How do I publish a form (SQL Editions)?

This advisory applies to the SOHO Standard, SOHO advanced and Enterprise Editions of MX-Contact.


To publish a form, follow these simple steps:
  1. Save the .oft form you want to publish in a suitable location (e.g. My Documents)


  2. Open Outlook and select the folder you want to publish the form to.


  3. Select Tools->Forms->Choose a Form.

  4. Select User Templates in File System from the Look In dropdown box.

  5. Navigate to the file system folder where your form is, select it and click Open.

  6. The form should open. Ignore any messages, and ignore the fact that it may open as a standard Outlook form.

  7. Click Tools->Forms->Publish Form as. Navigate to the folder you want to publish the form to (which should be the current folder). Select the displayed form and click Publish. Overwrite the existing form.

  8. Open a new item in the folder and check that the new form is showing correctly.

  9. Select the MX-Contact menu on the main Outlook menu bar and click Manage Custom Fields. Make sure there are no fields listed on the left hand side. If there are, move them over to the right hand side and click OK. You will need dbowner permissions on the SQL database in order to create the new fields.