SharePoint Designer 2007 - link to a Document Library on a site from another site? - sharepoint

I am trying to create a link to an existing Shared Documents folder on another site. Both sites are on the same server.
Here are the steps I take to create a link to an existing Document Library:
I create a document library web page in Share Point 2007.
I open the document library (AllItems.ASPX) in Share Point Designer.
I delete the existing web part for the list.
In the Data Source Library, I click on "connect to another library" and create a connection to the other site.
I select the document library, click show data, select my rows and click Insert Multiple Item View.
I then configure the look for each field (hyperlinks, etc).
I edit the Filter for this view to show only the files that are for this location.
I click on Data View Properties and select "Enable sorting and filtering on columns (basic table layout only).
Basically I am trying to have a central location for all files for a site and sub sites. I want the sub sites to see the documents for their own location, be able to search through the files, etc.
The problems I am having are:
I am unable to open the links in a new window, even when I set the hyperlink to do so. I would prefer the file be opened in its native application (ie. A Word doc open in Word).
I am unable to show the file icon in the same way it shows up in the original document library.
When I go to the header and click ANY field, I can sort the field ascending or descending but I always get a message stating "This column type cannot be filtered".
Is there an easier way to do this? Or can someone tell me what I am doing wrong? I am new to using Share Point. Thanks for the help!

Some help for problem 1 (unable to open the links in a new window)...
I'm not sure if this will work using the Data View Web Part you have configured. However there is a technique for the List View Web Part. If you add a boolean field called OpenInNewWindow to your document library then documents that have this set to Yes will open in a new window. Try this out - it may work.
If you need to open PDF files in a new window, beware that there is an ActiveX control that will get in the way. Read this question for more information.

Related

How to get data from Sharepoint excel datasource to Power BI desktop?

I want to load an excel which is in Share point to Power Bi Desktop.
I have tried loading the sheet by using the data source SharePoint List but failed as its throwing an error. Please help me by suggesting any other way.
Thank you.
I would use Get Data / Web. It will automatically recognize that the target is an Excel file and generate the M functions to interpret it.
The trick can be getting the true link to the SharePoint file - something you can just paste into a browser's address bar so it will download the file directly.
For SharePoint Online, I use Get a Link / Restricted Link, then delete any trailing query parameters after the file name, typically ?d=blabla
That should also work for SharePoint 2016. From memory it was easier in the earlier versions.
I suggest choosing Sharepoint Folder from the Get Data menu.
Then you need to enter the site's (or subsite) root url (not the direct link to the excel file)
For example, you would connect to.
https://yourcompany.sharepoint.com/training/
Instead of the full address.
https://yourcompany.sharepoint.com/:x:/r/training/_layouts/19/Doc.aspx?sourcedoc=%2asdfasdfasdfasdf%7D&action=default&uid=%7asdfasdfasdf-4662-A7A5-asdfasdf%7D&ListItemId=2&ListId=%7asdfasdfasdfa3443445&env=prod
Then press Edit to reveal all of the documents stored at that root. By clicking the binary link, the query editor will reveal the contents of the file. Then select the tab you're interested in loading by selecting the Table under the data column.
Steps to get the data from sharepoint to Power BI:
Select the File available to share pont
Click on three dots
Go to Open-> Open in app
In app, click on File -> Info -> Copy Path
Open Power BI, New Source-> Web
Add URL, delete (data with and after ?)

SharePoint - Document Filtering (Tags/Metadata?)

I'm creating a SharePoint site which will be used to dynamically store and display documents on various pages, among other things. Is the following possible?
My view is to have one central Document Library which will include all files. Files with have 'tags' or 'metadata' attached to them. On pages, i will add a document library (or similar) webpart and then call only those documents with a certain tag/metadata.
For example.
Document Library ('Folder') - Contains ('Project Document.xls' and 'Training Document.ppt')
On 'index.html' i will add 'Folder' to the page, but i only want to display 'Project Document.xls' not 'Training Document.ppt'.
I'm aware that you can set up target audiences but that requires a lot of user management.
Thanks for any advice.
If I understand you correctly, this sounds like something you could accomplish using a filter. The name of the file is stored as a column. Try editing the web part on that page and edit the current view. That view will be cached for that page without changing the view across the site. If you want to be able to dynamically choose the document you display then one option is to add an HTML Form web part (which contains a text box and submit button), connect it to the doc library web part and filter the name column based on the HTML Form web part.

Change SharePoint Library URL

How do you change the URI of a SharePoint library? Based on Google searching, most people say that changing the name of a library in Designer (via right click->rename) will result in the URI change, but it is only changing the name for me.
I am using SharePoint 2010 Foundation and these are the steps I am following:
In Designer, navigate to List and Libraries
Right click library -> rename
Notice that name changes
Notice that URI does not change
This is one of the resources I found claiming that this works:
change URL spelling/case on sharepoint library
In SharePoint Designer just navigate to All Files navigation node (not List and Libraries node), find your document library there -> right-click library -> rename.
The URI would change then.
Edit:
At least at SharePoint 2010 it is possible to change library URL, without using SharePoint Designer.
Just go to a library trough 'All Site Content'. When inside the library choose on the ribbon 'Library' tab. Then select 'Open with Explorer'. That will open your SharePoint's library in Windows Explorer window. Navigate one folder up and you will see list of your libraries as folders. Rename required library's folder name as you want the URL to look like.
SOLUTION:
Thank you! I found the suggested SharePoint Designer solution above to work beautifully!
Here are the steps that I took:
Follow the instructions above by opening the List in SharePoint Designer, selecting All Files under the navigation node (near the bottom)
A bunch of folders appeared - I selected the folder named 'Lists'.
From here, it will show the list names and the display names. Change the actual name of the list (first column) by right-clicking on it, rename. This will update the url. You may wish to match this to your display name.
When you return to your site, the navigation link for the list may still go to the old URL. To update this, enter in the new url in your browser, go to List Settings > Title, Description and Navigation. Simply hit the save button without making any changes. The navigation link is now updated.
Please note: If you are updating list urls and names of a project site (from Project Server), do not rename the Risks, Issues lists. These must remain for Project Server to function properly.
Thanks for this solution. I only have Designer permissions but was still able to change a List URL within the browser (not Sharepoint Designer, and must be IE to have Open in Explorer enabled). Steps:
Go to Site Contents and open a Document Library in the site
Click on Library ribbon tab and select Open In Explorer option
Click up one level in the directory structure - there should be a
Dir called 'Lists' - open
Your List should be there to right click and rename.
I was surprised that the system let me do this (it didn't let me delete a document in the same DL that I need to get rid of), but after testing for some time the URL change seems to have held.
Finally - you might have to re-Resolve some views and overlays, as these might not automatically cascade with the new List location.
Cheers,
Ross
I have changed the library URL from SharePoint Designer 2010, in the "Site Object" section --> "All files" option. Then I selected the right library in left pane and press F2 (to change name, like in windows) and worked for me. I hope that helps someone.
You cannot change Document Library URL , only name.
If you want to have a new URL :
Create a new document library with good URL
Batch import all docs from old to new document library
warning :
all new imported doc will be flagged with username used in the import process
all datetime fields will be reinitialized
I don't have Sharepoint Developper installed and can't install it.
I needed to change the address of a List and not a library, so the "Open in Explorer" doesn't work for me (only get "Open in Access" and "Open in Project").
I managed to do it by opening Explorer by myself and paste the URL "http://MyServer/MySite/" (can be also "http://MyServer/MySite/MyPage/").
I got the "All Files" you get through Sharepoint Designer.
In my case I had to go to "Lists" and change the name of the folder for the list I wanted to change the name.
Next I had to change the name of the list from the "List properties" (to change back the visible name of the list)
I am only a Site Collection Administrator for a SharePoint online platform. The powershell and sharepoint designer usage are not within my access so the only option I have is the "Open in Explorer". I tried the steps seen online but didn't get the result. When I saw ragmaxone's step, I got an idea. Then I took the following steps:
I copied my url without the document library eg "http://MyServer/MySite/MyDocLib/ is the URL of the document library but I copied "http://MyServer/MySite/ instead.
Next I opened the document library in classic SPOnline because I use modern SPonline.
Then I replaced the pathway address with the copied URL and saw all my document libraries as folders.
With right clicking on the document library of interest, and renaming like is done in windows, I went back to my document library and saw page not found.(Don't worry! Something had changed already).
Then I went to the homepage of the platformand navigated to the document library in question to see that it has been renamed and the URL also corresponds to the new name.
Thanks for all your answers and help.
In Designer go to "All Files" -> then search for "List" folder ther you can find your List right click it rename it and boom.
By going to Lists and Libraries tab from left menu will only change the title of list. So go to All files and follow the steps.

How to edit a list template in SharePoint 2010?

I have made a number of lists using custom list template in SharePoint 2010. I would like to add a column to each of these lists. Microsoft offers the following super helpful instructions
Edit the list template properties
On the Site Actions menu , click Site Settings.
NOTE On a site for which the Site Actions menu is customized, point
to Site Settings, and then click the settings that you want to view.
In the Galleries column, click List templates.
NOTE This option
appears only to users who have the Manage Lists permission. Site
owners have this permission by default.
The List Template Gallery page appears.
In the Edit column, click Edit Document Properties for the list
template that you want to edit.
Edit the information that you want to
change, and then click OK.
What they neglect to mention is that this gives you access to exactly 3 things
the template file ( eg: myTemplate.stp )
the template name
the template description
My question is, how do you ACTUALLY EDIT THE TEMPLATE? ie: change columns
I van crack open the file itself by downloading the .stp renaming it to a .cab extracting the .xml and making changes there. But without some testing I have no idea what will happen if I try re-compressing that file and replacing an existing template with it.
Has anyone done this themselves? Does anyone know of an alternative method to add a column to a list template?
You can create a List using the template, make the edits, then create a new template from the List you just created.
If you need the template to carry the same name, you can deactivate and delete the original, then save the new template with the proper name.
In SP2003 I used to download the STP file, rename it to CAB, edit the inner XML manually, repackage with Makecab and upload the new STP file back to the template gallery.
However I must say that in SP2010 I can't seem to get what I want (a custom URL column calculated from other columns) without SP throwing fits, so I wish you luck.

SharePoint 2007: How to upload multiple files to a List Item?

I know that a Document Library in SharePoint 2007 has a multi-file uploader (an ActiveX control that -- and only if you have Office 2003+ installed) but how would I use this same feature with a normal (non-document-library) List item?
Uploading files to a normal List item involves clicking the "upload" link and browsing/uploading files one by one. Is there a better way than this? Surely there must be.
Jake
There is an approach I use, but there is no UI support for it. You may find it a bit tedious for onsey-twosey uploads, but it saved me hours once for serious bulk uploads.
The same WebDAV functionality that we get when using "Open with Windows Explorer" on a document library is available for a list.
Say I have a list at http://myorg.com/sites/Widgets/Lists/MyList.
I can open the list in Windows Explorer by going to the address \\myorg.com\sites\Widgets\Lists\MyList.
Attachments are stored in the sub-folder Attachments, which contains folders with numeric names (1, 2, 3, ... and so on). The numbers correspond to the item ID of the list item. Pick (or create) a folder with the ID corresponding to the item you want to upload to, and it's drag-and-drop from there.
Short of writing your own mulit-file upload web part I think you are going to be stuck with either one at a time (i.e. an attachment to the list item) or switch to a document library. Don't forget that you can customise your library to behave much like a list.
Why is it a problem to use a document library?
I seem to be making a habit of answering my own questions. Not sure if that's a good thing or not.
What I ended up doing was adding an "Upload Multiple Files" button to the toolbar which pointed to a custom ASPX page in the _layouts folder. This page displayed the ActiveX component used by a Document Library and the "post to" URL for it was the ASPX page itself. When posted to it looked for files uploaded and attached them all to the List Item referenced via URL parameters passed to it from the toolbar button.
It's discussed here:
http://weblogs.asp.net/nathanyorke/archive/2007/12/05/uploading-multiple-files-via-the-web.aspx
If I get round to blogging and fuller explanation on my own site I'll try and remember to post a link back here.
Jake

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