I have a SharePoint task list. Each task in the task list is for a Client, and there is a drop-down on the task entry form to select the client. The drop down is populated from a Clients list.
Each client has a tier. Tier is a field in the Client list.
What I want to do, is when a Client is selected in a New/Edit/View form from within sharepoint, I want the Tier to display.
I've created a Custom List Form in SharePoint designer, added a row to the form for the tier, but can't figure out how to populate the tier. I don't want it to be a form field, just to display for FYI purposes.
Any help would be appreciated.
PowerForms supports external calls to SP lists or web services and displaying data in your form. It should do what you need.
You could use jQuery to do this. There is a community-driven jQuery Library for SharePoint. The SPCascadeDropdowns function is probably what you need.
Related
Currently I have created a travel request form using Sharepoint 2013 and Infopath 2013 that once you submit the form, it creates a line item on the list as well as workflows to their managers for approval.
Once the managers have approved the form, on the form itself there is a field called "Approver" and "Approved On" that shows when and who have approved the form.
I want the users to be able to open the form and have a button to export the approved form to PDF. Is this possible?
Thanks for all the help!
You may want to move this to http://sharepoint.stackexchange.com, a sister site of StackOverflow.
What I always recommend (as I work in the InfoPath / PDF business) is to attach a simple workflow to the associated forms library using a workflow tool of your choice (SharePoint Designer, Nintex Workflow, VS Workflows).
Make sure you export the relevant InfoPath status field to SharePoint so you can read the column's content in your workflow. In your workflow check if the status field is 'Approved' and if it is run a PDF Conversion action.
Now, for the big trick, the 'PDF Conversion' Action. No such action comes with SharePoint out of the box, but it is available from third parties. Google for the appropriate search terms, e.g. "Batch convert infopath using workflow" and you will find several solutions. (Disclaimer, I cannot link directly as one of the solutions you will find is one that I worked on)
Probably it will be interesting for you to use already existing business solution - PDF Share Forms. It is PDF form integration to SharePoint with bi-directional data synchronization (form field contents synchronizes with SharePoint columns automatically both directions). Support for archival, versioning, form flattening, workflows. Filled in form could be sent to a person, who filled it in, etc. www.pdfshareforms.com for more info
(I work for PDF Share Forms)
I have a list in sharepoint which maintains particular month OnCall list,and we are maintaining employee directory in sql server. My requirement is to get complete data from sql server and show it in sharepoint and compare with sharepoint list and show small icon for the employees who are On Call for that particular Month. Can anyone please suggest me the waus of implementing this.
Thanks in advance.
Update: I have finished the part where I have to connect to the sqlserver database and get the employees information. For this we are using 3rd party web part to connect to the sql server and pull the data from the table. Now I have to show some kind of image on the employee name to show that he is on-call for that week. We are going to cretae custom list for maintaing the list of people who are on-Call. Can anyone please advise me on how to accomplish this.
Write a custom webpart which will pull the data from the list using sharepoint object model and SQL server using ADO.NET and do the said comparison.
If you were looking for out of the box, I am afraid there i too little information given here to analyze if its feasible out of the box or not.
If you have the SharePoint Enterprise version, you can look at using the Business Data Catalog. This will let you bind columns to external data sources. This might provide you with the functionality you're looking for.
If you do not have the Enterprise features, do you have access to deploy WSP packages and custom code?
You will have to write your own data access to your external data source. Your options would be to have a job that pulls data from the external data source and populates SharePoint list(s) or create a custom view that pulls the external data on-demand.
You'll have to come up with synchronization strategies. Meaning, is the data in the external SQL data source static, reference information that does not need to be updated depending on what a user does in SharePoint? This seems to be the case based on your question. If you do need to update the external data source, you'll have to hook into the on save event (so probably a custom event handler that listens for ItemAdding) to update the data, validate, and optionally cancel the operation with an error message.
If you can't deploy WSP packages / DLLs, you could take a look at the jQuery SharePoint library. This will let you interact with lists using jQuery. If you also write a WCF or Web Service wrapper around the data you need access to from your external data source that is accessible from the SharePoint environment, you can use hack together a solution.
To accomplish this you'd need to place a Content Editor Web Part on the page you need custom data access. In there you will write the code to reference the jQuery javascript library and jQuery SharePoint library. The code will have to make the calls to your external data service and make any updates you need.
This is the least reliable method to accomplish what you want since it's entirely page-based and can be broken by simply disabling script or someone editing the CEWP or removing it altogether.
If you don't have access to place a CEWP or any of the other solutions, then you have no options at all.
it relatively easy now to pull all the data using the third party webpart and saving it into a custom list. I would recommend you not only creating custom list but also creating the content types for this list. take a look at SharPoint MVP's post about creating a Custom List with Content Types
I just finished my first web Part for Sharepoint WSS 3.0 and I'm very excited.
What it does is that just makes a connection to the TFS (team foundation) to get the OPEN and FIXED bugs by Sprint (We actually use SCRUM agile Process). Then takes both values (open & fixed) and puts them in a sharepoint list. A chart is fed with that list (using codeplex's web parts).
In the other side the web part retrieves information about the current team names from the Project Server, it follows the same procedure but it just feeds a Sharepoint list.
Any recommendations on performance or anything else would be much appreciated.
PD. i will set this as a community wiki 'cause there is no correct or wrong answer, just waiting for your feedback =D.
I'm a bit confused... Your webpart populates the list with values from TFS?
If you use a webpart, the list is populated only when someone visits the page and EVERYTIME someone visits the page.
Wouldn't you want to populate your SharePoint list using a console application or a SharePoint timer job that runs every so often?
To go a step further. Use federated search. In SharePoint (MOSS) you can specify locations (content sources) for the search service to index. This data will then be queryable in your sites. Using either custom scopes / customized search queries you can retieve data and then filter / display it on your sites.
I am trying to show events from a calendar in the main site to a calendar in a sub-site of the main site (or vice-versa)...I can't alter any server files or use custom-built web parts...is there anyway to do this w/ OOTB moss 2007?
Altering Server files is a big no-no anyway, so that's good :-D. YOu could try using SharePoint designer to create a so-called aggregation webpart, pulling data from all sites in the site collection (which of course get security trimmed by sharepoint, so people see only what they are allowed to see).
YOu can create use a DataFormWebPart in SharePoint designer to build an aggregation webpart. This is still ootb, but allows you to configure the datasource: i.e. have the datasource query the entire site collection for calendar items, then display them in a list. Disdplay them in a "new" calendar will be a lot of work though.
There is no way to "copy" or deisgnate specific calendar items to be visible in specific other calendars, this will take custom code.
Not strictly OOTB MOSS 2007, but I recenlty wrote an article about syncing any list using a simple workflow. As a Calendar is just a list it works for that as well and it maintains the Calendar look and feel.
Check it out here, it works great and deals with attachments as well. As it is part of a workflow you can add your own logic easily, e.g. Only sync calendar events that have field 'x' set to 'y'.
I wanted to point out that RSSBus Web Part can handle a task like this with minimal code. This, although not ootb is quite simple and does not require use of SharePoint Designer.
<rsb:import lib="RSSBus.SpsOps"/>
<rsb:set attr="url" value="http://mysharepointsite/subSite/"/>
<rsb:set attr="list" value="Calendar"/>
<rsb:set attr="user" value="someuser"/>
<rsb:set attr="password" value="theirpassword"/>
<rsb:call op="spsListItems">
[[sp:name]]</br>
</rsb:call>
The code above can be placed within the RSSBus Web Part on the main site and through the use of "SpsOps" have access to all lists/items on all sites/subsites.
-S
I have a couple of questions regarding SharePoint 2007.
Is it possible to bind a List View Web Part to SQL Analysis Services using SharePoint configuration?
I have two webparts. When clicking one row of a List View Web Part, I want to show a chart in another web part based on the value on the clicked row. How can I achieve this functionality? Is this possible without writing any code, just by configuring?
What you want is the functionality delivered in PerformancePoint, which comes with a SharePoint E-Cal (although it was originally a separate product). The PPS Dashboard Item Web Part does exactly what you're looking for.