How to change form association

Hi everyone,

I created few documents in db by using specific form, now i have changed the form name and renamed with new one.

Now the question is how i can change the form property of each document, so that already saved document should use the renamed form name.

is there any way to set form property in the document.

imtiaz

Subject: Three possible approaches

  1. Modify the relevant documents to use the new form2. Make your new form respond to both old and new form names

  2. 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

  1. if few documents and easy to find

  2. if many documents

  3. 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.