If I have a list containing NAME and EMAIL of approximately 10 rows, is there a workflow work-around allowing me to send an email to all recipients of the “selected view” of the list? The scenario involves simply browsing the list, opening a link (or clicking a button) that launches a new message in Outlook. If the above is possible, can I customize the (a) message body with a stored template, (b) carbon copy recipients and (c) message subject? Have any workarounds to accomplish this? Trying to do so without any extensions to SP with Visual Studio. Any links, tips, tricks to accomplishing this?
I intentionally created an SP site with external sharing enabled because I wanted any child sites beneath it to be externally accessible. I want to do so, however, without external users accessing the parent. Is this possible?
I’m exploring opportunity #2 above because I’d like teachers to collect documents from a “shared” read-only folder yet be permitted to create a personal (i.e. team) folder that is writable. In doing so, I’d like the modified document in their personal folder to be (a) numerically rated and (b) freely tagged with meta attributes. Thinking here is that team members can search for docs that are associated with the freely created meta data. Question is, is there a way to propagate all the meta data generated so that users can select/enter it in their subsequent searches?
Thanks
I'll only answer to your 1 (because I don't understand the 2, and the 3 seems too complex to help on a forum like that).
A workflow looks at only one row/item, so you cannot do what you want in that way. At my work I don't have access to the backend programming (C#) so I'm doing everything with JavaScript. In your case you could use JavaScript in this scenario :
The user goes to a page and click on a button
A JavaScript code is triggered and gets all the data from the list
The JavaScript code creates a new item into a special list with the collected data
There is a workflow tied to this special list that sends an email based on the different fields
The last step of the workflow is to delete the item from the special list
In this scenario you can use templates for the body, and do all the things you want.
To use JavaScript with Sharepoint you can look at my framework that is called SharepointPlus or at the popular SPServices.
Related
Good day to you. I am newbie in SharePoint 2013 so please bear with me. I have created around 15 lists in my website each containing same columns but different data (they differ semantically).
I am aware that we can change the default view, edit and display form for each list by creating new form in SharePoint Designer 2013. This seems like a very bad approach as far as the maintenance is concerned. I know my lists are exactly the same so why do I have to create same 15 display forms for each of the lists?
Is there a way to create one custom Display form (may be in a central location, i don't know i am just thinking :P ) for all the lists? Is there a way to tell a list to use a specific display form? Any help will be highly appreciated. Thanks.
If i understand your question correctly, you have 15 lists with same set of columns. You want to change the display/look of the form. All 15 lists should have same look and feel right!! If yes, then why don't you try with some html, javascript solution. Since you are in sharepoint 2013, javascript support for solutions is very good like rest queries. You can use SPServices also.
If you want to to add data to the list whenever you click on the "New Item" link in the list then hijack this link such that it should navigate to your custom form. Pass your list name as query parameter. Whenever user is saving the form, get the list name from the query parameter and save the data to that list.
There could be another ways also to achieve the solution with html and javascript.
Useful links:
Microsoft, Microsoft, SPServices
Sam I think you can create a custom content type and create custom display form for your content type. Enable the content type in each of your lists so automatically this customized form would be available.
The advantage of this approach is that suppose if you need one more list after some time you can just add this content type and your form would be available into the new list as well.
The approach is explained in the link below.
http://blogs.msdn.com/b/varun_malhotra/archive/2009/06/06/define-custom-new-edit-display-forms-for-content-types.aspx
Check this one also
https://joshmccarty.com/2011/02/sharepoint-custom-list-with-custom-content-types-and-custom-display-forms/
Just wanted to write the solution which I implemented as it might help others as well. (Thanks Hiren and Mihir for your valuable inputs)
I had 15 lists and I was showing the data to the user using content search web part with custom display template. All of the lists were using the same display template so I made a new page just to show the item details. In the display template I pointed the item URL (i hijacked the list name and the current item id) to my new page and displayed the item. Let me know if anyone is interested in the whole solution or further elaboration is required.
Clearly I need to edit my question.
If I'd like to create a process, a process for registering and handlig some kind of event inside an organisation, where you first register this event, by giving it a title, and some other properties (date, description etc), then this event should be handled in some ways, this will be done in several steps in order to resolve this event. What would be the best way to do this? I'm not looking for an answer in code, just a keyword for what this could be called, or a guide/tutorial, or a link to something similar.
All help is appriciated, if u don't understand my question please tell me, and I will try to elaborate.
Since you tagged this SharePoint, I assume you have a SharePoint site set up already. On that site, you want to create a list (either a calendar list or a custom list; try both and see which option has more columns you'll use, then add/remove columns until you're capturing all the data you need). Then you want to create a workflow (or workflows) that run on items created in that list. Workflows created in SharePoint Designer can do everything you're asking, from sending automatic emails to changing fields in your items. Googling "SharePoint workflows" will start you down the road to developing your solution.
I have a document library set up with multiple different categories of document, and I'm using a metadata column to differentiate between them.
I want to be able to display two different document library web part on a page for different categories of file side by side. This is simple for one category, I just set up a list view filtered by the metadata column, but when I add a second web part alongside the first, it breaks the first one.
I have no idea why this is happening, but it seems like SharePoint isn't happy with pulling two sets of data from the same document library.
When I am editing the web parts, I can get them to both display the documents I want, but then when I click save, the first web part empties.
Not sure what other information would be useful for diagnosing or helping with the problem, so if I haven't given enough detail let me know. I am familiar with SPD as well as developing through the web interface, so if this needs a more complex solution that's fine with me!
Having spent some more time playing around with this, it struck me that I could probably achieve what I wanted using something other than a Document web part, and I was right.
Instead of using the somewhat inflexible document web part, I created a content query web part which only searched within the document library from my site, and filtered by the metadata column.
This way I can create as many queries as I like and they don't interact with each other in weird ways. It also has the advantage of being significantly easier to customise the output without needing to resort to SharePoint Designer.
Content Queries are the answer!
I am trying to split out what I originally wanted in a single form. The downside was that I wanted to keep multiple lists and I found that I could not use a single form with multiple lists.
What I am trying to do is to keep my customer information in a separate list/form so I can re-use it in a different application as well.
What I would like to do is give a picker to pick the customer from a list, and if the customer is not listed to allow the creation of a new one.
What I am wondering is how I can leave the main form, create the new customer, and then return to the main form but with the new customer information passed to the new form as selected. In ASP.NET one of the ways I would do this is through the querystring, but I am not sure if that is doable or preferred in Sharepoint.
Any thoughts or links to tutorials would be great.
Please keep in mind that due to access/security limitations I am trying to do this strictly through the browser and Sharepoint Designer.
Thanks!
With your access limitations, I don't see a solution that will allow the refresh of the original form to get the new data. You may be able to hack in some JQuery stuff to do this, but I just don't see it being an easy/value-for-time thing to do.
You may just have to allow the form user to save the form without customer info and come back to it.
A list view can then highlight forms with no customer info. This all depends on the usage scenario.
You can use the Source query string parameter to get you back to the original form after completing the new customer form. However, unless you add some code (either javascript or server side) you won't get the id of the new customer.
The best option is probably using jquery and the sharepoint web services. It's quite easy if you start with the right scripts, and you can do something like your original plan - make a simple form in a jquery ui popup.
You can also use javascript to manage linking between multiple forms, but you need to be careful about clearing out already entered form data.
Another option would be to edit dispform.aspx and add dataviews for other lists, along with appropriate add buttons, and add javascript to the new customer form that sets the value of a connecting lookup field. However, that tends to require quite a bit of messing about with list guids and other undocumented bits.
I need to create a calendar which will join together data from a number of separate sharepoint team calendars (it's so that the press office in my organisation can see what's happening in each department side-by-side on the same page - what they would like is something like the ui for a shared google calendar).
I have discovered that I can create a linked source in Sharepoint which combines the various calendars and will provide xml output of the data I need. So what I would like now is an example of how to consume some xml and create the standard day/week/month views in a read-only calendar to my users.
What I have discovered is the following:
You can't attach a listviewwebpart - they use caml instead of xslt - they can't consume xml data. They use the object model to consume the list that it belongs to.
No source code for that web part. It's locked in a dll.
The dataformwebpart can consume any xml data source.
Some listviewwebparts can be changed to dataformwebparts but not the calendar.
Is there an example of an xslt calendar which can consume some xml and create the standard day/week/month views to get me going?
This is a common request, and not very easy with the standard web parts. You could try Ton Stegeman's Content by Type web part which I think allows you to roll up list items into a calendar, or alternatively take a look at (commercial) list rollup and calendar+ webparts from Bamboo Solutions.
http://www.ideseg.com/SharePointXSLToRenderCalendarsWithCsegRollUp.aspx
From Carlos Segura Blog, excelent way to do the Calendar Join.
It is very common now to expect you can add another calendar as a 'layer' along with an existing one. E.g. that is what we do in Google calendar, in outlook, on android. I believe this is how it is intended, and it ends the quest for sync tools, query questions, data webparts.
The same thing can be done in OOTB Sharepoint; see link below where they seem to have found the right answer. It is very easy to load an additional calendar once you vreated a calendar view.
http://weblogs.asp.net/sharadkumar/archive/2010/03/12/aggregate-sharepoint-event-items-into-your-calendar-view-using-calendar-overlay.aspx