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Anyone using Lotus Notes 8.5 with OmniFocus? Thread Tools Search this Thread Display Modes
I am a recent Mac convert, and I'm looking for a GTD tool that will help me lasso everything into one place. I run Lotus Notes 8.5, which now has a very good "follow-up" tool, and Mac Mail's ToDo function. But this gives me two lists and neither terribly good at helping me organize and track my ToDo's in a GTD style. I found a year old thread where someone had gotten some integration with Lotus Notes 7, but nothing recent... and the linked DMG in that thread is now gone.... along with the user that posted it. Anyone doing this?

I am also waiting to join an iNotes pilot at work and to confirm if the email urls are persistant there... if so, then Safari's Service Menu might be the ticket... assuming I would want to run Notes in a browser when I have the full client available. OmniFocus may be the reason to do it.
Just a bump to see if anyone has done anything with Notes. I still haven't gotten to use iNotes, but should have access to it on Wednesday. I have verified that iNotes uses persistent permanent urls for emails, so in theory I should be able to use Safari to run it and use the OmniFocus hook to Safari to add an iNotes email. Further, it may just be possible to use that url from the iPhone but that will be a stretch... I'll be testing it.
I just realized I never followed up on this. I am using iNotes now via Safari. The clipping works fine with iNotes. When you first open an email, it is a Lotus Notes Tab. There is an icon in the upper right to expand the email into its own window. Once you do that and enable >View>Toolbar, you'll have revealed the unique persistent url to the email. Highlight it and use the service menu to clip it into OmniFocus. Works great. You can then file away the email to empty your inbasket. Later on in OmniFocus, clicking on the url will get you back to the email, even if iNotes isn't running at the time.
Notes 8.5 and Omnifocus work pretty ok together. With both apps open I can drag an email into the notes section of an Omnifocus todo and it will create a clickable url to the original Notes email. The original mail can be filed in Notes and will still be opened when you click on the notes:// url in OmniFocus. I still need to type in the todo description however myself.

Nicer would have been to be able to post it like from Apple Mail with shift-ctrl-command-. but I guess that is upto IBM to arrange listening to those services. I tried dragging a Notes email and dropping it onto the Omnifocus icon in the dock. That results into a script error, too bad. Would have been very nice to see that work.

So the net is: it works, but can be done nicer and more efficient.
Originally Posted by psimoons View Post
Notes 8.5 and Omnifocus work pretty ok together. With both apps open I can drag an email into the notes section of an Omnifocus todo and it will create a clickable url to the original Notes email. The original mail can be filed in Notes and will still be opened when you click on the notes:// url in OmniFocus. I still need to type in the todo description however myself.
I too made this work. In addition, I was able to drag a message from Notes into OmniFocus and create a new ToDo. The title of the ToDo became the Notes:// URL. Seems like the best way at the moment is to drag the message into the comment field on an existing ToDo. Less work. Will have to investigate the Quick Entry window of OmniFocus to get a new ToDo into the Inbox, and then drag the message into the comments field of that new ToDo. Still need to file the original message in a Notes folder that makes sense.
I am using Lotus Notes and OMNIFOCUS. I have created a combination of a Lotus Notes Agent and AppleScript Folder action to manage the interaction. It is not the worlds most advanced but does help with the worflow I follow.

I drag items into a folder that I have created within notes named "Followup". The agent, once per minute, scans the view and creates files (with URL's in the files) on the file system. It then moves the notes to another folder (Processed Followup) in notes. This is the notes portion.

I then have an applescript Folder Action for the folder that the agent writes to. It responds to new files by reading them and creating new inbox items. Combined I now just drag/drop the email from my Notes Inbox to the folder as I process my notes Inbox. The rest happens automatically. It has streamlined my email inbox processing a good bit.

Step 1:
Create the Agent:

Select your Mail Inbox within Notes.
Select the Memu Item Create -> Agent
Name the agent
Select Scheduled agent.
Click on Schedule and set to every minute.
Select Okay (Schedule dialog)
Select Close Window (Red circle) to get to the editor in notes for the agent

Select Initialize on the left side and replace the initial text with this agent script:

Sub Initialize
' On Error Goto ErrorCleanup
Dim session As New NotesSession
Dim db As NotesDatabase
Dim doc As NotesDocument
Dim uniqueID As Variant
Dim curView As NotesView
Dim docCount As Integer
Dim notesInputFolder As String
Dim notesValidOutputFolder As String
Dim notesErrorOutputFolder As String
Dim outputFolder As String
Dim fileNum As Integer
Dim bodyRichText As NotesRichTextItem
Dim bodyUnformattedText As String
Dim subjectText As NotesItem

'''''''''''''''''''''''''''''''''''''''''''''''''' '''''
notesInputFolder = "Followup"
notesValidOutputFolder = "Processed Followup"

'''''''''''''''''''''''''''''''''''''''''''''''''' '''''

Set db = session.CurrentDatabase
Set curview = db.GetView(notesInputFolder )
Set doc = curview.GetFirstDocument()

While Not ( doc Is Nothing )

Set subjectText = doc.GetFirstItem("Subject")
Dim msgText As String
Dim sender As String
Dim docDate As String
' docDate = doc.GetFirstItem("Date").text

sender = doc.From(0)
' GetFirstItem("From")
' Move to processed folder
Call doc.PutInFolder(notesValidOutputFolder)
Call doc.RemoveFromFolder(notesInputFolder)
' Dim BodyRichText As NotesRichTextItem
Set bodyRichText = doc.GetFirstItem("Body")
' Grab info for output file
bodyUnformattedText = bodyRichText.GetUnformattedText()

urlDatabase = "notes:///mail3/%YOURFILE%.nsf/0/" + Lcase(doc.UniversalID)
Dim openURL As String
openUrl = "toof://====" + urlDatabase + "====" + subjectText.Text

fileNum% = Freefile()
Dim fileName As String
fileName = "/Users/%YOURUSERNAME%/tools/notes_to_omnifocus/" & doc.UniversalID
Open fileName For Output As fileNum%
Print #fileNum%, "Subject: " & subjectText.Text
Print #fileNum%, "From: " & sender
Print #fileNum%, "Date: " & doc.ColumnValues(9)
Print #fileNum%, "URL: " & urlDatabase
Print #fileNum%, bodyUnformattedText
Close fileNum%

Set doc = curview.GetFirstDocument()


End Sub

Replace %YOURFILE% with the name for your mail file. Replace the MAIL3 just before with the correct mail location as well.

Replace %YOURUSERNAME% with your user name on the mac (which matches your home directory name.

The above agent expects you to have a folder under your user diretory of
Users/%YOURUSERNAME%/tools/notes_to_omnifocus you must create the directory tools and notes_to_omnifocus or change the directory name in the agent to something else as desired.

The above agent expects you to place email in the "Followup" folder in notes for processing. And it will place the email into the "Processed Followup" folder when it completes. You must create these folders and should use the folder design from your inbox. You can also choose different folder names.

Folder Action Script:
If you have not done so before you will need to create the directory
Library/Scripts/Folder Action Scripts

This is under your user directory.

Then open the AppleSript Editor (Applications -> Utilities)
Paste the following into the empty script window:

on adding folder items to this_folder after receiving these_items

repeat with i from 1 to number of items in these_items

set this_item to item i of these_items

set readfile to open for access this_item

set fileContents to (read readfile)

close access readfile

set Pos to offset of "From:" in fileContents
set theSubject to characters 1 thru (Pos - 2) of fileContents as string
set theNote to characters (Pos) through end of fileContents as string

tell front document of application "OmniFocus"
make new inbox task with properties {name:theSubject, note:theNote}
end tell

end repeat

repeat with i from 1 to number of items in these_items

set this_item to item i of these_items

-- tell application "Finder"
-- delete the this_item
-- end tell

end repeat

end adding folder items to


Choose Save as and name this omnifocusnotes. Place this under the Library/Scripts/Folder Action Scripts directory.

Now use finder to locate the folder notes_to_omnifocus. Which should have been created earlier when setting up the notes agent. Right click on the folder and select services -> Folder Action Setup...

You should see a list of actions. Scroll down and select omnifocusnotes (the name you used in the apple script editor)

Okay. You should be done. If necesary insure that your local notes setup has running scheduled agents configured. Go to Lotus Notes->Preferences and choose Basic Notes Client Config. Insure that the "Enable Local Scheduled Agents" is selected.

Now go move some email into your new Followup Folder. Watch as this turns into inbox items. And they have URL:s back to the original email in notes. And the email is moved to the processed folder for you.

Please post if you have problems/etc. Enjoy

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