Environment
I am using the native document management integration between Microsoft Dynamics CRM 2011 and Microsoft SharePoint 2010, via the CRM 2011 List component for SharePoint. There is nothing unusual about this deployment - it is configured to work with contacts and accounts and it all works as documented.
Requirements
I originally had several requirements (though in the course of writing this question, I have solved two of them)
Customise the columns shown to include custom columns (as already
defined in the List via SP)
Customise the default sort order
Customise the default column width for some columns
What I know so far
What I have learned is that the default view for the SharePoint Library seems to drive much of the behaviour of the component. Adding my custom columns to the Library's default view, causes them to appear in the List component output (I don't believe that this is documented anyway - please shout up if you think it is). The column ordering and the view sort order from the default view drive the List component too. Happy days - two requirements met.
SharePoint, via the web UI, doesn't allow column widths to be set (as they are rendered with dynamic widths) so Library Settings is no help here. Using SharePoint Designer to manually set the width on the columns also fails to get inherited by the List component.
The underlying pages that are installed to SharePoint and during installation of the List component sit in a ".../crmgrid/" sub directory. Of the available pages, crmgridpage.aspx seems to do all the rendering. SharePoint Designer is keen to tell me that "This page does not contain any regions that you have permissions to edit".
The Question
Is there any (innovative?) way for me to customise the default column width for some of the columns I am displaying via the List component?
Well you have limited options here. Because you're dealing with multiple domains, you run into cross domain scripting issues ruling out any javascript on the crm form.
The only way that comes to mind is to modify the crmgridpage.aspx page on your sharepoint server to set the width of the columns via javascript. It's totally unsupported though.
Related
I'm building a MS Project VSTO tool (written in C#) that in many instances needs to either read or write data from a field in MS Project. Since I don't always know what field will contain the data I need, I many times need to allow the user the option to select the field they want. Getting all the basic fields is easy, my issue arises if a user is in a Project Server environment and using Enterprise fields. So my question is 2 fold:
Is there a way to check if the user is in a Project Server environment?
Is there a way to easily get all of the custom enterprise fields that are being used in MS Project? I'd like to be able to capture these fields in a collection like a list or array.
Is there a way to check if the user is in a Project Server
environment?
Look at the collection of Profiles to see if there is a project server one and check its ConnectionState to see if it's connected to a project server.
Is there a way to easily get all of the custom enterprise fields that
are being used in MS Project? I'd like to be able to capture these
fields in a collection like a list or array.
If you have access to the project server, take a look at this page, Accessing Project Online enterprise custom fields. Without access to the server I suggest:
Loop through all tables and their fields to find enterprise ones.
Allow the user to enter the name of enterprise fields and store that information for future use so that it's a one-time 'setup' for the user.
When in the 'Modify' mode of a Web-intelligence report inside Business Objects, when using the Formula Editor with an object is it possible to identify the CUID from this in a Web Intellience Report?
I wish to display the CUID on each report, and was hoping there is some variable I can just refer to and it displays accordingly to whatever report I have open.
I don't believe there is a way for this to occur.
The reason is you are looking at 2 different items of data from the way Business Objects is internally structured. The CUID is part of the metadata stored in the repository database, while the data in the Web Intelligence Report (WebI docs) is store in the actual file that resides on the IFRS. When working with WebI docs via the SDK, they are 2 very different objects that are manipulated that relate to these different parts.
It might be possible to work around this using the SDK, but I have not tried it.
Recently found a guide to create universe on top of the BusinessObjects CMS database. Web Intelligence XI 3.x - Reporting off the BusinessObjects Enterprise CMS Via Data Access DDK Once you have the universe for the CMS database, you will then need to bring in all document names and the CUID. Then in the WebI report, you then filter the list of CUIDs using the DocumentName() function.
I wrote a note on CUID... May it help many
http://arkaandbi.blogspot.com/2013/07/a-note-on-cuid.html
All my googling returned only information related to how to add additional right click features.
I swear somewhere I saw screenshots of MSS2010 being used where right clicking provided the menu to do various operations, versus having to use the ribbon, or worse that awful menu pictured here.
I was expecting this to all be drag drop... :(
I'm really disappointed with the lack of ajaxy-ness built into mss2010. I can't believe every save/apply reloads the whole page.
SharePoint is a massive product. Microsoft appears to be adding and improving as much functionality as it can in each release.
A high priority of Microsoft for SharePoint 2010 was to redo the HTML for the end user pages. And it is much improved. The poorly formed, table heavy HTML of SharePoint 2007 now has more divs and unordered lists. However, you have stated that you do not like their design choices of the ribbon and full page refreshes. And you also do not like that UI improvements did not extend to system pages in the layouts directory.
SharePoint 2010 was released almost a year ago. Functionality changed during the beta, but it is unlikely that big changes will be introduced at this point. Your two best bets for getting your desired functionality are:
Create a CodePlex project that provides the functionality you want. If the project becomes popular, Microsoft might include it in the next release.
Based on Sharepoint Feature Request, post your request to the SharePoint forums with a subject of "FEATURE REQUEST". If Microsoft agrees to your request, it could be included in the next release.
MacroView specializes in document management, email management and knowledge management solutions based on Microsoft Office and Microsoft SharePoint.
MacroView DMF and MacroView Message add a new pane to Outlook which displays all the areas of the SharePoint environment for which you have access permission. The new pane in Outlook provides:
Searching across the SharePoint DM store with results displayed in Outlook
Formatted previews of files in SharePoint, without the need to download and open
Extensive right-click menu for files and areas
Right-click to create new Libraries and Folders
One-click access to your Favorite document libraries and folders in SharePoint
Automatic creation of Favorites – e.g. for Projects for which you are a timekeeper
Drag & Drop from everywhere to anywhere to save emails or attachments to ANY area where you have permission
Go here for more information
I have been working on a UI app (written in VB.NET and using WPF) which creates charts using the Microsoft Chart Control for Windows Forms. The application retrieves data periodically from a remote database, parses and formats the data to create series, and then creates a chart based off the series which is then hosted in a WindowsFormsHost control. So far this process has been working well.
I have now been tasked with adding an organizational chart. The requirements state that it should have "drill-down" and touch functionality. I have not been able to find an org control like the chart controls I have been using. The closest one I found was the tree view control that comes with .NET Studio. I have looked at the WPF: Org Chart TreeView Conditional Formatting SO question, and also read the recommended Josh Smith CodeProject articles, but my boss does not want me to pursue developing my own org control at this time.
Is there a good third-party solution/plug-in already available? It would need:
...to be capable of being integrated
into the WPF as a control (like the
Chart Control mentioned above),
...to generate org charts dynamically
by connecting to a remote Oracle
Database to retrieve the data based
on either predefined views or
specific select statements (or read a
flat file to generate an XML file
containing all the relationships and
branches),
...to have a hierarchy that was
navigable by touch, i.e. touching a
node would show the branches beneath
that node--touching the node again
would hide the branches.
Any suggestions/help are greatly appreciated. I haven't been able to find any third-party options that fit all these requirements.
Unifosys Chart4.NET is a fully-featured organization chart component:
Documentation: chart4.net
-Supports database(ODBC)/datatable/XML/CSV
-Has Expand/Collapse
-Has Drill-down and hyperlinking
-Availbale for winforms and webforms
Create Org Chart from Database:
http://unifosys.com/hierarchy-chart/Create_Organization_Chart_From_Database_Sample.html
Online Database Demo:
http://organization.unifosys.com/Create_Organization_Chart_From_Database_Sample_WebForm.aspx
I have a SQL Server 2005 Reporting Services solution containing several reporting projects. (I need separate reporting projects so that I can deploy reports to the correct folders on the report server.)
We want to include our company's logo in the header of each report.
I don't want to bake the logo image into each report ("embedded"); nor do I want to include a copy of the logo in each reporting project.
Still, I would like for the logo to "live" in the solution and on the report server one way or another so it's packaged up with the reports and gets deployed along with the reports.
How?
The best solution I have come up with so far goes like this:
Create a reporting project (called “Shared” in my case).
Include the logo image in that project (it goes into the “Reports” folder, but that seems irrelevant).
Configure that project to deploy where and when I want. (For the “where”, a folder called “Shared” was the default and suited me.)
On each report, set the properties for the image in the “layout” tab thus (and I mean the properties in the sidebar view, not the other properties in the pop-up dialog box):
Under “Data”, set Source to “External”
Under “Data”, set Value to “../Shared/logo.png”
(To apply this to many reports, it helps to do bulk manipulations on the RDLs’ underlying XML.)
This shows a broken image link when I play with the report in Visual Studio, but when I deploy it to a report server, the logo appears.