Showing posts with label Microsoft SharePoint. Show all posts
Showing posts with label Microsoft SharePoint. Show all posts

Monday, March 27, 2017

SharePoint 2013 DateTime and DateTime format sample

SharePoint 2013 DateTime and DateTime format sample:

2017-03-23


This was surprisingly hard to find for me.

Friday, September 5, 2014

Rant: MS SharePoint 2010 Hiding Lookup Item and Webparts Contradiction

Each passing month, I seem to hate SharePoint more and more. I thought I was smart to find a solution to hiding items from the lookup, but of course the other other side effects that you do not think about until later when you need the same information.

The latest episode is that I have finally a list long enough where it is worth hiding. If you had read my previous post, you'll find that you can no longer use calculated fields to hide items from the lookup list in the latest 2010 patch. So, I made a manual field just for display purposes. It is kind of dumb that you enter the same info twice but at least I had a way to control the lookup list... or so I thought.

So now the problem is when I clear out that field, I can no longer use web parts to display the "child" items into the parent list item. If I repopulate the field, the child items return back to display. The reason I thought this would have worked is because I used the Connections to value from the actual column that I thought it would attach to.

For example, I have columns DisplayText and LookupText. Initially, I have DisplayText and LookupText as "Release 1". When in the child item, there will be an item "Release 1". I add a few child items to "Release 1". On the parent item, I have added a web part to view the child lists. The connection I used was to compare the values in the lookup field with DisplayText (even though I use LookupText for the lookup field). Now when viewing the parent item, I will see the associated child items.

Later I clear out LookupText, the child item will not see "Release 1". By doing this, the parent item view with the web part to view child lists now will be empty. EMPTY?! WHY!?

Anyways... this is more of a rant because I just stayed up all last night because someone there were issues with the install process and the on-call resources could not be found or at least the proper on-call resources. I just do not understand why I cannot just do a simple relationship between two views in 2014. Or why an international corporate company cannot afford an enterprise sharepoint or even allow an inhouse server to host the data that we are managing, especially when we provide a cloud service which does not even need new hardware... the questions of why's are endless.

Friday, August 22, 2014

Work: Found Workaround when SharePoint view broken

I am still not sure why our views are at times broken. We receive an error that the data is not available but yet if we go to the all items view, all items are returned. We do not have access to the admin schedule so it possible that there are things happening in the back-end.

Whatever the case may be, my workaround to this is to click on the table section of the webform then export the data to Excel. The reason we need this is because we use this view in meetings to display what items need to be reviewed. Without the list, we are pretty much stuck and cannot continue.

I tried to play with some configurations in hopes to refresh the view to display. The problem seems to be only with this one views on a specific list (which is also the list we use the most). We have other lists but those lists does not appear to be impacted yet, although they are primarily all items views too.

Thursday, July 10, 2014

Buggish: SharePoint 2010 - Moving List Items to Subfolder, Not Possible

In summary, there appears to be no way to move a list item in SharePoint without additional code. In other words, SharePoint 2010 cannot move list items OOB or with SharePoint Designer (SPD).

I have spent several days trying different things, eventually stumbling on Reference-1 which confirms that the task is not possible. I tried moving adding toolbar (Reference-2) but I was unable to get the same options to move. I tried workflow but there is no action to create an item in a subfolder. There does not even appear to be a manual way to move items to a subfolder.

For those who do have access to the server and can code, Reference-3 appears to have some notes on it. But it appears to be similar to other "move" processes where the process is basically to create a new list item then delete the old one. The problem I have with this is that it loses a lot of the item historical data that are useful for audit.

The reason I was looking into this is to find a solution to archive old data. The benefits of archiving is to keep the current list shorter and cleaner. The other benefit is to keep the table size low. Currently, my only workaround is just to delete the data after a period of time. To "backup" the data, the current plan is to just export to Excel. A better solution would be appreciated.

Reference

1 - http://social.msdn.microsoft.com/Forums/en-US/686c2ebb-6337-4f3d-b599-24d38b67c225/moving-list-item-to-a-folder-with-in-the-same-list-based-on-condition
2 - http://www.techgrowingpains.com/2010/07/how-to-copymove-sharepoint-items/
3 - http://blogs.msdn.com/b/mcsnoiwb/archive/2009/04/30/copy-listitems-from-one-custom-list-to-another-then-move-them-into-subfolders.aspx

Wednesday, July 9, 2014

HOWTO: Enable New Folder for a List in SharePoint 2010

"Could not save the content type changes to the server. Content type [SharePoint List Location] is sealed."
When navigating to the List > Items, the New Folder icon is greyed out or disabled.

I thought this should have been intuitive but perhaps this is just the beginning signs of me aging. I am trying to create an archiving workflow in SharePoint and found this process to be more complex than it needs to be. In this attempt, I am trying to create a folder and move old items to the folder. Unfortunately, I got stuck with the above problems.

To enable New Folder, I had to navigate to List Settings > Advanced settings. Search for Folders or Make "New Folder" command available? in the list, enable by selecting Yes then click OK.

Friday, June 27, 2014

Review: SharePoint 2010 Sync with Excel 2010


  • Not SharePoint Enterprise
  • SharePoint 2010
  • Excel 2010 (although should be possible with 2003-2007)


Work is frustrating when I have to research on solutions that take more time than it would take for me to just create a custom application. The latest project is to create metrics from lists that were created in SharePoint.

At first glance, seems like a very simple task. Get access to the list, then aggregate the data. But of course, Microsoft does not make this easy at all. First you need to have so many other MS products which I (unfortunately) do not have access to.


Cons

  • Only Excel to SharePoint
    • I could not find a way to have sync if the list originated from SharePoint first
    • Must be saved as 2003 (*.xls) to save the connection for syncing
    • If you lose the connection, by saving as 2010, deleting the excel file, or losing the file, you lose the connection
    • I was unable to find a way to reconnect for syncing
    • BUT- I was able to refresh data in excel to data from SharePoint with Refresh data
  • Does not save with Excel 2010
    • It will work when you export to SharePoint but cannot save the connection
    • When saving select *.xls (2003)
  • Who knows how long this will be supported for as his has already been deprecated in 2010
    • Clearly MS trying to require more customers to purchase more products like Access when most of companies already have MS SQL
Although the ability to update SharePoint lists from Office Excel 2007 is deprecated in favor of publishing and synchronizing lists using Office Access 2007, you can use the Excel 2007 SharePoint List Synchronizing Add-in to update SharePoint lists from Office Excel 2007. ~ (Reference-1 MSDN)

Pros

  • More feed for Microsoft haters
  • At least the refresh is sufficient for reporting purposes since SharePoint is the primary entry of data
  • It appears there are other solutions but have financial costs
  • Free if you already have SharePoint (non-enterprise version) and Excel 2010

Reference

http://itblog.wolthaus.net/2012/03/synchronize-excel-2010-with-sharepoint-2010-list/ - Synchronize Excel 2010 with SharePoint 2010 List

  • Does not address having SharePoint list before having the excel file
  • Does not address if you somehow lose the excel file or create a separate file



https://www.youtube.com/watch?v=vay-J97xl44 - Export Excel Lists To SharePoint And Connect Them

  • This is most helpful for connection only
  • Does not include setup, see link above for SynchronizeWSSandExcel.xlam


https://www.youtube.com/watch?v=OZdZMaKOg7s - QA0001 - Synchronise SharePoint with Excel


  • Video I found for SharePoint 2013 (enterprise) and Excel 2013 (untested since I do not have either versions)

https://www.youtube.com/watch?v=EuW8QwAPSBw


Other SharePoint 2010 Tips
http://www.mssharepointtips.com/tip.asp?id=956&page=2


1 - http://msdn.microsoft.com/en-us/library/bb462636%28office.11%29.aspx#Office2007SynchronizeSharePointListfromExcel_Synchronizing