Adding LinkPoint Connect Action Buttons to Email Forms in IBM Notes Templates

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LinkPoint360 offers the ability to install LinkPoint Connect buttons and menu options within IBM Notes to support end user adoption. IBM Notes users often find that the most efficient way to install LinkPoint Connect buttons and menus is by using a Template. LinkPoint360 can provide all of the preconfigured code needed in order to create and install the Template in IBM Notes. Templates must be installed by an IBM Notes Administrator on the client side. Note that Templates only display the LinkPoint Connect menu items if the LinkPoint Connect application is installed. Any users who do not have or use LinkPoint Connect will not see the LinkPoint Connect menus in their instance of IBM Notes.

LinkPoint Connect includes IBM Notes Action Scripts that can be added to an existing or new mail template. These Action Scripts allow users to access the LinkPoint Connect functionality within IBM Notes. The actions recommended in this document are suggested IBM Notes Template enhancements to support LinkPoint Connect functionality. The recommended enhancements may not be necessary based on your organizations requirements.

Tip: The LinkPointSetupV5.nsf is only used to help install the LinkPoint Agents when needed and to hold the LinkPoint Action Scripts. This database is not used or required by LinkPoint Connect in order to run.

Tip: The LinkPoint Action Menus are programmed with a Hide action formula that will prevent displaying of any LinkPoint Action menu if the following Registry Key does not exist. This Registry Key is automatically created when LinkPoint Connect is started. Registry Key: HKEY_CURRENT_USERSoftwareLinkPoint360LicenseManagerLastVerified

Warning: Supported Lotus Notes versions include Versions 9.x, 8.x, 7.x, 6.x (Basic and Standard).

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Adding LinkPoint Connect Action Buttons to Email Forms in IBM Notes Templates

In Domino Designer, open the MemoReplyHolder form under Forms in the LinkPointSetupV5.nsf database.

Copy the LinkPoint action menu by clicking the right mouse button and selecting Copy.

Open the Message, Reply, and Reply with History & Attachment forms from your Mail Template.

Paste the LinkPoint action menus into the Action Bar list by clicking the right mouse button and selecting Paste.

Drag the LinkPoint action item up or down to move its position within the list.

Tip: The LinkPoint action item is typically moved to the top so it is the left most Action Button on the form.

Save the form.

Example: New email view with LinkPoint action menus installed.

Example: New reply view with LinkPoint action menus installed.

Download: Access the complete LinkPoint Connect: Lotus Notes + Salesforce User Guide in .pdf format. Get the User Guide

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