Custom Contact Forms and User Properties

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T

Thatch

Custom Contact Forms and User Defined Properties

I have created a very simple Contact custom form (no user defined fields, no

macros, etc.). I have made this form the default form for a contact folder.

When I create a contact, the form appears and I enter data into the form. One

things happens:

- After I save the form and I view it using the View->Current View->Phone

List, it comes up as a note icon with a pin through it and not as a contact

icon. Why is that? If I look at the MessageClass field, it states that it is

IPM.Contact.MyTestForm. Obviously there is an issue with that. Does anyone

have any hints as to how the form can be saved properly?

Consequently, if I edit the contact and add a user defined field, ALL the

user defined fields that are being displayed disappear and I no longer have

access to the user defined fields for that contact. It seems that using the

default custom contact forms in Outlook corrupts the access to user defined

fields for the Contacts OR the saving of the contact with the incorrect type

causes it to break the link with User Defined Fields (since user defined

fields are not supported for the Notes). I'd expect Custom Contact Forms to

support user defined fields.

Does anyone have any insight into this?

T
 

Karl Timmermans

Senior Member
Outlook version
Outlook 2013 32 bit
Email Account
POP3
When using a custom form, the user-defined fields need to be defined in the

form. User-defined fields defined for the "folder" when using the standard

IPM.Contact message class are not interchangable with those assigned/created

via a custom form and you should never be adding user-defined fields to a

contact with a custom form on an adhoc basis (causes a "one-off" item).

Think of user-defined fields in one of three contexts:

#1 - User-defined fields in folder (applicable when default message class

for the folder is IPM.Contact)

#2 - User-defined fields in item. A user-defined field created for an item

is first added to the folder's user-defined list automatically and by

default. It is <never> added to an individual item's user-defined fields

group until a value is entered for the field. Removing a field from the

<folder user-defined list> does not remove the field in any contact item to

which it has been added. It becomes an <orphan> user-defined field which

remains with the item so long as the message class for it is "IPM.Contact".

Once a UDF has been deleted from the <folder's> UDF list - there is no way

within Outlook to determine which contact(s) have that field without opening

each individual contact item.

#3 - User-defined fields created/used in custom form. All UDFs in this case

become part of the contact item whether the field has a value or not.

Changing the message class(custom form) for a contact item results in

user-defined fields for the original custom form no longer being accessible

when viewing a contact item. Usre-defined fields assigned to the <folder
are no longer applicable when a contact is assigned a new message class

(custom form) nor are user-defined fields associated with a custom form

applicable if the contact's message class is changed back to the standard

messageclass/form (IPM.Contact).

Sidenote: should <not> create a UDF in a custom form that is assigned to one

of the <standard> Outlook fields even though nothing will prevent you from

doing that.

Karl

______________________

/Duplicate Contact Mgr

"Thatch" <Thatch> wrote in message

news:A00EAFE8-A764-430F-A3B4-D15CC310FAE0@microsoft.com...
> Custom Contact Forms and User Defined Properties

> I have created a very simple Contact custom form (no user defined fields,
> no
> macros, etc.). I have made this form the default form for a contact
> folder.
> When I create a contact, the form appears and I enter data into the form.
> One
> things happens:

> - After I save the form and I view it using the View->Current View->Phone
> List, it comes up as a note icon with a pin through it and not as a
> contact
> icon. Why is that? If I look at the MessageClass field, it states that it
> is
> IPM.Contact.MyTestForm. Obviously there is an issue with that. Does anyone
> have any hints as to how the form can be saved properly?

> Consequently, if I edit the contact and add a user defined field, ALL the
> user defined fields that are being displayed disappear and I no longer
> have
> access to the user defined fields for that contact. It seems that using
> the
> default custom contact forms in Outlook corrupts the access to user
> defined
> fields for the Contacts OR the saving of the contact with the incorrect
> type
> causes it to break the link with User Defined Fields (since user defined
> fields are not supported for the Notes). I'd expect Custom Contact Forms
> to
> support user defined fields.

> Does anyone have any insight into this?

> T
>
 
S

Sue Mosher [MVP]

Just to add to what Karl said, if you want a custom icon and not the default

pinned note, add the icon on the (Properties) page of the form design. You

might also find this article useful:

http://www.outlookcode.com/article.aspx?id=29

Sue Mosher

"Karl Timmermans" <karl@claxton.com> wrote in message

news:OB%23%236m$ZKHA.5472@TK2MSFTNGP02.phx.gbl...
> When using a custom form, the user-defined fields need to be defined in
> the form. User-defined fields defined for the "folder" when using the
> standard IPM.Contact message class are not interchangable with those
> assigned/created via a custom form and you should never be adding
> user-defined fields to a contact with a custom form on an adhoc basis
> (causes a "one-off" item).

> Think of user-defined fields in one of three contexts:

> #1 - User-defined fields in folder (applicable when default message class
> for the folder is IPM.Contact)

> #2 - User-defined fields in item. A user-defined field created for an item
> is first added to the folder's user-defined list automatically and by
> default. It is <never> added to an individual item's user-defined fields
> group until a value is entered for the field. Removing a field from the
> <folder user-defined list> does not remove the field in any contact item
> to which it has been added. It becomes an <orphan> user-defined field
> which remains with the item so long as the message class for it is
> "IPM.Contact". Once a UDF has been deleted from the <folder's> UDF list -
> there is no way within Outlook to determine which contact(s) have that
> field without opening each individual contact item.

> #3 - User-defined fields created/used in custom form. All UDFs in this
> case become part of the contact item whether the field has a value or not.
> Changing the message class(custom form) for a contact item results in
> user-defined fields for the original custom form no longer being
> accessible when viewing a contact item. Usre-defined fields assigned to
> the <folder> are no longer applicable when a contact is assigned a new
> message class (custom form) nor are user-defined fields associated with a
> custom form applicable if the contact's message class is changed back to
> the standard messageclass/form (IPM.Contact).

> Sidenote: should <not> create a UDF in a custom form that is assigned to
> one of the <standard> Outlook fields even though nothing will prevent you
> from doing that.

> Karl
> ______________________
>

> /Duplicate Contact Mgr
>

>

> "Thatch" <Thatch> wrote in message
> news:A00EAFE8-A764-430F-A3B4-D15CC310FAE0@microsoft.com...
> > Custom Contact Forms and User Defined Properties
>

>> I have created a very simple Contact custom form (no user defined fields,
> > no
> > macros, etc.). I have made this form the default form for a contact
> > folder.
> > When I create a contact, the form appears and I enter data into the form.
> > One
> > things happens:
>

>> - After I save the form and I view it using the View->Current View->Phone
> > List, it comes up as a note icon with a pin through it and not as a
> > contact
> > icon. Why is that? If I look at the MessageClass field, it states that
> > it is
> > IPM.Contact.MyTestForm. Obviously there is an issue with that. Does
> > anyone
> > have any hints as to how the form can be saved properly?
>

>> Consequently, if I edit the contact and add a user defined field, ALL the
> > user defined fields that are being displayed disappear and I no longer
> > have
> > access to the user defined fields for that contact. It seems that using
> > the
> > default custom contact forms in Outlook corrupts the access to user
> > defined
> > fields for the Contacts OR the saving of the contact with the incorrect
> > type
> > causes it to break the link with User Defined Fields (since user defined
> > fields are not supported for the Notes). I'd expect Custom Contact Forms
> > to
> > support user defined fields.
>

>> Does anyone have any insight into this?
>

>> T
> >


>
 
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