I've started creating a template that asks for a persons contact information on multiple pages. I've attached 2 different documents. I added all my Tabs to the first document and when I made the Tabs on the 2nd documents and wanted to connect the information view the Data Label so the person doesn't need to write the same information twice it doesn't work. If I move the tab onto the same page the original tab is on the connection appears... I move it back on the next page and it disappears again...
Does anyone know what is wrong?
Things I've tried to correct the problem:
1- copy the template, same issue
2- create a new template with different files, same issue
3- upload a template from another account that I know works, same issue
I spoke to a DocuSign support person yesterday and they were at a loss, but also at the end of their shift so they will call me back, but I thought I'd take a chance here.
Thank you for your help!
Check your Settings -> Sending Settings -> "Automatically replicate information in fields with the same data label". You want the value to be "on all documents in an envelope". Note that this affects all envelopes sent from this account and cannot be set on an individual envelope basis.
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I have a notes database and recently we are having an issue across random documents. Users gets error "The linked document cannot be found in the view" when they try to open a document from a view. I am not sure how to reproduce this issue.
I tried the below options to reproduce it, but no luck:
Attaching a document link to one of the Rich text field and deleting the link's target.
Attaching a file as a link and deleting the file in the target.
I am not seeing any pattern with the documents having the issue. The documents accessed few days ago, which was not accessed for more than 2 years also becomes corrupt like this.
Other details:
The Field info tab in Document properties dialog box is empty
There is no scheduled agent running overnight affecting this documents
No change was done to the database recently
We recently migrated to Notes 11.0 from 9.0
Since we have a daily backup of the database, we restore the document from one of the restored copy in which it was working fine.
A guess: did you try re-indexing the view? Shift-F9?
It could also be in the form, or even the view.
What if ...
you open the same document from a different view?
you remove some, many or all fields from the form, do you still see the error?
I think those documents have actually been deleted, and two things make me think that:
You say in a comment that rebuilding the view makes the documents disappear. I'd expect this only if the documents no longer exist.
I have in the past had LotusScript code doing view lookups which produced documents that I knew to be deleted, but the NotesDocument.IsDeleted property was False and the NotesDocument.Items property was Empty (i.e. no fields in the document). This is consistent with your saying the Field info tab is empty.
I'd check if any user action or code could delete documents. You say there are no scheduled agents, but maybe some user action could run code which deletes documents, or some users with the Delete privilege in the database ACL could be directly deleting documents using the Delete key on the keyboard.
Also check the database properties -> Info tab -> User Detail. This should show if there are recent deletions, but the record is probably limited to the last week or less.
I have an embedded view in a main form (same database) with a single category of a client code that is custom generated. The view displays all other documents that have that main document's client code in a hidden field.
This works perfectly, except for one user where the embedded view is blank, and the message "category not found" is displayed. This happens for all documents viewed. Anyone else that opens the exact same main documents can see the correct list in the embedded view. The documents are definitely there.
I've pressed F9 a few times, and the "category not found" keeps coming up. I've also shutdown Notes and deleted the cache file, and restarted. There have been no changes to the database for a long time, and this started for this one user a few days ago.
I have no idea whats causing this.
Check readers/authors fields in documents that should be displayed in your embedded view. May be that user just can't see them.
Before I get too stressed, I generally try this:
Remove the database from the user's workspace
Compact the workspace (2nd tab of workspace properties)
Close Notes
Delete cache.ndk
Restart Notes
If that doesn't work, I'd check that the user can see the documents in another way (i.e. if you send a doclink to the user, can the user open it (alternatively, try opening the embedded view directly through View - Goto. Don't forget to use CTRL-SHIFT at the same time if the view is hidden)? If not, the user may have lost a role, or dropped out of a group that provides access.
¿The view is "shared" and not "shared, private at first view"? In that case, you have to delete de "private version" of the view for that user
¿The embedded view is calculated, and show one view for a group of users and a second view for another group? Maybe you're searching the problem in the wrong view
¿The single category is based on a formula or on a calculated field? In that case, the formula calculates a different value for that user
I need to display account notes across all opportunities. typically a MSCRM creates a blank Notes section for each new Opportunity you create inside a account, but I need to display a running Account dialog of conversations to review in one continues notepad (means display all notes).
Can anyone tell me how I can display all notes in the opportunity form?
Is this possible without coding (or in fact, with coding!)
Thanks in advance,
SD
Well you can do this a few different ways.
1) The easiest way is to add an IFRAME and then point to the applicable Account notes container. You'd have to set the "id" attribute based on the account. Here's what your IFRAME url will look like:
/_controls/notes/notesdata.aspx?EnableInlineEdit=true&EnableInsert=true&id=%7bEF88BCAA-C3EB-E111-B142-78E7D162EE67%7d&ParentEntity=1
2) If you are only wanting to display the notes and not allow for a user to edit them (read-only), then you'll need to use fetch to query the annotations where the related id equals the account.
Just to be clear the on requirement here.
I believe you are saying: Each Account has multiple Opportunities, each Opportunity has many Notes. On the Account you want to show all the Notes for all the Opportunities.
I don't think you can achieve this with out of the box functionaility, I would suggest creating an SSRS report and iFrame'ing it in.
I work in a development/support team which has a shared Lotus Notes mailbox. We need to be able to associate an issue ID with each email. We started by adding this ID to the subject line (eg. "Something doesn't work [ID12345]"). For performance reasons, our IT dept don't allow indexing of shared mailboxes, so it takes a long time to search for a particular ID.
I decided to add a new ID field, which can be shown as a sortable column in views and folders. I put this field to the visible header (just below 'Subject') in the ($All) view and the ($Inbox) folder, and copied the ($Inbox) design to all the other folders in the database. That much was easy.
My problem is that when we reply or forward, this custom field is not carried over to the new memo, so we have to manually add it again before sending. And of course when the user responds, the field is again missing and must be manually added. I have searched the docs and the internet and haven't found any information on this. Either I have to declare this field as something which persists across replies and forwards, or I have to add a line somewhere which explicitly copies the field contents to the new memo.
fsw,
We do exactly this with our complaint system however our database is indexed although this should not be an issue to you. We created a view that is sorted by ID by extracting just the ID from the subject line, order it by ID and then by date descending. Base it on the $ALL folder view so you get both incoming and sent emails.
We then altered the memo form to include an embedded view single category of the new view that sits above the body which shows all other documents linked to the ticket.
This should avoid having to delve to far into the very complex mail template any further. One thing is to make sure you have a copy of the changes you made and a bit of doco re deploying as you can guarantee that one day your template will be completely overwritten in an upgrade and all your good work will be gone.
As the additional field would have to incorporated into all Memo forms in mail templates in your corporation and as these fields do not easily travel via SMTP, you should stick with the ID in the subject.
What you could do is to parse the subject (#Mid, #Right, ...) in the column formula in the view and only display the ID there (like you did with the additional field).
The other option I envision if having a field is required is to have an agent that processes the incoming message(reply) to have it parse out the issue ID from the subject and write it to the field. You could also do that with queryopen or postopen if running an agent is not possible
I have a custom workflow built using SP DEsigner and the SP sites is created using wss 3.0. I have a customer column and values associated with it which is checked for teh workflow to trigger. Example:
When the status = SME Review, an email shoudl trigger to the assigned to person with a message to take some action on the file. However when a user edits the properties, and if the file is already in SME REview and assigned to someone, it triggers an email before Ok is clicked.
This should not happen, becuase the file is bieng edited to change it to Content Review and will eb assigned to a new person. So the notficaition is going to the SME rather than the content reviewer. I am unable to stop this. Does anyone have any suggestions?
On which position do you edit the element or is it a document?
When you edit the listelement in Data Grid View the changes you make in a field are instantly saved when you are changing the field.
If you are using the EditForm than it would submit the changed values only by clicking the okay buton.
Please put some more details to describe your Problem.