Adding LinkPoint Connect Shared Actions to the ($Inbox) Folder in IBM Notes Templates

About

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

cursor-48

Click the images throughout the Knowledge Base to see full size versions of screen captures.

 

Adding LinkPoint Connect Shared Actions to the ($Inbox) Folder in IBM Notes Templates

Step_1 In Domino Designer, copy the LinkPoint Shared Actions for Record to CRM, Side Panel and Smart Record to CRM from the LinkPointSetupV5.nsf database.

Adding_Shared_Actions_$Inbox_Folder_Step1

Paste the LinkPoint Shared Actions to the CodeShare Actions folder in the Mail Template.

Adding_Shared_Actions_$Inbox_Folder_Step2

Step_3 Insert the LinkPoint Shared Actions into the ($Inbox) folder using the Create > Action > Action with Sub Action menu option.

Adding_Shared_Actions_$Inbox_Folder_Step3

Step_4

Delete the Sub Action (Untitled).

Adding_Shared_Actions_$Inbox_Folder_Step4

Step_5

Open the Action (Untitled) and change the Name from (Untitled) to LinkPoint and close the Action.

Adding_Shared_Actions_$Inbox_Folder_Step5

Step_6

Select the LinkPoint Action and insert the LinkPoint Shared Actions using the Create > Insert Shared Action menu option.

Adding_Shared_Actions_$Inbox_Folder_Step6

Step_7

Select Record to CRM, Side Panel, and Smart Record to CRM Shared Actions, and click Insert.

Adding_Shared_Actions_$Inbox_Folder_Step7

Step_8

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

Adding_Shared_Actions_$Inbox_Folder_Step8

Save the form.Step_9

 

Example_Web

Example: Inbox view with LinkPoint action menus installed.
Inbox

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

Support_Web Still need help? Contact our Support Team.

Related Articles