How do I specify a default folder to save new custom forms to in MS Outlook?

KateReynolds · 05-22-2009, 10:34 AM

I've recently discovered the custom form function in MS Outlook, and am trying to create a custom monitoring form to use with my team and monitor workshops that we run (e.g. number of attendees etc).

I have created a form based on the 'contacts' template, and I intend to use it whereby:

- I fill in the primary data on the form
- I send it via email to my colleague who ran the session and they complete all the detailed info
- They send it back to me

I've made the form and have published it on all their computers so they can open it, complete it, and email it back to me.

My question is whether there is a way to force the form to save in a specific folder? At the moment, when I create it and forward it to my colleagues (and when they complete it and send it back to me) it saves a copy in the CONTACTS folder (as it is based on a contacts form). How can I force it so that it saves in a different folder (either a sub folder that I create in the contacts section, or preferably, a folder within the inbox)?

I have tried to search for this info and understand that I need to code the form in some way, but I'm new to this function in Outlook and not quite sure how coding all works, so please feel free to answer in the most basic terms (I won't be offended!!)

Thanks

**Dragoen** · 05-22-2009, 12:46 PM

You should be able to create a rule that will move the replies to a specific sub-folder of your choice when your colleagues send the form back to you. Check out the Rules and Alerts function under Tools in Outlook 2003 (not sure what ribbon it's hidden under in 2007).

Hope that helps,

05-22-2009, 10:34 AM	#1 (permalink)
KateReynolds Registered User Join Date: May 2009 Posts: 1 OS: Microsoft Windows XP; Service Pack 2	How do I specify a default folder to save new custom forms to in MS Outlook? I've recently discovered the custom form function in MS Outlook, and am trying to create a custom monitoring form to use with my team and monitor workshops that we run (e.g. number of attendees etc). I have created a form based on the 'contacts' template, and I intend to use it whereby: - I fill in the primary data on the form - I send it via email to my colleague who ran the session and they complete all the detailed info - They send it back to me I've made the form and have published it on all their computers so they can open it, complete it, and email it back to me. My question is whether there is a way to force the form to save in a specific folder? At the moment, when I create it and forward it to my colleagues (and when they complete it and send it back to me) it saves a copy in the CONTACTS folder (as it is based on a contacts form). How can I force it so that it saves in a different folder (either a sub folder that I create in the contacts section, or preferably, a folder within the inbox)? I have tried to search for this info and understand that I need to code the form in some way, but I'm new to this function in Outlook and not quite sure how coding all works, so please feel free to answer in the most basic terms (I won't be offended!!) Thanks

05-22-2009, 12:46 PM	#2 (permalink)
Dragoen TSF Enthusiast Join Date: Apr 2009 Location: Harrisburg, PA Posts: 1,024 OS: Windows Vista Home Premium (6.0, Build 6001) My System	Re: How do I specify a default folder to save new custom forms to in MS Outlook? You should be able to create a rule that will move the replies to a specific sub-folder of your choice when your colleagues send the form back to you. Check out the Rules and Alerts function under Tools in Outlook 2003 (not sure what ribbon it's hidden under in 2007). Hope that helps, __________________ Dragoen ========================================================= Just because we can, doesn't mean we should...