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This is the first in a four part series on the basics on developing databases with Domino Designer 7. This first part will provide you with the information you need to know to get started developing Domino databases, from the basics of working in the Designer client to creating a functional database.
In this part
This part contains the following lessons: Topic Working in the Domino Designer Client Creating Domino Databases Creating and Modifying Forms Working with Fields Creating and Modifying Simple Views See Page 2 12 21 45 69
Lesson 1: Lesson 2: Lesson 3: Lesson 4: Lesson 5:
(C) Copyright IBM Corp. 1999, 2006. All rights reserved.
Lesson 1: Working in the Domino Designer Client Overview
In this lesson you will explore the Domino Designer client. The Domino Designer client is the work environment where database designers create and modify design elements.
At the end of this lesson you should be able to: • • Recognize the components of the Domino Designer client. Navigate within the Domino Designer client.
In this lesson…
This lesson contains the following topics: • • • • • The Domino Designer client Components of the Domino Designer client The Design pane The Work pane The Programmer’s pane
(C) Copyright IBM Corp. 1999, 2006. All rights reserved.
The Designer Client
The Domino Designer client is the design environment for creating and modifying design elements in a Notes application. The Domino Designer client can be installed separately or as part of the All Clients option in the installation process. The executable that launches the Designer Client is DESIGNER.EXE. The Designer client software is currently support on the following platforms: • • • • Windows 95/98 Windows NT Workstation 4.0 Windows 2000 Macintosh
Launching the Designer Client
The Domino Designer Client can be launched in several ways:
Method To open a specific database from the client desktop or bookmark bar From the bookmark bar in the client From the Start Menu
Action Right-click on the database icon and choose Open in Designer from the shortcut menu. Click on the icon for the Designer Client Select Start -> Programs -> Lotus Applications -> Lotus Domino Designer
(C) Copyright IBM Corp. 1999, 2006. All rights reserved.
Not all panes will be available at all times. All rights reserved. The graphic below is from the Domino 7 Designer Help. Page 4 . (C) Copyright IBM Corp. Each of the panes can be resized.Components of the Designer Client Components of the Designer The Domino Designer client is comprised of multiple panes. 2006. The content of each of the three panes will vary depending on the current context. 1999.
Page 5 .The Design Pane Definition The Design pane is on the left side of the Designer client. You click the title of the databases to expand the list of design elements. All rights reserved. It is similar to the bookmark window in the Notes client. 1999. Continued on next page (C) Copyright IBM Corp. 2006.
(C) Copyright IBM Corp. such as its name and when it was last modified. Page 6 . The display on the right shows information about the design element. All rights reserved. 1999. In the graphic below.The Design Pane. 2006. the Forms entry has been selected on the left. Continued The Design List When a design element from a database is selected. the elements of that particular type are displayed on the right of the screen. so the forms in the database display on the right.
The contents of the Work pane are context sensitive. it is displayed in the Work pane.The Work Pane Definition The Work Pane is on the right side of the Designer client. the Main Topic form has been selected in the Design list and is displayed in the Work pane. This is where the designer will actually create and modify design elements such as pages. forms and views. if you select the forms element for a database from the Design pane. All rights reserved. For instance. Page 7 . the list of forms is displayed in the Work pane. When you double-click a form. 2006. In the graphic below. (C) Copyright IBM Corp. 1999.
The Programmer’s Pane Definition The Programmer’s pane is where the designer associates programming code or formulas with objects within a design element. All rights reserved. Page 8 . if you want the field CreateDate to calculate the current date. this formula would go in the Programmer’s Pane. shows information about the design element The Script area – on the right. Two panes in one The Programmer’s Pane is comprised of two panes: • • The InfoList – on the left. 1999. where formulas are entered (C) Copyright IBM Corp. For example. 2006.
1999. Page 9 . so the contents of the Objects tab will vary depending on which design element is currently open. a field may have several scripts or formulas associated with it. 2006. Objects Tab The Objects tab lists each object available within a design element.The Programmer’s Pane InfoList Definition The InfoList is the left part of the Programmer’s pane. All rights reserved. Continued on next page (C) Copyright IBM Corp. It contains an Objects Tab and a Reference Tab. Each object can be expanded to display the different events of the object that can be programmed. For example.
and the advantages and disadvantages associated with each. All rights reserved. In this lesson you will explore each of these methods. Create a database using the design of an existing database. Page 12 . Objectives At the end of this lesson you should be able to: • • • Create a database using a Notes template. 2006.Lesson 2: Creating Domino Databases Overview Introduction When you decide to create a new database. In this lesson… This lesson contains the following topics: • • • • • Creating a Database from a Template Creating a Database an Existing Database Starting a Database from a Blank Template Components of a Domino Database Exercise 2. Create a database from scratch using the Blank template. you will review many of the available design elements that you can create within a database.1 – Creating the Time-Off Requests Database (C) Copyright IBM Corp. Additionally. you have several options available to you for the development process. 1999.
Continued on next page (C) Copyright IBM Corp. You may only need to make a few modifications to the template rather than starting the development process from scratch. This can be changed to any server where you have access to create a new database. 2006. Title The title appears on the database icon and bookmark. such as templates the Certification Log template. Files with an NTF extension Show advanced Some templates are designated as advanced. same as the title.Creating a Database from a Template Using templates Database templates are files with an NTF extension. New Database Dialog Box The following dialog box appears when you create a new database: Server The default is Local. Page 13 . Creating a database from a template can save a substantial amount of development time. There may be more available on a server than on local. Filename By default. Template List Available templates. It is limited to 32 characters. Template Server Location to look for available templates. All rights reserved. 1999.
Step 1 2 Action Open the Domino Designer client Click the icon labeled Create a new database… OR From the menu. This indicates that the newly created database will have a connection back to the template from which it was created. Page 14 . the design of the database will be modified to match the design of the template. the newly created database will automatically be opened in the Designer and a bookmark will be added to the Recent Databases folder. the property to Inherit future design changes is automatically enabled. click the button. Enter a filename or accept the default. Procedure Follow these steps to create a database from a template. Select a template from the list. Note: If you want to read more information about a template. Continued Caution: Inheriting Design Changes When a database is created from a template.Creating a Database from a Template. 1999. the database will automatically be updated to reflect the design of the template when the Design task runs on the server. This option can be disabled when the database is created or later by accessing the Database properties box. All rights reserved. By default. 3 4 5 6 7 Note: This procedure can also be completed from the Notes client. Even if the template has not changed. Design runs at 1:00 AM. Click the OK button. Enter the database title. Local or a server name. If it is performed in the Designer client. If the template and the database are located on the same server. 2006. This could result in design changes made in the database being undone by the Design task. (C) Copyright IBM Corp. choose File -> Database -> New Enter the location for the new database.
Select the option to copy the Database design only Click OK. the new database is not configured to automatically inherit design changes from the database you copied. leaving all the documents in the original database only. copying the design of another database can save time in the development process. From the shortcut menu. You can choose to copy only the design elements from an existing database. 1999. choose Database -> New Copy In the dialog box that follows enter a title for the database Enter a filename for the new database. Page 15 . Procedure Follow the steps below to create a new database using the design from an existing database: Step 1 2 3 4 5 6 Action In the Notes Client. All rights reserved. Note: When you copy the design of an existing database. (C) Copyright IBM Corp. 2006. right-click a database icon or bookmark.Creating a Database from an Existing Database Copying the design of a database Similar to creating a database from a template.
Enter a title for the database. select File -> Database > New from the menu. 1. follow these steps: Step 1 2 3 4 5 Action In the Notes client or the Designer client. For example. 6 Click OK. Select the template –Blank-. Enter the name of the server where the database will reside. so this untitled view is required. Procedure To create a database using the Blank template. The Blank template contains no design elements except an untitled view that lists only the order number of each document as it is created. using the Blank template. 2006. If this is the case than you can create a database from scratch. 3. All rights reserved. This will be the default selection. etc. (C) Copyright IBM Corp. Page 16 . The database file will be created.Creating a Database from the Blank Template Using the Blank template There are times when a template or existing database does not contain desired design elements. A database must contain at least one view in order for the database to open correctly. 1999. Enter a filename for the database or accept the default. 2.
All rights reserved. views. A form will almost always contain fields for data input. A view will commonly display some of the information that is stored in fields within the documents. the information is saved as a document. They will not all be addressed in this course. A view can also be categorized to group related documents together. such as forms. For example. They are listed in the order that they appear in the Design list. Design Elements The following list describes many of the design elements that are available to a database designer. of the larger frameset window and is independently scrollable. A frame is one section. When a user completes a form and saves it. 2006. 1999. Every database must have at least one view or folder. A database created from the Blank template will only contain one empty view and an ACL. or pane. and pages. both by the user and by formulas. Continued on next page Pages Forms Views (C) Copyright IBM Corp.NSF extension. When a user opens a saved document the form is used to display the data on the screen.Components of a Domino Database Introduction A Domino database is generally comprised of: • • • access control list – ACL design elements – design notes documents – data notes (created by users) The method you use to create your database will determine its initial contents. a database created from a template or existing database will contain several design elements. such as text and graphics. A view can be sorted to show the documents in a certain order. A view is a list of documents contained within the database. the document is generally stored separately from the form. alphabetical by author’s name. but most will have several views to display the documents in different ways. All these items are stored as one file with an . Forms are used to collect information from the user and to display information to the user. The form provides the structure for creating and displaying documents. Element Framesets Description A frameset is a collection of frames that is used to add structure to your Notes database. for example. Page 17 . A page is used to display information only.
perform actions.Components of a Domino DatabaseDatabase. 2006. or link to other design elements and URLs. allowing you to easily insert them into multiple views. A Web service is a self-contained. such as a document author field or a date field. such as moving documents to a folder. Web services are an advanced design element. Continued Design Elements (continued) Element Folders Agents Web Services Outlines Subforms Shared fields Shared columns Description Folders are containers used to store related documents. Page 18 . When you change a field on a subform. Continued on next page (C) Copyright IBM Corp. All rights reserved. In addition to creating fields directly on a form. Outlines provide a way for users to navigate an application. 1999. Subforms can contain most of the same elements as regular forms. requiring a knowledge of Java and/or LotusScript and web clients. Agents are used to complete user-activated tasks or background tasks in any part of a Domino application. that can be published to and invoked from the Web. Outlines let you maintain a single navigational structure for the database. Outlines contain entries that allow users to navigate the views and folders in your database. Subforms save redesign time because you can reuse the subform on multiple forms. A subform is a collection of form elements that are stored as a single object. Folders have many of the same design properties as views. every form that uses the subform is updated. Agents can be simple. using Java programs to run multiple tasks at scheduled times. View columns can be shared. modular application. based on XML. you can create a shared field and insert it onto multiple forms. self-describing. Shared fields are useful when you would like to reuse the same field definition in many forms. The difference between them is that views always have a selection formula that collects and displays documents automatically while a folder is populated by a user or program adding documents to it. or complex.
Instructions Perform the steps to complete the following: 1. 2006. You should see the following in the Domino Designer client. Use the name Time-Off Requests as the title and TimeOff. 3. 4.NSF as the filename for the database.1 Creating the Time-Off Requests Database Introduction In this exercise you will create a database to be used in the exercises contained in this and subsequent parts. Create a new database.Exercise 2 . 2. All rights reserved. Open the Domino Designer client. Page 20 . 1999. Results At the end of this exercise you should have a new database named Time-Off Requests.template. You may create this database on your local hard drive or on a server if you have the access rights to do so. Use the –Blank. (C) Copyright IBM Corp.
Page 21 . Objectives At the end of this lesson you should be able to: • • • • Create a new form. In this lesson… This lesson contains the following topics: • • • • • • • • What is a Form? Creating a New Form Naming and Saving Forms Form Properties Text and Text Properties Previewing the Form Creating and Formatting a Basic Table Table Properties (C) Copyright IBM Corp. you will want to add design elements to make it fully functional. All rights reserved.Lesson 3: Creating and Modifying Forms Overview Introduction Now that you have a new database. you will learn how to create and modify forms to provide the user an effective method for data entry. Add static text to a form and apply text properties. Use tables to align text. In this lesson. Access and set form properties. A database must have at least one form to allow users to enter information. One of the key design elements of any database is the form. 1999. 2006.
Notes stores the name of the form that was used to create the document. Forms are created by designers. tables and graphics to guide the user through the form and to improve its appearance Fields that accept user input or use a formula to compute data Relationship between forms and documents A form is created by the database developer. All rights reserved. the data is stored separately from the form. when a form is filled out by the user and saved.What is a form? Definition A form is the design element that controls the structure and format of documents that will be created by users. 2006. Page 22 . 1999. By default. Forms consist of the following: • • Static elements such as text. Forms collect information from the user and are also used to display or present that information to the user. the appropriate form is called to display the document data. documents are created by users. (C) Copyright IBM Corp. When the document is opened by a user. the form is used to control the layout of the document. Every time a user creates a new document.
All rights reserved. 2006. Page 23 . . 1999. From the list of design elements. select Forms.Creating a new form Procedure To create a new form complete the following steps: Step 1 2 3 Action Open the database in the Designer client. (C) Copyright IBM Corp. The new form will automatically be opened into the Work pane. Click on the button OR 4 From the menu choose Create -> Design -> Form.
Press Enter or click the check . making it easier for the designer to refer to the form in formulas. choose one of these options to save it: Saving Step 1 Action From the menu.Naming and Saving Forms Naming a form When naming a form there are rules to follow. Procedure: Once the form has been created. follow these steps to name it: Naming Step 1 2 3 4 Action Right click and choose Form Properties from the shortcut menu. it is a recommended practice to use an alias when naming forms. Procedure: Once the form has been named. which is automatically created by Notes to store the name of the form. if the name of the form needs to be changed or translated for international use. 2006. If one was not initially used. There are advantages to using a form name alias. type the name of the form. Page 24 .. the alias can remain the same so that all formulas continue to work. 1999. The alias is used by the designer to refer to the form in formulas from other design elements in the database. The alias can be an abbreviated version of the name. The name that the user sees may be quite long. (Optional) Follow the name with a vertical bar ( | ) then the alias. it can be added later. In addition. All rights reserved. The name is what the users will see on the Create menu. choose File -> Save OR Click the Save icon OR Use the keyboard combination of Ctrl + S (C) Copyright IBM Corp. allowing the user to easily recognize which form to use. Form names: • • • are case sensitive cannot exceed 264 characters show only the first 64 characters on the Create Menu Using a form name alias Though it is not required. In the Name box.-to accept the name. The alias is stored in the Form field.
1 Creating the Time-Off Request Form Introduction In this exercise you will create the main form of the database. alias and other information about the form. All rights reserved. Name the form Time-Off Request. (C) Copyright IBM Corp. Save the form. 4. Open the Time-Off Requests database in the Domino Designer client. Create a new form in the database. 5.Exercise 3. Instructions Perform the steps to complete the following: 1. 1999. these names will be referenced throughout the course. 2. The Work pane will list the Form name. Results You should see the form listed in the Designer client when you select Forms from the Design list of the Time-Off Requests database. Page 25 . Use the alias TOR. 3. This form will be used in several future exercises. Requirements & Resources Use the database and form names specified. 2006.
fields.Form Properties Introduction Form properties control many aspects of the form in the database. All rights reserved. while other properties will require documents to be updated manually or with an agent. views. you can select the design element properties you want to view by using the drop-down list at the top. Agents are discussed later. When a property is set or changed. you do not need to close the Properties Box for the change to take effect. Note: When the properties box is open. complete the step for your preferred method. actions and other design elements. 1999. 2006. Some form properties will have an immediate effect on all documents in the database that were created with that form. (C) Copyright IBM Corp. but also for text. Dynamic Changes The Properties box is dynamic. Method Mouse Icon Menu Keyboard Step Right click anywhere on the form and choose Form Properties from the pop-up menu. Page 26 . not just for form properties. Procedure To access form properties while the form is open in the Designer client. Click the Display Infobox icon Choose Design -> Form Properties Hit Alt-Enter.
Some of the form properties are used more frequently than others. 2006.Commonly Used Form Properties Introduction The Form properties box is divided into seven tabs. Additional properties will be covered in later in the course. 1999. The number of tabs in a Properties box will vary among the design elements. All rights reserved. Here we will look at some of the more common form properties on the first 5 tabs and what impact they have on the behavior of the form. The function of each of the tabs is represented by an icon on the tab itself. Whether a property is activated will depend on the purpose and required functionality of the form. Page 27 . (C) Copyright IBM Corp. but also has a name that is visible when the mouse is held over it.
All rights reserved.The Form Info Tab Form Info The first tab in the Form Properties box contains commonly used settings that affect the way the form behaves in the database. Theses two settings determine where the form name will be listed. The choices are Document. Page 28 . if one is used. Response and Response to Response. Property Name Comment Type Display Function The name of the form and the alias. Continued on next page (C) Copyright IBM Corp. Every database must have at least one Document type form. 2006. This is strictly a text field and does not have an impact on the form. The comments will be displayed in the Designer client in the view of forms. 1999.
The Form Info Tab. Sign documents This setting forces creation of a $Signature field that use this form containing the encrypted signature of the user id that creates a document using this form. If this field is not selected. Store form in If selected. Continued on next page (C) Copyright IBM Corp. This will cause the database to increase greatly in size. This field will keep track of the users who edit the form. Notes creates a $Anonymous field instead and sets its value to “ “. including the creator. If this field is selected. Continued Form Info (continued) Versioning By default when a document is edited only the most recent version of the document is saved in the database. the cursor will appear in the first editable field on the form. Default database If selected. 1999. If selected the computed fields will recalculate as the user tabs through the form. Versioning allows all instances of a document to remain in the database. so the results of Computed field formulas will be seen immediately. Page 29 . the Computed fields will not recalculate until the form is saved or manually refreshed. when a user is creating a new document. All rights reserved. No initial focus By default. 2006. Anonymous form If this field is not enabled. Enabling this setting will prevent the cursor from appearing. Notes automatically includes a field on every form called $UpdatedBy. every time the form is used to create and save document a document. Automatically This field is used to determine when Computed fields refresh fields recalculate. the form will be used to open any document form for which the proper form cannot be located in the database. the form and the document will be saved as one item.
All rights reserved. Storing the name in memory allows the field name to appear in places such as the "Add Action" dialog box. The options are to: • Create conflicts • Merge conflicts • Create no conflicts Refer to the Replication topic in the Domino Administrator Help database for additional information. Autosave must also be enabled by the user in the Notes client in the User Preferences. field names are saved to a table and stored in memory. Domino ignores embedded navigators and folders and any embedded views that don't have "Render pass through HTML in Notes" selected. Allow Autosave This allows a document created with this form to be automatically saved every X number of minutes. Continued Form Info (continued) Render pass through HTML in Notes When you check "Render pass through HTML in Notes. If you do not check this setting. form.The Form Info Tab. Do not add field Check this setting to prevent new field names on this names to index form from being saved in the field index. 2006. (C) Copyright IBM Corp. or subform directly to the browser. 1999. Page 30 ." Domino passes all data on the page. Conflict handling This setting determines how conflict documents will be handled by Domino.
1999.The Defaults Tab Defaults Tab These settings will affect the default behavior of the documents that are created with this form. Continued on next page (C) Copyright IBM Corp. Property On Create Function These two choices will determine if the document inherits any information from the document that was open or selected at the time of creation. Page 31 . The primary example of this is enabling a response document to inherit information from a parent document. All rights reserved. 2006.
These options are used when you have a data connection to another application. it generates HTML information about hidden fields on a form. 1999. Selecting this property will cause the following dialog box to appear when the document is closed: On Web Access When you select the "Treat document contents as HTML" property. such as a DB2 database. This allows document behavior in a Web application to more closely match document behavior in a Notes application. Data source options (C) Copyright IBM Corp. you can then choose either Parent or Doclink. All rights reserved. The link options allow you to select the colors for the different stages of the link that displays from browser. Page 32 .The Defaults Tab. Edit mode will only be enabled if the user opening the document has the access required to edit the document. When “Generate HTML for all fields” is checked. 2006. Continued Defaults Tab (continued) On Open On Close These two choices determine how the document will behave when opened. Domino passes all data on the page or form directly to the browser. Once Show context pane is selected.
Page 33 . 1999. it will launch the form or document into the specified frameset and frame. The selection is not launched when the form is first used to create a document.The Launch Tab Launch Properties The third tab lists the properties that control the behavior of forms and documents when they are opened. All rights reserved. (C) Copyright IBM Corp. 2006. but only after the document has been saved in the database and is subsequently opened by a user. Property Auto Launch Auto Frame Function This setting determines what will be automatically launched when a document created with this form is opened. If set. This property affects both the form and the documents that are created using the form.
Additional options for controlling background display. 2006. This does not change the property on the form itself.The Form Background Tab Form Background This tab lists the properties that affect the background of the form. All rights reserved. but only on the document that the user modified. Allows the designer to specify a graphic file or image resource to be used as the background for the form. (C) Copyright IBM Corp. The selection to “Allow users to change these properties” allows the user to make changes to the background of a document to which that user has editor access. 1999. Page 34 . Property Color Graphic or Resource Options Function Use this property to select a solid background color for the form.
Properties to control the border under the header. Page 35 . 2006. An example of this is the Memo form in the mail template. (C) Copyright IBM Corp. the addressee area is in a header and does not scroll off the screen regardless of how long the memo is. All rights reserved. Properties to control the size of the header. Property Add header to form Size Border Function This property must be selected to create the header area on the form.The Header Tab Header Properties The Header tab allows the designer to designate an area at the top of the form that will not scroll off the screen when the user scrolls to the bottom of the form. 1999.
the comments will be displayed. Results The Work pane will now show a star next to the form name to indicate that it is the default form for the database.1 in the Domino Designer client.2 Setting Properties on the Time Off Request Form Introduction In this exercise you will set form properties on the Time-Off Request form. Additionally. 3. Instructions Complete the following steps: 1. Page 36 .Exercise 3. 1999. 2. (C) Copyright IBM Corp. • Select a light background color for the form. Save and close the form. • Set the property to Automatically refresh fields. Set the following form properties: • Add a brief comment to describe the purpose of the form. All rights reserved. Open the Time Off Request Form that you created in Exercise 3. 2006. • Select the property to make the form the default form for the database.
you will want to label the fields in a way that the user will know what data to enter. the Properties Box is dynamic. As with all design elements in Domino the static text that is placed on the form by the designer can be formatted with a variety of properties. Page 37 . For example. placing text and navigating are very similar to a word processing document. There is no need to close the box as you move from text entry to text entry to set properties. You will place text on the form to guide the user in the process of completing the form. All rights reserved. Text Properties Box The text properties box has 6 tabs. Most can also be accessed through SmartIcons or the Text menu commands. Dynamic changes As mentioned earlier. Select the text and click the Properties Icon Select the text and choose Edit -> Properties (C) Copyright IBM Corp.Text and Text Properties Text basics When the form is displayed in the work pane. Accessing Text Properties To access properties for text complete one of the following: Method Mouse Icon Menu Step Right-click on the selected text and choose Text Properties from the short cut menu. 2006. All available properties can be accessed from the Properties box. The static text can be a few characters or several paragraphs. 1999. Your changes will be displayed immediately. It is much more efficient to keep it open.
When you are done with the preview. You can preview it in the Notes client or one of the browser options. 2006. you will receive the following message: (C) Copyright IBM Corp.Previewing the Form Introduction Previewing a form is a quick way of looking at the form as it will appear to the user. You will be left in the Notes client rather than being returned to the Designer client. Page 38 . Procedure To preview the form complete the following steps: Step 1 2 Action Save the form. All rights reserved. You will need to click on the Designer client from the Task Bar or user Alt-Tab to switch programs. choose Design -> Preview in Notes or Preview in Web Browser. From the menu. 1999. OR Select the appropriate icon from the right side of the menu bar: Icon Notes Client Notes browser Internet Explorer Previews in Note: If you have not saved the form before you choose one of the preview options. you should close the preview window.
Page 39 . particularly when viewed in a browser. 2006. From the Create Table box select the option for a basic table. Procedure To create a basic table. From the menu select Create -> Table. This can easily be changed once the table is created. when a user places information into a field that has been positioned on the form by tabs. Select the number of rows and columns. 3 4 5 Note: Basic is the default type of table.Creating and Formatting a Basic Table Introduction A great way to align text on a form. A table is always a better way than tabs to achieve columns on the form. All rights reserved. OR Click the Insert Table icon . the fields may shift unexpectedly due to the amount of information entered by the user. complete the following steps: Step 1 2 Action Position the cursor on the form where the table should appear. particularly for multiple columns. 1999. is the use of a table. Click OK. This shift will not occur when the text and fields are positioned using a table. (C) Copyright IBM Corp. If tabs are used.
Table Properties Introduction The properties you will adjust will depend on the effect you are trying to achieve with the table. Continued on next page (C) Copyright IBM Corp. Table Layout The Table Layout tab allows you to control the size and spacing of the cells of the table and the table’s position on the screen. Page 40 . All rights reserved. The style and color apply to all cells. To access table properties the cursor must be located in a cell of the table or several cells can be selected. Not all table properties will apply to all types of tables. 2006. 1999. The properties marked with an * apply to the entire table regardless of the cells selected. Cell Borders The Cell Borders tab allows you to control the lines around the individual cells of the table.
multiple cells must be selected. Page 41 . 2006.Table Properties. It does not affect individual cells. Table Borders The Table Borders tab allows you to set a border or outline around the outside of the table. Continued Table/Cell Background The Table/Cell Background Tab allows you to set colors and images for the background of the individual cells. 1999. If you want the same color on multiple cells. only the table as a whole. Continued on next page (C) Copyright IBM Corp. All rights reserved.
Continued Table Margins The Table Margins Tab allows you to control placement of the table on the form using the margins and how text should wrap inside and outside the table.Table Properties. 2006. 1999. (C) Copyright IBM Corp. Row and Programming The last two tabs of the table properties affect the specialized table formats. Page 42 . All rights reserved. These table formats and their properties will be covered in Part 2 – Adding Functionality to Forms.
1999. Under the title.3 Adding text and a table to the Time Off Request Form Introduction In this exercise you will add text and a table to the Time-Off Request form. Save the form. Page 43 .set Table properties for the following: • Add a background color to the table using either a solid or gradient • Add a border around the outside of the table 7. Open the Time-Off Request form in the Designer client. 2006. 8. 5. Format the title with a larger font. Preview the form in the Notes client and from a web browser. Add a title to the form. 3. the dotted lines remain so you can easily see where the table is locate.Exercise 3. All rights reserved. Adding text for the following: • The type of leave being requested • The start date of the time off • The end date of the time off • Comments from the requestor • Status of the request • Comments from the manager 6. Optional . Continued on next page (C) Copyright IBM Corp. 2. insert a basic table with 2 rows and 2 columns. Add text to the table and format it such that it resembles the following: Adding text and a table Note: The cell borders of this table have been removed. 4. such as Time-Off Request. Instructions: Complete the following steps: 1.
created from the menu option Create -> Horizontal rule. Page 44 .Exercise 3. 2006.3. Continued Adding text and a table to the Time Off Request Form Results After completing this exercise your form should resemble the following: Note: The line under the title in this example is a horizontal rule. Your form may look different from this example. 1999. (C) Copyright IBM Corp. You may use the text placement and properties of your own choosing. All rights reserved.
Create choice fields that limit user input. 2006. Convert an existing field into a shared field. the form can then be saved as a document. Once information is added to the fields. Page 45 . Without fields. In this lesson you will add several types of fields to your Time-Off Request form. In this lesson… This lesson contains the following topics: • • • • • • • • • • • • • What is a Field? Fieldnames Creating a Field Field data types and basic properties Text and Rich Text Fields Number Fields Date/Time Fields Choice Fields Readers. 1999. forms could only display information. Authors and Names Fields Password and Formula Fields Shared Fields Creating and Inserting Shared Field Changing the Properties of a Shared Field (C) Copyright IBM Corp. Objectives At the end of this lesson you will be able to: • • • • Recognize and define available field properties for the field data types. Create new fields and set field properties. All rights reserved.Lesson 4: Working with Fields Overview Introduction A field is a named area on a form that allows information to be added to the form.
a blank space marked off by brackets. Without fields. 2006. or Number. fields use Notes Style. Examples By default. 1999. Examples Notes Style . the field appears on the document as a fixed-size outlined box. They appear with a box around them and an icon to represent the field data type. Page 46 . such as brackets or text boxes. All rights reserved. Authors. such as Text. Names. Appearance to the user When a user is entering information on a form the fields can appear in several different ways to the user.Brackets: Native OS Style – Box Outline: (C) Copyright IBM Corp. Readers.What is a Field? Definition A field is a named area on a form that accepts information from the user or that calculates information based on a formula. forms would only be able to display information. they look different than when the user sees them. The following is an example of the Notes Style: If you choose the field property Native OS style for an editable field. not capture it. The following is an example of the Native OS Style: Appearance to the designer When a designer is creating fields and placing them on the form.
Giving a field a confusing or misleading name can cause problems for the designer in the future. 1999. you add mail fields with reserved names such as SendTo and CopyTo to a form. there are also naming fields recommendations or conventions that apply. Rules for naming fields There are several rules that apply when naming fields. Example: DepartmentName Reserved field names Designer recognizes certain field names that you can use to automatically add functionality that you would otherwise have to program yourself.Fieldnames Introduction The names that are selected for the fields on a form should be considered very carefully. For additional information on reserved fields see Domino Designer 7 Help. All rights reserved. Fieldnames are frequently used in wide variety of formulas throughout the database. Predefined fields with built-in functionality. 2006. to design a form with mailing options. Page 47 . Designer recognizes the fields and provides the interaction with the mail router that routes and delivers the mailed document. It is common to use initial capital letters for each word in the name. A fieldname: • • • • • Cannot contain spaces Must begin with a letter or the dollar sign ($) or an underscore ( _ ) Can contain numbers Must be unique on the form Is not case sensitive Conventions for In addition to the rules for fieldnames that must be followed. (C) Copyright IBM Corp. • • The fieldname should be descriptive but brief. Search view. For example.
From the menu choose Create -> Field OR Click the Create Field icon Enter a fieldname in the Field Properties box. Set field properties as required. it will use the name Untitled. All rights reserved. 1999. Until the designer enters a name for the field. Page 48 . 2006. 4 5 This dialog box will appear automatically when a field is created.Creating a Field Procedure To create a new field complete the following steps: Step 1 2 3 Action Open a form in design mode Position the cursor at the desired location for the field. (C) Copyright IBM Corp.
the types of formulas that it can use. Continued on next page (C) Copyright IBM Corp. 1999. which is surrounded by a border. All rights reserved. Page 49 . regardless of type.Field Data Types and Basic Properties Introduction Once the field is created the designer decides what type of data it should accept. 2006. Basic Properties Each field. The data type of the field will determine which specialized properties are available. Data Types There are 17 available data types for fields. has certain properties. and the available properties. When viewed in the Designer client. The type of data that the field accepts will control the way the field behaves. the field type is represented by an icon next to the field name.
2006. 1999. bullets and spacing. For example. Specify HTML tags. a text field will have few control options. Field help. Alignment. Click once on the field then select the Properties icon Click once on the field then choose Design -> Field Properties. Tab Tab Name Field Info Control Properties Fieldname. The properties that are specific to the different data types are discussed on following pages. The options available on this tab will vary greatly depending on the data type of the field. Advanced Font Alignment Hide When Field HTML Procedure The field properties box will automatically open when a field is created. Icon Menu Editable vs. multi-value separators and security options. style and attributes. All rights reserved. (C) Copyright IBM Corp. OR Double click on the field name. To access the properties for an existing field complete one of the steps below: Method Mouse Steps Right-click on the field name and select Field Properties from the shortcut menu. data type. Option to hide fields under specified conditions. a formula or populates a computed field. style. Formatting of data. Page 50 .Field Data Types and Basic Properties. but a number or date field will have many. The user enters information into an editable field. Font size. computed Each field can be editable or computed. Continued Basic Properties The table below describes the tabs of the Field Properties box that are available for all fields.
For example. The contents of a text field cannot be formatted by the user. 1999. A text field can accept input of any character from the keyboard. The elements listed in the drop-down menu are the only elements the user is allowed to insert into the rich text lite field. There is no setting to control the amount of information that a user can enter into the rich text field. if needed for use in a number or date formula. 2006. numbers and symbols. but the field cannot be used in mathematical formulas. the font size and color chosen by the designer cannot be altered by the user in a text field. such as attachments or graphics. The maximum size allowed is 1 GB. • A rich text field cannot be combined with other data types in a formula. including letters. Limitations: • The contents of a rich text field cannot be pulled into a view. The data in a text field can be converted to a number or date. A text field can accept numbers as input. The user will see a helper icon and down arrow next to the field. You might use a text field to hold phone numbers but you would not want to use a text field for price information. All rights reserved. (C) Copyright IBM Corp. Rich text fields A Rich Text field can accept any information that a Text field can plus the following: • • • • • Formatting Graphics Tables Attachments Sections A rich text field should be used when the elements listed above are required. Clicking the icon gives the user a fast way to add an object into the rich text lite field. Rich text lite fields Rich text lite fields are rich text fields that allow the Designer to specify which type of objects can be allowed in the filed.Text and Rich Text Fields Text fields When a field is created on a form the default data type is text. Page 51 . The maximum size of a text field is 15 KB.
If the user enters text into a number field. The preferences can be determined by the user’s OS settings or can be customized by the designer in the Field Properties. (C) Copyright IBM Corp. 2006. All rights reserved. he will be allowed to type the information in the field. Page 52 .Number Fields Number A number data type should be used for all fields that might be used in mathematical formulas. but when the document is saved or refreshed the following error message will be displayed: Number Formats Many choices are available for formatting a number field. 1999.
There are 3 text entries that are acceptable in a Date/Time field: • Today • Tomorrow • Yesterday (C) Copyright IBM Corp. If Notes cannot interpret the data as a date or time. Page 53 . 2006. 1999.Date/Time Fields Date/Time As with the Number field. the designer can format the field to use the user settings or customize the field. You set the property on the Field Info tab. the error message “Unable to Interpret Time or Date” will be displayed. allowing users to select from a pop-up. Date Entries and Errors When a user enters data into a Date/Time field Notes will attempt to interpret the data as a date or time. Calendar/Time Control Date/Time fields can use a Calendar/Time control for data entry. All rights reserved.
file attachments and graphics. Select the property to allow the user to select the date from a calendar pop-up. StartDate The end date of the leave request EndDate Comments of the requestor Comments of the manager RComments MComments Results At the end of this exercise the Time Off Release form should contain 6 fields. This field should accept dates only.Exercise 4.1 Adding Basic Fields to the Time Off Request Form Introduction In this exercise you will add several fields to the Time Off Request form. 1999. Format the date as you desire. All rights reserved. Suggestions Use the field names listed in the table. This field should accept text. When previewing the form in the Notes client. This field should accept dates only. Select the property to allow the user to select the date from a calendar pop-up. Instructions Add the following fields to the Time Off Request form: Field description Name of department manager The date the document was created The start date of the leave request Field Name ManagerName CreationDate Requirements This field should accept plain text. because they are referenced by these names in future exercises. (C) Copyright IBM Corp. This field should accept text. file attachments and graphics. you should be able to enter the appropriate data type into each of the fields. 2006. Page 54 . This field should accept dates only.
The default method for creating this list is to enter the choices in this text box. Page 55 . Options will vary according to the type of list selected. 1999. The interface options for a choice field include: • • • Dialog List Radio Buttons Checkboxes Choice Field Properties The Control tab of the properties box provides options for the choice fields. Continued on next page (C) Copyright IBM Corp. This is the list of choices that will be available to the user. Display Choices Options Controls the appearance of the field to the user. All rights reserved. You cannot use commas when typing the choices in this list. The options will vary according to the type of list selected. Controls interaction between the field and the form.Choice Fields Introduction The purpose of a choice field type is to present a list of choices for the user to select from. 2006.
the update will not occur until the document is saved or refreshed. If this option is not enabled. Continued on next page (C) Copyright IBM Corp. All rights reserved.Choice Fields. the Location document in your Personal Address Book uses this setting to change the fields available on the Basics tab according to the Location type selected. Refresh choices on This field property refreshes the list of choices when a document refresh user refreshes the document by choosing View – Refresh or by pressing the F9 key. Page 56 . Continued Refresh Options All the choice fields have options to control the way the field behaves as the user makes a selection from the choices in the list. 2006. The two options that control this are described below: Option Refresh fields on keyword change Function This field property refreshes all the fields on a form after a user selects a value in a choice field that has the property enabled. For example. This is valuable when the other parts of the form are dependent on the selection made in the list field. 1999.
Continued Dialog list The Dialog List is the most flexible of the list field options. users will also be able to type directly into the field without activating the dialog list box. Continued on next page (C) Copyright IBM Corp. A Dialog List field will display to the user with an entry helper button. All rights reserved. 2006.Choice Fields. The choices will appear in a dialog box. 1999. It allows the user to select from a list of choices presented in a dialog box. The area labeled New Keyword is available only if the designer has enabled the option Allow values not in list on the field Control property tab. Page 57 . If Allow values not in list is enabled. The designer can enable the field to accept multiple selections and new entries from the user. The user can access the choices by clicking on the arrow button or by pressing Enter.
Multiple boxes can always be selected. One column. 2006. New words cannot be added to the list. single border: Two columns.Choice Fields. Continued Checkboxes Checkboxes display the list of choices as a series of boxes to be selected by the user. but new words cannot be added to the list. no border: Radio buttons Radio Buttons are similar to checkboxes in the formatting and layout choices. inset border: (C) Copyright IBM Corp. Radio buttons allow the user to make only one selection. inset border: Two columns. Page 58 . The boxes can be formatted with a variety of display options. All rights reserved. Four columns. and once a radio button is selected from the list of choices. the user cannot deselect all the buttons again. 1999. however.
All rights reserved. 2006. Use the field names listed in the table. For each of the fields. because they are referenced by these names in future exercises. type of leave and status. Field description Department that the author is in Field Name Department Requirements Use a Dialog List to present these choices: • Sales • Training • Support • Human Resources Use a Dialog List to present these choices: • Annual • Parental • Sick • Extended • Floating Holiday • Unpaid • Other Use Radio Buttons to present these choices: • Pending • Approved • Denied Type of leave requested LeaveType Status of the request RequestStatus Continued on next page (C) Copyright IBM Corp. 1999. Suggestion Use the field names listed in the table.2 Adding Choice Fields to the Time Off Request Form Introduction In this exercise you will create new choice fields for the department. Instructions Add fields according to the requirements listed in the table below.Exercise 4. The static text for the field description was added in a previous exercise. use the Choices setting of Enter choices (one per line). Page 59 .
Page 60 . 2. Preview the form in a Notes client. 1999. Results At the end of this exercise you should have a form that resembles the following in the Designer client: (C) Copyright IBM Corp.2. 2006. Test entering data in the choice fields.Exercise 4. continued Adding Choice Fields to the Time Off Request Form Instructions 1. Note: You do not need to save any documents at this time. All rights reserved.
They are Readers. Unlike the Names field. Page 61 . Field Names Function This field displays names in an abbreviated format. User One/Sales/USA. In a Names field the result will be in the abbreviated format. his name must be stored in an Authors data type field. It uses the abbreviated format. All rights reserved. Readers (C) Copyright IBM Corp. In a Text field the result will be in the canonical format. Readers fields will be discussed in detail later in this course. Example: The formula @UserName will populate the field with the name of the active ID file. If a form uses a Readers field. This field allows you to select names from one of three locations: Authors This field displays the user’s name from the active ID file. Authors and Names Fields Description and Properties There are 3 field types that are used to provide functionality associated with user names.Readers. an Authors field does not require a formula to display the name. Readers and Authors fields also provide security functionality. This field further restricts the users that are allowed to read a document. 1999. In order for a user with Author access to edit his own saved documents. only those people and groups listed in the Readers field (combined with those in the Authors field) will be able to view the document. CN=User One/OU=Sales/O=USA. Authors and Names. 2006. The Authors field works in conjunction with Author access in the ACL to give ownership of a document.
If needed. Name the field RequestedBy Save and test the form. Add an Authors field to store the name of the name of the requestor.Exercise 4. At this point the field can still be edited. Requirements & Resources This new field will be added to the Time Off Request form in the Time Off Requests database. Results When you test the form in the Notes client. 1999. your user name should automatically populate the RequestedBy field. refer to the Domino Designer 7 Help database for assistance. Page 62 . Instructions Perform the steps to complete the following: 1. 3. All rights reserved.3 Add an Authors Field to the Time Off Request Form Introduction In this exercise you will add a field to store the name of the person who creates the Time Off Request. (C) Copyright IBM Corp. 2006. 2.
such as the field to store the author’s name and the field to display the creation date of the document.Shared Fields Introduction The fields that you have created thus far are single-use fields. All rights reserved. they allow the user to enter information on the form. What’s shared? A Shared field shares the field definition only. Shared Field Single-Use Field (C) Copyright IBM Corp. Shared fields serve the same purpose as singleuse fields. 1999. The field definition that is shared includes the following properties: • • • Data type Editable or computed property Field formulas What’s not shared? Not all properties are shared. shared fields enable the designer to reuse the design of a field without recreating it on each form. Page 63 . size and color Paragraph styles such as spacing and alignment Hide-when options Shared field appearance If a field is shared. that is. Unlike single use fields. These properties that are not shared include the following: • • • Font styles. it will have a thicker border around it in the Designer client. A designer might create a shared field for those types of fields that are used on most forms. They are created for use on each form. 2006.
Position your cursor in the desired location for the field. Click OK. All rights reserved. (C) Copyright IBM Corp. 2 3 4 5 Click on the button for a New Shared Field Name the field and set desired field properties as you would with any field. Save and close the Shared Field window. 1999. Procedure: Convert an existing field To convert an existing single-use field into a shared field. complete the following steps: Step 1 2 3 Action Open the form containing the single-use field. From the menu choose Design -> Share this field. Procedure: Inserting a shared field Once you have created a shared field defined. you can insert it into any form in the database following the steps below. Select Create -> Resource -> Insert shared field. The field will be listed as a shared field. 2006. select the name of the shared field. Page 64 . From the dialog box.Creating a Shared Field Procedure: Creating a new shared field To create a new shared field complete the following steps: Step Action 1 In the Design Pane. select Resources -> Shared Fields. Step 1 2 3 4 5 Action Open the form where you wish to use the shared field. Click once on the field to be converted.
Changing the Properties of a Shared Field
To change the properties of a shared field do one of the following: From… the form the design pane Action double-click the field select the field name and press enter OR double-click the field name
When you access the properties of a shared field, the work pane for the shared field is automatically opened and maximized on the screen.
Continued on next page
(C) Copyright IBM Corp. 1999, 2006. All rights reserved.
Changing the Properties of a Shared Field, Continued
The properties box for a shared field has fewer tabs than the properties box for a single-use field. The following tabs are not included: • • • Font Paragraph Alignment Paragraph Hide-When
These tabs are not included because they are not shared.
Changing nonshared properties
To change the non-shared properties, such as font style and color, you must access them from the text properties box. Complete the following steps: Step 1 2 3 Action Open the form with the shared field. Right click on the shared field. Select Text properties from the shortcut menu.
(C) Copyright IBM Corp. 1999, 2006. All rights reserved.
Exercise 4.4 Converting an Existing Field to a Shared Field
In a future exercise you will create an additional form. The new form will require a field to store the creation date of the document. In this exercise you will convert the existing CreationDate field into a shared field.
Requirements & Resources
This exercise will be done in the Time Off Requests database using the Time Off Request form. If needed, refer to the Domino Designer 7 Help database for assistance.
Perform the steps to complete the following: 1. Convert the CreationDate field into a shared field. 2. Save and close the form.
To ensure that the CreationDate field is now a shared field check in the Design pane under Shared code -> Fields. The CreationDate field should be listed as a shared field.
(C) Copyright IBM Corp. 1999, 2006. All rights reserved.
(C) Copyright IBM Corp. The documents are sorted in the in order in which they were created.5 Creating Documents Introduction To test all current form functionality and in preparation for the next lesson. Enter appropriate information into each of the fields. Each document will be represented with a sequence number. The saved documents will allow you to test the views that are created in future exercises. Page 68 . Select different choices for the type of leave and departments. Save each document. Requirements & Resources This exercise can be completed in the Notes client or in the Designer client. 3. you will create a few documents. 2006.Exercise 4. 1999. Results To ensure that the documents have been saved correctly. Instructions Perform the steps to complete the following: 1. Creating Simple Views. open the database from the Notes client and select the untitled view. 2. 4. Create at least 6 documents using the menu option Create -> Time Off Request. All rights reserved.
Format view columns using column properties. The view will display information stored in each of the saved documents. Objectives At the end of this lesson you will be able to: • • • • • Create a new view not using an existing view.Lesson 5: Creating Simple Views Overview Introduction In this lesson you will create a simple view to display the saved documents in the Time-Off Request database. In this lesson… This lesson contains the following topics: • • • • • • • View Basics Creating a New View Adding View Columns Displaying Data using Simple Functions Displaying Data Using Field Contents Creating a Shared Column Formatting View Columns (C) Copyright IBM Corp. All rights reserved. Page 69 . In Part 3 – Views and Navigation. Display column data using field contents. Display column data using simple functions. 2006. Add view columns. 1999. you will create additional views with advanced features and properties.
Views provide the users with multiple ways to see the documents that are stored in a database. 2006. Page 70 . 1999. Selecting a view By default the available views in a database are displayed to the user in the navigation pane on the left side of the screen. Continued on next page (C) Copyright IBM Corp.View Basics Review A view is a list of documents contained within a database that can be sorted to show the documents in a certain order. but most will have several views to display the documents in different ways. Domino does not limit the number of views that can be created in a database. The designer may add an outline or a navigator to display the views in a different way. How many views? Each database must have at least one view. A view can also be categorized to group related documents together. All rights reserved.
Private A private view is available only to the user who creates it. Shared views are stored in the database NSF. Continued View Structure A view is composed of rows and columns.View Basics. 1999. All rights reserved.dsk. Private views are not supported on the Web. contains documents This type of shared view is useful if all documents are filed in not in any folder folders. desktop private on This type will store shared-to-private views in the user's first use desktop.dsk file rather than in the database. it is stored in the database. private on first use This type of view begins as a shared view and becomes a private view as soon as a user accesses and saves the view. You can recover deleted documents by dragging them out of the trash to the folder where you want them. private views are stored in the user's desktop. contains deleted This type of shared view allows you to view a list of documents documents in the database which have been deleted. This view type is detailed in Lesson 16. They are a good way to distribute personal views to multiple users. if not. The columns are used to define the information that should be displayed from each document. Each row represents a document. Column data can be displayed using: • Simple functions • Field contents • Formula results View Types There are several view types. Page 71 . The following table lists and describes view types: Description Shared Shared views are available to users with at least Reader access to the database. Shared. The columns will generally have a heading to label the information contained in that column. Shared. View Type (C) Copyright IBM Corp. If a user has rights to create private folders/views in the ACL. so you can easily find the documents that are not filed. Shared. 2006. Shared.
(C) Copyright IBM Corp. Click on the button to create a new view Enter a name for the view and select the view type. Page 72 . Click Save and Customize to create the view and have it open into the Designer client. 1999. select Views from the design pane.Creating a New View Procedure To create a new view in a database for all users. complete the following steps: Step 1 2 3 Action In the Designer client. All rights reserved. 4 Note: View types and selection conditions will be discussed later. 2006.
All rights reserved.Adding View Columns Starting with a new view Once a new view is created it will have: • • one column at the left of the view set to use the simple function “# in View” and the heading #. in the upper-left of the view to refresh the view as Columns When a column is selected in a view. 2006. complete the following steps: Step 1 2 Action Select an existing column by clicking once on its header. From the menu. When you add a column to the view you can insert it to the left of the selected column or append it to the right of the selected column. Enter a title for the new column. 3 4 (C) Copyright IBM Corp. Double-click on the header of the new column to open the Column Properties Box. Procedure To add columns to a view. Page 73 . The first column Rather than adding a new column as the first column. you can double-click on the existing first column that is created with the view and modify it as needed. 1999. it has a darker gray background than the rest of the columns. the Refresh icon changes are made. select Create -> Insert New Column or Create -> Append New Column. Below the Department column is selected.
For example. as in User One/Research/Germany. as in User One. (C) Copyright IBM Corp. complete the following steps: Step 1 2 3 Action Open the view in the Designer client. The data type is a number. Displays document author name in hierarchical format.1. 2006. Simple functions include the following: Simple Function Attachments Author(s) Distinguished Names Author(s) Simple Name Creation Date Last Modified # in View (default for the 1st column when the view is created) Description Displays the number of files attached to each document. Page 74 . These simple functions are built-in and let you add programming without knowing a programming language. Displays the date when a document was last saved. All rights reserved. Check the Programmer’s Pane to ensure the appropriate column is selected and click the radio button for Simple Function. 1999. Displays a number for each document indicating its order in the view. Displays the time/date a document was created. 4 Click the Refresh icon to display the data in the view. Click once on the column to select it. the first response to the first main is 1. Displays the document author name without its fully distinguished format. Responses are numbered in outline style.Displaying Data Using Simple Functions What are Simple Functions? In a view there are several simple functions that can be selected to display information in a column. Procedure To display data using a simple function.
(C) Copyright IBM Corp. Click once on the column to select it. 2006. To display field contents. 4 Click the Refresh icon to display the data in the view. Check the Programmer’s Pane to ensure the appropriate column is selected and click the radio button for Field. complete the following steps: Step 1 2 3 Action Open the view in the Designer client. Page 75 . All rights reserved. 1999.Displaying Data Using Field Contents Procedure The next choice for displaying information in a view column is using the contents of the fields in the documents.
1999. style. (C) Copyright IBM Corp. color and size • time/date format • number format • heading font size. Page 76 .Formatting View Columns Introduction Once the column is set to display data. style. 3 Make the desired adjustments. The column properties box allows you to control: • column width • column title • column font size. Select the desired tab in the column properties box. color and size Procedure To set properties for the column heading and data. you may want to format the column’s appearance. Column properties will be reflected immediately. 2006. complete the following steps: Step 1 2 Action Double-click on the column heading. All rights reserved. Note: There is generally no need to click the Refresh icon.
2006. Using the drop-down arrow. shared columns offer a way to save time and maintain consistency when developing views. This name is how you will identify the shared column in the design mode. 6 7 Set the desired properties for the shared column. Enter a name for the column in the Shared Column property box. such as the document author or the creation date. in the Programmer’s pane. Creating a new shared column Complete the following steps to create a shared column: Step 1 2 3 Action In the Domino Designer client.Using Shared Columns Why use a shared column? Like other shared code options. select Shared Code -> Columns from the Design pane. All rights reserved. using a shared column will save you time over creating the column multiple times or even copying and pasting the column from one view to another. 1999. Save and close the shared column. When you find that you need the same type of information displayed in multiple views. This will open a Design pane for the new column. switch the properties box to the Column properties. Continued on next page (C) Copyright IBM Corp. 4 5 Specify the column value for the shared column. such as a field value or simple function. Click on the button to create a New Shared Column. Page 77 .
such as font size or color. 1999. Sharing an existing column Complete the following steps to create a new shared column based on the format and value of an existing view column: Step 1 2 3 Action Open the view into the Designer client and select the column you wish to share. Page 78 . Select Create -> Copy as Shared Column. both the value and the format of the shared column will be used. If you do not want to use the existing format. Enter a name for the shared column and click OK. Continued Adding a shared column Complete the following steps to insert a shared column: Step 1 2 3 Action Open the view where you want to insert the shared column. All rights reserved. you must choose Design -> Edit Shared Column. 2006. Click on the location where you wish to add the column and select Create -> Insert Shared Column or Append Shared Column. Select the shared column from the list and click Done. Modifying a shared column Once a shared column is inserted into a view. select the option to Use Formula Only. To change the column value. (C) Copyright IBM Corp. you can make formatting changes to it directly in the view as you would any column. When you save the changes made to a shared column.Using Shared Columns. all views that use that column will reflect the changes. Note: By default.
4. 7. 1999. Instructions Perform the steps to complete the following: 1. Add a third column to display the Type of Leave. 8. Format all columns as you choose. 2. 3. In future exercises you will enhance this view and create additional views. Create a new shared column to display the creation date (date only) of the document using a simple function.Exercise 5. Edit the first column to display the DepartmentName field. All rights reserved. Results After completing this exercise you should have a view that resembles the following from the Notes client: (C) Copyright IBM Corp. 6. Preview the view in the Notes client.1 Creating a Simple View Introduction In this exercise you will create a simple view. Create a new shared view named All Requests with an alias of All. 5. 2006. Page 79 . Insert the shared column into the All Requests view. This view will only use simple functions and field contents to display data. Add a second column to display the requestor’s first and last name using a simple function.