Check veiw to see if report has been created

HCL Domino Domino Forum
1

I need to create an agent that checks a view at a given date to verify that a report/document has been created/submitted. I have 100 plus warehouses that are required to submit an accident report by the 10th of each month. I need to be able to identify which warehouses haven’t submitted their reports. Any help will be greatly appreciated.

Duane Grayson

2

Subject: An idea

  1. Write a scheduled agent that generates a blank report document for each warehouse on the last day of the current month. So on June 30, 2004 you generate 100 blank reports that are due by July 10, 2004 and cover June 2004 accidents.

  2. Create a “reporting month” view. Have the agent (in step 1) modify the selection formula for the view so that it includes all the reports for the past month. So on June 30, 2004 the agent will change the selection formula to include all June 2004 reports.

  3. In a column of the view, indicate by an icon or Status value, the accident reports that are completed on time (by the 10th of the month), completed late, and are incomplete or blank.

(4. The users will go to the database to find their blank reports to complete. They won’t create reports from scratch – which they probably do now.)

ALTERNATIVE: Generate placeholder documents instead of blank reports. When a user prepares and saves his report, delete the corresponding placeholder document. Include both placeholder and report documents in your view.

3

Subject: Check veiw to see if report has been created.

Say you have a variable AllWarehouses, perhaps retrieved from a profile document, which is a list of all warehouse names. (Gives you room for about 100 characters per name given 150 warehouses.) A @dblookup retrieving the warehouse name from a view sorted or categorized by Month Due will give you a list of the names of warehouses which have submitted a report for a given month (call it SubmittedReports). Then

@trim(@replace(AllWarehouses; SubmittedReports; “”))

will give you a list of all warehouses which have NOT yet submitted a report that month.

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Subject: RE: Check veiw to see if report has been created.

Thanks for your responses. I will experiment with both of your suggestions.

Thanks,

Duane Grayon

5

Subject: Report solution: Integra for Notes

How does this scenario sounds:You schedule your Integra report to gather the warehouses which did submit the accident reports from the view you already have, and you get your endresult in Excel: First tab shows all relevant data (even content of accidents?), second tab shows graph (or 1 page table with 5 columns of 20 warehouses with tickmarks or Yes\No) of the ones that were there, and the ones that are missing. The total list of warehouses could either be available in that (or another [non-]Notes)database or defined in the Excel-template.

This scenario wouldn’t need any changes in the design of your database. The scheduled report could be automatically stored in notes, on the file-system or be emailed to the responsible person.

Have a look at www.integra4notes.com and feel free to contact me, if you wish to see something like this work.