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do you have a idea how can I solve this in Lotus Notes?

  1. There is a document Form Person.

In this document I want to have a embedded view that shows notes only related to this person.

  1. I created a Form Notes and a view Notes. I can embed the view in the Person mask and select a view. In my case Notes.

The problem is that I see all notes for all persons. Not only the notes to this person where the view is embedded.

How can I refer to only the current Person document? How can I build a button in the embedded view to create a new notes document that refers to the current person document where the embedded view actually is?

Thanks!

Best regards Robert

Robert Moszczynski
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2 Answers2

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Write a formula into "Embedded View / Show single category" which returns the category for the current Person. This way only rows related to this category are visible in embeded view.

Knut Herrmann
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  • Ok, but I have to explicit add every person to one persons category to filter the documents. Could I use a hidden id field to reference that? Like "Show me all notes documents for current person" and the person document would have an id field for identification? – Robert Moszczynski Apr 20 '16 at 10:44
  • Yes, use an id field or a field which combines first and last name. – Knut Herrmann Apr 20 '16 at 10:47
  • There is an option "Choose a View based on a formula". I don't understand what it do. Can I use it? – Robert Moszczynski Apr 20 '16 at 10:51
  • No, not in your case. You will use just one certain view which is categorized by person (id or name). – Knut Herrmann Apr 20 '16 at 10:54
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    Perfect! Thank you man! I done the following steps: 1. The Notes View have a first colum set from standard to categorised. The first column displays the value of a field with the ID of the Person. If you look at the not embedded view you see the Notes documents are grouped by this field. 2. Next I set the "show single category" in the embedded view to the field name of the Person Person_ID. And it works perfect. – Robert Moszczynski Apr 20 '16 at 11:03
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Instead of using an embedded view, you can use a trick I describe here: http://blog.texasswede.com/dynamic-tables-in-classic-notes/

What you do is to build the rows of the view one by one using a separate form, then rendering them into a rich tect field on your person document.

Karl-Henry Martinsson
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