Ben Langhinrichs

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September, 2007
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Civility in critiquing the ideas of others is no vice. Rudeness in defending your own ideas is no virtue.


Tue 11 Sep 2007, 02:42 PM
As I mentioned before, John Head gave the first live demo of OpenSesame in his talk on Notes 8 Productivity Editors - User and Programability (click on the link to get the slides and demo db, but not the OpenSesame stuff, as I asked him not to post that).  Now that he is done (and, yes, he said it went well and was well received), I thought I'd describe the full scenario with some screen prints.  For the second scenario, which is slightly more development oriented and less business oriented, you will have to wait until Rob Novak gives his version of the same talk in London, September 19-21.  I bet they could still squeeze you in there if you wanted to go.  Anyway, here goes.  I'll start by repeating the scenario I described (actually, modified just a bit), then show screenshots with some comments.  Let me know what you think.

Scenario: Approval Cycle
As team leader at Pinnacle Products, Melissa is responsible for ensuring that the sales data in her regional sales database is accurate, but her team is spread out in various locations.  To give each team member a chance to review and edit the sales data, Melissa uses OpenSesame to take the data from her Lotus Notes database and send it out as a spreadsheet attachment to Tim.  Tim has Notes 8, so he simply edits the spreadsheet in the Lotus Spreadsheets productivity editor, makes a few changes, then sends the spreadsheet to Gerald, who does not have Notes on his laptop, but does have OpenOffice.  Gerald edits the spreadsheet with OpenOffice Calc, makes a few more changes, and sends the spreadsheet on to Mary.  Mary doesn't have either OpenOffice or Notes 8, but she does have access to Google Spreadsheets, so she makes her changes in that and sends the final edited spreadsheet back to Melissa.  Melissa opens the spreadsheet with Lotus Spreadsheets, and is able to review each change using the built in revision tracking, rejecting one or two edits, accepting others, and making an edit or two of her own.  Finally, she incorporates the changes back into Notes using OpenSesame again.

Figure 1 - The regional sales database, before any changes. (Click on any image to see full size version)

Notes view before revisions


Figure 2 - After clicking on the view action, the view is rendered as a spreadsheet and attached to a memo

Notes view rendered and attached to memo


Figure 3 - Opening the spreadsheet shows the rendered view, including links back to original documents

Notes view rendered and shown in spreadsheet


Figure 4 - Each team members makes revisions and forwards on the modified spreadsheet.  The final memo is mailed back to the database, where it appears in the Pending Edits view

Edits Pending view


Figure 5 - Opening the memo, Melissa can see that it has been forwarded around to the team

Edits Pending view


Figure 6 - Melissa opens the document and launches the spreadsheet again.  Revised items are shown with a colored box, and when a revision is moused over will show the person who made the change, when they made it and what it was changed from and to.

Spreadsheet with highlighted revisions


Figure 7 - Melissa can unprotect the document and view all revisions, choosing to accept some and reject others.

Accept or Reject dialog for revisions


Figure 8 - Finally, saving the changes, Melissa can return to the view and press the View Action, recording all changes.  Note changes such as Mobile as a new city in Alabama, or "Joe's Delivery Service" changed to "DHL Goldstar"

Notes view after revisions


Of course, John ran the whole demo live, so this is not just smoke and mirrors.  Let me know what you think.

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