AUTOMATING TASKS USING SIMPLE AGENTS


Sample agent: Sending documents
You want to send a weekly update report to the other people working on your project. (There must be a SendTo field in any document you want to send.)

First, open the database containing the document you want to send, then choose Create - Agent. Notes displays the Agent Properties box and opens the Programmer's pane.

In the Agent Properties box:

1. Enter "Weekly Report" in the Name field under the Basics tab.

2. In the Trigger section, select "On schedule," then select "Weekly" from the list.

3. Click Schedule.


4. Enter a day in the "On" field and a time in the "At" field, then click OK.
5. For Target, select "All new & modified documents."

6. Close the Agent Properties box.

In the Programmer's pane:

1. Click the Objects tab in the Info List section, then select Document Selection from the list of objects.

2. Click "Add Condition" at the bottom of the Programmer's pane.


3. Select the condition "Multiple words."

4. Enter the term "Weekly Report" in field number 1.

5. Click Add.


6. Click the Objects tab in the Info List, then select Action from the list of objects.

7. Click "Add Action."


8. Select "Send Document" in the Action field.

9. Click Add.


10. Choose File - Save to save the agent in the database.

Note


See Also