Subject: Three possible approaches
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Modify the relevant documents to use the new form2. Make your new form respond to both old and new form names
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Modify the views that show the documents to enforce the change
Details below. Use as just indication I’m afraid. No guarrantees that I’ve got the details right off the top of my head :-{ .
However I’ve used each of these many time. FYI I would choose
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if few documents and easy to find
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if many documents
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if behaviour can be restricted to one or two views
Good luck and let us know how you get on
METHOD 1 - adjust the documents
By default Notes will create an item called Form on each document created.
check this out on your “bad” documents.
Select then in a view, right button click, select properties, select second tab (with the ) , scroll down through items
so you can write an agent to change that field
FIELD Form := “NewForm” ;
may be enough
METHOD 2 - dual name form
On the old form change its name for oldform to anything say ObsoleteOldForm
on the new form cahange its name to be
oldform | newform (you need the | )
This type of alias will cause Notes to use the one form for documents with either name
(and since the new name is the “rightmost” alias thats the one that will be saved to document
so overtime your bad documents may be corrected )
METHOD 3 Use the views
in any view that selects and shows the documents with tthe bad forms
look into “FormFormula” property of view
Use a formula like this
@if( @IsNewDoc ; Form ; Form =“oldform” ; “newform” ; Form )
this forces the new form to be used for documents that have the “oldform” value
Speaking of views - if you are going to have sime documemts with old "value in the item form and others with new
be careful with view selection formulae.