My object is to create a 2013 reusable workflow that via rest updates a listitem in another list.
(This workflow will be copied via jsom and associated to newly created subsites, so it has to be reusable).
When I try to create variables from "Current item" the site column options are only standard. None of the custom site columns are available.
And there doesnt seem to be a way to use a specific content-type in SP2013 workflow.
Does anyone have a clue?
I ended up doing a differnet approach.
When a user creates a new project (subsite) the list item is created in the main "projectlist" and in the subsite "projectinfo" list.
I made a custom editform to use in the subsites. So when the user edites the item I save it via jsom to subsite projectinfo (where it is edited), then on the callback I update the corresponding listitem in the main project site.
Then i change window.location to the "target" from the query string.
Related
I have a requirement to display SharePoint Documents Sub Grid on the MS crm Dynamics 365 Custom Entity Form.
Can anyone let me know, how to achieve this using Supported or unsupported way?
You can find solution here:
You may use the below line of code to set the Iframe url to display the subgrid in iframe:
Xrm.Page.getControl("IFRAME_Documents").setSrc(Xrm.Page.context.getClientUrl() + "/userdefined/areas.aspx?formid=" + CurrentFormId + "&inlineEdit=1&navItemName=Documents&oId=%7b" + recordId + "%7d&oType=" + oTypeCode + "&pagemode=iframe&rof=true&security=852023&tabSet=areaSPDocuments&theme=Outlook15White");
Where:
“IFRAME_Documents” is the Iframe name.
“CurrentFormId”= Is the Current selected form id which you can get using Xrm.Page.ui.formSelector.getCurrentItem().getId().replace("{", "").replace("}", "");
“recordId” = Record’s GUID
“oTypeCode” = Entity Type Code which you can get using Xrm.Page.context.getQueryStringParameters().etc;
This is how I did in D365. (Using Chrome made it easier)
Enable document management for the entity
When Documents tab shows
for the entity record open it.
Then open Chrome dev console (F12)
Grab the panel (which is actually an iframe) source. The URL is of format:
/userdefined/areas.aspx?appid=...........&formid=.......&inlineEdit=1&navItemName=Documents&oId=.....&oType=.....&pagemode=iframe&rof=true&security=......&tabSet=areaSPDocuments&theme=Outlook15White
Replace the dotted values in the source URL with appropriate values
and make the URL fully qualified prefixing with the root.
Just ensure not using any hardcoded GUIDs or IDs in the values. In this way this can be reused easily wherever needed.
Latest: Recent version has direct OOB customization to achieve this.
Dynamics 365: Related Documents Now Display on Record’s Main Form
Add or remove the SharePoint documents tab to the main form for any table
In short: Server to Server integration approach shows physical documents in crm grid. No need of iframe solution.
Old school List component integration has a limitation, it shows document location crm records in crm grid, so you need iframe solution to show physical docs from Sharepoint.
[Applicable to Server based Integration] - It will show Documents in the grid.
Open an Entity Web form where you want to display SharePoint document library.
Click on the Insert-tab, click on Sub-Grid, specify a name to sub-grid
In “Data Source” section select “Only related Records” from Records dropdown
Select “Document Location (Regarding)” in Entity dropdown
Select “Active Document Location” from Default View section [shown in Below Image]
Click on Set. Click on save then publish the customization
Reference
Update: [Applicable to List component Integration]
Associated view will show what we want but subgrid is not working as expected. Upon research, this is product limitation. Read more
sometimes it is desirable to have an “at a glance” view of documents associated with a record. In order to view the documents in SharePoint that are related to a record, the user must navigate to a related entities area outside of the form. (Similar to Connection, or other related entities)
For most related entities, a sub-grid can be used in the form to display the relationships immediately on the form, but there is no simple workaround for the Documents.
Another alternative is showing Associated view in IFRAME.
EDIT:
In latest Dynamics 365, CRM + Sharepoint integration using List component is deprecated. Only way is Server to Server (S2S) based CRM + Sharepoint integration is possible. This S2S approach shows documents in the associated grid & subgrid, not the doc location like in List component. CRM - Sharepoint wrapper taking care of conversion from CRM FetchXML to SP CAML query & give us the result we want.
The great thing about having the documents queried by CRM is that you
can create custom views of documents in the same way you would with
any other entity in CRM. When using the list component the default
view in SharePoint was rendered in the IFRAME meaning that to get new
columns you had to have list customisation privileges on SharePoint
such that all users would see the changes. With the new server to
server integration you can select SharePoint columns to include in
your own views and even add in your own filters using the CRM advance
find interface.
Read more.
Is it possible to create a link that creates a new subsite with my custom template apllied?
This is not supposed to be a link to the page where you can create a new subsite, but a link that actually creates the subsite with my custom template. Just like a site would be created if I pressed the "create" button on the "New SharePoint Site" page.
Is this possible? Using javascript/jQuery maybe?
I have done this in my project not using javascript or jquery but with the Server side code, you have to write a code to create a subsite using your subsite template under your site collection.
Thanks
Is it possible to have a field in the current item be changed by clicking a URL? The field would be a choice field with predefined choices.
Such as if the item field is currently:
Status: 2
If a user clicks the link, the field would now be:
Status: 3
If not, is there any other way for a user to easily change a field in the current item without actually haveing to visit the item?
Thanks!
Not Out Of The Box (OOTB) - but you've a few options.
Write an ASPX page to do what you want
Use something like SPServices and javascript to update the list item via the web services.
Use the Client Object Model (2010 only)
By the way - changing stuff on a 'get' can be dangerous as you can do malicious things - for example imagine you have a page that deletes the users account without any prompting (exact example doesn't matter) - what if someone clicks on that link by mistake or even worse what about an email sent with an image with that page as source URL - simply viewing the email could delete the users account.
It's not possible by using a GET request, but SharePoint 2010 is offering a RESTful API to manage ListItems from any client
The REST API is located within the virtual WebServices folgder under each SharePoint Site.
http://YourSharePointSite/_vti_bin/ListData.svc.
To perform an update on SharePoint ListItems you have to create a PUT Request. For more information on SharePoints REST API you should have a look at this MSDN site, there are also a lot of samples linked from this article.
Thorsten
Goal: Move SharePoint list from old site collection to new site collection.
Approach:
I save the SharePoint list as a template (.stp),
Then move .stp file to the new site collection list template gallery
Create custom SharePoint list using my newly created template
The SharePoint list populates perfectly.
Problem: when I try to edit or add items to the SharePoint list, I’m taken to the default SharePoint page “An unexpected error has occurred”
Open you web.config file of the SharePoint web Application, search for CallStack change it to true and seach for CustomError and set its value to Off. Do the action again you will get to know the actual error causing the error. Rectify it or post the error that will help to point out the issue.
Also notes in case of STP,
If have some LookUp field in the List template, you will need to recreate those fields again or Follow the workaround as described in article
If you have created any Site Column make sure that is there in the new site collection as well.
I would like to create something in SharePoint that allows users to request access to particular documents and then for me to be able assign access for a period. Would this be possible in SharePoint? If so, how would i go about doing this? What must i use?
Thanks in advance!
Set up a SharePoint Group for those documents and then allow users to request membership to the group.
This is how I would do it:
Add a hyperlink column to the Document Library
Add a 'New Item' event handler to the DL which adds the url to the hyperlink column, and point the hyperlink to your own ASP.Net page (or even the DL itself), with details of the document required (ID et al) in the GET string. Call this hyperlink 'Request Access' or something similar.
Create a webpart which checks the GET string for the right variables, identifies the user (currently logged in user viewing the page the webpart is on) and sends you an email informing you of the request. Add this webpart to the target ASP.Net page in step 2.
When a document is added, the event handler will update the hyperlink column with the required hyperlink. When a user requires access, they will click on the properly formed hyperlink, which will take you to a page with the receiver webpart on it. The receiver webpart will get the required information from the GET string, inform you via email, and also inform the user that the request has been received.
Although I'm sure theres a better way to do this...
You can modify the "popup" menu that's shown while hovering over the document. Add a link to that menu, here's an example of how to change the hover menu:
www.articlestreet.com/computers/send-a-sharepoint-document-library-file-as-email.html