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    Shared Email Templates

    Outlook email templates with a date picker

    If you want to have a pop-up calendar (date picker) in your shared email template for Outlook, this is how:

    1. In the template you’re creating or editing, place the cursor where you’d like to add a date picker. Then select the Insert macro button on the template editor toolbar.

      The Insert macro button
    2. Select What to enter (WTE).

    3. The What to enter dialog appears.

      • On the General tab:

        • Select Date.
        • Enter the field name.
        • Select a date format.
        • Select a language.

        For example, to add a pop-up calendar for choosing a discount expiration date displayed in the mmmm d, yyyy format, do the following:

        • Under Type, select Date.
        • Under Field name, enter Expiration date.
        • Under Date format, select mmmm d, yyyy.
        • Under Language, leave default selected.
        The General tab for Date in the What to enter dialog
      • On the Calculate tab, you can shift the current date forward or backward.

        The Calculate tab for Date in the What to enter dialog
      • On the Advanced tab, you can specify:

        • What value to insert into your email message if the result returned by the macro is not empty.
        • What value to insert into your email message if the result returned by the macro is empty.
        • What regular expression the value that will be entered or selected via the macro dialog must match.

      When you’re finished, select OK.

    4. In your template, a date picker shown with a WhatToEnter macro placeholder will appear. Select Save.

      A date picker in a template

    When you insert the template with a date picker into an email message, a pop-up dialog appears. You can keep the suggested date or pick another one from the calendar.

    A pop-up dialog for selecting a date

    To change your date format preference when selecting another date from the calendar, select Format.

    The Format button in the calendar

    When you’re ready, select OK.

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