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Need help with and agent for auto email based on date in form.

Posted on 2003-03-20
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Last Modified: 2013-12-18
The form name is problem, the field name is holduntildate. I want the system to send a standard email with a form link to the author (also a field name on the same form)when the holduntildate matches today's date.

Please be descriptive as I am a true newbie to Lotus notes! I've never run an agent and I don't know code.
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Question by:aeonflux2
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Expert Comment

by:scottrma
ID: 8177292
Create a view with a selection formula such as the following:

SELECT Form = "problem" & holduntildate = @Today

Then create an agent, set it to run on all documents in the database, and then in the agent's Search Builder window, add the additional criteria that the documents must appear in the view that you just created. Then, in your agent, add some formula such as this:

@MailSend(author; ""; ""; "Subject"; "Remark"; ""; [IncludeDocLink])

Regards,

Scott
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Author Comment

by:aeonflux2
ID: 8183919
The view is not pulling any of the problem forms with a hold date of today.
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scottrma earned 500 total points
ID: 8184668
Look at the document properties box for any one of your documents that should be appearing in the view. Check your field "holduntildate". What is the datatype? Is it Time/Date, Text, or something else? If it is Text, then you would need a selection formula like

SELECT Form = "problem" & holduntildate = @Text(@Today)

Also, is your form name really "problem"? Or is it "Problem" or "PROBLEM" or "PrObLeM"? You may want to try something like

SELECT @LowerCase(Form) = "problem" & holduntildate = @Today

Regards,

Scott
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