I'm in the process of migrating a large set of custom records into NetSuite. There's already some data and I was wondering how we can manage duplication here apart from manual checks using excel? I know for customers, vendors, partners and contacts NetSuite already offers build in duplication detection when we do data import, but is there something we can create for custom records?
Try building a UserEvent script that throws an exception on beforeSave at creation, if the validation has't passed. I haven't tested this, but it could act as a filter when importing.
Related
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
A bit of background before I begin.
Background:
I am working on migrating an existing .NET based system to Dynamics CRM and one of its key feature is its 'Request Approval Process'. I have implemented some simpler versions of such approval processes in past but this one is a bit complex since it involves multi-level approvals, multiple approvers at one level, amendment logic, delegation functionality, etc.
Analysis Till Now:
Before pushing this question at SO, I did a fair analysis of the requirements from my end and have come up with few possible approaches:
Workflow based approach (something on lines of this)
Complete custom logic using Plugins/Web Resources (something on lines of this)
I am not explaining the details of these approaches as of now but the core issue is that none of these two approaches are fitting correctly to my requirements.
Queries:
While analyzing these approaches I came across some newer functionalities added to CRM (listed below) but did not get any additional resources to explore them further. I just want to confirm that I am not trying to achieve something which is already present out-of-the-box or going in the incorrect direction.
1. Internal Process Automation:
Reference: Here
Any leads/thoughts on this approach? I am not able to find any good documentation/articles around this.
2. Graphical Approval Workflow:
Reference: Here
This feature seems to be useful but it is mentioned to be a part of Dynamics Marketing. With the new structuring of Dynamics 365, will this feature be a part of Dynamics CRM by default?
Also, the Prerequisites section of this link mentions certain Item Types for which you can configure this functionality. So can't we use this functionality for any entity records?
Any kind of help/inputs would be appreciated.
I'd suggest the best of both worlds: using out-of-box Workflows along with custom Workflow activities that you can write with C#. Use as much out-of-box functionality as you can, but when you need to query records or run custom logic, create a custom workflow activity that can be used in your out-of-box Workflow. Custom workflow activities are similar to plugins in that they are written using C#. You can have custom inputs and custom outputs for your activity.
For example, maybe your approval process needs to look up the appropriate approving user for this record. You could write a custom workflow activity that takes an input (the record being approved) and an output (the user that has the ability to approve). Then in your Workflow, you'd add your custom activity as a step. After that step, you could send an email to the approver by using the output of that custom step.
More information about custom workflow activities: https://msdn.microsoft.com/en-us/library/gg309745.aspx
I am coming into an existing SCCD project and there is a custom field that is maintained between the Service Request and Incident forms. The problem is that the field is not being carried over properly. I suspect this is an issue within the workflow? Is there a proper way to debug or search for this problem area? So far, I've been poking around the 500+ workflow items for each the Service Request and Incident objects.
We ran into a similar situation where a custom field in the work order table was transfer over when we duplicated the work order. In that case, we had to look for the domain responsible for passing specific fields to be included in the duplication. It was a matter of adding the new custom field (dept) to the domain entry.
Other times, you may have to create an automation script, or modify the Java .class file (decode, rewrite, and recompile).
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