Using Quattro Pro with Lotus Notes

Lotus Notes is a database application with messaging capabilities. Notes/FX (Notes Field Exchange) lets you embed a Quattro Pro notebook in a Lotus Notes field, using it to exchange data between the applications. Either application can use the data.

The first step in linking a notebook with a Lotus Notes database is to create a field block in Quattro Pro. This helps set the fields you want the Lotus Notes database to recognize as common to both applications. For additional information, see the reference topic “Example: Setting up Notes/FX field blocks.”

Next, you must create a new database in Lotus Notes. Then, you can embed a Quattro Pro notebook in Lotus Notes. Once you set up a form in Lotus Notes with fields configured to match those in the Notes/FX field block file, you can create a Lotus Notes view. In Lotus Notes, a view displays data from the database in a specified order. The columns you create display the data entered into a single field on a database form.

Activating the Notes database form allows you to enter data in Quattro Pro Notes/FX that displays in the Lotus Notes database view.


To create a field block in Quattro Pro

Wordperfect Quattro Pro btnbacktotopproc Using Quattro Pro with Lotus Notes
1.
 
Organize data into two columns in a new notebook.
2.
 
Select the field block.
3.
 
Click Insert Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Name Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Name cells.
4.
 
In the Name box, type Notes Fields.
5.
 
Click Add.
6.
 
Click Close.
7.
 
Click File Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Properties.
8.
 
Type information in the following boxes:
Title — lets you type a title; for example, Current Value
Subject — lets you type a subject; for example, Present Value Calculation
Keywords — lets you add keywords. Keywords should be separated with a comma if they are used as field names in the field block; for example, payment, rate, period, result, author, date, datablock, and the name given to the field block.
Comments — lets you add comments

Wordperfect Quattro Pro note Using Quattro Pro with Lotus Notes

 
The Statistics tab in the Properties dialog box shows you the name, location, title, creation date, date last saved, and revision number of a file.
 
For additional information on field blocks, see the reference topic “Example: Setting up Notes/FX field blocks.”

To create a Lotus Notes database

Wordperfect Quattro Pro btnbacktotopproc Using Quattro Pro with Lotus Notes
1.
 
Start Lotus Notes.
2.
 
Click File Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Database Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes New.
3.
 
Choose Local from the Ser
ver
list box.
4.
 
Type a name for the database in the Title box.
5.
 
Type a filename in the Filename box.
6.
 
Choose Blank from the Template list.

To embed a Quattro Pro notebook in Lotus Notes

Wordperfect Quattro Pro btnbacktotopproc Using Quattro Pro with Lotus Notes
1.
 
Double-click the Database icon on the Lotus Notes workspace.
2.
 
Click Create Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Design Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Form.
3.
 
Create edit fields with descriptors and properties that correspond to fields in the Notes/FX field block.
For example: Payment (number, editable)
4.
 
Place the pointer in the Rich text box, and click Create Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Object.
5.
 
Enable the Create an object from file option, and select the Quattro Pro file.
6.
 
Click Design Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Form properties.
7.
 
On the Launch tab, choose Quattro Pro from the AutoLaunch list.
8.
 
Select the Creating, Editing, and Reading options from the Launch when list.
If you want the form to launch only when the Launch button on the activated form window is clicked, disable these three items.
9.
 
On the Basics tab, and type a name for the form in the Form name box.

Wordperfect Quattro Pro note Using Quattro Pro with Lotus Notes

 
You can customize the appearance of the form (for example, changing the background color or font colors of labels). For information about making changes to the form, see the Lotus Notes online Help.

Wordperfect Quattro Pro tip Using Quattro Pro with Lotus Notes

 
You can label an edit field with a descriptor by typing directly on the form next to where you want the edit field to display.
 
You can also create an edit field on a Lotus Notes form by clicking Create Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Field, or by clicking the Create field SmartIcon on the SmartIcon toolbar.

To create a Lotus Notes view for embedded Quattro Pro fields

Wordperfect Quattro Pro btnbacktotopproc Using Quattro Pro with Lotus Notes
1.
 
Open a Lotus Notes database.
2.
 
Click Create Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Design Wordperfect Quattro Pro  Using Quattro Pro with Lotus Notes loads/sub/quattro-pro/en/source/images/onestep.jpg" height="14" width="9" border="0" hspace="0" vspace="0" align="absmiddle"> View.
3.
 
Type a name for the view.
4.
 
Click View, and double-click the view.
5.
 
Click Create Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Insert new column.
6.
 
Label the column with the name of the first field on the form.
7.
 
In the design pane, enable the Field option.
8.
 
Select the field name from the list.
9.
 
Repeat steps 4 to 6 for the remaining form fields.

Wordperfect Quattro Pro note Using Quattro Pro with Lotus Notes

 
You can customize the view to display alternating colors for the database entries or display special fonts in column headings. For information about ways to customize a view, see the Lotus Notes online Help.

Wordperfect Quattro Pro tip Using Quattro Pro with Lotus Notes

 
If a database has only one view, that view displays by default when you open the Lotus Notes database. To display a specific view when there are multiple views, select the view name in the Folders and view section of the navigation tree.
 
If you want to add a column to the right of the default column, double-click on the column bar.

To enter data in Quattro Pro Notes/FX

Wordperfect Quattro Pro btnbacktotopproc Using Quattro Pro with Lotus Notes
1.
 
Open a previously-created database.
2.
 
Click Create, and select a form.
3.
 
Click File Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Open.
4.
 
In Quattro Pro, type new data.
5.
 
Click File Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Properties and type information in the following boxes:
Title — lets you type a title; for example, Current Value
Subject — lets you type a subject; for example, Present Value Calculation
Keywords — lets you add keywords. Keywords should be separated with a comma if they are used as field names in the field block; for example, payment, rate, period, result, author, date, datablock, and the name given to the field block.
Comments — lets you add comments

Wordperfect Quattro Pro note Using Quattro Pro with Lotus Notes

 
To close the Lotus Notes form after entering data in the Quattro Pro embedded field, click Close in the upper-right corner of the Lotus Notes dialog box.

Wordperfect Quattro Pro tip Using Quattro Pro with Lotus Notes

 
If Quattro Pro doesn’t aut
omatically start when you click File Wordperfect Quattro Pro onestep Using Quattro Pro with Lotus Notes Open, click the Launch button to start Quattro Pro, and open the file containing the Notes/FX field block.
 
If a database has only one view, that view displays by default when you open the Lotus Notes database. To display a specific view when there are multiple views, select the view name in the Folders and view section of the navigation tree.

Using Quattro Pro with Lotus Notes