Newbie to sharepoint but this thing didnt work for me as expected.
I am trying to have a sharepoint form:
1)Where accounts fills in section (presses submit, email sent to IT to fill in their section)
2) IT gets email, go fill in their section(press submit, email to MD to approve /reject)
3) MD approves/rejects
4) data saves
I have the form working, and using views am able to go between forms.
Issue is how
1)email alert to groups
2)half filled forms, given to other groups
Thanks
To Solve your first problem :
You can create an event reciver which will fire when an item is created in the list as well as when an existing item is changed in the list Or you can also create a workflow for this too.
There is an approval workflow OOTB which may be helpful for you too, but i am not sure about that.
For the Second question :
Whenever you open the existing item again, infopath form will automatically manage the data entered in the form and displays it as filled data.
Hope this helps.
Related
I want an spfx made webpart that I've made be able to send an email (I'm using IEmailProperties at the moment) which provides a link to a modal form?
For example:
User clicks button in webpart, form loads.
User fills out form and submits it to SP list.
Form sends email on submission. Email has a link to the actual item created, so when the user clicks the provided email link, it opens up the modal form.
I would presume that the user would HAVE to be sent to the SP page where the webpart is unconditionally, but would it be possible to open up the modal corresponding to the SP list item?
Is this feature available in SharePoint framework, because if it isn't, compared to something like InfoPath 2013 or PowerApps it's quite a limitation.
I've researched this with several shallow Google searches and on gitHub for any premade stuff, but alas there is nothing that I've spotted.
I've been told IT IS possible:
"Yeah, they’d have to visit the page. Email clients don’t do JavaScript so you can’t really do interactive stuff there. If you want to take them directly to a page that then displays a modal, that’s plenty possible though. (e.g. display the modal based on if the URL contains a certain string)"
But wouldn't know how to do the above, can anyone start me on the right path?
Regards,
T
In the email, pass a query string containing the item ID/list ID etc of the item, then have the webpart read the See: How can I get query string values in JavaScript? If your values exist. If they do exist, then open the modal using some kind of framework like bootstrap or fluent UI. You can write your own form using PnPjs or use an iframe potentially to display the OOTB edit form.
Additionally, you can link to any page in SharePoint provided you use an extension instead of a webpart to host the modal. You can install extensions tenant wide, and have it listen for the query string.
I have a Workflow in CRM 2016 on premise that sends an email to a customer when an order is created. The email contains a URL link to external website used for scheduling. The problem is that the hyperlink in the email doesn't fill the parameters we are using from the CRM entities.
I tried several ways to do this. the first way was using the Insert Hyperlink when creating the email through the workflow. this creates the following tags:
<hyperlink><name>Pro Services Online Scheduling Portal</name><value>https://secure.website.com/ProServices?name={Ship To Contact(Order (Order))}&email={Email(Ship To Account (Account))}&OrderID={Order ID(Order (Order))}&Company={Customer(Order (Order))}&skip=0</value></hyperlink>
This correctly adds the hyperlink into the email but the actual link looks exactly as it does in value tag without the CRM values.
I tried just adding the link as plain text like so:
https://secure.website.com/ProServices?name={Ship To Contact(Order (Order))}&email={Email(Ship To Account (Account))}&OrderID={Order ID(Order (Order))}&Company={Customer(Order (Order))}&skip=0
This displays the correct URL with the correct CRM values like: https://secure.website.com/ProServices?name=JonDoe&email=jdoe#email.com&OrderID=ORD-123456&Company=FakeCompany&skip=0
However, the URL itself is still missing the values so if the customer clicks on the link, the incorrect parameters will be sent. It does work if the customer were to copy and paste the link text instead of clicking the URL but most customers would rather click the link.
I even tried used an HTML anchor tag but that also didnt work.
Has anyone else encountered this problem?
Any help would be appreciated.
Here's some blog posts that helped but still looking for answers.
http://dotnetskills-reenapatel.blogspot.com/2014/02/how-to-form-dynamic-hyperlink-url-for.html
http://www.magnetismsolutions.com/blog/paulnieuwelaar/2012/06/25/dynamic_clickable_email_hyperlink_dynamics_crm_2011_workflow
If you want to use hyperlink then you have to do something similiar to what CRM does for field Record URL(Dynamic).
You can create a new field on the entity say 'EntityName Hyperlink'. Then use plugins to set this value to the desired link on create event.
You can then use this field to create your hyperlink. We do something similair for our case entity we have field Case Hyperlink which i set on create event.
Then we insert it on outgoing emails like this
<hyperlink><name>Hyperlink</name><value>{Case Hyperlink(Case)}</value></hyperlink>
We ended up creating a custom workflow activity to add the hyperlink using SparkleXRM
I am creating a Google Form. I want to insert a count in the end(anywhere,not specific) of the form which will show the number of responses submit till date.This goes like updating the live count. I have tried using script editor for Google Form Add-ons option.But I am unable to view the results automatically or changes. It asks me to accept "Terms of Service" which I don't want to do right now because I am not sure about the way it may result.
There are various options available to view the form results/responses.But here I don't want to view the results later.They should get updated when we click the submit button on form.Please note..simultaneously many users may fill the form.
To implement this,I have thought of logic like whenever submit button gets clicked..the text in the form should get updated.
Please suggest how I can add the count or apply above logic of whenever submit operation is performed. Is it possible?? Any other suggestions are welcomed..Thanks in Advance!!!
I found another possible way of doing this..I received all the responses in Google Spreadsheet..which I later embedded in my site. Solves the purpose..And the embedded data gets updated automatically for the responses !! Cheers
I have created a custom block in moodle. The block displays perfectly on admin and manager account. But it doesnt display on the student account.
I have created db/access.php file. I have also created tests/generator_test.php (copied as same from online_user block by changing the key names ). The block is not visible in site admistrator/users/permission/define roles/ student and then clicking on edit. (Block: online users allow). The same is not showing for my block.
Some one please help me with this. I want to display that block on students dashboard.
If you have already installed the block then any changes to db/access.php won't apply until the version number is bumped.
So just increase the version number in blocks/yourblock/version.php then go to site admin -> notifications to update it.
If that doesn't work then show the contents of access.php.
I am running into a weird problem. I have three SharePoint list and was successful in editing the interface using Infopath from the list>> Customize Form option. But the problem raised for one particular list.
Initially, I changed the look n feel of it using InfoPath and published it but now when i am trying to update any further changes, its not happening.
When i am opening the form in InfoPath its showing all the updated changes but whenever i am publishing it and then trying to open a new item or update an existing item, the previous form is showing up instead of the updated one!
You need to deploy the updated InfoPath form in Central Admin. Goto Central Admin > General Application Settings > Upload Form Template and upload your published InfoPath form. Then, as long as the list is associated with the form, when you create a new item, you will see the new InfoPath form. Sadly, this won' work for existing items in the list, only new ones.
Good luck!