I got an pretty simple problem, but cant get over it.
I got a task in my Sharepoint 2010 and you have to confirm a transaction.. thats working alright.
Each task involves 3 people and they are sorted in a list with the headers :
Assigned to
Title
Status
Result
So I had the idea to make a workflow to remind ppl on the task, when the status in NOT "completed".
This also seem to work, but the problem is when I tell him to get the Description of the "Assigned to" part of the List he always takes the first one. So I have no chance to check the other ones in the list.
I would be really happy if you can help me.
SharePoint Designer 2010 has no built-in capability for looping through multiple List Items that meet a criteria. Most people will say you cannot achieve what you want to do with that version of SharePoint.
However, John Hipplito had a great post several years ago that shows how you can emulate it by creating a separate "Loop through Tasks" list, and you can use one workflow to add items to the second list as needed, and put your desired "for each" actions (in your case, your email reminder) in a separate workflow on the second list. The process is much to long and detailed to list here, so I suggest you read his post at https://www.rbaconsulting.com/blog/tutorial-how-to-loop-through-multiple-list-items-without-code-using-a-sharepoint-2010-workflow/.
Since that blog post is already nearly five years old, and you never know when old blogs may be taken down, I will also post a link here to the wayback machine's archive of that blog post: https://web.archive.org/web/20200215193135/https://www.rbaconsulting.com/blog/tutorial-how-to-loop-through-multiple-list-items-without-code-using-a-sharepoint-2010-workflow/
Related
Clearly I need to edit my question.
If I'd like to create a process, a process for registering and handlig some kind of event inside an organisation, where you first register this event, by giving it a title, and some other properties (date, description etc), then this event should be handled in some ways, this will be done in several steps in order to resolve this event. What would be the best way to do this? I'm not looking for an answer in code, just a keyword for what this could be called, or a guide/tutorial, or a link to something similar.
All help is appriciated, if u don't understand my question please tell me, and I will try to elaborate.
Since you tagged this SharePoint, I assume you have a SharePoint site set up already. On that site, you want to create a list (either a calendar list or a custom list; try both and see which option has more columns you'll use, then add/remove columns until you're capturing all the data you need). Then you want to create a workflow (or workflows) that run on items created in that list. Workflows created in SharePoint Designer can do everything you're asking, from sending automatic emails to changing fields in your items. Googling "SharePoint workflows" will start you down the road to developing your solution.
I am building a directory tool that will list entries for technical support contacts and listed by its appropriate company. My end goal is to allow end users to be presented with 2 simple inputs, a drop down with the list of companies and a text input to enter the name of the technical team they would like to reach. Sharepoint has made this a nightmare.
Since my server is on MSS 3.0 I decided to use a form webpart where I have added created the 2 input (dropdown and text input). I made the parameters to point to the input and added them to the filters and finally made the webpart connection.
I was able to get as far as making a sucessful filter for the technical team but as soon as I try to filter by client the results are very sporadic and mostly incorrect. I play around with the list filter in Sharepoint designer 2007 tried to group the filters together, tried changing the AND/OR in every possible setting but no luck.
Decided to push it by creating a column named blank that basically had empty values. The idea behind that was to allow end user to leave the technical team input blank and show all entries for the company. I thought somehow it would have maybe solve my sporadic issue but instead made it more complex.
At this point I can probably live without being able to search with blank results but I need to be able to at least filter by company and technical teams. At this point any sort of help is appreciated, been at this for a few weeks and my project is due last week so I am pretty much desperate to solve this problem.
For those that may have a similar problem I have found a work around to this problem. I decided to use the ASP.net User Control and this works much better than the form webpart and provides much better results.
Here a link that I found which help me get me on the track:
http://blogs.msdn.com/b/sharepointdesigner/archive/2007/03/05/asp-net-controls-filter-the-data-view.aspx
I have a request form I'm working on, wherein different departemnts need to be able to update it. To minimize overlap and lost changes I'd like to be able to submit data from the new form to different lists, but I cannot find a way to do this.
Does anyone have any experience trying to do anything similar?
If you're familiar with JQuery andSPServices I could envisage a way to do this.
In the EditForm.aspx, add the JQuery and SPServices libraries. using the $.(document).Ready function, I'd do a quick item update with the SPServices and just copy a column with the same data, so in effect no change looks to have taken place. I'd add in the edit comments something like "Pseduo checkout to [name], [date_time]".
Then allow the user to edit the form as normal but in the code you've added, you trap the PreSave Action and check that the person trying to do the save is the same as the last modified - if it is, save as normal, otherwise, return false on the PreSave and it will be denied. When you actually allow the save, set the edit comments to something sensible.
To complete this, check before doing the pseudo checkout, that the last comments don't contain the psuedo checkout phrase so that you can prevent anyone opening/editing the form whilst somebody else is in the middle of an edit.
This gives a cheap and relatievly easy to implement Check-In/Check-Out for a list. Not perfect of course but should work well in most scenarios (not in datasheet though, so you might need to prevent that type of edit).
If you have two lists would you not then have the problem of potentially two requests for the same thing?
Does none of the version control options for the list solve the problem of potentially multiple concurrent editors?
While SPService is certainly a solution, but you will have to build a UI of ur own.
Try writing a event receiver, which can copy over item to another list as soon as it is created.
It will be nice if you can tell why you really want to have a copy of item in another list
i.e. Auditing purpose etc. , you can get a perfect solution for this in Forum
I've got a tricky situation I'm trying to determine the best way to solve. I'm a VS developer who is learning SharePoint so it's a little frustrating to me when what I am trying to accomplish could easily be done with code and a db.
I have three lists, a parent and two children list that are linked through lookup columns. The client actually wanted everything in one list but due to SharePoint column type limitations I had to split the data into the three lists, there are over 300 fields. The client wants to see all the lists together in one view and be able to filter and edit groups of items.
I have successfully created a new data source linking the lists and can display that on one of my pages to view. After some research however I have learned that I can't create a datasheet view from this linked view due to limitations in the Office componets that SP uses. Which makes sense.
The business need is for the client to filter the three lists based on criteria they select from either list A AND list B and list C to get a group of items, they make the updates and save the changes back to the 3 lists. They prefer to do this in datasheet view because this mimics the excel spreadsheet that they are currently using that this website will replace. They will potentially be updating between 1-30 items at a time using this, which is why they prefer the drag and copy functionality.
I was thinking of two options: trying to create some kind of custom web part that has a gridview of all the columns in edit mode that they can filter down to their items and make their changes. Then I would have to loop through the fields and make updates programmatically. I also saw on this site jQuery.sheet, that looks like it may be a good solution if I go this route instead of gridview.
Or have a modal window with the columns listed, have the user select what they want to filter to, then redirect to a page that shows the three lists in their own DSVs. The user would have to make updates in the three separate views. Then I would use workflows to synchronize the lists after they had made their changes.
I always end up trying to do things programmatically since I am still largely unfamiliar with SP and only seem to hit its limitations instead of its strengths. Has anyone tried to do something similar to this? Or do you have any suggestions as to the best way to accomplish this? Best practices? I appreciate all thoughts and comments! FYI I've also posted this on the MS SP forums as well to cast a wider net...
Thanks,
Sabrina
In this case, you are better off going with a custom solution. A webpart would be an excellent choice for delivering your custom interface.
A dataview webpart will do the job, but if you feel comfortable with the jQuery solution it would make for a nicer interface.
In your code, treat the lists as you would a database and isolate it from the logic and interface code within the webpart.
HI all,
I am creating a timesheep app and I have five colums that can contain hours worked. When the user enters a new form how do I check to see if at least one of the columns contains data. I must admit I am not a developer just a Sharepoint/Sharepoint designer hack so be nice. Thanks
Glenn Thibeault
The only bullet-proof way would be to create a SharePoint event receiver using C# (lots of examples on the web).
I'm not really sure how you could accomplish this with SPD.
If you don't want to write any C# code, that really only leaves JavaScript. It will still take development work (this is a programming site after all). You could probably take advantage of SPUtility.js (full disclosure, this is a library I maintain).
The basic steps would be:
Edit your NewForm.aspx and add a Content Editor web part
Inside the Content Editor web part, write your JavaScript:
Attach a new onClick handler to the NewForm.aspx's "OK" buttons
Use SPUtility's GetValue method to get the value of your 5 fields, validate one has a value, and display a message if invalid