I wanted to get some advice on how to create a shared leave calendar for my workplace to try and make it easier to book leave.
At present, unfortunately we don't have a facility where we can view what leave availability there is and are going back and forth with rejecting leave due to staff not being able to see what they can book.
I was looking to create a calendar of some sort whether this is in Outlook, Excel, Access, I am not fussed but something that can be shared and also giving the users more coverage of availability.
Any advice on a solution or workaround would really be useful as im not sure how to start this off.
Thanks in advance.
Do you have access to Google Docs in your office? If yes, everyone
can have a view access of a common leave calendar (which can be an
excel file) and the supervisor can have write access so that only he
can make changes.
If you don't have access to google docs, the supervisor can create a 2nd calendar specifically for leaves) and share it with
the team so that team members can have a view access. You can find more
details on creating a new calendar here: [https://faqs.aber.ac.uk/146][1]
Google calendars can be shared across multiple accounts - you can view other people's calendars but not edit the information on them depending on permissions. So the leave calendar would be attached to the manager's account and they would need to approve changes but everyone could view. If someone wants to request leave they can add it as an event to their own calendar and 'Invite' the manager to the event. The manager can then accept the invite and add it to their own calendar which everyone would see.
Related
I would like to create a small Xpages application that can show the calendar of our conference room. My idea is to have a web browser open on the Conference Room TVs so when somebody wants to get in the conference room they will see really quick that there is a meeting scheduled in 10 min.
I have tried using this template from OpenNTF - Link but I couldn't figure out how to pull the data from my Conference room resource into the calendar.
Any other idea how I can accomplish this?
Note: Having the user check the conference room schedule on LN is not an option. They already don't like LN.
Thanks,
Extension Library has a calendar control. It's basically the (8.5) iNotes calendar control, so data is loaded via a REST service. There are two methods of getting the data into a REST service, depending on whether or not the view you're picking up has columns with the programmatic names that are found in a Notes Mail calendar. The documentation in the XPages Extension Library book should cover the basics but, if you need clarification on any of the content, I wrote it.
Modifying the look and feel is not likely to be easy, because it's an XPage version of an IBM-specific Dojo-based control, which is possibly also why no version has been released to use the R9 look and feel.
Alternatively, it would be feasible to build a repeat control layout. Creating a ViewEntryCollection based on a DateRange is key to getting all entries between dates.
Here is a simplistic summary of my module in Sitecore:
Module Folder
Venue Item (multiple)
Complete Bookings
Booking Item (multiple)
Incomplete Bookings
Booking Item (multiple)
There are many venue item and each have two folders underneath for complete/incomplete bookings which in turn have many booking items underneath them.
I'm setting up workflow roles and need to craft three roles:
Venue Editing
Venue Approving
Booking Managing
These are all easy to setup and secure the correct create/write/delete rights but my issue is that I have, per requirement, disabled inherent read access to the Complete/Incomplete folders as most Sitecore users should not have access to that information. I need to give one specific role read access to these folders and I'm not 100% on how to utilise (is possible) standard values to implement the persmissions.
I can't go into security editor and give each specific complete/incomplete folder read access as the venues will be created/deleted on an ongoing basis. Standard values doesn't seem to copy over its security settings to items instantiated from it. Am I correct in believing this?
Is my only option to set security settings via an event handler or is there a simpler way?
Thanks to jammykam for his helpful comment.
I was going in that direction at first but had forgotten that the permissions aren't retroactively applied to existing items so my test items indicated it wasn't working properly at first.
All sorted now.
I have a request of a customer who wants his dashboards to be send weekly/daily to him via E-mail (PDF or IMAGE). I have searched for hours to find a decent solution, but I can’t seem to find one. This should work on “CRM Online” and on “IFD”.
I have found some code that can take a snapshot of a Webpage, but there I have the “Log-In” problems. Each time you execute the page, you see a page with the “MICROSOFT PASSPORT” or “ADFS” sign in box. I tried the “wkhtmltopdf”-method and “WebBrowser”-method and 3rd party tools.
There is also no “JavaScript” or “JQuery” that is able to generate screenshots from the current page. I’ve created a Webresource in CRM 2011 with an iFrame and in that iFrame I’m able to show the “Dashboard”. If I would be able to take a snapshot of that page, I could create an attachment and put in the CRM.
I think I’m on the right way of doing this, but I can’t seem to get over the last difficulties. I hope someone here on the forum already has done something like that. I’m almost sure it must be possible, because a partner of us was able to take a screenshot of the Dashboard and put it in their application. Of course they don’t want to share that piece of code with me.
I don't believe there is a way to possibly implement the functionality requested with out some major "hacks" that would be brittle and most likely break with any type of CRM/Browser update. I would work with the customer and advise them that what they are asking really doesn't make sense from a cost / maintenance standpoint. I'd try to see if they'd be willing to live with these work arounds:
Send a weekly e-mail with a link to CRM. Downside is the user has to be able to have rights to login and see the data, but it would be super easy.
Create custom reports that recreate the dashboard data. You should be able to schedule e-mails for this through SSRS
Good luck!
I am trying to set up dynamics for a call centre that just wants to do cas management. How do I turn off these things off so there is no evidence of them for a user of the system?
A good place to start would be to edit the SiteMap.
There is a project on codeplex which might be helpful, otherwise you can find good guides dotted around the place:
Editing the SiteMap
Editing the SiteMap 2
With this you could hide Sales & Marketing, which would be a good start. You may also want to look at amending permissions for Leads/Opportunities which can be done by editing security roles. This will help nosey/inquisitive users from creating records if they find links elsewhere.
I presume that you are referring to the subsections of the native CRM navigation structure which shows Workplace, Sales, Marketing, Service and Settings.
Visibility of these areas can be driven in two different ways. You may choose to employ both methods.
Firstly record-type visibility is governed by a user's permissions. Remove a users read access to Invoices for example and it will cease to appear as a navigable option in their UI. Similarly the sub-areas that I previously mentioned will cease to appear if a user has no access to any of the record types that it contains.
consequently it may be possible to achieve some of your aims by giving users the least possible permissions required to do their job (though you should be doing this anyway really) by granting the correct ouot-of-the-box roles or cloning and customising one of those roles. The problem is that the Sales section , for example, contains record types that your users will need to see, e.g. contacts. you won't be able to revoke access to contacts so you'll likely need technique #2 as well:
The CRM sitemap can be customized to contain whatever you want and can even contain new areas. One feature available is to alter or create rules that show/hide areas based on record permissions. I'd recommend downloading the Visual SiteMap Editor and read this part of the CRM SDK
I am developing a sharepoint 2010 project.
I want to restrict users view on lists based on their identity. (e.g. the branch of organization they work in, but in fact the ristrictions can be more complicated).
What solutions do you recommend?
With out of the box features this is not possible. You can go to great lengths to remove the list's view selectors and other navigational elements that let people cruise around a the schema and metadata for a list but it is not a security mechanism.
If a user has read permissions to an item, they'll have read access to all the fields of that item.
There is an outside chance that it you disabled all RPC mechanisms, SOAP, RESTful web services, Client Object Model and the office clients that you might be able to claim this as a security mechanism. If you don't there will always be a way around your "security" scheme.
This feature can't be implemented by SharePoint by now and I think neither for the next version
You can use a third part tool to achieve it, such as BoostSolutions' Column/View Permission or LightningTools' DeliverPoint
BTW, I work for BoostSolutions and I mentioned our own product because it works for your issue. Hope it helps :)
create sharepoint groups based upon your requirement or diffrent type of user base and accordingly give them rights may be item level or on complete list
and while doing these things just go through the following posts
http://blogs.gartner.com/neil_macdonald/2009/02/25/sharepoint-security-best-practices/
http://weblogs.asp.net/erobillard/archive/2008/09/11/sharepoint-security-hard-limits-and-recommended-practices.aspx
Not 100% sure on SharePoint 2010, but definitley for SharePoint 2007, there is not a way to do this, especially if the views are corresponding to security requirements on the columns users are able to see.
One way to work around this is have the list be not accessible by users, and then have code logic allow for access to the data creating the different "views" on the data in something like a Web Part. The downsides to this is search becomes an issue (since the data is hidden) and having multiple "views" of the data (if necessary) is also another item to work through.
I know its a very old question but posting it as it might help someone.
There is an work around to do it as described here
I find it easier, if possible, to create the view and lock it with the filters on the list settings page.
For example, I have a list of employees that includes their employee IDs. I use that list on other pages to gather data in other webparts. So I filter the employee list to [ME]. So the data is available to the page needing it to filter others and they cannot see anything else.
Now, what about the person who needs to manage that page? I create a view, call it HR. That view can see everything. Then I export that webpart with that list view on it through the designer. I then delete the HR view from the employee list.
This leaves no way for anyone to switch views and see everything again. I create a webpart page for the person who manages it, and I upload that webpart and set the view of the webpart to HR. In the end, I have a page that I lock down instead of trying to lock down views or list permissions separately.
Would you be able to have two lists that are joined. One that all users have access to and another that only certain people have access to, and then join them? Then maybe the people that don't have access to the other table it doesn't pull the information? Not sure, but I'll try that out later today.