Outlook new appointment template

The more you tell us the more we can help. Can you help us improve? Resolved my issue. Clear instructions. Easy to follow. No jargon. Pictures helped. Didn't match my screen. Incorrect instructions. Too technical. Not enough information. Not enough pictures.

Any additional feedback? Submit feedback. Thank you for your feedback! That will work - to set it as the default form, you need ot publish it, to an org library is best if its going to be used in other calendars, but it's ok if you can't.

Publish it to the calendar folder s and set it as default for the folder - right click on the folder, choose properties then choose it for the default form. This discussion was very useful and it helped me create the form that I needed to get appointments in the same format. My question is, is there a way to send my Form as a template so that others can use it? I don't have a option to publish to MS Exchange I need to share this form with others so the entire team is using it. Is there a way?

Is there a way to do a template that results in a appointment being generated sent to the right people? Again I was able to do it with a form, but can't seem to share it.

You either save it as a template - open the form to create a new item and save it as a template, or if it is a published form, you can save it as a frm file in File, Options, Advanced, Custom forms button, Manage forms. The recipients will publish it using pretty much the same steps. Hi Diane. Great information on your site on your site on working with forms. We have a custom appointment form for our calendar that is shared among multiple locations.

Recently it was asked about creating a reminder AFTER an appointment to go back and make sure everything was complete from that meeting. I am hoping you may have a suggestion that we could try, as we have used several different fields without success.

Thanks for your help! You'll need a script behind it - do you want to change the reminder on the initial appointment to reset it or create a followup appointment or task? Hi Diane, I have a custom form to compose and reply, for some reason while replying it does not include original message in the body.

Initially I had chosen "Respect user's default" in "Actions" tab while replying, but that didn't work although my normal reply mails includes original text. Later i choose to "Include and indent original message text" and published the form, but still it doesn't work. Did you create a separate read layout?

That can cause issues such as this, although I would expect to see the quoted content in the message. Yes i have separate form for compose and read. No i don't have any script. The compose layout has some standard mail input like To,CC, subject and some custom input Status and Ticket set with user defined fields and read layout has labels to show this user defined fields.

Let me put the case i am doing in steps, 1. Compose a new message A with input in To,CC,subject, Status, Ticket and some text in message body it also has the default signature set 2. Send the composed message A , Recipient receives the message B with the message body text and other fields including Status and Ticket fields. Recipient replies the message, opens the compose message C with message trail of A in message body and adds some more text in the message body.

Also changes the Status and Ticket custom field and sends the message. Message D received by original sender 1 as a reply, but the text in the message body is empty, although the Status and Ticket fields are updated as sent in C. Recipient in point 3 checks the message C in sent folder, the message body text is empty in message C but the status and Ticket fields are updated as … Read more ».

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Notify of. In Outlook, you can create and publish a personal form with the detail information of the appointment and meeting. And then use this form as the appointment or meeting template. Please do as follows. Firstly you need to enable the Developer tab in Outlook. If you cannot see the Developer tab showing on the ribbon, please click How to add developer tab on Ribbon in Outlook?

Shift to the Calendar view and create a new appointment or meeting. In the Appointment or Meeting window, fill in the Subject , Location and body which you need for future use. See screenshot:. Then close the Appointment or Meeting window without saving.

In the Choose Form dialog box, select Personal Forms Library in the Look In drop-down list, and select the form you want to use, then click the Open button. And your new created template will be opened, you just need to modify the items to your request. With the Quick Steps function in Outlook, you can easily create meeting template and use it.

Note : You can change the name of quick step in the Name box if you need. Fill in the Subject , Location and Text boxes, then click the Finish button. Now the new quick step is successfully created and shown on the Quick Steps group under Home tab. When you need to create a meeting with those information, please just click this quick step in the Quick Steps group to enable it. Note: The other languages of the website are Google-translated.