Comments on: SharePoint: Filtering with Web Part Connections

By: Katrenia

Katrenia — Fri, 07 Jan 2011 21:34:36 +0000

In Sharepoint 2010, you have the option to “send first row to connected Web Parts when page loads”. It’s under Miscellaneous when you are editing the web part.

I have the reverse problem of you – I WANT all the items to display if nothing has been selected. But in Sharepoint 2010, I cannot get it to display items (nothing!) in the second web part if a selection has not been made in the first web part. AACK!

By: Kerri

Kerri — Mon, 13 Dec 2010 21:04:46 +0000

Hi ams. Try using a Form Web Part. If you have both Employee and Project lists on the page, both with employee number included in each view, you can connect the Form Web Part to the two lists, then use the field in the Forms web part to filter on employee number. The Form web part allows you a free text entry, but don’t be decieved, it really is not searching the list, it is filtering, so values have to match exactly in order for it to work.

By: ams

ams — Mon, 13 Dec 2010 10:19:02 +0000

I have 2 lists Employee and Project. Employee list contain empno,empname,address.
Project list contain project no,empno,project name.
I want create a search option. ie when giving empno, I want to get the empname,address,project name. Is it possible?

By: Jane

Jane — Wed, 01 Dec 2010 15:42:21 +0000

Did you find a way to change it back to a radio button? I am seeing the same strange double headed arrow and am wondering how to get rid of it. Thank you.

By: Kerri

Kerri — Mon, 15 Nov 2010 13:41:56 +0000

Pradeepti, Sure, just edit the Appearance of the web part under Modify Shared Web Part and give it any Title you want. If you need more instruction for your end user, add a content editor web part. ~Kerri

By: Pradeepti

Pradeepti — Mon, 15 Nov 2010 09:44:32 +0000

Hi Kerri,

Can we give a title to the radio button column that appears once the connection is established between two lists?

Thanks
Pradeepti

By: Allan Bury

Allan Bury — Tue, 05 Oct 2010 12:55:27 +0000

Thank you, Kerri.
That will work for me. Identifying similarities will reduce the number of sites to a manageable level.
I appreciate your help.

By: Kerri

Kerri — Tue, 05 Oct 2010 12:39:22 +0000

Hi Allan. Thanks for your nice comments! As for the project management template, we are currently only combining multiple related projects on one site. To say only smaller related projects is not entirely true either. Some projects are very complex, but because one project manager runs them and the tasks in each are very closely related, this set up works well for him. Another instance is a project with a huge time crunch, only a few months to complete, immovable deadline, but the project affects multiple departments, some with large, some with smaller project needs. With this template we can track them all and keep a strict eye on where we are as that deadline hurdles towards us. It is that thread of similarity that ties them to one site, which then also ties all the planning material together too, so when that information is all similar, the project managers work together to fill in the information as they require it; they only use the web parts they need at the time (all that planning information is completed at kickoff with the group). I included an ‘Archive’ column for every list on the multiple project site template, but I haven’t yet automated that process, as long as it is there I have the option with minimal work, when I get that far. I hope that helps.

By: Allan Bury

Allan Bury — Tue, 05 Oct 2010 08:58:00 +0000

Many thanks, Kerri.
What an enlightening article! I always get so much from your practical guides, and you just connected up a few puzzle parts for me, combining some great SharePoint tools.
I already use Dux’s excellent SharePoint for Project Management, to collate all the information; and separately in scheduling applications, I use Christophe’s Easy Tabs along with the Connections feature as a powerful focus on the data that I need to highlight. I am looking to combine the two, and your solution is just what I need.
I have a couple of queries on your PM template:
How do you deal with large and small projects in the same lists? I have treated them separately, with small jobs recorded and tracked in lists with only the necessary detail, to save on PM effort, and full projects each given their own sub-site with all the usual PM lists. Is it just a case of using only the lists relevant to the complexity of the project?
Can you easily handle a number of complex projects within one site? It would be great for reporting, but do you get problems with archiving completed projects, or giving limited access to occasional users. I use this on BPOS, and wish to extend limited access to external users.
Allan Bury
@interezia

By: My solutions spotted in the blogosphere « Path to SharePoint

My solutions spotted in the blogosphere « Path to SharePoint — Tue, 28 Sep 2010 08:44:28 +0000

[...] SharePoint filtering with web part connections The Easy Tabs in context: Kerri Abraham shows how to combine Web Part connections and Easy Tabs to make content more accessible. A very useful post! [...]