How to clone an Item in a SharePoint list? - sharepoint

I need to be able to create a different item from an existing one, but still keep most of the details and only change some information.
Thanks,

Your best bet is to use event receivers. The ItemAdded(Synchronous) or ItemAdding(Asynchronous) event receivers will allow you to access the data from the item that was just added.
You can use this information to create a different item, either in the same list, in a new list, or in any type of storage medium you can get too.
Custom workflows will also give you much of the same ability.
Excellent article on ER's --> http://developers.de/blogs/adis_jugo/archive/2009/03/12/develop-and-deploy-a-sharepoint-event-receiver-from-the-scratch.aspx

Have you tried using SPListItem.Copy( oldItemURL, newItemURL ) ?

Related

CRM 2011 Filtering view on related record type

I want to create a new view for the activities entity. My aim was to show only the activities that were related to a record of a certain type eg account. But when i was creating it i saw that aside from saying if it contains data or not, and for specific records, there isnt an option for entity type.
I can understand why this isnt an option in the list, as its not really something people would need to do, but is this possible at all?
Thanks
Create an Advanced Find and specify the following criteria:
Look for: Activities
Related > Regarding (Account)
This will get you all activities which are related to an account.

SharePoint 2010 Basic Workflow Question

I've just started to look workflows in 2010 which seem pretty good but I can't find seem to find out how do something very simple.
Basically I'm creating a lost property list and workflow, essentially anyone can add a new item to the list for an item that they've found. Next anyone can make a claim on an item in the list which should then email the admins where they can investigate and close claim if the rightful owner has claimed their item.
Should be very simple and would take me no time in .net but not in SharePoint! Any suggestions on how I could do this?
I've been looking at SPD workflow tasks and not really getting anywhere. My next step is to go into VS2010 but this seems overkill for such an easy task.
Thanks
Dan
what is your intention to allow someone to "claim?" are you intending to enable a "claim" as just a flag and a workflow sending emails to the admins?
Create a Yes/No field Claimed with the default value set to false.
Create a SPD Workflow that would start OnItem Create.
In this workflow add an Action that waits till the Claimed Flag is set to true.
Then you can send the email to the administrator (also with an SPD activity).
Optionally you can delete this item from the list after a period of time.
Based on my understanding of your question and the fact that we tried something similar a while back, I have created a blog (my first blog entry!). Below is the link, feel free to leave comments;
http://sp10tech.blogspot.com/2010/10/creating-simple-workflow-using.html
Alternate Idea;
Maybe use two lists. One for items lost and one for claims. This way you can have multiple claims on each lost item. Add a field that references the claims list so the user can select it. Then simply have the administrators use a out of the box alert mechanism. No need for elaborate work flow.

create an eventreceiver for logging changes made by users in lists

I'm working on a SharePoint publishing site and I want to "log" all the changes made by users in a SharePoint list.
Some searches on the web guided me to the EventReceiver.
But my EventReceiver must be generic and attached to all lists in the site collection. The "log list" has several columns like the name of the list in which the event occurred, the name of the modified item, its old value and its new value.
Can someone guides me on how to achieve this?
There's already a provided answer for you on StackOverflow, hurrayy!!
It sounds possible. Create a class that inherits from SPItemEventReceiver and override ItemUpdating. You can use the following code to get the list:
using (SPWeb web = properties.OpenWeb())
{
SPList list = web.Lists[properties.ListId];
}
You can then use list to grab the list's title and URL. Next, compare each DictionaryEntry entry in properties.AfterProperties to the corresponding value in properties.ListItem to get your differences. Then save it to your log list. The trick would be automatically attaching your Event Receiver to each newly created list. Perhaps a timer job would work.
That said...
Before trying any of that, go to your site collection's Site Settings. Under Site Collection Administration, click Site collection audit settings. Under Specify the Document and Item events to audit, check Editing items. Only go with a custom solution if that does not give you what you need.
Would Version history not achieve the same functionality?
You can see what fields were changed by who and when. Though you would have to look at a list by list basis.
You can also access the version history information via the object model if you want to generate reports web part.
Otherwise using Janis Veinbergs link on how to attach a event handler to all lists and Rich Bennema method of getting the values from the updated item in a generic way, though I would use ItemUpdated as you don’t want to change the data that was updated only copy it to another location so there is no need to catch the data before it is submitted to the SharePoint database

How to fire code upon creation of a SharePoint list?

I'm aware of the event receivers on a list for items added etc. However, I have not found a way to fire code upon the creation of a list.
What I'm trying to do is associate a workflow with a list when the list is created (by the user through the UI).
Anyone any ideas?
thanks.
There are a couple of routes you can take...
You can write your own list definition where you have defined the workflow association - That way all lists created based on your list definition, will contain your workflow on default.
Or... depending on your workflow... write an EventReceiver your attach to all lists of the type you wish to attach your workflow to (can easily be achieved tru a feature) and have your event receiver associate the workflow when the first item is added.
or you can associate the workflow to the contenttype used in the list (your own contenttype you attach to your own list definition or a default SharePoint contenttype)
I don't know the rest of your solution, so it's defficult for me to suggest the best solution for you.
What I (almost) always do, is write my own list definition - That way I can avoid problems like this, now or in the future.
With SharePoint 2010 it is now possible to hook into the list creation event by overriding the ListAdded event in the SPListEventReceiver class.
I usually deploy an extra view page which is set to the default view. When the user creates the list he will be sent to the viewpage which contains the setup in code behind. The view page then calls a method ive created, which changes the default view, removes the setup view and change any navigation node pointing to the setup view.
There is probably no perfect answer to this question because there is no list added event receiver (if memory serves me correct).
I don't know if this is the case, but if you really just needed to register an itemadded (or updated, deleted, etc.) event to any new list, I believe you can register the those events at the site (SPWeb) level and they will fire on any new lists created.

Sharepoint custom user and document library specific properties

Is there a standard way to associate custom properties with a user? I need to store the number of items per page a user selected in a grid of a document library separately for each user and document library.
Edit:
Sorry about this vagueness, I wanted to do it programmatically. It seems like I've found the solution, it is UserProfileManager class, though I'm now looking into whether there is a limitation on the number of properties you can save this way for a user, because the easiest way of saving page sizes on per user+document library basis seems to be using GUIDs of Views as property names and numbers of pages as values. Though I don't know if it is more efficient or not, depends on how sharepoint stores these properties.
No, you would need to create custom code to store the data.
Given the potential amount of data created, it may be wise to store it in a separate database.
This would give greater flexibility in the way the data can be manipulated and retrieved.
Your question is a bit vague. Are you looking to do any custom code? You could do this many ways so it is difficult without knowing more of what you want.
Using custom code you could set up a workflow or event handler to respond to item events and record the information and store it using the User's Profile or as an SPPersistedObject.
If you want a less developer centric way to do it you can use auditing and simply do reporting on your audit results.
You could set up a list to store the selection data, then use events/AJAX on the document list to push tick/untick items into the selection list (store user, library and document as a minimum.
If you don't want a separate list, you could create a field in your document library that stores which users have a given document tagged... You'll still need some kind of event/AJAX to update the list when a user ticks/unticks the box. Crude :)

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