I am new to sharepoint and am looking for a way to perform this:
I have a folder A which is private
I have a folder A2 which belongs to another user
In folder A i put files. Lets call them File1
Whenever I am happy with the contents of File1, I can safely share it. Sharing is done by copying it to folder A2.
I have automated this before under a Synology NAS by prepending a # symbol to the filename. So whenever system detects a filename change form File1 to #File1, it creates a copy in A2.
Is there a mechanism under SharePoint that allows me to do this by monitoring filename changes and triggering some kind of event I can process programmatically?
Yes. In Sharepoint, we have ItemUpdated event receiver.
You can do this using SharePoint Designer workflows. We typically add a status column to trigger the move instead of a special symbol in the filename. Either could be done with a workflow. Unlike an event receiver, there is no custom code, and the workflow can be created in all versions of SharePoint, even SharePoint Online / O365.
Just create a workflow that starts on item Changed. Let it check the status of the Status column or the special symbol in the name, and either just exit, or perform the move.
Related
I have a fair understanding of basic to intermediate VBA coding - here's the predicament I am having at work - I am responsible for maintaining this master excel file that consists of 35 tabs and macros and event procedures etc. - this file is used by the other team (more than 10 people) as the primary tool for carrying out their daily tasks - as the author i always keep an original copy of this file as a backup for any contingent event, and I put a copy of the file in the team folder for the team to use.
However, it sometimes happens that some of the team members would open this file in the team folder and make changes (they are told not to) as normal practice and accidentally save the changes withtout realising it - now that potentially creates an issue for the next user (good user) who would make a copy of this file and save it to their own folder and continute to work on with it (good practice) but they did not realise there has been data left in the workbook from the previous user - this kind of incident could create a disatrous consequency if it's left unnoticed.
I am trying to think up a way or series of codes that can resovle the issue - i just do not know which way to begin with - I was thinking of using SheetChange or Open (eg upon detecting any change then save as a new file in a different location) event - with that i ran into another issu- how i do ensure the subject event will not intervene other events that already exist in the workbook in the subsequential workbook?
any suggestion on structuring the code to accommedate this situation?
many thanks in advance
#VBA #event #savechange
as described in above
I would keep the master copy well hidden from them.
Then, consider putting passwords on sheets they MUST not change.
Or, consider sub-master files for the detail that each team can change and then your master file can link to those sub-files to get the latest data.
I had a project to manage that had 6 team members. Gave them each their own file and linked to their data. Also passworded the functions so they could not change or delete them.
Save the file as an Excel Macro-Enabled Template (.xltm) file.
This way, on double-clicking the file (as you would to open any other file), it creates a new file and will not automatically overwrite the old file when saving.
Instead of taking copies of the file, your users simply have to 'open' the file then later save as whatever they need to.
To preface: I believe this may be impossible with OOTB solutions and if it is I have a plan B, but this plan would be much easier to implement if it is indeed possible.
Is there any way to create a SharePoint workflow that moves a file from a separate document library to another separate library?
The workflow is launched when a new item is created in a list. The item contains the information needed to find the document that it's referencing (ID, path, folder path, name etc...). Is it possible to take this information and then move the file being referenced to another library using a SharePoint workflow?
The document can't be simply copied because version history must stay with the document. I'm also unable to run the workflow in the library that contains the document because it's deciding on what documents to move based on the last modified date and as soon as the document is touched by the workflow it's been modified.
If you only want to copy files with metadata, we can use the OOTB workflow to achieve it.
If you want to copy files with version history, please check the Nintex workflow.
Nintex Workflow Move Document and Preserve Version History
Or we can create event receiver with custom code to achieve it.
Copy files between libraries by keeping versions
I have multiple SP document libraries for different meetings. I want to keep the libraries organized by meeting day. So each meeting would have it's own folder and all the files for that day would go in that folder.
To make it easy I wanted to make it so you can upload a file and then a SP workflow will create a folder for that meeting, if needed, and move the file.
So I created a "meeting file" content type that also gets meeting date and file type (minutes, presentation, misc, etc...)...
What I need to do next is check if a folder for that meeting date exists and create it if it does not. Then move the file over to that folder.
Any ideas how I could do this?
I could also try it without using content types but then the workflow starts automatically for every file added and then I cannot create a new folder with that workflow (because it would start a new instance of that workflow).
I was hoping to keep it reusable so I could just use one workflow for all the document libraries. I thought the workflow could find the path of the list it is being run on, and create the folders and do the other work within that list.
Any ideas are appreciated.
For creating folder via workflows:
Creating folders and sub-folders using SharePoint 2010 Designer Workflow
and for checking folder name:
Create a string workflow variable.
Now create a lookup for your folder and set the variable to the folder's title. Take a look here for some helpful information and usage guidelines when it comes to list folders.
The actions dependent of the existence of the folder have to be placed inside an if-statement
E.g. the if-statement should be like "if [variable] not equals [folder name]" if you want the actions only to be run when the folder does not exist
and here the whole tutorial that I found:
Create folders using a SPD workflow
I have to programmatically move (archive) a document from document library of a site collection to a document library of another site collection in SharePoint 2010, when a specific value is set for a column in the doc lib.
Would it be possible to write code for this scenario in an event receiver? Is there any other way?
If anybody has any relevant piece of code or links, please share.
Thanks in advance!
You could perhaps do a copy operation, then delete the original file.
Have a look at the following link, which discusses copying a file from one site to another:
http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.spfilecollection.aspx
The example uses one site collection. However, if you convert the source document to a byte array you can always instantiate the target site collection and add the binary data to a document library within that site collection.
Certainly the copy operation should would work within the event receiver. However, I'm not certain what will happen if you try to delete the file within the receiver (there may be concurrency issues). If the delete does not work, consider firing a one-time timer job to delete the file (which would occur in a different process).
You can try SPExport Class of SharePoint, as per this Article Copy or Move SharePoint items looks like few of the Operations that we do in SharePoint UI uses this API internally to acheive the task. Also this Approach depends if you are trying to do it one time or its going to be a repeatative process.
Is there a way to change the name of a folder within the discussion area of SharePoint 2010? The folder by default is given the name of the discsussion name when it is created, however, if you then change the discussion name, it does not (quite rightly) automatically update the folder name - I would like to though.
Just had a go there, I was able to rename it using SharePoint designer (use the All Files link on the left).
However if you need to do it automatically then you'll have to build an List Item Event Handler, and update the folder name using the API using the ListItemUpdated Event.
Shane