I would like to make a selection criterion in Lotus notes Views base on the role the user belongs to, using the below code
SELECT FORM ="User" & Retired = "0" |
(#IsMember("[Admin]";#UserRoles))
but whenever I check for the roles it return #UserRoles return an empty string "".
any idea how to go about criterion
You can't use #UserRoles in a view selection. From Domino Designer help:
This function does not work in column, selection, mail agent, or scheduled agent formulas.
You need to use readers fields. In your case, a document must have a readers field with [Admin] as a value.
Read more about readers and authors fields at Using and understanding Reader Names fields in IBM Lotus Notes and Domino or Reader and Author Field Troubleshooting.
Related
Is there a way to programmatically filter IBM Notes (Lotus Notes) view UI using complex criteria?
For example, if I want to let users specify criteria and then show results in notes view UI all documents with particular status and the particular manager name?
I am aware of #SetViewInfo formula, but as far as I understand it works with only one view column, and I don't understand, how can I apply a criteria, that contains more than one conditions inside, for example: Status="Completed" AND Manager="John Doe" ?
Any ideas?
One solution to this problem is to have a shared private on first use folder for the result set. You would use a form to gather the selection query or fulltext-query and put the documents in the result folder.
We have a requirement for a site wide document library that contains simple word letter templates.
From within a customer item on a list we need to be able to select one of these templates and then have the template populate with customer data such as name & address etc.
What’s the easiest way to achieve this? Ideally without using workflows.
Then you shall assign a document template to a content type.
See this blog post, http://sharepointchick.com/archive/2011/01/07/using-content-types-with-document-templates-when-using-quotnew-documentrdquo.aspx
Create fields in your template that display the document properties to "Autofill" them. This is done in the Insert tab of the ribbon, then by clicking QuickParts, then Document Properties.
The end result is that in addition to the File > Info or the properties bar, each property will also appear in the body of the document wherever you have inserted the field for it. These can then auto-update themselves based on the metadata stored with the document in the library (how often they update is a Word setting).
Xpertdoc Letter Management for SharePoint let's user pick a template from the context of a customer record, then generates a new document with customer data automatically merged inside the document.
CGU, an insurance company, estimate they save 0.5 million dollars per year by the efficiency gains introduced by Xpertdoc. http://www.youtube.com/watch?v=xbqWiFt5dUA&feature=channel&list=UL.
First of all, you should use the technique mentioned before for the document creation based on content type.
As for auto-filling the property fields, I suggest you check out this post that explains how to auto-fill properties when document is added.
You can also opt for a commercial solution such as Harmon.ie for SharePoint to retrieve your templates. They have a free version, if I'm not mistaken.
I would like to know how I can filter a SharePoint library list based on current user login.
Suppose I have created the followings:
1) A SharePoint form library containing bunch of uploaded InfoPath form data.
2) The InfoPath form template contains a promoted text field called "TargetUser" to store user domain login (ex: DOMAIN\JOE) and every InfoPath form file in the library has a valid domain name stored in the "TargetUser" field.
I have created a custom view for the form library and would like to filter this view so only items whose "TargetUser" field matches current user's login ID are displayed.
I went to Edit View page to customize the view and tried to use the [Me] function but I got a "Filter value is not a valid text string" message instead when clicking OK. Apparently [Me] returns a Person/Group data type and the filter cannot compare its value to that of "TargetUser".
I tried using other text functions (ex: TEXT([Me],"") hoping to extract default string value from [Me]. The filter accepted the parameter without any error but the resulting fitlered list does not display any items at all.
I have googled this subject but I have not found any solution.
It would be greatly appreciated if anyone can help me to create a functional filtered list.
And FYI, my SharePoint 2007 installation is just WSS 3.0 + Form Server. I do not have MOSS 2007 (so no MOSS 2007 web parts or web services).
Thank you.
Jason
Is there any reason your TargetUser field is a text field instead of a People or Group field?
The [Me] identifier can be used to filter list items based on a People or Group column, but not on text fields.
Well. It looks like no one here has the answer.
Nevertheless, another user on Technet forum has a very good solution.
See this link for more information
After some reading and R&D, I have came to conclusion that ?
Forms in lotus notes = List in sharepoint.
And Fields in Lotus Forms = Column in Sharepoint List.
But in some articals I found Lotus View is List in Sharepoint.so I am confused ,
So need experts advice
Thanks in advance.
Forms in Lotus Notes are a GUI-based way to edit and get data into the back-end documents. Lotus Notes stores data in document objects, which are essentially unstructured records (meaning they have no schema or requirements on what fields exist within). Through forms, developers can set required fields and maintain control over how data gets into each document, but technically Notes agents and scripts could alter those documents without adhering to any rules about the data contained within.
Notes views are visualizations of the Notes documents, allowing you to filter the documents and display columns of data they contain.
SharePoint Lists are structured and you must create a schema defining what data is allowed in each field of the list record. The views used to display the list data are similar to Notes views in some ways, but nothing is really exactly the same between the two systems.
To tie the two into common database concepts of Table > Record > Column, here's how the two systems work in those terms:
Lotus Notes:
Table = Notes Form. You can think of a Notes Form as the table since typically it has the most influence over the schema for your data, although as I said Notes documents (i.e. records) are unstructured and can hold any data.
Record = Notes Document. The document is the data container behind the scenes. When you click on an email in Lotus Notes, you're selecting a back-end document. When you open that email, you're displaying that document in a Notes Form, the Mail form.
Column = Notes Item. A Notes document is made up of many items. Not to be confused with the concept of a column in Lotus Notes Views, which is for display purposes only.
SharePoint:
Table = List. The list settings define what data is stored in the list.
Record = List item. The list is made up of individual items, just like records in a database table.
Column = Column. For the purposes of this explanation, these are the same.
I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.