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Designing Custom Forms

In Outlook 2007, you need to show the Developer tab before you can edit a form. To do this, open the Office menu and go to Editor options.  Show the Developer tab is on the first page.

Developer ribbon

Open the form you want to edit and choose Design this form from the Developer tab or Tools, Forms menu. You can browse for a form from this menu if the type you want to edit is not open.

Outlook 2007:

Outlook 2003 and earlier:

Outlook 2003 and older

You can change the value of many, but not all, fields.

Custom form

Notes:
  • First page of appointment form is not editable.
  • The first page of Contacts in Outlook 2003/2007 is the old contacts form if edited.
  • Use Run Now to test the form.

What fields can you change? The default address (Home instead of Business), the default business card design, Default Show time as, assign a default category, make all appointments or contacts private, and many others fields. Not all fields can be saved, including the default reminder time or All Day appointments.

You can show a persons age on a custom form or add a date stamp.

See Publishing Custom Forms for help publishing forms and converting existing items to use the new form. Many forms will also work as templates, saved using the File, Save as menu. You can save templates anywhere on your drive (so its easier to find them) or copy them to a folder in Outlook.

Updated Sunday January 31 2010