Faster ways to Outlook’s Choose Forms or Templates

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Getting to Outlook Forms and Templates is a hassle, hidden deep down in the menus. It’s possible to bypass all those clicks and open the Choose Form dialog directly and even a specific library.

See Email templates give you faster messages in Outlook

The published way to access templates and forms is long-winded, Home | New Items | More Items | Choose Form … | Look in …. Instead of at least four clicks, add Choose Forms as a button.

Choose Form as ribbon button

There’s a shortcut to navigating the Outlook menus down to Choose Form.  Add a button to the ribbon or Quick Access toolbar.  In File | Options | Customize choose ‘All Commands’ then select ‘Choose Form …’ and add to either a ribbon or QAT.

That button will open the dialog, you’ll have to select the correct ‘Look in:’ location from there.

Go to specific ‘Look In’ Forms library

Want to save yourself another click or make it a little easier for other people using the template library?  Have a button on the ribbon or Quick Access Toolbar that opens the Personal Forms Library or other library directly.

It’s possible to select a specific Forms Library though it needs a macro using the most inelegant VBA feature; SendKeys. SendKeys lets VBA send keypresses as if someone typed them.  It’s what programmers use, in desperation, to get around limitations in VBA or the object model.

In this case we want to open Choose Forms then ‘press’ the letter P to switch to Personal Forms Library.

Sub ChooseForm_PersonalFormsLibrary()

‘ Open Choose Form … dialog

‘ thanks to niton_ via https://answers.microsoft.com/en-us/msoffice/forum/msoffice_outlook-msoffice_custom-mso_2010/vba-routine-to-open-the-choose-form-dialog-box/a53e01cc-1e57-4d94-8399-271ee432ba75

    Dim objExpl As Explorer
    Set objExpl = ActiveExplorer
    If Not objExpl Is Nothing Then

     ‘ switch to another Library with a keyboard shortcut.  “U” user templates “P” Personal Forms Library

        SendKeys "P", True
        objExpl.CommandBars.ExecuteMso ("ChooseForm")
    End If
    Set objExpl = Nothing
End Sub

Once the macro is in place, you can attach it to a button on the ribbon or Quick Access Toolbar.

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