Note: This doesn’t work in Office 2013 version. Publishing a Form in Microsoft OutlookĪnother way to save a custom form is by publishing it. However, on Microsoft Outlook 2013 users are not allowed to save certain forms as templates. Note: By choosing Outlook Template, the file gets saved as. In the future, you can always access the Form by selecting Choose Form from the Developer tab. Step 3: Input File Name and Save File Type as Outlook Template. To save the new form as an Outlook Template, here’s what you need to do: Here’s how it works: Saving a Form on Microsoft Outlook You can either save the form as a template or publish it directly to a folder. Now that you have created your custom form, you need to save and distribute it. Saving and Publishing a Form in Microsoft Outlook Step 12: From the Field Chooser, drag the new fields created to the new Page. Step 11: Select Field Chooser from the Ribbon Step 10: Enter the name for the new Page and click on OK. Step 9: From the drop-down select Rename Page. Step 8: From the Ribbon, select the Page button. Step 7: On the tab beside your Form Name, select P.2 option. Step 6: Input details of the name of your new field, the type of data to be entered, the format for the data and select OK. Step 5: From the list of fields shown, select a new field and click on New. Step 4: To add a new field or region to the open Form, select New Form Region from the Ribbon. Step 3: Select the Form you would like to customize (we picked Appointment) from the listed options and click on Open.
Step 2: On the new dialog box, select the drop-down and choose Standard Forms Library. Alternatively, you can go to the Developer tab on the Ribbon, click on the Custom Forms group then click on Design a Form. Step 1: Within the Search Menu, type Design a Form. With Developer now available on your Ribbon, you can access the Design a Form feature to create your new From. Step 5: Beneath the group titled Customize the Classic Ribbon, tick the box beside Developer, then click on OK to close the dialog box. Step 4: Select Developer from the Options listed and click on Add located at the center of the dialog box. Step 3: On the new dialog box beneath the group titled Choose Commands From, select the drop-down and choose Main Tabs.
Step 2: Right-click on the Ribbon then select Customize Ribbon from the list of options. All the members of the distribution list will get it.The first thing to note is that you can only create a custom form on Outlook using the Developer tab. You will see the name of the list in the TO box. Find the Distribution list, double click on it.Click the TO button, go to your Contact list.Caution, don't rush.If you try to delete it you will not get the confirmation message beforehand, it will just delete. To delete the list, find it in your contact list, select it and press Delete.You can delete the list from your contact list entirely To edit an existing list, find it in your contact list, double click to open.You can return to edit the list by adding or removing members. You will see it listed by the name you gave it. Click Save and Close to add to your Contact list.You will see a listing of all the members you have selected. Click to return to the Personal Distribution list dialog box.Select each name and click Members> or double-click each name, that you want to add to your PDL.You will see the Edit Members dialog box. Choose either From Outlook Contacts list or Address Book.You can add members to your list from either the Outlook address book or your personal contact list. This name will appear in your Contacts list after you save it. In the Name box, type the name of your distribution list.
You will see the New Contact Group dialog box.