Lotus Domino Designer 8: Special Notes Features

Course Code: DDSNF8
Product: Lotus Notes/Domino R8.0.1
Duration: 2 days
Topics/Pages: 15 topics / 238 pages
Price (US dollars):
$45 per user


Developers often overlook the many special features integrated into Notes either because they are not aware of them or assume wrongly that they can only be used in the standard applications, such as Mail. In fact these special features can be added to all applications, and often require only an additional amount of work to support.

This course shows how users configure and use a particular feature and then describe in detail what the developer must do to support the feature.

Course goals

This course will teach you how to:

  • Display unread marks in Folders and Views, display the total number of unread documents in Bookmarks and in Outline Entries for Folders, and filter Folders and Views to display only unread documents.
  • Describe how replication works down to the Field-level, and to employ the various design techniques that can be used to prevent replication conflicts.
  • Expand the utility of private documents to include extended document authorship and limited readership and to ensure that even private documents replicate to all servers.
  • Provide users with the ability to undelete deleted documents by adding soft deletion support.
  • Categorize documents at the View or document level using a special dialog box.
  • Develop alternate Forms for display, printing, and workflow applications.
  • Mail-enable applications to allow asynchronous inter-database messaging.
  • Enable users to discover which Folders a document has been filed in.
  • Add calendar and scheduling capabilities that tie into the domain-wide user busytime system.
  • Integrate Sametime presence awareness, instant messaging, and instant contacts.
  • Create an appropriate full text index and save advanced searches that users can run.
  • Let users use Quicksearch feature to quickly find matching documents in Views and allow users to customize shared Views and Folders to suit their needs.
  • Create a custom subscription Form that allows users to monitor your custom applications for new documents that meet their search criteria.
  • Describe how to provide a better user interface to database archiving and selective replication.
  • Describe how to provide a better user interface to posting meta information about a document to the Domain Catalog.


This course is designed for Notes programmers well versed in using Domino Designer 8. It assumes that you have:

  • extensive experience using Notes 8
  • thorough knowledge of the Domino Designer 8 development environment, including Form and View design
  • mastered the Topics covered in Domino Designer 8: Basic Notes Application.

This course is part of a series of Domino Designer 8 training courses. Follow these paths to master all aspects of developing applications using Domino Designer.

Domino Designer 8: Basic Notes Applications provides the base knowledge for this additional training:
Client Track

      • Configure Domino to use DB2 as a database engine and build applications that access relational data, DB2 for Domino 8 Administrators and Developers.
      • Specialize in programming Notes applications to respond to built-in user interface features, Domino Designer 8: Special Notes Features.
      • Convert an application written for Notes clients to be used in browsers, Domino Designer 8: Basic Browser Applications.
      • Provide data to cutting-edge Web applications, Domino Designer 8: Web Agents and Web Services.

Language Track. These languages apply to both Notes and browser clients:

    • Learn sophisticated application techniques that fully exploit the formula language in Domino Designer 8: Formula Language.
    • Develop sophisticated applications and Agents with LotusScript in Domino Designer 8: LotusScript.
    • Add powerful client-side scripting to browser applications in Domino Designer 8: JavaScript.


This course is sold as a 2-day course.

Course design

This is a lecture/lab course that follows a task-oriented approach. During the many course exercises you will create a working application from the ground up. As you learn about various aspects of Domino Designer, you will immediately apply the concepts and techniques as you work on your application.


Topic 1: Unread Marks

Display the number of unread documents
Display unread count in Outline and unread marks in Views
Mark all read/unread warning
Scan for unread documents
Designing for unread marks
View unread filter
Exercise: Create Shortcut to Notes Basic configuration
Exercise: Display unread marks

Topic 2: Conflict Documents

Replication defined
Why replicate databases
Database Replica ID and Document UNID
Server-to-server replication
Item modification record
Single source item update
Deleted documents
Document replication conflicts
Save conflicts are already prevented
Preventing replication conflicts
Strategy 1: Proper ACL settings
Strategy 2: Document locking
Enable document locking in the database
Document locks and mobile users
Strategy 3: Document versioning
Strategy 4: Automatically merge replication conflicts
Strategy 5: Hide conflict documents
Strategy 6: Programmatically resolve conflict documents
Strategy 7: Manually reconcile conflict documents
Exercise: Replication conflicts and document locking

Topic 3: Private Documents 

Mark Private Action button
Mark Public Action button
Recover a private document
Expand the idea of Private documents
Replicate Private documents
Exercise: User control over readership
Pseudo document security

Topic 4: Soft Document Deletions

Designing for soft deletions
Step 1: Set Database soft deletions property
Step 2: Create Soft Deletions View
Step 3: Create Outline Entry for Soft Deletions View
Step 4: Create the Restore and Purge Agents
Step 5: Create the Actions in the Soft Deletions View
Exercise: Soft Deletion support
Force a hard delete
Soft deletions and security
Instantly move to trash on Delete
Programmatically prevent orphan documents

Topic 5: Categories Field 

Handling (Not Categorized) documents
Exercise: All Products by\Department View

Topic 6: Alternate Forms 

Review: Form versus document
Forms for different purposes
User can manually change Forms
Potential user confusion
Programmatically select alternate Forms
Order of precedence
Examples of programmatic control over Forms
Preventing user mis-saves
Exercise: Alternate Form for printing report from View
Exercise: Alternate Form for printing Document

Topic 7: Mail-Enabled Applications 

Advantages of mail-enabled applications
Mail mechanisms
SendTo value
Mail triggers
@MailSend with parameters
Exercise: @MailSend with parameters
@MailSend without parameters
Exercise: @MailSend without parameters
Send the form with the message
Strategy 1: Copy the Form to the user Mail
Strategy 2: Store form in document Form property
Strategy 3: Store Form only in copy of document that is mailed
General interaction with user Mail
Mail-in databases

Topic 8: Discover Folders

Find where messages are filed
Exercise: Add Discover Folders feature

Topic 9: Calendars and Scheduling 

Open any users Calendar
Open ($Calendar) View in current database
Mail custom Appointment documents to users
Exercise: Analyze how to send a reminder to a user
Simpler approach to adding Appointments
More information about Appointment forms
Embedded Scheduler architecture
Using an Embedded Scheduler
Add Embedded Scheduler and set properties
Required Fields and Field association
Exercise: Embedded Scheduler

Topic 10: Integrated Sametime

Sametime product family
Online awareness in a Form
Online awareness in Views
Embed an Instant Messaging Contact List
Formula language functions
Exercise: Enable Sametime
Programmatically send Sametime messages

Topic 11: Full Text Search

Built-in full text search bar
Create the full text index
Full text index options
Full text search index properties
Exercise: Create full text index
Limitations of full text search
Exercise: Search for information
Search results
Valid search operators
Web-style search
Improve your results
More search options
Save searches
Prevent simple search if no full text index
Programming full text search
Enable multi-database search
Searching multi-database indexes
Server configuration for Domain Search

Topic 12: View/Folder Tools 

Built-in View/Folders tools
Starts with
Exercise: Test Starts with
Private Views/Folders
User-customizable Views/Folders
Pick Inbox Style

Topic 13: Subscriptions

Laborious ways to find new documents
Subscribe to databases
User: Configure Notes to monitor headlines
User: Subscribe to a database
User: Subscription results
Admin: Subscriptions and Domino security
Admin: Subscriptions and database security
Admin: Database property to allow headline monitoring
Developer: Customize Subscription Form
Developer: Customize default View
Exercise: Configure and test subscriptions
Subscription Options View
User: Three methods to display results
Discussion Interest Profiles
Interest Profiles and subscriptions

Topic 14: Archiving and Selective Replication

Selective Replication
Drag and drop selective replication

Topic 15: Domain Content Map

Knowledge taxonomy
Automatic categorization
Document properties Meta tab
Create the taxonomy
Import a taxonomy
Verify your Catalog/Domain Search server
Use the Meta tab
Exercise: Meta tab information
Problems with the current (lack of) design
Start of an improved design
Challenges to categorized information