We have set up a SharePoint meeting workspace (using WSS 3.0) for our weekly team meeting. As part of our process we will enter tasks and assign them to individuals during the meeting.
Unfortunately the task lists are specific to a particular meeting. We are looking for a way to roll up all of the task generated during our weekly meeting into a unified view. Is there a way to create a view using CAML that will do that?
I know we could use a separate task list outside of the meeting workspace, but then we'd loose the meeting context the task was generated in.
A WSS 3.0 solution would be preferred!
If all it is is one list in recurring meeting, then you can press Actions -> Show List Items From All Meetings (something like that).
If you want to aggregate multiple meetings and/or lists ->
For MOSS, you could use Content Query
Web Part, but you would have to do
some formatting and other stuff to
have it display it more like a
list-view. Artricle on how-to
here.
You may use SPDataSource and Rollups
with the Data View
Programmatically, for MOSS and WSS,
you could use SPGridView object for
SPSiteDataQuery query results.
SPSiteDataQuery (examples) can
query all list items based on list
template.
There is also an option to do Linked
Source in SharePoint Designer, but I
would not recommend that as it is not
dynamic (well, you have to type list
urls manually every time you add new
list somwhere). If someone is
interested see here.
For a regular SPQuery on recurring meetings, you have to set SPQuery.MeetingInstanceId to SPMeeting.SpecialInstance or other value to either query a specific meeting or all meeting items.
Related
How to get links of some Sharepoint Query to a central place
I am facing an interesting problem. For an application, I need to collect links (and some metadata/properties: year, company_division, type and date_document_modified) from a large number of Sharepoint sites based on some query mechanism, and subsequently put them in a Sharepoint list at a central location on some central Sharepoint site. Connected to this Sharepoint list will be a Logic App that has a trigger task of ‘when an item is created or modified’ on this list. Note that the ability to use of LogicApp on a list of links is a must in the solution, sadly I’m bound to this, and thus not looking for alternative solutions.
To do so, I want to query the whole of a certain Sharepoint environment where I want to i.e. get all document urls, year, company_division, type and the date_document_modified for a query like ‘type:"notes" company_division:"division1" year:”2020”’, and get these properties automatically transferred to a list based on this query. Is there a possibility to do this from just the general Sharepoint GUI? So the flow is: Query -> Results -> Output to some Sharepoint list. If no, is there a programmatic way to achieve this kind of solution (I would much rather prefer a non-programmatic and simplistic way though)? Output in the list would have to look basically like this:
document_url
type
company_division
year
date_document_modified
url1
notes
division1
2022
22-09-2022
url2
notes
division1
2022
22-09-2022
document_url type company_division year date_document_modified
url1 notes division1 2020 22-09-2022
url2 notes division1 2020 22-09-2022
Also, I would like to be able to automatically schedule the Sharepoint query to run once every X days in some way or another (preferably using the Sharepoint GUI, but otherwise maybe with PowerAutomate or something). With this, I would also – if possible – like to be able to modify list elements, for example when a new entry is added that has the same url, type, company division and year, but has a new ‘date_document_modified’.
Is there any way to achieve this without too much programmatic hassle and if not, are there programmatic ways to achieve such a scenario?
I'm a coldfusion developer, and I've been asked to rewrite a coldfusion application for SP 2010. I have no SP experience, but I'm now the SP admin.
My application is a waiting list for customers that enter a service center. The customer is entered into a List that tracks the following:
Name
Location (drop-down list of physical store locations. no multiple/custom values)
Check-In Time (timestamp for when customer was added to list)
Service Required (drop-down list, not allowing multiple or custom values)
Staff Member Requested (option, user select box)
Time Seen by Staff (timestamp when list item edit begins)
Seen By Name (name of user that edited record)
Time Finished with Staff (timestamp when list item edit is saved)
There are a few pieces of functionality that I don't know how to build into this list.
1
The records on the list view must be automatically filtered by the location column. The location to be viewed should be based upon the users group membership. (one group per location)
The Time Seen date/time field must be a timestamp that occurs when the list item is opened for editing.
The Seen By name must be automatically entered when when the user opens the list item for editing.
The Time Finished timestamp must be automatically entered when the user saves the list item after editing.
I don't expect anyone reading this to create this for me, but I would truly appreciate any tips, suggestions, or tutorials you can point me towards that will help me to accomplish these goals.
You will have to create such a list with the SharePoint Administration. You have several possibilities to do this. You can build them in you web browser using your SharePoint Site with the necessary rights, you can use the Microsoft SharePoint Designer (similar, less functionalities but in my opinion easier to use) or you could deploy the list after you built it in Visual Studio (best solution if you want to deploy it on more than one server or you want to change your list afterwards, but difficult).
There are some things you have to know: A list manages one or more content types. A content type is a collection of columns that contain the types (and more information) of your data. There are templates for content types and columns, but you will have to create your own content type and maybe some new columns as the templates might not be enough for your demands.
I'm not sure how to manage your first point. There is definitely a solution but I'm beginner, too.
The other 3 points could be managed by workflows: You can define workflows for a list, that do things after an item of your list is created or edited. I'm not sure if this will be useful for your 2nd point.
Another possibility would be to build a webpart, but that wont be a solution for a coldfusion project as I think. In a webpart you could handle all the interaction that are made by an user and change your list item individually.
A third way is to build an event receiver (using Visual Studio) for your list, but then you would have to build your list with the help of the VS as well.
I'm sure that won't answer all your questions but I hope you have some directions that you can inform about.
We'd like to create something within SharePoint that would allow to ensure a set of forms is completed for each employee (i.e., Tax forms, non-compete, etc.). HR staff would have access to a page listing employees and upon selecting a specific employee, they would be shown a list of these completed forms which could be opened to view the document.
Is this scenario something that can be done fairly easy with out of the box features? Or would a custom workflow, web part, or something else be the best bet?
The easiest way to do it out of the box would be to use a single Document Library (or possibly Forms Library) that has multiple document/form templates in it. Then create a View that groups by Created By. HR could then expand on an Employee and see what has been filled out.
To limit an Employee from seeing the forms of another Employee, set the View and Edit options to Only Their Own. Make sure that HR has a higher level of permissions for the list and/or site in order to see all Employees.
If you don't have complex workflows - my advice will be to populate SharePoint List using InfoPath Forms (this article will be a good start).
In other case solution heavily depends on your business requirements and may vary from simple SP List to custom workflows with infopath forms and custom webparts.
Our company is split into divisions. These divisions work for client companies and are then further split into account teams that work on projects for a product of the clients.
So the structure goes Division > Clients > Accounts > Projects. And this is mirrored in the setup of our sharepoint installation. At each stage from Division to Account there is a subsite. Access to each subsite is controlled by AD groups and on each subsite there is a 'latest news' announcements list
What we want to do is have a 'wall' of announcements that feeds through so that each user can see on the top-level site all the posts in all of these anouncement lists, but this must be filtered using the AD groups that they are a member of so that confidential information isn't shown to someone who shouldn't see it.
Can anybody think of a way to do this?
Let's see - are those lists split accross site collection? With what tool you want to accomplish this?
You have several options (if you are within a site collection):
Use Content Query Web Part to
aggregate list items. You can
customize it to display fields
you like the way you like.
You can use SharePoint Designer.
Using Object Model/WebServices: Use
SPSiteDataQuery class to query
multiple lists at once and then
SPGridView to display data.
As you have a MOSS build, you could
even use CrossListQueryCache.
It's also a cross list query that
has builtin caching and audience
targeting. Be sure to read this to be sure caching is working.
If you want to aggregate between multiple site collections, then you will need to write code that get's all your SPSite objects and execute SPSiteDataQuery on them.
Maybe you can find out some additional information on Rollup of all Tasks of a Recurring Meeting in SharePoint
Here is how we are doing it.
Set up a content type for each level of announcement. We have national, state, district and the basic site level announcements. Therefore I have 1 national content type, 10 state content types (because we are in 10 states) and 1 content type for each district. All of these content types inherit from the base Announcement type with no modification.
I added a content query web part. I exported it. I edited the XML in the .webpart file to point to a new custom ItemStyle_Announcements.xsl file I had created. I import the modified .webpart and delete the default Content Query Webpart.
I modify the ItemStyle_Announcements.xsl to create the structure and divs I need for the styling. I add styles to the default style sheet I have already created for my site to get the look and feel I want. (I happend to have two styles for these, one featured/most recent item which is big and full, then a listing the next 10)
I find an announcement list that will possibly post to the national new. I add the content types as needed. Now the end user can choose what scope of announcement they want from the New menu.
This remaining issue is that right now, the States and Districts must have TWO announcement webparts on their home pages. One that lists everything local to that site (regardless of scope) and one that has unit announcements aggregated from the other sites in the same state / district.
A customer of ours has an Access 2007 application with a form for creating tasks for upload to a Sharepoint Task List. The user fills in the form (title, status, priority, start date, due date). The user then places check marks next to the sharepoint user names that this task must be assigned to (one task per sp user selected). This data is aggregeated into a TaskQueue table and the tasks are added to the Sharepoint list successfully (through a linked list - i think). The problem is that we need to include zero or more attachments for each task item. Is there a way to do this through a macro, VBA, or some other built in functionality that I haven't learned about yet?
My initial idea was to use a C# windows service that monitors this taskqueue table then uses the Lists.asmx Shareopint web service and the AddAttachment method when given the List item ID and NTFS path to the attached file to add the attachments to the task list item in Sharepoint.
After playing around with Access and setting up a linked table to a Task List in Sharepoint, I found that you can add attachments through the Access 2007 datasheet view. The problem is that you can only select one user or SP group in the Assigned TO field. They have a lot of repetitive tasks to assign to a bunch of separate people.. That's why they developed this form. If anyone has an idea on how to solve this issue please let me know. Also does anyone know of any good Access 2007/Sharepoint integration resources?
Thanks in advance!
have the attachments upload as part of the Access form.
load attachments into a Document Library
Check off users like they are currently being done
Add hyperlinks to the attachments uploaded in step 2 to the Description (rich text) field. (maybe done automatically in steps 1-2)
Leave TaskQueue table alone.
This way, 0..n documents can be included. The task list just stores structured data, and the documents are stored in a document library once, and you don't have runaway growth when attaching 1 document to 5 different tasks (resulting in 5 copies of the document).