Use Excel data in the form of Lotus Notes views and field exchanges

Source: Internet
Author: User
In Notes View displays data from the workbook
To display the workbook data in the Notes view, you must first define the name of the data to be displayed. The name is the same as the corresponding field in Lotus Notes; then define a custom file attribute. File Attribute and Lotus The attributes in notes are the same.

* Insert Microsoft into the Notes document Excel Workbook, if you have not created a workbook that contains the RTF text field (format text field/RTF text field: A display format and image, not just the text field, such as embedded objects .) To create the notes that contain the workbook. Form . Procedure
O in Lotus Notes, click Database .
O for different Lotus Notes Versions, follow these steps: Lotus Notes 4.x
+ Open the document or form to insert the workbook and Perform one of the following operations: on the "Create" menu, click the RTF text field (format text field/RTF Text Field) that contains editable Editing: A display format and image, not just a text field, such as an embedded object .) . Click in the RTF text field, and then click object in the "Create" menu ".
On the View menu, click design ". In the Design Click form in the Navigation Pane ". Double-click the form.
On the "Create" menu, point to "design" and click "form ".
+ Perform one of the following operations: Insert a blank workbook, click Create object, and then click Microsoft Excel worksheet in the object type box ".
Click Create object from file in a copy of an existing workbook, enter the name of the workbook in the file box, or click browse to select from the file list.
+ Perform one of the following operations: select the worksheet to be displayed, double-click the EXCEL object, and then click a different worksheet.
Show the workbook icon and select the "show as icon" check box.

Lotus Notes 3.x
+ Open the document or form to insert the workbook and Perform one of the following operations: on the "write" menu, click the RTF text field (format text field/RTF Text Field) that contains editable Editing: A display format and image, not just a text field, such as an embedded object .) In the left-side navigation pane.
On the "design" menu, click "form", click a form in the "form" box, click "edit", and click the position where the workbook is to be displayed.
On the "design" menu, click "form", and then click "new" (or click a form in the "form" box and click "new copy "), click at the position where the workbook is to be displayed.
+ On the "edit" menu, point to "insert" and click "object ".
+ In the object type box, click Microsoft Excel worksheet ".
+ To change the workbook display mode, click "display format", select the desired format, and click "OK ".
+ Perform one of the following operations: Insert a blank workbook and click OK ".
Click "select file" for the copy of the existing workbook to be embedded, select the expected workbook from the list, and click "OK ".
+ To select the worksheet displayed in the document, double-click the EXCEL object and click a different worksheet.

* Perform one of the following operations: Lotus Notes 4.x, right-click the embedded workbook in the document or form, and click open in the shortcut menu ".
Lotus Notes 3.x double-click the embedded workbook in the document or form.
* in Excel, click the worksheet or chart worksheet that contains the data to be used in Lotus Notes, and select the corresponding data. If any data cell is protected or contains formula , the field is updated in a single direction: from Excel to notes. If the field in notes is changed, this change is not reflected in Excel.
* in the editing bar (edit bar: the bar area at the top of the Excel window, used to enter or edit values or formulas in cells or charts. The constant value or formula stored in the active cell is displayed in the edit column .) In the "name" box, type a name, and then press Enter.
* on the "file" menu, click "properties ".
* click the "Custom" tab.
* in the "name" box, type a name for the custom file attributes.
* select the "link to content" check box.
* in the "value" box, type the name defined in step 4, and click "add ".
* create fields in the Notes form. In the "name" box, type an Excel custom file property name (not an Excel-defined name ).
* select the attribute to be included in the view. In addition to custom file attributes, you can also display many file attributes of a workbook (for example, the title and author of a workbook ).

Update use field exchange

* determine whether the fields to be updated are unidirectional or bidirectional. The following fields are bidirectional fields: title, topic, author, keyword, remarks, Manager, unit, category, and custom attribute name. All other fields are unidirectional fields.
* Perform one of the following operations: one-way field updates one-way field from the workbook attribute.
operation method
O please Perform one of the following operations: Lotus Notes 4.x in the Notes document or table, right-click to embed an object (embedded object: Information (object ). Once embedded, this object becomes part of the target file. Changes made to the embedded object are reflected in the target file .) And then click open in the shortcut menu ".
in Lotus Notes 3.x, double-click the Microsoft Excel Workbook inserted as an embedded object in the Notes document or form.
O on the "file" menu of Excel, click "properties ".
o change the information in any file attribute fields defined in advance.
O to update the Lotus Notes field related to the attribute field, save and close the workbook and return it to Lotus Notes.

two-way Fields use the preceding method to update two-way fields from the workbook attributes or the Lotus Notes field to update the workbook attributes.
operation method
O in Lotus Notes, open the document containing the fields to be updated.
O select the text in the field to be updated.
O enter new information between the field brackets.
O to update attributes in a workbook, double-click the embedded object in the Notes document or form (embedded object: information contained in the source file and inserted into the target file (object ). Once embedded, this object becomes part of the target file. Changes made to the embedded object are reflected in the target file .).

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