and I attempted to send them a task generated with same form on my machine. Client cannot open message at all. The goal of my form is to allow a technical librarian to create a task and assign it to departments. the department will then use form to update librarian as to whether training is required on a topic prior to an update and when task is complete. The form contains various pieces of information about update including an attachment. I need both parties to be using the same form. |
#5
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Thanks, Sue!! If I cannot get this to work, what is your recommended solution?
Here details of task and what I need to do: Purpose: Manage the process for notification of publication changes which includes receipt, training and approval to implement. Steps: 1. Technical Librarian receives change. He then send copy(attachment) of change along with details about publication(Name, revision number, ID, etc...) the the department head for approval to implement. 2. Upon receipt department head reviews change and either approves it for implementation immediately or after its contents have been trained on. If training required, he orders Training officer to perform and report when complete. 3. Upon completion of training or approval to implement, librarian enters change and updates task as complete. 4. A report of details of change transmittal needs to be genererated. 5. Status of change transmittal need to be updated as it changes. Thank You Tirelle "Sue Mosher [MVP]" wrote: You might want to check the Microsoft Knowledge Base at http://support.microsoft.com for information on that error for your specific version of Outlook. Another thing to explore is whether the user can himself create new tasks with the custom form. I am not optimistic, though, about any solution, given my previous experience with custom task forms. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "Tirelle" wrote in message ... Curently, other user has form in his personal forms library. I have not posted to Organizational library yet. When he tries to open task, it say "Cannot open item". Now the tasks are suck in limbo (We can't delete, open or move them). "Sue Mosher [MVP]" wrote: If both parties need to be using the same form, then you must publish it to the Organizational Forms library on the company's Exchange Server or, if that's not possible, to each user's Personal Forms library. My experience with task forms, however, is that they may not work very well for transmitting task requests. What precisely happens when the recipient tries to open the task request that you send? "Tirelle" wrote in message ... Hello to All, I am currently working on a custom form(Task Request). I have a protoype and i am ready to publish it and test on a couple of clients. I am not quite sure how to deploy it. Here is what I think I know and have tried. Form is installed on a client machine(Personal Forms Library) and I attempted to send them a task generated with same form on my machine. Client cannot open message at all. The goal of my form is to allow a technical librarian to create a task and assign it to departments. the department will then use form to update librarian as to whether training is required on a topic prior to an update and when task is complete. The form contains various pieces of information about update including an attachment. I need both parties to be using the same form. . |
#6
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If it were my project and I had only custom forms to work with, I'd probably
try to implement it in a public folder, maintaining the status of work items there and generating notifications, approvals, etc. as needed. It could also be done with one or more message forms to transmit information and generate a custom task item for the recipient, plus an add-in to process status update messages that the task form would generate. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "Tirelle" wrote in message ... Thanks, Sue!! If I cannot get this to work, what is your recommended solution? Here details of task and what I need to do: Purpose: Manage the process for notification of publication changes which includes receipt, training and approval to implement. Steps: 1. Technical Librarian receives change. He then send copy(attachment) of change along with details about publication(Name, revision number, ID, etc...) the the department head for approval to implement. 2. Upon receipt department head reviews change and either approves it for implementation immediately or after its contents have been trained on. If training required, he orders Training officer to perform and report when complete. 3. Upon completion of training or approval to implement, librarian enters change and updates task as complete. 4. A report of details of change transmittal needs to be genererated. 5. Status of change transmittal need to be updated as it changes. Thank You Tirelle "Sue Mosher [MVP]" wrote: You might want to check the Microsoft Knowledge Base at http://support.microsoft.com for information on that error for your specific version of Outlook. Another thing to explore is whether the user can himself create new tasks with the custom form. I am not optimistic, though, about any solution, given my previous experience with custom task forms. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook 2007 Programming: Jumpstart for Power Users and Administrators http://www.outlookcode.com/article.aspx?id=54 "Tirelle" wrote in message ... Curently, other user has form in his personal forms library. I have not posted to Organizational library yet. When he tries to open task, it say "Cannot open item". Now the tasks are suck in limbo (We can't delete, open or move them). "Sue Mosher [MVP]" wrote: If both parties need to be using the same form, then you must publish it to the Organizational Forms library on the company's Exchange Server or, if that's not possible, to each user's Personal Forms library. My experience with task forms, however, is that they may not work very well for transmitting task requests. What precisely happens when the recipient tries to open the task request that you send? "Tirelle" wrote in message ... Hello to All, I am currently working on a custom form(Task Request). I have a protoype and i am ready to publish it and test on a couple of clients. I am not quite sure how to deploy it. Here is what I think I know and have tried. Form is installed on a client machine(Personal Forms Library) and I attempted to send them a task generated with same form on my machine. Client cannot open message at all. The goal of my form is to allow a technical librarian to create a task and assign it to departments. the department will then use form to update librarian as to whether training is required on a topic prior to an update and when task is complete. The form contains various pieces of information about update including an attachment. I need both parties to be using the same form. . |
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