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Design advice - create order form summarizing info from selected documents

Posted on 2000-03-29
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Last Modified: 2013-12-18
We have a staff sales database in Notes 4.6.2 which contains the catalogue information (imported from Excel) for all items available to purchase by staff.  Each item is a separate document.  Every 3 months or so, all merchandise is deleted and the new catalogue is imported.

The users have a personal folder called "Shopping basket" and they move items they want to this folder.

We need to allow the users to select up to 10 documents in the shopping basket and create a new document summarizing the details from the selected documents in a printable order form format.  The users should select the documents to order, preview the form, then either cancel or confirm.  When they confirm the order, the order form would be saved.

The administration will also need a view in which they can list by item the number of users who have ordered it.

Design suggestions on the best way to handle these requirements, and code (if necessary), would be welcome.

...Pentapod
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Question by:pentapod
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Expert Comment

by:mchampou
ID: 2670924
When you are in a view and you select documents, you can alway use the database property called UnprocessedDocuments in an action button using script to get access to the selected documents.

The property will return a NotesDocumentCollection. This collection contains the notesdocument that were selected in the view.

Even if there is no "checkmark" in the leftmost column, the notescollection will always contain 1 document : the one that is currently selected by the cursor.

You can also make a check there (in the action button) on how many docs are selected (see the count property of the notesdocumentcollection).

Now that you know which document the user selected, you can use the notesuiworkspace class and "compose" a document right on the users screen. While the doc is in edit mode, you can "populate" fields (because you have access to the selected documents in the notesdocument collection) with info about the product they selected.

That form can have a "Confirm" and another "Cancel" button. The Confirm would save the doc and (because you would have written enough info into the order form) access the catalog to "add" one sale of each item.

I hope this helps a bit, let me know if you need more details.

mchampou
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Author Comment

by:pentapod
ID: 2675871
HI Mchampou.

Looks like the right idea but I think I will need some code, I haven't done any manipulation of documents in LotusScript before.  Could you supply code?  Will add more points if you think necessary.

....Pentapod
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Expert Comment

by:mchampou
ID: 2680691
Ok, I will provide you with some code, could you just give me a few hours (I'm in the middle of a big problem at work)

Mchampou
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Expert Comment

by:mchampou
ID: 2681321
After thinking about it, could you please give me an email address I could send you a database that I am developping to show you the code you need ?

150 points is fine. But if you feel that I deserve more after looking at what I have fowarded you, then please feel free to give me more :-)

mchampou
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Author Comment

by:pentapod
ID: 2683363
pentapod@hotmail.com
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Expert Comment

by:mchampou
ID: 2684109
Just to let you know, I sent you the database. If you need any help, just let me know.
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Author Comment

by:pentapod
ID: 2687397
Got it thanks, and it looks great.  I'm converting it to work with my forms - a few bugs but probably just my own mistakes, and I'm working on them.  If I have any major problems I'll certainly ask!

....Pentapod
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Accepted Solution

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mchampou earned 150 total points
ID: 2688474
Cool, I am happy that you are pleased. Please feel free to ask me any questions you might have. I hope I have added enough comments to help you a bit :-)

mchampou
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