Troubleshoot Mail-Enabled Form Problems: Workflow-Related
Some common problems encountered when using mail-enabled forms are found when setting form formulas.
A form formula is used within views or folders to determine which form is to be used to create or display documents opened from within the view or folder. The form formula can be used to help present different information to different users throughout the workflow process, and it thus helps users to work more efficiently. Because forms provide a structure to display the document data, different forms for different users or different stages of the process can display the information and functionality more appropriately. If documents have the design of the form stored with them (a capability that can be enabled when the document is created), the stored form design is used. Refer to Chapter 5 for more information on storing a form in a document. The order of precedence Domino uses when determining which form is to display the document is described in Table 11.8.
| Condition | Result |
|---|---|
| Form stored in document | The design elements stored within the document are used. |
| Form formula | If the view used to open the document has a form formula defined, the form value resulting from the formula is used. |
| Form item value | The form defined in the Form item field within the document is used. |
| Default form | If none of the preceding conditions are met, the form design element defined as the default form is used. |
Form formulas must evaluate to a text value, equal to one of the forms available within the current database. It is a good development practice to always use aliases when designing forms (and other design elements). You typically want to use the form alias name in the form formula so that subsequent name changes to the displayed form name do not affect the functionality. The form formulas can be a simple text value (such as “Main”) or a formula that evaluates to a text value (such as @If(Status = "Denied"; "frmDenied"; Status = "Accepted"; "FrmAccepted"; "frmMain").
Follow these steps to create a form formula:
1. | Open the view in the Domino Designer client. |
2. | Select Form Formula in the View, Objects list. |
3. | Enter the formula or text value for the form. |
4. | Save the modified view. |