Compose a new document in a embedded view and set field value in Lotus Notes

Question

I have the following situation:

1. The mask Person has a embedded view with documents of form Notes (notes about the person).
2. The mask Person has a Person_ID field.

I need an action in the embedded view that do the following actions:

1. Creates a new Notes document.
2. Reads the field Person_ID from the mask where the view is embedded.
3. Stores the value in the new created document in the field Notes_Refto.
4. Opens the new document in the edit mask.

Best regards Robert

Answer 1

Add this button to your form Person, not into the embedded view. You can position the button right above or beneath the embedded view.

Let the new document inherit fields from Person document like the Person_ID field.