I need to create a dynamic form/workflow in SharePoint. What I am trying to do is create a form that has a drop-down selector with 2 options Projects and Proposals. Depending on which of those two the submitter chooses the form will change which fields are displayed in the form below them.
The goal is the have the form populate 1 list and just populate different fields depending on the form type chosen.
Is this easily doable?
Our SharePoint environment is being provided by Microsoft's Office365 solution.
Did you try Content Types ? You'll not get drop-down (however I've seen drop-down for document libraries with content types), but you can achieve your target: when creating new item you can select which type of item to create (Project or Proposal) and when you'll get fields according to that content type. All data will be stored in the same table.
Related
All,
I have a custom field that was added to TFS Azure DevOps and now I need to update any Feature or Story that have a certain text in that field.
Example:
Custom field: PGM0001234
(present both on Features and Stories)
Change to: PROG0004567
Is there a way to do that either on the backend or VisualStudio? There are thousands of work items that need updating so it's not like it's less than 100 feature/stories.
Yes. Create a new Query from ../_queries and set the Field to your custom field.
Run the query, and the results will contain all items where your custom field contains the value PGM0001234.
In the results set, select all and then click the ... after one of the items and choose Edit from the menu.
In the Edit work items dialog, select your custom field and assign new value in the Value field. Click OK and you'll be taken back to the query results with everything in bold. Press 'Save Items` and TFS will then apply the change.
TFS may complain that some fields contain invalid fields, such as Assigned To is a user who has left the business. You may need to bulk-reassign those items to another user in the Edit work items dialog.
Another option is to use Excel. Create a query like the one mentioned above, then open that query in the Excel plugin for Azure DevOps. Do a search and replace or other bulk edit in excel and then het the publish changes button.
Excel is a really convenient way to bulk edit work items.
Software Platform - NetSuite
Goal - Run a weekly sales report. Use the data from that report to populate a custom item field on the item record (Kit item) in NetSuite.
Can this be done using a workflow or???
Before you try to write a Script or create a Workflow, I recommend you investigate NetSuite's ability to populate Custom Fields with Search Results.
Check out the Help page titled Creating Custom Fields with Values Derived from Summary Search Results for the details.
The basic process will involve creating a Saved Search that generates the data you need, then using the Validation and Defaulting tab on your Custom Item field to select the Search you created.
This should be done using SuiteScript. In your script, run a search, store the data as JSON, and submit the data to the item record. You could submit the data into a single text field on the item record, but it would be better to create a Custom Record Type "Sales Report" which has a list/record field sourced from the item and with the "Record Is Parent" checkbox checked. This will display your custom record on the item in a sublist. Using a Custom Record Type will allow you to store the data over multiple iterations. If you use a field on the item record it will be replaced each time you run the script.
I am using a data connection list to load desired views in an InfoPath form on SharePoint. I have a permission list with 2 columns: usernames and control group. My form on the main list loads a specific view based on what the username and group are of the permission list. You have to filter out the group based on the form's username() function to match the username column and set that as a condition to (on form load) change it to a specific view.
All this works, but the problem comes in when you have a user with multiple control groups. The filter only returns the first instance it finds. I can't think of a way to fix this. Maybe load the other list as a repeating table into the form, but then how would I reference that table in the conditions of a form load rule? Or is there a way to get a field filter to look past the first item it finds?
Update: I forgot to mention that I have to use a field to hold your filtered username:id:group aka group[title=username()] and then use that in the form load conditions. I think this is where the problem is, as this filter is what doesn't store all instances of the users id from the control list, but only the first.
SharePoint 2010 with forms created in InfoPath 2010
Are you querying the data in from info path or using visual studio, if you are querying in info path check the condition as Display name matches the username() and the query the data
I have a form and it's record source is a table. I created the form separately and added the control sources to the different fields in the form and also changed it's record source. I imported values from an excel sheet into the table and when I open the form, I do not see the tabe values being displayed in the form. Any idea what I should do to see the table records in the form?
In form design mode, check the form's DataEntry property. It sounds like yours is set to Yes, which hides existing records and only allows new entries. Change it to No and you will see the existing records.
Another possibility is that a filter is active and no records match that filter.
Use a form wizard to generate a working form based on your table. Then once you can see the data being displayed in the form, customise as needed.
Is it possible to automatically create Word documents which include list fields from a custom SharePoint list?
here is the scenario:
- custom list (over 100 columns)
- Word templates (not sure where is best to store them yet)
- Entry Form will provide data for the templates (or partial data, ie Client name, Sales Rep)
- a form that will have buttons (ie 'Create Order Form', 'Create PO')
the idea is to be able to generate partial populated templates from a custom list with a puch of a button.
You should look into the Word Control Toolkit, which uses the Open XML format SDK to achieve what you require.
The basic functionality is that you use the Edit Control Block on a selected list item to generate and populate a Word document using a template you can select from a drop-down list.
I've used it successfully to create printable invoices based on a contracts list.
Here's some links to get you started:
Generating Documents from SharePoint Lists with Open XML Content Controls
Word Content Control Toolkit (Codeplex)
Video Demo: Merging SharePoint List Data into Word Documents
Linking Word 2007 Content Controls to Custom XML
If you create a document library with custom fields (or better yet a content type), Office 2007 documents will include the fields as properties of the document. Word inludes features to add those fields to the document (Insert->QuickParts-Document Property).
You can automate the placement of items on the document by adding a document template to your content type.
I know your post is old but if you are still available, can your proposition be more detailed:
"If you create a document library with custom fields (or better yet a content type), Office 2007 documents will include the fields as properties of the document. Word inludes features to add those fields to the document (Insert->QuickParts-Document Property).
You can automate the placement of items on the document by adding a document template to your content type."