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.
Related
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.
Throughout my SharePoint site, I have several document repositories that are tied to primary keys from an external database. I have added custom columns in the document library metadata fields so that we will know which SharePoint documents correspond with which table entries. As a requirement, we need to have document uploads that have these fields automatically populated. For instance, I'd like to have the following url:
./Upload.aspx?ClassID=2&SystemID=63
So that when you upload any documents to this library, it automatically adds the ClassID and SystemID values to the corresponding ClassID and SystemID columns outlined in the SharePoint document library fields.
Is there any quick or easy way to do this, or will I have to completely rewrite the Upload.aspx script from scratch?
I think the only way to go is to create your own Upload.aspx page. Read more here.
Unfortunately, it looks like going custom is the only option for now. Here are some tips on how to code the submission page.
There is a corresponding entry that describes how to add a document to a document library here:
How do you upload a file to a document library in sharepoint?
Likewise, once you have a document library file handler, you can alter its metadata column values using this method:
http://www.davehunter.co.uk/Blog/Lists/Posts/Post.aspx?List=f0e16a1a-6fa9-4130-bcab-baeb97ccc4ff&ID=109
Essentially it's just
SPFile.Item["ColumnName"] = "Value";
As a feed from external system we get a Catalog items (They are product info) as part of feed once a day. We need to take this feed and store in Sharepoint. Following are things we want to achive with this.
Need to search those items and show as part of standard search resutls.
There will be Insert (New Items) , updates and deletes to the items. In addtion to that catalog item will have metadata associated with it.
We would not be modifing any of that data in our system. it is just the display only.
I would like to know from the group what is the best way to store this in sharepoint and search on them.
I would agree with the suggestion of a timer job to do a perhaps nightly batch import and update of the sharepoint catalog. The catalog would be stored in a sharepoint list using a content type (set of fields) that you specify which will hold all the product related data for the catalog.
The BDC may well be your answer if it's compatible with the type of data you want to display and would be the easier cleaner option. However if it doesn't meet all your requirements, the above solution would be the most flexible route.
Give BDC (Business Data Catalog) a try. MOSS required.
If you don't have MOSS Enterprise, creating your own TimerJob that imports the Catalog info from this once a day into a list is also an option.
We have set up a SharePoint meeting workspace (using WSS 3.0) for our weekly team meeting. As part of our process we will enter tasks and assign them to individuals during the meeting.
Unfortunately the task lists are specific to a particular meeting. We are looking for a way to roll up all of the task generated during our weekly meeting into a unified view. Is there a way to create a view using CAML that will do that?
I know we could use a separate task list outside of the meeting workspace, but then we'd loose the meeting context the task was generated in.
A WSS 3.0 solution would be preferred!
If all it is is one list in recurring meeting, then you can press Actions -> Show List Items From All Meetings (something like that).
If you want to aggregate multiple meetings and/or lists ->
For MOSS, you could use Content Query
Web Part, but you would have to do
some formatting and other stuff to
have it display it more like a
list-view. Artricle on how-to
here.
You may use SPDataSource and Rollups
with the Data View
Programmatically, for MOSS and WSS,
you could use SPGridView object for
SPSiteDataQuery query results.
SPSiteDataQuery (examples) can
query all list items based on list
template.
There is also an option to do Linked
Source in SharePoint Designer, but I
would not recommend that as it is not
dynamic (well, you have to type list
urls manually every time you add new
list somwhere). If someone is
interested see here.
For a regular SPQuery on recurring meetings, you have to set SPQuery.MeetingInstanceId to SPMeeting.SpecialInstance or other value to either query a specific meeting or all meeting items.
A customer of ours has an Access 2007 application with a form for creating tasks for upload to a Sharepoint Task List. The user fills in the form (title, status, priority, start date, due date). The user then places check marks next to the sharepoint user names that this task must be assigned to (one task per sp user selected). This data is aggregeated into a TaskQueue table and the tasks are added to the Sharepoint list successfully (through a linked list - i think). The problem is that we need to include zero or more attachments for each task item. Is there a way to do this through a macro, VBA, or some other built in functionality that I haven't learned about yet?
My initial idea was to use a C# windows service that monitors this taskqueue table then uses the Lists.asmx Shareopint web service and the AddAttachment method when given the List item ID and NTFS path to the attached file to add the attachments to the task list item in Sharepoint.
After playing around with Access and setting up a linked table to a Task List in Sharepoint, I found that you can add attachments through the Access 2007 datasheet view. The problem is that you can only select one user or SP group in the Assigned TO field. They have a lot of repetitive tasks to assign to a bunch of separate people.. That's why they developed this form. If anyone has an idea on how to solve this issue please let me know. Also does anyone know of any good Access 2007/Sharepoint integration resources?
Thanks in advance!
have the attachments upload as part of the Access form.
load attachments into a Document Library
Check off users like they are currently being done
Add hyperlinks to the attachments uploaded in step 2 to the Description (rich text) field. (maybe done automatically in steps 1-2)
Leave TaskQueue table alone.
This way, 0..n documents can be included. The task list just stores structured data, and the documents are stored in a document library once, and you don't have runaway growth when attaching 1 document to 5 different tasks (resulting in 5 copies of the document).