I have a SharePoint document library I am working on. It has a list of document sets. Each document set has a few fields that are marked as "Shared" so that they can be inherited by the documents inside.
When I upload a document inside a form opens and all the fields on the form are pre-filled with the shared values of the corresponding columns. But when I use create document from template, it opens the template in the corresponding Office application but the document property fields are empty and not read-only which is against the requirements of this project. I require them to be synced and filled exactly like when a document is uploaded.
There is one thing though. The user can fill any value he wants in those fields and they will still be saved a synced copy from parent in the library discarding what the user filled in, which is good, but why not show those values up in the document in the first place?
Anyone has experience in handling this please help. I have searched a lot on the internet but either my keywords are wrong or no one has had this problem before.
SharePoint version: 2010 Server
Office version: 2010 Professional
It sounds like you need a simple event reciever, which fire on itemadded. It would then go back up the tree to find the document set. Capture which properties are marked as shared. Adjust the item that is being added to force the values.
Probably 8 lines of code
Related
When uploading a new document to the library, its a two step process. the document is considered "posted" as soon as step 1 is complete, but at that point in time none of the required fields has been uploaded yet, resulting in blank items showing.
Is there any way to stop upload document without filling required fields?
Thanks,
There are 2 things you can do here: simple and more advanced.
Simple step is to make your fields "Required". After file has beed uploaded the form will pop up and user will have to fill out fields. Although this will not remove the file uploaded, but it will alert user to fill the fields.
Advanced way is to create event receiver or workflow which would actually remove the file after some period if required fields are not filled out. Workflow option could be easier to create and you can do that in Sharepoint Designer
I am developing a database on Lotus Designer 8.5 environment with LotusScript and LotusFormula.
Is there any possibilities on get a list of recently opened documents (for example last five) in a Lotus Notes database ? My purpose is to provide an embedded view showing the recent documents opened by current user on the current database, which will act like some kind of history view.
Please advise
Use a folder categorized by username. Add the current document in PostOpen event to folder with document.PutInFolder(folderName) and remove the oldest document from folder with document.RemoveFromFolder(folderName)
This way you don't need to edit the documents and can show the last visited documents for a user in an embedded view.
As an alternative you can use user specific folders with option "Shared, private on first use".
I have that functionality in one of my databases.
I just added some code in the QueryOpen event of the form to store the UNID of the document in a profile document linked to the specific user. The values are stored in a multi value field, and my code removes the oldest entry when the number of entries I want to store is exceeded.
The user can actually set that number themselves in teh applications settings, 5 is default but they can make it more or less.
I built a class for this, makes it very easy to modify later, and to implement it in different forms, for different document types.
I then built a method to expose the last documents to the user, using a dropdown box as you can see below. Since you only wwant/need the five (or perhas ten) last documents, no need to use a view.
Very new to Lotus designer.
I am trying to create a simple form with a field which is updated from time with additional information. I want the admin user to be able to update this information on the same form interface as the user viewing the information.
It appears I do not really understand how to get the form to display information entered into it previously.
I did Ctrl+shift view of the database and saw all the previous entries but I can not seem to get the form to display these information as well as allow me to append to them.
Kindly help.
Thanks.
Have a look at the online Domino Designer help - for instance the sections on designing forms:
http://publib.boulder.ibm.com/infocenter/domhelp/v8r0/topic/com.ibm.designer.domino.main.doc/H_ABOUT__FORMS.html
A form is used to create a new document or to edit an existing document. Since you say that you can see the previous entries, you must be creating a new document for each entry.
If you want to see and modify the contents of an existing document, you have to navigate to the document and open it for edit.
If you want the user to see a list of all the previous documents while he is creating a new one, you can add an embedded view to the form and use that to display data from the previous documents.
If you want all the information to be in a single document, then you need to stop creating new documents and just select the exiting document, open it for edit, make your changes, and re-save the document.
In Sharepoint MOSS multiple users can edit the same item in a sharepoint list at the same time…the first person to save their edit “wins”.
Is there a way to prevent this, to lock the list item while it is being edited?
NB: This refers to a custom list -Not a document in a document library
Not possible - checkin/checkout is only supported for list items with an associated SPFile object (images, pages, documents - essentially everything that derives from SPDocumentLibrary)
-Oisin
There are a few ways to do that, all custom. As Oisin said on his post the native check-in/check-out engine needs a file associated.
Ideas:
Javascript
Modified EditForm.aspx file, embedded in a List Template, XmlHttpRequest checks for a "Checked-out Items List" repository, expires/remove the check after 10-20 minutes of inactivity from the user currently editing the file.
.NET
Event Handlers: I have not checked but the ItemUpdating Event Type could stop you from updating it if the Modified date changed since you opened the item, saying the item was modified while being edited and need to be updated (cloning the behavior of aspx/publishing pages in SharePoint)
Infopath
I noticed you said you dont have the enterprise version, still your users could have the InfoPath client on their machines and fill the form locally.
Now lets start the fun :)
Empty Document Template
You can hack your way to create a super "Add Item" button that uploads/creates a new Document Library Item with an empty document (.txt) and redirect the user directly to the Edit Properties form. I did this when I replaced the "Change Image" in the My Sites profile with a Document Library.
Word Document
Word 2007 can create documents similar to forms where the user can only fill the exact fields you want, so can excel (Infopath was created because users were using these programs for forms).
I'm developing a customized document library in the SharePoint 2007 environment. What I'm doing is creating a content type with multiple columns of information related to the document. Users will use this content type to upload new documents rather than the standard new document functionality. One of my columns in this content type is proving to be more difficult than I can handle.
The column is essentially supposed to be a sort of 'related documents' column, where it offers the user the option to select another document that is related to this document. So I thought I'll create a lookup column that displays the titles of all other documents in the library and allows the user to choose one. Simple enough, but I need much more functionality than this...and here is where I need help.
I need the related document column to actually link to the related document, not just display the title...not in edit mode while a user is adding a document, just in the standard document library view after the document has been added.
I also need the link to include a url variable that is stored in another column named 'Document Number'.
I assume this will require custom coding which is fine. Please not that I can't use SharePoint Designer. I use Visual Studio and code must be C#. This will be packaged and released as a feature.
Can anyone help me acheive this? Example code, suggestions, etc...? Thanks!
I would suggest using a multi-column field as your base value type - this article on MSDN should get you started. For rendering the field in document library views, you will need to use a rendering pattern. Conveniently, MSDN has an example of a multi-column RenderPattern.