Custom Form – Edit Fields Based on Permission Levels in SharePoint (Screencast)
Author: Laura Rogers, Birmingham, AL
SharePoint 911
This webcast shows how to create conditional formatting in a custom list form, in order to hide or display fields based on the logged in user’s permission level.
The supporting document is here on my blog. Also, this is the link to Ian’s blog that I referenced. The prerequisite to this webcast, is last week’s Customize Form Pages in SharePoint.
Join Laura on October 9 as she presents “Health Care Case Management Solutions in SharePoint“. In this three hour, live online, hands-on workshop, you’ll implement a full solution for Health Care Case Management in SharePoint. The scenario used is one to manage a new patient check in at a hospital.
When a new patient arrives in the hospital, there are phases that the patient goes through in their hospital admittance process. In this workshop, you will learn how to create a custom solution for the management of these patients in SharePoint.
Author: Laura Rogers, Birmingham, AL
Laura Rogers is highly visible in the SharePoint community through her contributions on Stump the Panel, regular screencasts and articles on EndUserSharePoint.com, and speaking engagements at SharePoint conferences.
Laura is a regular presenter in the EndUserSharePoint.com live online workshops, including Excel and SharePoint: I didn’t know you could do that!, Health Care Case Management Solutions in SharePoint and Manage Input with Dynamic Feedback Forms in SharePoint
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Question is with designer solution how to move solutions across environments or implement the same on 100s of list/libraries. i think not scable at all
Laura,
thanks for this great blog..while following the steps shown by you in ur blog.. i am not able to open my newly created web part page…it gives me error ” Unexpected end of file looking for tag.”
even i do small changes after inserting custom List Form it gives me the same error..can you please throw some light on this ?
Hi,
I have the same concern as Sandeep has.
How to make it scalable? Can i do it programmatically so that i can implement it as a solution?
Rishi,
I don’t know if it’s possible to make this scalable. I’m not a programmer.
The other issue with this approach is that it’s not suitable for fields with “Append Changes to Existing Text” enabled. Read-only fields will only display the last change, but will not display the history of changes. And yes, this is not a scalable solution – it’s a workaround for those who have got access to properly deployed solution. Hopefully SharePoint 2010 addresses this.
Scrap my last comment, there is a way to display history for versioned fields:
http://unitedsupplyco.sharepointsite.net/publicfacing/bensblog/Lists/Posts/Post.aspx?ID=41
The link to Ian’s blog is also no longer valid. Alas, I was not successful in locating a valid URL on his web site… his archives start about 3 or 4 months after that particular blog entry was posted.
Here’s the fixed link to my own blog about this:
http://sharepoint911.com/blogs/laura/Lists/Posts/ViewPost.aspx?ID=3
AND here’s the fixed link to Ian’s blog:
http://www.wssdemo.com/Blog/Lists/Posts/Post.aspx?ID=36
Hi Laura,
Thank you so much for the info – it was really helpful!
I have one question though:
I am building conditional formatting for list items and for that reason i have created a custom permission level within my subsite. I have named it “Editors” and i have assigned only view and edit rights to this role.
Now, when i want to show my content to specific groups, i have to apply conditional formatting, where i use the “IfHasRights” expression. And i want to include in this expression the Permission Mask of my custom permission level (Editors).
Is there any way to include this in the XPath Expression (can i find this “custom” Mask anywhere, is there any fancy piece of code for that thing), or should i use a combination of Expressions, i.e. ddwrt:IfHasRights(1) and ddwrt:IfHasRights(4) – for viewing AND editing rights?
Many many thanks in advance.
Spiral:
“should i use a combination of Expressions, i.e. ddwrt:IfHasRights(1) and ddwrt:IfHasRights(4) – for viewing AND editing rights?”
Yes, that’s the way you would do it (theoreticaly – I’ve never tried it). There won’t be a permission number for your custom permission level, because these codes aren’t based on permission levels. They are based on each of the permissions that exist, that comprise any given permission level.
Hi, Kaldeera Advanced Forms is a simple tool that allows to modify layout, visibility and access to all fields of any SharePoint form.
Additionally, for a environments with the same 100s of list/libraries, you can define Kaldeera Advanced Forms to Content Type level.
You can see Kaldeera at http://www.kaldeera.com/es-ES/products/AdvancedForms/Paginas/default.aspx
Item level Permission for list
I have a list for example ‘Job’ in one of site.
This Job list contain 4 fields SI No,Job No,Technician,Start Date.
I want to create some properties of this list as follows,
The fields SI No and Job No are filled by me and the remaining column(Technician and Start date) are filled by some other user by their login .
The first 2 fields (SI no and Job No) should be read only for the other user.
Could you please suggest a solution.
I am using sharepoint 2007
Ams,
You may want to read my article about how you could accomplish this same type of thing using content types: http://www.sharepoint911.com/blogs/laura/Lists/Posts/ViewPost.aspx?ID=49
Thank you for your reply.
It is a good article.
But Laura, actually I want to make read only fields instead of hidden.
Is it possible ?