I am a beginner in SharePoint and is currently in the process of developing a SharePoint site for leave requests, my problem and the next I have a list called off request in which you can create new equest but I have several users and I want only the author of each item created that can be seen in the list, how to restrict viewing list items.
Thank you in advance.
In list settings, click Advance Settings, in Item-level permission, select the "Read items that were created by the user"
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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.
I have created an InfoPath 2010 form which is published to doc library in SharePoint 2010. I want for this form to become read-only ie once it has been submitted.
None of what I have done so far seems to work. I have:
Created a new view and re-named it to Read-Only and in its properties I have ticked
the "Read-Only" check box in InfoPath.
I have a "Submit Form" button and in here I have added rules for submitting the form,
switching the view to the read-only view.
To test this I fill out the form with sample data and submit it, then when I go to
the doc library where the forms gets submitted to when I open the submitted form I
find that the Read-Only view has not taken effect and that it is still possible to
edit the form.
Ideally what I am trying to achieve is to have the submitted forms turned into read-only when they are submitted and still be in read-only mode when these are opened from the document library where they get submitted to.
Any ideas where I'm going wrong with this? if there is a better and simpler way to achieve this please let me know.
Thanks in advance.
It might be too late to answer this question, but if someone is still looking for an answer you could try the below steps
Before you begin please verify that you have one of the following permissions:
a. You are a member of the Administrators group for the site collection.
b. You are a member of the Owners group for the site.
c. You have the Manage Permissions permission.
On the Site Settings page, Go to the Users and Permissions and look for settings
Under Settings you will be able to see Permission Levels
Select Add a Permission Level
Give a Name to you new Permission Level
Under the Select the Permissions to include to this permission level, select the Add Items and View Items Permissions to this group.
After the group is created, for your form library, stop inheriting the permissions from the parent site and create a new group with the new Permission Level that you just created. Add all the users to the group.
This should enable the users to submit a form but not edit it. Hope this helps.
There is an easier way to solve this. Create two views of this form on InfoPath Designer. And make sure when the form is submitted, the view is flipped to the Read-Only view; which has the salient feartures of the form such as the answers you would like to be recorded.
So anyone who opens the form once submitted wil only see the Read-Only view. You can set a rule on the form to have an administrator see a Edit mode.
I just went through this. the submit rule doesn't work, you have to create a form load rule. In the file toolbar, you'll see a form load button in the rules block.
I am working with SharePoint 2010. I am looking for creating a custom menu that could be placed on Master page of my site collection. Could you please give me a start on this. I don't want to use existing menus on default master page. I would rather like to have my own master page with my custom menu links with sub menus.
A basic idea would be that I will have a XML file with menu items defined I want to give liberty to the user to make changes to XML file somehow that add/edit or remove the links. Also I want the menu to be user role based (Items could be disabled for unauthorized users).
Hj,
I want to Sync SharePoint Tasks and Outlook Tasks 2010 but the custom columsn in SP do not exist in outlook. Did anyone have a solution for this stuff. :)
Many thanks.
Feature for users with Outlook 2010, iPhone, and SharePoint 2010 project list/task.
I was able to get SharePoint 2010 list/ task items to show up on the iPhone ios5 reminders.app
Step One- is go to SharePoint 2010 site and Connect to Outlook 2010
http://epmsource.com/2011/02/09/sync-project-tasks-to-outlook-without-exchange/
Step Two- is check for the linked SharePoint task to be added to users SharePoint List in Outlook
Step Three- is to drag SharePoint List in Outlook Normal task.
Step Four- is the final view of the users outlook account folder hierarchy
Step Five- on the iPhone go to settings.app àexchange mail à turn on Reminders
Step Six- on the iPhone go to reminders.app à swipe left to see second SharePoint list task.
Only problem is the you will notice that the projects under my task doesn’t have the blue two arrows anymore. That’s because it’s not going to talk to SharePoint anymore. When I move it to my mailbox the it got disconnected. If I get it to work I will update you. But who knows may your views can found a fix faster.
Without any third party software you can not do that. But there is a work around:
On SP go to ~'Add Existing Columns' -> Choose ~'Core Task Columns' -> add some columns from there to your list. You can rename added columns as you wish but you can not change their type.
Sync your list with Outlook & create some dummie entries to test it.
Now you can check how Tasks are represented on Outlook. You can find entries in task form. Go to: Show -> Details, Task.
If you want to add a control to your list items such as a dropbox or date, you can do that with Outlook custom forms. But in SP task list column value will be represented as single line of text.
Unfortunatelly you have to give a lot for custom values :)
I need to create alerts to group/all employees in my site.To my site home page basing on the data pushed into "custome list" by administrator in moss 2010 intranet site.So can any one suggest steps to acheive this.Hoping quick replys...
Create a simple workflow using SharePoint designer and send out alerts/notification emails to the users in the group when something happens in your list (like a costume worth more than 100 bucks is entered etc..). You can trigger this notifications workflow in many scenarios.
See this link.
Check out this video on how to create workflows using designer.
Having said that, if you need a pop-up or a message box to appear when a user visits the site (and ofcourse when something changed on your list) then you have to write code in the load event of the page/any web part on the page to display popup. SharePoint 2010 has Javascript API which makes it easy for you to display pop-up or you can do this totally in the code.