I am a beginer in sharepoint and I want to know whether there is any control to implement calendar scheduler in sharepoint2010 so that i can create an appointment on a particular day or week
Create a calendar list item in SharePoint. Export the list to access and create forms and code related to scheduling appointments according to your scheduling rules (no two appointments at the same time for the same person, or appointments must be no more than 20 minute blocks, no appointments on holidays or weekends, etc). Then again, I do not have SP 2k10 available yet, and have no control over how SP was setup. So, my answer applies specifically to the tools that I have available using SP 2k7.
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I have recently created a list on our team's SharePoint site for tracking the list of action items for the team on a real-time basis and subsequently working to connect it with Excel for report generation. I wanted to add a few more functionalities but, am unable to understand how to go about it. The list of functionalities is as shared below -
Send auto-notification to assigned people in the action item list for all items overdue on a weekly basis.
Send auto-notification to assigned people in the action item list once the deadline for closure (as indicated in the list) is within 15 calendar days on a weekly basis.
Send a auto-summary report to the designated team managers on a weekly basis indicating the list of items overdue and pending for closure in next 7 calendar days.
Any help and guidance on how to add these functionalities to our existing SharePoint list will be highly appreciated.
Thanks in advance.
Note: I am not a SharePoint Developer but, have interest in the topic. I do not have any coding experience. I have been trying to experiment with the tool to reduce some of our mundane activities and hence, wanted to check with the experts if the above functionalities are actually possible.
For these functionalities, I would suggest you build scheduled flow to send notifications evety week.
the background of this question is that our company is now using SharePoint 2007 and we can book a meeting room through the calendar,
we want to send email to remind people who have booked the meeting room 3 days before the starting time of the meeting.
We tried to use workflow to send the reminders automatically but we failed, the workflow setting has paused on "in progress" stage.
We would like to ask is there any alternative way instead of using workflow can fulfill our target?
There are restrictions for us.
1. We try to prevent using 3rd party tools.
2. We want to minimize the changes we made in the server.
You would need to write a TimerJob which could run on a daily basis and look at the meetings in the SharePoint List to send emails if it is needed.
I you already have NINTEX running in your Company this could also be an option. But default SP Workflows couldnt do this job.
Our sales people would like to be emailed a weekly report for any new leads that have come in. Each sales person would be set as the owner of the lead and a flag field would be created indicating whether it is a new lead. I would like to create a workflow that would email each sales person their new leads for that week. I know how to create a recurring workflow in CRM, but cannot come up with a way to email a report to each sales person. I thought pre-filtering in SSRS for each sales person, but I'm not sure how to do that. Does anyone have any suggestions, links, etc on how to accomplish this? Even if this can't be created as a workflow, is there any other way to accomplish this even if there has to be a couple manual steps?
If you are using Dynamics CRM 2011 On Premise then you could look into using "Schedule Report" this will allow you to create a report (and set the parameters for a particular staff member. They will then get an email sent to them.
The following link will provide some more details.
http://www.powerobjects.com/blog/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011/
My only issue is I don't think you can have one report and change the parameters per user (Meaning you would have to have one scheduled report per sales person which depending on the amount of sales people could be a real pain!)
NOTE: Schedule Report is not available in CRM Online
Does anyone know of a way to prevent access to, or highlight, a specific day in a Sharepoint calendar? The intent is to show which day(s) are not available for a given task.
I have already fashioned a Workflow that would email a user, but it needs to be visual as well - people need to see at a glance what days are avaiable.
Any have any ideas? I'm running on SBS 2008 with WSS 3.0 .. I also have Sharepoint Designer 2007 installed, if it can be leveraged.
Personally, I would do this by creating a new event receiver to run on the calendar. This event receiver should run on new / updates, and should configure item level permissions for any event on that specific day. If you break the item's permission inheritance, and remove read access to all items on that day, no one would be able to see the task.
Obviously, always be very careful when working with item level permissions.
I need to get an appointment into someone's Outlook calendar based on requests from their employees. The application runs in SharePoint (WSS 3.0). My first impressions are to use iCal or send meeting requests, but I haven't done either before & I'm looking for a very quick & easy way to get it done. Any ideas?
Sorry, there's no easy answer that I know of or can find. I'm sure you can do via code but not easily within the SharePoint point-and-click interface.
From this thread it seems writing an event handler on a Calendar list would be the most effective way.
So from a 10,000 ft perspective, you'd build a system or workflow in Sharepoint that results in creating calendar entries in a SharePoint calendar. Then have an event listener whose job it is to create iCal emails when new items are created in that SP calendar.
Brian Wilson (not the Beach Boy) has a few blog posts on getting started with event handlers in SP
actually, you can do it. using sharepoint designer, set up a workflow to add item to list (calendar) based upon entries to a list (either new or edit). then, you'll need to sync outlook with the sharepoint calendar.