I have created a form for use during a meeting. Multiple people need to click approve at the same time. The issue is if they all are in the form at the same time, it is only going to keep the last approval and resets the fields the others have approved... as there approval was not there when the form was opened. I guess I should have seen this coming. Is there anything I can do?
Use two lists with a parent/child relationship.
You need a master list with a unique ID and a detail list where the Master ID is assigned to the new list items to define the relationship. In the Master List you can customize the display form to contain a list view of the related items in the Detail list and a link to add new items to that detail list. A little bit of JavaScript will ensure that a new item in the Detail list gets the Master item's ID assigned automatically.
Clear as mud? The SharePoint Hillbilly has a video tutorial for 2007 and 2010.
If you go through the material (the 2007 stuff is good to understand the approach), you'll find that there are two techniques, one using SharePoint Designer, the other one without SPD.
Back to your meeting: Before the meeting, create an item in the Master list. Everybody can see the item on their screen and click to create a related item in the Detail list. They can all save their related item at the same time, since these are individual list items in the Detail list. Refresh the display view of the Master list item to see everybody's replies.
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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.
I'd like to know how to show a non-editable id when a user adds an item to a list. I was thinking about a workflow but i don't know how to approach this issue. It must show the ID in the form that creates the new item.
Thank you.
It's not possible as SharePoint item is created when is saved into database and his ID is generated within the save operation. In the new item form (typically newForm.aspx) is not accessible.
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.
I have 2 custom lists. Purchase Order (PO) and Purchase Order Items (POI). The POI list has a column PO ID, which is a lookup field to a column PO ID in the PO list. For every row in PO, there can be multiple rows in POI (one to many relationship).
When user tries to enter new items in the PO form, he needs to fill in the purchase items too, which will be stored in the POI list. The issue I am facing is, how do I allow the user to enter the data in both the lists at the same time, OOTB?
I have to do this using the list forms itself. Infopath is not an option available. SPD techniques are welcomed.
I don't believe this can be done OOTB or with SharePoint Designer. Out of the box, SharePoint only allows you to enter one new item to one list at a time.
Using Edit In Datasheet is as close as you can some to editing or entering multiple list items at once. But even in this case, it is limited to a single list.
I have done a project similar to what you described using custom programming. I created custom forms along with custom field types that required custom javascript on the client and event receivers on the server. It was an interesting project, but it required a lot of moving parts.
My current project is to write a program that basically is a cash register for a pizza company.
The user enters the pizza, along with toppings, drinks, and sides.
I want to add a "Review Order Form" for when the user decides to check out. The form will pop up and inform the user of everything he/she has ordered. From there the user makes changes to the order as necessary then confirms and checks out.
I was wondering if anybody could give me any clues on how to display all of the items the user has ordered. I do have lists of all the items selected by the user. I am just unsure on how to display all of the items to the screen cleanly in a separate form.
Basically you will want to store each item the user orders into a collection. Then when you want to review, you just iterate through the collection and output each item in the collection.