IBM OEM Software Product Sampler CD For PC Manufacturers

home *** CD-ROM | disk | FTP | other *** search

/ IBM OEM Software Product … CD For PC Manufacturers / IBM OEM Software - Product Sampler CD for PC Manufacturers.iso / InternetIntranets / Notes / LOTUS026.DSK / APPROVE4.NTF (.txt) next >

Wrap

Lotus Notes Database | 1997-08-20 | 310KB | 2,950 lines

Approval Cycle (R4) #1StdR4Approval CN=Lotus Notes Template Development/O=Lotus Notes 19zS+ VoE! 5i4XM Z||,} La03[ CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Catherine Duffy/O=IrisLotus NotesCN=Catherine Duffy/O=IrisLotus NotesCN=Lotus Notes Template Development/O=Lotus Notes ####################################### 5i4XM $Modified 1S2S3S $TITLE$FormPrivs$FormUsers$Body$Flags$Class$Modified$Comment$AssistTrigger$AssistType$AssistFlags$UpdatedBy$$FormScript_O 0SL1S3724 $TITLE CN=Catherine Duffy/O=Iris########################################################## EnterCommentsEnterCommentsCD CN=Catherine Duffy/O=IrisCN=Lotus Notes Template Development/O=Lotus Notes###################################### Application Profiles|ApplicationProfilesd WorkflowObject$Conflict$REF ApplicationProfile L1S2S3S1 WorkflowObject WorkflowObjectApproval Form Name& Used for lookups and creation of profile docsY CN=Catherine Duffy/O=IrisCN=Lotus Notes Template Development/O=Lotus Notes########################## All Requests|All RequesterNameRequestDateWorkflowObjectStatusNextApprover$Conflict$REF ApplicationProfile L1S2S3S1a RequesterNameRequestDateWorkflowObjectStatusNextApprover RequesterName RequesterName RequestDate RequestDate WorkflowObject WorkflowObject Status Status NextApprover NextApprover @RequesterNameRequesterRequestDateDateWorkflowObjectRequest TypeStatusStatusNextApproverNext Approver& This lists all requests - the columns can be sorted on the flyY Debbie BrancoCN=Lotus Notes Template Development/O=Lotus Notes####################################################### Z||,} wwwwww wwwww Paul DiCristinaCN=Catherine Duffy/O=Iris############################################ O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ $ACLDigest EnterComments'++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Queryopen(Source As Notesuidocument, Mode As Integer, Isnewdoc As Variant, Continue As Variant) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As NOTESUIDOCUMENT Set Source = Bind(Objectname_) On Event Queryopen From Source Call Queryopen End Sub '++LotusScript Development Environment:2:2:Queryopen:1:12 Sub Queryopen(Source As Notesuidocument, Mode As Integer, Isnewdoc As Variant, Continue As Variant) End Sub FlowControl 1S2S Enter any comments below: d_ApprComment d_ApprComment 3S4S6S8S d_ApprComment FlowControl 1S2S Categori_ze` _Edit Document Send Docu_ment _Forward _Move to Folder... _Remove from Folder` O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ $TITLE $Info $$Script_O $$ScriptName $$FormScript $$$FormScript_O $Body $ACTIONS Create Application Profile6 Application Profile 9S11S12S13S14S Categori_ze _Edit Document Send Docu_ment _Forward _Move to Folder... _Remove from Folder... Instructions 0S0E 9S11S12S13S14S O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ \b*|= $Index $Formula $FormulaClass $ViewFormat $Comment $ACTIONS Categori_ze _Edit Document Send Docu_ment _Forward Create New Request tList ApplicationProfiles 1S2S6S8S10S tList Error An error has occured. Please try again. tList 0R1S2S9S15S17S21S DocType New Request Choose one of the following: 0RR1S2S3S7S9S11S15S18S DocType 0RR4S _Move to Folder... _Remove from Folder... Instructions 0S0E O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ $Index $Formula $FormulaClass $ViewFormat $Comment $ACTIONS CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### CN=Catherine Duffy/OU=NAHQ/O=LotusCN=Lotus Notes Template Development/O=Lotus Notes###### DisplayCommentsDisplayCommentsCD Lotus NotesCN=Lotus Notes Template Development/O=Lotus Notes######################################################## CN=Ryan Jansen/O=IrisCN=Lotus Notes Template Development/O=Lotus Notes ########################################################## Debbie BrancoCN=Lotus Notes Template Development/O=Lotus Notes#### Process Past Due Approvals Sends e-mail when approval date has passed.1SfL3 CN=Ryan Jansen/O=IrisCN=Lotus Notes Template Development/O=Lotus NotesF ######################################################## 19zS+ (ApproverInfo)(ApproverInfo)CD Lotus NotesCN=Lotus Notes Template Development/O=Lotus Notes################################## (ApproverRetrievalInfo)(ApproverRetrievalInfo)CD Lotus NotesCN=Lotus Notes Template Development/O=Lotus Notes ########################################################## O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} ?B_8; $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} Yo?`v 3:=4t" BJ=Xg $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} v=,< $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} S}-|Ot+ $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} $Flags O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ sZ%!ZM} $Flags DisplayComments'++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Queryopen(Source As Notesuidocument, Mode As Integer, Isnewdoc As Variant, Continue As Variant) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As NOTESUIDOCUMENT Set Source = Bind(Objectname_) On Event Queryopen From Source Call Queryopen End Sub '++LotusScript Development Environment:2:2:Queryopen:1:12 Sub Queryopen(Source As Notesuidocument, Mode As Integer, Isnewdoc As Variant, Continue As Variant) End Sub ApprName ApprName1 ApprStatus ApprStatus1 ApprStatus1 3S4S6S8S ApprDate ApprDate1 ApprComment ApprComment1 ApprNamej ApprName 6S7S9S15S18S22SApprName2 Status ApprNamej ApprStatus 1S2S8S9S11S17S20S24S Status Status 0R3S4S6S8S ApprStatus2 ApprStatus2 3S4S6S8S ApprStatus2 ApprDate 3S4S6S8S14S17S ApprDate2 ApprStatus2 ApprComment 3S4S6S8S14S17S ApprComment2 ApprNamej ApprName 6S7S9S15S18S22SApprName3 Status ApprNamej ApprStatus 1S2S8S9S11S17S20S24S Status Status 0R3S4S6S8S ApprStatus3 ApprStatus3 3S4S6S8S ApprStatus3 ApprDate 3S4S6S8S14S17S ApprDate3 ApprStatus3 ApprComment 3S4S6S8S14S17S ApprComment3 ApprNamej ApprName 6S7S9S15S18S22SApprName4 Status ApprNamej ApprStatus 1S2S8S9S11S17S20S24S Status Status 0R3S4S6S8S ApprStatus4 ApprStatus4 3S4S6S8S ApprStatus4 ApprDate 3S4S6S8S14S17S ApprDate4 ApprStatus4 ApprComment 3S4S6S8S14S17S ApprComment4 ApprNamej ApprName 6S7S9S15S18S22SApprName5 Status ApprNamej ApprStatus 1S2S8S9S11S17S20S24S Status Status 0R3S4S6S8S ApprStatus5 ApprStatus5 3S4S6S8S ApprStatus5 ApprDate 3S4S6S8S14S17S ApprDate5 ApprStatus5 ApprComment 3S4S6S8S14S17S ApprComment5 Categori_ze _Edit Document Send Docu_ment _Forward _Move to Folder... _Remove from Foldert O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ $TITLE $Info $$Script_O $$ScriptName $$FormScript $$$FormScript_O $Body $ACTIONS Times New Roman Task List &Switch To About Approval Cycle ___OOO %12-/H !G,$W,#I4)X6(H,4W,4G98X<6h*#x+$g9)w8(h.6u-2g<5w<4>B=YA WC9iB.xC-iF8wH8jT>zR<rd? 2L3;FK=Dj=C:FQ8Qp<b GEHXHGLQLZSKEKUVKSGRYYWWgJEvIEiTHyWFfLRwKSgYWwZV[cXtfYPZjl\dWfphhhvigkqlysjhktvlsjtxyww What does this database do? This database provides a place from which organizations can manage their electronic approvals. Using the ApprovalLogic subform, a different form can be designed for each type of approval while all approval forms use the same approval logic. Consequently, when an organization changes its approval policies, only the ApprovalLogic subform will need to be changed, allowing for fast response to changing business needs. Who will use this database? Designers will derive several benefits from using this database: They will not need to rewrite approval logic for each approval form because it is already provided in a subform The approval logic provided on the subform is extremely flexible. Because all approval situations are not identical, the designer will fill out an application profile for each approval form, which tells the ApprovalLogic subform how this particular approval should be processed When organizational approval policy changes, the designer does not need to change every form. Instead they can either edit the application profile documents or if necessary, they can modify the ApprovalLogic subform. People who submit or approve electronic forms will benefit from the use of consistant methods. When to use this database? Use this database whenever you need electronic approval forms. Where to find more information? More information can be found in the Help Using document. Click the Instructions button on any view for help. Access Control Very Important: Access level should be Author for all users of this database. This will prevent unauthorized editing or approval of documents within the database. The Author fields within the forms govern who will be able to edit/approve requests. Errors will occur if someone with Editor access attempts to approve a request when they are not an authorized approver of that document. O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ tu5Imo $Info $Body Times New Roman Using Approval Cycle ___OOO %12-/H !G,$W,#I4)X6(H,4W,4G98X<6h*#x+$g9)w8(h.6u-2g<5w<4>B=YA WC9iB.xC-iF8wH8jT>zR<rd? 2L3;FK=Dj=C:FQ8Qp<b GEHXHGLQLZSKEKUVKSGRYYWWgJEvIEiTHyWFfLRwKSgYWwZV[cXtfYPZjl\dWfphhhvigkqlysjhktvlsjtxyww There are three steps to follow to use this application: (1) the designer creates one Application Profile document to define each type of approval that the workplace will need; (2) s/he creates one form for each application profile that has been defined; (3) the users create approval documents from those forms. For Designers Creating Electronic Approval Forms 1. Determine the first form that the workplace will need (e.g., Travel Authorization). 2. From the Application Profile view, click the Create Application Profile action. Fill out the profile completely; it will define how the approval cycle for this form will work. Note: Do not use @Domain when entering approver names. Any domain added will be stripped off and may cause complications when attempting to route a request. Cursor down to the "Terminology" section. In the left column, notice terms such as "New", "Open", "Awaiting Approval", "Approved", etc. If your workplace uses different terminology (such as "Initiated" instead of "New"), replace the term in the right column with the one used by your workplace. Save the new document. 4. Choose Create-->Design-->Form. Add the ApprovalLogic subform. 5. Choose Design-->Form Properties and give the form a name that is the (exact) same name as the type of approval in the Application Profile document (e.g., Travel Authorization). 6. In the Form Properties InfoBox, deselect "Include in [Create] Menu." 7. Add the fields you need for your type of approval (for example, a Travel Authorization only includes Travel related information) above or below the approval subform. You don't need to include any approval logic, since that is covered by the subform you added in step 2. 8. In the programmer's pane (the lower pane of the form design window), click on the arrow next to the word Define: and select "(Form)". This will provide a box where you can enter a window title. Enter an appropriate window title (e.g., "Travel Authorization"). 9. Choose File-->Save to save your new form. Then choose File-->Close. 10. Repeat steps 2 - 9 for each form you need to create. To create new requests, see the Users section below. Processing Past Due Approvals There is a scheduled agent in this template called "Process Past Due Approvals". This Agent will send a reminder to the approver if s/he misses the approval deadline. You must edit the Agent and set it up to run on your server. 1. Choose View-->Agents 2. Double-click on the Process Past Due Approvals agent 3. Click the Schedule button 4. Type the name of the server on which the agent should run. For Users Creating a Request for Approval 1. From the All Requests view or Next Approver view, click Create New Request. 2. Select the type of request that you want to create. 3. Click OK. 4. Fill out the document. If the application profile was set up to allow the user to edit the approver's name, you will see a button at the top of the document entitled "Edit Approver List". Click the button and enter an approver's name. Note: Do not use @Domain when entering approver names. Any domain added will be stripped off and may cause complications when attempting to route a request. Also, only enter Person-names as approvers. Group names are not supported. 5. Click Submit for Approval Approving or Denying a Request 1. Review the document. 2. Click Approve or Deny. 3. If you are prompted for comments, enter them in the dialog box and click OK. Notification will be sent to the appropriate person(s). O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ $Info $Body '++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Initialize Declare Sub ApproveTheRequest(n) Declare Sub SetNextApprover(n) Declare Sub DenyTheRequest(n) Declare Sub SetDueDate(n) Declare Sub SendNotification(n) '++LotusScript Development Environment:2:5:(Declarations):0:10 Dim s As NotesSession Dim db As NotesDatabase Dim view As NotesView Dim note As NotesDocument Dim maildoc As NotesDocument Dim item As NotesItem Dim rtitem As NotesRichTextItem Dim documents As NotesDocumentCollection Dim dtToday As NotesDateTime Dim dtDue As NotesDateTime Dim dtSet As NotesDateTime Dim StatusList As Variant Dim RoutingMethod As Variant Dim LastApprover As Variant Dim ApprName As Variant Dim tmpList() As Variant Dim MaxApprovers As Variant Dim DueDate As Variant Dim LateAction As Variant Dim ApprStatus As Variant '++LotusScript Development Environment:2:2:Initialize:1:10 Sub Initialize On Error Goto ProcessError Set s = New NotesSession Set db = s.CurrentDatabase Set dtToday = New NotesDateTime("today") Set dtDue = New NotesDateTime("today") Set dtSet = New NotesDateTime("today") dtToday.SetNow Set documents = db.Search("@Today => @Date(DueDate) & @Member(Status; StatusList) = 3", Nothing, 0) For d = 1 To documents.Count Set note = documents.GetNthDocument(d) MaxApprovers = note.MaximumApprovers DueDate = note.DueDate ApprStatus = note.ApprStatus ApprName = note.ApprName LateAction = note.LateAction StatusList = note.StatusList RoutingMethod = note.RoutingMethod For n = 0 To Ubound(DueDate) dtDue.LocalTime = DueDate(n) If dtToday.TimeDifference(dtDue) => 0 And ApprStatus(n) = "None" Then Select Case LateAction(n) Case "Approval" dtSet.SetNow ApproveTheRequest(n) note.Save True, True Case "Denial" DenyTheRequest(n) note.Save True, True Case "Notification" SendNotification(n) End Select End If Next Next Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Initialize" Exit Sub End Sub '++LotusScript Development Environment:2:2:ApproveTheRequest:1:8 Sub ApproveTheRequest(n) On Error Goto ProcessError 'Set approval status for the current approver ApprStatus(n) = "Expired" note.ApprStatus = ApprStatus 'Set approval date for the current approver ApprDate = note.ApprDate ApprDate(n) = dtToday.LSLocalTime note.ApprDate = ApprDate 'Set the next approver, the expiration and send mail to the appropriate person(s) SetNextApprover(n) If RoutingMethod(0) = "Serial" Then If Not LastApprover Then SetDueDate(n) End If If RoutingMethod(0) = "Serial" Or LastApprover Then SendNotification(n) Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"ApproveTheRequest" Exit Sub End Sub '++LotusScript Development Environment:2:2:SetNextApprover:1:8 Sub SetNextApprover(n) On Error Goto ProcessError 'Initialize the LastApprover flag LastApprover = False Select Case RoutingMethod(0) 'If RoutingMethod is serial then NextApprover is simply the next in the list Case "Serial" If n = Ubound(ApprName) Then 'StatusQualifier is only used while the approval cycle is active note.RemoveItem("StatusQualifier") LastApprover = True Else NextApprover = ApprName(n + 1) note.NextApprover = NextApprover note.StatusQualifier = "by " & NextApprover End If Case "Parallel" 'Remove CurrentUser from the ApproverList and reset NextApprover to the new list ApproverList = note.NextApprover ListMax = Ubound(ApproverList) Redim tmpList(ListMax) x = 0 For y = 0 To ListMax If ApproverList(y) <> ApprName(n) Then tmpList(x) = ApproverList(y) x = x + 1 End If Next If x = 0 Then tmpList(x) = "None" LastApprover = True End If note.NextApprover = tmpList End Select 'If this is the last approver then reset the status and remove the NextApprover field If LastApprover Then note.Status = StatusList(7) note.RemoveItem("NextApprover") End If Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"SetNextApprover" Exit Sub End Sub '++LotusScript Development Environment:2:2:DenyTheRequest:1:8 Sub DenyTheRequest(n) On Error Goto ProcessError 'Set the approval status, date, and comment for current approver, remove status qualifier and next approver, and set LastApprover flag ApprStatus(n) = "Expired" note.ApprStatus = ApprStatus note.Status = StatusList(6) note.RemoveItem("StatusQualifier") note.RemoveItem("NextApprover") LastApprover = True 'Set approval date for the current approver ApprDate = note.ApprDate ApprDate(n) = dtToday.LSLocalTime note.ApprDate = ApprDate 'Send notification SendNotification(n) Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"DenyTheRequest" Exit Sub End Sub '++LotusScript Development Environment:2:2:SetDueDate:1:8 Sub SetDueDate(n) On Error Goto ProcessError ApprWin = note.ApprWin ListMax = Cint(MaxApprovers(0)) - 1 Redim tmpList(ListMax) 'Adjust today by the number of days to get the date on which it expires Redim tmpList(n + 1) x = 0 Forall d In DueDate tmpList(x) = d x = x + 1 End Forall Adjustment = ApprWin(n + 1) dtSet.AdjustDay(Cint(Adjustment)) tmpList(n + 1) = dtSet.LSLocalTime note.DueDate = tmpList Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"SetDueDate" Exit Sub End Sub '++LotusScript Development Environment:2:2:SendNotification:1:8 Sub SendNotification(n) 'Instantiate the object variables for the maildoc note that we will create and its Body field Set maildoc = New NotesDocument(db) Set rtitem = New NotesRichTextItem(maildoc, "Body") DueDate = note.DueDate WorkflowObject = note.WorkflowObject 'If this is the last approver then mail is sent to the requester If LastApprover Then RequesterName = note.RequesterName SendTo = RequesterName(0) Select Case LateAction(n) Case "Approval" StatusString = "approved" tmpFlowStatus = "Your " & WorkflowObject(0) & " was automatically approved for " & ApprName(n) Case "Denial" StatusString = "denied" tmpFlowStatus = "Your " & WorkflowObject(0) & " was automatically denied for " & ApprName(n) End Select Subject = "The past due approval of your " & WorkflowObject(0) & " has been " & StatusString maildoc.FlowStatus = tmpFlowStatus Else If LateAction(n) = "Notification" Then SendTo = ApprName(n) Subject = WorkflowObject(0) & " requires your approval by " & Format(DueDate(n), "Long Date") maildoc.DueDate = Format(DueDate(n), "Long Date") Else SendTo = ApprName(n + 1) Subject = WorkflowObject(0) & " requires your approval by " & Format(DueDate(n + 1), "Long Date") maildoc.DueDate = Format(DueDate(n + 1), "Long Date") End If maildoc.FlowStatus = "Please follow this doclink to the " & WorkflowObject(0) & " and either approve or deny it." End If On Error Resume Next 'Send it, attaching the form if NotificationMethod = "Send" NotificationMethod = note.NotificationMethod Select Case NotificationMethod(0) Case "Send" note.SendTo = SendTo note.Subject = Subject note.save True, True Call note.Send (True) Case "Share" 'Put a doclink in the Body field and populate the other fields on the Bookmark mail form Call rtitem.AppendDocLink(note, "DocLink to " & WorkflowObject(0)) maildoc.InheritedDbTitle = db.Title maildoc.Form = "Bookmark" maildoc.SendTo = SendTo maildoc.Subject = Subject Call maildoc.Send (False) End Select End Sub O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ $TITLE $AssistType $AssistLastRun $AssistDocCount $Comment $AssistFlags $AssistTrigger $AssistInfo $AssistQuery $AssistAction $AssistAction_Ex $Flags ed$UpdatedBy$ACLDigest$Signature$DesignVersion$Version$Formula$FormulaClass$Collation$TITLE$Info$Flags$$Script_O$$ScriptName$$FormScript$$$FormScript_Od_ApprComment$Body$ACTIONS$Index$ViewFormat$Comment$Collation1$Collation2$Collation3$Collation4$Collation5$Collation6$Collation7$Collation8$Collation9$Collation10IconBitmap$Fonts$AssistType$AssistLastRun$AssistDocCount$AssistFlags$AssistTrigger$AssistInfo$AssistQuery$AssistAction$AssistAction_Ex$AssistRunInfo$AssistVersion$p_WorkflowObject_Op_ApprovalWindowp_MaximumApproversApprovalDate1ApprovalDate2ApprovalDate3ApprovalDate4ApprovalDate5FunctionPositionListElement1_1ListElement1_2ApprovalWindowListElement1ListElement2ListElement3ListElement1_3ListElement1_4$dApprovalWindow_O$dExpirationAction_OdApprovalWindowApprovalWindow1ApprovalWindow2ApprovalWindow3ApprovalWindow4ApprovalWindow5$dApprWindow_O$dExpireAction_OdApprWindowdListElement1dListElement2dListElement3dListElement4dListElement5ApprWindow1ApprWindow2ApprWindow4ApprWindow5ApprWindow3$d_ApprWindow_O$d_ExpireAction_Od_ApprWindow$d_ApproverSource_O$ApprName1_Od_ListElement1ApprWin1d_ListElement2ApprWin2d_ListElement3ApprWin3d_ListElement4ApprWin4d_ListElement5ApprWin5APPRWIN$WindowTitle$Script$$WorkflowObject$WorkflowObject_O$$MaximumApprovers$MaximumApprovers_OWorkflowObjectRoutingMethodNotificationMethodMaximumApproversEditableListCommentsAllowedFormAdminPromptTitleFinalDestinationDbStatusListWintmpWintmpNametmpFunctiontmpSourcetmpLateActiontmpSourceFieldtmpSourcePathtmpSourceViewtmpSourceServertmpListElementtmpRetrievalKeyApprDateAuthorizedEditorsRequestIdRequesterNameRequestDateStatusStatusQualifierNextApproverApprNameApprFunctionLateActionApprStatus La03[ Application ProfileApplicationProfileC CN=Don Hatch/O=IrisCN=Lotus Notes Template Development/O=Lotus Notes################################################## VoE! Next Approver|NextApprover NextApproverRequesterNameRequestDateWorkflowObjectStatus$Conflict$REF ApplicationProfile Status StatusListv L1S2S3S4S5S9S11S12S1a NextApproverRequesterNameRequestDateWorkflowObjectStatus RequesterName RequesterName RequestDate RequestDate WorkflowObject WorkflowObject Status Status NextApproverRequesterNameRequesterRequestDateDateWorkflowObjectRequest TypeStatusStatus& This lists all requests - the columns can be sorted on the flyY CN=Catherine Duffy/O=IrisCN=Lotus Notes Template Development/O=Lotus Notes ########################################################## ApprovalLogicCUAN3 CN=Catherine Duffy/O=IrisCN=Lotus Notes Template Development/O=Lotus Notes############ ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## ########################################################## Application Profile Times New Roman '++LotusScript Development Environment:2:5:(Options):0:66 Option Public '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub GetApproverDetails(i As Integer) '++LotusScript Development Environment:2:5:(Declarations):0:10 Dim w As NotesUIWorkspace Dim doc As NotesUIDocument Dim note As NotesDocument Dim SourceList() As Variant Dim NameList() As Variant Dim EditApprList() As Variant Dim FunctionList() As Variant Dim WinList() As Variant Dim LateActionList() As Variant Dim SourceServerList() As Variant Dim SourcePathList() As Variant Dim SourceViewList() As Variant Dim SourceFieldList() As Variant Dim ListElementList() As Variant Dim RetrievalKeyList() As Variant Dim ListMax As Integer Dim DocWasSaved As Variant '++LotusScript Development Environment:2:2:GetApproverDetails:1:8 Sub GetApproverDetails(i As Integer) On Error Goto ProcessError 'Fields which begin with d_ will become temporary fields in the approval document. 'They will be deleted in that doc's QueryClose event. 'Fields which begin with tmp are temporary to the profile doc and are deleted on its QueryClose. 'All other fields are copied directly to the Approval doc. Editable = note.EditableList MaxApprovers = note.MaximumApprovers 'Subtract 1 to make it zero based ListMax = Cint(MaxApprovers(0)) - 1 'Populate ApproverLabel (for use in the dialog boxes) note.tmpApproverLabel = "Approver" & Str(i + 1) 'Redefine size of array to equal MaxApprovers Redim SourceList(ListMax) Redim NameList(ListMax) Redim EditApprList(ListMax) Redim FunctionList(ListMax) Redim WinList(ListMax) Redim LateActionList(ListMax) 'Retrieve existing field values ApprSource = note.d_ApprSource ApprName = note.d_ApprName ApprFunction = note.d_ApprFunction ApprWin = note.ApprWin LateAction = note.d_LateAction EditAppr = note.EditAppr For a = 0 To Ubound(EditAppr) EditApprList(a) = EditAppr(a) Next 'Populate arrays with the values - we use a holding array instead of the retrieved variant array because 'the ubound of the retrieved variant array is likely to increase (up to MaxApprovers) and it was not defined 'as a dynamic array For y = 0 To ListMax If Ubound(ApprSource) >= y Then SourceList(y) = ApprSource(y) If Ubound(ApprName) >= y Then NameList(y) = ApprName(y) If Ubound(ApprFunction) >= y Then FunctionList(y) = ApprFunction(y) If Ubound(ApprWin) >= y Then WinList(y) = ApprWin(y) If Ubound(LateAction) >= y Then LateActionList(y) = LateAction(y) Next 'Populate defaults If SourceList(i) = "" Then If i = 0 Then note.tmpSource = "Defined" note.tmpName = "" note.tmpFunction = "Manager" note.tmpWin = 5 note.tmpLateAction = "Notification" Else note.tmpSource = SourceList(i-1) note.tmpName = "" note.tmpFunction = FunctionList(i-1) note.tmpWin = WinList(i-1) note.tmpLateAction = LateActionList(i-1) End If Else note.tmpSource = SourceList(i) If Not ( (NameList(i) = "Entered when submitted") Or (NameList(i) = "Retrieved from database") ) Then note.tmpName = NameList(i) Else note.tmpName = "" End If note.tmpFunction = FunctionList(i) note.tmpWin = WinList(i) note.tmpLateAction = LateActionList(i) End If doc.reload 'Display Dialog box If w.DialogBox("(ApproverInfo)", True, True) = False Then Exit Sub 'Add retrieved values to lists tmpSource = note.tmpSource SourceList(i) = tmpSource(0) Select Case SourceList(i) Case "Entered" NameList(i) = "Entered when submitted" EditApprList(i) = Cstr(i + 1) Case "Retrieved" NameList(i) = "Retrieved from database" EditApprList(i) = "" Case Else tmpName = Evaluate("@Name([CN]; tmpName)", note) NameList(i) = tmpName(0) If Editable(0) = "Yes" Then EditApprList(i) = Cstr(i + 1) Else EditApprList(i) = "" End If End Select tmpFunction = note.tmpFunction FunctionList(i) = tmpFunction(0) tmpWin = note.tmpWin WinList(i) = tmpWin(0) tmpLateAction = note.tmpLateAction LateActionList(i) = tmpLateAction(0) 'Assign list arrays back to the note fields note.d_ApprSource = SourceList note.d_ApprName = NameList note.EditAppr = EditApprList note.d_ApprFunction = FunctionList note.ApprWin = WinList note.d_LateAction = LateActionList 'If source = Retrieved then check where retrieved from Redim SourceServerList(ListMax) Redim SourcePathList(ListMax) Redim SourceViewList(ListMax) Redim SourceFieldList(ListMax) Redim ListElementList(ListMax) Redim RetrievalKeyList(ListMax) SourceServer = note.d_SourceServer SourcePath = note.d_SourcePath SourceView = note.d_SourceView SourceField = note.d_SourceField ListElement = note.d_ListElement RetrievalKey = note.d_RetrievalKey For y = 0 To ListMax If Ubound(SourceServer) >= y Then SourceServerList(y) = SourceServer(y) If Ubound(SourcePath) >= y Then SourcePathList(y) = SourcePath(y) If Ubound(SourceView) >= y Then SourceViewList(y) = SourceView(y) If Ubound(SourceField) >= y Then SourceFieldList(y) = SourceField(y) If Ubound(ListElement) >= y Then ListElementList(y) = ListElement(y) If Ubound(RetrievalKey) >= y Then RetrievalKeyList(y) = RetrievalKey(y) Next tmpSource = note.tmpSource If tmpSource(0) = "Retrieved" Then If SourcePathList(i) = "" Then If (i = 0) Or (SourcePathList(0) = "") Then note.tmpSourceServer = "" note.tmpSourcePath = "names.nsf" note.tmpSourceView = "($Users)" note.tmpSourceField = "Manager" note.tmpListElement = "1" note.tmpRetrievalKey = "RequesterName" Else note.tmpSourceServer = SourceServerList(i-1) note.tmpSourcePath = SourcePathList(i-1) note.tmpSourceView = SourceViewList(i-1) note.tmpSourceField = SourceFieldList(i-1) note.tmpListElement = ListElementList(i-1) note.tmpRetrievalKey = RetrievalKeyList(i-1) End If Else note.tmpSourceServer = SourceServerList(i) note.tmpSourcePath = SourcePathList(i) note.tmpSourceView = SourceViewList(i) note.tmpSourceField = SourceFieldList(i) note.tmpListElement = ListElementList(i) note.tmpRetrievalKey = RetrievalKeyList(i) End If doc.reload If w.DialogBox("(ApproverRetrievalInfo)", True, True) = True Then tmpSourceServer = note.tmpSourceServer SourceServerList(i) = tmpSourceServer(0) tmpSourcePath = note.tmpSourcePath SourcePathList(i) = tmpSourcePath(0) tmpSourceView = note.tmpSourceView SourceViewList(i) = tmpSourceView(0) tmpSourceField = note.tmpSourceField SourceFieldList(i) = tmpSourceField(0) tmpListElement = note.tmpListElement ListElementList(i) = tmpListElement(0) tmpRetrievalKey = note.tmpRetrievalKey RetrievalKeyList(i) = tmpRetrievalKey(0) End If Else SourceServerList(i) = "" SourcePathList(i) = "" SourceViewList(i) = "" SourceFieldList(i) = "" ListElementList(i) = "" RetrievalKeyList(i) = "" End If note.d_SourceServer = SourceServerList note.d_SourcePath = SourcePathList note.d_SourceView = SourceViewList note.d_SourceField = SourceFieldList note.d_ListElement = ListElementList note.d_RetrievalKey = RetrievalKeyList doc.reload If doc.EditMode Then doc.refresh Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"GetApproverDetails" Exit Sub End Sub ( X X X H H P -h #8 tmpName ApplicationProfile'++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Postopen(Source As Notesuidocument) Declare Sub Postmodechange(Source As Notesuidocument) Declare Sub Queryclose(Source As Notesuidocument, Continue As Variant) Declare Sub Querysave(Source As Notesuidocument, Continue As Variant) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As NOTESUIDOCUMENT Set Source = Bind(Objectname_) On Event Postopen From Source Call Postopen On Event Postmodechange From Source Call Postmodechange On Event Queryclose From Source Call Queryclose On Event Querysave From Source Call Querysave End Sub '++LotusScript Development Environment:2:2:Postopen:1:12 Sub Postopen(Source As Notesuidocument) On Error Goto ProcessError Set w = New NotesUIWorkspace Set doc = source Set note = source.Document If Not(doc.EditMode) Then note.SaveOptions = "0" doc.AutoReload = False DocWasSaved = False Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Postopen" Exit Sub End Sub '++LotusScript Development Environment:2:2:Postmodechange:1:12 Sub Postmodechange(Source As Notesuidocument) On Error Goto ProcessError If doc.EditMode Then note.SaveOptions = "1" doc.reload End If Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Postmodechange" Exit Sub End Sub '++LotusScript Development Environment:2:2:Queryclose:1:12 Sub Queryclose(Source As Notesuidocument, Continue As Variant) On Error Goto ProcessError If DocWasSaved = False Then Exit Sub ItemList = note.Items Forall n In ItemList If Ucase(Left(n.Name, 3)) = "TMP" Then n.Remove End Forall note.Save True, True Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Queryclose" Exit Sub End Sub '++LotusScript Development Environment:2:2:Querysave:1:12 Sub Querysave(Source As Notesuidocument, Continue As Variant) Dim NoApprName As Integer On Error Goto ProcessError MaxApprovers = note.MaximumApprovers If MaxApprovers(0) = ""Then Messagebox "What is the maximum number of approvers for this type of approval?", 0,_ "Required Field" source.GoToField("MaximumApprovers") continue = False Exit Sub End If ApprName = note.d_ApprName NoApprName = False If Cint(MaxApprovers(0)) <= Ubound(ApprName) + 1Then For n = 1 To Cint(MaxApprovers(0)) If ApprName(n-1) = "" Then NoApprName = True Exit For End If Next Else NoApprName = True End If If NoApprName Then Messagebox "You must specify approver details for " & MaxApprovers(0) & " approvers or change the value of # of approvers.", 0, "Application Profile" continue = False Else 'remove extra approver fields in case the user changed the number of maximum approvers ListMax = Cint(MaxApprovers(0)) - 1 'Redefine size of array to equal MaxApprovers Redim SourceList(ListMax) Redim NameList(ListMax) Redim EditApprList(ListMax) Redim FunctionList(ListMax) Redim WinList(ListMax) Redim LateActionList(ListMax) Redim SourceServerList(ListMax) Redim SourcePathList(ListMax) Redim SourceViewList(ListMax) Redim SourceFieldList(ListMax) Redim ListElementList(ListMax) Redim RetrievalKeyList(ListMax) 'get the existing data ApprSource = note.d_ApprSource ApprName = note.d_ApprName ApprFunction = note.d_ApprFunction ApprWin = note.ApprWin LateAction = note.d_LateAction EditAppr = note.EditAppr SourceServer = note.d_SourceServer SourcePath = note.d_SourcePath SourceView = note.d_SourceView SourceField = note.d_SourceField ListElement = note.d_ListElement RetrievalKey = note.d_RetrievalKey 'copy the array values On Error Resume Next For y = 0 To ListMax SourceList(y) = ApprSource(y) NameList(y) = ApprName(y) FunctionList(y) = ApprFunction(y) WinList(y) = ApprWin(y) LateActionList(y) = LateAction(y) EditApprList(y) = EditAppr(y) SourceServerList(y) = SourceServer(y) SourcePathList(y) = SourcePath(y) SourceViewList(y) = SourceView(y) SourceFieldList(y) = SourceField(y) ListElementList(y) = ListElement(y) RetrievalKeyList(y) = RetrievalKey(y) Next 'send new data back to fields note.d_ApprSource = SourceList note.d_ApprName = NameList note.EditAppr = EditApprList note.d_ApprFunction = FunctionList note.ApprWin = WinList note.d_LateAction = LateActionList note.d_SourceServer = SourceServerList note.d_SourcePath = SourcePathList note.d_SourceView = SourceViewList note.d_SourceField = SourceFieldList note.d_ListElement = ListElementList note.d_RetrievalKey = RetrievalKeyList DocWasSaved = True End If Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Querysave" Exit Sub End Sub ^( 4/ G@ [T qT G@ [D G@ [t G@ [4 G@ [d '++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Exiting(Source As Field) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As FIELD Set Source = Bind(Objectname_) On Event Exiting From Source Call Exiting End Sub '++LotusScript Development Environment:2:2:Exiting:1:12 Sub Exiting(Source As Field) On Error Goto ProcessError WorkflowObject = doc.FieldGetText("WorkflowObject") If WorkflowObject = "" Then Messagebox "Please enter the name of the form which requires approval.", 0,_ "Required Field" doc.GoToField("WorkflowObject") End If Call doc.FieldSetText("PromptTitle", WorkflowObject + " Approval") Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Exiting WorkflowObject" Exit Sub End Sub '++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Exiting(Source As Field) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As FIELD Set Source = Bind(Objectname_) On Event Exiting From Source Call Exiting End Sub '++LotusScript Development Environment:2:2:Exiting:1:12 Sub Exiting(Source As Field) On Error Goto ProcessError MaxApprovers = doc.FieldGetText("MaximumApprovers") If MaxApprovers = "" Then Messagebox "What is the maximum number of approvers for this type of approval?", 0,_ "Required Field" doc.GoToField("MaximumApprovers") Call doc.FieldSetText("MaximumApprovers", "5") Exit Sub End If Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Exiting MaximumApprovers" Exit Sub End Sub Application Profile Basics What is the name of the form which requires approval (i.e., Purchase Requisition, Time Sheet...)? Approval form name: WorkflowObject Is this a Serial (one at a time) or Parallel (all at once) route? Routing type: Serial RoutingMethod One after the other | SerialAll at Once | Parallel When an someone needs to approve a form, they are sent an email. Should this email consist of a doclink to the original document which they must approve or should the entire document be sent? Routing delivery: Share NotificationMethod Doclink | Share Approval List Approver details ( must be filled in! ) What is the maximum number of individauals who will need to approve this form? # of approvers: MaximumApprovers 12345 '++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Click(Source As Button) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As BUTTON Set Source = Bind(Objectname_) On Event Click From Source Call Click End Sub '++LotusScript Development Environment:2:2:Click:1:12 Sub Click(Source As Button) On Error Goto ProcessError tmpFunction = note.tmpFunction If tmpFunction(0) = "" Then note.tmpFunction = "Manager" Call GetApproverDetails(0) Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Approver 1 Button" Exit Sub End Sub New Button Need a newer version of Notes to execute this button. 0S0E Approver 1... FieldValue d_ApprName 1S2S6S SourceValue d_ApprSource 0R1S2S6S SourceValue Defined FieldValue Not defined yet SourceValue Retrieved Retrieved from d_SourcePath SourceValue Entered Entered when submitted FieldValue 0RR3S4S5S6S7S8S9S10S12S14S15S16S18S19S20S24S27S28S29S31S33StmpName1 d_ApprFunction tmpFunc1 Should the submitter of the form be allowed to modify the Approver list? Is the list editable: EditableList Yes | YesNo | No MaximumApproversX 4S5S '++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Click(Source As Button) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As BUTTON Set Source = Bind(Objectname_) On Event Click From Source Call Click End Sub '++LotusScript Development Environment:2:2:Click:1:12 Sub Click(Source As Button) On Error Goto ProcessError If note.tmpFunc1(0) = "" Then Msgbox "Please enter the Approver Information in order." Exit Sub End If Call GetApproverDetails(1) Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Approver 2 Button" Exit Sub End Sub New Button Need a newer version of Notes to execute this button. 0S0E Approver 2... FieldValue d_ApprSourcej d_ApprName Not defined yet 1S2S8S9S11S17S20S24S SourceValue d_ApprSource 0R1S2S8S11S SourceValue Defined FieldValue Not defined yet SourceValue Retrieved Retrieved from d_SourcePath SourceValue Entered Entered when submitted FieldValue 0RR3S4S5S6S7S8S9S10S12S14S15S16S18S19S20S26S29S33S34S35S37S39S tmpName2 d_ApprSourcej d_ApprFunction 6S7S9S15S18S22StmpFunc2 MaximumApproversX 4S5S '++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Click(Source As Button) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As BUTTON Set Source = Bind(Objectname_) On Event Click From Source Call Click End Sub '++LotusScript Development Environment:2:2:Click:1:12 Sub Click(Source As Button) On Error Goto ProcessError If note.tmpFunc2(0) = "" Then Msgbox "Please enter the Approver Information in order." Exit Sub End If Call GetApproverDetails(2) Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Approver 3 Button" Exit Sub End Sub New Button Need a newer version of Notes to execute this button. 0S0E Approver 3... FieldValue d_ApprSourcej d_ApprName Not defined yet 1S2S8S9S11S17S20S24S SourceValue d_ApprSource 0R1S2S8S11S SourceValue Defined FieldValue Not defined yet SourceValue Retrieved Retrieved from d_SourcePath SourceValue Entered Entered when submitted FieldValue 0RR3S4S5S6S7S8S9S10S12S14S15S16S18S19S20S26S29S33S34S35S37S39S tmpName3 d_ApprSourcej d_ApprFunction 6S7S9S15S18S22StmpFunc3 MaximumApproversX 4S5S '++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Click(Source As Button) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As BUTTON Set Source = Bind(Objectname_) On Event Click From Source Call Click End Sub '++LotusScript Development Environment:2:2:Click:1:12 Sub Click(Source As Button) On Error Goto ProcessError If note.tmpFunc3(0) = "" Then Msgbox "Please enter the Approver Information in order." Exit Sub End If Call GetApproverDetails(3) Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Approver 4 Button" Exit Sub End Sub New Button Need a newer version of Notes to execute this button. 0S0E Approver 4... FieldValue d_ApprSourcej d_ApprName Not defined yet 1S2S8S9S11S17S20S24S SourceValue d_ApprSource 0R1S2S8S11S SourceValue Defined FieldValue Not defined yet SourceValue Retrieved Retrieved from d_SourcePath SourceValue Entered Entered when submitted FieldValue 0RR3S4S5S6S7S8S9S10S12S14S15S16S18S19S20S26S29S33S34S35S37S39S tmpName4 d_ApprSourcej d_ApprFunction 6S7S9S15S18S22StmpFunc4 MaximumApproversX 4S5S '++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Click(Source As Button) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As BUTTON Set Source = Bind(Objectname_) On Event Click From Source Call Click End Sub '++LotusScript Development Environment:2:2:Click:1:12 Sub Click(Source As Button) On Error Goto ProcessError If note.tmpFunc4(0) = "" Then Msgbox "Please enter the Approver Information in order." Exit Sub End If Call GetApproverDetails(4) Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Approver 5 Button" Exit Sub End Sub New Button Need a newer version of Notes to execute this button. 0S0E Approver 5... FieldValue d_ApprSourcej d_ApprName Not defined yet 1S2S8S9S11S17S20S24S SourceValue d_ApprSource 0R1S2S8S11S SourceValue Defined FieldValue Not defined yet SourceValue Retrieved Retrieved from d_SourcePath SourceValue Entered Entered when submitted FieldValue 0RR3S4S5S6S7S8S9S10S12S14S15S16S18S19S20S26S29S33S34S35S37S39S tmpName5 d_ApprSourcej d_ApprFunction 6S7S9S15S18S22StmpFunc5 d_ApproverSource Manual 1S2S3S4S Options Options Do you want each Approvers to have the option of entering comments? Approvers enter comments: CommentsAllowed Yes | YesNo | No Occasionally, a workflow becomes stalled and someone must resolve the problem then cause the flow to resume. This person is typically associated with the business group which requires the approval, such as Purchasing, Payroll, Human Resources, etc., and has the authority to take any action on the document. What person or group will perform this administrative function? Form administrator: FormAdmin What text would you like to appear in the title bar of prompt boxes issued by this form? Prompt caption: PromptTitle If this form will be emailed to another database once approval is complete, enter the Mail-in Database name here. Mail-in database: FinalDestinationDb Terminology What terminology does your workplace use for "New" (e.g., To Be Opened, Initiated, Latest, etc.) What terminology does your workplace use for "Open" (e.g., Current, Valid, etc.) Open What terminology does your workplace use for "Awaiting Approval" (e.g., Unprocessed, To Be Done, etc.) Awaiting Approval What terminology does your workplace use for "Approved" (e.g., Signed, Passed, etc.) Approved What terminology does your workplace use for "Denied" (e.g., Not Approved, Approval Withheld, etc.) Denied What terminology does your workplace use for "Withdrawn" (e.g., Removed, Retracted, etc.) Withdrawn What terminology does your workplace use for "Closed" (e.g., Ended, Concluded, etc.) Closed What terminology does your workplace use for "Complete" (e.g., Concluded, Ended, etc.) Complete Awaiting Approval Approved Denied Withdrawn Closed Complete 1S2R3S4R5S6R7S8R9S10R11S12R13S14R StatusListj There must be one status corresponding with each listed on the form.{ 6S7S9S14SStatusList Closer 0S0E _Edit Document Categori_ze Send Docu_ment _Forward _Move to Folder... _Remove from Folder O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ $p_WorkflowObject_O p_ApprovalWindow p_MaximumApprovers ApprovalDate1 ApprovalDate2 ApprovalDate3 ApprovalDate4 ApprovalDate5 FunctionPosition ListElement1_1 ListElement1_2 ApprovalWindow ListElement1 ListElement2 ListElement3 ListElement1_3 ListElement1_4 $dApprovalWindow_O $dExpirationAction_O dApprovalWindow ApprovalWindow1 ApprovalWindow2 ApprovalWindow3 ApprovalWindow4 ApprovalWindow5 $dApprWindow_O $dExpireAction_O dApprWindow dListElement1 dListElement2 dListElement3 dListElement4 dListElement5 ApprWindow1 ApprWindow2 ApprWindow4 ApprWindow5 ApprWindow3 $d_ApprWindow_O $d_ExpireAction_O d_ApprWindow $d_ApproverSource_O $ApprName1_O d_ListElement1 ApprWin1 d_ListElement2 ApprWin2 d_ListElement3 ApprWin3 d_ListElement4 ApprWin4 d_ListElement5 ApprWin5 APPRWIN $TITLE $Info $WindowTitle $Script $$Script_O $$ScriptName $$FormScript $$$FormScript_O $$WorkflowObject $WorkflowObject_O $$MaximumApprovers $MaximumApprovers_O $Body $ACTIONS (ApproverInfo) tmpSource Defined ApprovalDoc 3S4S5S6S8S @ @@ @` @ @@ @@@@@`@@ `@ `@@`@``@ tmpSource ApprovalDoc 1S2S Source of name: If window is missed: Approval window: Approver function: day(s) tmpWin Please enter an approval window.{ tmpWin Approval window must be at least one day{ 3S4S6S11StmpWin tmpName tmpName tmpName tmpSource Defined Please click the button to add the Approver's Name, or change the source. 3S4S5S6S7S8S10S18S tmpFunction Please enter the function of this approver (ex. Manager). 0R3S4S6S11StmpFunction tmpSource tmpSource ApprovalDoc tmpSource Defined in this Profile | Defined Entered on the form by the submitter | Entered Retrieved from a database | Retrieved 3S4S6S8S9S10S11S12S tmpLateAction Approve the form | ApprovalReject the form | DenialSend a reminder | NotificationDo nothing | Nothing tmpApproverLabel tmpApproverLabel Approver name: tmpName 1S2S3S6S7S @ @@ @` @ @@ @@@@@`@@ `@ `@@`@``@ ficationDo nothi O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ ApprWin1 $TITLE $Info $$ScriptName tmpWin $Body (ApproverRetrievalInfo) Source Db Server: Element in List: Source Doc Field: Source Db View: Manager tmpSourceField Please enter the the field name from which the data will be retrieved.{ 3S4S6S11StmpSourceField names.nsf tmpSourcePath Please enter the database path as directoryfilename.nsf.{ 3S4S6S11StmpSourcePath ($Users) tmpSourceView Please enter the view from which the data will be retrieved.{ 3S4S6S11StmpSourceView tmpSourceServer tmpListElement If this field is a text list, please enter the element in the list. If it is not a text list, enter 1. tmpListElementX Please enter a number.{ 3S4S6S11S19S24StmpListElement tmpApproverLabel tmpApproverLabel Source Db Path: Key Field: RequesterName tmpRetrievalKey Please enter the name of the field on the approval form which will be used a a key to retrieve the data.{ 3S4S6S11StmpRetrievalKey O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ r!,Hi ueJ'' 2vs]S ApprWin1 tmpWin $TITLE $Info $$ScriptName $Body Categori_ze _Edit Document Send Docu_ment _Forward Create New Request" tList ApplicationProfiles 1S2S6S8S10S tList Error An error has occured. Please try again. tList 0R1S2S9S15S17S21S DocType New Request Choose one of the following: 0R1S2S3S7S9S11S13S DocType 0R4S when syncronous commands work, don't do ENVIRONMENT 0R1S @V4Command([Compose]; DocType); 0R1S FIELD WorkflowObject := DocType 0R1S _Move to Folder... _Remove from Folder... Instructions 0S0E O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ $Index $Formula $FormulaClass $ViewFormat $Comment $ACTIONS "MS Sans Serif '++LotusScript Development Environment:2:5:(Options):0:74 Option Public '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub GetApproverNames(x) Declare Sub IdentifyUser Declare Sub SetNextApprover Declare Sub SetDueDate Declare Sub SendNotification Declare Sub ResetAuthorNames Declare Sub LoadDisplayFields Declare Sub InitializeNewDoc '++LotusScript Development Environment:2:5:(Declarations):0:10 '-----OBJECT VARIABLES----- Dim w As NotesUIWorkspace Dim doc As NotesUIDocument Dim note As NotesDocument Dim profile As NotesDocument Dim maildoc As NotesDocument Dim s As NotesSession Dim db As NotesDatabase Dim view As NotesView Dim item As NotesItem Dim dt As NotesDateTime Dim db1 As NotesDatabase Dim view1 As NotesView Dim note1 As NotesDocument '------DATA VARIABLES Dim StatusList As Variant Dim Status As Variant Dim WorkflowObject As Variant Dim PromptTitle As Variant Dim MaxApprovers As Variant Dim RoutingMethod As Variant Dim DueDate As Variant Dim ApprName As Variant '------PROCESSING VARIABLES Dim CurrentApprover As Variant Dim NextAppr As Variant Dim ApprovalCount As Variant Dim NextApprover As Variant Dim CurrentUser As String Dim ApproverList() As Variant Dim Action As Variant Dim LastApprover As Integer Dim DocWasSaved As Variant Dim tmpList() As Variant Dim tmpList1() As Variant Dim SourceServer As Variant Dim SourcePath As Variant Dim SourceView As Variant Dim SourceKey As Variant Dim SourceField As Variant Dim SourceElement As Variant Dim PreviousDb As Variant Dim PreviousView As Variant Dim PreviousKey As Variant '++LotusScript Development Environment:2:2:GetApproverNames:1:8 Sub GetApproverNames(x) On Error Goto ProcessError Print "GettingApproverNames" KeyValue = note.GetItemValue(SourceKey(x)) ListElement = Cint(SourceElement(x)) - 1 'Do not get the input db, view, and note again unless it is different from the previous ones If PreviousDb <> SourceServer(x) & SourcePath(x) Then Set db1 = New NotesDatabase(SourceServer(x), SourcePath(x)) 'If for some reason the database isn't found, post an error to user and abort If (db1 Is Nothing) Then Messagebox "Could not proceed, database not found. Please contact " + note.FormAdmin(0), 0 + 64, "Design Error" doc.close Print End End If Set view1 = db1.GetView(SourceView(x)) 'If for some reason the view isn't found, post an error to user and abort If (view1 Is Nothing) Then Messagebox "Could not proceed, view not found. Please contact " + note.FormAdmin(0), 0 + 64, "Design Error" doc.close Print End End If Set note1 = view1.GetDocumentByKey(KeyValue(0),False) 'If for some reason the document isn't found, post an error to user and abort If (note1 Is Nothing) Then Messagebox "Could not proceed, document not found. Please contact " + note.FormAdmin(0), 0 + 64, "Design Error" doc.close Print End End If Else If PreviousView <> SourceView(x) Then Set view1 = db1.GetView(SourceView(x)) 'If for some reason the view isn't found, post an error to user and abort If (view1 Is Nothing) Then Messagebox "Could not proceed, view not found. Please contact " + note.FormAdmin(0), 0 + 64, "Design Error" doc.close Print End End If Set note1 = view1.GetDocumentByKey(KeyValue(0),False) 'If for some reason the document isn't found, post an error to user and abort If (note1 Is Nothing) Then Messagebox "Could not proceed, document not found. Please contact " + note.FormAdmin(0), 0 + 64, "Design Error" doc.close Print End End If Else If PreviousKey <> SourceKey(x) Then Set note1 = view1.GetDocumentByKey(KeyValue(0),False) 'If for some reason the document isn't found, post an error to user and abort If (note1 Is Nothing) Then Messagebox "Could not proceed, document not found. Please contact " + note.FormAdmin(0), 0 + 64, "Design Error" doc.close Print End End If End If End If 'Get the name and put it in the appropriate ApprName field If Not( note1.HasItem(SourceField(x))) Then Messagebox "Could not proceed, field not found. Please contact " + note.FormAdmin(0), 0 + 64, "Design Error" doc.close Print End End If NameList = note1.GetItemValue(SourceField(x)) ApprName(x) = NameList(ListElement) note.ApprName = ApprName ApprName = Evaluate("@Name([CN]; ApprName)", note) note.ApprName = ApprName 'Hold the current values as Previous so they can be used in the next loop to compare to new current PreviousDb = SourceServer(x) & SourcePath(x) PreviousView = SourceView(x) PreviousKey = SourceKey(x) Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"GetApproverNames" Exit Sub End Sub '++LotusScript Development Environment:2:2:IdentifyUser:1:8 Sub IdentifyUser On Error Goto ProcessError Print "IdentifyingUser" Builds an array called ApproverList, which is the list of remaining approvers. Determines the number (position) of the current and next approver. %ENDREM 'Initilize array bounds to the largest it can be (MaxApprovers - 1 because ApproverList is zero based) ListMax = Cint(MaxApprovers(0)) - 1 Redim ApproverList(ListMax) ApprStatus = note.ApprStatus ApprName = note.ApprName CurrentApprover = 0 x = 0 'Populate the array with all names with status = "None" and set CurrentApprover to whatever number in the list it is For n = 0 To ListMax If ApprStatus(n) = "None" Then If ApprName(n) = CurrentUser Then CurrentApprover = n ApproverList(x) = ApprName(n) x = x + 1 End If Next 'Reset the bounds of the array to fit its actual size Redim Preserve ApproverList(x-1) If Action(0) = "Submit" Then NextAppr = CurrentApprover Else NextAppr = CurrentApprover + 1 End If Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"IdentifyUser" Exit Sub End Sub '++LotusScript Development Environment:2:2:SetNextApprover:1:8 Sub SetNextApprover On Error Goto ProcessError Print "SettingNextApprover" 'Initialize the LastApprover flag LastApprover = False Select Case RoutingMethod(0) 'If RoutingMethod is serial then NextApprover is simply the next in the list Case "Serial" If NextAppr > Ubound(ApprName) Then 'StatusQualifier is only used while the approval cycle is active note.RemoveItem("StatusQualifier") LastApprover = True Else NextApprover = ApprName(NextAppr) note.NextApprover = NextApprover note.StatusQualifier = "by " & NextApprover End If Case "Parallel" Select Case Action(0) 'If submitting - the next approver is all approvers Case "Submit" note.NextApprover = ApproverList 'If Approving - remove CurrentUser from the ApproverList and reset NextApprover to the new list Case "Approve" ListMax = Ubound(ApproverList) Redim tmpList(ListMax) x = 0 For y = 0 To ListMax If ApproverList(y) <> CurrentUser Then tmpList(x) = ApproverList(y) x = x + 1 End If Next If x = 0 Then tmpList(x) = "None" LastApprover = True End If note.NextApprover = tmpList End Select End Select 'If this is the last approver then reset the status and remove the NextApprover field If LastApprover Then If Action(0) = "Approve" Then note.Status = StatusList(7) note.RemoveItem("NextApprover") End If Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"SetNextApprover" Exit Sub End Sub '++LotusScript Development Environment:2:2:SetDueDate:1:8 Sub SetDueDate On Error Goto ProcessError Print "SettingDueDate" ApprWin = note.ApprWin ListMax = Cint(MaxApprovers(0)) - 1 Redim tmpList(ListMax) 'Adjust today by the number of days to get the date on which it expires Select Case RoutingMethod(0) 'If Parallel - adjust all dates Case "Parallel" For n = 0 To ListMax Adjustment = ApprWin(n) dt.AdjustDay(Int(Adjustment)) tmpList(n) = dt.LSLocalTime dt.SetNow Next 'If Serial - only adjust the date for the Next Approver Case "Serial" DueDate = note.DueDate Redim tmpList(NextAppr) x = 0 Forall d In DueDate tmpList(x) = d If (tmpList(x) = "") Then tmpList(x) = dt.LSLocalTime End If x = x + 1 End Forall Adjustment = ApprWin(NextAppr) dt.AdjustDay(Int(Adjustment)) tmpList(NextAppr) = dt.LSLocalTime End Select note.DueDate = tmpList 'The following field is only used for display in the ToDo view of the mail file note.DueDateTime = note.DueDate Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"SetDueDate" Exit Sub End Sub '++LotusScript Development Environment:2:2:SendNotification:1:8 Sub SendNotification Print "SendingNotification" 'Instantiate the object variables for the maildoc note that we will create and its Body field Set maildoc = New NotesDocument(db) Set rtitem = New NotesRichTextItem(maildoc, "Body") DueDate = note.DueDate 'If this is the last approver then mail is sent to the requester 'The Recipient variable is used in the Messagebox at the end of this sub, to tell the user who mail was sent to If LastApprover Then RequesterName = note.RequesterName SendTo = RequesterName(0) Recipient = RequesterName(0) Select Case Action(0) Case "Approve" StatusString = "approved" tmpFlowStatus = "Approval of your " & WorkflowObject(0) & " is complete. " Case "Deny" StatusString = "denied" tmpFlowStatus = WorkflowObject(0) & " has been denied by " & CurrentUser Case "Withdraw" StatusString = "withdrawn" tmpFlowStatus = "Your " & WorkflowObject(0) &_ " has been withdrawn. You may be able to resubmit it at another time. " End Select Subject = "Your " & WorkflowObject(0) & " has been " & StatusString maildoc.FlowStatus = tmpFlowStatus Else 'If there are more approvers we need the appropriate expire date because we put in on the message Select Case RoutingMethod(0) 'If it is Serial - mail gets sent to the NextApprover Case "Serial" SendTo = NextApprover Recipient = NextApprover 'If it is Parallel - mail gets sent to all approvers Case "Parallel" SendTo = ApproverList Recipient = "all Approvers" End Select Subject = WorkflowObject(0) & " requires your approval by " & Format(DueDate(NextAppr), "Long Date") maildoc.DueDate = Format(DueDate(NextAppr), "Long Date") maildoc.FlowStatus = "Please follow this doclink to the " & WorkflowObject(0) & " and either approve or deny it." End If On Error Goto ErrorSending 'Send it, attaching the form if NotificationMethod = "Send" NotificationMethod = note.NotificationMethod Select Case NotificationMethod(0) Case "Send" note.SendTo = SendTo note.Subject = Subject note.save True, True Call note.Send (True) Case "Share" 'Put a doclink in the Body field and populate the other fields on the Bookmark mail form Call rtitem.AppendDocLink(note, "DocLink to " & WorkflowObject(0)) maildoc.InheritedDbTitle = db.Title maildoc.Form = "Bookmark" maildoc.SendTo = SendTo maildoc.Subject = subject 'If the request is being denied we update the Bookmark document field with the name of the object 'plus the Request Date and Request ID If (StatusString="denied") Then maildoc.InheritedSubject=WorkflowObject(0)+" Requested On "+Cstr(note.RequestDate(0)) End If Call maildoc.Send (False) End Select 'Display a message telling the user that mail has been sent and to whom Messagebox "Notification has been sent to " & Recipient & ".", 0 + 64, PromptTitle(0) Exit Sub ErrorSending: Messagebox "FYI: " & Recipient & " could not be notified via email at this time.", 0 + 64, PromptTitle(0) Exit Sub End Sub '++LotusScript Development Environment:2:2:ResetAuthorNames:1:8 Sub ResetAuthorNames On Error Goto ProcessError Print "ResettingAuthorNames" 'Get the field values needed to do this FormAdmin = note.FormAdmin RequesterName = note.RequesterName NewStatus = note.Status NextApprover = note.NextApprover 'Reset the upper bound of tmpList to the total number of NextApprovers + 1 Redim tmpList(Ubound(NextApprover) + 1) Select Case NewStatus(0) 'If approvals are done - the FormAdmin is the only editor Case StatusList(6), StatusList(7) note.AuthorizedEditors = FormAdmin(0) 'If approvals are not started - the Requester is the only editor Case StatusList(0), StatusList(1) note.AuthorizedEditors = RequesterName(0) Case Else tmpList(0) = FormAdmin(0) x = 1 Forall n In NextApprover tmpList(x) = n x = x + 1 End Forall note.AuthorizedEditors = tmpList End Select Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"ResetAuthorNames" Exit Sub End Sub '++LotusScript Development Environment:2:2:LoadDisplayFields:1:8 Sub LoadDisplayFields On Error Goto ProcessError ListMax = Cint(MaxApprovers(0)) - 1 Status = note.Status If (Status(0) = StatusList(0)) Or (Status(0) = StatusList(1)) Or (Status(0) = "") Then ApprWin = note.ApprWin Redim tmpList(Ubound(ApprWin)) x = 0 Forall w In ApprWin tmpList(x) = w & " days" x = x + 1 End Forall note.d_DueDate = tmpList Else DueDate = note.DueDate Redim tmpList(Ubound(DueDate)) x = 0 Forall d In DueDate tmpList(x) = Format(d, "Short Date") x = x + 1 End Forall note.d_DueDate = tmpList End If If doc.IsNewDoc Then Exit Sub Redim tmpList(ListMax) Redim tmpList1(ListMax) NextApprover = note.NextApprover Status = note.Status ApprStatus = note.ApprStatus ApprName = note.ApprName x = 0 y = 0 For i = 0 To ListMax NameValue = ApprName(i) If ApprStatus(i) = "None" Then 'Build FutureApprover list - all names with blank status, except if they are in the NextApprover list IsFuture = True Forall n In NextApprover If NameValue = n Then IsFuture = False End Forall If IsFuture Then tmpList(x) = NameValue x = x + 1 End If Else 'Build PastApprover list - all names which have a status tmpList1(y) = NameValue y = y + 1 End If Next If tmpList(0) = "" Then note.d_FutureApprovers = "None" Else note.d_FutureApprovers = tmpList End If If tmpList1(0) = "" Then note.d_PastApprovers = "None" Else note.d_PastApprovers = tmpList1 End If If Status(0) = StatusList(6) Or Status(0) = StatusList(7) Then If tmpList1(0) <> "" Then note.d_Approvers = tmpList1 Else If tmpList1(0) <> "" Then note.d_Approvers = tmpList End If Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"LoadDisplayFields" Exit Sub End Sub '++LotusScript Development Environment:2:2:InitializeNewDoc:1:8 Sub InitializeNewDoc On Error Goto ProcessError 'If the profile indicates that ApproverNames are retrieved from another db then 'get the ApproverNames. This needs to be done after the global variables (above) are set. note.Status = StatusList(0) SourceServer = note.d_SourceServer SourcePath = note.d_SourcePath SourceView = note.d_SourceView SourceKey = note.d_RetrievalKey SourceField = note.d_SourceField SourceElement = note.d_ListElement ApprName = note.d_ApprName note.ApprName = ApprName ApprFunction = note.d_ApprFunction note.ApprFunction = ApprFunction LateAction = note.d_LateAction note.LateAction = LateAction ApprSource = note.d_ApprSource x = 0 Forall n In ApprSource If n = "Retrieved" Then GetApproverNames(x) x = x + 1 End Forall ListMax = Cint(MaxApprovers(0)) - 1 Redim tmpList(ListMax) 'Initialize all approval statuses to "None" (they must have a non blank value) For x = 0 To ListMax tmpList(x) = "None" Next note.ApprStatus = tmpList 'Initialize all approval dates to yesterday (they must have a date value) Set dt = New NotesDateTime("") dt.SetNow dt.AdjustDay(-1) For x = 0 To ListMax tmpList(x) = dt.LSLocalTime Next note.ApprDate = tmpList 'Initialize all approval comments to " " For x = 0 To ListMax tmpList(x) = " " Next note.ApprComment = tmpList Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"InitializeNewDoc" Exit Sub End Sub ApprName ApprovalLogic'++LotusScript Development Environment:2:5:(Options):0:66 '++LotusScript Development Environment:2:5:(Forward):0:1 Declare Sub Postopen(Source As Notesuidocument) Declare Sub Querysave(Source As Notesuidocument, Continue As Variant) Declare Sub Queryclose(Source As Notesuidocument, Continue As Variant) Declare Sub Postrecalc(Source As Notesuidocument) '++LotusScript Development Environment:2:5:(Declarations):0:2 '++LotusScript Development Environment:2:2:BindEvents:1:129 Private Sub BindEvents(Byval Objectname_ As String) Static Source As NOTESUIDOCUMENT Set Source = Bind(Objectname_) On Event Postopen From Source Call Postopen On Event Querysave From Source Call Querysave On Event Queryclose From Source Call Queryclose On Event Postrecalc From Source Call Postrecalc End Sub '++LotusScript Development Environment:2:2:Postopen:1:12 Sub Postopen(Source As Notesuidocument) On Error Goto ProcessError Print "Opening Document" DocWasSaved = False 'Instantiate object variables Set w = New NotesUIWorkspace Set doc = source Set note = source.Document Set db = note.ParentDatabase Set s = New NotesSession 'Turn off AutoReload to speed up response time source.AutoReload = False If source.IsNewDoc Then 'Make sure that the doc was created from the Action, not from the Create menu (the designer might see this while testing) 'This is because on a new doc we don't know the form name yet so we don't know which profile to used 'The profile name is the same as the form name and is passed in using an Environment variable DocType = s.GetEnvironmentString("DocType") Call s.SetEnvironmentVar("DocType", "None") If DocType = "None" Or Isempty(DocType) Then Messagebox "This Document must be created via the Create New Request action."_ & " Please remove it from the Create Menus.", 0, "Error" Continue = False source.Close Exit Sub End If 'Retrieve the profile and copy all of its items to this document. These are used to set up the doc and some are 'deleted in QueryClose. Set view = db.GetView("Application Profiles") Set profile = view.GetDocumentByKey(DocType,False) If profile Is Nothing Then Messagebox "This application will not execute correctly without an application profile.", 0 + 64, "Design Error" doc.close Print Exit Sub Else profile.RemoveItem("Form") Call profile.CopyAllitems(note) End If FormAdmin = note.FormAdmin If FormAdmin(0) = "" Then note.FormAdmin = db.Managers note.RequesterName = s.CommonUserName End If 'Set up global variables CurrentUser = s.CommonUserName StatusList = note.StatusList WorkflowObject = note.WorkflowObject PromptTitle = note.PromptTitle MaxApprovers = note.MaximumApprovers RoutingMethod = note.RoutingMethod 'Set up defaults If source.IsNewDoc Then 'This needs to be done after the globals are set up InitializeNewDoc Else note.RemoveItem("Action") note.RemoveItem("SaveOptions") End If If source.EditMode Then 'Reload the data from the note to the document source.Reload 'Refresh the document to reset HideWhens and computed fields source.Refresh End If 'Clear the status bar Print Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Postopen" Exit Sub End Sub '++LotusScript Development Environment:2:2:Querysave:1:12 Sub Querysave(Source As Notesuidocument, Continue As Variant) On Error Goto ProcessError Print "Verifying" 'Set DocWasSaved so that QueryClose knows to remove the temporary fields DocWasSaved = True 'If the save was not via an action then we do not need to do this If Not note.HasItem("Action") Then Exit Sub 'Get the fields we need Action = note.Action Status = note.Status ListMax = Cint(MaxApprovers(0)) - 1 'Instantiate the date object variable and set it to now Set dt = New NotesDateTime("") dt.SetNow 'This subroutine sets up the variables needed in the other subroutines IdentifyUser Select Case Action(0) Case "Submit" 'If you are resubmitting then remove existing status fields If (Status(0) = StatusList(4)) Or (Status(0) = StatusList(5)) Then For n = 1 To 5 note.RemoveItem("ApprStatus") note.RemoveItem("ApprDate") note.RemoveItem("ApprComment") Next End If 'Reset the request date to today and the status to awaiting approval note.RequestDate = dt.LSLocalTime note.Status = StatusList(2) 'Set the next approver(s), then expiration and send mail to the appropriate person(s) SetNextApprover SetDueDate SendNotification Case "Approve" 'Set approval status for the current approver ApprStatus = note.ApprStatus ApprStatus(CurrentApprover) = StatusList(3) note.ApprStatus = ApprStatus 'Set approval date for the current approver ApprDate = note.ApprDate ApprDate(CurrentApprover) = dt.LSLocalTime note.ApprDate = ApprDate 'Set comment value for the current approver NewComment = note.d_ApprComment ApprComment = note.ApprComment ApprComment(CurrentApprover) = NewComment(0) note.ApprComment = ApprComment 'Set the next approver, the expiration and send mail to the appropriate person(s) SetNextApprover If RoutingMethod(0) = "Serial" Then If Not LastApprover Then SetDueDate End If If RoutingMethod(0) = "Serial" Or LastApprover Then SendNotification Case "Deny" 'Set the approval status, date, and comment for current approver, remove status qualifier and next approver, and set LastApprover flag ApprStatus = note.ApprStatus ApprStatus(CurrentApprover) = StatusList(4) note.ApprStatus = ApprStatus note.Status = StatusList(6) note.RemoveItem("StatusQualifier") note.RemoveItem("NextApprover") LastApprover = True 'Set approval date for the current approver ApprDate = note.ApprDate ApprDate(CurrentApprover) = dt.LSLocalTime note.ApprDate = ApprDate 'Set comment value for the current approver NewComment = note.d_ApprComment ApprComment = note.ApprComment ApprComment(CurrentApprover) = NewComment(0) note.ApprComment = ApprComment 'Send notification SendNotification End Select 'Print this message to the status bar because saving can take some time Print "Saving" 'Reload data from the note to the document (if you do not - what's on the document will overwrite everything we just did) source.Reload Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Querysave" Exit Sub End Sub '++LotusScript Development Environment:2:2:Queryclose:1:12 Sub Queryclose(Source As Notesuidocument, Continue As Variant) On Error Goto ProcessError If (source.EditMode = False) Or (DocWasSaved = False) Then Exit Sub Else Print "Closing" End If 'Set the subject field RequestDate = note.RequestDate RequesterName = note.RequesterName note.Subject = WorkflowObject(0) & " requested by " & RequesterName(0) &_ " on " & Format(RequestDate(0), "Short Date") 'Remove the Action field and any field that begins with d_ 'This includes all temporary fields and all display only fields '(a backend save will save computed for display fields unless you do this) note.RemoveItem("Action") ItemList = note.Items Forall n In ItemList If Left(n.Name, 2) = "d_" Or Left(n.Name, 2) = "D_" Then n.Remove End Forall 'We reset the author names here because the backend lets you save the doc after you have removed 'yourself from the AuthorNames field. ResetAuthorNames note.save True, True Print Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"Queryclose" Exit Sub End Sub '++LotusScript Development Environment:2:2:Postrecalc:1:12 Sub Postrecalc(Source As Notesuidocument) On Error Goto ProcessError Action = note.Action If Action(0) <> "EditApprover" Then Exit Sub note.RemoveItem("Action") If Isempty(note.tmpApprNumber) Then Exit Sub ApprNumber = note.tmpApprNumber i = Cint(ApprNumber(0)) - 1 ApprName = note.ApprName ApprFunction = note.ApprFunction ApprWin = note.ApprWin LateAction = note.LateAction ApprStatus = note.ApprStatus note.tmpApproverLabel = "Approver" & ApprNumber(0) note.tmpSource = "ApprovalDoc" note.tmpName = ApprName(i) note.tmpFunction = ApprFunction(i) note.tmpWin = ApprWin(i) note.tmpLateAction = LateAction(i) doc.reload If w.DialogBox("(ApproverInfo)", True, True) = False Then Exit Sub NewName = note.tmpName NewFunction = note.tmpFunction NewWin = note.tmpWin NewLateAction = note.tmpLateAction ApprName(i) = NewName(0) ApprFunction(i) = NewFunction(0) ApprWin(i) = NewWin(0) LateAction(i) = NewLateAction(0) note.ApprName = ApprName note.ApprFunction = ApprFunction note.ApprWin = ApprWin note.LateAction = LateAction note.ApprStatus = ApprStatus doc.reload Exit Sub ProcessError: Msgbox "Error (" & Cstr(Err) & " ) -> " & Error$(Err),16,"PostRecalc" Exit Sub End Sub [t Kh Kt ,\ AuthorizedEditors 4S6S AuthorizedEditors Request ID RequestId WorkflowObject HeaderTitle __________________________________________________________________________________ Status StatusListv 4S6S7S Requested By RequesterName RequesterName Status StatusListv 4S6S7S Requested By RequesterName d_RequesterName Request Date RequestDate Status Status Status StatusQualifier StatusQualifier Status StatusListv Status StatusListv 4S6S7S8S9S13S15S16S Paintbrush cann this file becaus created using a of Windows earl 3.0. Save As From Copy To Save Colors As Printing '%s' on on %s Page %d of % donelNot enoug to print. more application rease available Requestor Previous Approvers Current Approver Future Approvers RequesterName d_Requester_1 ApprStatus ApprName ApprStatus ApprName ApprStatus ApprName ApprStatus ApprName ApprStatus ApprName 1S2S6RS19E12S14S15S17S19S26S27RS19E35S38S41S42S44RS24E46S52S55S59S60RS19E68S71S74S75S77RS24E79S85S88S92S93RS19E101S104S107S108S110RS24E112S118S121S125S126RS19E134S137S140S141S143RS24E145S tempj 0R6S7S9S11Sd_PastApprovers NextApprover NextApprover ApprName NextApprover d_PastApprovers 1S2S8S9S10S12S 0R3S4S6S8S d_FutureApprovers Status StatusListv 4S6S7S Status StatusListv 4S6S7S Paintbrush cann this file becaus created using a of Windows earl 3.0. Save As From Copy To Save Colors As Printing '%s' on on %s Page %d of % donelNot enoug to print. more application rease available Status StatusListv Status StatusListv 4S6S7S8S9S13S15S16S Requester Approvers RequesterName d_Requester_2 ApprName d_Approvers Additional Information Approver Name Approver Function Due Date Expiration Action Status }#D*}# Date ApprName ApprName ApprFunction ApprFunction DueDate ApprWin days DueDate D0S0V 9S10S12S16S17S19S23S d_DueDate LateAction LateAction ApprStatus ApprStatus }#D*}# ApprStatus ApprDate D0S0V ApprStatus ApprDate D0S0V ApprStatus ApprDate D0S0V ApprStatus ApprDate D0S0V ApprStatus ApprDate D0S0V 1S2S8S10S11S13S15S21S24S27S28RS15E36S39S42S43S44S45S47RS20E49S57S60S2E64S67S68RS15E76S79S82S83S84S85S87RS20E89S97S100S2E104S107S108RS15E116S119S122S123S124S125S127RS20E129S137S140S2E144S147S148RS15E156S159S162S163S164S165S167RS20E169S177S180S2E184S ApprDatej ApprDatej 0R6S7S9S11S15S d_ApprDate _________________________________________________________________________________ Close Action 1S2S3S Edit Documentu 0S0E Status StatusListv AuthorizedEditors 4S6S7S8S9S14S18S Edit Approver List EditableList ApprName Approver EditAppr^ 1S2S5S6S8S10S11S12S EditWhom PromptTitle Please choose the approver which you would like to edit. 0RR1S2S5S6S8S10S12S16S19S tmpApprNumber EditWhom ApproverG EditWhom EditWhom ApprNamev 0RR1S2S3S9S12S18S22S26S Action EditApprover 0RR1S2S3S Status StatusListv RequesterName FormAdmin EditableList EditAppr^ 5S7S8S9S10S11S12S13S14S15S16S18S19S26S29S30S31S34S35S37S38S39S40S44S45S Submit for Approval ApprName Entered when submittedG PromptTitle Please use the "Edit Approver List" button to enter a valid approver name. 6S9S15S17S21S Action Submit 0RR1S2S3S SaveOptions 0R1S2S3S Status StatusListv RequesterName FormAdmin 5S7S8S9S10S11S12S13S14S15S16S18S19S26S29S30S31S Approve_: Action Approve 0RR1S2S3S SaveOptions 0R1S2S3S CommentsAllowed EnterComments PromptTitle 0RR3S4S6R10S11S12S15S NextApprover FormAdmin 6S9S10S11S Deny6 Action 0RR1S2S3S SaveOptions 0R1S2S3S CommentsAllowed EnterComments PromptTitle 0RR3S4S6R10S11S12S15S NextApprover FormAdmin 6S9S10S11S View Comments DisplayComments 4S5S6S SaveOptions 0R1S2S3S ApprComment 7S8S O=Lotus Notes O=Lotus Notes PURSAFO |.:#U O=Lotus Notes CN=Lotus Notes Template Development/O=Lotus Notes PURSAFO Fde!f^^ ApprDate $TITLE $Info $Script $$Script_O $$ScriptName $$FormScript $$$FormScript_O RequestDate $Body $ACTIONS 03/19/96 09:11:58 AM Lotus Notes updated [OtherDomainServers] 09/29/95 12:13:52 PM Catherine Duffy/Iris updated [-Default-] 09/29/95 12:13:44 PM Catherine Duffy/Iris updated LocalDomainServers 09/28/95 08:45:57 PM Catherine Duffy/Iris updated [OtherDomainServers] 09/28/95 08:45:47 PM Catherine Duffy/Iris updated [OtherDomainServers] 09/28/95 08:45:45 PM Catherine Duffy/Iris updated [LocalDomainServers] 09/28/95 08:45:42 PM Catherine Duffy/Iris updated [-Default-] 09/28/95 08:45:37 PM Catherine Duffy/Iris updated LocalDomainServers 09/28/95 08:45:34 PM Catherine Duffy/Iris updated -Default- 09/28/95 04:23:31 PM Lotus Notes updated LocalDomainServers 09/28/95 04:23:05 PM Lotus Notes updated [LocalDomainServers] 09/28/95 04:23:02 PM Lotus Notes updated [OtherDomainServers] 09/28/95 04:22:38 PM Lotus Notes updated LocalDomainServers 09/28/95 04:22:34 PM Lotus Notes updated [LocalDomainServers] 09/28/95 04:22:31 PM Lotus Notes updated [OtherDomainServers] 09/28/95 04:22:25 PM Lotus Notes added [OtherDomainServers] 09/28/95 04:22:25 PM Lotus Notes added [LocalDomainServers] 09/28/95 04:22:25 PM Lotus Notes added LocalDomainServers 09/28/95 04:22:25 PM Lotus Notes added [-Default-] 09/28/95 04:20:32 PM Lotus Notes updated -Default- 09/28/95 04:20:25 PM Lotus Notes deleted LocalDomainServers -Default- [-Default-] LocalDomainServers [LocalDomainServers] [OtherDomainServers]