• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 230
  • Last Modified:

Problem with disappearing Parent form if saved or refreshed after setting "store form in document" property.

Notes 7.1
Parent Form that wasn't originally set to "Store form in documents",
1.  Added a mail forward button
2.  Set form to "store form in documents"
3.  Received document in email

Problem :  if form is saved or refreshed, it disappears - don't see the parent form in any views, just see the child documents.   How do I recover?
  • 7
1 Solution
KTTKTTAuthor Commented:
I went back to the parent and removed the property "Store form in document".

I can see the document in the $All View, but I cannot see it in the other views.
The document is still holding on to the last changes that I removed like the mail forward button that I hid.
How unstore the document?
Yu may not have refreshd everything.

Also, once the documet is sent, any changes you make in the form do not show up in the sent copy, since it just a copy of the old  form.  Changes are not inherited.

You need to test each version of he form until you have a working one.

I hope this helps !
KTTKTTAuthor Commented:
i need to be able to See the parent document in the views - the views don't recognized that the document is still in the database.  Oh maybe the stored form name is different.  
It's now $$ScriptName_StoredForm and a lot of other field names with ....StoredForm.
Do i delete the field names and set the form name back to the original form name without the "...StoredForm"  I tried to select documents in the view with $$Scriptname_StoredForm = "formname" but the document still doesn't show up in the views - just the $All view.  Remember, I removed the property "store form in document".
Train for your Pen Testing Engineer Certification

Enroll today in this bundle of courses to gain experience in the logistics of pen testing, Linux fundamentals, vulnerability assessments, detecting live systems, and more! This series, valued at $3,000, is free for Premium members, Team Accounts, and Qualified Experts.

KTTKTTAuthor Commented:
This is the refresh I used;   @Command([ToolsRefreshSelectedDocs]);
KTTKTTAuthor Commented:
I read these notes from an OLD forum:

Write agent to
SELECT $TITLE="Form Name";
FIELD $TITLE:=@DeleteField;
FIELD $INFO:=@DeleteField;
FIELD $BODY:=@DeleteField;
FIELD FORM:="Form Name";

Note:        If the form has an alias then the alias name should be specified rather than the form name.

2.        Refresh the affected documents.

There are so many of the stored form fields on my document - which ones are safe to delete?
KTTKTTAuthor Commented:
I didn't delete any fields but I used an agent to :  Field Formname := "formname" , then i could see the documents in the view.  the $$stored fields are still there, but at least my form is back to normal.   I would like to use the mail forward option w/out having to store form in documents.  any suggestions?
KTTKTTAuthor Commented:
i used formula mailforward @command
Ok, here's the 411 on "Store form in document":

When you store the form in the document, the Form field goes away (Notes does this behind the sceens).  You cannot have a Form field in a document with a stored form.   If you add a form field, then the form will no longer be stored in the document.  

I'm guessing that your View SELECT formulas filter the documents based on the form name, which is not present if the form is stored.

So, if you want to show a document that has a stored form in a view, you need to have another field to use in the view's SELECT formula.

For example, look at the "($Sent)" view in your Mail database.  Since the Mail database accepts documents with stored forms, the view SELECT formula does not even use the Form field, it uses DeliveredDate and PostedDate since those fields only appear on a Memo regardless of whether the form is stored or not.

Bottom line:
Just add a field called DocType and set it to the name of your form, then change the view formulas to something like this:

SELECT DocType = "YourFormName"

That way, your views will display the document whether the form is stored or not.
KTTKTTAuthor Commented:
Thanks Bill for the details.  Using your solution.
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

  • 7
Tackle projects and never again get stuck behind a technical roadblock.
Join Now