Skip to main content

How to change default form in specified folders in Outlook?

Author: Kelly Last Modified: 2014-08-22

By default, you can apply a custom form with clicking the Home > New Items > More Items > Choose Form, and then specifying the custom form from the Choose Form dialog box. Sound too many steps? If you need to apply the custom form all the time, it does be a little tedious. Here I will introduce a way to change the default form with custom form in a specified folder in Microsoft Outlook.

Office Tab - Enable Tabbed Editing and Browsing in Microsoft Office, Making Work a Breeze
Unlock Kutools for Outlook's free version now and enjoy over 70 features with unlimited access forever
Boost your Outlook 2021 - 2010 or Outlook 365 with these advanced features. Enjoy 70+ powerful features and elevate your email experience!

Before changing default form, you should have created your own custom form. And In this article, I will take an example of changing the default form of a calendar folder in Outlook.

Step 1: In the Navigation Pane, right click the folder whose default form you will change, and select the Properties from the right-clicking menu.

Step 2: In the Calendar Properties dialog box, click the When posting to this folder, use: box, and specify the Forms from the drop down list on the General tab. See screen shot below:

Step 3: Now you get into the Choose Form dialog box,

(1) Click the Look in box, and select the right library where your custom form is stored in. Most of time, custom forms stay in the Personal Forms Library.

(2) Click to highlight the custom form that you will change to the default form.

(3) Click the Open button.

From now on, when you open the specified calendar folder and create a new appointment, it will apply the custom form automatically. What’ more, the first tab changes from Appointment to the name of your custom form in the Appointment window.

Note: You can’t change the default form for mail folders in Microsoft Outlook.

Best Office Productivity Tools

Breaking News: Kutools for Outlook Launches Free Version!

Experience the all-new Kutools for Outlook FREE version with 70+ incredible features, yours to use FOREVER! Click to download now!

🤖 Kutools AI : Instant pro emails with AI magic--one-click to genius replies, perfect tone, multilingual mastery. Transform emailing effortlessly! ...

📧 Email Automation: Auto Reply (Available for POP and IMAP)  /  Schedule Send Emails  /  Auto CC/BCC by Rules When Sending Email  /  Auto Forward (Advanced Rules)   /  Auto Add Greeting   /  Automatically Split Multi-Recipient Emails into Individual Messages ...

📨 Email Management: Recall Emails  /  Block Scam Emails by Subjects and Others  /  Delete Duplicate Emails  /  Advanced Search  /  Consolidate Folders ...

📁 Attachments ProBatch Save  /  Batch Detach  /  Batch Compress  /  Auto Save   /  Auto Detach  /  Auto Compress ...

🌟 Interface Magic: 😊More Pretty and Cool Emojis   /  Remind you when important emails come  /  Minimize Outlook Instead of Closing ...

👍 One-click Wonders: Reply All with Incoming Attachments  /   Anti-Phishing Emails  /  🕘Show Sender's Time Zone ...

👩🏼‍🤝‍👩🏻 Contacts & Calendar: Batch Add Contacts From Selected Emails  /  Split a Contact Group to Individual Groups  /  Remove Birthday Reminders ...

Instantly unlock Kutools for Outlook with a single click—permanently free. Don't wait, download now and boost your efficiency!




Comments (1)
No ratings yet. Be the first to rate!
This comment was minimized by the moderator on the site
This works fine but the unintended consequence seems to be that after changing the default to the custom form that launches a meeting request with out responses, now when clicking on New Appointment launches a meeting request instead of an appointment window which usually comes with a "Save and Close" button and no attendee box (just Subject and Location). Before changing the default form, the "New Appointment" button launches an appointment window and the New Meeting button launches a meeting window. The difference between the two is that the latter has a "To:" box to enter attendees and a "Send" button replacing the "Save and Close" button. Why would changing the default form in the way described in this article also changes an appointment into a meeting request? It does not seem like the right approach to solve the issue with making the "no response" meeting request the default for meeting requests.
There are no comments posted here yet
Leave your comments
Posting as Guest
Rate this post:
0   Characters
Suggested Locations