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	4
[sty]
	
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[master]
	C:\AMIPRO\DOCS\V4\7toc.SAM
	
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[prn]
	PostScript (QMS)
[port]
	LPT2:
[lang]
	1
[desc]
	Using and Creating Agents to Automate Tasks
	
	
	
	
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@Left pg foot@<+@><:P19999,0,7->  Application Developer</R>s Guide                                                                    Lotus Confidential

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@Right pg foot@Lotus Confidential                                  Chapter 7: Using and Creating Agents to Automate Tasks  
<:P19999,0,7->

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[edoc]
@Ahead@<+@><:I0,0,0,0><:S+-1><:#332,8486><:f280,,><+!>Chapter 7  Using and Creating Agents to Automate Tasks<:f>

@Ahead@<:s><:#240,8486><:f,,>THIS CHAPTER IS NOW IN MAYDAY

@Ahead@<:s><:#240,8486><:f,,>About agents

<+@><:I0,0,0,0><:S+-1><:#844,8486><:X8,1;Index "Macros" "see also agents"><:X8,1;Index "About" # "agents"><:X8,1;Index "Agents" #><:f>Agents are like the stagehands in a theater production. They work behind the scenes to make things happen--filing documents, sending mail, looking for partic
ular topics, archiving older documents. Customized agents created by designers or users can perform more powerful functions, such as manipulating field values and bringing data in from other applications. 

<+@><:s><:I0,0,0,0><:S+-1><:#844,8486>Agents can either be private agents--created by you and used only by you, or shared agents--created by a designer and used by many people. Both private and shared agents are design elements that are stored with the database for which they are created. They 
can be run by a Notes-supplied action, an @function formula, or a LotusScript program.

<+@><:s><:I0,0,0,0><:S+-1><:#422,8486>Whether you use Notes databases or design them, you'll find that agents can help you work more efficiently and distribute information faster and easier than ever before.

@See also hlp@<+@><:s><:I0,0,0,0><:S+-1><:#281,8486>

@Crossref@<:#200,8486><+)>About creating your own agents<-)><+*>H_ABOUT_CREATING_YOUR_OWN_AGENTS<-*> 

@Crossref@<:#200,8486><+)>About creating public agents<-)><+*>H_ABOUT_CREATING_PUBLIC_AGENTS<-*> 

@Crossref@<:#200,8486><+)>Writing scripts and formulas for agents<-)><+*>H_WRITING_SCRIPTS_AND_FORMULAS_FOR_AGENTS<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486><:f,,>About creating your own agents

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486><:X8,1;Index "Creating" # "private agents"><:X8,1;Index "Agents" # "creating private agents"><:X8,1;Index "Private agents" # "creating"><:f>Creating your own agents can free you from many database and document maintenance tasks and also help disseminate inf
ormation quickly. For example, you could create an agent that scans the Stock Market database and sends mail to you whenever the stock you hold rises above a certain point.

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486>As you learn how powerful agents can be, you'll find yourself creating agents to do lots of routine and not-so-routine tasks that you've always done by hand. While you're learning, you should create agents on local experimental databases before using live d
atabases. 

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>To learn how to create agents for your personal use and select options, read:

@Bullet@<:R><:#200,8486><+)>Ways to create an agent<-)><+*>H_WAYS_TO_CREATE_AN_AGENT<-*> 

@Bullet@<:#200,8486><+)>Setting up an agent <-)><+*>H_SETTING_UP_AN_AGENT<-*>

@See also prnt@<:s><:#200,8486>To browse for ideas, read:

@Bullet@<:#400,8486><+)>Ways to make agents that manage your mail<-)><+*>H_WAYS_TO_MAKE_AGENTS_THAT_MANAGE_YOUR_MAIL<-*> 

@Bullet@<:#400,8486><+)>Ways to make personal agents in shared databases<-)><+*>H_WAYS_TO_MAKE_PERSONAL_AGENTS_IN_SHARED_DATABASES<-*> 

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>About creating public agents<-)><+*>H_ABOUT_CREATING_PUBLIC_AGENTS<-*> 

@Crossref@<:s><:#200,8486>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486><:f,,>About creating public agents

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486><:X8,1;Index "Agents" # "creating public agents"><:X8,1;Index "Public agents" # "creating"><:f><:X8,1;Index "Creating" # "public agents"><:f>If you have Designer access or higher to a database, you can create public agents for all users; otherwise, you can 
create agents only for yourself. While you're learning, you should create agents on local experimental databases before using live databases. 

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#844,8486>Users with at least Reader access to a database can run an agent, but agents they run or create can only update documents to which they have at least Editor access. Notes only activates agents stored either in the Notes data directory (or one of its subdire
ctories) on the machine where the database is stored, or in a directory that is pointed to by a directory link stored within the Notes data directory tree.

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>To learn how to create public agents and select options, read:

@Bullet@<:R><:#200,8486><+)>Ways to create an agent<-)><+*>H_WAYS_TO_CREATE_AN_AGENT<-*>

@Bullet@<:#200,8486><-#><-#><+)>Setting up an agent <-)><+*>H_SETTING_UP_AN_AGENT<-*><-#><-#>

@Bullet@<:#200,8486><+)>Working in the Agents window<-)><+*>H_WORKING_IN_THE_AGENTS_WINDOW<-*>

<:s><:#200,8486>To browse for ideas, read:

@Bullet@<:#400,8486><+)>Ways to make agents that are part of a database design<-)><+*>H_WAYS_TO_MAKE_AGENTS_THAT_ARE_PART_OF_A_DATABASE_DESIGN<-*> 

@Bullet@<:#400,8486><+)>Ways to make agents for database redesign and maintenance<-)><+*>H_WAYS_TO_MAKE_AGENTS_FOR_DATABASE_REDESIGN_AND_MAINTENANCE<-*> 

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>About creating your own agents<-)><+*>H_ABOUT_CREATING_YOUR_OWN_AGENTS<-*> 

@Crossref@<:#200,8486><+)>Planning public agents<-)><+*>H_PLANNING_PUBLIC_AGENTS<-*> 

@Ahead@<:s><:R1,2,1,360,1,720,><:#240,8486><:f,,>Ways to create an agent

@Bullet@<:R><:#400,8486><+)>Copying an agent from the same database<-)><+*>H_COPYING_AN_AGENT_FROM_THE_SAME_DATABASE<-*>

@Bullet@<:#200,8486><+)>Copying an agent from another database<-)><+*>H_COPYING_AN_AGENT_FROM_ANOTHER_DATABASE<-*>

@Bullet@<:#200,8486><+)>Creating an agent from scratch<-)><+*>H_CREATING_AN_AGENT_FROM_SCRATCH<-*> 

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486><:X8,2;Index "Database" # "creating database agents"><:X8,2;Index "Agents" # "creating database agents"><:X8,2;Index "Ways to" # "create a database agent"><:f><:X8,2;Index "Creating" # "database agents"><:f>You can create and copy both private and public da
tabase agents if you have Designer access or higher to a database. With Editor, Author, or Reader access, you can create and copy private agents for your own use.

@Bhead title@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486><:f,,>Copying an agent from the same database

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,2;Index "Forms" # "copying from the same database"><:X8,2;Index "Copying" # "forms from the same database">If an agent already exists in the database that is similar to the one you need, you may be able to copy it as is or make only minor modifications
.<:X8,2;Index "Agents" # "copying from another database"><:X8,2;Index "Copying" # "agents from another database"><:f>

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Select the database and choose View -  Agents.

@Numbered list@<:s><:R><:#200,8486>Select the agent you want to copy from the Agents list and choose Edit - Copy. 

@1st lev para@<:s><:#200,8486>NOT WORKING IN BUILD 126 ++

@Numbered list@<:s><:#200,8486>Choose Edit - Paste.

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@See also prnt@<:s><:#200,8486>For more information about running agents, see "About run options."

@See also prnt@<:s><:#400,8486>For more information about selecting documents, see "About limiting which documents are processed" and "About building a search query."

@See also prnt@<:s><:#200,8486>For more information about agent actions, see "About actions." 

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>About run options<-)><+*>H_ABOUT_RUN_OPTIONS<-*> 

@Crossref@<:#400,8486><+)>About limiting which documents are processed<-)><+*>H_ABOUT_LIMITING_WHICH_DOCUMENTS_ARE_PROCESSED<-*> 

@Crossref@<:#200,8486><+)>About building a search query<-)><+*>H_ABOUT_BUILDING_A_SEARCH_QUERY<-*> 

@Crossref@<:#200,8486><+)>About actions<-)><+*>H_ABOUT_ACTIONS<-*> 

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486><:f,,>Copying an agent from another database

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,3;Index "Forms" # "copying from another database"><:X8,3;Index "Copying" # "forms from another database">If an agent exists in another database (for example, in a template or example database) that is similar to the one you need, you may be able to cop
y it as is or make only minor modifications. 

@Numbered list@<:s><:R><:#200,8486>Select the database whose agent you want to copy and choose View -  Agents.

@Numbered list@<:s><:#200,8486>Select the agent and choose Edit - Copy. 

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@Numbered list@<:s><:#200,8486>Select the database you're designing and choose View -  Agents.

@Numbered list@<:s><:#200,8486>Choose Edit - Paste. NOT WORKING IN BUILD 126 ++

@Numbered list@<:s><:#400,8486>If the source database is a design template, click Yes if you want to keep your agent's design in sync with the source design. 

@Numbered list@<:s><:R1,1,1,403,><:#400,8486>Click No if you want your agent to be independent of the design template so you can modify it yourself.

@Numbered list@<:s><:R><:#200,8486>Press ESC to close the database.

@See also prnt@<:s><:#200,8486>For more information about running agents, see "About run options."

@See also prnt@<:s><:#400,8486>For more information about selecting documents, see "About limiting which documents are processed" and "About building a search query."

@See also prnt@<:s><:#200,8486>For more information about agent actions, see "About actions." 

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>About run options<-)><+*>H_ABOUT_RUN_OPTIONS<-*> 

@Crossref@<:#400,8486><+)>About limiting which documents are processed<-)><+*>H_ABOUT_LIMITING_WHICH_DOCUMENTS_ARE_PROCESSED<-*> 

@Crossref@<:#200,8486><+)>About building a search query<-)><+*>H_ABOUT_BUILDING_A_SEARCH_QUERY<-*> 

@Crossref@<:#200,8486><+)>About actions<-)><+*>H_ABOUT_ACTIONS<-*> 

@Bhead title@<:s><:#220,8486><:f,,>Creating an agent from scratch

<:s><:#200,8486><:X8,3;Index "Agents" # "creating an agent from scratch"><:X8,3;Index "Creating" # "agents from scratch"><:X8,3;Index "New" # "agents"><:f>To create a new agent for yourself or for public use:

@Numbered list@<:s><:#200,8486>Select the database and choose Create - Agent.

@Numbered list@<:s><:#200,8486>Give the agent a name that describes its purpose or action.

@Numbered list@<:s><:#200,8486>Click "Shared Agent" if you are creating an agent for other people.

@Numbered list@<:s><:#400,8486>Click Comment to add more information about the agent that describes its purpose or function and click OK to return to the Agent Builder window.

@Numbered list@<:s><:#200,8486>Select an option for "When should this agent run?" if you don't want to run it from the workspace.

@Numbered list@<:s><:#400,8486>Select an option for "Which document(s) should it act on?" if you don't want the agent to process all documents in the database.

@Numbered list@<:s><:#200,8486>In the Programmer's pane, select an action option for "What should this agent do?"

@Numbered list@<:s><:#400,8486>If you select Simple action(s), click Add Actions and choose the specific action. You can add more than one action.

@1st lev para@<:s><:#200,8486>You cannot combine simple actions with formulas or LotusScript programs.

@Numbered list@<:s><:#200,8486>If you select Formula or Script, write the formula or LotusScript program.

@1st lev para@<:s><:#200,8486>You cannot combine formulas with LotusScript programs.

@Numbered list@<:s><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s>Press ESC to close the database.

@See also prnt@<:s><:#200,8486>For more information about agent options, see "About setting up an agent."

@See also prnt@<:s><:#200,8486>For more information about LotusScript, see the <+">Programmer's Guide<-">.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>About naming an agent<-)><+*>H_ABOUT_NAMING_AN_AGENT<-*>

@Crossref@<:#200,8486><+)>About setting up an agen<-)><+*>H_ABOUT_SETTING_UP_AN_AGEN<-*><+)>t

@Crossref@<:#200,8486><+)>Writing scripts and formulas for agents<-)><+*>H_WRITING_SCRIPTS_AND_FORMULAS_FOR_AGENTS<-*>

@Ahead@<:s><:R1,2,1,360,1,720,><:#240,8486><:f,,>S<:f><:f,,>etting up an agent<:f>

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>When you create a new agent or edit an existing one, four components are needed to set up the agent.

<:s><:R1,2,1,360,1,720,><:#200,8486>{bmc filename.bmp} (picture of Agent Builder window)

@Bullet@<:s><:R><:#200,8486>The agent name

@Bullet@<:s><:#200,8486>The action that defines what the agent does to selected documents

@Bullet@<:s><:#200,8486>The run setting that defines when the agent does its work 

@Bullet@<:s><:#200,8486>The document and search selection that defines which documents the agent processes

@See also prnt@<:s><:#200,8486>For a list of agent options, see "Details: About setting up an agent."

@See also prnt@<:s><:#400,8486>For information about each component, see the sections that follow.  Look in the second half of this chapter for ideas about combining these components to produce an agent that does a particular task.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@See also btn@<:#200,8486><+)>{bmc 1details.bmp}See details<-)><+*>H_DETAILS:_ABOUT_SETTING_UP_AN_AGENT<-*>

@See also btn@<:s><:#200,8486><+)>

@Crossref@<:#200,8486><+)>About naming an agent<-)><+*>H_ABOUT_NAMING_AN_AGENT<-*>

@Crossref@<:#200,8486><+)>About actions<-)><+*>H_ABOUT_ACTIONS<-*>

@Crossref@<:#200,8486><+)>About run options<-)><+*>H_ABOUT_RUN_OPTIONS<-*>

@Crossref@<:#400,8486><+)>About limiting which documents are processed<-)><+*>H_ABOUT_LIMITING_WHICH_DOCUMENTS_ARE_PROCESSED<-*>

@Crossref@<:#200,8486><+)>Working in the Agents window<-)><+*>H_WORKING_IN_THE_AGENTS_WINDOW<-*>

@Bhead title@<:s><:#220,8486><-)><-)>Details: Setting up an agent

<:s><:#200,8486>An agent can be built by answering these four questions.

@Numbered list@<:s><:#200,8486><+!>What should the agent do?<-!> (required; choose one main type)

@Indnt bullet@<:s><:#200,8486>Perform a simple action (multiple simple actions can be combined)

@2nd lev para@<:s><:#200,8486>Copy to database

@2nd lev para@<:s><:#200,8486>Copy to folder

@2nd lev para@<:s><:#200,8486>Delete from database

@2nd lev para@<:s><:#200,8486>Mark document read

@2nd lev para@<:s><:#200,8486>Mark document unread

@2nd lev para@<:s><:#200,8486>Modify field

@2nd lev para@<:s><:#200,8486>Modify fields by form

@2nd lev para@<:s><:#200,8486>Move to folder

@2nd lev para@<:s><:#200,8486>Remove from folder

@2nd lev para@<:s><:#200,8486>Reply to sender

@2nd lev para@<:s><:#200,8486>Run agent

@2nd lev para@<:s><:#200,8486>Send document

@2nd lev para@<:s><:#200,8486>Send mail

@2nd lev para@<:s><:#200,8486>Send newsletter summary

@2nd lev para@<:s><:#400,8486>(The action "Run an @function formula is included for backwards-compatibility with Release 3 macros. -- WHY DON'T R3 MACROS HAVE "Formula" SELECTED INSTEAD??)

@2nd lev para@<:s><:#400,8486>UI NOTE -- A "DELETE FIELD" and "ADD FIELD" ACTIONS WOULD BE HELPFUL for DESIGN MAINTENANCE AGENTS.

@Indnt bullet@<:s><:#200,8486>Run an agent using an @function formula

@Indnt bullet@<:s><:#200,8486>Run an agent using a LotusScript program

@Numbered list@<:s><:#200,8486><+!>When should the agent run?<-!> (choose one)

@Indnt bullet@<:s><:#200,8486>When a user manually chooses the agent from the Actions menu

@Indnt bullet@<:s><:#200,8486>When a designer runs the agent from the Agents window

@Indnt bullet@<:s><:#200,8486>When documents are mailed to the database

@Indnt bullet@<:s><:#200,8486>When documents are pasted in the database

@Indnt bullet@<:s><:#200,8486>On schedule, in the background

@Numbered list@<:s><:#200,8486><+!>Which documents should the agent act on?<-!> (choose one)

@Indnt bullet@<:s><:#200,8486>All documents in the database

@Indnt bullet@<:s><:#200,8486>New and modified documents

@Indnt bullet@<:s><:#200,8486>All unread documents

@Indnt bullet@<:s><:#200,8486>All documents in the open view

@Indnt bullet@<:s><:#200,8486>Selected documents in the open view

@Indnt bullet@<:#400,8486>The open document (WOULDN"T RUN ON A DOCUMENT SHOWING IN PREVIEW PANE, WOULD IT??++

@Numbered list@<:s><:#400,8486><+!>What should the agent search for in the selected documents?<-!> (optional; you can choose more than one)

@Indnt bullet@<:s><:#200,8486>An author

@Indnt bullet@<:s><:#200,8486>A created or modified date

@Indnt bullet@<:s><:#200,8486>A field

@Indnt bullet@<:s><:#200,8486>Multiple fields on a form

@Indnt bullet@<:s><:#200,8486>Documents that are stored in a certain folder

@Indnt bullet@<:s><:#400,8486>Documents that use a certain form -- THIS NEW OPTION REPLACES THE "Form=" EXAMPLES LATER ++

@Indnt bullet@<:s><:#200,8486>Words and phrases

@See also hlp@<:s><:#110,8486><:f,,>

@See also btn@<:s><:#200,8486><:f,,>

@Crossref@<:#200,8486><+)>About naming an agent<-)><+*>H_ABOUT_NAMING_AN_AGENT<-*>

@Crossref@<:#200,8486><+)>About actions<-)><+*>H_ABOUT_ACTIONS<-*>

@Crossref@<:#200,8486><+)>About run options<-)><+*>H_ABOUT_RUN_OPTIONS<-*>

@Crossref@<:#400,8486><+)>About limiting which documents are processed<-)><+*>H_ABOUT_LIMITING_WHICH_DOCUMENTS_ARE_PROCESSED<-*>

@Bhead title@<:s><:#220,8486><:f,,>Naming an agent<:f>

<:s><:#1000,8486><:X8,6;Index "Name" # "of agents"><:X8,6;Index "Agents" # "giving an agent a name"><:f>A descriptive name is especially important for an agent that you're designing for users to select from the menu. When you name an agent that is selected from the menu, yo
u name a command.  A macro name can be 32 bytes (if you're using multibyte characters, 32 bytes is different from 32 characters), and can contain letters, spaces, numbers, and punctuation. (TRUE -- SAME AS V3??++) OR IS IT 127 BYTES???

@Chead@<:s><:R1,4,1,0,1,720,1,1440,1,2160,><:#200,8486>Naming tips

<:s><:R1,4,1,0,1,720,1,1440,1,2160,><:#200,8486>Keep these things in mind:

@Bullet@<:s><:R><:#200,8486>Try to begin each agent name with a different letter.

@1st lev para@<:s><:#600,8486>Windows, OS/2, and UNIX users can select a menu item quickly by typing its accelerator key. (The Macintosh doesn</R>t use accelerators.) If each agent begins with a different letter, the accelerator (an underlined letter) is easy to see on the Run menu beca
use it is the first letter of the agent's name.

@1st lev para@<:s><:#600,8486>If agents begin with the same letter, an agent's default accelerator is the first letter that has not already been used by a preceding agent. This can result in accelerators that are difficult to see and remember. For example, consider the accelerators (und
erlined) for these agents:

@1st lev para@<:s><:#200,8486><+#>C<-#>reate new folder

@1st lev para@<:s><:#200,8486>C<+#>o<-#>py to Knowledge database

@1st lev para@<:s><:#400,8486>You can rename your agents and omit the repeated word, but in some cases the word is needed to make the names understandable.

@1st lev para@<:s><:#800,8486>If you can't change the agent names, specify the accelerator by typing an underscore (_) before the letter that you want to use as the accelerator. Each accelerator must still be unique within the agent list. For example, to force the letter 
</S>p</T> as the accelerator for the Copy to Knowledge database agent, enter the name as:

@1st lev para@<:s><:#200,8486>Co_py to Knowledge database

@Bullet@<:s><:#200,8486>Consider how the agents are ordered on the Run menu.

@1st lev para@<:s><:#600,8486>The Agent menu sorts agent names in alphabetical order. If you want the agents to appear in a different order, for example, with the most frequently used agent appearing first, you can either number or letter them.

@1st lev para@<:s><:#600,8486>Preceding agent names with numbers provides easy accelerators for users, as they can type the number that appears in front of each name. This method only works for 9 agents, however, because the agent name is text and 
</S>10</T> sorts before </S>2</T> alphabetically.

@1st lev para@<:s><:#200,8486>For example:

@1st lev para@<:s><:#200,8486>1. Create new folder

@1st lev para@<:s><:#200,8486>2. Copy to Knowledge database

@Bullet@<:s><:#200,8486>Use consistent agent naming conventions.

@1st lev para@<:s><:#600,8486>If you create multiple databases that contain the same information, use the same names for the agents. Standard names makes it easier for users to recognize commonly used agents; it also makes it easier for users with similar databases to communicate.

@Bullet@<:s><:#200,8486>Be aware of character limitations. 

@1st lev para@<:s><:#400,8486>TRUE??? The full agent name, including all cascading names, cannot exceed 127 bytes (if you're using multibyte characters, 127 bytes is different from 127 characters).

@Chead@<:s><:#200,8486><+!>C<-!><+!>reating cascading agents<-!>

<:s><:#800,8486>If you don't want  to overwhelm users with long lists of agents in the Actions menu or if you have related agents that should be grouped together, you can name agents so they cascade from the same submenu. Define a cascading agent by typing the top</m>level
 agent name, a backslash ( \ ), and the cascading agent name.

<:s><:#400,8486>For example, if your Service Request Tracking database has two kinds of forms for agents for service requests, you can name them:

<:s><:#200,8486>Service Request Agents \ Mail HW Requests

<:s><:#200,8486>Service Request Agents\ Mail SW Requests

<:s><:#200,8486>When a user chooses Run - Service Request Agents, a cascading menu shows the two types of agents.

<:s><:#600,8486>You can only create one level of cascading agents. The top level of the cascade can use 32 bytes for its name; the cascading level can use 30 bytes (if you</R>re using multibyte characters, 30 bytes is different from 30 characters):  SAME AS FOR V3??++

<:s><:#200,8486>Main Name 32 bytes \ Cascade Name 30 bytes

<:s><:#600,8486>The combined number of sub-level forms, views, and agents that cascade from the top level cannot exceed 200; otherwise, the top-level menus do not display properly. 
<:f,,>This limit does not apply to the number of forms, views, and agents stored at the top level of each menu.<:f>

<:s><:#400,8486>Although Notes allows 200 cascading design elements, Windows, OS/2, and UNIX users see the first 27 or so displayed on each menu. Macintosh users see a dialog box containing a complete list.

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486><:f,,>About agent actions

<:R1,2,1,360,1,720,><:#400,8486><:X8,7;Index "About" # "actions for agents"><:X8,7;Index "Actions" # "for agents"><:X8,7;Index "Agents" # "about actions for"><:f>Actions are the core element of any agent because they determine what changes the agent makes to the selected documents in a da
tabase

<:s><:R1,2,1,360,1,720,><:#400,8486>Agents that use simple actions provided by Notes are the easiest to create and don't require any programming knowledge.

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>About actions that manage documents<-)><+*>H_ABOUT_ACTIONS_THAT_MANAGE_DOCUMENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>About actions that send messages<-)><+*>H_ABOUT_ACTIONS_THAT_SEND_MESSAGES<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>About actions that modify fields in documents<-)><+*>H_ABOUT_ACTIONS_THAT_MODIFY_FIELDS_IN_DOCUMENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>About actions that run other agents<-)><+*>H_ABOUT_ACTIONS_THAT_RUN_OTHER_AGENTS<-*> 

<:s><:R1,2,1,360,1,720,><:#400,8486>Agents that use @function formulas require knowledge of the Notes @function language, but offer more choices than the simple actions.

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>About actions that run @function formulas<-)><+*>H_ABOUT_ACTIONS_THAT_RUN_@FUNCTION_FORMULAS<-*>

<:R1,2,1,360,1,720,><:#800,8486>Agents that use a LotusScript program are the most difficult to create, but offer the most flexibility. LotusScript programs can perform tasks that aren't possible with @function formulas, such as the ability to manipulate a database ACL. Programs for scrip
t-based agents must contain both the action and the document search criteria. They can only run once. TRUE?? ANY OTHER DIFFERENCES??++ 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>About actions that use LotusScript<-)><+*>H_ABOUT_ACTIONS_THAT_USE_LOTUSSCRIPT<-*>

@See also prnt@<:s><:R1,2,1,360,1,720,><:#400,8486>For more information about writing programs, see "Writing scripts and formulas for agents" in Chapter 1 of the 
<+">Programmer's Guide<-">.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R1,2,1,360,1,720,><:#200,8486><+)>Writing scripts and formulas for agents<-)><+*>H_WRITING_SCRIPTS_AND_FORMULAS_FOR_AGENTS<-*>

@Chead title@<:s><:R><:#200,8486><:f,,>Ways to manage documents using actions

<:#400,8486>Actions that manage documents can work at the database level, the folder level, or at the document level.

@Bullet@<:#200,8486><+)>Manage documents between databases<-)><+*>H_MANAGING_DOCUMENTS_BETWEEN_DATABASES<-*>

@Bullet@<:#200,8486><+)>Manage documents in folders<-)><+*>H_MANAGING_DOCUMENTS_IN_FOLDERS<-*>

@Bullet@<:#400,8486><+)>Change documents' read or unread status<-)><+*>H_CHANGING_DOCUMENTS'_READ_OR_UNREAD_STATUS<-*>

@Dhead@<:s><:#200,8486>Managing documents between databases

<:s><:#200,8486>The "Copy to database" action copies selected documents to another database.

<:s><:#400,8486>Specify the location of the database where documents should be copied, either on the local hard disk or on a server, and specify the database name.

<:s><:#400,8486>The "Delete from database" action deletes selected documents from the current database. DOES THIS WORK ON MAIL/PASTE DOCUMENTS??

<:s><:#600,8486>If there are replicas of this database on other servers, documents deleted in this database are also deleted in the replicas unless "Do not replicate deletions" is selected in your database's Replication Settings dialog box.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Archiving mail to a local database<-)><+*>H_ARCHIVING_MAIL_TO_A_LOCAL_DATABASE<-*>

@Crossref@<:#200,8486><+)>Copying documents to another database<-)><+*>H_COPYING_DOCUMENTS_TO_ANOTHER_DATABASE<-*>

@Dhead@<:s><:#200,8486>Managing documents in folders

<:s><:#400,8486>The three actions that manage documents in folders are: <:X8,8;Index "Documents" # "agents that manage documents"><:X8,8;Index "Agents" # "that manage documents"><:X8,8;Index "Managing" # "documents, with agents"><:X8,8;Index "Actions" # "for agents that manage documents">
<:f>"Copy to folder," "Move to folder," and "Remove from folder." The folder must already exist.

<:s><:#200,8486>{bmc filename.bmp}

<:s><:#400,8486>For the Copy and Move actions, click the folder(s) to which selected documents should be copied or moved.

<:s><:#400,8486>For the Remove action, click the folder(s) from which selected documents should be taken. If this is the only folder in which the matching documents appear, the documents revert to uncategorized.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Copying documents to a new subfolder<-)><+*>H_COPYING_DOCUMENTS_TO_A_NEW_SUBFOLDER<-*>

@Crossref@<:#200,8486><+)>Filing documents automatically<-)><+*>H_FILING_DOCUMENTS_AUTOMATICALLY<-*>

@Crossref@<:#200,8486><+)>Removing documents from a folder<-)><+*>H_REMOVING_DOCUMENTS_FROM_A_FOLDER<-*>

@Dhead@<:s><:#200,8486>Changing documents' read or unread status

<:s><:#200,8486>Two actions affect individual documents: "Mark document read" or "Mark document unread."

<:s><:#800,8486>Select one of these actions to flag documents processed by the agent as read or unread. The "Mark document read" setting is useful when combined with an action that changes field values. The "Mark document unread" is useful when you want to flag selected do
cuments that you or other users should read again.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Archiving mail to a local database<-)><+*>H_ARCHIVING_MAIL_TO_A_LOCAL_DATABASE<-*>

@Chead title@<:s><:#200,8486><:f,,>Ways to send messages using actions

@Bullet@<:#200,8486><:f,,><+)>Reply to mail<-)><:f><+*>H_REPLYING_TO_MAIL<-*>

@Bullet@<:#200,8486><:f,,><+)>Mail documents<-)><:f><+*>H_MAILING_DOCUMENTS<-*>

@Bullet@<:#400,8486><+)>Use options for Send mail and Send newsletter summary<-)><+*>H_USING_OPTIONS_FOR_SEND_MAIL_AND_SEND_NEWSLETTER_SUMMARY<-*>

@Dhead@<:s><:#200,8486>Replying to mail

<:s><:#200,8486>The "Reply to sender" action sends a reply to a mail memo automatically.

<:s><:#200,8486>{bmc filename.bmp}

<:s><:#200,8486>"Reply to sender only" sends a reply to the person in the From: field of the original memo.

<:s><:#200,8486>"Reply to all" sends a reply to everyone listed in the From: and cc: fields.

<:s><:#400,8486>In the Body field, add your reply text.  (This field accepts plain text, not styled text, graphics, or attachments.)

<:s><:#200,8486>Select "Include copy of document" appends the original message to your reply.

<:#200,8486>Select "Reply once per person" if a person is included in multiple groups.

<:s><:#200,8486>Click "Save sent mail" and choose a mail folder to save replies sent by the agent. 

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#400,8486><+)>Sending automatic replies to questionnaire respondents<-)><+*>H_SENDING_AUTOMATIC_REPLIES_TO_QUESTIONNAIRE_RESPONDENTS<-*>

@Dhead@<:s><:#200,8486>Mailing <:X8,9;Index "Documents" # "agents that send messages"><:f><:X8,9;Index "Mailing" # "agents that send messages"><:f><:X8,9;Index "Agents" # "that send messages"><:X8,9;Index "Sending" # "messages, with agents"><:X8,9;Index "Actions" # "for agents that send messages">
<:f><:X8,9;Index "Documents" # "sending with agents">documents

<:s><:#200,8486>Three actions are available for mailing documents.

@Bullet@<:s><:#400,8486>The "Send document" action mails the selected document(s) to the recipient(s) designated in the document</R>s SendTo field (there must be a SendTo field for this to work). 

@1st lev para@<:s><:#1000,8486><-!>If the document also contains the CopyTo or BlindCopyTo fields, it is routed to those recipients at the same time. If the document contains the DeliveryPriority, DeliveryReport, or ReturnReceipt fields, they are used to control the delivery priority, ge
neration of a delivery report, and generation of a return receipt. If the document doesn</R>t contain these fields, they default to normal priority, no delivery report, and no return receipt, respectively.

@Bullet@<:#600,8486>The "Send mail" action mails the selected document(s) either as a whole document or as a doclink. IS IT MAIL-FORWARD OR @MAILSEND(WITH PARAMETERS)??++ IF THERE ARE MULTIPLE DOCUMENTS, ARE THEY CLUMPED IN ONE MEMO?

@1st lev para@<:s><:#200,8486>{bmc filename.bmp}

@1st lev para@<:s><:#400,8486>Add the recipients in the To: field and a one-line description in the Subject field. Click More to create To and Subject fields based on formulas, or to add cc: and bcc: recipients.

@1st lev para@<:s><:#400,8486>In the Body field, add text to introduce the document that follows if you want. (This field accepts plain text, not styled text, graphics, or attachments.)	

@1st lev para@<:s><:#400,8486>Select "Include copy of document" to copy the entire document(s) that is selected by the agent into the mail message.

@1st lev para@<:s><:#400,8486>Select "Include DocLink to document" to create a doclink to the document(s) that is selected by the agent.

@1st lev para@<:s><:#400,8486>Select "Save sent mail" if you want memos sent out to be saved; select the folder where your mail should be stored.

@Bullet@<:s><:#400,8486>The "Send newsletter summary" action is similar to "Send mail," but it allows you to mail several documents as doclinks in a single memo and add summary information about the documents easily.

@1st lev para@<:s><:#200,8486>{bmc filename.bmp}

@1st lev para@<:s><:#400,8486>Add the recipient(s) in the To: field and a one-line description in the Subject field. Click More to create To and Subject fields based on formulas, or to add cc: and bcc: recipients.

@1st lev para@<:s><:#400,8486>In the Body field, write introductory text for the newsletter. (This field accepts plain text, not styled text, graphics, or attachments.)

@1st lev para@<:s><:#800,8486>To include view information with the document's summary, select "Include summary for each document using view" and select which view information should be copied. For example, if the view displays Date, Author, and Title columns, the one-line summary adds t
hat information to the associated doclink.

@1st lev para@<:s><:#200,8486>{bmc filename.bmp} show example of what it would look like

@1st lev para@<:s><:#400,8486>To accumulate several documents before sending the newsletter, click "Gather at least" and type the number of documents that must be collected before the agent can run.

@Dhead@<:s><:#200,8486>Using More options for Send mail and Send newsletter summary

<:s><:#400,8486>The "More" option allows you to create detailed addresses by typing entries or writing formulas for the To, cc, bcc, and Subject fields.

<:s><:#200,8486>{bmc filename.bmp}

<:s><:#200,8486>To type an entry for any of the fields, click Text and type the entry.

<:s><:#200,8486>To use a formula for an entry for any of the fields, click Formula.

@See also prnt@<:s><:#200,8486>For more information about expanded mailing options, see "Creating detailed mail addresses."

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Mailing reminders<-)><+*>H_MAILING_REMINDERS<-*>

@Crossref@<:#200,8486><+)>@MailSend<-)><+*>H_@MAILSEND<-*>

@Crossref@<:#200,8486><+)>Forwarding documents automatically<-)><+*>H_FORWARDING_DOCUMENTS_AUTOMATICALLY<-*>

@Crossref@<:#200,8486><+)>Sending newsletters<-)><+*>H_SENDING_NEWSLETTERS<-*>

@Crossref@<:#200,8486><+)>Creating detailed mail addresses<-)><+*>H_CREATING_DETAILED_MAIL_ADDRESSES<-*> 

@Chead title@<:s><:#200,8486><:f,,>About actions that modify fields in documents

<:s><:#600,8486>You can replace or append a field value in one or more fields in selected document(s). (If you need to replace a value with something other than text, create an agent that uses an @function formula or LotusScript program instead.--TRUE??)

@Bullet@<:s><:#800,8486>The "Modify field" action changes the value of a single field and marks processed documents as unread. You'll need to select the field to be modified and type a new value. Click "Replace Value" to remove the old value from the selected documents and put in 
the new value or "Append Value" to add the new value to the current value.

@Bullet@<:s><:#600,8486>The "Modify fields by form" action allows you to change field values even if you don't know the internal Notes names for fields. It is also convenient for replacing several field values at once. The action marks processed documents as unread.

@1st lev para@<:s><:#200,8486>{bmc filename.bmp}

@1st lev para@<:s><:#400,8486>When you choose this action, a visual representation of the form appears in the window below. Type a new value for each field whose value you want to replace.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Tracking overdue work<-)><+*>H_TRACKING_OVERDUE_WORK<-*>

@Crossref@<:#400,8486><+)>About actions that use @function formulas<-)><+*>H_ABOUT_ACTIONS_THAT_USE_@FUNCTION_FORMULAS<-*>

@Crossref@<:#200,8486><+)>About actions that use LotusScript<-)><+*>H_ABOUT_ACTIONS_THAT_USE_LOTUSSCRIPT<-*>

@Chead title@<:s><:#200,8486><:f,,>About actions that run other agents

<:s><:#400,8486>The "Run agent" action allows you to nest agents within other agents or combine LotusScript programs and @function formulas in one agent.

<:s><:#200,8486>{bmc filename.bmp}

<:s><:#400,8486>Select the secondary agent (from those available in the database) that should be added to this agent. Actions are performed in the sequence in which they appear in the agent(s).

<:s><:#1000,8486>You can nest secondary agents within a main agent to perform sequential or complex actions. The main agent completes its search and actions first and then passes that information to the secondary agent. For example, main Agent A searches for all documents w
ith the word "green", replaces "green" with "yellow" and then runs Agent B. Agent B launches its own search queries and actions only on those documents that Agent A processed.

<:s><:#200,8486>If you want to run an agent that exists in another database, copy the agent to your database.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Tracking overdue work<-)><+*>H_TRACKING_OVERDUE_WORK<-*>

@Crossref@<:#200,8486><+)>Copying an agent from another database<-)><+*>H_COPYING_AN_AGENT_FROM_ANOTHER_DATABASE<-*>

@Chead title@<:s><:#200,8486>About actions that use @function formulas

<:s><:#400,8486>The @function formula action allows you to create an agent that performs sophisticated document processing.

<:s><:#200,8486>You cannot combine an @function formula with simple actions or with LotusScript programs.

<:s><:#200,8486>{bmc filename.bmp}

<:s><:#200,8486>Click Formula and write a formula in the Programmer's pane.

<:s><:#400,8486>Use Add @Func to select an @function and paste it into your formula; click Add Field to select a field from the database and paste it into the formula; click Zoom In to expand the Formula window.

@Note@<:s><:#600,8486>@Prompt (any other interactive functions???) can only be used with manual or paste-activated agents. It can't be used with mail-activated or scheduled agents. Mail-activated agents ignore @Prompt; scheduled agents can't run at all if they contain an @Prompt
 function.

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486>@@Command can't be used with any agents--IS THAT TRUE?? IT was for filter, mail/paste, and background macros in V3, but not for search macros?? 

@1st lev para@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486>STILL TRUE FROM V3?? ++ A scheduled agent cannot access a database on another server or workstation with @DbColumn or @DbLookup; however, it can use those functions to access databases stored on the same workstation or server.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486><+)>

@Crossref@<:R1,2,1,360,1,720,><:#400,8486><+)>Removing the stored form from documents<-)><+*>H_REMOVING_THE_STORED_FORM_FROM_DOCUMENTS<-*>

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486>About actions that use LotusScript

<:s><:R1,2,1,360,1,720,><:#600,8486>Selecting "Script" in the Agent Builder window allows you to create sophisticated processing programs. 
<:X8,11;Index "LotusScript" # "actions in LotusScript agents"><:X8,11;Index "Actions" # "in LotusScript agents">LotusScript agents must combine the Action and Search options that you normally choose for regular agents. The program you write should select do
cuments and perform an action on them. 

<:s><:R1,2,1,360,1,720,><:#200,8486>You cannot combine LotusScript programs with formulas or simple actions.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R1,2,1,360,1,720,><:#200,8486><+)>Writing scripts and formulas for agents<-)><+*>H_WRITING_SCRIPTS_AND_FORMULAS_FOR_AGENTS<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486>Ways to run agents

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Manually<-)><+*>H_MANUALLY_RUN_AGENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>On a schedule in the background<-)><+*>H_SCHEDULED_AGENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>When documents are changed<-)><+*>H_CHANGE-ACTIVATED_AGENTS<-*>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>When documents are mailed to the database<-)><+*>H_MAIL-ACTIVATED_AGENTS<-*>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>When documents are pasted into the database<-)><+*>H_PASTE-ACTIVATED_AGENTS<-*>  

@Chead title@<:s><:R><:#200,8486><:f,,>Using manually run agents

<:s><:#200,8486>Manually run agents are run either from the Actions menu or the Agents window.

<:s><:#600,8486>The "Manually From Menu" option allows users to run this when needed by highlighting the database icon and choosing Actions - <<agent name<;>. Most public agents that are designed for users are run manually from the Actions menu.

<:s><:#800,8486>The Manually option means this agent can only be run by itself from the Agents window by selecting Actions - Run Agent. This setting is useful when the agent is to be run within another agent, but you need to test the secondary agent separately to be sure i
t works correctly. Most agents that are designed only for designers or managers are run manually from the Agents window.

@Chead title@<:s><:#200,8486><:f,,>Using s<:f><:f,,>cheduled agents

<:s><:#200,8486><:f><-!><-!><:f>The "On Schedule" options create automatic agents that run hourly, daily, weekly, or monthly. 

<:s><:#600,8486>Scheduled agents are useful for running periodic workflow or maintenance tasks on selected documents.  A scheduled agent only runs on one database to prevent replication conflicts. When that database replicates, it passes its modified data to its replicas. 

<:s><:#200,8486>{bmc filename.bmp} Show agents window with drop-down list

@Bullet@<:s><:#200,8486>Hourly agents

@1st lev para@<:s><:#600,8486>Use one of the hourly agent intervals for high-priority databases if frequent updates are necessary or the information is critical to a business process, or when databases replicate several times a day, such as workflow applications that route documents for
 approval, high-priority action items.

@1st lev para@<:s><:#200,8486>The default run time is every hour, starting is 1 A.M. and ending at 11 P.M. 

@Bullet@<:s><:#200,8486>Daily agents

@1st lev para@<:s><:#400,8486>Use a daily agent for activities that are important, but that will not cause a delay if they are only generated once a day, such as mailing newswire articles or generating low-priority assignments.

@1st lev para@<:s><:#200,8486>The default run time is 1 A.M.

@Bullet@<:s><:#200,8486>Weekly agents

@1st lev para@<:s><:#200,8486>Use a weekly agent for routine tasks such as generating summary reports and sending reminders. 

@1st lev para@<:s><:#200,8486>The default run time is Sunday at 2 A.M.

@Bullet@<:s><:#200,8486>Monthly agents

@1st lev para@<:s><:#400,8486>Use a monthly agent for low-priority maintenance type tasks, such as archiving documents and distributing company newsletters.

@1st lev para@<:s><:#200,8486>The default run time is Day 1, starting at 2 A.M.

@Bullet@<:s><:#200,8486>Never

@1st lev para@<:s><:#400,8486>On Schedule Never is reserved for Release 3 background macros that have the "Never" schedule selected. To run such a macro, select schedule options for it in Release 4.

<:s><:#400,8486>Click Run Options to change the default schedule for the interval you've chosen or to change the server where this agent runs.

<:s><:#200,8486>{bmc filename.bmp}

<:s><:#400,8486>You can choose the date on which the agent should start and stop, you can exclude the agent from running on weekends.

<:#400,8486>Select which server (or local workstation) this agent should run on. The machine that stores the database is the default. WHEN WOULD YOU CHANGE THAT??++

<:s><:#200,8486>Additional options available depend on the run interval you selected.

@Bullet@<:s><:#200,8486>For an hourly agent, you can change the hourly frequency, the starting time, and the ending time.

@Bullet@<:s><:#200,8486>For a daily agent, you can change the starting time.

@Bullet@<:s><:#200,8486>For a weekly agent, you can change the day of the week and the starting time.

@Bullet@<:s><:#200,8486>For a monthly agent, you can change the day of the month and the starting time.

@Chead title@<:s><:#200,8486><:f,,>Using c<:f><:f,,>hange<:f><:f,,>-activated agents<:f>

<:s><:#800,8486>An agent that has the "If Document Has Been Modified" option selected runs only if documents that match the search criteria have been changed since the last time the agent ran. Use a change-activated when you want to associate an action only with changed do
cuments, such as performing a workflow task.

@Chead title@<:s><:#200,8486><:f,,>Using m<:f><:f,,>ail<:f><:f,,>-activated agents

<:#600,8486>An agent that has the "If New Mail Has Arrived" option selected runs on any documents that are sent to a mail or mail-in database. Use a mail-activated agent when you want newly mailed documents scanned and possibly modified when they arrive. 

<:#600,8486>IT WOULD BE NICE IF YOU COULD DO START AND END DATES FOR ALL OTHER AUTOMATIC OPTIONS, SUCH AS "MAIL", "PASTE," and "MODIFIED". FOR EXAMPLE, IT WOULD BE GOOD FOR VACATION AGENTS.??++

<:s><:#400,8486>Interactive functions and functions that impede the progress of the mail router are ignored when documents are mailed into the database, for example: 

@Bullet@<:s><:#200,8486>@DbColumn

@Bullet@<:s><:#200,8486>@DbCommand

@Bullet@<:s><:#200,8486>@DbLookup

@Bullet@<:s><:#200,8486>@MailSend

@Bullet@<:s><:#200,8486>@Prompt

<:s><:#200,8486>Mail-activated agents can</R>t use @Command.

<:s><:#200,8486>STILL TRUE FROM V3??++ @DeleteDocument does not work in mail-activated agents.

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486><:f,,>Using p<:f><:f,,>aste<:f><:f,,>-activated agents

<:s><:R><:#800,8486>An agent that has the "If Document Has Been Modified" option selected runs only if documents that match the search criteria have been pasted into the database since the last time the agent ran. Use this type of agent if documents are pasted into the databas
e routinely and you want to make some modifications to them as they are being mailed or pasted. 

<:s><:#200,8486>Paste-activated agents can</R>t use @Command.

<:s><:#200,8486>STILL TRUE FROM V3??++ @DeleteDocument does not work in paste-activated agents.

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486><:f,,>Ways to limit which <:f><:f,,>documents are processed

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486><:X8,13;Index "About" # "selecting documents for agent processing"><:X8,13;Index "Processing" # "documents for agents"><:X8,13;Index "Agents" # "selecting documents for agent processing"><:f><:X8,13;Index "Limiting" # "which documents agents process"><:X8,13;Index "Selecting" # "which documents agents process">
<:f>You can select a group of documents based on criteria such as their age or content. Manually run agents have the most choices about the types of documents you can select; change-activated, mail-activated, and paste-activated agents offer the fewest choi
ces.

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Manually run agents<-)><+*>H_ABOUT_SELECTING_DOCUMENTS_FOR_MANUALLY_RUN_AGENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Scheduled agents<-)><+*>H_ABOUT_SELECTING_DOCUMENTS_FOR_SCHEDULED_AGENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><-#><+)>Change-activated agents<-)><+*>H_ABOUT_SELECTING_DOCUMENTS_FOR_CHANGE-ACTIVATED_AGENTS<-*>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Mail-activated agents<-)><+*>H_ABOUT_SELECTING_DOCUMENTS_FOR_MAIL-ACTIVATED_AGENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>Paste-activated agents<-)><+*>H_ABOUT_SELECTING_DOCUMENTS_FOR_PASTE-ACTIVATED_AGENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>Documents selected through LotusScript<-)><+*>H_ABOUT_SELECTING_DOCUMENTS_THROUGH_LOTUSSCRIPT<-*>

<:s><:R1,2,1,360,1,720,><:#400,8486>Keep in mind that document selections can be further refined by clicking Add Search and creating a search for specific text, field values, dates, or authors.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R1,2,1,360,1,720,><:#200,8486><+)>About building a search query<-)><+*>H_ABOUT_BUILDING_A_SEARCH_QUERY<-*> 

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486>Selecting documents for manually run agents

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486>Manually run agents offer the most flexibility for determining which documents are acted upon because the agents can process documents from a full database or from a view.

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486>Database-wide document selections are useful for agents that must process documents in several views or agents that you want to run from the Agents window.

@Bullet@<:s><:R1,2,1,360,1,720,><:#200,8486>All documents in the database

@Bullet@<:s><:R1,2,1,360,1,720,><:#200,8486>All new and modified documents since the agent last ran

@Bullet@<:s><:R1,2,1,360,1,720,><:#200,8486>All unread documents

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>View-wide selections are useful for agents whose actions are focused on a group of related documents.

@Bullet@<:s><:R1,2,1,360,1,720,><:#200,8486>All documents in the open view

<:R1,2,1,360,1,720,><:#200,8486>SO THERE ARE NO CHOICES FOR "IN FOLDER"??++

@Bullet@<:s><:R1,2,1,360,1,720,><:#200,8486>All selected documents in the open view

@Bullet@<:s><:R1,2,1,360,1,720,><:#200,8486>The current document

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486>Selecting documents for scheduled agents

<:s><:R1,2,1,360,1,720,><:#400,8486>Scheduled agents offer two choices for selecting documents. Since they run in the background, they only process documents from a full database, not a view. Scheduled agents can act on

@Bullet@<:s><:R1,2,1,360,1,720,><:#200,8486>All documents in the database that match the search criteria

@Bullet@<:s><:R1,2,1,360,1,720,><:#200,8486>Only those documents that are new or modified since the agent last ran 

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486>Selecting documents for change-activated agents

<:s><:R1,2,1,360,1,720,><:#200,8486>Change-activated agents act on newly modified documents that match the search criteria.  

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486>Selecting documents for mail-activated agents

<:s><:R1,2,1,360,1,720,><:#200,8486>Mail-activated agents act on newly received mail documents that match the search criteria.  

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486>Selecting documents for paste-activated agents

<:s><:R1,2,1,360,1,720,><:#400,8486>Paste-activated agents act on documents that have been pasted into the database and match the search criteria. 

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486>Selecting documents through LotusScript

<:s><:R1,2,1,360,1,720,><:#200,8486>The program you write for a LotusScript agent must select documents and perform an action on them.

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486>Ways to build a search query

<:s><:R1,2,1,360,1,720,><:#400,8486><:X8,15;Index "About" # "building a search query for agent processing"><:X8,15;Index "Searching" # "documents for certain fields"><:f><:X8,15;Index "Searching" # "documents for certain dates"><:X8,15;Index "Searching" # "documents for certain authors"><:X8,15;Index "Searching" # "documents for certain text">
<:X8,15;Index "Fields" # "searching documents for certain fields"><:X8,15;Index "Dates" # "documents for certain dates"><:X8,15;Index "Authors" # "documents for certain authors"><:X8,15;Index "Names" # "documents for certain authors"><:X8,15;Index "Text" # "documents for certain text">
<:X8,15;Index "Words and phrases" # "documents for words and phrases"><:X8,15;Index "Agents" # "searching documents for authors, dates, fields, or text"><:X8,15;Index "Selecting" # "documents by author, date, field, or text"><:f><:X8,15;Index "Query, search" # "searching documents by author, date, field, or text">
<:f>To refine the document search, you can search only those documents that meet certain conditions. To open the Search Builder window, click Add Search from the Agent Builder window.

@Dhead@<:s><:R><:#200,8486>Searching by author

<:#600,8486>You can search for documents created or not created by a certain author. The form must have an Author Names field for this search to work. Type the name of the author for whose documents you want to find or exclude. (MUST THIS BE THE FULLY DISTINGUISHED NAM
E??)CAN YOU DO MULTIPLE NAMES?

@See also prnt@<:s><:#200,8486>{bmc filename.bmp}

@Dhead@<:s><:#200,8486>Searching by date

<:s><:#200,8486>You can search for documents created or modified during a certain date range.

@See also prnt@<:s><:#200,8486>{bmc filename.bmp}

<:s><:#400,8486>Select "date created" if the search should be based on the date on which the document was created (the "Created:" date in the Document Properties InfoBox).

<:s><:#400,8486>Select "date modified" if the search should be based on the date the document was last updated (the "Modified:" date in the Document Properties InfoBox).

<:s><:#400,8486>There are three types of date selections. Specify the specific date(s) or days relevant to the type of date you selected.

<:s><:#200,8486>You can choose a specific date for which the created or modified date:

@Bullet@<:s><:#200,8486>is on

@Bullet@<:s><:#200,8486>is not on

@Bullet@<:s><:#200,8486>is after

@Bullet@<:s><:#200,8486>is before

<:s><:#200,8486>You can choose a range for which the created or modified date:

@Bullet@<:s><:#200,8486>is between

@Bullet@<:s><:#200,8486>is not within

<:s><:#200,8486>You can choose an interval for which the created or modified date:

@Bullet@<:s><:#200,8486>is in the last (x) days

@Bullet@<:#400,8486>is in the next (x) days (OPTION DOESN'T MAKE SENSE -- YOU WOULDN"T HAVE A DOCUMENT WHOSE DATE MODIFIED OR DATE CREATED IS "DUE IN MORE THAN")

@Bullet@<:#600,8486>is due in more than (x) days (SHOULDN"T THERE BE A "IS DUE IN LESS THAN" OPTION TOO?)++ (OPTION DOESN'T MAKE SENSE -- YOU WOULDN"T HAVE A DOCUMENT WHOSE DATE MODIFIED OR DATE CREATED IS "DUE IN MORE THAN")

@Bullet@<:s><:#200,8486>is older than (x) days

@Dhead@<:s><:#200,8486>Searching for a field value

<:s><:#200,8486>You can search for documents that contain or do not contain a certain field value.

@See also prnt@<:s><:#200,8486>{bmc filename.bmp}

<:#600,8486>Select the field name. Choose "contains" or "does not contain" and the value for which you're searching. MUST BE A TEXT VALUE, RIGHT?? YOU DON"T HAVE TO PUT THE STRING IN QUOTES DO YOU??++

@Dhead@<:s><:#200,8486>Searching multiple fields on a form

<:s><:#600,8486>If you want to search for values in multiple fields, you can use the form search instead. Select "Form" as the search condition, and the form that contains the fields you're searching. Type the values you're looking for in the fields you want to search.

@See also prnt@<:s><:#200,8486>{bmc filename.bmp}

@Dhead@<:s><:#200,8486>Searching for words and phrases

<:#600,8486>You can search for documents that contain certain words or phrases. If you select "Any of the words," the documents can contain any of the words and phrases you specify. If you select "All of the words," the documents must contain all of the words and phras
es you specify. 

@See also prnt@<:s><:#200,8486>{bmc filename.bmp}

<:s><:#200,8486>DOES A DATABASE HAVE TO BE FULL-TEXT-INDEXED FOR THIS TO WORK???

<:s><:#400,8486>ADAPTED FROM V3 SEARCH MACRO MATERIAL - DOES IT STILL APPLY, AND IS IT CORRECT AS CHANGED:??

@Dhead@<:s><:#200,8486>About limitations on search queries

<:s><:#200,8486>Text searches <:f,,>are subject to the following limitations:

@Bullet@<:s><:#400,8486>Searches don't work on a view containing documents from multiple databases; the view must contain documents from a single database.

@Bullet@<:s><:#200,8486>Encrypted data cannot be searched. 

@Bullet@<:s><:#200,8486>File attachments and graphical data cannot be searched. STILL TRUE???

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R1,3,1,1980,1,3960,1,6480,><:#400,8486><+)>About limiting which documents are processed<-)><+*>H_ABOUT_LIMITING_WHICH_DOCUMENTS_ARE_PROCESSED<-*> 

@Ahead@<:R1,2,1,360,1,720,><:#240,8486><:f><:f,,>Ways to make agents that manage<:f><:f,,> your mai<:f200,,0,0,0>l

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,16;Index "Mail" # "ideas for managing your mail with agents"><:f><:X8,16;Index "Agents" # "that manage mail">Agents can perform a variety of routine tasks to manage your mail. For example, you can create an agent that:

@Bullet@<:R><:#200,8486><:f><:f><+)>Replies to mail while you're on vacation<-)><+*>H_REPLYING_TO_MAIL_WHILE_YOU'RE_ON_VACATION<-*> 

@Bullet@<:#200,8486><+)>Forwards documents to others<-)><+*>H_FORWARDING_YOUR_MAIL_TO_OTHERS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><-#><-#><+)>Files documents automatically<-)><+*>H_FILING_DOCUMENTS_AUTOMATICALLY<-*>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Copies documents to a folder<-)><+*>H_COPYING_DOCUMENTS_TO_A_FOLDER<-*><-#><-#>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Removes documents from a folder<-)><+*>H_REMOVING_DOCUMENTS_FROM_A_FOLDER<-*>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Archives mail to a local database<-)><+*>H_ARCHIVING_MAIL_TO_A_LOCAL_DATABASE<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Replying to mail while you're on vacation

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>You can create an agent that notifies people that you're on vacation<:X8,16;Index "Agents" # "that forward mail"><:X8,16;Index "Mail" # "forwarding with an agent">.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select your mail database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Vacation Memo."

@Numbered list@<:s><:#200,8486>Select the Run option "On Schedule Hourly" and click "Run Options."

@Numbered list@<:s><:#200,8486>Select "Run once every 4 hours."

@Numbered list@<:s><:#200,8486>Select "Don't start until this date" and enter the first day of your vacation.

@Numbered list@<:s><:#200,8486>Select "Stop running on this date" and enter the last day of your vacation.

@Numbered list@<:s><:#200,8486>Click OK.

@Numbered list@<:s><:#200,8486>Click Simple action(s), and "Add Actions."

@Numbered list@<:s><:#200,8486>Select "Reply to sender" and click "Reply to sender only."

@Numbered list@<:s><:#400,8486>Type the body text that should accompany each reply, such as, "I'm on vacation from August 5th to August 12th and will not be able to respond to your message until I return."

@Numbered list@<:s><:#200,8486>Deselect "Include copy of document."

@Numbered list@<:s><:#200,8486>Select "Reply only once per person" and click OK.

@Numbered list@<:s><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT<-*>

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Forwarding your mail to others

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,17;Index "Agents" # "that forward mail"><:X8,17;Index "Mail" # "forwarding with an agent">You want product schedules sent to you by your manager, Sandy Redlow, to be distributed to the rest of your team automatically.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select your mail database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Forward Schedules."

@Numbered list@<:s><:#200,8486>Select the Run option "On Schedule Daily."

@Numbered list@<:s><:#200,8486>Select "All new or modified documents in database" and click Add Search.

@Numbered list@<:s><:#200,8486>Select the condition "Words and Phrases," type "schedule," and click OK.

@Numbered list@<:s><:#200,8486>Click Add Search.

@Numbered list@<:s><:#200,8486>Select the condition, "Author," select "contains," type "Sandy Redlow," and click OK.

@Numbered list@<:s><:#200,8486>Click Simple action(s) and click Add Actions.

@Numbered list@<:#200,8486>Select "Send mail" and enter in the To edit box: Bryce LeMasters, Cynthia Janus, Lee Young.

@Numbered list@<:s><:#200,8486>Enter in the Subject edit box "Latest Product Schedule."

@Numbered list@<:s><:#200,8486>Select "Include copy of document" and click OK.

@Numbered list@<:s><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486>Filing documents automatically

<:s><:R1,1,1,750,><:#200,8486>You want to file any mail pertaining to your Elephant research project directly into your Elephants folder.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select your mail database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name, "File in Elephants Folder."

@Numbered list@<:s><:#200,8486>Select the Run option "If New Mail Has Arrived."

@Numbered list@<:s><:#200,8486>Click Add Search.

@Numbered list@<:s><:#200,8486>Select the condition "Words and Phrases," type "Elephants," and click OK.

@Numbered list@<:s>Click "Simple action(s) and select the action "Move to folder."

@Numbered list@<:s><:#200,8486>Select the Elephants\Budget folder and click OK.

@Numbered list@<:s><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:#220,8486>Copying documents to a folder

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,18;Index "Agents" # "that copy documents"><:X8,18;Index "Mail" # "copying with an agent"><:X8,18;Index "Documents" # "copying with an agent"><:X8,18;Index "Folders" # "using an agent to copy to">You want to file any information related to the budget fo
r your Asian elephant research project into your new Budget folder. (These folders must already exist in the database.)

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select your mail database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Filing Agent."

@Numbered list@<:s><:#200,8486>Select the Run options "Manually From Menu."

@Numbered list@<:s><:#200,8486>Select the search "All documents in database" and click Add Search

@Numbered list@<:s><:#200,8486>Select the condition "Words and Phrases," type "Elephants" and click OK.

@Numbered list@<:s><:#400,8486>Click Add Search, select the condition "Words and Phrases," and type these words in separate edit boxes: Cost, Budget, Expenses, and click OK.

@Numbered list@<:s><:#200,8486>Click "Simple action(s) and select the action "Copy to folder."

@Numbered list@<:s><:#200,8486>Select the Elephants\Budget folder and click OK.

@Numbered list@<:s><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Removing documents from a folder

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#844,8486><:X8,18;Index "Agents" # "that remove documents from folders"><:X8,18;Index "Mail" # "using an agent to remove documents from a folder"><:X8,18;Index "Folders" # "using an agent to remove documents from"><:X8,18;Index "Documents" # "using an agent to remove from folders">
The budget for your Elephant research project has been approved. You want to remove the budget documents from the Elephants\Budget folder, but copy them to the Budget History folder in case you need to refer to them later. You plan to run this agent only on
ce. After the agent runs and you've verified that the documents were transferred correctly, you will delete the Elephants\Budget folder.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select your mail database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name, "Budget Approved."

@Numbered list@<:s><:#200,8486>Select the Run option "Manually From Menu."

@Numbered list@<:s><:#200,8486>Select the search "All documents in database" and click Add Search

@Numbered list@<:s><:#200,8486>Select the condition "Words and Phrases," type "Elephants," and click OK.

@Numbered list@<:s><:#400,8486>Click Add Search, select the condition "Words and Phrases," and type these words in separate edit boxes: Cost, Budget, Expenses, and click OK.

@Numbered list@<:s><:#200,8486>Click Simple action(s) and click Add Actions.

@Numbered list@<:s><:#200,8486>Select the action "Copy to folder" and select the Budget History folder, and click OK.

@Numbered list@<:s><:#200,8486>Click Add Actions.

@Numbered list@Select the action "Remove from folder, select the Elephants\Budgets folder, and click OK.

@Numbered list@<:s><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT<-*>

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Archiving mail to a local database

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#844,8486><:X8,19;Index "Agents" # "that archive documents"><:X8,19;Index "Mail" # "using an agent to archive"><:X8,19;Index "Archiving" # "documents using an agent "><:X8,19;Index "Documents" # "using an agent to archive">You want to keep your mail database at a rea
sonable size on the server, but you also need to be able to save older documents for future reference. You add an agent that saves older documents and then deletes them from the mail database on the server. The archiving database must already exist on your 
local workstation.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select your mail database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Save Mail."

@Numbered list@<:s><:#200,8486>Select the Run option "On Schedule Weekly."

@Numbered list@<:s><:#200,8486>Select "All documents in database" and click Add Search.

@Numbered list@<:s><:#200,8486>Select the condition "By Date," select "date modified," "is older than, " and type 90.

@Numbered list@<:s><:#200,8486>Click OK.

@Numbered list@<:s><:#200,8486>Select "Simple action(s)" and click Add Actions.

@Numbered list@<:s><:#200,8486>Select the action "Copy to database," specify your local mail database, and click OK.

@Numbered list@<:s><:#200,8486>Click Add Actions, select the action "Mark document read," and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#400,8486>Click Add Actions, select the action "Remove from database," specify the mail database on your server, and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Ahead@<:s><:R1,2,1,360,1,720,><:#240,8486><:f,,>Ways to make personal agents in shared databases

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#844,8486><:X8,19;Index "Database" # "ideas for managing your own database"><:f><:X8,19;Index "Agents" # "for personal use in public databases">Private agents can perform a variety of tasks for you in databases that you read regularly. The agents are stored with the 
database, so delete your private agents when you no longer need them to save server disk space. Your access level in the Access Control List determines what you can do with documents. For example, if you have Reader access, you won't be able to change the c
ontents of documents.

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>You can create your own agent in a shared database that:

@Bullet@<:R><:#400,8486><:f><:f><+)>Forwards interesting documents to you or someone else automatically<-)><+*>H_FORWARDING_DOCUMENTS_AUTOMATICALLY<-*> 

@Bullet@<:#200,8486><:f,BArial,><+)>Generates newsletters that highlight notable documents<-)><:f><+*>H_SENDING_NEWSLETTERS<-*> 
<:f>

@Bullet@<:#200,8486><:f,BArial,><+)>Copies documents to another database<-)><:f><+*>H_COPYING_DOCUMENTS_TO_ANOTHER_DATABASE<-*> 

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Forwarding documents automatically

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,19;Index "Agents" # "that forward documents"><:X8,19;Index "Documents" # "forwarding with an agent">You want the Product Design manager to be notified of new documents in the Problem Report database that pertain to product enhancements. 

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Problem Report database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Forward Product Suggestions to Manager."

@Numbered list@<:s><:#200,8486>Select the Run option "On Schedule Daily."

@Numbered list@<:s><:#200,8486>Select "All new or modified documents in database" and click Add Search.

@Numbered list@<:s><:#200,8486>Select  the condition "by Field" and select the ReportType field.

@Numbered list@<:s><:#200,8486>Select "contains" type the words Enhancement Request, and click OK.

@Numbered list@<:s><:#200,8486>Click Simple action(s) and click Add Actions.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Select "Send mail" and enter in the To edit box: Shoshi Feldman.

@Numbered list@<:s><:R><:#200,8486>Enter in the Subject edit box "New Enhancement Request."

@Numbered list@<:s><:#200,8486>In the Body text field, type "Double-click this doclink to see a new enhancement request."

@Numbered list@<:s><:#200,8486>Select "Include DocLink to document" and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Sending newsletters

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486><:X8,20;Index "Agents" # "that send personal newsletters"><:X8,20;Index "Documents" # "using a personal agent to send summaries of"><:X8,20;Index "Newsletter" # "using a personal agent to send summary">To help you prepare an advertising proposal for a new b
aby lotion, you want to create an agent in a news database that searches for documents that pertain to baby products and mails you a newsletter summary once a day. 

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the News database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name, "Search for Baby Product News."

@Numbered list@<:s><:#200,8486>Select the Run option "On Schedule Hourly" and click "Run Options."

@Numbered list@<:s><:#200,8486>Select "Run once every 4 hours," starting at 5 A.M. and running until 11 P.M.

@Numbered list@<:s><:#200,8486>Select "Don't run on weekends" and click OK.

@Numbered list@<:#200,8486>Select "All new and modified documents"and click Add Search.

@Numbered list@<:s><:#200,8486>Select the condition "by Date."

@Numbered list@<:s><:#200,8486>Select "date created," "is in the last," enter 180, and click OK.

@Numbered list@<:s><:#200,8486>Click Add Search, select the condition "Words or Phrases" and Any.

@Numbered list@<:s><:#200,8486>Type into each edit box: "baby, lotion, infant, skin, cream" and click OK.

@Numbered list@<:s><:#200,8486>Click Simple action(s) and click Add Actions.

@Numbered list@<:s><:#200,8486>Select the action Send newsletter summary and type your name in the To: edit box.

@Numbered list@<:s><:#200,8486>Type as the Subject "News about baby lotion" and as the body text "From the news database:"

@Numbered list@<:s><:#200,8486>Select "Include summary for each document" and select the News by Source view.

@Numbered list@<:s><:#200,8486>Select "Gather at least 3 documents before mailing and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Copying documents to another database

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,21;Index "Agents" # "that copy documents"><:X8,21;Index "Documents" # "using an agent to copy documents">You want any news about your competitors, Big Guy Movers and Haul It Fast, to be copied from the Industry News database to your team's Marketing St
rategies database. 

@Numbered list@<:s><:R1,1,1,750,><:#400,8486>Copy the Industry News form and view and paste them in your Marketing Strategies database (so news items can be viewed with their original forms).

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Industry news database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name, "Send Competitor News."

@Numbered list@<:s><:#200,8486>Select the Run option "On schedule daily."

@Numbered list@<:s><:#200,8486>Select "All new or modified documents since last run" and click Add Search.

@Numbered list@<:s><:#200,8486>Select "Words and Phrases" and Any.

@Numbered list@<:s><:#200,8486>Enter the phrases "Big Guy Movers" and "Haul It Fast" and click OK.

@Numbered list@<:s><:#200,8486>Click "Simple action(s)" and click "Add Actions."

@Numbered list@<:s><:#200,8486>Select the action "Copy to database," select the Marketing Strategies database, and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Ahead@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#269,8486><:f,,>Ways to make <:f><:f,,>agents that are<:f><:f,,> <:f><:f,,>part of a database design

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486>Agents are an effective tools for designing an automated database that can distribute news, reminders, and responses. These type of agents generally run on a schedule, without intervention from you or other users.

<:s><:R1,2,1,360,1,720,><:#200,8486>Examples include:

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>Selecting documents for other agents to process<-)><+*>H_SELECTING_DOCUMENTS_FOR_OTHER_AGENTS_TO_PROCESS<-*>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Mailing notices<-)><+*>H_MAILING_NOTICES<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Tracking overdue work<-)><+*>H_TRACKING_OVERDUE_WORK<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Sending announcements<-)><+*>H_SENDING_ANNOUNCEMENTS<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>Sending automatic replies to questionnaire respondents<-)><+*>H_SENDING_AUTOMATIC_REPLIES_TO_QUESTIONNAIRE_RESPONDENTS<-*>

<:R1,2,1,360,1,720,><:#200,8486><+*>ADD MORE COMPLEX EXAMPLES??++

<:R1,2,1,360,1,720,><:#200,8486><+*>MORE WORKFLOW EXAMPLES??++

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Selecting documents for other agents to process

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486>You want to create an agent that selects all Action Item documents in the Meeting Tracking database. You're going to combine this agent with other agents to process the documents in different ways.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Meeting Tracking database and choose Create - Agent.

@Numbered list@<:s><:R>Give the agent the name, "Find Action Items" and select Shared Agent.

@Numbered list@<:s><:#200,8486>Select the Run option "Manually."

@Numbered list@<:s><:#200,8486>Select "All documents in database" and click "Add Search."

@Numbered list@<:s><:#200,8486>Select "Uses form," select "Action Item," and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Click Add Search and select "By field" and select Status, contains, Open.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Mailing notices

<:s><:R><:#400,8486>NEEDS TO BE TESTED<:X8,22;Index "Agents" # "that mail reminders"><:X8,22;Index "Mailing" # "using an agent to mail reminders"><:X8,22;Index "Reminders" # "using an agent to mail">You want action items from the weekly meeting 
<:f,,>to be mailed from the Meeting Tracking <:f><:f,,>database to the people who are assigned to each task<:f><:f,,>.

<:s><:#400,8486><:f,,>This example assumes you have created the "Find Action Items" agent described in 
<:f><:f,,>"Selecting documents for other agents to process."

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Meeting Tracking database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name, "Mail Action Items" and select Shared Agent.

@Numbered list@<:s><:#200,8486>Select the Run option "On Schedule Weekly" and click Run Options.

@Numbered list@<:s><:#200,8486>Select On Wednesday at 5 P.M. and click OK.

@Numbered list@<:s><:#200,8486>Select "All new or modified documents in database" and click "Add Search."

@Numbered list@<:s><:#200,8486>Select Simple action(s) and click Add Actions.

@Numbered list@<:s><:#400,8486>Select Run agent, select "Select Action Items," and click OK. IS THE ORDER THAT YOU SELECT ACTIONS IMPORTANT??

@Numbered list@<:s><:#200,8486>Click Add Actions, select the action Send Mail and click More.

@Numbered list@<:s><:#200,8486>In the To edit box, click Formula and type this formula:

@1st lev para@<:s><:#200,8486>AssignedTo 

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>In the Subject edit box, click Formula, type this formula and click OK:

@1st lev para@<:R1,2,1,360,1,720,><:#200,8486>ActionItem + ", due " + @Text(DueDate)

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>In the Body edit box, type:

@1st lev para@<:s><:R1,2,1,360,1,720,><:#200,8486>This action item has been assigned to you.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Select "Include copy of document" and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#400,8486><+)>Selecting documents for other agents to process<-)><+*>H_SELECTING_DOCUMENTS_FOR_OTHER_AGENTS_TO_PROCESS<-*>

@Crossref@<:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Tracking overdue work

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>NEEDS TO BE TESTED

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,23;Index "Agents" # "that track overdue work"><:X8,23;Index "Tracking" # "using an agent to track overdue work"><:X8,23;Index "Overdue" # "using an agent to track overdue work">In the Meeting Tracking database, you want to 
<:f><:f,,>find<:f><:f,,> action items whose due date has passed and then mail reminders to the people assigned to do them. 
<:f>

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:f,,>This example assumes you have created the "Mail Action Items" agent described in 
<:f><:f,,>"Selecting documents for other agents to process."<:f>

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Meeting Tracking database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Send Reminders" and select "Shared Agent."

@Numbered list@<:s><:#200,8486>Select the Run option "On schedule daily."

@Numbered list@<:s><:#200,8486>Select "All documents in database" and click Add Search.

@Numbered list@<:#200,8486>Select By Field, select OverDue, does not contain, "".

@1st lev para@<:s><:#200,8486>Overdue is a computed field that uses the formula

@1st lev para@<:#200,8486>@If(DueDate=@Today;"Yes";"")

@Numbered list@<:s><:#200,8486>Select Simple action(s) and click Add Actions.

@Numbered list@<:s><:#200,8486>Select Run agent, select "Mail Action Items," and click OK. 

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Mailing notices<-)><+*>H_MAILING_NOTICES<-*>

@Crossref@<:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Sending announcements

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#844,8486><:X8,23;Index "Agents" # "that send public newsletters"><:X8,23;Index "Documents" # "using a public agent to send summaries of"><:X8,23;Index "Newsletter" # "using a public agent to send summary"><:f>You are designing a Corporate Announcements database. The
 database managers want to be able to send a notice that contains doclinks to some important announcements. They'll decide on a case-by-case basis which documents are sent out by selecting them from the view before running the agent.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Corporate Announcements database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Mail announcements" and select "Shared Agent."

@Numbered list@<:s><:#200,8486>Select the Run option "Manually."

@Numbered list@<:s><:#200,8486>Select "Selected documents in view."

@Numbered list@<:s><:#200,8486>Select Simple action(s) and click Add Actions.

@Numbered list@<:s><:#200,8486>Select Send newsletter summary.

@Numbered list@<:s><:#200,8486>In the To edit box, type "All Personnel" (this is a group in the Name & Address Book).

@Numbered list@<:s><:#200,8486>In the Subject edit box, type: Important Announcements.

@Numbered list@<:s><:#200,8486>In the Body edit box, type:

@1st lev para@<:s><:R1,2,1,360,1,720,><:#200,8486>Please note the following new announcements:

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Select "Include summary for each document using view: All By Date" and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486>Sending automatic replies to questionnaire respondents

<+@><:s><:R><:#400,8486><:X8,24;Index "Agents" # "that reply automatically"><:X8,24;Index "Documents" # "using a public agent to reply automatically"><:X8,24;Index "Replying" # "using an agent to respond automatically">For a mail-in Survey database that collects employees response
s about the company's benefits package, you create an automatic response agent so employees receive a confirmation that the survey arrived.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Survey database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Send Thank-You" and select "Shared Agent."

@Numbered list@<:s><:#200,8486>Select the Run option "If New Mail Has Arrived."

@Numbered list@<:s><:#200,8486>Select Simple action(s) and click Add Actions.

@Numbered list@<:s><:#200,8486>Select "Reply to sender" and "Reply to sender only."

@Numbered list@<:s><:#200,8486>In the Body edit box, type:

@1st lev para@<:s><:R1,2,1,930,1,3720,><:#400,8486>Thank you for taking the time to respond to our survey. We will distribute the results as soon as they are ready.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Ahead@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#269,8486>Ways to make agents for database redesign and maintenance

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#1055,8486><:X8,24;Index "Database" # "ideas for using agents to maintain databases"><:f><:X8,24;Index "Design" # "ideas for using agents to maintain databases"><:f><:X8,24;Index "Database" # "ideas for using agents to redesign databases"><:f><:X8,24;Index "Design" # "ideas for using agents to redesign databases">
<:f><:X8,24;Index "Agents" # "that maintain databases"><:X8,24;Index "Agents" # "that redesign databases"><:X8,24;Index "Maintaining" # "databases with agents"><:X8,24;Index "Redesiging" # "databases with agents">Tasks such as updating documents to adhere t
o a form redesign, changing field values for multiple documents, or archiving older documents are time-consuming to do for individual documents. Creating agents that modify documents under certain conditions is an easier way to keep databases up-to-date. Th
ese types of agents are generally run manually, but if they are regular tasks, you may want to run them on a schedule instead.

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>Examples include:

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Adding a field<-)><+*>H_ADDING_A_FIELD<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Deleting a field<-)><+*>H_DELETING_A_FIELD<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Renaming a field<-)><+*>H_RENAMING_A_FIELD<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>Cleaning up field values after redesigning<-)><+*>H_CLEANING_UP_FIELD_VALUES_AFTER_REDESIGNING<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Deleting documents<-)><+*>H_DELETING_DOCUMENTS<-*>

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>Removing the stored form from documents<-)><+*>H_REMOVING_THE_STORED_FORM_FROM_DOCUMENTS<-*>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Maintaining the ACL<-)><+*>H_MAINTAINING_THE_ACCESS_CONTROL_LIST<-*>

@Bullet@<:R1,2,1,360,1,720,><:#400,8486><+)>Archiving documents to another database<-)><+*>H_ARCHIVING_DOCUMENTS_TO_ANOTHER_DATABASE<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Changing an author's name<-)><+*>H_CHANGING_AN_AUTHOR'S_NAME<-*> 

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Reassigning action items<-)><+*>H_REASSIGNING_ACTION_ITEMS<-*> 

@Bhead title@<:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486><:f,,>Adding a field<:f>

<:R><:#200,8486><:X8,25;Index "Agents" # "using to add fields"><:X8,25;Index "Forms" # "using an agent to add fields to"><:f><:X8,25;Index "Fields" # "using an agent to add"><:X8,25;Index "Adding" # ""fields using an agent"><:f,,>Beyond basic field maintenance, you can do 
more complicated things with agents by creating new<:f><:f,,> fields. 

<:s><:#800,8486>The Customer Contacts database tracks both people and companies. You want to add a new field to all existing documents that combines a person</R>s first and last name (if the Person form was used to create the document), or the company name (if the Company 
form was used to create the document). You want the name of the new field to be Title. 

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Customer Contacts database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Add Title Field."

@Numbered list@<:s><:#200,8486>Select Manually.

@Numbered list@<:s><:#200,8486>Select "All documents in database."

@Numbered list@<:s><:#200,8486>Select Formula and enter:

@1st lev para@<:s><:#800,8486><:f180, Helvetica,0,0,0>Name := FirstName + " "<:f><:f180, Helvetica,0,0,0> + LastName;<**>Company := CompanyName + 
<:f><:f180, Helvetica,0,0,0>", Inc."<:f><:f180, Helvetica,0,0,0>;<**>SELECT Form = "<:f><:f180, Helvetica,0,0,0>Person"<:f><:f180, Helvetica,0,0,0>:"<:f><:f180, Helvetica,0,0,0>Company"<:f><:f180, Helvetica,0,0,0>;<**>FIELD Title := @If(Form="<:f><:f180, Helvetica,0,0,0>
Person"<:f><:f180, Helvetica,0,0,0>;Name;Company);<:f>

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#110,8486>

@See also btn@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Details<-)><+*>H_DETAILS:_ADDING_A_FIELD<-*>

@Chead title@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#221,8486>Details: Adding a field

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>The formula shown in the example is explained line by line as follows:

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486>Line 1:	Creates the temporary field Name, which consists of the contents of the field FirstName, a space, and the contents of the field LastName.

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486>Line 2:	Creates the temporary field Company, which consists of the contents of the field CompanyName, a comma, a space, and the string 
</S>Inc.</T>

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486>Line 3:	Selects only those documents created with the Person form or the Company form; rejects any documents that were not created with these forms (thus refining the list of documents selected in the search query).

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486>Line 4:	Creates a new, permanent field named Title. Because the keyword FIELD was used, Notes knows to add Title to the document, rather than treat it as a temporary field. 

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486>If a document was created using the Person form, the Title field is assigned the contents of the temporary field Name; if the document was created with any other form (specifically, the Company form), the Title field is assigned the contents of the temporar
y field Company.

@See also hlp@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#281,8486>

@See also btn@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486><:f,,>Deleting a field

<:s><:R><:#400,8486><:X8,25;Index "Agents" # "using to delete fields"><:X8,25;Index "Forms" # "using an agent to delete fields from"><:f><:X8,25;Index "Fields" # "using an agent to delete"><:X8,25;Index "Deleting" # ""fields using an agent"><:f,,>You want to remove the read ac
cess list from all Scheduling documents<:f><:f,,>, making them available to all the database<:f><:f,,> users. You do this by writing a formula that 
<:f><:f,,>deletes the $READERS field <:f><:f,,>that stores<:f><:f,,> the 
<:f><:f,,>list.<:f>

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Customer Tracking database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent  name "Delete Field."

@Numbered list@<:s><:#200,8486>Select Manually.

@Numbered list@<:s><:#200,8486><:f,,>Select "All documents in database"<:f><:f,,> and click Add Search.

@Numbered list@<:s><:#200,8486><:f,,>Select "Uses form," <:f><:f,,>select Scheduling, and click OK.

@Numbered list@<:s><:#200,8486>Select Formula and enter:

@1st lev para@<:s><:#200,8486><:f180, Helvetica,0,0,0>FIELD $READERS := @De<:f><:f180, Helvetica,0,0,0>leteField;<:f>

@1st lev para@<:#400,8486>IS THERE SOME REASON THAT $FIELDS WON'T DELETE -- TRIED IT WITH $REVISIONS AND IT DIDN"T WORK

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486><:f,,>Renaming <:f><:f,,>a field<:f>

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486><:X8,26;Index "Agents" # "using to rename fields"><:X8,26;Index "Forms" # "using an agent to rename fields from"><:f><:X8,26;Index "Fields" # "using an agent to rename"><:X8,26;Index "Renaming" # ""fields using an agent"><:X8,26;Index "Changing" # "name of fields using an agent">
Your company undergoes reorganization and you now have Area Managers instead of Regional Managers. You redesign the Sales Meeting form to rename the RegionalManagers field to AreaManagers, but you also need to update all existing documents.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Sales Discussion database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Company Update."

@Numbered list@<:s><:#200,8486>Select Manually.

@Numbered list@<:s><:#200,8486><:f,,>Select <:f>"All documents in database<:f,,>"<:f> and click Add Search.

@Numbered list@<:s><:#200,8486>Select Uses form, select the Sales Meeting form, and click OK.

@Numbered list@<:s><:#200,8486>Select Formula and type:

@1st lev para@<:s><:R1,1,1,720,><:#200,8486><:f180, Helvetica,0,0,0>FIELD Area<:f><:f180, Helvetica,0,0,0>Manager := RegionalManager;

@1st lev para@<:s><:R1,1,1,720,><:#200,8486><:f180, Helvetica,0,0,0>FIELD RegionalManager := @DeleteField;<:f>

@1st lev para@<:R1,1,1,720,><:#200,8486><:f180, Helvetica,0,0,0>@Command(<[>ToolsMarkAllRead])

@1st lev para@<:s><:R1,1,1,720,><:#200,8486><:f180, Helvetica,0,0,0>CORRECT<:f><:f180, Helvetica,0,0,0> FORMULA ??++

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486><:f,,>Cleaning up <:f><:f,,>field values after redesigning<:f>

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#889,8486><:X8,26;Index "Agents" # "using to update documents after redesign"><:X8,26;Index "Forms" # "using an agent to update fields after redesigning"><:f><:X8,26;Index "Fields" # "using an agent to update after redesign"><:X8,26;Index "Redesigning" # ""using an agent to update fields">
<:X8,26;Index "Documents" # "using an agent to update fields after redesigning"><:f180, Helvetica,0,0,0>You have a discussion database that has been in use for a while and you realize that you forgot to use an input translation formula for the Subject field
 to standardize the way the entries look in views. You add the input translation formula 
<:f>@Trim(@ProperCase(Subject)); to <:f180, Helvetica,0,0,0>the Subject field in the Main Topic form so that all new documents are standardized 
<:f><:f180, Helvetica,0,0,0>when they are saved.

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#221,8486><:f180, Helvetica,0,0,0>You also want to clean up the subject lines for all existing documents.

@Numbered list@<:s><:R><:#200,8486>Select the Discussion database and choose Create - Agent.

@Numbered list@<:s><:#200,8486>Give the agent the name "Clean Up Subject Field."

@Numbered list@<:s><:#200,8486>Select Manually.

@Numbered list@<:s><:#200,8486><:f,,>Select <:f>"All documents in database<:f,,>"<:f> and click Add Search.

@Numbered list@<:s><:#200,8486>Select "Uses form," select Main Topic, select Response, and click OK.

@Numbered list@<:s><:#200,8486>Select Formula and type:

@1st lev para@<:s><:R1,2,1,360,1,720,><:#200,8486>SUBJECT:= @Trim(@ProperCase(Subject));

@1st lev para@<:R1,1,1,720,><:#200,8486><:f180, Helvetica,0,0,0>@Command(<[>ToolsMarkAllRead])

@1st lev para@<:s><:R1,1,1,720,><:#200,8486><:f180, Helvetica,0,0,0>CORRECT<:f><:f180, Helvetica,0,0,0> FORMULA ??++<:f>

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486>Deleting documents using an agent

<:s><:R1,2,1,360,1,720,><:#400,8486>You want to periodically trim down the Announcements database to delete any documents that didn't originate from the Corporate Communications department.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Select the Announcements database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Cleanup" and click Public.

@Numbered list@<:s><:#200,8486>Select "On Schedule Weekly."

@Numbered list@<:s><:#200,8486><:f,,>Select <:f>"All documents in database<:f,,>"<:f> and click Add Search.

@Numbered list@<:s><:#200,8486>Select by Field, From, does not contain, Corporation Communications, and click OK.

@Numbered list@<:s><:#200,8486>Select Simple action and click Add Action.

@Numbered list@<:s><:#200,8486>Select Delete from database and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Removing the stored form from documents

<+@><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#1055,8486><:X8,27;Index "Agents" # "using to remove stored form from documents"><:X8,27;Index "Forms" # "using an agent to removed stored form"><:f><:X8,27;Index "Fields" # "removing $Title field using an agent"><:f><:X8,27;Index "Documents" # "using an agent to remove stored from from documents">
<:X8,27;Index "Stored form" # "removing from document">When users fill out travel requests, the requests are mailed to their managers for approval. The Travel Request form has the option "Store form in documents" selected because managers don't have the Tra
vel Request form in their mail databases. After managers review the travel request, they mail the document back to the Travel Request database. You want to create an agent that removes the stored from the returned documents to save disk space.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Select the Travel Request database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Remove Stored Form" and select Shared Agent.

@Numbered list@<:s><:#200,8486>Select "If New Mail Has Arrived."

@Numbered list@<:s><:#200,8486>Select Formula and type:

@1st lev para@<:R1,2,1,360,1,720,><:#200,8486>SELECT $TITLE="Travel Request";

@1st lev para@<:R1,2,1,360,1,720,><:#200,8486>$TITLE:=@DeleteField;

@1st lev para@<:R1,2,1,360,1,720,><:#200,8486>$INFO:=@DeleteField;

@1st lev para@<:R1,2,1,360,1,720,><:#200,8486>$WINDOWTITLE:=@DeleteField;

@1st lev para@<:R1,2,1,360,1,720,><:#200,8486>$BODY:=@DeleteField;

@1st lev para@<:R><:#200,8486>FORM:="Travel Arrangements";

@1st lev para@<:s><:#400,8486>This formula removes the fields used by the stored Travel Request form and creates a FORM field in which to store the Travel Arrangements form.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

<:s><:R1,2,1,360,1,720,><:#400,8486>For more information about seeing the fields associated with a document, see "Viewing fields within a document" in Chapter 10.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R1,2,1,360,1,720,><:#200,8486><+)>Viewing fields within a document<-)><+*>H_VIEWING_FIELDS_WITHIN_A_DOCUMENT<-*>

@Crossref@<:R1,2,1,360,1,720,><:#200,8486><+)>Storing the form in documents<-)><+*>H_STORING_THE_FORM_IN_DOCUMENTS<-*>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Maintaining the access control list

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486><:X8,28;Index "Agents" # "combining LotusScript and @functions in"><:X8,28;Index "LotusScript" # "combining with @functions in agents"><:X8,28;Index "@functions" # "combining with LotusScript in agents">NEED HELP WITH EXAMPLE

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>NEED MORE EXAMPLES FOR LOTUSSCRIPT

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#211,8486>ACL maintenance??

@Numbered list@<:s><:R><:#400,8486>Select the database and choose Create - Agent . WILL THIS BE PUT BACK INTO THE MENU?? -- IT'S ONLY IN THE AGENT BUILDER NOW BY CLICKING THE NEW BUTTON.

@Numbered list@<:s><:#200,8486>Give the agent the name "Maintain ACL."

@Numbered list@<:s><:#200,8486>Click Script.

@Numbered list@<:s><:#400,8486>Write a LotusScript program that selects documents and adds an action by choosing Agent - Edit LotusScript or by clicking Exit to Script.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Details<-)><+*>H_DETAILS:_MAINTAINING_THE_ACL<-*>

@Crossref@<:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Chead title@<:s><:R1,2,1,360,1,720,><:#200,8486><:f>Details: Maintaining the access control list

<:s><:R1,2,1,360,1,720,><:#200,8486>The formula... +++ TO COME

@Bhead title@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Archiving documents to another database

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,28;Index "Agents" # "using to archive"><:X8,28;Index "Archiving" # "documents in a public database"><:X8,28;Index "Database" # "using an agent to archive documents"><:X8,28;Index "Documents" # "using an agent to archive">You want to add an agent to a S
ervice Tracking database that sends completed requests to an archive database automatically and then deletes them from the active Service Tracking database.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Service Tracking database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Archive Completed Requests" and select "Shared Agent."

@Numbered list@<:s><:#200,8486>Select "On schedule weekly."

@Numbered list@<:s><:#200,8486>Select "All new or modified documents in database" and click Add Search.

@Numbered list@<:s><:#200,8486>Select "By field," Status, contains, Completed and click OK.

@Numbered list@<:s><:#200,8486>Select Simple action(s) and click Add Actions.

@Numbered list@<:s><:#200,8486>Select "Copy to database," select the Archive database and click OK.

@Numbered list@<:s><:#200,8486>Select "Delete from database" and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486>Changing an author's name

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#633,8486><:X8,29;Index "Agents" # "using to change author's name"><:X8,29;Index "Name" # "using an agent to change an author's name"><:X8,29;Index "Author" # ""using an agent to change an author's name"><:X8,29;Index "Changing" # "author's name with an agent ">In a 
Problem Report database, you want to change the documents Mary Peters created under her maiden name to display her married name, so the documents are categorized together in the By Author view. 

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Problem Report database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Change Author Name."

@Numbered list@<:s><:#200,8486>Select "Manually From Menu."

@Numbered list@<:s><:#200,8486>Select "All documents in database" and click Add Search.

@Numbered list@<:#200,8486>Select By Author, contains, Mary Holloway, and click OK.

@Numbered list@<:s><:#200,8486>Select Simple action(s) and click Add Actions.

@Numbered list@<:s><:#200,8486>Select Modify field, select the Author field, and specify Mary Peters.

@Numbered list@<:s><:#200,8486>Click Replace Value and click OK.

@Numbered list@<:s><:#200,8486>Click Add Actions, select "Mark document as read," and click OK.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Reassigning action items

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#844,8486><:X8,29;Index "Agents" # "using to reassign work"><:X8,29;Index "Reassigning" # "using an agent to reassign work">The Customer Tracking database includes action items. Isabel Jenni has left the company and Chris Sero has taken her place as an account specia
list. As the Account Manager, you need to reassign Isabel's action items to Chris and then mail the action item documents to Chris, so he knows about them. This agent runs when the Action Items view is displayed.

@Numbered list@<:s><:R1,1,1,750,><:#200,8486>Select the Customer Tracking database and choose Create - Agent.

@Numbered list@<:s><:R><:#200,8486>Give the agent the name "Reassign Action Items."

@Numbered list@<:s><:#200,8486>Select "Manually From Menu."

@Numbered list@<:s><:#200,8486>Select "All documents in view" and click Add Search.

@Numbered list@<:s><:#200,8486>Select "By field", select AssignedTo, contains, Isabel Jenni, and click OK.

@Numbered list@<:s><:#200,8486>Select Simple action(s) and click Add Actions.

@Numbered list@<:s><:#200,8486>Select Modify field, select AssignedTo, enter Chris Sero as the field value.

@Numbered list@<:s><:#200,8486>Click Replace Value and click OK.

@Numbered list@<:s><:#200,8486>Click Add Actions and select Send mail.

@Numbered list@<:s><:#200,8486>In the To edit box, type: Chris Sero.

@Numbered list@<:s><:#200,8486>In the Subject edit box, type: action items.

@Numbered list@<:s><:#200,8486>Select Include doclink to document and click OK.

@1st lev para@<:#200,8486>(WILL THIS CAUSE MULTIPLE DOCLINKS IN ONE MEMO??)++

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC and click Yes to close and save the agent.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Press ESC to close the database.

@See also hlp@<:s><:R1,2,1,360,1,720,><:#110,8486>

@See also btn@<:s><:R1,2,1,360,1,720,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Ways to test an agent<-)><+*>H_WAYS_TO_TEST_AN_AGENT

@Crossref@<:#200,8486><+)>Checking the Agent Log<-)><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Ahead@<:s><:R1,2,1,360,1,720,><:#240,8486>Ways to test an agent

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><-#><-#><+)>Running an agent simulation<-)><+*>H_RUNNING_AN_AGENT_SIMULATION<-*><-#><-#>

@Bullet@<:R1,2,1,360,1,720,><:#200,8486><+)>Running a full agent test<-)><+*>H_RUNNING_A_FULL_AGENT_TEST<-*>

@Bhead title@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Running an agent simulation

<:s><:R1,1,1,720,><:#200,8486>You can quickly test an agent by simulating a run.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Select the database and choose View -  Agents.

@Numbered list@<:s><:R1,2,1,360,1,720,><:#200,8486>Select the agent and choose Actions - Test Agent.

@Numbered list@<:s><:R><:#400,8486>Read the Test Report that describes how many documents would be processed and what action would be taken if the agent were actually run and click OK.

@Numbered list@<:s><:#400,8486>If the test produced unexpected results, make changes to the agent to fix the problems and run the test again.

@Numbered list@<:s><:#200,8486>When the test shows no problems, press ESC and click Yes to close and save the agent.

@Bhead title@<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#240,8486>Running a full agent test

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#844,8486><:X8,30;Index "Testing" # "agents"><:X8,30;Index "Agents" # "testing">Always test a new agent before running it on actual documents in a live database. For agents that have multiple steps or complex tasks, split the process into several smaller tasks and cr
eate an agent for each. Test and fix each smaller agent first. When everything is working correctly, combine the agents into one and then test it again, as described below.

@Numbered list@<:s><:R><:#200,8486>Choose File - Database - New Copy to make a test copy of the database, with documents. 

@1st lev para@<:s><:#200,8486>For all agents except those that act on mailed documents, the test copy can be local.

@Numbered list@<:s><:#600,8486>If the agent is supposed to work on mailed documents, your test database needs to be on a server, and a mail-in database document must exist in the public Name & Address Book. Mail a few documents to the test database.

@Numbered list@<:s>If the agent is supposed to work on pasted documents, paste a few documents into the database before running the test.

@Numbered list@<:s><:#200,8486>Select the database and choose View -  Agents.

@Numbered list@<:s><:#200,8486>Select the agent you're testing and choose Actions - Run Agent.

@Numbered list@<:s><:#400,8486>Make changes to the agent to fix any problems that the test run shows and if necessary create a new copy of the database to run the agent again.

@Numbered list@<:s><:#200,8486>When the test shows no problems, copy the tested agent to the live database.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+)>Copying an agent to another database<-)><+*>H_COPYING_AN_AGENT_TO_ANOTHER_DATABASE<-*>

@Crossref@<:#200,8486><+*><+)>Checking the Agent Log<-)><-*><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Ahead@<:s><:R1,2,1,360,1,720,><:#240,8486>Running an agent from the workspace

@Numbered list@<:s><:R><:#200,8486>Double-click the database.

@Numbered list@<:s><:#200,8486>Open the relevant view if the action is associated with a particular view.

@Numbered list@<:s><:#400,8486>Select relevant documents if the action is associated with particular documents by clicking in the left selection column next to the document name.

@Numbered list@<:s><:#200,8486>Choose Actions and the name of the agent.

@Numbered list@<:s><:#400,8486>If you are prompted about which document the agent should process, select: WILL THIS STILL HAPPEN OR IS PROMPT OPTION GONE??

@Indnt bullet@<:s><:#200,8486>The current document if you want the agent to run only on the document you have highlighted.

@Indnt bullet@<:s><:#200,8486>Selected documents if you want the agent to run on all the documents you selected.

@Indnt bullet@<:s><:#200,8486>All documents in the view if you want the agent to process all the documents listed.

@Numbered list@<:s><:#200,8486>Click OK. 

@Numbered list@<:s><:#200,8486>Click OK to close the Agent Log after reading it.

@See also hlp@<:s><:#110,8486>

@See also btn@<:s><:#200,8486>

@Crossref@<:#200,8486><+*><+)>Checking the Agent Log<-)><-*><+*>H_CHECKING_THE_AGENT_LOG<-*>

@Bhead title@<:s><:R1,2,1,360,1,720,><:#220,8486>Details: Running an agent from the workspace

<:s><:R1,2,1,360,1,720,><:#400,8486>++ Mention the changes to the Names and Address book to limit those people allowed to run LotusScript agents on a specific Server?? ++

@Ahead@<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#269,8486><:f>Working in the Agents window

<+@><:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486>You can edit, disable, delete, run, or create agents in t<:X8,31;Index "Agents" # "window"><:X8,31;Index "Window" # "agents window"><:X8,31;Index "Agents" # "editing"><:X8,31;Index "Editing" # "agents"><:X8,31;Index "Agents" # "disabling"><:X8,31;Index "Disabling" # "agents">
<:X8,31;Index "Agents" # "deleting"><:X8,31;Index "Deleting" # "agents"><:X8,31;Index "Agents" # "running from agents window"><:X8,31;Index "Running" # "agents from agents window"><:X8,31;Index "Log" # "viewing agents log"><:X8,31;Index "Agents" # "viewing agent log">
he Agents window. You can also view the Agent Log. Non-designers can only see shared agents and their own private agents.

@Numbered list@<:s><:R><:#200,8486>Select the database and choose View -  Agents.

@1st lev para@<:s><:#200,8486>{bmc filename.bmp}

@Numbered list@<:s><:#200,8486>To edit an agent, double-click the agent name or highlight the agent and click Edit.

@Numbered list@<:s><:#400,8486>To disable (or enable) a scheduled agent, highlight the agent name, and select Agent - Enable (Disable) Agent. -- TRUE, NOT WORKING IN BUILD 126??. 

@Numbered list@<:s><:#200,8486>To delete an agent, highlight the agent name, and choose Edit - Clear.

@Numbered list@<:s><:#200,8486>To run an agent immediately, highlight the agent name and choose Actions - Run Agent.

@1st lev para@<:#1000,8486>This works for any agent, except those that can only run when a view is open. A scheduled agent resumes its original schedule after running immediately. For example, a once-an-hour agent runs one hour after you run it from the Agents window. REVIEWER QUESTI
ON -- DOES IT REVERT TO THE ORIGINAL SCHEDULE, OR DOES IT SET A NEW SCHEDULE BASED ON THE RUN TIME YOU JUST DID??++

@Numbered list@<:s><:#400,8486>To test an agent, highlight the agent you want to test and choose Agent - Test Run Agent; click OK to close the Log.

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@Ahead@<:s><:R1,2,1,360,1,720,><:#240,8486>Checking the Agent Log

<:s><:I0,0,0,0><:S+-1><:R1,2,1,360,1,720,><:#422,8486><:X8,32;Index "Log" # "viewing agents log"><:X8,32;Index "Agents" # "viewing agent log"><:X8,32;Index "Viewing" # "agent log">Every time an agent runs, it writes a report that includes when it ran, how many documents it ran on, and what action it took on th
e documents. Each new run of the agent writes over the previous log report.

<:s><:R1,2,1,360,1,720,><:#200,8486>To view the most recent Agent Log:

@Numbered list@<:s><:R><:#200,8486>Select the database and choose View -  Agents.

@Numbered list@<:s><:#200,8486>Select the agent whose log you want to check and choose Actions - Agent Log.

@Numbered list@<:s><:#200,8486>Click OK to close the Log window.

@Numbered list@<:s><:#200,8486>Press ESC to close the database.

@See also prnt@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#200,8486>For more information about the Agents window, see "Working in the Agents window."

@See also hlp@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#110,8486>

@See also btn@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#200,8486>

@Crossref@<:R><:#200,8486><+)>Details<-)><+*>H_DETAILS:_CHECKING_THE_AGENT_LOG<-*>

@Crossref@<:#200,8486><+)>Working in the Agents window<-)><+*>H_WORKING_IN_THE_AGENTS_WINDOW<-*> 

@Bhead title@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#220,8486>Details: Checking the Agent Log

<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#400,8486>If there is no Log (because the agent has never been run), you see the message "This agent has never been run before."

@Ahead@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#240,8486>Disabling all agents in a database

<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#200,8486><:X8,32;Index "Disabling" # "agents"><:X8,32;Index "Agents" # "disabling"><:f><:X8,32;Index "Database" # "disabling agents"> THIS NEEDS TO BE ADDED TO MAYDAY<:f>

<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#400,8486><:f,,>You can <:f><:f,,>disable all agents in a database - DOES THIS DISABLE SCHEDULED AND MANUAL AGENTS, SHARED AND PRIVATE??

@Numbered list@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#200,8486>Select the database and choose File - Database - Properties.

@Numbered list@<:s><:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#200,8486>Click "Disable agents for this database."

@Numbered list@<:R1,8,1,0,1,720,1,720,1,1440,1,2160,1,2880,1,3600,1,4320,><:#200,8486>Press ESC to close the database.

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