I am using the PublishingWebControls:SummaryLinkFieldControl and would like to add another field for the Group Description (In addition to the Group Name).
The default field available is the Group Name and Group Items. I really need an option to to hold the Group Description as well.
Is this possible without customisation?
You'll definitely need to customise to a certain extent!
I know you can create create new item screen by modifying CmsSlwpAddEditLink.aspx (search for it)
Though it seems like what you're after is modifying the creation of the Group.
Rough guess: Figure out which content type the list of fields is based on. Add your field in. Find the .aspx which fires when creating a new group (google it) , drop the field syntax into that and see if that works.
Let us know if you find a solution.
Related
I need to create list of products (with details like date of orders, etc). But I want to also add files for each product, like order document, leaflet, etc and of course I want to have possibility to filer/group by files. I try to create column with files in, but I fail. Maybe I can link somehow documents from Library to items in list?
Can someone help me?
thanks
I got the feeling the best solution to use here would be document sets. It is both for SP onPrem and online
Basically a document set is like and item with metadata and a folder for files at the same time.
Update1
for SharePoint Online (onPrem the steps are very similar, just the look and feel is different)
go to sitcollection features and activate document set feature.
go to content types settings in sitecollection settings and create a new content type
when creating content type make the content type inherit from document set content type
then add some columns (like text fields, datetime pickers etc. whatever is needed, You may also have status column)
after that in the document library You want to use the document set go to list settings and in advanced settings turn on content type management
add the new document set content type (You may also add this ct as default one)
when adding new item select the new content type. You will have the new form with all the defined columns, In the item You may add files like You would add them to the folder. Being in the item You may see the properties in the right property pane
I hope this solution is what You need :). I think it is the best OOTB solution that I can think of for Your problem.
Update2
please also check this link for a similar step by step instructions but with screens.
I'm passing a parameter to a PowerApp through the calling URL called ID, i.e.
https://web.powerapps.com/apps/powerappid?ID=32
When the app launches I want it to jump from BrowseScreen1 which lists all the Business Cases and go straight to the Business Case with the matching ID (a field from a SharePoint list).
I'm brand new to PowerApps but pretty sure what I need to do is called Deep Linking and I found this tutorial https://powerapps.microsoft.com/en-us/blog/powerapps-deep-linking/ and having read the comments to the article I'm trying to apply it to the OnStart property of BrowseScreen1. I don't really understand how the navigation link in the tutorial is constructed so I'm sure I'm using the wrong Navigation parameters as it always launches the first record in the list ignoring anything to do with the ID. I'm using:
If(Not(IsBlank(Param("ID"))),Navigate(DetailScreen1,
None,{ID:LookUp('Full Business Case For Review'.ID, ID =
Value(Param("ID")))}))
'Full Business Case For Review' is the name of the Sharepoint list and ID is a unique field that gets assigned to each list item.
The tutorial doesn't mention having to change anything on the detail screen but I've also wondered if I need to perhaps change the item properties there as they are currently:
BrowseGallery1.Selected
I'm feeling out of my depth and would really appreciate some help on this!
Thanks,
John
Yes, you need to change the Item property in the detail screen. This is because there is currently no way to select an item in a gallery programmatically in PowerApps.
I normally get around this by using a global variable to store the current item, so you can set BrowseSreen1.OnStart to this
If(Not(IsBlank(Param("ID"))),
Set(CurrentItem, LookUp('Full Business Case For Review'.ID, ID = Value(Param("ID"))));
Navigate(DetailScreen1, None)
)
This will store the item with ID equal to your parameter as a record type variable.
You also need to change the OnSelect property of your BrowseGallery1's template or whichever control is used to navigate to the detail screen. It will need to be something like this
Set(CurrentItem, ThisItem); Navigate(DetailScreen1, None)
Finally set the Item property in the detail screen simply to this
CurrentItem
We currently have a number of workflows in our organization that require users to add an item to a list via a form, but then not be able to edit that item unless given special permission to do so.
For example a user submits a leave of absence request and it is routed to their manager. The 1st level manager might approve this request and the workflow continues. While the request is in the managers hands it cannot be modified by the original submitter, however if the manager rejects it or requires revision the original submitter should then be able to edit.
Is this possible? The best strategy we could come up with for this is multiple Lists to handle the different levels of security required for this. Are there better ways of doing this?
SharePoint seems to have a very open concept of security within an SP site and maybe were just trying to fit a square peg in a round hole.
Thanks!
How about Remove permission for that user/for all user using workflow itself?
http://spcycle.blogspot.jp/2012/01/how-to-create-workflow-to-change-item.html
http://shareapointkiran.blogspot.jp/2012/06/addremove-permissions-using-sharepoint.html
And then give it back when manager approves/rejects
I had a similar problem and solved it with a quick and dirty solution.
In our case this quick and dirty solution might be even easier.
You could add a hidden field that has an default value of for example 0.
Then you add a (formating) rule to one of the fields that should be deactived.
The rule should deactivate the field if the value of the hidden field is not 0.
This rule can be copied to every field that should be deactivated too.
Now add a set field action to your workflow that set the value of the hidden field to something else than 0, for example 1.
To make a hidden field you can define formating rule with a condition that is always true.
Now if someone creates a form the workflow will set the value of your hidden field to 1. The rule of the fields that should be deactived will now deactivate the fields.
Hide the field
Deactivate the field rule
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.
I've created my own solution with a custom entity of type activity. I'd like to show a message whenever a new instance of it is created using an existing contact but not allow the user to create one, if only attempting to do that without going via contact.
Basically, my aim is that it won't be impossible to just create that activity (the form will be hidden directly at any attempt except for one way only). The user will have to go to contacts (or leads etc.) and in there add and create an instance of the custom activity entity. That way, I can assure that the field "regarding" will be filled out already.
I'm guessing that I need to detect somehow that the opening of the form is a creation attempt. How can I do that?
Also, as it is now, the user can't create a contact-less activity of the custom type because it doesn't appear on the menu with other activities. I must have disabled it somehow but I have no idea how. Anybody who has one?
You could do this a bunch of ways but the easiest would probably be to:
Make the regarding field read only.
Make the regarding field mandatory.
That way if a user opens a create new form they wont be able to set the regarding and because its mandatory they wont be able to save the record. When they open via an existing contact the regarding field will be mapped automatically. That said in this case just making it mandatory my be enough.
(As a side JavaScript can be used to identify the current form state, but I'm not sure how useful that is here).
In terms of where custom activities appear, by default mine show in a number of locations, for example:
CRM > Workplace > Activities > Ribbon > Other Activities > XXX.
CRM > Workplace > Activities > View Selector > XXX.
They don't show under the left hand navigation of the workplace because they are grouped under 'Activities'. I'm pretty sure these are all the default settings.
You can exercise greater control by editing the sitemap, where you can put pretty much anything, anywhere.
In addition to Mr Wood, I'd like to show you some code. It works as supposed to but I'm not sure if it's optimal.
var foo = function () {
var whatIsGoingOn = Xrm.Page.ui.getFormType();
if (whatIsGoingOn === 1)
alert("Let there be an entity!");
else
alert("Not a creation...");
}
The other states' (deletion, update etc.) numeric values are listed here.
Answering the second part of your question:
When you create a custom activity you can choose whether to have it appear in 'normal' Activity menus or not by checking the box at the top right of the entity form. This is a once-only choice as far as I know and can't be changed later.
For your setup, I would suggest NOT checking this box, so it does not appear in the activity menus to avoid users even being tempted to do it that way.
Instead, add an explicit relationship to the activity N:1 to Contact, and another N:1 to Lead. Use this relationship to add your activity to the left navigation of Contact and Lead forms, or add a grid for them (depends on how you want to use this and if you need to filter the view to something other than the default "Associated View").
When a user navigates to this section they will see if any previous activities of this type exist, and be able to add a new one. BUT this means that the child record is a child via this relationship, not using "regarding", so use a script on the form for the activity so that if Contact is filled in, it is copied to Regarding, and if Lead is filled in then that is copied. If neither, then use an alert or other means to warn the use that something is wrong (see comment earlier). If you want Regarding to be read-only but filled in by script, you will need to make sure to use the force the value to be saved:
Xrm.Page.getAttribute("regardingobjectid").setSubmitMode("always");
You must have the lookups for Contact and Lead on the form to be able to use them in your scripts, but you can make them not "visible by default" so they are there but not seen by the user (and taking up no space).