I'd like to "hide" certain documents from certain users in all places where lists are displayed. That is, the list of documents will be different for different users. For example, for user1 I want to hide documents containing "abc" and for user2 I want to hide documents containing "def".
Is there a SharePoint web part (or something) that I can deploy which will execute some code that can filter the list for all of the sites? Ideally, this "solution" would take as input a list and a username, and would return a subset of the list. And SharePoint would only display the filtered list. Also, for performance reasons, the input should not be the entire set of documents in the list, but rather just those that are displayed.
Also, I understand that one possible way to accomplish this is via permissions on the documents. Unfortunately, permissions is not something I can take advantage of as the documents have to be, in essence, public.
Also, to be clear, I am not asking about what the code should like like that does the filtering (although examples might be helpful), but rather if there exists a mechanism to accomplish the type of filtering I need.
Thanks for your help,
Eric
the best solution is absolutely permissions but if you cant use it, you can use audience targeting. go to your document library settings and enable audience targeting. after enabling, you will have audience target field in your documents.
you can have more info about audience targetting here http://technet.microsoft.com/en-us/library/cc261958.aspx
if this is not what you are looking for, you can create custom views on your library and create filters by using [Me] parameter for current user. e.g. you can create a multiple user field and write the names of people you dont want to see that document. after that you can create a view with a filter [Me] is not on that field. But you can not deny users access to document if he has permission on the document and knows the url of document.
Related
I have a custom page type for employees, and one of the fields is Location. I want to show/filter only employees in "San Jose" or "San Francisco" and used this WHERE condition below but it didn't work. Apparently, I missed something very basic. Could you help?
Location LIKE '%San%';
I did another test, where instead of page type, I used custom table with the exact field names and was able to filter using the same statement. On a related note, I'm new to Kentico and exploring which is more suitable for creating/maintaining a list of about 100 employees - Page Types or Custom Tables - with the ability to filter by department, location etc. Appreciated your input here as well. Best!
If you're adding the WHERE condition into a standard Kentico repeater or other data source, the syntax looks right except you do not need the semicolon ";".
You'll also want to double check the field name, and if you are limiting your query to certain columns (as is best practice especially for larger data sets) and be sure the field you are filtering on is being selected.
Regarding the management of your employee list, either method you've described will work. In that scenario it typically depends on who will be editing the content, and how frequently. It is more editor-friendly, in my opinion, to add those documents into the content tree. This also gives you quicker control over the order, and keeps it similar to how other content on the site is maintained. I also like to set up folders or other parent page types as categories if needed, so the documents can be dragged and dropped between them and it sets up a visual taxonomy that isn't possible if it's all stored in a table. Storing items in the tree also allows for workflow and versioning, as well as more granular control over permissions/access, if this is important to you.
It's awesome that you are thinking about how to best store your data in advance. There many factors to consider such as overall number of records, number of columns, the fact whether you need to use workflow, versioning, preview etc..
The best source of information regarding this would be this article which summarizes all options you have and gives clear explanations of which to use in which scenario.
And to your original question - What components are you using to display the data? Is the repeater? If so, can you make sure to set the Page types property to match the page type you are displaying? If the page types is not configured, Kentico will not load any custom fields because it doesn't know from which table it should load the data from.
Additionally make sure to either include the "Location" field in the Columns property or leave the columns blank (not recommended because then Kentico loads all columns which is like 200. when you count all from CMS_Document, CMS_Tree etc..)
Below is the framework that I use to debug whenever I wish to add a repeater and is facing some problem.
First get all the columns instead of accessing limited columns. Fetching all columns will make sure that I don't have any problem retrieving data.
If I am missing any particular column information name, then I would double check the column name.
I verify this by firing up SQL server management studio and access data from page type table or custom table.
If access to SQL server is not available(generally in Azure hosted solutions with restrictive access to DB), I would enable SQL debug from the settings and see what query repeater is generating to see if it is correct.
I am doing "traditional" lotus notes programming (same since R5) and need to implement linking between 2 document types (forms) residing in different databases.
Document of type (A) in database (A) can reference several documents of type (B) in database (B).
And document (B) should also display its relationships with document (A), as document (B) can be related to different documents (A).
We have Many to Many relationship.
At the moment it is implemented on one side only (one to many):
Form of Document (A) contains embedded view of special
"link" documents residing in database A. This link documents are created by lotusScript when user selects documents from database (B). When user clicks on an item in this embedded view, it opens document (B).
Client wants to be able to edit this relationship on any side, so that if he edits it in form (A), form (B) is updated.
Form (B) is supposed to have the same kind of embedded view or a list of associated documents of type (A)
What is the best way to implement it?
Client's infrastracture is Lotus Domino 8.5.2 + Lotus Notes 8.5.2, so theoretically, composite applications approach may be an option.
The reason why I ask this question is that as far as I understand there is no good way in Notes to embed a view from another database.
The requirement is that the database should be present on workspace to be displayed in some sort of dodgy list.
It would be great to be able to specify target database for embedded view by server and replicaID, but instead we have a weird list of random workspace databases.
The main problem is that Notes wasn't designed to handle relationships like that between databases (nor anything besides parent child relationships for that matter). So the solution will have to be a creative one.
A couple of (off-the wall, potentially awful) ideas come to mind. One is to store the references in the documents themselves, and update them whenever the document is saved. That could all be done in LotusScript, and would require searching through the other database's documents to update their references.
Upside is that the performance when reading the documents would be excellent. There'd be no issues while reading Database A if Database B was unavailable. It keeps data local to each database. The downsides include the likelihood of save conflicts and the danger that references could get out of sync if documents aren't "saved" but instead are updated via agents, etc.
Another thought is to use agents to manage the links on a scheduled basis. If you don't need real-time up-to-date references, you could run an agent that scans Database B and updates the references in Database A. With this method you could choose either to update the Database A documents themselves - or - as it sounds like you've already done, create a set of link documents that show up in an embedded view. The latter eliminates the save conflict problem.
One more idea is to hide any references when you open a document in Database A, but provide a button to "show" or "update" references. When you click that button, it fires off LotusScript to search Database B and build a list on the fly. This would probably work quickly with less than 10,000 documents. That function could update the link documents you store on the same database which feed the embedded view.
Hope this helps!
What is the best way to implement it?
As you mention creating a composite application may allow you to do this, but would be restricted to windows rather then design level in the form.
eg.
[Window A] --- trigger ---> [Window B]
If you are not familiar with this system I did a tutorial which explains the basics.
http://www-10.lotus.com/ldd/compappwiki.nsf/dx/ibm-my-first-wire
Although the tutorial calls back to the same database, it is easy enough to point to a different one.
Personally I'd do it through XPages. I personally find it much easier to implement then through classic style notes design/comp apps. It will also allow you to display design elements within the same screen area.
As you've already heard, Lotus Notes has no referential integrity constraints built-in, you have to do it yourself.
I wouldn't be relying on document links as they're geared around UNID's which can change if you cut and paste the same document, thus losing the link. Try this,
1/ Create an "ID" field on each document. You can populate it by using #Unique in a computed field to generate an ID, and save that to the documents in both databases. You can create an agent to do this in lotusScript (LS), or formula. (Consider using the evaluate statement if doing in LS)
2/ Create a lookup view in each database that lists the documents by the new ID (don't forget to set the "sort order" of the ID column.
3/ Using an action button that can be configured for both databases, you can create a LS function that will open the the opposing databases view and return the ID field. (NotesUIWorkspace.pickliststrings would be the simplest way to pick the documents, otherwise you could build a dialogbox. Store the list of results in a field called "linkedID" as multi-value list.
4/ There may be more info that you want to store like document title or author, so you'll need to then get a handle to those documents using getdocumentbykey and then interrogating the fields you'll need to display information on screen.
5/ You can then also add a new field on the target documents you're referring to, call it "referrerID", which is a list of documents that reference the current document. This will maintain the two-way relationship.
The field that stores links must be a multi-valued field, otherwise it gets quite cumbersome to loop through list of linked document ID's and manage them.
This approach uses a static key so you can copy databases around without losing the relationships between documents the user has invested time in producing. You can (and probably will) lose those relationships if you rely on document universal ID's (described well in the #documentUniqueID documentation), if you cut and paste the document, or copy the database somewhere else they become new documents despite copying the same fields, and will be assigned a new universal ID, any document links for the old document will be invalid.
If the information you're displaying from the other database changes, you'll need to be able to refresh that data regularly, so consider writing a scheduled agent that can do the look up and refresh the relevant fields.
If the user intends to un-link or change the relationships between documents, then you'll need to add functions that loop through the key fields and keep the lists consistent with what the user is doing. So, like I said, Lotus Notes' flat data structure requires you manage all integrity constraints yourself.
If you want to get a little fancy you can use embedded views as they do support references from another database on the same server. Some tips about handling it in LotusScript here. And use an additional view that categorises your data by the referring ID. Embedded views are ok, as long as the view they're based on is not too big, otherwise it may affect the performance of the form that it is embedded into.
I am using Visual Studio 2010, SharePoint 2010 with custom document content types and forms. And plan to also use jquery to build the document add/edit/view forms.
I am developing a solution where I want to have a document library where each document uploaded also has a number of external data elements added as metadata.
The tricky part I'm trying to figure out is I want the user to be able to specify and add a multiple number of those same external data elements.
I'm trying to figure out how I represent the data internally in SharePoint. My initial thought is to programmaticly add hidden external fields as the users adds those external selections. But then I also think of simply storing those external elements as non-external text fields but have my own code which performs the external data lookup and validation.
I'm not adverse to significant custom coding, as I'm probably going to need to do a lot anyway since even the user interface is going to be a jquery tabbed form to enable all the external data the user will be able to associate with each SP document.
I've made an attempt to hopefully further explain what I'm trying to do and included that image. Essentially I'm wanting to add 1+ external data relationships to each document, as desired by the user.
It uses just example data. I'll actually have 4-7 different complex relationships much like the example. And the user is permitted to drilldown and select 1, 2 or all 3 of the dropdowns.
Think of it as similar to how here on Experts-Exchange we can add multiple zones to a question.
An example illustration is here: http://flic.kr/p/aFUSJn
Could you simply add a multi-line text column and have the user input the metadata with comma's, then use your code to seperate the data and do what you want with it?
You said you were not adverse to significant custom coding :)
One solution is to use SharePoint content types. The trick is that not all items in a list need to have the same content type.
Therefore, you can do the following:
As the user is selecting the fields he wants to use you generate or select a content type that matchs those fields.
You then add your document to the document list using the content template
You then have all your information strongly typed in SharePoint lists.
We have previously built a system where we generate content types based on xsd files, this worked very well.
I've got a custom list with a custom content type. I'm aware that when you create a new item you can see a drop down for the different content types on that list which I assume all have their own NewForm.aspx somewhere. I can specify in the content type definition which columns are shown on the New form and that I can replace the new form with a custom one of my own design.
What I'm trying to achieve is to have multiple New forms but for the same content type listed on the New drop down. I would like each new form to expose different fields of the content type. Additionally I'd like to make particular New forms only visable by users with particular permissions although this isn't critical.
Scenario:
I've got a content type with all the fields I need for a risk assessment. When a new item is created it only exposes fields to enter contact details. Once this is created a workflow with infopath forms then drives the gathering of the rest of the risk assessment information through booking, the inspection itself and approval of the data. I want the ability to have a second option to easily enter all this information on a different new form for an inspection that's already been done and needs logging in the system.
You could customize the NewForm.aspx (e.g. via SharePoint Designer) for the initial submission case. Obviously, all of the required fields will need to be populated in some fashion.
The EditForm.aspx is the out-of-box page for updating existing list items. You may be able to customize this to meet your update an existing risk assessment case. From the post above it's not entirely clear to me whether this distinction between these pages is fully understood.
In both of these cases, you can add code-behind to the .aspx pages. However, it's usually best to start as simply as possible, keep it as simple as possible and only add complexity as necessary.
Hope this makes sense and helps. Good luck!
Dan,
Per your scenario, I have done something similar by creating one content type per actor/stage. Consider using a simple SharePoint Designer workflow to change your content types onChanged (simply by setting the Content Type) column so that the perspective actors only see the columns you want them to see in the edit/newforms. As long as the proper content type is set, your users will only see the fields you want them to see. Furthermore, with creative use of views and audience targetting of pages you can somewhat prevent these users from seeing columns.
Also, you can prevent users from seeing the different content types (under the new button) in the advanced content type page.
Is there a standard way to associate custom properties with a user? I need to store the number of items per page a user selected in a grid of a document library separately for each user and document library.
Edit:
Sorry about this vagueness, I wanted to do it programmatically. It seems like I've found the solution, it is UserProfileManager class, though I'm now looking into whether there is a limitation on the number of properties you can save this way for a user, because the easiest way of saving page sizes on per user+document library basis seems to be using GUIDs of Views as property names and numbers of pages as values. Though I don't know if it is more efficient or not, depends on how sharepoint stores these properties.
No, you would need to create custom code to store the data.
Given the potential amount of data created, it may be wise to store it in a separate database.
This would give greater flexibility in the way the data can be manipulated and retrieved.
Your question is a bit vague. Are you looking to do any custom code? You could do this many ways so it is difficult without knowing more of what you want.
Using custom code you could set up a workflow or event handler to respond to item events and record the information and store it using the User's Profile or as an SPPersistedObject.
If you want a less developer centric way to do it you can use auditing and simply do reporting on your audit results.
You could set up a list to store the selection data, then use events/AJAX on the document list to push tick/untick items into the selection list (store user, library and document as a minimum.
If you don't want a separate list, you could create a field in your document library that stores which users have a given document tagged... You'll still need some kind of event/AJAX to update the list when a user ticks/unticks the box. Crude :)