SharePoint Shop Talk Open Q&A Sessjoni IL-ĦAMIS 08/13 @ 12:30 PM EDT

Arcovis se tkun qed tospita tieni "Shop Talk SharePoint" sessjoni tagħna din nhar ta 'Ħamis 12:30 PM EDT. Show up with your SharePoint questions and we’ll do our best to entertain you with banjo jokes, smart but harmless put-downs of our fellow panelists and maybe even answer a question or two. This week’s “official” panel includes yours truly, imsieħba Arcovis tiegħi (Natalya Voskresenskaya u Harry Jones) u Laura Rodgers (ta ' twitter & EndUserSharePoint fama). Bob fox threatened to join too, but I don’t take that too seriously. Last time, kellna livell kbir ta 'parteċipazzjoni udjenza li mċajpra-linja bejn membri tal-panel u l-parteċipanti u nistenna l-istess se jiġri il-Ħamis.

Dan l-avveniment huwa ko-sponsorjata mill Integrati Sistemi u Servizzi Grupp (www.issgroup.net).

Jekk jogħġbok irreġistra hawn: https://www323.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=9xrzxfs9x34sb0sm

Jekk għandek xi mistoqsijiet li inti tixtieq magħna biex jieħdu, just dial into the call and ask it. If you want us to think about it first, ibgħatilna email jew tħalli kumment hawn.

Ara inti mbagħad!

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Pre-kondizzjonijiet eżistenti: SharePoint Templates Twissija għall-salvataġġ (?)

One of my clients worked with a previous contractor to build out a small but useful HR application for the enterprise. That contractor used SharePoint Designer to implement the workflow portion of the solution. It’s a bit of a mess. Per eżempju, there are nine SPD workflows in support of a single logical workflow process and up to five of them may fire simultaneously at any given time given the right conditions. It’s not easy to debug 🙂

My customer has a number of still-outstanding requirements, one of which is to generally provide more context when the system sends out email alerts – both in the email itself as well as associated task forms. As SPD workflow implementers know, the “collect data from user” SPD action actually creates a task with a custom content type. When we use that action, we don’t get to specify much. We can prompt for some values (e.g. “approve” or “deny”) and we can specify a hard coded value in the title and description. That’s about it.

My customer’s requirement is two fold:

  1. When SharePoint sends an email about a task assignment, include a lot of information about the task in the email body.
  2. More importantly, by far – when the user clicks on the task link in the email, the task form should have all the information the approver needs in order to make his/her approve or deny decision. Right now, the manager needs to click on the item link itself to drill down into the underlying details and no one likes that. You have to click in the email. Then you need to click a sort of obscure link on the task item. Then you can look at the underlying data (an InfoPath form in this case). Then you click back/back, eċċ. Everyone hates it.

I’ve inherited this somewhat messy technical solution and I want to make changes in the least intrusive way possible.

The approach I’m taking right now is to create a custom alert template. You can read about that here. The flow works like this:

  • SPD workflow runs.
  • F'xi punt, it assigns a task to a manager.
  • SharePoint system automatically sends out an alert to that manager. This is not part of the SPD workflow but rather “what SharePoint does.” (The SharePoint timer service, I believe).
  • A custom alert handler is invoked in favor of the standard alert process (following magic rules as described in the above referenced article).
  • When my custom alert handler runs, it generates a beautiful email. More importantly, since it has the task in hand, it also decorates the actual task with all the context information necessary to meet the business requirement.
  • The user gets the email and it’s full of useful context information.
  • User clicks on the task link and the task itself is full of useful context information.
  • Everyone goes home to have watermelon and ice cream.

I did a quick POC and it works well in a lab environment. I get my custom email alert as expected. I also get to update the task description and title itself.

The only tricky bit, s'issa, is to avoid a situation where the alert updates the item, triggering another alert. This doesn’t worry me.

Looks promising so far…

The great thing about this is that I don’t need to muck about with any of the existing SPD workflows. They are blissfully unaware that an alert handler is “IIZ RUNNIN IN DA BAKGROUND, DECORATIN TEH TASK LIST WIF MOAR CONTEXT".

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Live SharePoint Q&A Sessjoni IL-ĦAMIS 07/30/09 @ 12:30 PM EDT jispiċċa 1:30PM EDT

Aġġornament: The format for this is basically a conference call with a couple of PPT slides to set the stage. We have a SharePoint environment on stand by to fire up in case it helps out, but this is mainly people talking out loud. There will be opportunities for follow up by email.

Tmur lura għall-ewwel konferenza tiegħi SharePoint qatt, ftit aktar minn sena ilu, Stajt ġiet milquta mill kif terrific Q ħajjin&A session can be. The conference organizers had put together a sort of ad hoc group of “experts” (I.E. nies li kienu mdendlin madwar u ma kinux jibżgħu tfittex li iblah up fuq il-palk) biex tirrispondi xi mistoqsijiet li ġew mill-udjenza fil-kamra. Kien fir-ras tiegħi lura mbagħad, u perjodikament minn dakinhar, li jospita sessjoni simili iżda jagħmlu dan fuq il-linja u l-telefon. Ma naħsibx li jistgħu jkunu tajbin bħala Q fil-persuna&A sessjoni, iżda naħseb li jista 'jkun pjuttost jibred.

I finalment ltqajna madwar lilha u l-Ħamis li jmiss, 07/30, kumpanija tiegħi (Arcovis) u sieħeb fin-negozju, Sistemi integrati u grupp Servizzi, se tkun qed tospita Q&A bħal dik. Jien bit-tama li tagħmel dawn regolarment, ta 'spiss kemm ta' kull ġimgħa.

Din is-sessjoni inawgurali probabbilment se jkun ftit bumpy, iżda l-kunċett huwa dan:

  • Jekk għandek xi mistoqsijiet li inti tixtieq li jkollha wieġeb matul is-sessjoni, biss juru up u jistaqsu.
  • Jekk inti tixtieq, inti tista 'email il-kwistjoni bil-quddiem.

Qed nippjanaw li jonfqu l-ewwel nofs tas-Q&A dwar mistoqsijiet emailed u mbagħad iftaħ it up għal xi ħaġa li ħadd jitlob wara li.

Is-sessjoni sseħħ nhar il-Ħamis, 07/30 jibdew minn 12:30 u li jintemmu fil 1:30 PM EDT.

Jekk int interessat, ġentilment tirreġistra hawn: https://www323.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=pxlsd9fpsm2md7h9

Il-bord se jinkludi lili u luminaries SharePoint oħra. You’ll have to sign up to find out who they are 🙂

Jekk inti tixtieq li tkun waħda minn dawk luminaries għal Q futur&A sessjoni, let me know.

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Embed Noti Developer Ġewwa Formoli InfoPath tiegħek

Jien għadhom jgħixu fil InfoPath Formoli dinja u I meħtieġa biex jagħmlu waħda minn dawk "żgħar" tibdiliet għal forma li, sfortunatament, breaks a naming convention I adopted with it two weeks ago. I thought to myself, "Xi ħadd ikun se tħares lejn dan il-ħaġa sena minn issa u jgħidu, "Dak li kien Paul taħseb? By Jove, his naming convention makes no sense!"

I realized that I could create a view on the form for this and then, għal darb'oħra, realized that I could have been doing something like this all along. I added a “Developer Notes” view to the InfoPath form as such:

image

I’ve configured the form so that users can’t get to that view and therefore, it’s only visible with the InfoPath client in design view. Now I feel a little inoculated against some future unknown developer looking at my form and thinking bad thoughts about me. Phew!

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Ġestjoni Views InfoPath

I jidhru li jmorru permezz ta fażijiet InfoPath fejn, mill-blu, I’m crafting a bunch of forms. My fingers learn how to use the tool well and then I go through nine month drought and have to learn it all over again.

Jien fin-nofs ta 'fażi InfoPath u jien ħolqien forom InfoPath ma' lott ta 'fehmiet. Ħaġa waħda inti probabilment avviż huwa li l-InfoPath 2007 client shows views in alphabetical order. This is a real nuisance some times. My best technique these days is to prepend a number to the view name so that they always show in the order I want, kif jidher hawn:

image

I wish I had been doing this all along.

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Formola servizzi għat InfoPath, Formoli Awtentikazzjoni Ibbażat (FBA) u Ismijiet File uniku

Stajt ilhom jaħdmu fuq xi InfoPath forom din il-ġimgħa fil MOSS f'ambjent FBA u tgħallmu, meta I marru biex tibgħat formoli għal ambjent produzzjoni ma 'żona FBA li l-username() function function does not work. I was using it to generate unique file names.

Well, dik il-funzjoni ma jaħdmu f'ambjent FBA (inqas, mhux barra mill-kaxxa). U, fuq riflessjoni, jużaw username fil-mod I kienet ippjanat ma kienx garantit fajl isem uniku fi kwalunkwe każ.

My soluzzjoni kienet li tuża l-issa() function and a rule that fires on loading of the form. I assign the file name to data element when it’s blank:

image

image

The advantage of this approach is that the file name is set only once. (I ma juru fil-isparatura iskrin, iżda tpoġġi kundizzjoni fuq ir-regola tan-nar biss meta "myFilename" huwa vojt). I used to set the file name at the data source level. Typically, Nixtieq nagħmel xi ħaġa (bad) bħal dan:

image

Il-problema ma 'dan huwa li jekk utent A jiftaħ il-formola tat-Tnejn u l-utent B bidliet li nhar it-Tlieta, inti ser jispiċċaw ma 'żewġ forom differenti peress li żewġ utenti differenti salvati bl-ismijiet differenti ta' utenti.

Allura, kif annoying bħala FBA jistgħu jkunu b'mod ġenerali u fir InfoPath b'mod partikolari, għamel miegħi taħseb mill-ġdid ta 'dettall tekniku żgħir imma verament importanti u l-approċċ li jien mhux se għamlu inkella!

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Niżguraw Lista / Dokument SharePoint Views Librerija Tidher (tip ta ') Possibbli ma jQuery

Dan huwa post ieħor tiegħi serje għaddejjin dwar kif tuża jQuery ma SharePoint.
Jekk inti tixtieq titgħallem aktar dwar jQuery, I jirrakkomanda ħafna: jQuery fl-Azzjoni billi Bear Bibeault u Yehuda Katz.

Waħda mill-ewwel affarijiet I ħsibt, ladarba I bdew jilagħbu madwar mal jQuery, was whether we could use it to secure a SharePoint view. The answer is “no” (or at least, I’m not claiming it’s possible). Madankollu, it is certainly possible to make it difficult for people to see a particular view.

I started with my sandbox environment when working on this. I wrote about that environment here: Quick u Easy: Oħloq Your Own Sandbox jQuery għall SharePoint.

To “secure” a view, follow these steps:

  1. Create a view you want to secure. I did that and called it “Secured View”.

    This is what it looks like when it’s not “secured”:

    image

  2. Add a content editor web part to the view’s page using the trick described in the sandbox article (I.E. add “PageView=Shared&ToolPaneView=2” to the URL).
  3. Figure out your SharePoint _spUserId by following these crazy steps, believe or not:
    1. Log into your SharePoint environment.
    2. In the web browser’s address field, tip: “javascript:alert(_spUserId”).
    3. Record the result (it’s “13” in my case).

      image

  4. Add the following javascript to your CEWP in code view:

    <script
        type="text/javascript"
        src ="../../jQuery%20Library/jquery-1.3.2.min.js">
    </iskrittura>
    
    <tip b'kitba ="text/javascript">
      $(funzjoni() {
    
        alert(_spUserId);
    
        var theSecuredView = $('iframe[FilterLink*=Secured View]");
    
        jekk ((theSecuredView.length > 0) && (_spUserId == 13))
          $('iframe[FilterLink*=Secured View]").ġenitur().ġenitur().ġenitur().html("<tr bgcolor = aħmar><td>No view for you!</td></tr>");
      });
    
    </iskrittura>
    

I’ve included that alert(_spUserId) line in there to demonstrate how this is not really a “securing” a view, but simply making it more difficult to see. More on that in a moment.

Bażikament, jQuery is looking for an iFrame on the page who has an attribute that contains “Secured View” in its value. Once it finds it, we check to see if the current user is “13”. If it is, we walk up the DOM to a <TR> tag (which I figured out by viewing source and tracing it) and then replacing that TR tag with my message. I really don’t know how robust this is (I’m very suspicious, fil-fatt), but it worked in my sandbox. If I find a better way, I’ll blog about it. This is the result:

image

I click the OK button and the data is replaced with a big red message:

image

As you can tell, the way I’ve implement this “security” solution is to allow the web part to render itself. After it finishes, I overwrite its content with my “No view for you!” message.

Despite the fact that it’s not really a “secured’” view, it’s potentially useful and with some clever work, it may eventually be securable in a more formal sense. The fundamental issue is that the client is getting all the data and then, only after it gets the data, it wipes it out. If the client is getting the data, a clever user can prevent the jQuery from running at all and see what he/she wants to see.

There are other drawbacks. This “security” approach is based off a _spUserId. We’d want to really secure based on the full SharePoint security model, or at least by user name. That becomes progressively harder, but I see some good stuff written on this subject, so I’m hopeful there’s a good answer to that problem.

The list of views themselves should be trimmed, jekk possibbli. I haven’t tried to figure that out. I assume it’s possible, but doesn’t really solve the fundamental security issue because someone could still just type the URL of the view they want (if they knew it). Madankollu, trimming makes sense. It’s a good usability feature and it helps to obfuscate things. If an end user doesn’t know that the view event exists, they probably won’t try to use it. Kultant, that’s good enough.

With luck, I’ll have more to write on this subject over time.

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Quick u Easy: Aħjar mod biex Użu jQuery jaħbu Field Test fuq Formola SharePoint

Dan huwa post ieħor tiegħi serje għaddejjin dwar kif tuża jQuery ma SharePoint.
Jekk inti tixtieq titgħallem aktar dwar jQuery, I jirrakkomanda ħafna: jQuery fl-Azzjoni billi Bear Bibeault u Yehuda Katz.

Preċedentement, I wrote about how to use jQuery to locate and hide a text field on a form. I didn’t care for the specific approach (I was chaining parents – that’s simply isn’t done these days, at least in families of quality).

When I first started to think about it, I knew I needed to find a <TR> to which I could invoke the hide() metodu. My early effort to find the correct <TR> was something like this:

$('tr:has(input[title = Hide Me!])");

The problem with that is that it would find every <TR> tag that had any parent relationship to the Hide Me! qasam, even if Hide Me! is nested many levels deep in <TR>’s. It turns out that on my sandbox form, that expression finds 9 different TR’s who have Hide Me! as a child somewhere in its DOM tree. I realized that I could walk back up the tree from the input field itself, so that’s how I ended up abusing parents, but it didn’t sit well with me.

I gave some thought to this and one of the things I read finally made sense: I could use the not() method to trim out <TR>’s I don’t want in my wrapped set. Li wasslitni sabiex dan:

$('tr:has(input[title = Hide Me!])").not('tr:has(tr)").hide();

The first bit finds all the <TR> tags that have the Hide Me! field anywhere in their own hierarchy. It then strips out any <TR> that also have a child <TR>. This leaves us with a single <TR> that:

1) Has no <TR> child records

2) Does have the input field as child.

We can then apply the hide() method to the resulting set and we’re done.

I’m still a bit nervous about this, but not as nervous as chaining parents.

I don’t know if this is a best practice or not. There may be a more appropriate way of identifying just the <TR> that we care about in a SharePoint form. If you know, jekk jogħġbok post kumment.

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Quick u Easy: Uża jQuery jaħbu Field Test fuq Formola SharePoint

Dan huwa post ieħor tiegħi serje għaddejjin dwar kif tuża jQuery ma SharePoint.
Jekk inti tixtieq titgħallem aktar dwar jQuery, I jirrakkomanda ħafna: jQuery fl-Azzjoni billi Bear Bibeault u Yehuda Katz.

UPDATE (diġà!): I ma think ta 'mod aħjar biex jillokalizza l- <TR> tag I tixtieq li jaħbu u kiteb dwar dan hawn. You may still find this article interesting anyway so I’m leavnig it up.

Irrid li jaħbu qasam tat-test, "Hide Me!"Kif muri:

image"

Il jQuery ġej ma l-trick għalija:

<tip b'kitba ="text/javascript">

  $(funzjoni() {


    $("Input[title = Hide Me!]").ġenitur().ġenitur().ġenitur().hide();

  });

</iskrittura>

Il-kodiċi huwa qal, "Issib lili oqsma kollha ta 'input li title = Hide Me!. Imbagħad, tikseb parent tagħha u mbagħad ġenitur li jmiss u l-* jmiss * ġenitur (phew!) u jinvokaw l-ġilda() metodu fuq li ħaġa, x'ikun dan jiġri jkun.

I dehret li l-istruttura ġenitur billi tiqies l-HTML għall-forma li SharePoint maħluqa kif muri:

<TR>
    <TD nowrap="true" valign="top" wisa="190px" klassi="ms-formlabel">
        <H3 klassi="ms-standardheader">
            <nobr>Hide Me!</nobr>
        </H3>
    </TD>

    <TD valign="top" klassi="ms-formbody" wisa="400px">
        <!-- FieldName="Hide Me!"
                 FieldInternalName="Hide_x0020_Me_x0021_"
                 FieldType="SPFieldText"
        -->
        <medda inti="none">
            <input
                isem="ctl00$m$g_bdb23c2c_fde7_495f_8676_69714a308d8e$ctl00$ctl04$ctl02$ctl00$ctl00$ctl04$ctl00$ctl00$TextField"
                tip="text"
                maxlength="255"
                id="ctl00_m_g_bdb23c2c_fde7_495f_8676_69714a308d8e_ctl00_ctl04_ctl02_ctl00_ctl00_ctl04_ctl00_ctl00_TextField"
                titolu="Hide Me!"
                klassi="ms-long" />
                <br>
        </medda>


    </TD>
</TR>

Din l-istampa turi l-istess, iżda markat-ġenituri:

image

L-ewwel ġenitur (1) is a span tag. Span’s parent (2) hija tag TD u mbagħad finalment irridu jiksbu l-ġenitur reali I tixtieq li jaħbu (3) li huwa l-tikketta TR innifsu.

This is a pretty terrible approach I think because it’s extremely dependent on the very specific structure of this form. When SharePoint 2010 toħroġ, this whole structure could change and break this approach. What I really want to do is craft a jQuery selector that is along the lines of “find me all the TR’s (u biss tags TR) li jkollhom x'imkien tfal elementi tagħhom f'qasam input li title = Hide Me!". I starting from the bottom and moving up. Assuming I figure this out, I ser post aġġornata malajr u faċli post "".

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Quick u Easy: Oħloq Your Own Sandbox jQuery għall SharePoint

Dan huwa post ieħor tiegħi serje għaddejjin dwar kif tuża jQuery ma SharePoint.
Jekk inti tixtieq titgħallem aktar dwar jQuery, I jirrakkomanda ħafna: jQuery fl-Azzjoni billi Bear Bibeault u Yehuda Katz.

Getting beda bil jQuery fl SharePoint hija sorprendentement faċli (lili). (I do have serious questions about a “best practices” approach to deploying these things to production, but that’s for another day). I’ve just started playing with this technology and to that end, I created a sandbox environment to use. If you’re looking to get started with jQuery, you may find this approach useful.

1. Create a Blank Site

Create a blank site somewhere in your site and call it something clever like “jQuery Sandbox”.

2. Download jQuery

You can download the jQuery javascript library from here: http://docs.jquery.com/Downloading_jQuery

Save that to to your desktop.

I have been using the “minified” version.

3. Create a SharePoint Document Library

In your sandbox site, create a document library.

4. Upload the jQuery Library to SharePoint

Access the doc library you just created and upload the jQuery library.

5. Create a Custom SharePoint List

I’ve started with a custom list because I want to muck about with standard SharePoint forms. You could also create a page in a pages library or web part pages and probably a lot of other places.

Add some columns to the custom list so that you have something to run jQuery against. My initial objectives were to:

  1. Hide a field.
  2. Assign a value to a field.

With that objective in mind, I added two text fields. Maż-żmien, I’ll be playing with links, images, lookups, eċċ.

6. Modify the NewForm.aspx Web Part Page and Add a Content Editor Web Part

This is a little black magic-ish , in that it’s a new concept to me. I first learned about this from Paul Grenier, SharePoint jQuery Superstar, at his CodePlex project site: http://spff.codeplex.com/.

Follow these steps to add a CEWP to the same page that shows NewForm.aspx for any custom list:

  1. Access the custom list and click New.
  2. Append the following to the URL: PageView=Shared&ToolPaneView=2

That will transform your boring vanilla data entry form from something like this:

image

To this:

image

Add the content editor web part to the page.

7. Write Your First jQuery Code

Open up that CEWP in the code view and add the following:

image

Here’s the actual code if you want to copy/paste:

<script
    type="text/javascript"
    src ="../../jQuery%20Library/jquery-1.3.2.min.js">
</iskrittura>

<tip b'kitba ="text/javascript">
  $(funzjoni() {

    $('#resultsID').html('There are ' + $('a').size() + ' a tags tags on this page.');

  });
</iskrittura>

Riżultat:
<div id='resultsID'></div>
/result

Note that the first <iskrittura> tag is referencing the actual jQuery library. Presumably, these things change over time, so you’ll want to make sure you a) use the right name and b) point it to the correct SharePoint document library.

Bask in the Glory

If you did it correctly, you’ll see a result similar to the following:

image

Wrapping Up

This isn’t the only way to get started, but it’s quick, easy and isolated from your existing SharePoint environment.

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