Lotus Notes 7 Help - Sample agent: Forwarding mail

AUTOMATING TASKS USING SIMPLE AGENTS

Sample agent: Forwarding mail
You want product schedules sent to you by your manager, Daniel Peterson, to be distributed to the rest of your team automatically on a daily basis.

Note If a rule using the "send copy to" action is enabled for your organization, you could accomplish this task more easily by filtering your mail using that rule. For more information, see Filtering new mail using rules.

To use an agent to accomplish this task, open your mail database and choose Create - Agent. Notes displays the Agent Properties box and the Programmer's pane.

In the Agent Properties box:

1. Enter "Forward Schedules" in the Name field under the Basics tab.

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

3. Click Schedule.

Notes opens the Schedule dialog box.

4. Enter a time in the "Starting at" field, then click OK.

Notes closes the Schedule dialog box.

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.

Notes displays the Add Condition dialog box.

3. Select the condition "Multiple words."

4. Enter the term "schedule" in field number 1.

5. Click Add.

Notes adds the condition to the agent and closes the Add Condition dialog box.

6. Click "Add Condition."

7. Select the condition "By author."

8. Select "is any of" in the field under "Search for documents whose Author..."

9. Enter "Daniel Peterson" in the name field.

Note

Enter multiple names separated by commas. If you know a user's hierarchical name (such as Mary Sen/Development/Acme), enter it. If you are not sure of how a name is spelled, click the person icon to browse for person names in a Public Address Book.

10. Click Add.

Notes adds the condition to the agent and closes the Add Condition dialog box.

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

12. Click "Add Action" at the bottom of the Programmer's pane.

Notes displays the Add Action dialog box.

13. Select "Send Mail Message" in the Action field.

14. Enter recipient names in the To field.

15. Enter "Latest Product Schedule" in the Subject field.

16. Select "Include copy of document."

17. Click Add.

Notes adds the action to the agent and closes the Add Action dialog box.

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