I'm creating three approved software lists for my company with SharePoint. One is the general list for all associates the next is the restricted list which will contain software like wireshark that only certain people should have access to and the last is the master list which will be a combination of the other two lists.
What would be ideal is being able to add the software to the master list and have it update the other two lists automagically. The unique key will of course be the software title. The field that will determine which list the row will be added to is the the [group] field. (This is where the uncertainty comes in) There will be 4 values that can go into this [group] field they are: restricted, general, engineering, media.
I would like to have the rows with "restricted" go to the restricted list, obviously, and everything else go to the general list.
I'm very new to SharePoint (~1 week) and I'm trying to simplify this process as much as possible. I'm continuing to read and watch the videos to lean more however, I understand this is a complex application. I thought I'd pose this question to people with more experience than myself to find if it's even possible. If not I'll be able to change my train of thought sooner.
Thank you for your time
This is probably a question for https://sharepoint.stackexchange.com/
But -- what I would do in your situation is only use 1 list and make multiple views.
Each view can be filtered by a different criteria (like your group column in this case) then instead of having 3 distinct lists, you can display or have a link for each view (they all get their own URI in SharePoint) seperately.
This way you only ever have to update 1 list, and you avoid the overhead/complexity of trying to copy into other lists with event recievers or workflows or something else.
If someone reading this needs instructions on views:
You can create/switch views from the 'List' or 'Library' tab when you're viewing the list. Then when you add the list to a web part page, you can select which view to use in the web part properties window.
Related
I posted this question on Stack Exchange here: (https://sharepoint.stackexchange.com/questions/249418/filtering-sharepoint-list-by-another-sharepoint-list), but just realized I should have posted it to Stack Overflow instead. Hope it's not bad form to cross-post (I'll add a link to this post in the other post).
I've been searching the forums and doing research online with no luck- apologies if this has been answered before.
I have a list with several thousand items in it. I often receive bulk update requests where I need to update several hundred of these items at a time (let's say for this example that we're using a field called "Case ID").
Here's what I've tried:
Searching cases individually, or up to three at a time in datasheet view; this is not time effective
Exporting the list and manually manipulating the data in Excel, then pasting in (and writing over) the data in the column that needs to be updated; this approach is not user friendly, is not necessarily time effective, and has potential side effects (causing errors for users currently modifying items that I am changing in bulk)
Lastly- I know I can create custom views that isolate this data; the problem is that the lists of cases I need to modify generally do not have enough commonalities to isolate them using the view filter logic
So- my guess is that I need two lists, likely connected with a web part. The first list would exist solely for the purpose of querying the second list. I would enter the Case IDs I wanted to filter by in the first list, and the second list would filter to show only the Case IDs in the first list. All items would be deleted from the first list between queries.
I'm not married to this approach- it's just my best guess. I'm open to creative and alternative approached, but the final process needs to be user friendly (business partners will be using it).
Does anyone know how I can accomplish this? I've tried to get something implemented several times over the past few years and have never been successful; posting here is my last resort before I throw in the towel.
I have SP 2013, and have SharePoint Designer; please let me know if I need to add any other information.
Thanks in advance for the support,
Chad
I'd suggest to create a JSOM application that will do all updates. It can query only items for update and do item-by-item update.
I am developing Leave Management System in SharePoint 2013. Employees can apply for leaves and Manager can either approve or reject it.
I have accomplished this by creating a new list - "Leaves" and starting a workflow when a new item gets added. Workflow sends an email to Manager and creates a task item for him to be able to approve or reject it.
However, I would like to know if this approach is preferable in real time scenario. Suppose for organization of 500 employees, can a single list hold so many records for all employees. What are possible ways here to utilize the features in SharePoint and also create a scalable application.
Also, I am also planning to develop a new Add-in in SharePoint 2013 since for applying new leave, we need to display additional information such as available leaves and do some custom validations which are not provided by default SharePoint list. I will be adding the new item to the SharePoint list from the custom developed page so that the workflow still is intact and I am still utilizing out-of-box SharePoint features. Is this the way to go for enterprise level application or there are any other alternatives. Please suggest.
SharePoint Lists are capable of holding that much data. I don't see a problem if you use a single list to hold leave request of 500 employees.
Assume a worst case scenario that all of the 500 employee apply 25 leaves individually in a year, then the item count would be (500*25= 12500) which is not bad.
You will need to take care of the List Threshold error, because data is greater than 5000. For this you can create views which always bring out results less than 5000.
Now lets say you have plan for 5 years, so each year you will add 12500 items which at the end of 5 years will be 12500*5 = 62500 items
Here you can think of 2 options
You can create a list for each year, i.e. Leaves2016, Leaves2017 etc.
In a single list create folders of year, and inside them add all leave datas.
Note: The only major thing you need to take care of List view threshold problem. Which can be tackled with intelligently designing
views
For your second question.
I agree that the OOB SharePoint List form will not cater your requirements. So creating a custom page an add in or something else is a way to go. As far as your data is getting inserted into a list and eventually activating a workflow there is no harm in it.
NB. This question might be a bit similar to another one but still result in a different answer, hence the division in two.
I'd like to print out the contents of an entity, consisting of a subset of the fields and including some rudimentary information on its associated entities.
E.g. I'd like to print a lead by displaying its name and phone number but also a list of associated instances of type new_somesome (their new_name and new_size, for example) connected to it.
How can I do that?
I've tried cheating by using mail template but that doesn't include the related entities. I'm not sure how to edit the default print view to include the associatees neither.
Is it acceptable for you to use reports?
For this purpose you can try free MS ReportBuilder. MS allows to build reports without using such large tool as MS Buisness Intelligence. These custom reports appears to be more flexible than system ones. Another way is to try Mail merge functionality.
Folks!
In my recent project I’ve faced with the situation when I need to develop “tricky” Custom Field Type (CFT) for Share Point 2010. That CFT must behave like an Out-Of-The-Box Lookup Field, but it must point to couple of different locations. For example, the Lookup field can be pointed to the web A, list B in the web A and to the some field in the list B – let’s call that like a Location, but my field must be able to point to many Locations at the same time. In addition to that main requirement, my CFT must be sortable, filterable and represent an ability to search by EQUAL using CAML, like a Lookup field. Does anybody faced with such tasks? SharePoint masters, please, instruct me with the RIGHT path!!!
In the SharePoint publishing site I will have some banners that are Web Parts and can have any HTML content inside them. I have requirement to count clicks on that banners. Banners will have some links to external sites.
I am not sure where to store counters for individual banners. Custom List is the first thing that came to my mind but I am not sure how will it behave in concurrent access. Can I lock list (list item) and do the counter increment ? What will happen for other list access if it is in lock state ? Will it fail or just wait ?
Are there any alternatives to storing counters somewhere else ?
There are lots of places, here are the two most popular:
Property Bag (most likely on the Web) which is a number you increment
Inside a list
Of these, I have successfully done it with a list on our blogging solution, you can see it here: http://community.zevenseas.com/blogs, where I'm tracking views for each post. I took this approach because I like to see more than a number, eg. referrer, ip, etc.
Things to keep in mind:
You need to keep a close eye on the number of items you are storing. SharePoint doesn't like lots of items in a list. To manage them put them in folders, a folder for each banner, and then subfolders for each month.
I would keep a list with each of the banners (just their name or more) in it, then create a second list to store the views. In the list where you store the views have a lookup back to the list storing the banners. On the original banner list you can then create a new column which "Counts" the number of Views related to each banner item.
Again, be very careful about the number of items you are expecting, but this works pretty nicely for us.
Don't forget a small database will allow you to store page hits against whatever you want. You can then call a stored proc and that database "just takes care of it". You don't have to worry about access and concurrency (because you used a transaction riiiight!).
A SharePoint list is easy because they are there out of the box, but consider that they have a lot of overhead for adding values and even reading from. They are also editable by a site administrator, which may be find, depending on the number of administrators you have. A list is easier to provision than a new database, so in the end you do need to consider the two options carefully.
Just because SharePoint has a hammer does not mean everything is a nail :)