I have a profile weblog that contains all our users details (fields seperate from the membership).
These users can submit application forms with the use of a SAEF (stand alone entry form), which will be stored in an applications weblog. Inside this applications weblog, I have a relationship field which assigns a profile to an application.
Inside this application, radio buttons are contained to allow an admin to change the status of that application (an example, a judge views an application for Joe Bloggs and sets this application to “winner”).
What I essentially need to do is filter out all the profiles that have not been set to a number of status’. So if I apply for an application and the judge is yet to view this application, my profile should not appear in the search results. My idea of this is that I would somehow have to intertwine search results with a reverse related entry tag, and as my knowledge of the search module is limited I am at a complete loss if this is even possible.
As you can see, not only do I need to search by custom field, but the profiles that will be displayed should be determined on custom fields contained in the application entry.
I would suggest using the "status" option instead of the radio custom field.
Why? Because you can accomplish the same thing you want to do with the radio field and you can set what entries you want to return in your search results.
For example, you have a status group called: "Application", which is assigned to the that weblog/channel
Within the status group, you will have three options: Pending (waiting to be looked at), Loser (judge sets it to this because it is not a winner, or just as pending), Winner (judge considers that application a winner).
Then in the search tag, you would set what statuses it will return in the search results
so if you want to only return applications/profiles that were marked winner, you would set the status="status_id" (this will be the id of "Winner" status)
Related
We have a list containing the ADUsername and Boolean field (Yes/No) columns. Based on the logged in user we are fetching this list item and corresponding value for yes/no field.
Now we want to change the look of the SharePoint site based on this value.
Yes=Blue suitebar and top bar.
No=Green suitebar and top bar.
Possible solutions we have envisioned:
Composed looks (we have worked on this but not sure if they can be changed on run time)
Master page (creating master page with hardcoded blue/green color, but not sure if it is possible to call master page at runtime)
I believe both above methods will fail as there will be multiple users accessing the site at same time and changing the master page/composed look at run time is not feasible.
The 3rd method we were thinking of is to use Javascript on the Master Page using client object model to detect the list item (yes/no) value and change the CSS colors/file dynamically.
Let me know your views on this approach or other possible solution. Thanks.
I have scripts that react off of, for example, a client Recalc client event. For example, on my form I have a subtab that users may add or remove items from. Based on actions on this subtab (housing a child record of the parent) I would like a field on the parent to update (say to show a total from the children records).
As I was saying, these events seem to work fine if in edit mode but they do not work correctly in view mode. (even in view mode these child records have a "Delete" option at the end of each row in the subtab. This was provided by netsuite by default.
I wondered if anyone had any tips to best allow this parent field to update real time while in updating the subtab rows with the form in view mode.
Thanks.
You can make a custom field on the parent (header) whose value is determined by saved search. For instance, make a saved search that totals the line values by transaction. Be sure to make it filter by transaction in the Available Filters tab. Make the search public so everyone can use it.
Create the custom field that sources the total from the saved search. Make sure to uncheck the "Store Value" checkbox, as you don't want to store the data, you want to reference the search results. You do this on the Validation and Defaulting tab. You'll see a field for Saved Search there. Choose the search you created above.
As you remove/add/change lines on the transaction, the field updates accordingly. In essence, you don't need a single line of code to make this work - it's all in how you create the search and the custom field that references it.
I have a similar situation posted here.
The NetSuite team answered me by email, and it happens you can't really achieve this on the view mode: some API methods are not available. Their suggestion to my case (and I think it applies to yours too) was really to force a refresh on the whole page.
Of course, you can always achieve this accessing the DOM elements directly, but this isn't a best practice, as your code can stop working if these elements change on a version update.
I had the same problem, I'm not able to restrict on view or remove edit button. But, there was one alternative solution with workflows, you can deploy workflow on child record edit mode restrictions, then if the user clicks edit on view then the record will not be available to edit. This concern will apply to custom record as well.
My application has documents for Companies, and for Clients. This is a many to many relationship; a company can have any number of clients, and a client can be a client of many companies. The relationships are stored by creating a response document to the company, with a field containing the ID of the client document.
I would like to be able to show fields from the client document on the company's XPage, and I've been trying to do this with repeat controls. I created a view of all the link documents, and used that to create a repeat, filtering it with the current document ID to collect all the links that the current company has. This allows me to list all the IDs of the client documents associated with that company.
I have been trying to work out how to pass this ID to a repeat control nested within the first one, either to use it as a filter on a view of all the client documents, or to use it as the data source document ID directly. Is this possible? If not, how would I go about showing data from the client document on the company page?
When you specify a repeat control you specify the variable that contains the instance value. This variable name is visible to anything inside the repeat control. So your variable would contain the UNID of the client documents one at a time. E.g you call it ClientDocID. You put a panel inside that repeat control. That panel can have its own DominoDocument data source. The datasource can have new, display or edit as default action. You pick "display" which requires a DocumentId to be provided. Select "computed" and simply use ClientDocID as formula.
You can suppress rendering of HTML for the panel (check the properties), so it would fit e.g. inside a xp:tr.
Hope that helps
So lets say that I have two views, one that is the default and another that can be triggered with a button. Is it possible to switch views, then have the view that you switched to become the default view? So that if the form were opened again it would still be on the view you switched to?
If not, is there a way to have a part of a form read-only to a certain group in SharePoint and editable to another group?
Or even better, could I have an email sent out to with different views to different people?
Thanks!
No, it's not possible to set the default view with a button/code. You'd want use a different approach (something similar to the State Machine Pattern)
Create a "State" field, that represents the actual state of the form (usually the same as the views). So when the button is pressed, it sets the State-field to "View2" and switch the view to View2. In the form load rules (Data - Form Load) you create a new Rule that changes the view based on the value State-field.
Yes, setting different section of the form to read-only for specific groups is also possible, however it requires custom code. For each section create a new field (like "Section1Enabled"). Then create a new conditional formatting rule that disables Section1 if Section1Enabled is false. In your form's load event, you add code that that decides whether the current user is in the specific group or not and based on that, you set the value of Section1Enabled.
You can do with SharePoint's UserGroups.asmx or with the SharePoint Server Object Model (google should help you out with that).
In my SharePoint List, I have an "Employee" column that is a User type field. I would like to add some custom Business Logic to the processing of this field.
Currently, when the user adds a row, I check to see if the user is an Employee or a Manager and then change the behavior on this column accordingly. I do this by statically rendering the field in my custom "ListForm Rendering Template", just before my custom ListFieldIterator. I simply use a standard SharePoint FormField (and FormLabel) control. In the markup of the FormField control, I specify the FieldName (Employee) and an event handler for the Load event. In this Load event, I will check to see if the current user is an Employee or Manager (using two different SharePoint groups). If the user is an Employee I set the value of the field to the current user (this part works perfectly). I also want to change the field so it can't be modified. I thought I might be able to just change the ControlMode on the field (in the code of the OnLoad Event Handler) to Display, but for some reason this has no effect. The field still renders with the full, people picker editor. Am I not changing the fields control mode soon enough? Or is this simply not the correct approach? The other logic I want to put in is if the user is a Manager, I would like to allow that user to select the person from a list (SharePoint group) of Employees. It may be easier to just use the people picker and limit the selectable users to that group. (I think I can do this with the SelectionGroup property.) Although, it would be better if I could just provide a dropdownlist of users, which I could possibly do with a hidden dropdownlist that I would show and event handlers that I could use (handle event selectedindexchanged) to pull the value selected and populate the (now hidden) Employee (user) field. Does this approach make sense? Assuming all that will work, the real difficulty I am having is with changing the ControlMode (rendering) on the field (when the user is an employee) to a label or some kind of read only control, which is how that field renders when viewing the row, which is why I think if I can just trick the control into thinking it is in Display mode then it should work perfectly!
I am still learning SharePoint, but I am very proficient in ASP .Net. This is why I would like to keep my customizations in this Custom Rendering Template, using code behind and leverage my existing skill set as much as properly.
Any thoughts, opinions or advice? Does anyone know why I can't get the column to switch the "Control Mode"?
I do not think that I fully understand your scenario. Some code samples could help.
But anyway it sounds like you want some heavy customizations of the user field. In that case you might want to have a look at creating a custom field with all its advantages and disadvantages. Have a look at MSDN: http://msdn.microsoft.com/en-us/library/gg132914.aspx
Another option might be - in case you do not want to re-use this column in many list definitions - that you can get away with your custom rendering template and create a custom create/edit form where you implement the specific edit behaviour for the field (plain ASP.NET with some SharePoint controls). Here is a nice walk-through on how to grab a custom edit form from SharePoint designer: http://community.bamboosolutions.com/blogs/sharepoint-2010/archive/2011/05/12/sharepoint-2010-cookbook-how-to-create-a-customized-list-edit-form-for-development-in-visual-studio-2010.aspx
I hope this helps. Kr., Bernd.