Extend the use of an Outlook item by adding additional fields and pages

In this approach, you take a standard Outlook item, such as a contact, mail message, task request, or meeting request and add fields and extra pages.

Note  All custom forms must be based on existing Outlook forms. If you do not wish to use the default form functionality provided by Outlook, you can hide all of the default form pages and use only the extra blank pages to create a complete custom form.

1. Open the item on which you want to base the form. For example, if you want your form to organize and collect information about a person or organization, open a contact. In the contact, select Forms on the Tools menu and click Design This Form. This opens the item in design mode.
2. Set attributes for the form. In design mode, you add attributes such as a caption, password, or description on the Properties page. The Actions page lists default Reply forms. You can add your own custom Reply forms to the Actions page as well as change several aspects of how the default Reply forms work.
   
   
3. Design the form by moving, removing, and adding fields and pages in the form. All the fields in the form and all the fields you add from the Field Chooser retain their built-in properties and functionality. For procedures on designing form pages, see Creating Forms under Solutions with Forms, Public Folders, and Views on the Help Contents tab.
   
   
4. Test and publish your form. You can instantly see how your form looks; just open your new form in run mode by clicking Run This Form on the Form menu on the form. You can publish your form to your Personal Forms Library or to a folder to test it, and then publish the form to a public folder or to the Organization Forms Library so other users can use it.