Tech Tip: Perform calculations in a custom form

Custom forms enable you to gather information from users that standard Outlook forms don't include, and they allow you to reorganize the standard form fields in ways that make more sense to your users. For example, you might use a custom form in a public folder to receive support requests from users.

Outlook provides a relatively rich set of tools for creating forms and for adding special fields to the forms. For example, to add formula fields to a form to calculate tax or other information, follow these steps:

  1. Open the form in Design mode, and add the fields on which the formula will operate.
  2. On the Form Design toolbar, click Control Toolbox to open the Toolbox dialog box, and drag a new label field to the form.
  3. Right-click the label, choose Properties, and select the Value tab.
  4. Click New, enter a name for the custom field, and select Formula from the Type drop-down list.
  5. Type the formula in the formula field, or click Edit to open the Formula Field dialog box.
  6. Insert the fields on which the calculation will operate, and add operators and functions as needed to complete the formula. (For example, enter [TaxRate]*[Pay] to multiply two custom fields named TaxRate and Pay.)
  7. Close all remaining dialog boxes.
  8. Choose Form | Run This Form to test the formula field.

In addition to using custom fields in a form, you can also use the default form fields—including text fields—as applicable in a formula field. Outlook provides several functions you can use in the formula for math, date and time, and other types of calculations.

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