Monday, May 26, 2014

Footers in SharePoint Workflow Email

A very common workflow task is “send email”. It can be a challenge to identify which workflow is sending the email when the time comes to edit that workflow generated email.

To make that easier, I like to include a “Workflow ID (WF-ID)” in the footer of my email.

I use the name of the Workflow as my “Workflow ID” and that way, when I am asked to make a change to the email message, it is very easy to locate the Workflow that contains that email message. It’s a simple idea – but it saves me time and comes in handy!



Thursday, May 1, 2014

HTML Title Tag Manipulation in SharePoint with Jquery

Suppose you have a dynamic page that is displaying records from a SharePoint list. The HTML <title> tag will only be able to display the single title of the page for every record.



You can use Jquery to read a unique title from the list record and display it as the HTML <title> tag.

The following is accomplished with the SharePoint HTML Form webpart and SharePoint Designer.

First, look at your page in the browser with a developer tool such as Firebug. The list column “title” is what we want to use as the HTML title tag. We need to wrap the table row tag with a class.


Switch to SharePoint Designer, open your page, and find the table detail that contains the Title value.

Create a span tag with a class and a meaningful name.  In my case, this is what I used:
<span class="resourcetitle">Title…..</span>


With a class created around your title tag, you can now use the following script in a webpart on your page.

Edit your SharePoint page in the browser and insert an HTML form webpart.

Open the source editor of the Webpart and replace the default text with this script:
<script type="text/javascript" src="http://ajax.googleapis.com/ajax/libs/jquery....</script>
<script>
$(document).ready(function () {
var strTitle = $('.resourcetitle').text();
$(document).attr('title', strTitle);
});
</script>

Remember to set your webpart chrome to none and click ok.

Preview your page and you should now have the list item title in the browser tab and the html title tag.

Tuesday, April 8, 2014

Data cannot be inserted because there is no matching record - Sharepoint / Access List Error

Occasionally, my SharePoint 2010 list, which is attached in a MS Access 2010 database will refuse to allow me to run an update query on the list.

The Access error I get when running the update query is “Data cannot be inserted because there is no matching record".

An internet search lead me to some clues, but none of the responses directly applied to my situation.

I did find an answer from these clues and added my solution here: http://stackoverflow.com/questions/3791372/data-update-error-with-sharepoint-2010-and-ms-access-2010

In my case, my attached list is called “ProjectSearch” and running an update query on the list produced this error.




I observed that my database had an additional list that was automatically attached for me when I attached to my “ProjectSearch” list. This is not a list that I see in SharePoint – but it is an important relationship in Ms Access to the list.  I found that reading more about SharePoint to Access lists helped http://office.microsoft.com/en-us/access-help/import-from-or-link-to-a-sharepoint-list-HA001230313.aspx

To resolve my list error, I simply needed to refresh this secondary additional list. Then I was able to run my update query without an issue.




Wednesday, February 12, 2014

Outlook 2010 - find a folder


OK… this isn’t a SharePoint topic – but I was frustrated by this issue and it became a catalyst to find an answer and then share that finding.   Hope it helps someone….

In our efforts to organize our emails, we can get carried away with nested folders in our Inbox Cabinet.   Maybe you're one of those people who take great pride in keeping your Inbox clean by filing away important emails.  I commend you.

But sometimes you need to file a new email into a nested folder and you just can't remember the parent folder.   There isn't an obvious way to search for a folder name - but there is a way you can discover the path to your nested folder.

The trick lies in searching for an email term that likely resides in the folder you want to locate.

To illustrate, let's assume you created a nested folder called "donor sites".   You don't recall what parent folder - or complex hierarchy of folders - in which it may reside.

Start in your inbox, and search for a likely term contained in emails within your donor sites folder - perhaps "charity".
 

 
From the initial results, click "try searching again in All Mail Items".  Now look for the desired folder name in the "In Folder" column.  (If you are not displaying the In Folder column - see how to add,remove, or move a column).

 

Open (double click) that email in the desired folder and press Ctrl+Shift+F to open Advanced Search.   Next click the Browse button to see a list of folders.   Ta-da!  You have just discovered the path to your nested folder.
 


 
It would be nice if Outlook could search for folder names - but until that day arrives, this is one method I've found to achieve that goal.

 

Sunday, November 18, 2012

Trouble-shooting file not found error after export / import of a webpart

I learned something new about exporting and importing a webpart in Sharepoint 2010. Here's the scenario: I exported a form webpart from Sharepoint Designer. Once I imported it to my page, the page would throw this error of "file not found".
When I looked at the logs, it basically said, "there is no Web named http://...."
That lead me to open the exported webpart with NotePad ++ and there I found 5 references to a site path which included the domain name.

I whacked the domain name, leaving only the relative path, saved and imported the webpart again.

That resolved the error.

Saturday, September 22, 2012

Finding the key to understanding Sharepoint

I liked this video as it attempts to enlighten us on the key to understanding SharePoint. I must say, when I attend conferences, there is actually starting to be a line in the Women's bathroom. So I don't know for how long Mark Rackley can get away with a talk like this, but there truth to his presentation with regards to understanding SharePoint.

Thursday, September 20, 2012

Demo of InfoPath 2010

Attending a Bootcamp immersion class and learning some very good things.  Today's topic was InfoPath and I was impressed with the power of this tool.  It seemed familiar to me as it reminded me of both designing with Dreamweaver and Ms Access forms.

I created a couple of videos using Jing to highlight what we learned today.

Part One details Replacing the Sharepoint New Form with an InfoPath Form  (5 minutes)

Part Two details Using the Infopath Webpart on a Sharepoint 2 column page (5 minutes)

While I could only scratch the surface in this class, I want to learn more about InfoPath.  Did you know you could do the following with InfoPath?
  • apply themes to the form
  • create controls such as buttons, combo boxes, date pickers, and dynamic text in calculated values
  • add in rules to offer a complex form by hiding fields based on form choices, making some field optional, etc
  • display the form in a webpart on your webpage
All pretty simple and quick.