SECTION 1
Lesson 1.5: Custom Forms

   

 

1.

Open Microsoft Outlook 2002.

 

 

2.

Open your calendar folder.

 

 

3.

Click the Tools menu , click Forms, and click Design a Form.

 

 

4.

Click Appointment and click Open.

 

 

5.

Click the P.2 tab.

In the Field Chooser, click the drop-down menu and choose All Appointment fields.

Drag and drop the following fields into the grid:

-          Billing Information

-          Mileage

-          Location

-          Directory Server

 

 

6.

Click on the text that says Directory Server and type Hours:.

 

 

7.

Click the Tools menu, click Forms, and click Publish Form.

 

 

8.

Change the Look In location to Personal Forms Library.

Type Sample Form for the Display Name.

Click Publish.

 

 

9.

Close out of the new form. Do not save changes.

 

 

10.

Click the Tools menu, click Forms, and click Choose Form.

 

 

11.

Change the Look In location to Personal Forms Library.

 

 

12.

Click Sample Form and click Open.

 

 

13.

In the sample form, type anything you want for the subject or for notes. Make the appointment for today, choosing a time later than the current time.

Click the P.2 tab. Fill out the fields using this information:

-          Billing Information: Hourly

-          Mileage: None

-          Location: Worked from office

-          Hours: 5.5

 

 

14.

Click Save and Close.

 

 

15.

Open the appointment we just created. Click on the P.2 tab to see how your information is displayed.

 

 

16.

Close out of the appointment window without changing anything.

 

 

17.

Click the Tools menu, click Options, click the Other tab, click Advanced Options, click Custom Forms, and then click Manage Forms.

 

 

18.

On the right-hand side, click Sample Form.

Click Delete.

 

 

19.

Click Close. Click OK to all windows behind this window to go back to the main Outlook screen.

 

 

20.

Close Microsoft Outlook 2002.