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Create custom actions for a form

Actions are a very powerful feature of Microsoft Outlook forms that allow you to create a wide variety of solutions without writing programming code. For example, you can use actions to open other forms, even forms of a different type, or you can create a message form with an action that opens a contact form.

With the form in design mode:

1. Click the (Actions) page.
2. Click New.
3. Select the options that you want.

Notes

• You can specify whether you want an action to appear as a command on both the Actions menu of the form and the Form Design toolbar, or just on the item menu.
• You can also use actions to create a new item. For example, you can create a message form with an action that creates a new contact. The new item is created in the open folder, not in the Contacts folder.
• You need to use the Forward action to have attachments included in a Reply. So even if your Action is a Reply Action, use the Forward method to preserve attachments.
• There is no direct way to have the original item automatically close when the new item is launched. You need to use Microsoft Visual Basic Scripting Edition (VBScript) to accomplish this.