Here's a brain tickler:

I've developed a custom form in Outlook for our company...

which basically has the same information as a document we use in the
company...

(Which, coincidentally, is repeated elsewhere in a couple of other places)

Question is, would it be possible to auto-fill that information either way:

I.E. Fill in the form in Outlook and let Word know how to automatically fill
in the right information from the fields
OR
Fill in the form in Word and let the Outlook form know how to automatically
fill in the right information in the fields?

I know how to do this between Excel documents quick and easy. Question is,
does that ease cross applications?

Basically, yes you can do all that. Both Word and Outlook support VBA, which
allows you to program against any Office application. Custom fields in
custom forms expose their names/properties via the UserProperties Collection,
so that's what you'd use to read/set those values.

However, your question is fairly general in scope. It really depends on
which application is providing the data to whom. If you can provide some
specifics, we can help guide you through any programming tasks.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Here's a brain tickler:

I've developed a custom form in Outlook for our company...

which basically has the same information as a document we use in the
company...

(Which, coincidentally, is repeated elsewhere in a couple of other places)

Question is, would it be possible to auto-fill that information either way:

I.E. Fill in the form in Outlook and let Word know how to automatically fill
in the right information from the fields
OR
Fill in the form in Word and let the Outlook form know how to automatically
fill in the right information in the fields?

I know how to do this between Excel documents quick and easy. Question is,
does that ease cross applications?

Well we have a form in Word that has all basic information in it on potential
clients such as Company name, address, phone # owners' names, etc.

And I created a shared custom form in Outlook for our office to use that
pretty much does the same thing using the contacts template.

I'm not sure if it would be easier to input the data into the Outlook form
and have a Word document get the data or the other way around But we are
essentially duplicating our work 2 or 3 times with every potential client we
come across.

"Eric Legault [MVP - Outlook]" wrote:

Basically, yes you can do all that. Both Word and Outlook support VBA, which
allows you to program against any Office application. Custom fields in
custom forms expose their names/properties via the UserProperties Collection,
so that's what you'd use to read/set those values.

However, your question is fairly general in scope. It really depends on
which application is providing the data to whom. If you can provide some
specifics, we can help guide you through any programming tasks.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Here's a brain tickler:

I've developed a custom form in Outlook for our company...

which basically has the same information as a document we use in the
company...

(Which, coincidentally, is repeated elsewhere in a couple of other places)

Question is, would it be possible to auto-fill that information either way:

I.E. Fill in the form in Outlook and let Word know how to automatically fill
in the right information from the fields
OR
Fill in the form in Word and let the Outlook form know how to automatically
fill in the right information in the fields?

I know how to do this between Excel documents quick and easy. Question is,
does that ease cross applications?

I would say it's easier to populate Word from your custom form. First, I'd
setup a Word document (or template) that uses named Bookmarks. These
Bookmarks should have the same name as your custom fields. Then you can use
the Bookmarks collection in Word with the UserProperties collection from your
custom form to match and populate.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Well we have a form in Word that has all basic information in it on potential
clients such as Company name, address, phone # owners' names, etc.

And I created a shared custom form in Outlook for our office to use that
pretty much does the same thing using the contacts template.

I'm not sure if it would be easier to input the data into the Outlook form
and have a Word document get the data or the other way around But we are
essentially duplicating our work 2 or 3 times with every potential client we
come across.

"Eric Legault [MVP - Outlook]" wrote:

Basically, yes you can do all that. Both Word and Outlook support VBA, which
allows you to program against any Office application. Custom fields in
custom forms expose their names/properties via the UserProperties Collection,
so that's what you'd use to read/set those values.

However, your question is fairly general in scope. It really depends on
which application is providing the data to whom. If you can provide some
specifics, we can help guide you through any programming tasks.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Here's a brain tickler:

I've developed a custom form in Outlook for our company...

which basically has the same information as a document we use in the
company...

(Which, coincidentally, is repeated elsewhere in a couple of other places)

Question is, would it be possible to auto-fill that information either way:

I.E. Fill in the form in Outlook and let Word know how to automatically fill
in the right information from the fields
OR
Fill in the form in Word and let the Outlook form know how to automatically
fill in the right information in the fields?

I know how to do this between Excel documents quick and easy. Question is,
does that ease cross applications?

Thanks Eric. One more question, please.

The Word & bookmarks part I understand.

What I can't figure out, however is WHERE my custom form is saved to link
the information to, and I was wondering if you could help me locate it.

In my company, we SHARE a drive on the network (S, it is the only place
where information can be accessed by anyone. Outlook, however is installed
on the server. Does this mean that all the published, custom forms we have
are on the server as well? I have no direct access to that. Is that the
only way to "browse" to link the information in the word document to the
custom form?

"Eric Legault [MVP - Outlook]" wrote:

I would say it's easier to populate Word from your custom form. First, I'd
setup a Word document (or template) that uses named Bookmarks. These
Bookmarks should have the same name as your custom fields. Then you can use
the Bookmarks collection in Word with the UserProperties collection from your
custom form to match and populate.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Well we have a form in Word that has all basic information in it on potential
clients such as Company name, address, phone # owners' names, etc.

And I created a shared custom form in Outlook for our office to use that
pretty much does the same thing using the contacts template.

I'm not sure if it would be easier to input the data into the Outlook form
and have a Word document get the data or the other way around But we are
essentially duplicating our work 2 or 3 times with every potential client we
come across.

"Eric Legault [MVP - Outlook]" wrote:

Basically, yes you can do all that. Both Word and Outlook support VBA, which
allows you to program against any Office application. Custom fields in
custom forms expose their names/properties via the UserProperties Collection,
so that's what you'd use to read/set those values.

However, your question is fairly general in scope. It really depends on
which application is providing the data to whom. If you can provide some
specifics, we can help guide you through any programming tasks.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Here's a brain tickler:

I've developed a custom form in Outlook for our company...

which basically has the same information as a document we use in the
company...

(Which, coincidentally, is repeated elsewhere in a couple of other places)

Question is, would it be possible to auto-fill that information either way:

I.E. Fill in the form in Outlook and let Word know how to automatically fill
in the right information from the fields
OR
Fill in the form in Word and let the Outlook form know how to automatically
fill in the right information in the fields?

I know how to do this between Excel documents quick and easy. Question is,
does that ease cross applications?

Better yet, Eric, if that is an issue (I don't know where the Outlook form is
and can't get to it), and it is possible to go the other way (have the form
populate from a Word document), that might be the easiest way to go. How do
I go about telling Outlook where to get data in a custom form?

If you could give me a very simple example I could probably figure out the
rest. Say I make a form in Outlook with a field "ClientName" and have a Word
document with a field "ClientName" in it. What do I have to do with the
field in Outlook to tell it to get the data from the Word Document?

"Angyl" wrote:

Thanks Eric. One more question, please.

The Word & bookmarks part I understand.

What I can't figure out, however is WHERE my custom form is saved to link
the information to, and I was wondering if you could help me locate it.

In my company, we SHARE a drive on the network (S, it is the only place
where information can be accessed by anyone. Outlook, however is installed
on the server. Does this mean that all the published, custom forms we have
are on the server as well? I have no direct access to that. Is that the
only way to "browse" to link the information in the word document to the
custom form?

"Eric Legault [MVP - Outlook]" wrote:

I would say it's easier to populate Word from your custom form. First, I'd
setup a Word document (or template) that uses named Bookmarks. These
Bookmarks should have the same name as your custom fields. Then you can use
the Bookmarks collection in Word with the UserProperties collection from your
custom form to match and populate.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Well we have a form in Word that has all basic information in it on potential
clients such as Company name, address, phone # owners' names, etc.

And I created a shared custom form in Outlook for our office to use that
pretty much does the same thing using the contacts template.

I'm not sure if it would be easier to input the data into the Outlook form
and have a Word document get the data or the other way around But we are
essentially duplicating our work 2 or 3 times with every potential client we
come across.

"Eric Legault [MVP - Outlook]" wrote:

Basically, yes you can do all that. Both Word and Outlook support VBA, which
allows you to program against any Office application. Custom fields in
custom forms expose their names/properties via the UserProperties Collection,
so that's what you'd use to read/set those values.

However, your question is fairly general in scope. It really depends on
which application is providing the data to whom. If you can provide some
specifics, we can help guide you through any programming tasks.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Here's a brain tickler:

I've developed a custom form in Outlook for our company...

which basically has the same information as a document we use in the
company...

(Which, coincidentally, is repeated elsewhere in a couple of other places)

Question is, would it be possible to auto-fill that information either way:

I.E. Fill in the form in Outlook and let Word know how to automatically fill
in the right information from the fields
OR
Fill in the form in Word and let the Outlook form know how to automatically
fill in the right information in the fields?

I know how to do this between Excel documents quick and easy. Question is,
does that ease cross applications?

Where you publish the form depends mainly on who needs to access it, and
partially on what kind of form it is. See this link:

Saving and Publishing Microsoft Outlook Custom Forms:
http://www.outlookcode.com/d/formpub.htm

For custom message forms, they are generally published to the Personal or
Organization forms libraries, whereas others are published to a folder
(probably a shared Public Folder in your case if you are using Exchange).

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Thanks Eric. One more question, please.

The Word & bookmarks part I understand.

What I can't figure out, however is WHERE my custom form is saved to link
the information to, and I was wondering if you could help me locate it.

In my company, we SHARE a drive on the network (S, it is the only place
where information can be accessed by anyone. Outlook, however is installed
on the server. Does this mean that all the published, custom forms we have
are on the server as well? I have no direct access to that. Is that the
only way to "browse" to link the information in the word document to the
custom form?

"Eric Legault [MVP - Outlook]" wrote:

I would say it's easier to populate Word from your custom form. First, I'd
setup a Word document (or template) that uses named Bookmarks. These
Bookmarks should have the same name as your custom fields. Then you can use
the Bookmarks collection in Word with the UserProperties collection from your
custom form to match and populate.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Well we have a form in Word that has all basic information in it on potential
clients such as Company name, address, phone # owners' names, etc.

And I created a shared custom form in Outlook for our office to use that
pretty much does the same thing using the contacts template.

I'm not sure if it would be easier to input the data into the Outlook form
and have a Word document get the data or the other way around But we are
essentially duplicating our work 2 or 3 times with every potential client we
come across.

"Eric Legault [MVP - Outlook]" wrote:

Basically, yes you can do all that. Both Word and Outlook support VBA, which
allows you to program against any Office application. Custom fields in
custom forms expose their names/properties via the UserProperties Collection,
so that's what you'd use to read/set those values.

However, your question is fairly general in scope. It really depends on
which application is providing the data to whom. If you can provide some
specifics, we can help guide you through any programming tasks.

--
Eric Legault (Outlook MVP, MCDBA, MCTS: Messaging & Collaboration)
Try Picture Attachments Wizard for Outlook:
http://www.collaborativeinnovations.ca
Blog: http://blogs.officezealot.com/legault/


"Angyl" wrote:

Here's a brain tickler:

I've developed a custom form in Outlook for our company...

which basically has the same information as a document we use in the
company...

(Which, coincidentally, is repeated elsewhere in a couple of other places)

Question is, would it be possible to auto-fill that information either way:

I.E. Fill in the form in Outlook and let Word know how to automatically fill
in the right information from the fields
OR
Fill in the form in Word and let the Outlook form know how to automatically
fill in the right information in the fields?

I know how to do this between Excel documents quick and easy. Question is,
does that ease cross applications?