I am creating a form in CRM 2011 that asks a user to accept a Terms of Service agreement, and I would like to place a external link to that document within the form.
I have read about creating a navigation link along the left hand side of the form, but I believe it would be more legible to the user to display the link adjacent to the "Accept Agreement" field in the form. Is this possible?
You need to create an HTML Web Resource.
Create an html document (for example term.htm) with inside the link, (you can customize the aspect with CSS)
Stack Overflow FAQ
Now create a Web Resource inside CRM containing the html code and add to the form.
After the Web Resource is added to the form, inside the properties you can change the formatting style (for example to occupy 1 row and 1 column without scrolling and no border)
In this way you have one link inside the form using supported customizations.
I can see two ways of doing this:
Add a field to contain the hyperlink (if create a hyperlink field) it will behave correctly. Then just set the value using JavaScript to be the correct URL. However this means saving it to the database and if the URL ever changes then you have to update all those records.
Add a very small html web resource with the URL in and stick that on the form.
Related
I am building a liferay theme, which has two columns side by side. The right column is where the web contents will be displayed.
My implementation aims to build a menu (left column) that gets the titles from the web content titles and builds hierarchy (parent, child) based on a 'select' structure field that I added to each web content.
So far I was able to build this system using
Liferay.Service('/journalarticle/get-articles'...)
and some javascript coding.
Now the 'select' fields i use in my structure have predefined hard coded options.
How can i populate dynamically this option list so that whoever is managing content will automatically have all titles from all web contents available to choose a 'parent' from? So far a developer has to update this option list each time there is a new web content added.
#chadct : AFAIK Liferay not provide this default functionality, this is not good practice to populate dynamically value in structure field. But you wanted to achieve that functionality, then there are 4 solution :
Add one text field in structure which contains articleId of your parent web content.
You can add related article for that web content and write some sort of code to get article which consider as a parent of that web content.
Create Select DOM options form template which hold the list of article according to groupId and render on web content view mode, then you can select parent content from there and update content expando with articleId of parent webcontent. Remember this contains AJAX post request. and only show that control who is admin or loggedin user or depends on Role. Refer AJAX post calling
Hook edit_structure.jsp and add your logic here as you want.
Note : last one is worst but also a solution, Remember you need to modify your current solution.
I am trying to create a Page Layout, that should have a lookup field. Lookup field should always get populated with a list's items.
This list will exist in all subsites, so whereever I create this page, list should get populated with listitems from current site.
I tried using site column lookup field, but it always point to list under top site and not the current site.
Any suggestion on how to make it work or better alternative? Thanks!
Let me know if I can provide more info.
The most straightforward solution I can think of is using a cross site lookup column and creating a seperate fields for each subsite. However, you will need to create and use different Page Layouts for each subsite.
You can use http://sp2010filteredlookup.codeplex.com/ for cross site lookups.
Solution 1 - Use http://sp2010filteredlookup.codeplex.com/
Use filtered lookup solution. So let's say you have your custom Page Layout and custom Page Content Type.
Every time you create new subsite, you should remember go to Pages list settings and edit Page Content Type by adding cross site lookup (with the same field "internal name").
So you still have one Page Layout (and one Content Type). But for each Pages library instance, Content Type contains diff fields (but with the same Internal Name). It will allow you run CAML queries and other things needed without any problems.
Solution 2 - develop custom sharepoint field type.
In edit mode, control will render "dropdown list" and populate data from list instance that is on current subsite. In the field settings you can have relative list url.
Solution 3 - hidden text field / js snippet solution
Page Content Type can contain hidden text field (it can contains selected field value in json format for example). Develop js snippet that will handle all the logic (rendering in edit/view mode, saving etc) and put it on Page Layout (aspx).
I would suggest to use solution #1 or #2.
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 have a page layout in a solution I have deployed. The page layout also has a custom content type associated.
I wish to update this page layout and content type, but only for a specific place on the site. The reason is that for important "operation updates" we want the ability to send out SMS's to subscribed users (a built-in feature of Sharepoint for lists) as well as e-mail them.
The way this works is that I wish to add a boolean field that decides whether SMS's are send or not, and a field to put in e-mail adresses you want notified of the message.
My approach so far has been:
Create an event receiver that checks whether the fields are selected / filled out and do the actual sending.
Alter the layout page with the 2 new fields.
Alter the content type with the 2 new fields.
However, I am afraid of the complications for the rest of the site. For now, future uses of the page layout is not a concern, just the existing uses.
I know that updating a content type through XML definitions does not happen automatically, so on that side I'm safe, but how do I keep the layout page "contained" to the specific page in question?
EDIT: How do I show the two fields only when editing the page, not when showing it? Currently, my development site shows the edit form just right, but when I go to show the page it shows "yes" where boolean field is located and any e-mail adresses entered where the e-mail field.
Are you sure the page layout is associated with the content type, and that it's not a page that is associated with the content type?
If you want fields to be automatically added, you can:
Create a custom rendering template
that is used by the New/Edit/Display
forms for your list
(http://weblogs.asp.net/sharadkumar/archive/2008/07/07/how-to-customize-rendering-of-sharepoint-list-form-fields-part-1.aspx)
Create a custom ListFieldIterator (or use the default one)
that will automatically pick up new
fields in your content type
(http://msdn.microsoft.com/en-us/library/aa543922.aspx)
Use code in a DLL to iterate through
your content type's fields and thus
create the necessary controls for
your page all in code. If you use
FieldControls
(http://msdn.microsoft.com/en-us/library/dd571480.aspx),
it will automatically create the
default template rendering for the
field (i.e., it will display radio
buttons, drop down boxes, etc., as
defined by the fields in the content
type).
In your EDIT, when you say 'when editing the page', I'm assuming you mean 'when viewing the edit page for the list', and not 'when editing the page definition in Sharepoint Designer'.
Assuming that assumption is accurate, you can have the edit page for the list show something completely different from the view page for the list (and from the new page for the list). The pages are, by default, defined completely separately, and are edited completely separately. However, if you are using something (such as the ListFieldIterator) that automatically picks up the list of fields for the content type, you can create a custom Field Control for the fields you want to hide and have the view template for the field control set to display nothing.
I have a list with the fields: Title, Client, Project, Description.
There is a view for analysts with the fields visible: Title, Project, Description.
All is fine so far as the analysts work with their views and not with the lists. But when they need to modify the records clicking on Edit, they see and able to modify the 'Client' field too.
How to prevent 'Client' field to be available for editing by the group? is there a way in WSS or I need to look for 3rd party list components?
All fields have a set of properties that determine their visibility in forms, such as "ShowInNewForm", "ShowInEditForm", and "ShowInDisplayForm". There's also some for the file dialog, the list settings page, and a few other places, but that's getting past it. Short answer, yes, you can make the field not show up in the edit form with WSS without needing any 3rd party components.
If you need a field that cannot be seen in the Edit Form by anyone (that is, no one should be able to have it in their form), then you need to modify "ShowInEditForm" to be true. This can't be modified directly through the SharePoint UI, but it is extremely simple using the object model.
If you need certain people to edit it at some point through the SharePoint UI, then you'll instead have to create a custom edit form. That's a bit more complex, so I'll hold off on providing that instruction unless you state you need to go down that route (or someone else passes by this answer and requests it). Nevertheless, it is fully possible with WSS 3.0.
EDIT
If you know already know how to insert inline C# code into an ASPX page, you can perform this very simply using SharePoint Designer. First, follow the instructions from this article, especially make sure you don't delete the default list form web part. Now, in the custom list form you added, make it include every field which anyone will be capable of editing. The last step is to make the form hide those fields for certain people. Let's default them to Visible=false, and flip this switch if the user is allowed them. You can do this either by checking if the current user is part of specified groups, or by checking if the user has a certain permission level only held by people of those groups. You'll basically write some code like the following, I'll use checking for a specified group as the example.
using (SPWeb web = this.Web)
{
SPUser currUser = web.CurrentUser;
string[] listOfGroups = { "Group1Name", "Group2Name", "Group3Name" };
foreach (string groupName in listOfGroups)
{
if (currUser.Groups.Contains(groupName))
{
//Repeat this for each Control, refer to them by their ID. For example, this is for a control with the ID txtTitle.
txtTitle.Visible = true;
}
}
}
If you don't know inline code, you'll have to write a custom ASPX page with a code-behind. Copy EditForm.aspx into a new file - you should do this after setting up a Custom List Form as per the article. You could also build a new ASPX page from scratch, but make sure you include all of the necessary Content placeholders for SharePoint pages. Now, the page currently inherits from Microsoft.SharePoint.WebPartPages.WebPartPage. We need to create custom code that inherits from that class, and change the page to inherit that new custom code instead. In the custom code, override one of the OnLoad or OnInit methods, and include your check for the user's permissions there as detailed earlier. Compile the code, deploy it to your SharePoint server, and it should be functional.
If you want to set fields hidden or display them in new form or edit form page of the list...
Go to the list settings.
In Advanced Settings, enable "Allow management of content types"
By doing so, you will get a List name Link on the List Setting Page.
Open the link and select the fields that you want to hide or uhide using add or remove option.
After saving this, again disable "Allow management of content types" in Advanced Setting...
Thats it :)))