I am trying to split out what I originally wanted in a single form. The downside was that I wanted to keep multiple lists and I found that I could not use a single form with multiple lists.
What I am trying to do is to keep my customer information in a separate list/form so I can re-use it in a different application as well.
What I would like to do is give a picker to pick the customer from a list, and if the customer is not listed to allow the creation of a new one.
What I am wondering is how I can leave the main form, create the new customer, and then return to the main form but with the new customer information passed to the new form as selected. In ASP.NET one of the ways I would do this is through the querystring, but I am not sure if that is doable or preferred in Sharepoint.
Any thoughts or links to tutorials would be great.
Please keep in mind that due to access/security limitations I am trying to do this strictly through the browser and Sharepoint Designer.
Thanks!
With your access limitations, I don't see a solution that will allow the refresh of the original form to get the new data. You may be able to hack in some JQuery stuff to do this, but I just don't see it being an easy/value-for-time thing to do.
You may just have to allow the form user to save the form without customer info and come back to it.
A list view can then highlight forms with no customer info. This all depends on the usage scenario.
You can use the Source query string parameter to get you back to the original form after completing the new customer form. However, unless you add some code (either javascript or server side) you won't get the id of the new customer.
The best option is probably using jquery and the sharepoint web services. It's quite easy if you start with the right scripts, and you can do something like your original plan - make a simple form in a jquery ui popup.
You can also use javascript to manage linking between multiple forms, but you need to be careful about clearing out already entered form data.
Another option would be to edit dispform.aspx and add dataviews for other lists, along with appropriate add buttons, and add javascript to the new customer form that sets the value of a connecting lookup field. However, that tends to require quite a bit of messing about with list guids and other undocumented bits.
Related
I have a form built in Kentico and want to change the form action to point to a marketing automation vendor website (eloqua) to process the form. I noticed that there's no way to change the Action on the Form app, so I thought of using js to replace the action dynamically. I'm not sure whether it'll work, but another immediate problem I have is the field name/id generated by Kentico is so long (> 70 characters - e.g. p$lt$ctl02$pageplaceholder$p$lt$ctl03$On_lineForm$viewBiz$Company$txtText) and exceeds the length allowed by the vendor. Is there a way to shorten those names/ids?
To clarify, the reason I need to edit the name because the vendor allows to map (copy/paste) html name to whatever name it's using. I've tried pasting the whole string from one Kentico field and got the error message of exceeding character limit.
First part of the question, how do i direct a form to submit to another site?
In ASP.Net, the only way is to use javascript to alter the 's action url. Since you want to be careful where you edit this, i would use jQuery to replace the "Submit" button on your form with a javascript function that will alter the form before submission (so you don't mess up other postbacks)
$("button.MySubmitButton").click(function() {
$("form").attr("action", "http://TheVendor.com/PostLocation");
});
Next question is to alter the field names. If you absolutely MUST have form element IDs sub 70 characters, you will have to use Javascript again and it will break any postback-related functionality of the elements, so make sure the form is "as is" before doing it.
Again there is security concern because when you post to another location, you are sending ALL the data, including hidden asp.net inputs that contain viewstates and the like. You may want to take the time to 'eliminate' right before you submit any field that you don't want sent to the other site.
Something like this (Test it out a bit first though)
$("input:not(id*='txtName'):not(id*='txtEmail'),select:not(id*='ddlQuestion')").remove();
As #trevor-j-fayas points out, you can use javascript to point a form action to another url. While this does work you may end up writing a lot of javascript to not only point the form to a new url but also to do some data massaging (changing id's, doing url formatting, etc) before sending it to the target.
Additionally you lose some of the benefits of using a Kentico Form because the data never actually gets submitted back to Kentico such as email alerts.
I have worked in a similar scenario where were we sending data to Eloqua but instead of doing it client side we did it from the server by using either:
The OnOnAfterSave event on the BizForm control itself
The global BizForm submit hook BizFormInfo.TYPEINFO.Events.Insert.After
After the form is submitted to Kentico, our custom hook code runs which sends the data to Eloqua. In either hook you can fully access the Form metadata, field names, and submitted values. You can then craft an HTTP POST request and submit it asynchronously using a class such as HttpClient.
Is not a good idea from the architecture stand point and most likely not going to work without opening a huge hole in their vendor web site security. First of all how are they going to process the from if they don't know the field names, what if form fields change etc. Secondly you going to run into hell of trouble trying to submit form one site to another etc. What if the vendor site is not responding etc.
What you need to do is submit the form back to kentico web site i.e. process it on kentico web site and send email notification with results to marketing automation vendor website (the easy way for now) and redirect user to vendor web site.
Redirection and email - you can do out of the box without any programming. Actually to do all the above requires no programming and you get all the information recorded on your Kentico site.
I created a custom Type that has a UserPart attached to it.
According to this issue on GitHub you can't add a CommonPart to content that also has a UserPart because it causes a StackOverflowException but I would still like items of my custom Type to show up in the content list. I already store CreatedUtc and PublishedUtc in the custom PartRecord, can I manually plug these in somewhere?
EDIT: For clarification, my specific scenario is that I am building a public facing Orchard website based on existing data that was used in a private application up to this point. I have a legacy table with user accounts that need to be mapped to Orchard Users but they also represent travel agencies that visitors should be able to browse and that Orchard admins should easily be able to edit and create through the Dashboard. I got the idea to create a TravelAgency type with a UserPart from Sipke's webshop tutorial
Content Types do not require to have a CommonPart to show in the Content List. If i remember properly its done by triggering the Creatable() in your migrations.
Also if you have a UserPart, you could Lazy loaded or just reference it via Foreign Key.
Why would you like something like that to be part of the Content List? I usually keep my business-specific Content Types tucked away in a nice section, so there are easier to visualise and use for users.
There is definitely a bug but as they comment you could extend taxonomies to accomplish your task and keep in mind sometimes changing the Orchard Codebase might fit your purposes, you only have to keep track of your changes when you upgrade next time. I have done it a couple of occasions to fit my projects.
If i remember properly, its been a while.. If you look in the core code where the Content List is created it looks for Creatable() Types. digging even more inside the code, chances are the Query in charge will join the CommonPart, hence your problem. You could easily add another query in the controller and add whatever you are after. The problem though, will be refactoring the rest of actions to accommodate your your type too. Way easier isolating your new Type. had to look at it for you, check this baby: Orchard.Core.Contents.Controllers.AdminController
I have a document library set up with multiple different categories of document, and I'm using a metadata column to differentiate between them.
I want to be able to display two different document library web part on a page for different categories of file side by side. This is simple for one category, I just set up a list view filtered by the metadata column, but when I add a second web part alongside the first, it breaks the first one.
I have no idea why this is happening, but it seems like SharePoint isn't happy with pulling two sets of data from the same document library.
When I am editing the web parts, I can get them to both display the documents I want, but then when I click save, the first web part empties.
Not sure what other information would be useful for diagnosing or helping with the problem, so if I haven't given enough detail let me know. I am familiar with SPD as well as developing through the web interface, so if this needs a more complex solution that's fine with me!
Having spent some more time playing around with this, it struck me that I could probably achieve what I wanted using something other than a Document web part, and I was right.
Instead of using the somewhat inflexible document web part, I created a content query web part which only searched within the document library from my site, and filtered by the metadata column.
This way I can create as many queries as I like and they don't interact with each other in weird ways. It also has the advantage of being significantly easier to customise the output without needing to resort to SharePoint Designer.
Content Queries are the answer!
I've got a form that gets filled out in stages so I wanted to direct users to a secondary edit form part way through the process. Is this possible?
Hide and reveal using JQuery on the editform.aspx would be my initial choice. I've done this type of work for a very well known bank and it worked very well. Single form with different sections of the form to fill in dependant on the answers provided (and the user group membership)
If you actually want to maintain two lists and hence two forms and redirect between the two - I would look into changing the "source" querystring parameter in the editform so that on completion of the form, you get directed to an alternate location. Not tried it but it would be a sensible place to start looking.
I have a custom SharePoint application page deployed to the _layouts folder. It's a custom "new form" for a custom content type. During my interactions with this page, I will need to add an item to my list. When the page first loads, I can use SPContext.Current.List to see the current list I'm working with. But after I fill in my form and the form posts back onto itself and IsPostBack is true, then SPContext.Current.List is null so I can't find the list that I need to add my stuff into.
Is this expected?
How should I retain some info about my context list across the postback? Should I just populate some asp:hidden control with my list's guid and then just pull it back from that on the postback? That seems safe, I guess.
FWIW, this is the MOSS 2007 Standard version.
Generally speaking I try and copy whatever approach the product group has taken when looking to add functionality of my own. In this case they add their own edit/view/add pages via the list definition itself.
I built a solution that also needed its own custom "New" form, not open source unfortunately, though if you are interested you can download it, its called "Tagged Links" (Social Bookmarking for SharePoint) and you can find some links on my blog.
To give you a few hints and tips, the following should set you off in the right direction:
Created a new list definition.
Created a new Content Type In the content type you can define your own "FormTemplates" that references a Rendering Template which determine what gets displayed in the "Middle" bit of those forms.
Copied the standard Rendering Template, but then made the changes to it that I
needed.
Wrapped it all up in a solution, and deployed.
My Rendering Template actually included an overridden "Save" Button where I did a lot of the extra work I needed to do during the save.
Anyway, it is a little too much work in my opinion but, I think, it most closely matches the standard approach taken by the product developers. Let me know if you need more detail and I will see if I can put together a step-by-step blog post, but hopefully this gets you off on the right direction.
I would be surprised if you could do something in a _Layouts file that you can't do in a forms template. You have pretty much the same technologies at your disposal.
Looking at the way SharePoint works with ListItems and Layouts pages (for example "Manage Permissions" on a list item), I can see that they pass some variables in via querystrings:
?obj={76113B3A-FABA-4389-BC85-4BB2CC5AB423},6,LISTITEM&List={76113B3A-FABA-4389-BC85-4BB2CC5AB423}
Perhaps they grab the context back each time programmatically using these values.
I'm not using a custom "new form", so this might not apply. I added an event receiver to my custom content type and then do my custom code in the ItemAdded or ItemAdding events. This code fires when the event is added to a list. You can use the event receiver properties to get to the parent List, Web, and Site.
I'd like to think my issue is "special" here, since I am using a custom form. I chose to use a custom form rather than a custom FormTemplate simply because I'm doing a lot of stuff that's not very SharePoint list-like (making ajax calls to get info from a third-party app then generating some dynamic form elements based on that ajax result, then subsequent processing of that data on postback). I thought it'd be a nightmare to try this within the usual custom rendering template mechanism.
I also don't think I can supply the custom form declarations in the list definition itself, because I have multiple content types associated with this list, and each content type has its own custom form (the other type is thankfully much simpler).
Actually, my simple way of keeping the list guid in my hidden field was a very low impact way to address this specific problem. My main concern is that I'm not sure why the SPContext just loses all its usefulness when I postback here, which makes me think I'm doing something wrong.