I have a type of document and I want to give it more details than it's given in the document model.
By default, I have only these fields (Name, Contact, Owner and tags) as shown below :
My question is how I can add more fields like ID, Organisation, Date,etc.
Thanks a lot.
Related
I need to be able to see the Created By and/or the Last Updated By User ID's for a Document or Transaction (example Inventory Receipt). How can I add these fields to my extended Web Services Endpoint as these fields are not showing up in the list of DAC fields for this entity? Note that I have the same issue on other entities.
The field doesn’t show up on the list because it doesn’t have a PXUIFieldAttribute / is not visible on the page, but you can still type the underlying field name directly when adding it to the endpoint.
I'm trying to query for some SP list items, all is working fine except I can't seem to expand a custom column of type Person.
I can see the createdBy and lastModifiedBy expanded and even includes the AAD user id, which is great and also leads me to think what I want is possible!
But mine is a custom column.
I'm running this and can only seem to get the SP user list id and the user's display name...neither of which are much use.
/items?expand=fields(select=UserLookupId,User)
Ideally I'd like to get the AAD user id as per createdBy and modifiedBy field, but the email would suffice.
Otherwise the only way I can see is to query the User Information List (using the UserLookupId) to get the email?
Thanks
This appears to be correct assumption:
Otherwise the only way I can see is to query the User Information List
(using the UserLookupId) to get the email?
for non-system user fields, it is indeed a way to go, but there are some distinctions whether user field is multi-valued or single-valued.
If Approvers is a multi-valued user field, then the following query:
https://graph.microsoft.com/v1.0/sites/{site-id}/lists/{list-id}/items?$expand=fields($select=Approvers)
returns email and id properties along with displayName property for user field value.
While for single-valued user field only id (available via {userfield}LookupId property) and displayName properties could be requested via items endpoint, for example:
https://graph.microsoft.com/v1.0/sites/{site-id}/lists/{list-id}/items?$expand=fields($select=Approver,ApproverLookupId)
So, indeed User Information List needs to be utilized to request additional user properties, for example:
https://graph.microsoft.com/v1.0/sites/root/lists('User Information List')/items/{item-id}/?$expand=fields($select=Email)
where item-id corresponds to user field lookup id
This was my experience modifying the
Build Angular single-page apps with Microsoft Graph. In the examples below, I changed my id's out with the default text.
Here is
The Finished Project on thier github
In Graph Explorer, this worked. You can verify it at the Microsoft Graph Explorer.
https://graph.microsoft.com/v1.0/sites/{site-id}/lists/{list-id}/items?expand=fields($select=id,Title)
In the app/graph.service.ts in the app, this did not work. Even though you would expect it to based on the graph explorer.
.api('/sites/{site-id}/lists/{list-id}/items?fields($select=id,Title)')
Changing the app/graph.service.ts api call worked.
.api('/sites/{site-id}/lists/{list-id}/items?')
.expand('fields($select=id,Title)')
The result looked like this:
fields: {
#odata.etag: ""d6f5b6ea-9f90-452d-98ba-e838f58d3359,1"",
Title: "IT SPECIALIST (MID)",
id: "20"
}
Here's an example site id:
some.sharepoint.com,9dk062b-2e54-4e4f-b71a-cdb74f42cc44,c6cf6b0a-cc7c-41fd-a76a-ef8f97e8a22f
Here's an example list id.
8eg8c29a-5555-4cfc-bfa4-0e907488f781
The end url won't have any {} in it.
I have created a form which has basic user details and on clinking of the Save button I am inserting the user details in the "USER_" table by calling the UserLocalServiceUtil.addUser(....). Now the user is creating with out any issue. But I am not able to see some form field parameters in UserLocalServiceUtil.addUser(....) method like (Title, Gender and Date Of Birth). Now how can I save this values. Please give me some suggestions that how can I insert the following fields (Title, Gender and Date Of Birth) at the time of user creation.
Liferay uses com.liferay.portal.model.Contact entity to store the contact information.
Use com.liferay.portal.service.ContactLocalServiceUtil.addContact method to create the contact. Significant parametres:
userId - Id of the user that is creating the contact. You can use PortalUtil.getUser method to get the current user from a request.
className - "com.liferay.portal.model.User".
classPK - Id of the new user that the contact is created for.
I seek your help in customizing a document library in SharePoint site for a particular requirement.
As per requirement, A Student record will be created and will need to go through workflow to be approved. few relevant documents will also be attached to Student record. All these attached documents will also need to go through workflow and will need to be approved
Taking a an example: for a student record, we have 4 documents uploaded so there will be 5 workflows (1 for student and 4 for individual documents)
Can this be achieved using one document library?
What will be a good design/solution for this scenario?
Create a custom list that stores Student Details and add a workflow to this list.
Create a document library and add lookup column of Student Details list and add a workflow to this document library.
This way, multiple documents can be added for a student and approval workflow will go through all documents added as well as student record. I think this will not be possible to achieve this requirement using only one document library.
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.