How to: (see helpful links below) -- Create a form template in Outlook using a form created in Excel -- Create a macro in Outlook to access the form* -- Add a link to the macro on your Quick Access Toolbar to quickly open the form *To do this the Developer tab must be visible (File/Options/Customize Ribbon, then place a checkmark in the checkbox next to Developer in the Main Tabs list). Helpful links to create your own macros in MS Outlook: Here's a link to VBA macro language samples for Outlook:. And, if you want to learn VBA, the following site link is a good starting resource: Video tutorial to create the 'While You Were Out' form in Excel 2010 can be viewed at: To create a form template for mobile phones, view the following link. ![]() Is there an easy way in Outlook to emulate the ease of use my beloved “Daily Task List Planner. Outlook 2016 Step by Step by Microsoft. Outlook 2013. Jan 06, 2017 Microsoft Office Outlook 2007. This article describes how to create an e-mail message template and an e-mail message form. More Information. If you would like to include a small survey in the message body of an Outlook email, you will definitely wish to insert checkboxes. This article will introduce 2 simple workarounds. When it comes to carrying out a survey in Outlook, “Vote” feature will be the best choice. With regard to “Vote”, you can refer to another article – “”. But if you hope to design a questionnaire directly in message body, which should include checkboxes, you can choose either from the following two methods. Method 1: Utilize Symbols in Outlook • At the outset, create a new Outlook email. • Then compose the texts in message body as usual. And select the target texts which you want to add the checkboxes before. • After that, switch to “Format Text” and click the down arrow of “Bullets” button. From the drop down list, select “Define New Bullet” option. • In the popup “Define New Bullet” dialog box, click “Symbol” button. • Next in “Symbol” dialog, choose the symbol which looks like checkbox. • After selecting, click several “OK” until all the dialog boxes are closed. • Finally you will see all the checkboxes have been added before the selected option texts in email message body. But these checkboxes are just symbols, so you cannot check off them. Method 2: Recur to Checkbox Controls in MS Word • To start with, open MS Word. • Then switch to “Insert” tab and click “Table” button. Insert a new table with 2 columns. • After that, verify whether “Developer” tab is enabled in MS Word. If not, go to “File” > “Options” > “Customize Ribbon” to activate “Developer” tab. • Next in the document interface, switch to “Developer” tab. Put your cursor in the cell where you wish to insert checkbox control. And click on “Check Box Content Control” button in the group of “Controls”. • Repeat the step 4 to insert several checkbox controls, and input the concrete checkbox texts besides each cell of the checkbox controls. • Later select the entire table and shift to “Layout” tab in “Table Tools”. Click “AutoFit” > “AutoFit Contents” to adjust the table size. • Copy the selected table by “Ctrl + C” key buttons. • Turn to Outlook and create a new email. In the new message window, press “Ctrl + V” to paste the copied table. Now you will get the table with clickable checkbox control in an Outlook email. You can check off the options at will. • Finally you can compose the email and click “Send” button to send it out as usual. By this means, the created checkboxes in your Outlook are clickable.
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