I need to send an email notification on a workflow step, so it would look like this:
customer_name has 3 documents attached:
1) document1
2) document2
3) document3
All documents are stored in a grid in the customer entity.
My first thought was to create a hidden field and fill it with aggregation of documents in html format via plug-in/js (
<p>document1</p> <p>document2</p>.
...) and then load it with {aggregated_documents(customer)} into the template.
Is there any other way? Preferably without developing plug-ins and custom workflows.
I believe there is no way of doing that without development.
Related
Working with a SP list, have a standard approval workflow that kicks off when an item on the list is updated. I have it set to send the alerting email and have my custom message
Is there any way to have the email contain the fields that were updated (as in field x was value A and was updated to value B)?
Can't be done with standard workflow (or even with workflows at all). More suitable would be using SPEventReceiver.ItemUpdating to check what fields have their values changed, and send summary email from there.
Or, you can always turn on versioning (only major) and create custom activity used in workflow, that could extract required information from previous version of item (i'm not aware of any such OOTB functionality availble)
I am having a page with documents loaded in SharePoint 2010. I have three buttons below each documents in the page and they are 'Like','Unlike' and 'Comment'. So whenever people go there and see the documents they can click on any buttons of their wish.
My question is how to take the hit count of these buttons seperately and display it for each document. Is it possible to create a list with having these three columns and handle it using Client-Side scripting. Any suggestions or help is much appreciated.
Each item in SharePoint has a property bag that can contain ad-hoc data like this. You could certainly add additional columns to store this data and update those columns but that does mean that users could easily manipulate the values via the UI. Since the property bag is only accessible via the various API's, you wouldn't have this issue.
For an example of accessing the property bag via CSOM (which would be your best option since I'm assuming you want your users to be able to like, unlike and comment without refreshing the page each time), see this post reading and writing property bag values using CSOM
Another thing to consider for comments is the existing notes functionality that exists in SharePoint 2010 and SharePoint 2013. These comments are ties into the social functionality and may give you a bit more bang for your buck. To show the comments page for a particular list item see this post SharePoint Social Data using Javascript
we have a customized maildb, the appointment form has custom (CRM) items. As far as I see, I cannot fill/update these items by the new notes (9.x) ical classes?
As a workaround I update these fields after "icalling", via the backend document, but (of course) invited people only get the original ical infos, not the custom items.
Any way to fill in the custom items BEFORE the invitations will go out?
Thanks for any help,
Uwe
I seek your help in customizing a document library in SharePoint site for a particular requirement.
As per requirement, A Student record will be created and will need to go through workflow to be approved. few relevant documents will also be attached to Student record. All these attached documents will also need to go through workflow and will need to be approved
Taking a an example: for a student record, we have 4 documents uploaded so there will be 5 workflows (1 for student and 4 for individual documents)
Can this be achieved using one document library?
What will be a good design/solution for this scenario?
Create a custom list that stores Student Details and add a workflow to this list.
Create a document library and add lookup column of Student Details list and add a workflow to this document library.
This way, multiple documents can be added for a student and approval workflow will go through all documents added as well as student record. I think this will not be possible to achieve this requirement using only one document library.
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.