Does anyone know a good way to do this? I need to have simple forms that submit to email without writing a lot of code. These forms will be hosted in content-viewer web parts or similar in MOSS 2007. I'd like to avoid using InfoPath.
You could use a list which would give you the input form.
It depends on a) whether people should be able to see each other's submissions and b) who the e-mail should go to.
You could set an alert (Actions -> Alert Me) to send an e-mail to a person/people when a new item is added to the list.
In Settings -> List Settings -> Advanced Settings, there's the options for which items a user can see/edit. Alerts however cannot be set on lists where users can only see their own items. In this case, I would use a simple workflow to send the e-mail. I've only worked with MOSS 2007 and SharePoint Designer though - I'm not sure about WSS.
You could implement a list as suggested above, and add an SPItemEventReceiver for sending emails when list items are added or changed (the link shows all of the events available to be handled)
With the sharepoint sdk, you can create your own webparts. If you add them to the GAC you can include them on your sharepoint site. You'd of course have to build a webpart for emailing though.
A workflow in Sharepoint Designer should be easiest way to implement it with no need to code.
Here's an article that explains how to do this:
Workflow example: Send a notification message :
http://office.microsoft.com/en-us/sharepointdesigner/HA101829081033.aspx
Create a simple HTML form in a text editor with the required text boxes, text areas, select drop downs etc, add a mailto tag and save.
Then add a page viewer web part under Media and content.
Select site actions, Edit page and under the editing tool tab select Format text, HTML Markup edit HTML source and paste your HTML form you created he text editor into the source window and select OK and save.
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 document library in SharePoint 2010 that several different teams are using for the same purpose. Each team has their own page that has a filtered view of the document library on it. The document library also has custom columns.
The issue I am running into is when a team member uploads a document from their page. They click "Add document" from their page, and then they browse to the document they want to upload. This part works perfectly - and the URL specifies the source as the team's page. However, after a user selects the document and clicks "OK", it takes them to the EditForm.aspx page that allows the user to fill in the meta data for the document. This is fine, but now the source URL specifies a view from inside of the document library, and no longer points to the team's page (where they came from).
Does anyone know how I can change this source URL to point to the team's page instead of the document library? Or, does anyone know a workaround for this issue so that a user can upload a document from a page (with document library web part on it) so that it returns to the page?
Thanks!!
SharePoint 2010 should work the way you want out-of-the-box. I tried to reproduce your situation, but was unable to. What I did was set up a library with one custom column and two custom views. I then created two pages, one with a list form web part using one view and one with a list form web part with the other view.
When I click on the Add Document from either page, a modal dialog window opens to the Upload page. I first select the file (Upload.aspx) and then am redirected to the metadata properties (EditForm.aspx). After filling out the metadata, the dialog window closes, and the page behind it (the page we were originally on) refreshes to show the new document in the web part. So the user experience is that they stay on the page they want while adding the document as desired.
If you edit your question or provide comments with more details on your situation we can try to reproduce it, but the functionality you describe is exactly how it is supposed to work out-of-the-box.
Peter's correct - SharePoint's being SharePoint.
If I am reading this right, it may be that you should simply check out in-line editing. Using a view, you and edit the properties dynamically without leaving the page (each team getting their own view).
Alternately, I see many who simply want to redirect users back to the page they came from either edit or view of an item regardless of where that was (a link, etc.). Simplest way to do that is a little programming by adding a button to the forms replacing the OK/Cancel with your own code. Simply edit the forms using InfoPath to add the new buttons - you have the user context if you need to custom redirect to a team home page or some such.
I have to add a "Content Editor" web part to a list view. The "Content Editor" is required to implement some java script and a html textbox.
The problem is that after adding the web part to the list view the dropdown to switch your current view gets lost. It doesnt matter where you add the web part or if you try it with the designer or IE.
Do you have any ideas on how to solve this? Or is there another way to implement java script into a listview without adding a new web part?
This is the dropdown I mean:
Its a known issue with SharePoint 2010.
You can modify the page using SharePoint Designer to put it back.
http://vintentou.wordpress.com/2010/08/03/missing-dropdown-menu-for-choosing-of-views/
My company has also produced a free add-on that will do this for a whole site.
http://www.pentalogic.net/sharepoint-products/free-stuff/view-rescue
I'm using MOSS (SharePoint 2007) and InfoPath 2007.
I have a Form Library with an attached InfoPath form, and would like to create new items (forms) in this library during a workflow built in SharePoint designer.
I've tried using the "Create List Item" action, but it doesn't assign the correct metadata (the new item looks fine in a view of the list, but can't be used to render the form (the generic "form has been closed" error comes up if you try to view the item)).
I'm not adverse to writing my own custom WFA to do this in .NET if need be, although it'd be nice to find a simpler solution.
Can anyone provide any resources for how to achieve this in SPD, or programmatically? My searches on the topic so far have been unfruitful...
Found the solution to this, thanks to a video on YouTube: http://www.youtube.com/v/bcnC_XwCcAg&hl=en&fs=1&rel=0
For anyone else out there who (like me) might not be able to watch YouTube content where they need this information, here's the process:
Create IP form
Publish to SP Server (as doc lib)
On document library, change settings:
allow management of content types
display in browser
"Fill out" a blank version of the form and save it to the doc lib with name "template"
Open context menu for "template" form and select Download a Copy
Delete "template" form from document library
Open library in windows explorer
Open Forms dir
Paste downloaded copy of "template" form into the Forms dir (as template.xml)
Go back into doc lib settings
turn off management of content types
change template url to template.xml
press OK to save changes
Go back into advanced settings ago, and turn management of content types back on
In SPD, make a WF which uses Create List Item to put an item in that library
And that's it. Just 12 steps needed to publish an InfoPath form so that it behaves as you'd expect, and any SharePoint developer should be familiar with 12-step programs.
In the ribbon, I want to insert a picture or a link into a content page, but the "From Sharepoint" button is grayed out and I can only upload an image or insert a link "From Address". My field is rich text. I'm using SharePoint 2010.
How can I make the link available?
Thanks
Do not muck with the ribbon to make this work!
Totally depends on how you want to use it.
First of all, the Publishing feature must be active on Site Collection level and on the site where you want to add your rich content.
Then, if you activate the Wiki Home page feature you will have the SharePoint option availabe on the page.
If you want to use it in a custom list, it gets a bit more complicated.
The normal Rich Text field greys out the SharePoint option. And you can not add the Full HTML with publishing field directly to a custom list. So the solution is to create a new site column based on the Full HTML field. And then add that site column to the custom list. This field is part of the publishing infrastructure. So only available on SharePoint Server 2010
Unless you have the "SharePoint Server Publishing feature" under "Site Settings" -> "Site Features" activated, these options are not made available to you.
Usually ribbon button is grayed out if you didn't add CommandUIHandler element for it in your CustomAction XML.
For more details, you can see this MSDN article:
http://msdn.microsoft.com/en-us/library/ff458385.aspx
Also, you can find useful this article (with sample code and screenshot):
http://blogs.msdn.com/b/jfrost/archive/2009/11/06/adding-custom-button-to-the-sharepoint-2010-ribbon.aspx