So basically I am making a Jail Management System. The first part is where an inmate is booked and that session has 5 screens namely:
Booking Screen 1
Booking Screen 2
Booking Screen 3
Medical
Property
Commissary
I have created entities and forms for all of them. I want the functionality where i can move from the first booking screen to the rest by using like a "Next" button like we usually have in online forms over the internet. Can i achieve this?
or is there some way where I don't have to go to every entity and create a New record manually?
Regards
Depending on the number of fields you could use 5 tabs instead of pages. The last field of every tab could hold a javascript that opens the next tab and close the previous tab.
You can achieve this by creating a Dialog which will pass the values to Custom workflow activity(Written in c#). I have recently created a dialog for user registration.
Have a look at these link:
Link 2
Link 1
Link 3
Link 4
As Scorpion suggestion, you can use dialog if all of input fields were in the same entity. If you want to use the Wizard to collection fields which were held in different entities. Then you can make a custom web page(e.g. ASP.NET) to handle it.
Related
Here's what I'd like to do but not sure how to. I have a form that's like a typical doctor/school form, where the form has 2 sections: [1] Section 1 at the top is for user (with standard fields like First Name, Last Name etc.), and [2] Section 2 at the bottom is for Admin/Office use only (with fields like Reviewed by, Approved/Not Approved etc.)
what I was able to do is to process Section 1 where I got ALL users' submission and display all their data on a webpage using a RepeaterWithCustomQuery. That's pretty basic. But in order to do what described above, I guess that I'll need to pull the submitted data and populate them back to Section 1 of the form (maybe as readonly data at this time) and then the Office/Admin staff can fill in Section 2.
I hope I made sense and hope that someone can point me to the right direction. I only use Portal Engine, no access to file system or backend.
I think I understand your issue you want to have some sort of an editor for biz form data. Similar to what you have in the admin. And the problem is that you don't have access to backend. :( Such thing is available for custom table data (there is web part), but not for biz form data. There is no ready to use web part. Here is old topic on that https://devnet.kentico.com/questions/how-to-edit-the-information-of-a-record-using-the-bizform-layout.
you want to have something like the admin page for editing form records:
/CMSModules/BizForms/Tools/BizForm_Edit_EditRecord.aspx?formID=7&formRecordID=1
but customized :(. I'd say without back end access the only options I see:
Create a new role "Biz Form Editor" (or use existing) that has rights only to edit biz
form data. So all your people who do "validation" part must have a
Kentico account with role "Biz Form Editor".
Add link above to your repeater with appropriate record id.
P.S. There are special code names for alternative forms (https://docs.kentico.com/k8/configuring-kentico/creating-alternative-forms/code-names-of-automatically-used-alternative-forms). If you create an alternative form with special name update the system will automatically load it when you edit the record.
Not sure that I understood correctly your question. But what you need is to use alternative forms. So the idea is that one form is for "registration" and the 2nd one for "validation".
So in your registration form you show only firstName, lastName etc and you don't show "validation" fields. In the validation form you show firstName, lastname etc as label and show textboxes for validation fields.
I need to create a library for meeting minutes and agendas exactly like
So basically I need a library that organizes meeting minutes and agendas by fiscal year, then Team name.
Any help pointing me in the right direction would be appreciated.
The web part is called a List View Web part.
To create one, first create a document library and add the relevant columns by which you want to organize the documents. Optionally, you can then create a view (or modify an existing view) in the library to display the documents grouped by the desired columns.
Once the library has been created, you can show it on any page by adding its list view web part to that page.
Every view that you create in the library automatically gets its own page with the appropriate list view web part already added.
I need to display account notes across all opportunities. typically a MSCRM creates a blank Notes section for each new Opportunity you create inside a account, but I need to display a running Account dialog of conversations to review in one continues notepad (means display all notes).
Can anyone tell me how I can display all notes in the opportunity form?
Is this possible without coding (or in fact, with coding!)
Thanks in advance,
SD
Well you can do this a few different ways.
1) The easiest way is to add an IFRAME and then point to the applicable Account notes container. You'd have to set the "id" attribute based on the account. Here's what your IFRAME url will look like:
/_controls/notes/notesdata.aspx?EnableInlineEdit=true&EnableInsert=true&id=%7bEF88BCAA-C3EB-E111-B142-78E7D162EE67%7d&ParentEntity=1
2) If you are only wanting to display the notes and not allow for a user to edit them (read-only), then you'll need to use fetch to query the annotations where the related id equals the account.
Just to be clear the on requirement here.
I believe you are saying: Each Account has multiple Opportunities, each Opportunity has many Notes. On the Account you want to show all the Notes for all the Opportunities.
I don't think you can achieve this with out of the box functionaility, I would suggest creating an SSRS report and iFrame'ing it in.
In my SharePoint List, I have an "Employee" column that is a User type field. I would like to add some custom Business Logic to the processing of this field.
Currently, when the user adds a row, I check to see if the user is an Employee or a Manager and then change the behavior on this column accordingly. I do this by statically rendering the field in my custom "ListForm Rendering Template", just before my custom ListFieldIterator. I simply use a standard SharePoint FormField (and FormLabel) control. In the markup of the FormField control, I specify the FieldName (Employee) and an event handler for the Load event. In this Load event, I will check to see if the current user is an Employee or Manager (using two different SharePoint groups). If the user is an Employee I set the value of the field to the current user (this part works perfectly). I also want to change the field so it can't be modified. I thought I might be able to just change the ControlMode on the field (in the code of the OnLoad Event Handler) to Display, but for some reason this has no effect. The field still renders with the full, people picker editor. Am I not changing the fields control mode soon enough? Or is this simply not the correct approach? The other logic I want to put in is if the user is a Manager, I would like to allow that user to select the person from a list (SharePoint group) of Employees. It may be easier to just use the people picker and limit the selectable users to that group. (I think I can do this with the SelectionGroup property.) Although, it would be better if I could just provide a dropdownlist of users, which I could possibly do with a hidden dropdownlist that I would show and event handlers that I could use (handle event selectedindexchanged) to pull the value selected and populate the (now hidden) Employee (user) field. Does this approach make sense? Assuming all that will work, the real difficulty I am having is with changing the ControlMode (rendering) on the field (when the user is an employee) to a label or some kind of read only control, which is how that field renders when viewing the row, which is why I think if I can just trick the control into thinking it is in Display mode then it should work perfectly!
I am still learning SharePoint, but I am very proficient in ASP .Net. This is why I would like to keep my customizations in this Custom Rendering Template, using code behind and leverage my existing skill set as much as properly.
Any thoughts, opinions or advice? Does anyone know why I can't get the column to switch the "Control Mode"?
I do not think that I fully understand your scenario. Some code samples could help.
But anyway it sounds like you want some heavy customizations of the user field. In that case you might want to have a look at creating a custom field with all its advantages and disadvantages. Have a look at MSDN: http://msdn.microsoft.com/en-us/library/gg132914.aspx
Another option might be - in case you do not want to re-use this column in many list definitions - that you can get away with your custom rendering template and create a custom create/edit form where you implement the specific edit behaviour for the field (plain ASP.NET with some SharePoint controls). Here is a nice walk-through on how to grab a custom edit form from SharePoint designer: http://community.bamboosolutions.com/blogs/sharepoint-2010/archive/2011/05/12/sharepoint-2010-cookbook-how-to-create-a-customized-list-edit-form-for-development-in-visual-studio-2010.aspx
I hope this helps. Kr., Bernd.
I need to create a new Proccess with Dialog (new Feature in Crm 5.0) which calls a CRM Query, returns a list of Customers, and after selecting the customers we want to use, I call a plugin which then prints the invoices for the Selected Customers. The plugin is programmed and working and also the dialog is created and the entire solution is working perfectly. But only for one Customer :(.
And this is the Issue. When you create a CRM Query in Online Crm 2011, you get 4 options as Response Type:
1.Single Line ( Text Box),
2.List of Options ( Radio Buttons), where only one can be selected,
3.Picklist (DropDown), where also only one item can be selected and
4.Multiline ( Multiline TextBox)
And in my case none of these is not working, because I cannot select more Customers from these Response Types. It works only for one Customer :(
How to solve this issue? What are the options here, maybe a custom User Interface for the Dialog, or what?
What I need is a List of Checkboxes with the Customer Name, and then I can select more then one Customer for the invoicing proccess.
Do I need to take another route in order to achieve this, or will the Dialogs do the job? Or can I create a Custom Response type which renders multiple selectable Checkboxes? If yes, then how can I create a Custom Response Type?
Any suggestion would be apreciated.
Thanks
I don't think the Dialog feature will do what you need (checkbox list selection). Another option would be to add a button on the ribbon, perhaps called Create Invoices, that launches a pop-up window (custom HTML web resource). This pop-up window could simply ask "Are you sure?" or it could even include some custom parameters for the Invoice generation. Upon confirmation, it would use some JavaScript to talk to the ODATA endpoint to update a flag on each of these Customer records that would fire your plugin.
This way, a user could browse to a list of Customers, use the built-in checkbox to check off as many as they like, then click the Create Invoices button.
If you are good with HTML and JavaScript, probably the hardest part of this will be learning how to add a new Ribbon button. It isn't the easiest to learn, but there are plenty of resources out there to help.