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Automating tasks using simple agents
You can program Notes® to perform tasks automatically using agents (also known as macros). Agents can help you perform repetitive tasks, such as managing documents and sending memos.
Working with agents
You can program HCL Notes® to perform tasks automatically using agents (also known as macros). Agents can help you perform repetitive tasks, such as managing documents and sending memos.
Managing agents
You can edit and delete agents and move and copy agents within an application and from one application to another.

Automating tasks using simple agents
You can program Notes® to perform tasks automatically using agents (also known as macros). Agents can help you perform repetitive tasks, such as managing documents and sending memos.
- Working with agents
  You can program HCL Notes® to perform tasks automatically using agents (also known as macros). Agents can help you perform repetitive tasks, such as managing documents and sending memos.
  - Creating agents
    You can create a basic agent in an application to help you automate tasks.
  - Naming agents
    The names you give to manually-run agents appear as choices in the Actions menu. The names are case-sensitive and can be any combination of characters, including letters, numbers, spaces, and punctuation. Choose a name that reflects the purpose of the agent.
  - Managing agents
    You can edit and delete agents and move and copy agents within an application and from one application to another.
  - Viewing a list of agents
    The agent list is a list of all of the agents in an application. Agents are programs that perform tasks.
- Sample agents
  These topics contain sample agents that you can use to better understand how to create your own agents.
- Advanced agents topics
  These topics contain additional information about agent conditions and triggers, for more advanced users.

Managing agents

You can edit and delete agents and move and copy agents within an application and from one application to another.

About this task

You cannot modify and save an agent that is running.

Results

To edit an agent

About this task

Procedure

Open the agents list and double-click the agent you want to edit.
Make edits in the Agent properties box or the Programmer's pane.
Press Esc.
Click Yes to save the changes you have made to the agent.

Results

To copy an agent

About this task

Procedure

Open the agents list and select the agent.
From the menu, click Edit > Copy.
If you are copying the agent to another application, open that application and click View > Agents.
Click Edit > Paste.

HCL Notes® displays the agent in the list.

Results

Note: When you make a copy of an agent in the same application, Notes® lists it as Copy of <agent-name>. If you make more than one copy, Notes® lists it as Another Copy of <agent-name>.

To delete an agent

About this task

Procedure

Open the agents list and select the agent.
Click Edit > Cut.

Notes® removes the agent from the list.

Results

Tip: To replace the agent, click Edit > Paste immediately.

To move an agent from one application to another

About this task

Procedure

Open the agents list and select the agent.
Click Edit > Cut.
Select the target application and click View > Agents.
Click Edit > Paste.

Notes® displays the agent in the list.

Results