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How to add Readers field to Notes documents created by Integra
To limit the access of a new documents created by Integra via the "Save as Document" option you will need to add readers to the new document. This can be achieved using lotus script in the "advanced script" section of the profile.
The example below allows these persons to access the document: Mark Brown, the person running the Integra report and those who have the "[Acme]" role to the database.
Const CB_INITIALISE = 3
Const CB_ACTIONONLY = 16
Const CB_BFOREXPORT = 10
Const CB_INVALID = 12
Const CB_CATEGORY = 13
Const CB_TOTAL = 14
Const CB_CONFLICT = 15
Const CB_BFORREADNOTES = 6
Const CB_BFORWRITECOM = 1
Const CB_AFTERWRITECOM = 9
Const CB_BFORCOMACTION = 5
Const CB_BFORNOTESACTION = 2
Const CB_TERMINATE = 4
Select Case stats.cbstatus
Case CB_INITIALISE
Case CB_ACTIONONLY
Case CB_BFOREXPORT
Case CB_INVALID
Case CB_CATEGORY
Case CB_TOTAL
Case CB_CONFLICT
Case CB_BFORREADNOTES
Case CB_BFORWRITECOM
Case CB_AFTERWRITECOM
Case CB_BFORCOMACTION
Case CB_BFORNOTESACTION
If Not stats.savdoc Is Nothing Then
' before save as
Const ReadersFieldName = "rf" 'where rf is the name of the readers field on the document
Dim reader(2) As String
Dim session As New NotesSession
Dim nm As NotesName 'remove this if you wish to use the full notes name
Set nm = New NotesName(session.UserName) 'remove this if you wish to use the full notes name
reader(0) = "Mark Brown"
reader(1) = "[Amce]"
reader(2) = nm.Common 'use session.username if you wish to use the full notes name
If Not stats.savdoc.HasItem(ReadersFieldName) Then
Dim readeritem As New NotesItem(stats.SavDoc, ReadersFieldName,reader, READERS)
Else
stats.SavDoc.Rf = reader 'where rf is the name of the readers field on the document
End If
Else
' before send to
End If
Case CB_TERMINATE
End Select
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