Outlook forms: How to create a custom Outlook form using VBA
Because it is composed of different windows, panes, and form regions, the Outlook UI presents a complex UI model to the developer. Despite these options, a common customization request is for custom forms to display the various Outlook items. Today, we’ll take a look at Outlook forms and how you can customize them.
- What are Outlook forms?
- Built-in vs. custom Outlook forms
- How to create a custom Outlook form
- How to enumerate/access user forms
- How to remove custom items
- Useful events to work with Outlook forms
- How to access form items
What are Outlook forms?
Outlook forms the UI elements used to collect and display item information in Outlook. By items, I mean Outlook “data” types:
- Appointments
- Contacts
- Tasks
- Notes
- Posts
- Etc.
Each of these have their own, built-in (or standard) form. Built-in forms handle greater than 82% of all user needs (approximately… based on my own, non-scientific analysis).
For 15% of the remaining needs, you can create custom forms that display data and process logic according to your needs. The other 3%? Nothing can be done.
Built-in forms vs. custom Outlook forms
Built-in forms are the forms Outlook provides out-of-the-box. They include standard behaviors and are the forms you already know as a user of Outlook.
Custom forms are forms created by you or another developer that:
- Modifies or extends the functionality of a built-in form
- Is a brand-spanking new creation developed from scratch
The typical scenario for a custom form is to modify and extend a built-in form.
How to create a custom Outlook form
Outlook provides a tool called the Outlook form designer. In this example, I’ll show you how to use a built-in form as the starting point for a custom form. I’ll assume you have Outlook open already. Just follow these steps and we’ll knock this out together:
- Right click the Outlook ribbon and select Customize the Ribbon. Click OK.
- Click the Developer ribbon tab. In the Custom Form button group, click the Design a Form button. In the Design Form dialog, select the Contact form and click Open to open the form in the Outlook Form Designer.
- We’ll add a new page to the standard Contact form. Click the tab labeled (P.2).
- In the Form
Designer ribbon, find the Tools group and click the Control Toolbox. - Add the following controls to the form (use the Property Sheet to change properties):
- Label
- TextBox
- Button
- In the Tools group click the Field Chooser button. Now in the Field Chooser, find the Notes field and add to the new page (P.2). Your Outlook custom form should look like this (or close to it).
- Last step. Click Publish in the form designer ribbon. In the Publish Form dialog box, select Personal Forms Library. Enter My Contact Form as the Display Name and MyContactForm as the Form name. Click Publish. Close the form designer. Click No and do not save your changes.
To utilize the form, you need to navigate to the Contacts (or People) folder, access the Developer tab, and click the Choose Form button. From here, you can select the My Contact Form to create a new contact.
How to enumerate/access user forms
You can enumerate and access an Outlook form using Collaborative Data Objects (CDO). The following is VBA that uses CDO 1.21 to enumerate all forms in a specified Outlook folder.
Sub ListForms(fld As Outlook.MAPIFolder) 'From https://www.outlookcode.com/codedetail.aspx?id=1683 Dim strList As String ' requires reference to Collaboration Data Objects library ' (CDO 1.21) Dim cdoSession As MAPI.Session Dim cdoFolder As MAPI.folder Dim cdoFilter As MAPI.MessageFilter Dim cdoMessages As MAPI.Messages Dim cdoMessage As MAPI.Message Const CdoPR_Form_Name = &H6800001E On Error Resume Next Set cdoSession = CreateObject("MAPI.Session") cdoSession.Logon "", "", False, False Set cdoFolder = cdoSession.GetFolder(fld.EntryID, fld.storeID) Set cdoMessages = cdoFolder.HiddenMessages For Each cdoMessage In cdoMessages If cdoMessage.Type = _ "IPM.Microsoft.FolderDesign.FormsDescription" Then strList = strList & vbCrLf & _ cdoMessage.Fields(CdoPR_Form_Name).Value End If Next If Len(strList) > 0 Then strList = Mid(strList, 2) Else strList = "No forms found in folder" End If MsgBox strList, vbInformation, "Forms in " & fld.Name & " folder" cdoSession.Logoff Set cdoSession = Nothing Set cdoFolder = Nothing Set cdoMessage = Nothing Set cdoMessages = Nothing End Sub
How to remove custom items
Once again, we’ll need to utilize CDO to handle this task. The trick is that personal forms are stored with a message class value of “IPM.Microsoft.FolderDesign.FormsDescription”. So, let’s find items with this message class and delete them.
Public Sub DeleteForms 'From microsoft.public.outlook.program_vba (Ken Slovak) 'https://groups.google.com/forum/?hl=en&fromgroups= '#!topic/microsoft.public.outlook.program_vba/NWjL2UpcNJ8 Dim oSession As MAPI.Session Dim oInbox As MAPI.Folder Dim oRoot As MAPI.Folder Dim oStore As MAPI.InfoStore Dim oViews As MAPI.Folder Dim oMessage As MAPI.Message Dim oFolders As MAPI.Folders Dim oMessages As MAPI.Messages Dim sMessageClass As String Set oSession = CreateObject("MAPI.Session") oSession.Logon "", "", False, False Set oInbox = oSession.Inbox Set oStore = oSession.GetInfoStore(oInbox.StoreID) Set oRoot = oStore.RootFolder Set oFolders = oRoot.Folders 'for Outlook 2003 use "IPM_Common_Views" instead Set oView = oFolders.Item("Common Views") Set oMessages = oView.HiddenMessages For Each oMessage In oMessages If oMessage.Type = "IPM.Microsoft.FolderDesign.FormsDescription" Them sMessageClass = oMessage.Fields(&H6800001E) If sMessageClass = "IPM.Note.xxx" Then oMessage.Delete Exit For End If Next oSession.Logoff 'now set all objects = Nothing End Sub
Useful events to work with Outlook forms
In a custom Outlook form, you program against the form object and its events. You don’t have access to the Outlook application and events.
Click
When you use a custom form, Outlook only supports the Click event for controls. This is a natural choice for buttons but not optimal for controls like the combo box. You write the code by inserting it into a form’s VBScript editor. You need to have the Outlook form open in the Form Designer and click the View Code button found in the Form group of the Developer tab.
Here is the natural choice for a code sample of button control.
Sub CommandButton1_Click() msgbox "Hello World" End Sub
PropertyChange
If you want to respond to changes of Outlook properties, you can do it. You need to create a method that responds to the form item’s PropertyChange event. The event receives the name of the Outlook property that changed. You must check the value to determine if it is the property you want and respond accordingly.
Sub Item_PropertyChange(ByVal Name) Select Case Name Case "Subject" ' your code goes here, for example: MsgBox Item.Subject, , "The subject is ..." Case "Categories" ' more code goes here, for example: MsgBox Item.Categories, , "The categories are..." ' continue with Case statements for other properties ' whose values you want to monitor End Select End Sub
CustomPropertyChange
Outlook lets you create custom properties to support your custom data needs. You can respond to changes to custom properties in the same manner as you do with standard properties. The only difference is the two properties reside in separate collections. Thus, they have separate change events.
Sub Item_CustomPropertyChange(ByVal Name) Select Case Name Case "MyProp1" strMyProp1 = Item.UserProperties("MyProp1") Select Case strMyProp1 Case "Text1" ' code to react to the MyProp1 ' string property having a value of "Text1" Case "Text2" ' code to react to the MyProp1 ' string property having a value of "Text2" Case Else ' code to handle other values of MyProp1 End Select Case "MyProp2" ' code to handle a change in MyProp2 goes here ' continue with Case statements for other properties ' whose values you want to monitor End Select End Sub
You can learn more about each these events here.
How to access form items (edit boxes, combos, memos, etc.)
Within the form’s VBScript, you can access form pages and controls by name.
Text Boxes
Text Boxes reside within a form page’s Controls collection. First, reference the page, then call the controls section and pass the text box name.
Sub CommandButton1_Click() Set Page = Item.GetInspector.ModifiedFormPages Set Cntl = oPage("P.2").Controls("TextBox1") Cntl.SetFocus Cntl.Text = "Hello World!" Set Cntl = Nothing Set Page = Nothing End Sub
Combo Boxes
Combo Boxes are accessed in the same manner as text boxes. But, maybe the best place to access them is the Form’s Open event (ah, and you thought maybe I forgot about this useful event!)
Sub Item_Open() Set FormPage = Item.GetInspector.ModifiedFormPages("P.2") Set Control = FormPage.Controls("ListBox1") Control.PossibleValues = " Bono;Edge;Adam;Larry" End Sub
Memo Field
The memo field of an Outlook item is known as the Body to code. You can access it and change its value easily.
Sub CommandButton1_Click() Item.Body = Item.Body & vbCrLf & "I was clicked at ::" & now() End Sub
Outlook forms – Available for solutions but…
I didn’t editorialize as I went along because I think it is obvious. Outlook forms exist and have been around for a long time. But, easier and more powerful options exist. I recommend using this for quick and dirty solutions limited to a small set of users. Maybe 1, or zero.
Outlook 2013 add-in development in Visual Studio 2012 for beginners
- Part 1: Outlook add-in development: Outlook Application and base objects
- Part 2: Creating custom Outlook views
- Part 3: Creating custom Outlook forms
- Part 4: Outlook UI – Explorer and Inspector Windows. What is customizable?
- Part 5: Customizing Outlook main menu, context menus and Backstage view
- Part 6: Creating custom Outlook ribbons and toolbars
- Part 7: Advanced view regions for Outlook 2013 – 2003
- Part 8: Advanced form regions for Outlook 2013 – 2003
- Part 9: Working with Outlook Accounts, Stores, Folders and Items
- Part 10: Working with Outlook calendar
- Part 11: Working with Outlook tasks
34 Comments
So frustrated, please help. Attachments re-arrange themselves EVERY TIME I assign an Outlook task to someone else!! We have found the custom form to be very useful and every new task we create in Outlook is via the custom form. We assign this task back and forth between employees every day. Each “task” is a client file with information typed and attachments inserted into different parts below relevant lines of text (could be PDFs, JPGs, emails, or other docs). WELL, ever since switching to Outlook 2013, when we go to “Assign Task,” it immediately drops any and all attachments (which, again, we have pasted purposefully in specific parts of the task) TO A ROW ALL TOGETHER AT THE BOTTOM OF THE PAGE!! Why is this happening?!? THIS DID NOT HAPPEN IN OUTLOOK 2010 using the same custom form! We are on an exchange server. Please help if you have any suggestions, thanks!
Hi CC
I really don’t know why this occurs in Outlook 2013. If it is possible to see your code, maybe I can offer some assistance.
Ty
Hi,
I am trying to send bunch of meeting invite to different users from Public Calendar. Everything is working fine but I have a problem of reminder. I want all the recipients will get reminder but not me (meaning organizer). I have tried different code but nothing is working.
Enclosed please find my code:
————————————————————-
Sub Macro1()
‘
‘ Macro1 Macro
‘
Dim olApp As Outlook.Application
Dim olNS As Namespace
Dim olFolder As MAPIFolder
Dim olApt As AppointmentItem
Dim objAttendees As Outlook.Recipients
Set olApp = CreateObject(“Outlook.Application”)
Set olNS = olApp.GetNamespace(“MAPI”)
Set olFolder = olNS.GetDefaultFolder(olFolderCalendar).Folders(“WDS”)
Dim imyMailItem As Outlook.MailItem
Dim myOlApp As Outlook.Application
Set myOlApp = Outlook.Application
Dim r As Long
‘ late bound constants
Const olAppointmentItem = 1
‘Const olBusy = 2
Const olMeeting = 1
‘ Create the Outlook session
‘Set myoutlook = CreateObject(“Outlook.Application”)
‘ Start at row 2
r = 2
Do Until Trim$(Cells(r, 1).Value) = “”
‘ Create the AppointmentItem
‘Set myapt = myoutlook.CreateItem(olAppointmentItem)
Set olApt = olApp.CreateItem(olAppointmentItem)
Set olApt = olApt.Move(olFolder)
Set imyMailItem = olApp.CreateItem(olMailItem)
‘ Set the appointment properties
With olApt
.Subject = Cells(r, 1).Value
.Start = Cells(r, 2).Value
.End = Cells(r, 4).Value
.RequiredAttendees = Cells(r, 9).Value
Set objAttendees = .Recipients
.MeetingStatus = olMeeting
‘ not necessary if recipients are email addresses
‘ myapt.Recipients.ResolveAll
.AllDayEvent = Cells(r, 7).Value
For x = 1 To objAttendees.Count
If objAttendees(x) .Organizer Then
If Cells(r, 6).Value 0 Then
.ReminderSet = True
.ReminderMinutesBeforeStart = Cells(r, 6).Value
Else
.ReminderSet = False
End If
Else
.ReminderSet = False
End If
Next
‘End If
.Body = Cells(r, 1).Value
.Save
r = r + 1
On Error Resume Next
.Send
.Save
End With
Loop
End Sub
————————————————————–
Any suggestion or help will be greatly appreciated.
Thanks in advance!!
What if, after sending the appointment to other users, you edit your copy of the appointment?
You can remove the reminder and save it.
Maybe something like this:
…
On Error Resume Next
.Send
.ReminderSet = False
.Save
End With
??
Hello Ty,
I tried to follow your code, but face a problem I can’t find the reason for. I’m using Outlook 2010 and created a custom form like you explained above. An existing task with an additional, custom tab and a button on it. I saved this code in the Script editor window I get if I press the view code button:
sub cb_SaveLog_Click()
msgbox “Hello World”
end sub
If I try press “Run this Form” it works, I got a new tab with my button and the message box. But if I publish the form and create a new instance the button shows no reaction. Macro settings are on trust all, the lowest possible.
Do you have a hint for me
many thanks in advance
Boris
Hello Try,
I found out that it makes the difference where I save the task. In my personal library or in the group mail box. I tried a lots of possible combinations and must now agree with you that this stuff is quite unpredictable and no solution I can implement for all users within our department. Sometimes it works, sometimes not. That’s a little bit frustrating. I go now (again) back to zero and think about another solution.
Best regards
Boris
Boris,
I’m glad to hear you figured out this much.
My preference is to steer clear of VBA forms entirely!
Ty
I have created and used successfully the custom calendar forms in Outlook 2010. I have published the form and set it as a default successfully to a shared calendar. All Outlook 2007 and Outlook 2010 users in our organization can successfully use the form. One individual in our organization upgraded to Outlook 2013 and can no longer use the custom form. Is there a fix to this?
Thank you,
Andrea
Hello Andrea,
Like you, I’d expect this work without issue.
What steps have your tried to resolve it?
I think you should clear the custom forms and reinstall the form.
That might do the trick.
Ty,
You say ” But, easier and more powerful options exist”.
Do you have any articles about these other options?
Hi Trevor,
I was trying to be subtle while referring to our Add-in Express for Office and .NET.
Outlook forms is antiquated and not something I would recommend. I realize not everyone will agree with me but, hey, that’s why it’s my opinion and not gospel truth.
If you are looking for articles, our blog is the right place.
I recommend starting here and following the links that interest you:
https://www.add-in-express.com/add-in-net/tour.php
Ty
Your instructions on using Item_PropertyChange(ByVal Name) or Item_CustomPropertyChange(ByVal Name) do not work for me. I’m on Outlook 2010. I’ve created multiple forms on Outlook 2003 with no problem. But Outlook 2010 does not work for me. I created a simple test form so I could test if the forms code works. It has two option buttons and two combo boxes. Both of the combo buttons are set up as not visible so that if one button is chosen, one of the comboboxes will become visible. This is my code.
Sub Item_PropertyChange(ByVal Name)
Set MyPage = GetInspector.ModifiedFormPages(“Message”)
If MyPage.OptionButton1.value = True Then
MyPage.ComboBox1.visible = True
MyPage.ComboBox2.visible = False
ElseIf MyPage.OptionButton2.value = True Then
MyPage.ComboBox1.visible = False
MyPage.ComboBox2.visible = True
End If
End Sub
It doesn’t work.
Hello Gary,
Export the form to a .FRM file, rename the file to .TXT and send it to me using the contact form at https://www.add-in-express.com/support/askus.php.
I have created, successfully, a custom task for my projects I have utilized multiple pages.Is there a way to push the individual task to an excel template? If I print it will list every userdefined field name with entry, custom and standard. I want that pushed to an excel spreadsheet template for each single task as I want them printed. I intend to use it as cover sheet for completed projects in the hard file and save as PDF with other scanned files. Every reference I make to individual userdefined fields stays blank. Is there an easy way to refer to the custom form and send all form fields of a single to excel template?
Hi Ericka,
Please review this article:
https://www.add-in-express.com/creating-addins-blog/status-report-generator-excel-outlook/
It shows how to export Outlook tasks to an Excel spreadsheet.
Ty
Hi,
please tell me how to create custom tab in outlook 2007 using vba code.
Hello Rampradeep,
See https://msdn.microsoft.com/en-us/library/office/ee767705%28v=office.14%29.aspx.
Hai Anderi Smolin i have tried this but i am getting error like “object is required” in the line-ActiveProject.SetcustomUI(ribbonXml).please solve this problemm.The entire code is like.
Private Sub AddHighlightRibbon()
Dim ribbonXml As String
ribbonXml = “”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + ” ”
ribbonXml = ribbonXml + “”
ActiveProject.SetCustomUI (ribbonXml)
End Sub
Ah, that’s my fault: the link targets MS Project, not Outlook. I’m really sorry.
As to Outlook, at https://msdn.microsoft.com/en-us/library/aa338202.aspx they say: In the case of Outlook, only COM add-ins can customize the Fluent UI. That is, you can’t use VBA to create a custom tab in Outlook.
Hai Andrei i have seen in one of the site but i am not getting how to create COM AddIn for outlook 2010 with in VBE application.
can you tell me the steps how to do that.
Hai Andrei …k then can we create COM AddIn with in VBE application for outlook 2010.please let me know.
Hi Rampradeep,
It is not possible to create a COM add-in by using Visual Basic for Applications (VBA). COM add-ins can be built using any programming language that can create COM components, e.g. C/C++, C#, VB.NET, Delphi, Visual Basic 6.
Hi Ty!
Is there a newer Version of CDO available, working with Office 2010 and higher? I tried to install CDO 1.2.1, but it expects an Office 2007 Installation. :-(
Hello Jolle,
The answer is No. At https://support.microsoft.com/en-us/kb/2028411 they write: “Programs that use CDO should be re-designed to use other Application Programming Interfaces (APIs) instead of CDO.”
Hi! Have you noticed that you can export your meetings in your calendar? It shows you your meeting with dates, attendees… as columns in the excel.
I need to build a form that incorporates more information, such as the job tittle of the person I am meeting.
I built a form with a textbox so that information is typed by the meeting creator. But I don’t know how to save the textbox’s text so it appears in the excel.
Did I explain myself? Please help! :)
Hello Antonio,
You can store that data in a UserProperty that you can create on that item. This also requires writing some code to export data to a .CSV file.
If this is an end-user type question, I suggest that you ask it at https://answers.microsoft.com/.
Hi
I was trying to build a custom based form in outlook 2013. I got the tutorial on https://www.techrepublic.com/blog/10-things/10-easy-steps-to-customizing-an-outlook-2010-form/
I followed the step and was able to add a combobox to the form as well as a VB Script.
But each time i run the form the combobos did populate
And when I run it through the VBA script in outlook, it gave error message: Run-time error 424. Object required.
The VB code is
Sub Item_Open()
Set FormPage = Item.GetInspector.ModifiedFormPages(“General”)
Set Control = FormPage.Controls(“cboDepartment”)
Control.PossibleValues = “Administrative;Accounting;IT”
End Sub
Pls any suggestion to correct this message.
The 2nd problem….
I would like to populate the combobox through excel range/ cells. Could anyone suggested how I can run excel in outlook VBA while connecting the excel range to populate the combobox
Thanks
Hello Jubril,
Sorry, we cover only Add-in Express related question here. Here are my recommendations:
1) Debug your code (add breakpoints and/or print debug messages) to locate the issue and find the cause of it.
2) Reformulate the question as “How do I retrieve data from an Excel workbook” and google for results and/or ask this question at answers.microsoft.com.
Hi
I’ve been struggling with this all day! Where do you put this code?…
Sub CommandButton1_Click()
msgbox “Hello World”
End Sub
If I design a form (a Message form) add a button with name “CommandButton1” I can’t get it to run any code.
From the Developer tab I’ve tried going into “View Code” and “Visual Basic” and putting in both. Neither seem to hook into the click event!
I saw your comment above that it might depend on where you publish the form. I’ve tried running the form, from the design and tried publishing it in various places but still no luck!
Help!
Hello Simon,
> If I design a form (a Message form) add a button with name “CommandButton1? I can’t get it to run any code.
Add a button to a form, and double click the button. This opens the VBA IDE with the following method opened:
Private Sub {the button name such as CommandButton1 here}_Click()
End Sub
Write your code within that method.
Hello – i am trying to create a custom form in outlook – with an option button for yes and no when a response is sent back to me. Is there a way to do that?
Hello Shalani,
Please find more information at https://docs.microsoft.com/en-us/office/vba/outlook/concepts/outlook-forms/create-an-outlook-form. Try to ask your questions on the Outlook for developers forum at https://social.msdn.microsoft.com/Forums/sqlserver/en-US/home?forum=outlookdev.
hi, is there a posible code to place the Digital Sign button on the send form?
Now we must > Option > More Options > etc..
I need this because only when i send a efax i need the Digital Sign Certificate..
I didn’t need this for regular mail.
Regards, Alfred
Hello Alfred,
A way to achieve this would be to click File | Options | Customize Ribbon, then choose ‘All Commands’ in the left side of the form and look for a control providing this option. I assumed that such a control should be named “Security Options” but it is missing in the left list. It can have a different caption or it can be unavailable. I recommend that you check if the control named “Sign” (IdMso=”DigitallySignMessage”)is what you are looking for.
To test such a control, add it to a group (select it on the right list). Since customizing built-in groups is prohibited, create a custom group first, add it to a custom or built-in tab.