I need an help in a formula for sharepoint.
I have created issue tracking ticket, all necessary fields are filled.
Now I have a field called "Request Close day". This field should be filled with date and time while closing the ticket. Now there is another field called "Ticket Status" which is choice type having values In progress, Waiting on customer and Closed.
Now the issue is when I set the "ticket status" as closed the field "Request Close day" should be filled.If a user forgets to fill in it should alert the user to fill the "Request Close day" or it should automatically fill the date and time.
Is it possible to alert the user using the IF or Vlookup condition.
Thank you all in advance..
I don't think there is a built in functionality for this.
But you could achieve this by adding the logic using Javascript inside a content editor webpart. Should be quite simple to attach the necessary events using
e.g. jQuery. something like:
$("id_of_ticketstatus").change(function(){
$("id_of_date").val(Date.getDate());
});
Related
I am writing some code to integrate with our installation of NetSuite. We use a service by CData to replicate the primary NetSuite tables down to our local SQL Server. My code will send an electronic invoice (outside of NetSuite) but I don't want to send it if it has already been emailed from within NetSuite using their built in feature.
The "Invoice" table contains all the main header info for invoices and there is an "Email" column in there. If that field has a value in it does that mean the invoice has been emailed? Or can someone fill in that field WITHOUT emailing the invoice? (I need to know if the invoice has in fact been sent)
The email column should be the email on the communication sub tab.
You can see if an invoice has been sent the "Message" sub tab in communication. If the record in there is a type = "email" then the message has been sent through Netsuite's internal functionality.
Does that help? Also, can I ask if you were successful with this? I am also looking to send emails using a CData connection.
I was looking for a status that would indicate if the invoice had been printed or not. Didn't find it. The solution could be to build a custom field on the transaction called 'Print status'. It would be a drop down list with 3 possible values: Pending, Printed Original and Printed copy. Set the field to 'Disabled' and its default value as 'Pending'.
We could go further and add a custom field called 'Date last printed' and even a 'Last printed by'.
Then we can build a workflow of action type 'Set field value', the condition of Field value = 'Pending' and an action to set the 'Print status' to 'Printed original' once the invoice is first printed.
A second action to set it to 'Printed copy' if someone reprints the invoice.
Using 'Set field value, we can also chane the transaction form to one that points to a pdf template with 'COPY' on it.
My issue is that the standard Action, Print of the invoice does not trigger any action on the workflow. So I guess we should look into building this via script.
Let me know if you find an easy workflow alternative.
Good luck.
Goal:
3 fields titled "Assigned Date", "Ready for Review Date", and
"Submitted Date".
When a user changes the Internal Status field to
"Assigned", the "Assigned Date" field should update with a timestamp.
When the same record's status is then later changed to "Ready for
Review", the "Ready for Review Date" is updated with a timestamp
while the "Assigned Date" timestamp remains un-changed.
Limitation: Unfortunately, I cannot create a customized workflow. Otherwise I wouldn't really be asking. My team is limited. We cannot access any other software / UI besides SharePoint online or InfoPath. There's no going around this. I know, it's redic.
My Attempts:
I tried using InfoPath where I added an Action Rule (Set Field's
Value). However, for me, this only worked when adding records. But
for existing records, when I change the status in the Datasheet View,
the timestamp fields did not update. Also, my team does not operate
in webforms. We create and update the list in the Database View.
I tried using a typical formula. See formula below. However, the
timestamp output from the formula changes when the status changes. I
need it to be a timestamp. See formula I used below:
=IF(Status="Sent to Client",TEXT(NOW(),"dd/mm/yyyy hh:mm"),IF(ISBLANK(Status),"","NULL"))
I'm thinking this request is kind of impossible without using a Workflow. But I'd thought I'd give it a try if there's a fancy formula that I can use for a Calculated Field or if I could use InfoPath.
Appreciate the help!
The only other option then is to use (serious) JS coding to program what the Workflow would have doen.
Usually allowing SharePoint Designer is cheaper than coding for a week
I create one javascript function For calculate the No.Of Days from created Date and show in one Field.
And I add that script in Form Load and as well Form Save Actions.It was Working Fine.
Now My question is,I need to trigger that javascript function grid's(view) refresh.Or I need to calculate and show the No Of Days Field without opening Form.
Now the noofdays field affected when the form will getting open.
I need noofdays field automatically updated From the Created on date?How to do this...Thanks in Advance
Trigger an javaScript function without opening the from is not possible.
If i understood correctly, you want to display the time period between the creation and current date in days.
If so:
A Solution would be:
On creation of the record the noofdays field will always be 1 or 0. However you look at it.
So you can fill that field on creation per default to 1 per Plugin, JS, or simply per workflow.
Now you need to update this field each day via workflow.
The workflow must retrieve all records, calcualte and update the noofdays field.
I reccomend to run this workflow after midnight.
The other solution: (I do not reccomend)
Create an Plugin which is registerd to the message "retrieve" and "retrieve multiple".
If the message is triggered, check if you are in the right entity and fake the output of the noofdays field or update it.
We've created a pretty standard issue tracking system based off of SharePoint's template with just a few extra columns. On the list view (AllItems.aspx), the first column is called "Issue ID" and has a number. Our developers and QC use that number in discussions. However, that number doesn't seem to want to show up on the detail form (DispForm.aspx) nor in the alert email.
Can this field be included in at least one of these communication methods? If so, how?
Thank you.
We did something similar and used workflow via SharePoint Designer to copy the ID field into a field called "Issue Number". The workflow gets triggered automatically on Create / Edit (we included edit because the field can be modified by the user on the edit form and if that happens we want the number refreshed with the actual ID).
Before you create the workflow in SharePoint Designer, you need to add a column called "Issue Number" to the list you want to tweak.
List item
Open Sharepoint Designer
List item
Click File New -> Workflow
Give a name for the workflow
a. select the list from the dropdown
b. Uncheck Allow this workflow to be manually started and check automatically start on new and change then press Next
Give the step a name like "Assign Issue Number"
Create a Condition
If Compare a field -> If Issue Number not equals Current_Item:ID
Create an Action
Update List Item -> Set Issue Number to Current_Item:ID
Press Finished and test out by creating a new issue.
*The Issue Number will appear on the form and if you have emails setup to notify on assignment it will appear in the reassigned template.
*It will not appear in the created email confirmation because the workflow gets triggered after that email was executed.
I just added the issue ID using a total of 4 characters. Create a new column, set it to a Calculated column, in the formula type [ID]. Voila! The ID is now in your detail view.
The ID link returned the for me, however, the work around which sufficed for me was to enter 'Created' in the Calculated Column formula and ensure it is set at date and time. That then creates a unique idenity (unless you receive more than 1 list update per minute) than can be viewed in the email alert message
Good Morning,
I have a Form Library on my SharePoint site. On my form I have a calculated string field that does basic math (field1 x 3). I'm looking to have some way for the form to recognize that the field was changed (when saved) and somehow set off a SharePoint alert.
I'm completely baffled as how to go about this, if anyone could help that would be awesome! Thanks!
Shannon
Couple ways of doing this.
If you don't have programming access.
Create a new column, hidden if you want. In SPD create a workflow to run when a change is made. In that workflow compare the current value to the the that new column and if different then sent out email and copy the current value to this new column.
Or do the same thing in Infopath, if you have programming access, where when the form is opened you store the current value and when they save the form compare values and send out email as needed or set another column to sent out email and have a workflow do the mailing out.
If you have programming access to Sharepoint you could write your own handler to duplicate it, little more control.