Is it possible to register a resource multiple times, perhaps under different namespaces or scopes?
What I'm trying to achieve: I have a resource called an "EventDate" -- EventDates can be of several types, say, a birthday party or a dinner party.
Right now I'm doing something very un-DRY ... I have BirthdayParty & DinnerParty both inheriting from EventDate, and I have two separate resources registered in ActiveAdmin. But both resource pages basically have the same functionality. So when I make changes to one, I have to make the identical changes to the other.
What I'd much prefer to do is use a single EventDate resource and split that into separate menu items -- one for BirthdayPartys (i.e. EventDate scoped so type = BirthdayParty) and one for DinnerPartys - and when I make changes to their index, show, etc., I only have to do it once.
Is this possible in the ActiveAdmin framework?
I think, you can try to use active admin scopes, like this:
ActiveAdmin.register EventDate do
# Create sections on the index screen
scope :all, :default => true
scope :dinner_party
scope :birthday_party
end
this will make tabs under the breadcrumbs and u'll be able to switch scopes and you won't need the child models in this way. will it work for you?
Related
I've been asked if the internal sales site i built can support multiple event calendars. What they would like is a calendar for each group and a global. So the global calendar will shows global and events from each group. The Group Calendars would only show their relevant events.
So i added folders to my Event node, and added some test pages. They show in the global event since it's path is ./%. Great.
For a group (Compliance), it's path is /events/compliance/%. This works, and the Compliance calendar only shows events in within the specified folder.
But.
Each event node's url is based on the global path so /event/compliance/event-1.aspx. This takes the user out of the group section and breaks the user flow. I'd like the group specific events to still apear with their URL stucture. So like this, /Our-Company/Compliance/Calendar-of-Events/event-1.aspx.
I could have the group specific events with their node, but then i loose all the vents on the global calendar. So is there a way for a single calendar to pull events from multiple locations within the tree?
You have a couple options:
Use linked pages. This would allow you to have a global location and simply have a "copy" in a different location (for navigation purposes really). Nice part is if update one of those linked pages, it updates them all so no worries about outdated content.
Categorize your events. Little more effort involved with this one but will work the same.
Set the WHERE statement to filter on the NodeAliasPath. You'd do something like this
Path = /%
Where = "NodeAliasPath LIKE '/GlobalEvents/%' OR NodeAliasPath LIKE '/Groups/Compliance/Events/%'"
3 is probably your best bet and if you want to make it more dynamic you can use macros in your where condition.
I agree with Brenden especially #2. #2 is going to give you the most flexibility and control over querying global items into multiple areas, but also gives you a single management location. We use that method on almost all of our projects and is both easy to manage but also easy to teach your content contributors how to use it the best.
The only other recommendation I would give is also include some kind of flag field where you can prioritize those items on a calendar list view. We often have a requirement that things do not only show up by date order, but also that certain calendar events take priority in sorting. Where you might not use that upfront, having that available down the road is some good forward thinking.
I have an entity with a member called 'mediaType', which tells me which of two other members to pull data from. When I'm building the form to create the entity, I have mediaType as a drop down and then two text fields for the other two members. What I want to do is force one or the other two fields to be required based on the mediaType selected (or neither, if the user select None. I'll handle hiding the fields with JS).
Since I'm manipulating the form after binding, I set up an EventSubscriber to listen on the PostBind event. My subscriber fires just fine, but I'm at a loss to figure out how to mark one of the fields as required. I can get the field, and I can check to see if it is required, but I just don't know how to make it required.
Is there a way to do this? Or is there a better way than using EventSubscriber?
You could use validations groups http://symfony.com/doc/current/book/forms.html#book-forms-validation-groups see "Groups based on Submitted Data"
I've created my own solution with a custom entity of type activity. I'd like to show a message whenever a new instance of it is created using an existing contact but not allow the user to create one, if only attempting to do that without going via contact.
Basically, my aim is that it won't be impossible to just create that activity (the form will be hidden directly at any attempt except for one way only). The user will have to go to contacts (or leads etc.) and in there add and create an instance of the custom activity entity. That way, I can assure that the field "regarding" will be filled out already.
I'm guessing that I need to detect somehow that the opening of the form is a creation attempt. How can I do that?
Also, as it is now, the user can't create a contact-less activity of the custom type because it doesn't appear on the menu with other activities. I must have disabled it somehow but I have no idea how. Anybody who has one?
You could do this a bunch of ways but the easiest would probably be to:
Make the regarding field read only.
Make the regarding field mandatory.
That way if a user opens a create new form they wont be able to set the regarding and because its mandatory they wont be able to save the record. When they open via an existing contact the regarding field will be mapped automatically. That said in this case just making it mandatory my be enough.
(As a side JavaScript can be used to identify the current form state, but I'm not sure how useful that is here).
In terms of where custom activities appear, by default mine show in a number of locations, for example:
CRM > Workplace > Activities > Ribbon > Other Activities > XXX.
CRM > Workplace > Activities > View Selector > XXX.
They don't show under the left hand navigation of the workplace because they are grouped under 'Activities'. I'm pretty sure these are all the default settings.
You can exercise greater control by editing the sitemap, where you can put pretty much anything, anywhere.
In addition to Mr Wood, I'd like to show you some code. It works as supposed to but I'm not sure if it's optimal.
var foo = function () {
var whatIsGoingOn = Xrm.Page.ui.getFormType();
if (whatIsGoingOn === 1)
alert("Let there be an entity!");
else
alert("Not a creation...");
}
The other states' (deletion, update etc.) numeric values are listed here.
Answering the second part of your question:
When you create a custom activity you can choose whether to have it appear in 'normal' Activity menus or not by checking the box at the top right of the entity form. This is a once-only choice as far as I know and can't be changed later.
For your setup, I would suggest NOT checking this box, so it does not appear in the activity menus to avoid users even being tempted to do it that way.
Instead, add an explicit relationship to the activity N:1 to Contact, and another N:1 to Lead. Use this relationship to add your activity to the left navigation of Contact and Lead forms, or add a grid for them (depends on how you want to use this and if you need to filter the view to something other than the default "Associated View").
When a user navigates to this section they will see if any previous activities of this type exist, and be able to add a new one. BUT this means that the child record is a child via this relationship, not using "regarding", so use a script on the form for the activity so that if Contact is filled in, it is copied to Regarding, and if Lead is filled in then that is copied. If neither, then use an alert or other means to warn the use that something is wrong (see comment earlier). If you want Regarding to be read-only but filled in by script, you will need to make sure to use the force the value to be saved:
Xrm.Page.getAttribute("regardingobjectid").setSubmitMode("always");
You must have the lookups for Contact and Lead on the form to be able to use them in your scripts, but you can make them not "visible by default" so they are there but not seen by the user (and taking up no space).
I'm programming a new application with many users, a few roles and specific permissions for those roles. For that I want to create the following tables:
Users (ID,Login, password,..)
Roles(ID,Rolename)
User_Roles(User_ID, Role_ID)
Permissions(ID,PermissionName)
Permission_Roles(Permission_ID, Role_ID)
My idea was to build a function, which allows to check if a user has a specific permission to access a form. I would do that by creating Permissions/Rules like 'canReadFormX', 'canEditFormX' which would allow me to use one main function to check and perfom those specific rules and a function per form to call it.
Is that a way to go (or rather did I understand everything correctly regarding RBAC) or is that just far to complicated? Any advise is very appreciated!
It seems fair to me, and similar to what we have already set, for the first 3 tables.
You then have to solve the 'action' problem, ie to distribute permissions to use your appl's actions. I am not sure that your 'Permissions' proposal will cover all the situations, as you have to deal with 2 major categories of actions:
The 'Open form' actions, that you already have identified: you effectively have to define 2 levels of authorisation for each form: the 'view' right, and the 'update' right.
All other actions, such as form specific buttons or menus, that will allow you to run a specific action other than just opening a form (execute a report, make a specific calculation, automatically import or update data, etc).
One solution/My advice is to maintain 2 tables for this:
A 'Forms' table
An 'Actions' table
And the corresponding link tables:
A 'Form_Role' table
An 'Action_Role' table
With such a configuration, you are fully covered. You can even decide which role has the right to see a specific report on a specific form, as long as the corresponding action is accessed through a specific control or menu on the form.
Both Forms and Actions tables are very interesting as they both participate in your application metamodel...
EDIT: By the way, if you are on a domain, you can use user's domain credentials to control his\her access rights to your system. In this case you do not need to store a password in your RBAC system.
I have a SharePoint list that has MANY columns in it. The default AddForm and EditForm rendering is very cumbersome for the users. Most of these fields hold simple Number (integer) values. The default rendering for those two forms (using the ListFieldIterator I suppose) render the columns one by one vertically down the page. My thought was to design an input form with three basic "zones" (left/middle/right) and use a Custom Field for all of these "Number" fields. The Custom Field would contain two custom variable properties "Zone" and "Order". (Zone could contain middle/right and order would be the "order" in that zone the field would appear, the "left" zone would be for the fields that are not these "Number" fields, things like Date, Customer, etc. etc.) I would design the page with an HTML table and 6 Columns (1 for the "label" and one for the "TextBox" for each of the three "zones"). Then I could put a control (something similar to the "ListFieldIterator"). The control in the first zone would render the "static" fields, the zones in the other two zones would render the appropriate Custom Fields (based on the Custom Variable Property "Zone" and "Order").
Does this make sense? For the life of me, I can't figure out how to do this. I had thought about "giving up" and just using my ASP .Net skillset and creating FormViews and GridViews bound to the proper (ListView) DataSources. That has even proved challenging.
Does anyone have any ideas on how I could accomplish this? (InfoPath isn't an option and I want to stay with the "Custom Field" idea so the fields aren't laid out statically and can be moved around or even new ones added by the "administrator" of the Application (SharePoint List).
Any guidance is MUCH appreciated. I have been working on this all week and just seem "stuck".
Thanks,
Shayne
------ A Better explanation of my "application" and what I want to do-----
I have a SharePoint List that has about 60 fields in it. If I pushed this application out using the default Add/Edit SharePoint List Forms (and Rendering Templates), the users would hate it. The default forms use a rendering template that basically lays out all the list fields, one per (HTML) Row. Within that Row there are two (HTML) columns. The first one contains the "Label" for the field, and the second (HTML) column is the actual editor for the "FormField" (Text Box or whatever). Because of the number of fields in the list, the user would have to scroll several pages just to get to the bottom.
This list has about 10 "static fields" that I want to lay out on the left side of the page and then about 50 that are simply "task" fields. These store an integer and track "how many of these tasks did I do today". (This is a "port" of an MS Access application.) Depending on the "Add" page the user selects (I have a "parent" content type that contains every field and then a "child" content type for each "group" of users that will be using this form that contains just the fields/tasks that group tracks) the proper fields are rendered on the page. The problem is they are all rendered vertically and there is too much scrolling. These users (and admins) will NOT have access to SharePoint Designer or InfoPath. So, the "layout" for these fields must be iterator/repeater style (the users shouldn't have to get Development involved just to add a new "task" field to their application!).
The solution I had come up with is to use a Custom Field Type with two Custom Property Variables for each of these "task" fields. The Custom Property Variables (Zone and Order) would allow the administrators of the "application" to control where they want these fields to appear on the Add and Edit forms. The Zone Property can contain one of two values: "1st Task Column" (middle of the form) or "2nd Task Column" (right part of the form). (The "left" column of the forms would be used for those 10 or so "static" fields that all groups/depts/content types share.)The Order would just contain the order to sort the fields in, within their "zone". Obviously, the "zone" would indicate where on the form the field would appear (middle or right). I thought I might be able to use three Divs and render the appropriate List Columns in the appropriate DIVS. Or, following the default rendering template, instad of DIVs I could possibly use 6 (HTML) Columns instead of 2.
I quickly figured out how to make a new Field Type with Custom Properties (I used the Property Schema element in the XML definition, even though Microsoft says NOT to use that in SharePoint 2010, it was just so easy and I couldn't figure out how to add them otherwise. Now I know how to add them the "right" way, I just don't know if it is worth changing them.)
For the last few days, I have tried to figure out how to actually render these "zones". Remember, I want the users of this application to be able to add new fields dynamically, so I can't put any static field references in these forms. I have read about the Rendering Templates and the ListFieldIterator (and the new Content Iterator), but I can't seem to pull it all together and create an actual solution. The part that is throwing me off is how to query and render three different "sets" of fields at once (since the rendering is going to happen from "top to bottom").
Any help is very much appreciated!
Shayne
If InfoPath it out and you want to stay within the SharePoint infrastructure for forms, then the term you need to search for is DataFormWebPart. You may have heard of DataViewWebPart before, well this is the form equivalent. Just like the DVWP, this does lots and lots of XSLT to make its magic happen.
The trick is can you implement your grid/zone idea within the context of the DFWP's XSL. That I can't tell you but hopefully this is a starting point.
Defiantly Info Path is the solution here are some tutorials:
Video: http://channel9.msdn.com/blogs/laurhar/infopath-2010-customize-a-sharepoint-list-form
http://p2p.wrox.com/content/articles/customizing-sharepoint-2010-list-forms-infopath-2010
http://blog.libinuko.com/2010/03/21/sharepoint-2010-howto-start-customize-list-form-neweditview-using-infopath-designer-2010/
if you don't want to use InfoPath I would recomment JavaScript/jQuery you have just to modify (Edit) the page then inject some jQuery code to do what you want. Here are some articles about similar topics:
http://akanoongo.blogspot.com/2008/04/how-to-hide-fields-in-sharepoint-list.html
http://spground0.blogspot.com/2011/03/sharepoint-2010-custom-list-form-issues.html
http://ghamson.wordpress.com/2011/01/19/using-jquery-to-attach-regular-expression-validation-to-a-sharepoint-list-form-field-sp2010-ps2010-projectserver-in/
The only way you can achieve this type of custom form designing within the SharePoint framework is to apply it through post-rendering techniques using client-side code. And solutions like this tend to add considerably to page-load.
Simply changing the render template is not enough if you want it to be a dynamic and codeless experience for end users to author.
I can think of only one solution which comes close to fitting all criteria. It's "free", can be password protected, and also allows tab groups, rules and many other settings.
Dynamic Forms For SharePoint - http://spjsblog.com/dffs