I have a peoblem regarding file numbring in sharepoint . My company using a complex numbring for file and here is its format file number/month/year
Can I make a field that is autogenerate that format ?
And if any file deleted it should rename all files after it
Thank you for your help
The options:
What you most probably want are unique document IDs, for that SharePoint has the so called DocID Service. As you have custom numbering format you will need to implement a custom document ID provider.
Another option is to just create event receivers for your document library. On each upload / update of a document you just create your file numbering anew based on whatever rules you desire.
A calculated field is the last option and it could contain a number/month/year - but you will not be able to change the file name based upon a calculated field. You could use it for filtering the document library.
I would advise you to look into event receivers or the more advanced, but complete, solution: document IDs.
Related
Im trying to create a Unique sub list within a list in Sharepoint Online (2013).
I realize that sub lists arent exactly possible and you can use lookup fields to attach another list. This doesn't seem like it will work for my situation.
I am trying to have a list item that allows you to upload unique files per list item. For Example:
Reports May 2015
---School.xml
---Food.xml
Reports Jun 2016
---University.xml
---Beach.xml
Each list item will have a set of unique files related to it.The user needs to be able to make the List item themselves (Reports ... in this case), this will of course have other fields and descriptions attached to it (hence the list) and then be able to upload unique documents to that list item.
Im having problems figuring out how to do this in SharePoint. If there is another way to go about this better i am up for it.
You're right - sublists aren't a thing in SharePoint. Reading your requirements, I'm not sure if you need two lists to get what your looking for. Would it be possible to have a single Document Library with a custom field for "Category" or "Report Month". This field could either be a Single line of text field or Choice field. From there you could create a custom view to group by this field and give the hierarchical view from your example.
If you need separate metadata for the grouping/top level, you may need to use Lookups. If I was putting together the solution, I would set up a List and a corresponding Library with a Lookup field to the List. Each of the documents uploaded to the Library would reference the List via that Lookup. To provide an interface for interacting with both within the same view, you'd need to frontend it with some custom code such as a SharePoint-Hosted App.
Currently, all documents are shown in search result
I have stamped property on document library level across site collection
Example: Document library having stamp property ‘MyDocumentLibrary: true”
My requirement is to show documents from only those document library whose stamp property is present on document library
i.e. I wanted to filter out documents from other document library
Not sure if it is possible in SharePoint Online.
First you need to find Crawled Property containing word "...MyDocumentLibrary..."
Then based on this property you need to create Managed Property. Provide name (e.g. "MyDocumentLibrary") and check Queryable option.
Do a Full Crawl.
You need to open search result page to edit. Then edit search result webpart.
Click "Change Query" and add: MyDocumentLibrary=true.
Save & publish.
I am working on sharepoint foundation 2010. I have to add some fields from a list to word 2007 document (automatically of course every time an item is added to the list)( the document contains a paragraph and I have to complete this paragraph from the list fields).. I've searched your site for help and I found an answer that seemed ambiguous to me:
If you create a document library with custom fields (or better yet a content type), Office 2007 documents will include the fields as properties of the document. Word inludes features to add those fields to the document (Insert->QuickParts-Document Property).
You can automate the placement of items on the document by adding a document template to your content type.
Can someone Please give me more details about that method or if exists a better solution.
It's a little bit unclear what are exact requirements.
Using steps provided in quote you can add custom fields to the document - i.e. you need to add some columns to the library and then insert custom fields into document/template. Then if you create new document it will contain information from custom fields. (Something similar like it is described here.
If you have some list and you need do create document in the library with information from the list item you will not be able to achieve it with OOTB SharePoint. You can try to use some third party tool like our product Documents Generator (free version should be enough)
I have a requirement where in a drop-down with years (2008,2009,2010,2011,2012) as its values is to be displayed.
On select of a particular value all annual report (i.e all pdf files falling in that year) for that particular year are to be displayed.
I have found Documents & Media useful to store such files. I have created Document Type for annual report having following meta data:
NAME: Text field-name of the file uploaded
FILE UPLOAD: file uploaded
YEAR: Integer-this year are linked to the drop down values
I am trying a way to filter (displaying all years in drop down) be added on viewer.
When you select a year, the file document stored is displayed. Please help as how to go on further.
We have Documents & Media Display but it shows all the files
Or if Web-content Display can be useful?
Or if how Documents & Media Display can be modified to generate a drop-down of all values displaying links to the pdf?
Please help.
So here is your requirement in short:
Show a drop-down with certain values
On select of any of the values, a list should appear which displays the list of files.
So here are my suggestions according to the points above:
Create your own custom portlet to show the drop-down. Don't go with customizing the liferay's portlet since later on you might get some more requirement to refine the logic or change the UI and you may also be required that Liferay's Document library portlet works as is. But if you want that uploading the files and a drop-down should be given in the same portlet then you have just one option to go with the Documents and Media display portlet.
Write your custom logic to display the list of files using Liferay Document & Media API in conjunction with Dynamic Query API.
The challenge would be to make the logic of fetching files according to the Meta-types for your Document Type, since I don't think liferay does not provide any way to fetch data according to the Meta-data types in a Document Type.
Please comment if you need something more or have not understood anything.
We have a requirement for a site wide document library that contains simple word letter templates.
From within a customer item on a list we need to be able to select one of these templates and then have the template populate with customer data such as name & address etc.
What’s the easiest way to achieve this? Ideally without using workflows.
Then you shall assign a document template to a content type.
See this blog post, http://sharepointchick.com/archive/2011/01/07/using-content-types-with-document-templates-when-using-quotnew-documentrdquo.aspx
Create fields in your template that display the document properties to "Autofill" them. This is done in the Insert tab of the ribbon, then by clicking QuickParts, then Document Properties.
The end result is that in addition to the File > Info or the properties bar, each property will also appear in the body of the document wherever you have inserted the field for it. These can then auto-update themselves based on the metadata stored with the document in the library (how often they update is a Word setting).
Xpertdoc Letter Management for SharePoint let's user pick a template from the context of a customer record, then generates a new document with customer data automatically merged inside the document.
CGU, an insurance company, estimate they save 0.5 million dollars per year by the efficiency gains introduced by Xpertdoc. http://www.youtube.com/watch?v=xbqWiFt5dUA&feature=channel&list=UL.
First of all, you should use the technique mentioned before for the document creation based on content type.
As for auto-filling the property fields, I suggest you check out this post that explains how to auto-fill properties when document is added.
You can also opt for a commercial solution such as Harmon.ie for SharePoint to retrieve your templates. They have a free version, if I'm not mistaken.