If I want to automate the object property value of the menu bar and their children properties from Microsoft Word Document. How do I do this using python? I tried the Test Complete inspect tool and I was not successful. This is a project for my job. I am trying to automate a script that also has Microsoft Word Document in it.
Related
I have a SharePoint List. I want to make it so that when an Item is added to the List, it creates a MS Word document in a Document Library - and the fields of the SP List are inside my MS Word document (as a template).
I have been using this tutorial - I have followed the instructions to the letter in a test SharePoint site:
See Tutorial Here
I have followed the above tutorial to the letter. Everything (almost) works:
1) I add an item to the Sharepoint List called "Offer Letter Data"
2) The flow runs successfully, and creates a MS Word document in the Document Library called "OfferLetters", by using the template in the Document Library "OfferLetterTemplate"
The only problem is, when I open the MS Word document that is created, it doesn't show the data - it shows the Quick Parts Metadata tag. The flow is collecting the information correctly - because you can see this in the flow details.
I'm missing something - I just don't know - any help would be MASSIVELY appreciated!
Screenshot of Flow
Screenshots of Flow being Run successfully, and data input/output
Screenshots of Lists, and .docx file created
Screenshot of .docx file open (you can see error here)
After the first Trigger - "When Item is created", add the 2 Actions - "Populate a MS Word Template", "Create File" as shown in image below. The word document will update with the column values from the list in first Trigger.
Creating a demo process for calling BP travels VBO in Blue Prism. Want to capture the data in the create quote tab using capture collection in Process Studio and pass the data to a collection inside an object in Object Studio.
First capture the data in the "create quote" tab into a collection item in your process. Then go to the object in Object Studio and inside the Start stage, Add a new input:
In the object, create a collection item and call it the same as the collection item in the process; then use it to populate the "Store In" field in the Start new input as shown in the picture above - OK. Then add any other stages you need in your object and remember to publish your object and save. This is to make the object available to your process in Process Studio.
Then back in your process, use an Action stage to use your object and the page inside the object where you created the (duplicate)collection item. When you run this stage from your process what will happen is that the data from "quote tab" that you captured inside the collection item in your process, will be passed to the (duplicate) collection item inside your object (as long as they both have the exact same name).
To do the reverse, you will be adding an output to the End stage in your object, and adding an input to the Start stage of your process.
First Open VBO- BP travels and open the respective action page
Now drag and drop a collection data item and name it as "Input collection" and click on Ok
Then open start stage and click on Add and enter the following
Name as Input collection
Description as Collection that is passed from process studio to object studio
Type as collection
Store In as Input collection i.e., the collection data item name which you created in step 2
After adding the details, click on ok and then save and publish the object.
Now open the process and open the respective Action stage i.e., where you are calling the object and have a glance in Inputs tab
Now the name added in step 3 i.e., Input Collection will be reflected here.
Now drag and drop the collection i.e., Capture Collection which you wished to pass to object studio.
When you run this stage the a copy of capture collection will be passed from process studio to object studio.
Note:
If you want to pass the collection data from object studio to process studio
follow the same process but in object studio you should create in End stage
which will be reflecting in Process Studio -> Action stage -> Outputs tab
Is it possible to add additional properties to a document library in SharePoint using OOTB or Customization?
By default Document library has properties like Title, Description.
I need to add an other custom property in a library level which i can use it for further purpose.
Appreciate your inputs..
Thanks,
Gnanasekhar K
If you want to have metadata for folders/Library, You can look in to "Document Sets"(OOTB)
You can create columns and even run workflows on it.
You can add custom columns to document library. Navigate to document library settings and click on add new column. Or Alternatively click on Create Column option in the ribbon.
Choose the column display name, data type and other properties like default values, choice options etc. (depending upon the type of column you intend to create) and click on OK button.
You would be able to see the column in the default list view. You will also be able to capture the column's value for each document (after you upload it) via Edit properties form.
Refer [this][1] article for more details
For storing metadata for document library, you can use property bags. Property bags can be associated with
farm
web application
site collection
site
list/library
You can do this using
Powershell script
CSOM code
JSOM code
I'm trying to work out a way to display the contents of the version column from SharePoint (i.e. the value that changes every time a file is checked in) as a field (or something similar) inside of a Word document.
Ideally, I'd like to know how to configure SharePoint so I could click something like "Insert > Quick Parts > Document Property > Version", and it would include the version in the document. The goal is to make it easier for someone to correlate a printed version of a document with the version history of SharePoint.
I have been able to add editable text columns to the Document content-type and have them show up as document property quick parts. I've also been able to add a calculated column which gets the version as a text string... however this calculated column isn't showing up in Word as a document property. (Perhaps I'm missing a setting on the calculated column)
This is one way to get the version in your document, it's a bit painful to get it working...
Enable versioning and content types on your document library.
Go into document library settings and select the content types you want the version to appear in.
Select Information management policies settings from the content type menu.
Select define a policy and click .
Click on the 'Enable Label' Check box
Do not Check the other two boxes in the Labels section.
In the Label Format field, enter the metadata fields in the following format:
Version : {Version} \n
Set the label appearance and click on preview.
Click at the bottom of the page.
Go back to the library and create a new document using the content type you have modified.
Save the file as a Word 2007 format.
Select the insert tab
Select Quick Parts from the Ribbon menu and hover over document property
Select Label from the properties list
This should display the metadata defined in your label as a field in your word document. The field will update automatically when you next open the document.
Save.
This requires configuring both SharePoint and your Word document.
TO CONFIGURE SHAREPOINT'S DOCUMENT LIBRARY:
Go to the document library where you plan to store your version-controlled documents.
Click on Settings > Document Library Settings
Click on "Versioning settings" and make sure that you're either having it "create major versions" or "create major and minor (draft) versions".
Click OK.
Click on "Information management policy settings"
If your library can handle multiple content types, you'll see a list of them. Click on "Document". If it can only handle one content type, skip this step.
Select "Define a policy..." and click OK.
Check the "Enable Labels" box, but don't check either of the other two boxes in that section.
Type {Version} into the "Label format" box.
(Optional) You can format the version label.
Click on the "Refresh" button to see a preview of your version label. It will say something like {_UIVersionString}
When you're satisfied with the label's appearance, click OK.
To get back to your document library, click on the document library's name in the breadcrumb trail at the top of the page.
TO CONFIGURE YOUR WORD DOCUMENT:
Either create a new document in the library or upload one.
Open the document and edit it.
Put the cursor wherever you want the version label to appear.
Go to Insert > Quick Parts > Document Property > Label
The version label "{_UIVersionString}" will show up in the document.
Save the document (and choose what the next version should be). You're all set!
If you want to test it, close the document and reopen it. The updated version will automatically appear where you put the version label.
These instructions were based on Erwin's answer.
I followed Rachel's instructions and they worked great. However, capturing this version update in the document does create a problem if you want to do electronic signatures. For instance, if your version is 1.6 and you decide this is the one for people to sign; you'll find that when they sign it, the document will be saved as version 1.7. When you open the document again, the version 1.7 will not match the authorized version of 1.6 and you'll be informed that all the signatures are invalid.
IMPORTANT:
In SP2010 you cannot save as a site template when Labels are enabled within a document library under Information management policy settings. The document library will get corrupted and even if we disable the policy, the save as site template function is still broken. The only option seems to be to permanently delete and rebuild the list.
The RevNum field that I think jaloplo is referring to is not the same as the SharePoint document version number. It updates every time you save the document, but seems to keep its own revision numbering system, correlated to (but independent of) the SharePoint version numbering system.
Try creating a calculated field in a custom content type. The field can be equal to the Version. That will give you the ability to add it as a property in the document. This only works well with Office 2007 docs.
Once a custom content type is created, you create a new document based on the content type.
After creating the document, you can extract the document information panel and save it. It is an info path form, so you can customise it if necessary and upload the customised panel to the content type.
Erwin's answer is spot on, but I wanted to leave this in case someone runs into the same issue I did. If you attempt to set the label for version on the site collection content type rather than at the document library level, you will get the error "The label reference, Version, could not be found." when previewing or saving the Information Policy. Also, you will be unable to save a policy at the document library level if you have previously defined one at the site collection content type level. It must be set to "None" on the site collection content type. Probably should have been obvious to me from the start, but it wasn't, and maybe this will help someone else down the line.
All columns of a document library are document properties for a word document. To take the version of the document you have to show document properties and then select "advanced properties". In thit moment, you'll see the classic document properties window and you can see the "Version" property in the last tab.
So, you can add the value of this property to your document in the place you want, for example, the footer.
I set up a new scope and passed in the URL for a specific document libary that I created that hold 2 word documents.
For some reason when I start a full crawl, it does not see the 2 word documents.
The word documents have meta data and I've created Managed Properties that map the crawled properties.
I am trying to utilize the Advanced Search webpart to be able to search from this scope. When I enter a search term such as the filename of the word document, no results are returned.
Any ideas?
You need to enable the document library to be searchable. Enable it through the document libraries properties.
Edit
See Harnessing Properties in SharePoint Search
To get to the Document Library Advanced Settings page, from within a given library, select the Document Library Settings menu item from the Settings dropdown, and then select the Advanced settings hyperlink under the General Settings header. Somewhere in there, you should see something like the following image. Make sure that the radio button is set to Yes. Source
(source: bamboosolutions.com)
What account is the crawler running as? Maybe that account doesn't have read permission on the list, so it can't index it.
Can you find information from the same documents in other document libraries, when using the default search scope?
Can you find information from this document library using the default search scope?
Are you trying to create a custom search results page, or just scope?
One thing to try is to check the search crawl log to see if there were any errors when it was searching the library.