unable to forward form created in notes designer 9 to notes 9 to share with clients - lotus-notes

I have create a form in Notes Designer version 9.0 and i am unable to forward this form to any users, as i do not find Forward Button under Create Menu.
Not sure if am looking at right options to forward the form, please help.
Thank You
Venu

There are two classic approaches to publishing a form for users to fill out.
Set the Store Form in Document property on the form (see here), and add mail fields (SendTo, Subject, etc.) to it. Add a button that is only visible to you and use #MailSend code in that button to send a document to the people you want to fill out the form. Add another button that is visible to the recipients, and use #MailSend code in that button to send the document back to you, or to a mail-in database. The form will accompany the document wherever it goes. (It will be stored in a field called $Form.)
Just put the form in a database on your server, and set the ACL so that your users can create documents in that database. Send an email message to all the users containing a button with code that executes #Command([Compose]...) with the options set to point to the correct server, database, and form.
Note that both of the above techniques assume that the people you want to fill out the form have Notes clients. If that's not the case, then what you'll want to do is this:
Just put the form in a database on a server that is running the Domino http task, and set the ACL so that your users can create documents in that database. Send an email message to all the users containing a link in the form http://server/path/databasename.nsf/formname?OpenForm

Related

How to create action hotspot in UI document

I've got some nice little LotusScript that I can put into the Click event of an Action Hotspot in a rich text field when I'm sending an email manually. Is there a way to programmatically create that in the UI?
My script determines the user's home server and then opens a specific document in the replica of a training database on their home server. I could create these messages with hotspots manually and provide them to the folks who want to email them out. Of course, time being money and the task being boring, I'd rather automate it. I know that I could do this by using a stored form, but am wondering if the greater capability exists, as I can see further applications for it.
One trick I used in the past was to create a profile document in a database, and store some rich text in a field on that profile doc. Then when I needed to programmatically send an email, I could get that rich text field from the profile doc and use AppendRTItem to get it into the body of an email. That should work with any type of rich text, including hotspots.
Note: this won't work in the UI to populate a new email. It does work if you are generating the emails completely in code, though.

What structure should I use for an approval workflow?

This is a common problem that I find when programming a Lotus Notes App.
Use case: An employer fills out a request form in a Request database. A notification gets mailed to the person that may give them OK or REJECT for that request. The authority person visits the Request database and gives OK or REJECT.
Good. But, where would you save the approval status OK or REJECT:
Should the authority person have write access to the original request
and set the status directly (and may alter other data in the form)
Should the aproval action create a response doc to the original (and i cannot show in a view the current status)
Typically you are better off setting an approval status directly on the request. That may not seem initially ideal, but remember Lotus Notes isn't like a relational database where things would be more normalized.
Let's consider the alternative, putting a status in the response document. Now how do you show all the requests with their statuses? You'd probably have to write some code just to do that when with the first option you could just create a view.
You can control the access to the document using reader and writer access fields. See how the built in template does it (the approval workflow template). Essentially as the document changes state (i.e. New, Submitted for Approval, Approved or Denied, etc), you can also change the reader and writer access fields at that point.
Once, I designed a database that mailed that request to the approver with the form stored in the document. As long as the user accessed the document using a Notes client, they could click on a button in the message to approve, which would send a message back to the database with the field data to mark the request as approved. An agent in that request database was set to run when new mail arrived, read those messages and change status on the original requests. That way, the approver never had to leave their inbox and didn't even need rights to edit the request.
You could do it with URLs if the users would be approving via browser client - have the link to an agent and pass in the parameters.
Or, to go back to your scenario, once the requester has submitted the request, don't display the fields that you don't want changed, display the values as computed text instead.
Anyway you look at it, best to have the approval recorded on the original document.
For above, Everything is our concern. In SQL or any other RDMS, we are in need of normalize that. Similarly here we have view categorization, show response document in hierarchy, and a lot of great hide when functionality based on role, ACL, unique person and whatever you need. We can easily manipulate the data render depends on the current user.
For your Q:-
1. We can control the appropriate user[authority person] from editing the request form's item.
2. We can also do by the response document. There we can show the documents in view by using show the Response documents in hierarchy.

Custom Contact Form on a Drupal CCK Node

What would be the best way to construct a contact form in Drupal 6 for each node of a particular type? I have some CCK nodes of type "profile" which have email address as a field. I want to have a view for each node with a contact form that users can fill out and send with their own email address as a return address (so that further contact is being done offsite).
Basically I just want that initial email contact to be done through my site, and when the recipient replies it just goes to the address that the sender entered when they filled out the contact form.
You might be asking yourself why I don't use the personal contact form that comes baked into Drupal. The issue is that the way my institution deploys their Drupal instances to use the local Kerberos logins, the user accounts it creates in Drupal do not have email addresses. They just get a basic skeleton account with username. I don't really want to force users to go through another hoop of editing their user account info, because they most likely just won't do it.
There is nothing to do particularly with node itself, all you need for this - is form with fields (from, to, subject, message) and custom submit handler for this form.
you can implement all this in custom module using forms API to create form and write custom submit for it. And in this submit you need to send email via drupal_mail() - take a look at this, it is provides examples as well. That topic can help you with forms.
Then, if you need to place this form within a node, you can do the following:
via hook_nodeapi, on "view" operation, add form you've created before, you can check for particular node_type and use existing field values (you mentioned cck field with email) to pre-fill form. So that every time user views node, he sees this form.
as logical continue of your task, I suggest it makes sense to take a look at menu system and create local task (tab) for the node, where you'll display email form.
In general, that's all. There are of course other ways of implementing this, however I think this one is the easiest for understanding.
Regards, Slava

Approve/Reject in email generated by SharePoint

When I make a meeting in Outlook, the recipient gets a approve/reject button in the top of the email. I'd like to do a similar thing with SharePoint: when a task is created, an email is sent to the person the task is assigned to, and the email asks the recipient to either accept or reject the task. I've seen demos of people doing this with a custom ASPx page, but I'd like to make it directly in the email. How should I go about doing that?
I'm used to making workflows in Visual Studio, so I'm happy with code examples for setting up an email and/or parsing the response
Cheers
Nik
The approve/reject buttons in Outlook shows up because the email is in the iCalendar format. I dont know if this is the best way, but you can send out your own iCalendar emails using C# code and set the response email to a mail server you control. From that mail server you can process the email and use the SharePoint WebService API to approve the item in SharePoint.
I like JMD's suggestion but I don't know how you'd interact with SharePoint from the mail server.
It might be a easier to send an HTML-formatted email with two links (...) for the Accept and Reject buttons. You could use CSS to format them so that they look like real buttons.
You could then create an ASPX page (or better an IHttpHandler implementation) to perform an action based on parameters passed to it via a URL. You'd want to pass in the site, web and list details and the list item ID along with a value to indicate whether the item is approved or rejected.
Then set the URLs of your "buttons" in the email to call your handler and pass in the appropriate parameter values.
The downside to this is that the "buttons" would be part of the message body and not part of the Outlook chrome but, on the other hand, they would be usable from any email client.

How to allow Users to request access to a particular document in SharePoint?

I would like to create something in SharePoint that allows users to request access to particular documents and then for me to be able assign access for a period. Would this be possible in SharePoint? If so, how would i go about doing this? What must i use?
Thanks in advance!
Set up a SharePoint Group for those documents and then allow users to request membership to the group.
This is how I would do it:
Add a hyperlink column to the Document Library
Add a 'New Item' event handler to the DL which adds the url to the hyperlink column, and point the hyperlink to your own ASP.Net page (or even the DL itself), with details of the document required (ID et al) in the GET string. Call this hyperlink 'Request Access' or something similar.
Create a webpart which checks the GET string for the right variables, identifies the user (currently logged in user viewing the page the webpart is on) and sends you an email informing you of the request. Add this webpart to the target ASP.Net page in step 2.
When a document is added, the event handler will update the hyperlink column with the required hyperlink. When a user requires access, they will click on the properly formed hyperlink, which will take you to a page with the receiver webpart on it. The receiver webpart will get the required information from the GET string, inform you via email, and also inform the user that the request has been received.
Although I'm sure theres a better way to do this...
You can modify the "popup" menu that's shown while hovering over the document. Add a link to that menu, here's an example of how to change the hover menu:
www.articlestreet.com/computers/send-a-sharepoint-document-library-file-as-email.html

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