为Outlook 2007构建表单 [英] Building Forms for Outlook 2007

问题描述

我刚才介绍了Outlook窗体的概念。我不知道这是否能解决我的问题，但这是我想要做的：

我希望能够让公司内部的员工填写一些形式。所以我所要做的就是创建表单并将其推送到他们的Outlook？填好表格之后，我可以以某种方式捕获数据吗？有没有人以前做过？有人可以推荐一个很好的教程/例子吗？

更新： Outlook-> Access选项看起来很棒，但它看起来像表格必须由某人发送电子邮件。换句话说，如果有人想填写任何表格，他们首先必须通过电子邮件发送表格。如果一个人想要填写表格怎么办？如果他没有访问Access数据库的话，他会怎么做？

这里有三个选项： b
$ b

1. 此页面是Outlook中自定义表单的非常好的跳转页面。事实上，整个网站很不错，有很多示例和链接 Outlook Forms分步教程然而，如果你还有Access 2007，我实际上会推荐一些更简单和更容易的创建可发送给用户的电子邮件表单收集所有的信息。一旦我在Access 2007中发现这一点，我就再也回不了自定义的Outlook窗体了。
   
   

   基本上，你创建一个带有你想要收集的数据的Access数据库，然后在外部数据选项卡中，单击创建电子邮件，然后向导将引导您使用正文中的表单（HTML或InfoPath，根据您选择哪一个）创建电子邮件。您可以将此内容发送给您的用户（您可以在Access DB中的表中包含收件人列表），并填写表单（我用它进行调查），然后单击提交。它会返回到您的Outlook中的特殊文件夹中，只要您打开Outlook，它就会将其与数据库同步。然后你可以分割和切割所有的数据库信息。

   
   
   

   这里有一些很棒的教程：
   
   

   
   
   • 演示：通过
     使用电子邮件收集Access 2007中的数据 如何集成Microsoft Access
     和Outlook 2007
   
   



2. 最后，如果您只想收回更简单的信息，如是，否 ，最简单的方法是创建投票按钮。转到新消息 - >选项 - 投票按钮。您可以根据需要使用分号分隔您的选项; 。

在上面的＃2 和＃3 中，这些是启动数据收集的场景。

还有其他一些情况，有些人不需要通过电子邮件提示填写，但只需提交表格（如费用报告或燃油里程报告）即可。 上面的＃1 （Outlook自定义表单）通常是该场景中的更好选择，但是：

• Outlook表单有通常是
  更难以部署和教导人们使用
  （有公共
  表单，私人表单等等）。
  
• 实际上，Outlook表单已被其他技术所取代。
  特别是， InfoPath / Forms Server 和
  Sharepoint表单。这是因为这两种技术中的
  都不需要
  的用户来完成除
  以外的全部操作，因此可以通过链接填写表单。大约10年前，我曾经知道很多公司试图使用Outlook表单，其中大多数公司放弃了开发它们以支持其他技术。
  

这并不是说Outlook表单在任何方面都不好。如果您没有其他技术可用作Forms Server，那么这可能是一个体面的选择。

要查看其他半轻量级方法表单提交，您可以使用MS Word模板作为前端，并让他们更新Access数据库。这里有几篇关于这方面的优秀文章：

1. 直接从Word导入数据
   表格到访问表格


2. 我如何...传输数据从
   Word表单到Access数据库？

I was just introduced to the concept of Outlook forms. I don't know if this will solve my problem but here is what I want to do:

I want to be able to have employees who are inside the company fill out some forms. So all I have to do is create the form and PUSH it to their Outlook? After they fill out the form, can I capture the data somehow? Has anyone does this before? Can someone recommend a good tutorial/examples?

Update: The Outlook->Access option seems like a great one, but it seems like the form must be emailed by someone. In other words, if someone wants to fill out any form they first have to be emailed a form. What if a person wants to just fill out a form? How would he do it if he has no access to the Access database?

解决方案

Here are three options:

1. This page is a really good jump page for custom forms in Outlook. In fact, that whole site is pretty good with lots of examples and links like Outlook Forms Step-by-Step Tutorial.

2. However, if you also have Access 2007, I'd actually recommend something simpler and easier to create email forms that can be sent to users and collect back all of the information. Once I discovered this in Access 2007 I never went back to custom Outlook forms.

   Basically, you create an Access db with the data you want to collect and then in the "External Data" tab in Access 2007, you click "Create E-mail" and a wizard will walk you through creating an email with the form in the body (which is either HTML or InfoPath, depending on which one you choose). You send this to your users (you can have a recipient list in a table as well in your Access DB) and they fill out the form (I used it for surveys) and then they click submit. It goes back to your Outlook in a special folder and as soon as you open Outlook, it will synch it with the database. Then you can slice and dice all of that database information.

   Here are some great tutorials on this:

   • Demo: Collect data in Access 2007 by using e-mail
   • How to integrate Microsoft Access and Outlook 2007

3. Finally, if you just want to collect back much simpler information, like "Yes", "No", "Maybe", the easiest way is to create voting buttons. Go to New Message -> Options - Voting Buttons. You can customize this if needed by separating your choices with a semi-colon ;.

In #2 and #3 above, these are scenarios to initiate data collection.

There are other situations where someone doesn't need a prompt via email to fill something out right there, but rather just submit a form (like an expense report, or a gas mileage report). #1 above (Outlook custom forms) is generally better choice in that scenario, but:

• Outlook forms have typically been harder to deploy and teach people to use (there are things like "public forms", "private forms", etc.)
• Outlook forms have been, in practice, been replaced by other technologies. In particular, InfoPath/Forms Server and Sharepoint Forms. This is because neither of those two technologies requires users to do a whole lot other than follow a link to fill out a form. I used to know, about 10 years ago, many companies who tried to use Outlook forms and most of them gave up development of them in favor of other technologies.

This isn't to say that Outlook forms are bad in any way. If you don't have other technologies available to serve as a Forms Server, then this could be a decent option to consider.

To look at other semi-lightweight ways of form submission, you can use MS Word templates as the front end and have them update an Access DB. Here are a couple of good articles on this:

1. Import Data Directly from Word Forms to Access Tables
2. How do I... Transfer data from a Word form to an Access database?

这篇关于为Outlook 2007构建表单的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！