Creating an agent

Before you begin, plan your agent carefully. For example, decide what type of agent you want (simple action, formula, LotusScript, imported Java, or Java), what it will act upon, where it will run, how it will be invoked, whether it will perform restricted or unrestricted operations, and under whose ID it should run (run on behalf of).

1. In Designer, open the database in which you want to create an agent.

2. Choose Create - Design - Agent. The Agent Properties box appears.

3. On the Basics tab, enter a name for the agent in the Name field.

4. Optionally, enter a comment in the Comment field. The comment appears when you view the list of agents.

5. Click Shared if this agent will be used by other users. A shared agent is one that other users have access to. Note that ownership of a shared agent can be reassigned to another user who saves or re-signs the agent.

6. If the agent searches for text in documents, you can specify the following settings in the Options section: 7. To run an agent without having to wait until it completes, check "Run in background client thread."
8. In the Runtime section of the properties box, choose one of the following triggers for the agent. Different options appear depending on the trigger you choose. 9. Click the Security tab of the Agent Properties box to set up security for the agent.

10. Close the Agent Properties box after you have filled in the necessary fields.

11. From the Run list in the Programmer's pane, choose one of the following to define the agent’s automated components:

12. If you want to create a search, select the Object tab and then the "Document Selection" event in the Programmer's pane. Then use the "Add Condition" button to invoke the Add Condition dialog box.
13. Save the agent.
Scheduled agents are enabled by default when first created and existing scheduled agents that are edited are saved with their current state of enabled or disabled.

For additional information on using the Enable, Disable, and Sign buttons, see Useful agent procedures.

For additional information on agent security, see Security for agents on servers and the Web.

For troubleshooting information, see Troubleshooting agents.

See Also