Suggestions on creating document library for infopath with departmental hierarchy? - sharepoint

I have one main site with many subsites. Each subsite is basically a department within the organization. I have a time card infopath form (with workflow) that everyone in the organization needs to fill out. However, I want keep the form so that each department can only see within their own unit. I know I can create a form library within each subsite, but that would make it a maintenance nightmare. I just want to create the form under the main site and create links within each subsite. When a user click on the link, it will take them to the central repository but I filter by the department or permissions? I believe you can set some sort of permission that each department can view their own? user roles for the form?
Can someone point me to the right path?
Thanks,
Environment: SP2010,Sql server 2008, Office 2010

After searching and searching,
One option if security is not a concern is just to use a custom view with filtering by Department and created by = [Me] or just simply by Department.
or if security is a concern:
technet q/a

Related

Sharepoint 2010 different masterpage for normal user and admin user

How do you make Sharepoint 2010 use a custom master page for a set of users and use another custom master page for another set of users?
Basically I am trying to show a branded cutdown version of Sharepoint to one set of user and present the full admin interface to the admins.
Thanks :)
This will not be possible. There is one Master Page associated with a SPWeb (SPWeb.MasterUrl).
Your only possibility to have different "master pages" for different types of user is to use security trimming. You will have to use WebParts and other security trimmed stuff to show different content for admins/normal users.
there is a solution for this. Usually we create two different master pages to manage this. One master page for administrators containing all staff that is usable for administratos like Ribbon for example.
Other version is only fp anonymous users where HTML generated is clean and no extra SharePoint staff generated for end user. This reduces traffic and time load of page for anonymous users.
This is very useful article how it can be done. We have implemented in the same way and work well.
hope it helps you,
Andrew

Best way to create Sharepoint forms using Designer 2007 / WSS 3.0

My company is running its own server with WSS 3.0, and I am using Sharepoint Designer 2007 to make changes. I am new to the world of sharepoint (but experienced with webservers and web programming), but basically what I am trying to accomplish is this:
We are trying to automate forms that all employees must fill out (for example, our Employment Application). Since all employees have access to our sharepoint intranet, we will put it on there. It must do the following:
Display a form where users can enter their data. Once submitted, the data is stored in a database (sharepoint uses Lists for this I believe).
A user can go back to the form to edit things if need be (and their old data will be automatically loaded).
User’s should only be able to access their own form and not see everyone else’s. Only admin’s should be able to see everyone’s stuff.
What is the best way to go about accomplishing this? Can I create a standard list and modify it to suit my needs? Do I need to code some ASP forms to make this work? Is there an inexpensive web part that can do this sorta stuff?
I don’t think using Infopath is an option for me since I have wss 3.0 I would need the end user to have infopath as well, and many won’t have it, so that rules that out.
I think you want to adjust the Item Level Permissions setting of the list. (List Settings->Advanced Settings)
The form in SharePoint States:
"Item-level Permissions
Specify which items users can read and edit.
Note: Users with the Manage Lists permission can read and edit all items. Learn about managing permission settings."
There are settings for Read access and Create and Edit access:
Read access: Specify which items users are allowed to read
-Read all items
-Read items that were created by the user
Create and Edit access: Specify which items users are allowed to create and edit
-Create and edit all items
-Create items and edit items that were created by the user
-None
This sounds like you simply need a custom list, possibly with custom forms (edited with SharePoint Designer) in case the default forms aren't adequate.

Restricting Views of users on Sharepoint lists

I am developing a sharepoint 2010 project.
I want to restrict users view on lists based on their identity. (e.g. the branch of organization they work in, but in fact the ristrictions can be more complicated).
What solutions do you recommend?
With out of the box features this is not possible. You can go to great lengths to remove the list's view selectors and other navigational elements that let people cruise around a the schema and metadata for a list but it is not a security mechanism.
If a user has read permissions to an item, they'll have read access to all the fields of that item.
There is an outside chance that it you disabled all RPC mechanisms, SOAP, RESTful web services, Client Object Model and the office clients that you might be able to claim this as a security mechanism. If you don't there will always be a way around your "security" scheme.
This feature can't be implemented by SharePoint by now and I think neither for the next version
You can use a third part tool to achieve it, such as BoostSolutions' Column/View Permission or LightningTools' DeliverPoint
BTW, I work for BoostSolutions and I mentioned our own product because it works for your issue. Hope it helps :)
create sharepoint groups based upon your requirement or diffrent type of user base and accordingly give them rights may be item level or on complete list
and while doing these things just go through the following posts
http://blogs.gartner.com/neil_macdonald/2009/02/25/sharepoint-security-best-practices/
http://weblogs.asp.net/erobillard/archive/2008/09/11/sharepoint-security-hard-limits-and-recommended-practices.aspx
Not 100% sure on SharePoint 2010, but definitley for SharePoint 2007, there is not a way to do this, especially if the views are corresponding to security requirements on the columns users are able to see.
One way to work around this is have the list be not accessible by users, and then have code logic allow for access to the data creating the different "views" on the data in something like a Web Part. The downsides to this is search becomes an issue (since the data is hidden) and having multiple "views" of the data (if necessary) is also another item to work through.
I know its a very old question but posting it as it might help someone.
There is an work around to do it as described here
I find it easier, if possible, to create the view and lock it with the filters on the list settings page.
For example, I have a list of employees that includes their employee IDs. I use that list on other pages to gather data in other webparts. So I filter the employee list to [ME]. So the data is available to the page needing it to filter others and they cannot see anything else.
Now, what about the person who needs to manage that page? I create a view, call it HR. That view can see everything. Then I export that webpart with that list view on it through the designer. I then delete the HR view from the employee list.
This leaves no way for anyone to switch views and see everything again. I create a webpart page for the person who manages it, and I upload that webpart and set the view of the webpart to HR. In the end, I have a page that I lock down instead of trying to lock down views or list permissions separately.
Would you be able to have two lists that are joined. One that all users have access to and another that only certain people have access to, and then join them? Then maybe the people that don't have access to the other table it doesn't pull the information? Not sure, but I'll try that out later today.

Sharepoint - How to agregate Announcements from sub-sites onto main site

I am new to Sharepoint (WSS 3.0) and have the task of creating a company intranet. This site will have a number of sub-sites - each owned by a different department. Each of the sub-sites will have an 'Announcements' webpart on their top-level page.
What I want to do is to take the most recent announcement from each of those sub-sites and display them on the main top-level site - the idea being that anyone in the company can see at the top level what is coming up in each of the departments.
My question is, what is the best way to do this? and does any one have any links that can point me in the right direction.
Many thanks.
In case you have MOSS, you should use Content Query Web Part here is the way to do it.
You can achieve the same by using Data View Web Part.
The third option is to create a custom code to do that, but since you mentioned that you are new to SharePoint I would advise against since that might be a bit complicated and it cannot be compared to the strength of built-in web parts.
The thing you should consider here is security. If a UserA from DeptA does not have permission to read Announcements from SiteB then the thing you are building does not make much sense because information from SiteB will not be visible to this user.
Along with the Toni answer you can try the SPDataSource & SPGridView if custom code is okay.

SharePoint 2007: How to Restrict Access at the Field Level?

Is it possible in a SharePoint 2007 list (MOSS, though I don't think that this is Enterprise Edition) to allow users in one SharePoint group to edit values in some fields and users in another group to edit values in the other fields?
From all the searching I've done, this does not appear to be possible, so as a fallback I'll accept answers that suggest the best way to accomplish something like this (e.g. maintain the items in separate lists, linking them by ID).
I do not have access to Central Admin, but I do have Full Control of the site. Also, this site was not configured for custom code, so besides changing list settings (and site settings) I can make changes via SharePoint Developer (but not Visual Studio).
A big THANKS in advance!
Steve
You are correct that it's not possible to set field-level permissions without custom code. Furthermore, you're on the right track thinking separate lists, though you should be aware that SharePoint list lookups are a rather weak correlation. Usable, but not exceedingly robust.
For presenting the combined data you'll want to look at SharePoint Designer's joined subviews.
Have a look at Displaying SharePoint Fields by Permission Level by Laura Rogers. This is an approach that uses SharePoint Designer.
Also see the SPListDisplaySetting CodePlex project. This is a site collection feature that needs to be installed so may not be an option.
You can customize Edit Forms for SharePoint 2007 Lists (EditForm.aspx).
With custom list definition and custom edit form you can write code to check the user and show different fields depended on the users permissions.
'a' workaround to get this functionality is to change the content type associated with a list item using workflows.
Like so:
User creates list item in content type A (limited fields).
Workflow starts, changes to content type B (all fields).
Admin gets notified, opens listitem, fills out additional form fields.
And so on..

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