How do I create a Notes widget from a form or document?

You can create a widget that opens an HCL Notes® document or that fills out a Notes form using a default value, selected Live Text, or typed values.

About this task


  1. Open the target Notes form or document on which to base your widget. To configure from a form, open a new document from the form in question, enter data, save, and then close the new document. Then, reopen the document and continue with Step 2.
  2. Click the Configure a Widget from Current Context toolbar button to start the wizard.
    Note: If you use a local Notes application as the widget source, the widget will not be functional in a Notes roaming user context nor will it be functional for other users you share it with through either email or by publishing to a catalog.
  3. Select the configuration option you want and click Next and go to either step 4 or 5.
    • Build a widget that fills out this Notes form

      This option enables you to select form fields to wire with default or selected text.

    • Build a widget that opens this Notes document

      This option creates a widget that opens this document; wiring options are not provided.

  4. If you selected Build a widget that opens this Notes document, use the default Notes URL or optionally specify another value. Specify a widget name or accept the default, and enable Display as a Panel or Just configure a widget for now.
  5. If you selected Build a widget that fills out this Notes form, specify a widget name (or use the default) and use the Basic tab to select the fields you want to wire. Once selected, click the Advanced tab to optionally specify the following options and then click Next to open the Wire an action to configure a widget dialog.
    • Configure – Enable to specify a default value.
    • Default value – Specify a default value.
  6. The Wire an action to configure a widget dialog prompts you to specify whether to use recognized content or other content, specify the content (type) and then wire a Content type property to a Widget property. Entries in the Content type property field are derived from the selected content (type), which is the field next to the New Recognizer button. Entries in the Widget property field are derived from the fields you selected on the previous Configure a widget dialog. See How do I wire a widget action for related information.
  7. Click Next to view the Test and Publish panel instructions and then Finish to create the widget and close the wizard.