We've a real pain in our project where we ask a team of 50 resources to update a single excel sheet that's placed in a network location and when someone tries to update the data, it's locked by somebody else and they don't update it. So, they end up not updating the data.
I'm looking for an alternate solution like
creating a form in sharepoint/ jira - no sharepoint/ jira developer
getting data in mail - too tedious and lots of rework
creating a custom form and hosting it in local server - might work - any templates on this?
Or, any alternates? I'm out of ideas.
easiest thing would be to create a simple SharePoint-List. All Users can update their data at the same time and the Input-Form will be there automatically. (Can also be exported to Excel)
If you are on SharePoint-Online you could also have a look at Windows Form which provide more flexibility in creating the form.
And if you need even more capabilities you can have a look at PowerApps
Related
I am trying to create a data entry "app" to collect daily readings across our site. Here are the three biggest constraints:
Software - ideally, we would use some software within the Microsoft 365 Suite, mainly because those are the only approved apps on site. It may be possible to use open source software, but that might raise some flags in terms of security. So my thoughts are to use either Excel or Access.
Cost - ideally, we do not want purchase any additional software licenses. I would try and create something with Power Apps, but we do not have the licensing for an Azure or SQL server to store the data. I could be missing something here though.
Mobile-Friendly - finally, it needs to work on an Android tablet. Currently, we collect readings using pen and paper. The whole idea of this is to move towards using a tablet.
The easiest approach would be to create an Excel spreadsheet, save it on OneDrive, and edit the spreadsheet. I don't love this option because we are collecting 100's of data points each day. This would end up with a very wide spreadsheet that will be cumbersome to navigate.
The other option I looked into was creating an Access database and accompanying form and storing it on SharePoint. However, it seems Microsoft has stopped supporting Access databases on SharePoint.
I have created data entry forms using VBA, similar to this, but these do not work on mobile.
Is it possible to create a data entry form in Excel that also works on the Android version of Excel? Are there other alternatives I am not thinking of?
I am engaged in just this kind of project also. I have written an app in PowerApps, built an Excel spreadsheet and stored it in OneDrive, and am running it (the app) on an iPad. The design differs somewhat from your description of directly presenting a spreadsheet to the user (which I think PowerApps could do) because I don't want users having direct access to the data.
Edit: You do not need Azure or SQL, unless you are storing tons of data. Excel can be a satisfactory data storage location for modest uses.
I found the learning curve for PowerApps to be quite steep, as it's a different paradigm than line-by-line coding.
I think this is a more user friendly way to collect data than trying to run an Excel form, and once you get it made and polished, you'll look like a pro :)
I am by no means an expert but if you need some tips I'll do what I can to help. It sounds like we are at similar developmental stages.
Is it possible to create a data entry form in Excel that also works on the Android version of Excel? Are there other alternatives I am not thinking of?
Microsoft Forms does the job when created from OneDrive on mobile browser. Side note: the form I just created and the response I submitted have now disappeared from my OneDrive.
I also saw some people using Power Automate to save responses from a form into an Excel file (every reponse).
I am trying to create a solution in SharePoint 365 (I am new in SharePoint). Below is what I am looking for:
1. A user logs in and opens a form which they fill details and forwards/submits to the supervisor for approval. There are about 20 fields to be filled
2. Once approved, a certificate, preferably in PDF, is generated based on the details entered by the user.
3. The 20 fields are made available for download in Excel whereby the 20 rows form 20 columns in the Excel.
I am not sure if SharePoint with designer or Infopath can accomplish this.
Hope you can assist me to know if this is possible and what extra tools I may need on top of SharePoint.
Your questions is very generic, it might be flagged by some moderator later. Anyway... for SharePoint Online (not SharePoint 365), you will need to write your solution using the SharePoint Framework (SPFx), to achieve this you will need to familiarize yourself with TypeScript, NPM, GULP, Yeoman Generator, React JS, and a to some degree of JavaScript.
The other possible way is to familiarize yourself with the Office 365 architecture, this options might be limited to fully achieve your goals but might be the best option if you are not a developer.
Basically you will need to create a "workflow", you can create using Flow (when a list item is submitted), inside the Flow you will read the fields submitted and send for user manager's approval (reading the property from user profile), and once the "workflow" is approved, you can capture the data, and send to Excel (you can even specify to which Excel flavor you want: Excel Online - Business, Excel Online - OneDrive, or simply Excel).
Once your Flow adds the information your target (Excel file), you add a new step in your Flow to use the "Adobe Sign" to use the create a certificate - you can use this step to get a document from an signed agreement or any other you find suitable there
You have the hard way by coding through SPFx or making your way through Flow (the easy way), it is now up to you, go with Flow, you will achieve this in probably a couple of hours.
We have a (super)user who has been using VBA in an Excel spreadsheet to create and manipulate documents in a Domino database application.
The user has 'Editor' access to the application, and should normally be able to create/edit the document contents.
They have been, however, creating documents using VBA. That logic doesn't consider such important document fields as Readers, Authors, etc. .
We would like to restrict access to all Domino data so that it can only be created/modified using an IBM Notes client.
I have tried looking through the ECL, but that only restricts what 'others' do.
Since he has his Notes client available, the external logic is using his normal Notes credentials.
I have tried setting a hidden field with the Notes client and looking for that in the QuerySave event of the form design.
Unfortunately, the external code pays no attention to the form events and the save is executed despite the missing field.
Similarly, the Database Script has no bearing on the execution of external logic.
I was going to inspect the client version upon database open and restrict activity based on a variance in the version (I was hoping!).
I have de-selected the 'Don't prompt for a password...' option in the user security preferences, but that has no effect at all (suspected as much!).
The ONLY thing I have been able to suggest is to hide the database design... That's really only designed to thwart a user's efforts to understand the underlying design.
It won't prevent them from creating hundreds of thousands of documents with a fictitious form and throwing the app into disarray.
I'm hoping that there is a solution out there that I'm missing.
The user has been instructed not to undertake such activity in the future.
We were lucky that there really wasn't any malicious intent - "Just trying to be more efficient" we're told.
The effects of the activity have been remedied, and the user has been warned.
What I want to know is... how can I prevent this from ever happening again?
The circumstances are rare I know, but I would've thought there'd be a means of restricting the platforms used to manage Notes/Domino data.
Is there a way to ensure no external applications are able to access, create or modify Notes database documents?
I am currently focussing on access to Notes via COM.
I thought that, if I unregistered 'nlsxbe.dll' from the registry, that would prevent such activity - It has not.
I also tried removing the .TLB files from the Notes executable folder - removal of 'notes32.tlb' and 'domobj.tlb' have no effect at all. Removal of 'ltsci3.tlb' screws everything up (as expected!).
I'm really having no luck at all - Any/all suggestions would be most appreciated!
I'm not aware of any way to detect that a connection has been made by standalone code instead of by the Notes client, but you do have two paths available to you:
A Domino server add-in that prevents documents from being saved in that particular database if certain criteria aren't met.
An agent that is triggered to run shortly after documents are saved or modified in that particular database. The agent code can delete (or modify, if you prefer) the documents that don't conform to the required criteria.
The server add-in route would normally require coding in C, but thanks to the Open NTF Trigger Happy project, the hard part is done for you, and the rest can be filled in with either LotusScript or Java agent code that is "triggered" by the pre-written C code. You will need to have some basic knowledge of how the Notes Extension Manager interface works, but once you get past that and write your agent code to enforce your data consistency/integrity requirements, the only real hurdle is your willingness to host open source code on your server.
There may be two other possibilities, but I can't say if either will solve or deal with the issue...
In the ECL you can disable 'COM' access for the user (also known as OLE or ActiveX) automation since VBA access is usually via COM. This has stopped Notes using external COM access for me, but I don't know if also prevents VBA using Notes. Additional steps may be needed to enforce the ECL and apply to the specific users.
There is an (old) notes.ini 'DisableExternalApps' (or something similar) that disables some external access. This can affect many things (DDE/Prompts/#dblookups) but again I don't know if this will disable VBA/COM and its not user specific, but server wide.
I would have thought that removing the nlsxbe.dll or restricting access to execute it might work, but the ECL may be the best bet.
Alternatively, rather than add hidden flags to your design (and the documents), and then delete the offending documents, your agent could apply the correct author/reader fields to the documents instead.
Very tricky. Did you find a better solution?
I have a list in sharepoint which maintains particular month OnCall list,and we are maintaining employee directory in sql server. My requirement is to get complete data from sql server and show it in sharepoint and compare with sharepoint list and show small icon for the employees who are On Call for that particular Month. Can anyone please suggest me the waus of implementing this.
Thanks in advance.
Update: I have finished the part where I have to connect to the sqlserver database and get the employees information. For this we are using 3rd party web part to connect to the sql server and pull the data from the table. Now I have to show some kind of image on the employee name to show that he is on-call for that week. We are going to cretae custom list for maintaing the list of people who are on-Call. Can anyone please advise me on how to accomplish this.
Write a custom webpart which will pull the data from the list using sharepoint object model and SQL server using ADO.NET and do the said comparison.
If you were looking for out of the box, I am afraid there i too little information given here to analyze if its feasible out of the box or not.
If you have the SharePoint Enterprise version, you can look at using the Business Data Catalog. This will let you bind columns to external data sources. This might provide you with the functionality you're looking for.
If you do not have the Enterprise features, do you have access to deploy WSP packages and custom code?
You will have to write your own data access to your external data source. Your options would be to have a job that pulls data from the external data source and populates SharePoint list(s) or create a custom view that pulls the external data on-demand.
You'll have to come up with synchronization strategies. Meaning, is the data in the external SQL data source static, reference information that does not need to be updated depending on what a user does in SharePoint? This seems to be the case based on your question. If you do need to update the external data source, you'll have to hook into the on save event (so probably a custom event handler that listens for ItemAdding) to update the data, validate, and optionally cancel the operation with an error message.
If you can't deploy WSP packages / DLLs, you could take a look at the jQuery SharePoint library. This will let you interact with lists using jQuery. If you also write a WCF or Web Service wrapper around the data you need access to from your external data source that is accessible from the SharePoint environment, you can use hack together a solution.
To accomplish this you'd need to place a Content Editor Web Part on the page you need custom data access. In there you will write the code to reference the jQuery javascript library and jQuery SharePoint library. The code will have to make the calls to your external data service and make any updates you need.
This is the least reliable method to accomplish what you want since it's entirely page-based and can be broken by simply disabling script or someone editing the CEWP or removing it altogether.
If you don't have access to place a CEWP or any of the other solutions, then you have no options at all.
it relatively easy now to pull all the data using the third party webpart and saving it into a custom list. I would recommend you not only creating custom list but also creating the content types for this list. take a look at SharPoint MVP's post about creating a Custom List with Content Types
Currently outlook takes all list data and synchronises it with outlook.
Is it possible and how to synchronise only items in a specific view? I`m only interested in my items in the list.
Unfortunately this is not possible out-of-the-box. When connecting a list to Outlook it occurs at the list level, not at the view level.
There may be a product you can purchase that will do this. I've had a quick look around for you without success but hopefully someone else can help.
I don't think you can do exactly what you are asking.
You could use the Content Query or Search Core Results Web Parts to get a filtered RSS feed which can be synced with Outlook. Of course, this is read-only so it might not be what you were after.
Found a custom solution. One guy wrote stssync protocol provider to synchronize Outlook against any DataTable.
This needs some custom implementation in SharePoint, however I`v managed to get my queried data to outlook.
I`m still working with some issues like how to get Body field rendered in Outlook, but if someone needs this functionality, then this protocol implementation is a nice start.
Time has passed and there is another solution
The alternative is to use custom web service provider that would provide outlook only items that it needs.
See this question and answer: Sharepoint task list and Outlook sync