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.
Related
I am trying to save data of a project specifically its name, type, creation date, end date, and five more attributes. In order to insert all of the attributes, the user needs to go through three-step phases that are present in three separate views. I want the data to be saved as draft data in case the user decides to stop the post creation on the second step. The functionality I am trying to develop is similar to the shopping cart functionality that is present on every e-commerce website.
Thanks
I don't believe it is possible!
An alternative would be to group your fields into groups and add a button that controls the visibility of the group of fields. When the user is done filling the first group of fields he can click on the button which will hide the group he filled and show the next group, etc.
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.
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.
For example I need to add bom lines inside sale order lines. I have created an on_change function to load the bom lines if the product have bom. It is working fine in GTK, but when I try to add in web client, its not working..
Look at the product screen's Suppliers tab. One product can have many suppliers and each supplier can have many prices. To see the price list, you must enable the extended view for your user account.
Here's a screen shot of the GTK client with the suppliers switched from tree view to form view so you can see both levels.
The web client can't display both levels at the same time. You have to open the supplier in a dialog box, and it shows you the list of prices there.
is it possible to trigger control to another form based on th onchange of a selection field? the new form is to be linked to the new button of the existing form.
I would like to create a list with some External Data fields (and other fields) and customize it in Infopath, but it's not working.. InfoPath says:
The following fields in the SharepPoint list are not supported because
of their data type and will not be available in InfoPath Designer:
-field_1 (BusinessData)
-field_2 (BusinessData)
Is it possible to use an External Content Type (WCF Service) with a list in Infopath?
I mean, use an External Item Picker in a Infopath form that connects to a list. Or is it only possible with a Form Library?
Any ideas on how to solve this or a suggestion to another approach?
Thanks in advance.
It is possible to create the scenario you're referring to... if I understand you correctly, you want to use the External Item Picker to create a pick list within an external list against another list.
You would have to associate the two external lists (ECTs) within your BCS model. This association must be a foreign key based association. That done, SharePoint will automatically create an External Item Picker in the default list form.
I'm currently doing the same thing and it works for me in Sharepoint. However, when I modify the form in Infopath, I start to get errors whenever I select an item in the External Item Picker. As long as I don't use InfoPath to modify the form, it works fine in SharePoint.
I hope this answers your question.
Cheers!