Publishing the Outlook Form

To make the form available to the workflow, you must publish it. In addition, you can specify it as the default form for the folder. You must have editor, publishing editor, or owner permissions to add forms to a public folder.

**Caution   **Do not enable workflow on a folder before publishing the form. If you do, you might get a permissions error even though you are the owner of the folder.

To publish the form and specify it as the default form for the folder

1. From the Tools menu, choose Design, and then choose Publish Form As.

2. In the Publish Form As dialog box, enter a name for the form, and then click Publish.

   Note   The name you provide is the name that the user sees when choosing a form to post in the folder. For example, for an expense report example, you can name it "Expense Report."

3. Close the form, and select No when prompted to save your changes (because the form is published already, you are not required to save your changes).

4. In the Folder list, right-click the folder to which you want to add workflow, and choose Properties.

5. In the When posting to this folder, use dialog box, select the form you created, and click OK.

Your form will appear when a user decides to post to that folder.

See Also

Developing Applications with Microsoft Office Developer | Creating Projects | Developing Workflow Applications for Exchange Server | Planning a Workflow Process for Exchange Server | Building a Workflow Process for Exchange Server