Mail Forms Overview

Office 2013 and later
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You can customize all pages of an e-mail form in Microsoft Outlook by using form pages.

You can also use form regions to remove and add pages for customization.

Like post forms, mail forms have separate Compose and Read pages. When a user opens a new e-mail message, the form is displayed in Compose mode, and pages are displayed so that the user can fill out the form to be sent. When the recipient opens the item, the form is displayed in Read mode, and a different set of pages and controls can be used to display the data in the fields. When designing an e-mail message form, you can choose to disable the separate Read and Compose pages so that the form is identical at all times. If you use separate pages, you can often copy and paste the controls from the one set of pages to the other.

If you are customizing a mail form for use in an organization that is using Microsoft Exchange Server, the form should be published in the Organizational Forms Library.

Note Note
  • E-mail forms only work within organizations.

  • Using the Send form definition with item property is not recommended nor needed. Publishing the form to the Organizational Forms Library makes it available. This also uses less network bandwidth and makes updating the form much easier because each client is using the shared form that is published on the server.

When you design a mail form, it is important to consider which type of message format the form should be in. The choices are Microsoft Rich Text, HTML, and plain text. You should give careful consideration to what versions of Outlook that potential recipients will be using.

Note Note

Some of the properties and objects related to mail formats might behave differently depending on whether Outlook 98, Outlook 2000, or Outlook 2003 is running in Corporate Workgroup mode or Internet Mail Only mode. Outlook 2002, Outlook 2007 and later do not distinguish between the Corporate Workgroup mode and Internet Mail Only mode.

For more information, see the following topics:

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