How to create Outlook Form with example
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This document provides instructions for creating a custom email form in Outlook to enable more consistent and organized email communication. It outlines how to enable the Developer option, design a form by adding and positioning custom fields, save the form for future use, and share the form template with recipients so they can use it to read emails in the customized format. Forms allow for tracking emails and requests more conveniently through customized fields for items like tasks, importance levels, and due dates.
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How to create Outlook Form with example
- 1. Outlook Form Better way for consistent email communication By Akash J
- 2. How to enable Developer option • Open MS Outlook > Go to File > Options > Customize Ribbon. • In Customize Ribbon under the Main Tabs, check the Developer option (make it enable). • Click OK and check whether your Outlook’s Main Tab is showing Developer option.
- 3. Steps to create Form • Go to developer options > Design a Form > Choose message > Open • It will open an email with custom panel, where you can adjust the size and position of every field.
- 4. • From field chooser option > select the fields you want > drag and drop below subject field.
- 5. • If you want new field which is doesn’t exist, then > Select New from field chooser > Give Name – type – format and click OK > this is the field will be available for you to put it in Form.
- 6. • Your created custom fields are saved in User defined fields in inbox
- 7. • You can customize your Form appearance with Advanced Properties option
- 8. Saving Form for future use • Wow ! You’ve just created a Form. • Now save it for future use, using save as option with *.oft format.
- 9. Using Form for communication • You can use the saved form by Go to Home > New Items > More Items > Choose Form > Look in “user templates in file system” > here, you can see your saved form and you can open it. You must share your Form template (*.oft) file to receiver and ask them to save it in the path as below C:Users _______AppDataRoamingMicrosoftTemplates This will allow receiver to read your email in the Form you designed.
- 10. • This is how your created Form looks like when you open it.
- 11. • You can customize your Form to fit your function request and can create number of forms for number of functions. • We can have fields where we can just tick the field which is required, or we can set an importance to that email up to three different levels, or can give a due date to complete the task. • The example shown in this Article is a simple Form. There are more complicated Forms we can make with more options. • Forms are easy for tracking and tracing emails. • More convenient way of communication for daily task requests through email.
- 12. Thanks !