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Lotus Approach - Intro

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Approach is a database package from Lotus used to view data, query files and produce simple reports. Approach offers integration with Lotus Notes, making it an excellent tool for reporting on, analyzing, and updating Notes data.


This 2 day course is designed to introduce the fundamentals of the package and to help you quickly achieve a reasonable level of productivity students will gain a practical knowledge on how to design, create and maintain databases, and produce meaningful reports.


No previous experience of Lotus Approach is necessary.

Course Content

Overview of Lotus Approach

  • What is a Database?
  • Components of a Database
  • Approach Files and Database Files
  • Browse Mode versus Design Mode Getting Started with Lotus Approach
  • Starting an Approach Session
  • The Opening Screen; Parts of the Approach Screen
  • Changing the Size of the Approach Window
  • Menus
  • Dialogue Boxes; Dialogue Box Elements
  • SmartIcons
  • Getting Help
  • Ending an Approach Session

Creating a New Database

  • Creating a New Blank Database
  • Data Types
  • Saving Approach Files
  • Closing Files
  • Opening Files
  • Entering and Editing Data
  • Completing Records; Moving around a Database
  • Editing Text; Deleting a Record
  • Spell Checking a Database

Working in Design Mode

  • Understanding Design Mode
  • The Tools Palette; Adding Fields to a Form
  • ing Objects; Moving and Sizing Objects
  • Undoing an Action; Info Boxes
  • Changing the Properties of an Object
  • The Form Properties Info Box
  • Aligning Objects
  • Changing Column Widths in Worksheets
  • Renaming a Form
  • Creating a -Down List

Adding New Forms and Worksheets

  • Using the Form Assistant
  • Using the Worksheet Assistant
  • Previewing and Printing
  • The Form Properties Info Box
  • Aligning Objects
  • Renaming Forms
  • Creating -Down Lists



  • Creating a Report

Controlling Data Entry

  • Automatic Data Entry
  • Data Validation
  • Formulas

Finding Records

  • Finding
  • Entering Criteria
  • Finding Ranges

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Lotus Approach - Introduction

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