Get Custom Document Information Panel metadata within Word - ms-office

I have created a custom DIP using InfoPath, the XML was generated manually as their is no SharePoint document library available. The DIP was created first by creating the basic XML stucture as a blank InfoPath template and then reimporting the generated XML to create a DIP.
The DIP appears in the word document correctly, however I cannot find a way to use the custom data from the DIP within the word document. The custom fields do not appear in the fields under quick links, neither can I reference the fields manually.
Any help would be much appreaciated.
Andrew

Step 1: design a XML to store all your information.
Step 2: add this XML as a customXMLPart (e.g. using macros: activeDocument.CustomXMLParts.Add(xmlString))
Step 3: insert some content controls in your word document
Step 4: map the content control to your customXML part using XPath expressions. (e.g. activedocument.contentcontrols(1).XMLMapping.SetMapping "myxpath-expression"
step 5: create the DIP in InfoPath using the XML you designed earlier
step 6: in Word indicate you want the new .xsn-file as a DIP
Then the DIP will be able to manage the CustomXML in your document. As the XML is directly mapped to the content controls, editing information through the DIP will immediately change information in your content controls.
Hope this helps. Maybe not for the original poster, but for people who will find this later.

Related

Is there a way to read a word document section by section with c#

I have a word template which has multiple sections( tables, parragraphs, lists, etc.. ). The idea is that users fill the template and upload it to a asp.net application. I need the application to read the information section by section. So, is there a way to name the section of a word document and identify it by using c#?
I think it is much better to create a custom web page for filling fields there and constructing a Word document on the server-side using the Open XML SDK, see Welcome to the Open XML SDK 2.5 for Office for more information.
However, you may consider using bookmarks or content controls as a marker for sections.
Otherwise, you'll need to parse the uploaded document by searching for keywords presented in the template.

SharePoint - Document Filtering (Tags/Metadata?)

I'm creating a SharePoint site which will be used to dynamically store and display documents on various pages, among other things. Is the following possible?
My view is to have one central Document Library which will include all files. Files with have 'tags' or 'metadata' attached to them. On pages, i will add a document library (or similar) webpart and then call only those documents with a certain tag/metadata.
For example.
Document Library ('Folder') - Contains ('Project Document.xls' and 'Training Document.ppt')
On 'index.html' i will add 'Folder' to the page, but i only want to display 'Project Document.xls' not 'Training Document.ppt'.
I'm aware that you can set up target audiences but that requires a lot of user management.
Thanks for any advice.
If I understand you correctly, this sounds like something you could accomplish using a filter. The name of the file is stored as a column. Try editing the web part on that page and edit the current view. That view will be cached for that page without changing the view across the site. If you want to be able to dynamically choose the document you display then one option is to add an HTML Form web part (which contains a text box and submit button), connect it to the doc library web part and filter the name column based on the HTML Form web part.

Flexible customization - Generating word document using C#

Problem - Generate a word document from information retrieved from database.
My solution - Create a word document template add fields/tags in places where values need to be inserted. The template will require tables and charts as well. Using document reflector that comes with open office xml sdk reflect on the document template and extract the w:document section and port it to C#. The rest of the logic revolves simply around finding the fields/tags, replacing them, etc. Very simple approach but not very flexible!
Challenge - I want the user to have the ability to customize the template or the generated document output. But this will not be possible if I embed the template logic in code.
Any other possibilities - I looked around at Templating using T4 and RazorEngine but could not find any concrete examples of how to create word documents using these two technologies.
Now what is the best approach?
I would really appreciate your inputs on what is the best and most flexible way to generate word documents using C#.
I'm actually working a project where the business users are designing word template with mail merge fields and we are populating the values using a 3rd party software package Aspose Words. http://www.aspose.com/categories/.net-components/aspose.words-for-.net/default.aspx
The software includes a library for merging data from datatables into the mail merge fields in the word document.
I also wrote a customized word task pane add in that retrieves data views from the database and lists the fields in a drag/drop interface that mimics a crystal or sql report writing interface.
Probably would of been easier to just use crystal or sql reporting though...
It's certainly possible to generate the contents of an Office doc using T4 or Razor and then package it up. The TestScribe powertool for Visual Studio Test Manager does just that with T4. There is a thread by Sally Cavanagh in the Q&A on this page http://visualstudiogallery.msdn.microsoft.com/e79e4a0f-f670-47c2-9b8a-3b6f664bf4ae that suggests a way to look at the T4 templates that it uses, which might get you jump-started.
Here is sample to play word document template with C#
You could use a content control databinding approach.
XML Mapping Task Pane for Word 2007/2010 is an authoring tool.
To create an instance document, you just attach your XML data file.
If the resulting documents will be opened in Word, that is all that is required: Word will bind the data itself. If your consuming application is not Word, you might want to resolve the bindings yourself (eg via Open XML SDK).
Content control databinding isn't intended to support repeats and conditionals. For a way to do that, look at my OpenDoPE convention
Take a look at Templater. Disclamer: I'm the author.
Check out JODReports or Docmosis. They are Java based but some of the templating features and output options might be ideal. You can call the command line interfaces unless they also have something better to reach from C#.

Complex form design in Sharepoint

I'm trying to build a form for WSS 3.0 which has the following two characteristics:
Have several sub-records in each records which contains few specific fields.
Can export to HTML or something similar which can be viewed in every browser.
I realize (unless I'm mistaken) I can achieve 1 only by using InfoPath and RepeatingSection/RepeatingTable/etc.
As for 2, I see InfoPath is only capable for exporting to MHT/PDF/XLS, none ideal for me, since the goal is to create a something that can be published to the web.
Any hints about better way to achieve this?
Correction for 2: I meant that the InfoPath form should be editable within our intranet, but exported as a read-only-web-page for our web site. So I meant "exporting" and not "publishing".
One way to do this would be to use a database as the primary data source for your forms, so that all form data is saved there. You could then build a website that queries the database for all info.
Another alternative would be to take the infopath form data (saved as an xml file) and publish it on a web server with an XML Style Sheet to define its format. You could do this via an XML control in ASP.net.
These solutions might require more elbow grease than some other solution, but I believe either would work.
Perhaps creating a custom fieldtype is a possiblity. Create a fieldtype that has some kind of collection as value.
As for 2, I see InfoPath is only
capable for exporting to MHT/PDF/XLS,
none ideal for me, since the goal is
to create a something that can be
published to the web
That's not right, InfoPath forms can be published to the web. When publishing the form to the SharePoint via the InfoPath client, you can select an option saying that this form should be editable within a browser. But beware that some form features of InfoPath are not available when you do that.
Or do you have a different understanding of "can be published to the web"? For me it means, creating a new item in the library to which the InfoPath form is attached to --> Form is opened in the browser --> user fills in the form --> user klicks the save button --> info path document is saved to the library and closed.
Just an idea:
If InfoPath (along with MOSS) is not an option, then perhaps you could mimic its behaviour through a custom edit form, if you want the data to be outputted into a SP list. I'm thinking about a custom edit form with dynamic html controls (for the sub-records), and you can achieve this by dynamically inserting objects into the DOM as your tree structure requires. Then, on form submit, an event handler on the list would parse the data submitted by the form and store it as you see fit (in an xml serialized in a custom field, for example).
If it's not going the be a custom edit form for a list, then the same functionality above can be stored in a site page with code-behind (beware of customizations) and use a hidden SP list as your data storage.
As for the exporting section, perhaps an application page linked in the ECB menu of that list would get the above mentioned xml and display it nicely.

Custom SharePoint List View - can I put it in a feature (WSP)?

Here's my situation:
I'm working in SharePoint 2007 Enterprise, I have a feature that creates a list for me when I deploy and activate it. My usual workflow thus far has been to deploy the solution, activate it, then open up SharePoint Designer to customize the list.
My customizations are typically pretty complex, but I'll keep things simple. In this case, let's just say that I edit AllItems.aspx, convert the data view to an XSLT data view, then I add one column with static text.
I've used a few different tools (SPSource, VSeWSS, SharePoint Manager, OCDExportList, etc) to extract my custom schema.xml and all the default views, but I have yet to have any luck figuring out where the the code for AllItems.aspx is now that it's been customized.
When I extract (using any of the tools above) AllItems.aspx is no different than the default. The <View> element in schema.xml is reduced to one line, for example:
<View DefaultView="TRUE"
MobileView="TRUE"
MobileDefaultView="TRUE"
Type="HTML"
FPModified="TRUE"
DisplayName="All Documents"
Url="Forms/AllItems.aspx"
Level="1"
ContentTypeID="0x" />
I'm really stuck here... I've got no clue what to do. Is it even possible? It would save me a great amount of time (and documentation) if I could include my customizations in my feature.
If there's any other info I'm missing that would help, let me know... thanks!
Latest findings:
I've found out a bit more in the past couple hours. If I save the list as a List Template, then save the .stp file locally as a .cab file I can extract its contents. One of the files is manifest.xml which contains the schema.xml as well as a few other sections.
One of those sections is a <webparts> section that has a <webpart> for each view. Each of those <webpart> elements contains a really long string of characters... no clue what those characters actually represent.
The important thing is that I think any custom views have to actually be Web Parts if deployed as part of a solution... but I'm not positive.
I have faced a similar issue a while ago. I had to create a very customized view and I had to give up the ListFormWebPart completely, and have created my own webpart to render the data.
Generally, when you customize the aspx file in SPDesigner, all your changes will be in the aspx file itself. Open it in SPDesigner and you will see there all the changes you have made. After you have converted to the XSL Data View, the standard ListFormWebPart is replaced by a DataFormWebPart, which doesn't care about the <View> tags specified in the schema.xml; Look in the aspx file itself for the ListFormWebPart.
Why not do all the customizations you want on a list, save the list as a template (it will include the associated AllItems.aspx) and then use that template in your feature to create your list? You could add the extracolumn from code (if it's dynamic and cannot be included in the template), and so on.
Yes you can. Get the Sharepoint manager tool from Codeplex
http://spm.codeplex.com/
Install it on a machine in your farm, it will allow you to browse the farm via a tree view that shows all objects.
Make the list via the Sharepoint GUI, then browse to it w/ SPM.
SPM will allow you to extract the MOSS/WSS created xml that describes the list view (it shows up in the left hand property grid), which you can then plop into your manifest.xml
I have a similar issue and have been doing a lot of research into this. The dataview web part to me is one of the most powerful components in Sharepoint. Unfortunately I have to provide my solution as a .wsp package and that means that I can not just make the site and use Designer on that site. I have taken a 2 step approach in that I used designer to create my dataview and I also edited the code of that dataview to replace the ListID and Guids to ListName and the actual list name. This allows it to be exported and used in any page/site as long as the list name is the same. I am creating a webpart page document library also in my solution and I believe I can add the pages that have the webparts to this library using the onet.xml file. I will try to get the results of that test in as soon as I can do it.

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