Sharepoint custom workflow - sharepoint

I have created SharePoint custom form how to make the custom form as default in the SharePoint designer. I have already done with my coding for designing the form but I need to know how to make this custom form as default in the sharepoint.

In Sharepoint Designer go to the desired list where you made custom forms (Site -> Lists & Libraries -> YourCustomList. In the Forms window on the right, select the form you created, then in the ribbon on the top there's a button for "Set as Default".

Related

How to customize SharePoint Designer Workflow Task form in SharePoint Online?

I'm trying to customize layout, add javascript and change some other visuals in SharePoint Designer workflow task form. I'm using SP Online and this is related to SharePoint 2013 Workflow (not SharePoint 2010).
Previous versions generate InfoPath or ASPX forms for each task. 2013 does not. Instead it uses content types for tasks but tasks always open in edit mode using a common EditForm.aspx located in ../WorkflowTasks/EditForm.aspx
I suppose changing this form will affect all workflows on that site, which is not the goal.
Is there a way to force SPD to create a dedicated edit form for each individual workflow task? I tried to change the Edit Form attribute on a content type used with my existing tasks but it has no effect.
I can browse WorkflowTasks folder contents in SPD and each associated content type gets a respective folder. I thought SPD would put task forms in there but that's not the case.
Anyone has an idea?
How do I go about creating SPD workflow and edit the ASPX task forms?
Thank You!
Create a custom content type based on Workflow Task (SharePoint 2013) content type.
You can then select a custom content type in your task.
See https://sharepoint.stackexchange.com/questions/171646/custom-task-forms-edit-display-new-in-sharepoint-2013-online-office-365 for additional info.

Show ribbon button in Dynamics CRM 2011, if metadata value is equal to a specific value

is there a way to display a custom ribbon button only, if the value of a metadata attribute is equal to a specific value?
In my example I want only show a custom ribbon button on all forms, if the sharepoint documentmanagement is enabled for the current entity type.
For example:
I activated the sharepoint documentmanagement for the entity "account" but not for the entity "contact". If I am at the form for an account I want the crm to show the custom button. If I am at the form for a contact I want the crm NOT to show the custom button.
Best Regards and thank you,
Gerrit
Only way i can suggest is to use CustomRule that will enable/disable button instead hiding it (here is more info about disable rules). Custom action could call jsript, which will execute RetreiveEntityRequest to verify is Sharepoint is Enabled for entity.
Normally you would use EntityPropertyRule from ribbon display rules. Unfortunately SharePoint integration property is not among supported ones.
Here you can find more information how to customize ribbon

Custom Edit for Sharepoint document library

I have a document library with 2 different Content Types. I need to create custom edit form for editing document properties, I need different custom edit forms for content types.. So I followed the instructions SPD support site to create the edit form using Sharepoint designer. I have done this of several lists and it all works perfectly.
For the document library when I try to attach the custom form to the library I don't see the "Content type specific forms" drop down to choose the content type to attach the custom edit form.
How can this be done?
I'm using MOSS 2007
If using 3rd party components is an option, you can use PowerForms to easily customize the edit forms for each content type without using SP designer

Can i customize add/edit page for list in sharepoint?

Can use my custom page to add/Edit item from sharepoint list?
if yes how? Do i need to do any config changes?
Sure you can! Check Create a custom list article form from Microsoft site. You will use SharePoint Designer 2007 for all the customizations. It also allows you to convert every form to HTML/XSLT and to customize it even further.
In SharePoint Designer, create a new ASPX Page then go to Insert => SharePoint Controls => List Form or Form Web Part and play around to see if it fits your needs.

Easy way to create a form to email in SharePoint without using infopath

Does anyone know a good way to do this? I need to have simple forms that submit to email without writing a lot of code. These forms will be hosted in content-viewer web parts or similar in MOSS 2007. I'd like to avoid using InfoPath.
You could use a list which would give you the input form.
It depends on a) whether people should be able to see each other's submissions and b) who the e-mail should go to.
You could set an alert (Actions -> Alert Me) to send an e-mail to a person/people when a new item is added to the list.
In Settings -> List Settings -> Advanced Settings, there's the options for which items a user can see/edit. Alerts however cannot be set on lists where users can only see their own items. In this case, I would use a simple workflow to send the e-mail. I've only worked with MOSS 2007 and SharePoint Designer though - I'm not sure about WSS.
You could implement a list as suggested above, and add an SPItemEventReceiver for sending emails when list items are added or changed (the link shows all of the events available to be handled)
With the sharepoint sdk, you can create your own webparts. If you add them to the GAC you can include them on your sharepoint site. You'd of course have to build a webpart for emailing though.
A workflow in Sharepoint Designer should be easiest way to implement it with no need to code.
Here's an article that explains how to do this:
Workflow example: Send a notification message :
http://office.microsoft.com/en-us/sharepointdesigner/HA101829081033.aspx
Create a simple HTML form in a text editor with the required text boxes, text areas, select drop downs etc, add a mailto tag and save.
Then add a page viewer web part under Media and content.
Select site actions, Edit page and under the editing tool tab select Format text, HTML Markup edit HTML source and paste your HTML form you created he text editor into the source window and select OK and save.

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