I am wondering if it is possible to have a custom form in Sharepoint 2010 where I am able to add/edit a calendar event and access the attendees list that is normally visible on the workspace page.
I assume that perhaps I need to at least hard code a workspace to be selected as I believe attendees need to be assigned to a workspace.
Open to suggestions as I'm new to Sharepoint but seems crazy having to create or link to a workplace for each event.
Greatly appreciate any help.
#WashBurn not sure if this what you are looking for. Goto your calendar - list settings. goto the "Content Types" section. click the content type...should be event. from there click "Add from existing site content types " and attendees should be in there. hope that helps!
There is a simple (unfortunately not intuitive) way to achieve what you are trying to do.
click on list settings for your calendar list. You will see about half way down a section called content types.
![enter image description here][1]
Click on the event content type (which should be there by default.
this takes you to another similar screen where you can simply add the attendees column.
Once you know that attendees are part of an event it is then intuitive.
Hope this helps.
This is one of many nasty little things that come up when you try to build your meeting management on SharePoint. Other very common problems include integration with any e-mail client, first of all Outlook but not only, sending meeting requests from SharePoint and handling the respoded attendee's status...
The SharePoint calendar e-mail extension is a third party solution that might solve your problem.
Here is the link: http://www.sapiens.at/en/products/pages/sharepoint-calendar-e-mail-extension-3.0.aspx
Every SharePoint list (wether it's document library, calendar, lnks or custom list) have both a Create Form, Edit Form and a Delete Form. Each of which you through SharePoint designer can create your own custom versions of, in your case, this is needed to edit a Calendar List item with its associates/attachments.
Read one of Microsoft's own guides on how, here
Although this is a very old post, i just ran into the same issue and figured out a way to solve this issue.
Simply go into the Content Type 'Event' and add the Column 'Attendees' :)
Then you can also use the attendees as input for a workflow, e.g. to notify them on Event creation/update. i attached two Screenshots to show how you can do that using SharePoint designer!
With this phrase you can add the Link to the Event into the Mail Body:
[%Workflow Context:Current Item URL%]
Hope that helps other people in the future.
I believe I have the solution we are all looking for.
Create a standard event calendar (the one that does not have attendees)
Add the 'Schedule and Reservations' content type to the calendar from the list settings page
Modify the 'Calendar' view so the filters read
attendees is equal to me
OR
attendees is equal to
The second entry is completely empty but allows SP to match for no attendees
You can add more columns with OR statements if you need to be sorting based on additional groups
This worked for my needs, hope it works for everyone else
Related
Is there a way to config the sharepoint event-form-webpart in a sp teamsite to use only
- whole day events
- only with field category as descritpion
- hide fields location and description
I want to use it as a absence-planner.
I only found the way to choose own categories in the listsettings of the calendar.
whole-day-event-column is not being showed in listsettings!
How can this be done in sharepoint-designer?
If this is a modern site...it's not possible to edit the modern webparts with Sharepoint Designer or from inside the Sharepoint UI, currently. You might be able to do it with the Office 365 CLI and Powershell: https://pnp.github.io/office365-cli/
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You can however, do this with a classic events list. From inside the list settings, you can go to "Advanced Settings" and make sure you have management of content types set to "Yes".
Then, on the list settings page under the content types header, click on "Events" and you will see a list of the columns. You can click on the column and hide it, and it will no longer show when you add a new event from the classic calendar view.
This doesn't work for the all day event part of your question but you can also edit the form using jquery: https://hpatel.wordpress.com/2014/06/05/sharepoint-2013-how-to-hide-all-day-event-recurrence-and-category-fields-from-calendar-new-item-form/
You could check the checkbox with something like:
$('input:checkbox').prop('checked', true); and hide the time fields.
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If I was doing this I'd give the user a form (http://forms.microsoft.com) and then tie it to my Sharepoint calendar through Power Automate (Flow). You could even work an approval process into it so that you could approve their request to add it to the calendar or reject it and send them an email.
I need to display account notes across all opportunities. typically a MSCRM creates a blank Notes section for each new Opportunity you create inside a account, but I need to display a running Account dialog of conversations to review in one continues notepad (means display all notes).
Can anyone tell me how I can display all notes in the opportunity form?
Is this possible without coding (or in fact, with coding!)
Thanks in advance,
SD
Well you can do this a few different ways.
1) The easiest way is to add an IFRAME and then point to the applicable Account notes container. You'd have to set the "id" attribute based on the account. Here's what your IFRAME url will look like:
/_controls/notes/notesdata.aspx?EnableInlineEdit=true&EnableInsert=true&id=%7bEF88BCAA-C3EB-E111-B142-78E7D162EE67%7d&ParentEntity=1
2) If you are only wanting to display the notes and not allow for a user to edit them (read-only), then you'll need to use fetch to query the annotations where the related id equals the account.
Just to be clear the on requirement here.
I believe you are saying: Each Account has multiple Opportunities, each Opportunity has many Notes. On the Account you want to show all the Notes for all the Opportunities.
I don't think you can achieve this with out of the box functionaility, I would suggest creating an SSRS report and iFrame'ing it in.
I've just started to look workflows in 2010 which seem pretty good but I can't find seem to find out how do something very simple.
Basically I'm creating a lost property list and workflow, essentially anyone can add a new item to the list for an item that they've found. Next anyone can make a claim on an item in the list which should then email the admins where they can investigate and close claim if the rightful owner has claimed their item.
Should be very simple and would take me no time in .net but not in SharePoint! Any suggestions on how I could do this?
I've been looking at SPD workflow tasks and not really getting anywhere. My next step is to go into VS2010 but this seems overkill for such an easy task.
Thanks
Dan
what is your intention to allow someone to "claim?" are you intending to enable a "claim" as just a flag and a workflow sending emails to the admins?
Create a Yes/No field Claimed with the default value set to false.
Create a SPD Workflow that would start OnItem Create.
In this workflow add an Action that waits till the Claimed Flag is set to true.
Then you can send the email to the administrator (also with an SPD activity).
Optionally you can delete this item from the list after a period of time.
Based on my understanding of your question and the fact that we tried something similar a while back, I have created a blog (my first blog entry!). Below is the link, feel free to leave comments;
http://sp10tech.blogspot.com/2010/10/creating-simple-workflow-using.html
Alternate Idea;
Maybe use two lists. One for items lost and one for claims. This way you can have multiple claims on each lost item. Add a field that references the claims list so the user can select it. Then simply have the administrators use a out of the box alert mechanism. No need for elaborate work flow.
Can I alter the Alert system in SharePoint, I want an email sent to different people based on what buttons are selected in a list.
I think the answer to your question as far as I can follow it, is that you can do it by triggering a workflow when list items are created.
How to automatically print a form when a new item is posted to a list in SharePoint?
I created a list in SP, with customized Entry and Edit forms and a workflow that connects them. Every time a new item is posted the Entry form needs to be used, but when I click submit I need the workflow not only to post the item to the list, but also generate a 'Print form' that can either saved or printed.
Considering the event, adding an item triggers an SPItemEventReceiver.ItemAdded. You would call your printing code from within this event, and deploy the functionality through a Feature.
To give a really specific answer, you'll need to explain a bit more - where should the printing occur? On the machine from which the list was modified, or some central printing location?
More generally, Sharepoint can trigger a variety of events. Ishai Sagi's blog has a user-triggered solution that may give you some ideas. You could use a Javascript event as explained here. You could even send a specially-formatted email to a computer with Outlook running, with a rule that triggers a print.