Explicitly assigning an extension forms file to individual current users

You can explicitly assign an extension forms file to individual current users. The explicit assignment overrides the default behavior for your company.

Before you begin

An IBM® representative must upload the extension forms file to the service.

Procedure

  1. Log on to the service as an administrator.
  2. If your account also has the User role, click Admin > Manage Organization.
  3. In the System Settings section of the navigation pane, click IBM SmartCloud Notes.
  4. Click Users.
  5. If your organization uses partitions, select the partition.
    Tip: If you do not know the user's partition, click User Accounts in the navigation pane to locate the user and view the partition assignment. Alternatively, if you have the Administrator role, select All to view the names of users in all partitions.
  6. Display the names of the users to whom you want to assign the forms file. In the Search box, type the beginning characters of any of the following user values:
    • Distinguished name, for example, Samantha Daryn/Renovations.
    • Internet email address, for example, sdaryn@renovations.
    • Last name, for example, Daryn.
    A "starts with" search matches values for names that begin with letters you specify. It does not include results where the specified letters are simply included in the name. For example, the results of a search on ma might include masmith@renovations and Kristin MacGyver, but would not include tamado@renovations. Search results can include a maximum of 1000 names. You cannot use the wildcard character (*) when you search.
  7. Select the names of the users from the search results.
  8. Click Apply Extension Forms File.
  9. Select the file and click Apply.

Results

If you click Cancel or close the window before the changes are complete, the change is cancelled only for users not yet processed.

The extension forms file changes are visible the next time the user uses the web client to log in to the service.

If you click Users from SmartCloud Notes® Administration and click a user name to see details about the user, the Forms extension field shows the extension forms file.

To remove an explicit extension forms file assignment, repeat the procedure and in the last step select None in the list of file names and click Apply. Users then use the default extension forms file, if specified, or the default service behavior.