How to Create a Custom Form in Microsoft Outlook

How to Create a Custom Form in Microsoft Outlook

Microsoft Outlook allows you to create a form. easily Typical examples of Outlook forms as features include business cards, meeting requests, appointments, and email messages. All of these forms are stored in a location known as the Standard Forms Library.


How to Create a Microsoft Outlook Form Feature Image

You can customize some of the sections of these standard forms by adding, replacing, or hiding certain parts. Customizing forms is especially important if you need to send emails with certain information requests. Here are the steps to follow to customize a single form in Outlook.

Configuring the Developer tab

The first thing to note is that you can only create a custom form in Outlook using the Developer tab. This is how it works:

Step 1: Launch Microsoft Outlook.

How to Create Custom Forms in Microsoft Outlook Step 1


How to Create Custom Forms in Microsoft Outlook Step 1

2nd step: Right-click the ribbon, then select Customize Ribbon from the list of options.

How to Create Custom Forms in Microsoft Outlook Step 2


How to Create Custom Forms in Microsoft Outlook Step 2

Step 3: In the new dialog box under the group labeled Choose commands from, select the drop-down menu and choose Primary Tabs.

How to Create Custom Forms in Microsoft Outlook Step 3


How to Create Custom Forms in Microsoft Outlook Step 3

Step 4: Select Developer from the options listed and click Add located in the center of the dialog box.

How to Create Custom Forms in Microsoft Outlook Step 4


How to Create Custom Forms in Microsoft Outlook Step 4

Step 5: Under the group labeled Customize Classic Ribbon, check the box next to Developer, then click OK to close the dialog box.

How to Create Custom Forms in Microsoft Outlook Step 5


How to Create Custom Forms in Microsoft Outlook Step 5

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Design of a custom form

With Developer now available on your Ribbon, you can access the Design Form feature to create your new From.

Step 1: On the Find menu, type Design Form. You can also go to the Developer tab on the ribbon, click the Custom Forms group, and then click Design Form.

How to Create Custom Forms in Microsoft Outlook Step 6


How to Create Custom Forms in Microsoft Outlook Step 6

2nd step: In the new dialog box, select the drop-down list and choose Standard Forms Library.

How to Create Custom Forms in Microsoft Outlook Step 7


How to Create Custom Forms in Microsoft Outlook Step 7

Step 3: Select the form you want to customize (we have chosen Appointment) from the options listed and click Open.

How to Create Custom Forms in Microsoft Outlook Step 8


How to Create Custom Forms in Microsoft Outlook Step 8

Step 4: To add a new field or region to the open form, select New Form Region from the ribbon.

How to Create Custom Forms in Microsoft Outlook Step 9


How to Create Custom Forms in Microsoft Outlook Step 9

Step 5: From the list of displayed fields, select a new field and click New.

How to Create Custom Forms in Microsoft Outlook Step 10


How to Create Custom Forms in Microsoft Outlook Step 10

Step 6: Enter the details of the name of your new field, the type of data to enter, the data format and select OK.

How to Create Custom Forms in Microsoft Outlook Step 11


How to Create Custom Forms in Microsoft Outlook Step 11

Step 7: In the tab next to your form name, select option P.2.

How to Create Custom Forms in Microsoft Outlook Step 14


How to Create Custom Forms in Microsoft Outlook Step 14

Step 8: On the ribbon, select the Page button.

How to Create Custom Forms in Microsoft Outlook Step 14


How to Create Custom Forms in Microsoft Outlook Step 14

Step 9: From the drop-down list, select Rename Page.

How to Create Custom Forms in Microsoft Outlook Step 15


How to Create Custom Forms in Microsoft Outlook Step 15

Step 10: Enter the name of the new page and click OK.

How to Create Custom Forms in Microsoft Outlook Step 16


How to Create Custom Forms in Microsoft Outlook Step 16

Step 11: Select the field selector in the ribbon

How to Create Custom Forms in Microsoft Outlook Step 17


How to Create Custom Forms in Microsoft Outlook Step 17

Step 12: From the Field Chooser, drag the newly created fields to the new page.

How to Create Custom Forms in Microsoft Outlook Step 18


How to Create Custom Forms in Microsoft Outlook Step 18

Save and publish a form in Microsoft Outlook

Now that you’ve created your custom form, you need to save and distribute it. You can either save the form as a template or publish it directly to a folder. This is how it works:

Save a form in Microsoft Outlook

To save the new form as an Outlook template, here’s what you need to do:

Step 1: On the Ribbon tab, select File.

How to Create Custom Forms in Microsoft Outlook Step 19


How to Create Custom Forms in Microsoft Outlook Step 19

2nd step: Click Save As.

How to Create Custom Forms in Microsoft Outlook Step 20


How to Create Custom Forms in Microsoft Outlook Step 20

Step 3: Enter the file name and save the file type as an Outlook template.

How to Create Custom Forms in Microsoft Outlook Step 21


How to Create Custom Forms in Microsoft Outlook Step 21

In the future, you will still be able to access the form by selecting Choose Form from the Developer tab.

To note: By choosing Outlook Template, the file is saved as .ost. However, on Microsoft Outlook 2013, users are not allowed to save some forms as templates.

Publishing a form to Microsoft Outlook

Another way to save a custom form is to publish it. This is how it works:

To note: This does not work in the Office 2013 version.

Step 1: On the Ribbon tab, select Publish.

How to Create Custom Forms in Microsoft Outlook Step 22


How to Create Custom Forms in Microsoft Outlook Step 22

2nd step: Select Publish Form As.

How to Create Custom Forms in Microsoft Outlook Step 23


How to Create Custom Forms in Microsoft Outlook Step 23

Step 3: In the new dialog box, select the drop-down list next to Look in to choose a location for the new form.

How to Create Custom Forms in Microsoft Outlook Step 24


How to Create Custom Forms in Microsoft Outlook Step 24

Step 4: Enter a display name for the form.

How to Create Custom Forms in Microsoft Outlook Step 25


How to Create Custom Forms in Microsoft Outlook Step 25

How to Create Custom Forms in Microsoft Outlook Step 25


How to Create Custom Forms in Microsoft Outlook Step 25

To access the form, select New Items in your Outlook Ribbon, More Items, and then choose a form.

Creating voting buttons in Microsoft Outlook

Creating forms in Microsoft Outlook allows you to customize the type of information you collect or send. Another feature of Microsoft Outlook that allows you to collect data is the vote button. With the vote button, you can create a poll and track the responses received.

Last updated on October 30, 2021

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