VBA Sharepoint Check In File after Upload - excel

Been using this code for a while to upload a file to SharePoint and noticed the other day that when the file is uploaded, it is checked out to myself automatically and have to go into SharePoint and manually check-in so that others can view the file. Any way to modify or add to my code below to auto check-in a file after it uploads? Totally stumped and any help would be greatly appreciated.
Sub SharePointUpload()
Dim WSN
Dim spAdd
Set WSN = CreateObject("WScript.Network")
spAdd = "https://mysharepoint/test"
WSN.mapnetworkdrive "N:", spAdd
ActiveWorkbook.Save
Dim SharepointAddress As String
Dim LocalAddress As String
Dim objNet As Object
Dim FS As Object
' Where you will enter Sharepoint location path
SharepointAddress = "\\mysharepoint\test"
' Where you will enter the local file path
LocalAddress = "C:\data\sample_file.xlsm"
Set objNet = CreateObject("WScript.Network")
Set FS = CreateObject("Scripting.FileSystemObject")
If FS.FileExists(LocalAddress) Then
FS.CopyFile LocalAddress, SharepointAddress
Else: MsgBox "File does not exist!"
End If
Set objNet = Nothing
Set FS = Nothing
WSN.removenetworkdrive "N:"
End Sub

I had the same issue with our SharePoint Document library even with option Require Check Out switched off - some documents (Word, Excel) were uploaded as Checked Out automatically (green arrow mark) whereas others were in fact Checked In from upload. Moreover when I wanted to Check In manually such documents, I got error message about missing mandatory field, although there was no field in the library set as mandatory.
The reason in my case was the field Title. This field is presented in library as default text field and it is also presented in Office files. I noticed that for Office files with empty field Title the document is automatically Checked Out during upload. When uploaded document contained some text in Title property, no Check Out was set. I also tried to use workflow to change the Title and then Check Out file (after creation), but it was not working - initial Check In was required to start the workflow. Manual change of document properties works but that's too tedious...
The first programmatic option to handle this issue could be to fill Title property of uploaded document when empty (i.e. add file name or any other text). Should work well with many languages. Example with Python:
from docx import Document
path = 'D:/myfile.docx'
document = Document(path)
document_property = document.core_properties
if not document_property.title:
document_property.title = 'Everything is Awesome'
document.save(path)
In VBA Title should accessible via Wb.BuiltinDocumentProperties("Title").
Another successful option for me was to find column Title in Columns of Document library and rename it to something else (I used Titlex as new name), then try to upload new document with empty Title - this time there was no automatic Check Out for the uploaded document. Then I could set the Titlex back to Title without returning the issue.

Related

PDDoc.Save Adobe Acrobat method not working in Excel VBA

Our office runs Arobat DC Pro and Excel 2016, we have been using the code below (scaled down version) in Excel VBA for years to save active Adobe PDF documents (that is, the open PDF doc that most recently had focus).
Since recently upgrading Arobat DC Pro to a newer version, the Acrobat PDDoc.Save method no longer works. It does not throw an error, it just doesn't save the active PDF.
I have had our IT dept. do an uninstall/reinstall of Acrobat PRO on a couple of computers but code still does not work.
Note, the Adobe Acrobat reference library is selected in VBA.
Any suggestions on how to fix?
Sub SaveActivePDF()
Dim AcroApp As Acrobat.CAcroApp
Dim PdDoc As Acrobat.CAcroPDDoc
Dim avdoc As Acrobat.CAcroAVDoc
Dim boolWasSaved As Boolean
Set AcroApp = CreateObject("AcroExch.App")
Set avdoc = AcroApp.GetActiveDoc
Set PdDoc = avdoc.GetPDDoc
DayTime = Format(Now, "yymmddhmmss")
Username = Environ("USERNAME")
PdfNewPath = "C:\Users\" & Username & "\Desktop\TEST PDF " & DayTime & ".pdf"
boolWasSaved = PDDoc.Save(PDSaveFull, PdfNewPath) '<-- NOT WORKING
If boolWasSaved = True Then
MsgBox "PDF WAS SAVED!"
Else: MsgBox "ERROR - PDF not saved"
End If
End Sub
For the record, access to the Acrobat library was blocked by sofware updates that changed default settings.
The issue was resolved as follows: Open any PDF > Edit > Preferences > Security (Enhanced) > ** UNCHECK ** check box "Enable Protected Mode at startup (Preview)" > exit all PDFs.
VBA idle->press "F2"-> search "AcroPDDoc"->locate its method "Save"
Function Save(nType As Integer, sFullPath As String) As Boolean
In Adobe's acrobatsdk_iacguide.pdf, description of Parameter nType is a little bit confusing. Not sure what integer is for PDSaveFull
nType is a logical OR of one or more of the following flags: PDSaveIncremental — Write changes only, not the complete file. This
will always result in a larger file, even if objects have been
deleted.
PDSaveFull — Write the entire file to the filename specified by
szFullPath.
PDSaveCopy — Write a copy of the file into the file specified by
szFullPath, but keep using the old file. This flag can only be
specified if PDSaveFull is also used.
PDSaveCollectGarbage — Remove unreferenced objects; this often reduces
the file size, and its usage is encouraged. This flag can only be
specified if PDSaveFull is also used.
PDSaveLinearized — Save the file optimized for the web, providing hint
tables. This allows the PDF file to be byte-served. This flag can only
be specified if PDSaveFull is also used.

Change built-in Document properties without opening

I am attempting to run the below line of code in a sub. The purpose of the sub overall is to automatically create agendas for recurring meetings, and notify the relevant people.
'Values for example;
MtgDate = CDate("11/06/2020")
Agenda ="Z:\Business Manual\10000 Management\11000 Management\11000 Communications\Operations Meetings\11335 - OPS CCAR Performance Review Agenda 11.06.20.docx" 'NB it's a string
'and the problematic line:
Word.Application.Documents(Agenda).BuiltinDocumentProperties("Publish Date") = MtgDate
Two questions:
1) Can I assign a document property just like that without opening the document? (bear in mind this vba is running from an excel sheet where the data is stored)
2) Will word.application.documents accept the document name as a string, or does it have to be some other sort of object or something? I don't really understand Word VBA.
Attempts so far have only resulted in
runtime error 427 "remote server machine does not exist or is
unavailable"
or something about a bad file name.
Although Publish Date can be found under Insert > Quick Parts > Document Property it isn't actually a document property. It is a "built-in" CustomXML part, a node of CoverPageProperties, and can be addressed in VBA using the CustomXMLParts collection.
The CustomXML part is only added to the document once the mapped content control is inserted.
Below is the code I use.
As already pointed out for document properties the document must be open.
Public Sub WriteCoverPageProp(ByVal strNodeName As String, ByVal strValue As String, _
Optional ByRef docTarget As Document = Nothing)
'* Nodes: Abstract, CompanyAddress, CompanyEmail, CompanyFax, CompanyPhone, PublishDate
'* NOTE: If writing PublishDate set the content control to store just the date (default is date and time).
'* The date is stored in the xml as YYYY-MM-DD so must be written in this format.
'* The content control setting will determine how the date is displayed.
Dim cxpTarget As CustomXMLPart
Dim cxnTarget As CustomXMLNode
Dim strNamespace As String
If docTarget Is Nothing Then Set docTarget = ActiveDocument
strNodeName = "/ns0:CoverPageProperties[1]/ns0:" & strNodeName
strNamespace = "http://schemas.microsoft.com/office/2006/coverPageProps"
Set cxpTarget = docTarget.CustomXMLParts.SelectByNamespace(strNamespace).item(1)
Set cxnTarget = cxpTarget.SelectSingleNode(strNodeName)
cxnTarget.Text = strValue
Set cxnTarget = Nothing
Set cxpTarget = Nothing
End Sub
You cannot modify a document without opening it. In any event, "Publish Date" is not a Built-in Document Property; if it exists, it's a custom one.
Contrary to what you've been told, not all BuiltinDocumentProperties are read-only; some, like wdPropertyAuthor ("Author"), are read-write.
There are three main ways you could modify a Word document or "traditional" property (which are the ones you can access via .BuiltInDocumentProperties and .CustomProperties):
a. via the Object Model (as you are currently trying to do)
b. for a .docx, either unzipping the .docx, modifying the relevant XML part, and re-zipping the .docx.
c. For "traditional" properties, i.e. the things that you can access via .BuiltInDocumentProperties and .CustomDocumentProperties, in theory you can use a Microsoft .dll called dsofile.dll. But it hasn't been supported for a long time, won't work on Mac Word and the Microsoft download won't work on 64-bit Word. You'd also have to distribute and support it.
But in any case, "Publish Date" is not a traditional built-in property. It's probably, but not necessarily, a newer type of property called a "Cover Page Property". Those properties are in fact pretty much as "built-in" as the traditional properties but cannot be accessed via .BuiltInDocumentProperties.
To modify Cover Page properties, you can either use the object model or method (b) to access the Custom XML Part in which their data is stored. Method (c) is no help there.
Not sure where your error 427 is coming from, but I would guess from what you say that you are trying to see if you can modify the property in a single line, using the fullname of the document in an attempt to get Word to open it. No, you can't do that - you have to use GetObject/CreateObject/New to make a reference to an instance of Word (let's call it "wapp"), then (say)
Dim wdoc As Word.Document ' or As Object
Set wdoc = wapp.Documents.Open("the fullname of the document")
Then you can access its properties, e.g. for the read/write Title property you can do
wdoc.BuiltInDocumentProperties("Title") = "your new title"
wdoc.Save
If Publish Date is the Cover Page Property, once you have a reference to the Word Application and have ensured the document is open you can use code along the following lines:
Sub modPublishDate(theDoc As Word.Document, theDate As String)
' You need to format theDate - by default, Word expects an xsd:dateTime,
' e.g. 2020-06-11T00:00:00 if you only care about the date.
Const CPPUri As String = "http://schemas.microsoft.com/office/2006/coverPageProps"
Dim cxn As Office.CustomXMLNode
Dim cxps As Office.CustomXMLParts
Dim nsprefix As String
Set cxps = theDoc.CustomXMLParts.SelectByNamespace(CPPUri)
If cxps.Count > 0 Then
With cxps(1)
nsprefix = .NamespaceManager.LookupPrefix(CPPUri)
Set cxn = .SelectSingleNode(nsprefix & ":CoverPageProperties[1]/" & nsprefix & ":PublishDate[1]") '/PublishDate[1]")
If Not (cxn Is Nothing) Then
cxn.Text = theDate
Set cxn = Nothing
End If
End With
End If
Set cxps = Nothing
As for this, "Will word.application.documents accept the document name as a string", the answer is "yes", but Word has to have opened the document already. as mentioned above. Word can also accept an integer index into the .Documents collection and may accept just the name part of the FullName string.
Finally, if you do end up using a "traditional Custom Document Property", even after you have set the property and saved the document (approximately as above) you may find that the new property value has not actually saved! If so, that's down to an old error in Word where it won't save unless you have actually visited the Custom Document Property Dialog or have modified the document content in some way, e.g. adding a space at the end.

How to edit an embedded PDF in Excel via VBA and AVDoc?

I want to edit a pdf file attached as an object to my Excel doc with VBA.
Background: Since I don't want to share both files in a .zip or else and there is no network drive everybody has granted access to, I need a "foolproof" solution.
The pdf file contains a form (mandatory) and will be filled with information from this Excel doc. As mentioned, I already had a solution with the pdf file stored on a network drive.
Dim file, new_name As String
Set AcroApp = CreateObject("AcroExch.App")
Set AvDoc = CreateObject("AcroExch.AVDoc")
'Open new PDF file
'Use local path
file = "C:\Users\992\Desktop\example.pdf"
new_name = "New_PDF_12092019"
If AvDoc.Open(Datei, Name) Then
AcroApp.Show
Set PDDoc = AvDoc.GetPDDoc()
Set jso = PDDoc.GetJSObject
'Get cart ID
jso.getField("Feld1").Value = CStr(ActiveSheet.Range("B12").Value)
'Get Project ID
jso.getField("Feld2").Value = CStr(ActiveSheet.Range("B14").Value)
...
My question is: is there any possibility to use an embedded object with AcroExch.AVDoc?
Since parameter szFullPath requires the full path of the file to open, I thought about getting the "path" of the object and use it - but I cannot figure out how. Already tried this: https://danny.fyi/embedding-and-accessing-a-file-in-excel-with-vba-and-ole-objects-4d4e7863cfff
Maybe someone can help me with this.
Thanks in advance!

Uploading file to iManage/Worksite to a particular folder

I have a particular FolderID and I'd like to upload files to this directory. (I have the reference to the iManage.dll and ImanEXTLib).
I'm struggling with filling out certain fields in the dialog/import window from the code level.
Ideally, I would like to skip this stage to make the upload faster. If I'm conveying all the required data then I can't see any point in the dialog besides clicking OK.
This is the code:
I'm locating the folder by using ManDMS.CreateSearchParameters
After getting results:
Dim rslts as IManFolders
Set rslts = IManSession.WorkArea.SearchFolders(<ManStrings>,<SearchParameters>)
If rslts.Empty = True Then
MsgBox "Found shit."
Elseif rslts.Empty = False Then
Dim TgtFdr as ImanFolder
Set impCmd = ImportCmd
Set context = New ContextItems
Set TgtFdr = rslts.ItemByIndex(1)
Now I'm setting the context items but I have the problem with Matter and Subclass. These are obligatory for the upload but the fields remain empty and I don't know how to address them to complete the upload:
context.Add("IManDestinationObject", TgtFdr)
context.Add("IManExt.Import.DocAuthor", UserID)
context.Add("IManExt.Import.DocDescription", file Name)
context.Add("IManExt.Import.FileName", file path)
context.Add("IManExt.Import.DocClass", "some info")
context.Add("IManExt.Import.DocSubclass", "some info")
context.Add("IManExt.Import.DocMatter", "some info")
impCmd.Initialize context
impCmd.Update
If impCmd.Status = IMANEXTLib.CommandStatus.nrActiveCommand Then
impCmd.Execute
Else
Endif
Tried different things - MatterID, MatterDesc, Custom1,2,3,. Is it possible to skip the part with this window and upload the file in a more straightforwrd way? Also, is it possible to to take out the doc number of the newly imported file at the end?
I tried:
UplDoc = (ImanDocument)context.Item("ImportedDocument")
I figured the whole thing out.
Sort of... I went into the object browser and managed to go around the problem and take advantage of the .DuplicateProfileFromDoc method. I simply mirror the profile of the uploaded doc from other already stored on worksite.
The last bit also solved.
It should be:
Set UplDoc = context.Item("ImportedDocument")
Cheers!

Searching outlook folder BY attachment filename

I am currently using Outlook 2010 and I am currently able to manually search a folder in outlook by using the "More" button and adding attachments:yes and attachment contains: where I input the filename to find an email and get the timestamp from when it was sent. I have thousands of attachments for which I need to do this and I would like to automate the process but I am an outlook vba noobie and I do not know the command to perform the search by attachment name, I have tried googling this but to no avail any help would be greatly appreciated thanks!
You can use Restrict https://msdn.microsoft.com/en-us/library/office/ff869597.aspx
Example here: http://www.jpsoftwaretech.com/save-all-attachments-from-selected-folder/
Set newItems = itms.Restrict("[Attachment] > 0")
Combined with:
attName = MsgAttach.Item(attachmentNumber)
If InStr(attName, "search string here") Then
Debug.Print "- " & attName
End If
Outlook Object Model will not let you search for an item with a particular attachment file name. You can explicitly loop through all items in the folder and check the attachment filename, but that will be highly inefficient.
On the Extended MAPI level (C++ or Delphi) you can create a subrestriction on the attachments. If using Redemption is an option (I am its author), it allows to specify Attachments in RDOItems.Find/Restrict:
set Session = CreateObject("Redemption.RDOSession")
Session.MAPIOBJECT = Application.Session.MAPIOBJECT
set vFolder = Session.GetFolderFromID(Application.ActiveExplorer.CurrentFolder.EntryID)
set vItems = vFolder.Items
set vMsg = vItems.Find("Attachments LIKE '%.zip%' ")
while not (vMsg Is Nothing)
MsgBox vMsg.Subject
set vMsg = vItems.FindNext
wend

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