Share Outlook task manager custom view with user defined columns - vba

I have created a task manager view in Microsoft Outlook which contains user defined fields as well as other Pre-defined fields in the view. I am trying to share this task manager with the rest of my team however, I cannot get it to show all of the columns as they appear on my screen on their screens. I am able to share the task manager but many of the columns are missing. It seems to be because the custom view I created isn't being shared with the other users. On my computer, the custom view is displayed and selected above "Simple list" under the Current View menu on the left and the others do no seem to have that as an option. Does anyone know how I can share the view? The tasks are already being shared I just need the View to be shared so my team can see all the columns properly. Thanks for any input you may have to offer.

Views are defined and customized using the View object's XML property. The XML property allows you to create and set a customized XML schema that defines the various features of a view.
Use the CurrentView property of the Explorer or Folder classes to customize the View in Outlook. An XML definition of the view can be exported and transferred to another PC.

Ok essentially what I did was I went to view - current view - define views and created a new view selecting Table and This folder, visible to everyone. Then I found pre-definied columns that weren't user defined columns that allowed free text typing like subject, milage, and billing information. Once finished adding all the columns I needed I applied the view. Then I went and changed the name of the columns by right clicking each column header in the task manager and selecting format column. there you chan change the label name to whatever you want the column to be titled. This way you did not have to worry with using user defined columns that can be tricky to share. After that I went back to view - current view - define views, and made a copy of the view I created selecting this folder, visible to everyone. Then you will want to right on the tasks manager name you created under the My Tasks list and select properties. Make sure to give everyone your sharing it with full permissions as owners so that they can all edit the task manager as they finish each task. Then I shared this task manager by right clicking on the name of my newly created tasks manager (listed under the My Tasks menu) and selecting "share". I checked the box in the email stating recipient can add, edit, and delete items in this tasks folder. Now everyone can see all information displayed in each column and edit it as well hope this helps.

Related

Appending some text to certain message's subject in outlook's preview

I am writing a add-in for outlook 2010 using VSTO and c#.
From my add-in at run time I want to append some text to the subject of certain email messages in outlook 2010's preview pane.
A screenshot of what I am trying to achieve is below. In the screenshot please note that some of the messages have '[work email]' appended to the subject in red text. That is what I am trying to achieve.
Is there any way of doing this either from c# or a macro?
You cannot do that. You can either modify the subject (but you won't be bale to show the string in a different color) or you can set a user defined property and configure the folder view to show the message in red if that property is present (View Settings | Conditional Formatting).
The Outlook object model doesn't provide anything for displaying a part of the Subject string using different colors.
A possible solution is to customize the CurrentView of the Explorer or Inspector objects. To obtain a View object for the view of the current Explorer, use Explorer.CurrentView instead of the CurrentView property of the current Folder object returned by Folder.CurrentFolder.
The View object allows you to create customizable views that allow you to better sort, group and ultimately view data of all different types. There are a variety of different view types that provide the flexibility needed to create and maintain your important data.
The table view type (olTableView) allows you to view data in a simple field-based table.
The Calendar view type (olCalendarView) allows you to view data in a calendar format.
The card view type (olCardView) allows you to view data in a series of cards. Each card displays the information contained by the item and can be sorted.
The icon view type (olIconView) allows you to view data as icons, similar to a Windows folder or explorer.
The timeline view type (olTimelineView) allows you to view data as it is received in a customizable linear time line.
Views are defined and customized using the View object's XML property. The XML property allows you to create and set a customized XML schema that defines the various features of a view.
The XML definition describes the view type by using a series of tags and keywords corresponding to various properties of the view itself. When the view is created, the XML definition is parsed to render the settings for the new view.
To determine how the XML should be structured when creating views, you can create a view by using the Outlook user interface and then you can retrieve the XML property for that view.
To programmatically add a custom field to a view, use the Add method of the ViewFields object. This is the recommended way to dynamically change the view over setting the XML property of the View object.

Modifying List Item permissions

I have a Sharepoint list that I'm using as a form. Everyone in the company needs to view/modify the form to submit information, but I would like to keep the response from the form viewable to just a few people. Is there a way to do that, without clicking each item and managing permissions for that item? Can that be done with a workflow?
One approach:
Set up the list so users can only see and edit their own responses. (List settings > Advanced settings > set Read Access and Create and Edit access to "Items that were created by the user".
Create a SharePoint group for people who should see all items, e.g. ListManagers
Set up list permissions so that Visitors (everyone in the company) have Contribute access and the ListManagers group gets full access for the list.
Another option:
Leave the Advanced settings at the default, so that everyone can see all items.
Change the default view of the list to show only items created by the current user.
Create a page that shows an XLV with the default view and serve that to everybody.
Create another page that shows an XLV with all items and give permissions for that page only to the limited group of people.
The second method is more for convenience than for security and will not prevent savvy users from accessing the data they cannot see in the default view.

How do I use row-level permissions in BigQuery?

Google announced this feature today, but I don't see any docs for it. How can I grant row-level permissions to a user?
For example, let's say I have a table private.all_customers with the schema {customer:string, id:integer, is_secret:boolean}.
I like to give our salespeople access to the fields customer and id, but not is_secret, and moreover, I'd like to give to give them access to only those rows where is_secret = false. How can I accomplish this?
The key part of row-level permissions is that you're actually giving permission to a view. The view defines the rows and columns in that you want the delegated user to see, without giving them access to the underlying table.
To do this, create the view that will return the rows and columns that you'd like the user to see. For the example above, the view would look like:
SELECT customer, id FROM private.all_customers where is_secret = false
Then I can save this as the view "public.public_customers", and share the public dataset with the analysts.
Note that, so far, this does NOT mean that the analysts will have access to the data. If they try to run it now, they'll get an error. Merely having access to a view that reads a table doesn't give you access to the underlying data on that table. If it did, then anyone could just create a view to read any data that they wanted to see.
The second step is adding that view to the ACL of the private dataset. What this does is records that the view should have access to the data. This way the owner of the private dataset can audit who has access to their data, and revoke it if necessary.
The easiest way to add the view to the ACL is to use the BigQuery Web UI. If you click on the arrow next to the private dataset name in the Web UI and click "Share this dataset", it will bring up a dialog box that lets you edit the ACL.
At the bottom of that dialog it will show "Add People" and a clickable icon on the left. If you click on that icon, you should be able to select "Authorized View". Once that is selected, you should enter the fully-qualified name -- project:dataset.view of the view. In our example, that would be my-project:public.public_customers. Hit 'Add' and it will show up in the list, and then hit "Save Changes" to commit.
Once the view has been added to the ACL, anyone with access to the 'public' dataset should be able to run queries against the public.public_customers view.
For more advanced usage of this feature, which will allow you to give different answers to different users, see this question: How do I give different users access to different rows without creating separate views in BigQuery?

Setting up recycle bin functionality in Archer GRC

When deleting records within the platform, this action is not reversible via the front end. Is there a way to allow users to remove a record from their view without actually deleting the record?
You can simulate recycle bin functionality within Archer GRC by adding a record permission field that grants read access to "Everyone". If read access is no longer required then an editor of the record can go in and change "Everyone" to a group called "Recycle Bin."
Please note that if there are other record permission fields in the application, users or groups may still have access if they are selected in those fields. Perhaps You can set up a dropdown status field for the user to select "Recycle Bin" and use this condition for automatic record permissions to revoke permission to the record depending on the requirements or workflow of the application.
Solution shared by Igritte might be somewhat confusing for end users.
End user will see greyed out "Delete" button in the top toolbar, but he has to select "Recycle Bin" in the form. This solution was not accepted by my business owner at some point.
As a work around for "Soft delete", I wrote a custom object overriding "Delete" button functionality.
1. User doesn't have delete access to the record, so JavaScript code will make "Delete" button look like active and available.
2. Once the button is clicked, custom object will populate value in the
hidden value list and simulate the click on the "Save" button.
Update: Note that Custom object needs to hide the value list first once the page is loaded. Here you will need to use a JavaScript and do the following: [a] locate the value list DOM object and [b] set display attribute to none. I used jQuery library to do both. This way your value list is not displayed, but you still can use it to control data driven events.
3. With hidden value populated and submitted, record permission will hide this record from the end user.
Note that custom object hides one value list on the layout as well.
If for some reason JavaScript doesn't load properly, user simply will not be able to click on the grayed out "Delete" button.
Update: Hidden value list can be populated by custom object using JavaScript code as well. You need to identify the form tag "input" in HTML code of the page and set attribute "value" to the desired state. I used jQuery library to do this as well.
I have this solution in production working fine with IE11, FF and Chrome.
I can't share the code, but with WC3Schools JavaScript guides and 4 hours you can write and test it yourself with very little JavaScript skills.
Sometimes you have to use custom objects when you want to get a user-friendly solution of not available functionality.
Good luck!

Assigning a custom workflow to a work item type in Rational Team Concert

I'm in the process of customizing Rational Team Concert to include a custom work item type. As part of the testing of the work item type as I created it I populated a few of the custom work items with data. As I enhanced the custom work item type and added additional attributes I was able to use the "Check attributes usages in repository" from the "Types and Attributes" to ensure that the new attributes were propagated to my test work items.
Now I've gotten to the point where I need to create a custom workflow for this work item type. I've defined the workflow and and assigned it to the work item type, but my existing test work items can't seem to use it. Clicking on the "Check workflow usages in repository" link says "There are 9 work items in the repository referencing workflow states or resolutions that are not present in the bound workflow. Do you want to show these items in the Work Items view?".
The workitem view then just says that status = 1 for the test work items.
If I select a work to open in the rich client editor all of the process elements are inactive. If I open it in the web editor, it says that the status is "1", as shown below:
Is there any way to fix this and change the workflow of existing work items? I should add that new work items work just fine, but I'm worried about what might happen if I need to update the process again in the future.
In the context of work item customization, you have to manually sync existing work item attributes with the most recent version of the PA in order to take your changes into account.
The steps are detailed here in the manual page "Defining work item types and attributes":
(bottom of the page)
To manually update existing work items with new or modified custom attributes:
Run a query so that the query results contain all the work items that you want to update.
Note: Do not select any relationships to be shown in the query results.
If relationships are shown, the Type icon is not displayed and you cannot complete these steps.
To clear all relationships shown, in the Work Items view menu, select Relationships, click Deselect all, and then click OK.
In the Work Items view, select the work items that you want to modify.
In the row of one of the selected work items, right-click the Type icon and select Synchronize attributes.
Thanks.
Eric.