Immediate Solutions for Everyday Business Problems

The Scoop: SharePoint 2010 Records Management

Original Publication Date: Tuesday, November 10, 2009
Filed Under: Document Management, General Observations, Libraries and Lists, Mike Ferrara, SharePoint 2010, Workshops | Leave a Comment
SharePoint User Level: Power User
 

Support for in-place RM within all libraries is a major plus if you are looking for SharePoint 2010 to be your solution. Not only does this reduce IT overhead, but it allows your end users to live in the appropriate libraries for all relevant information. They won’t have to leave the confines of their collaborative environment to find a business record that relates to their project.

List administrators should be able to send e-mails to all the approved and registered users specifying some filters. For instance, the list administrator should be capable of sending e-mails to all the registered users from Canada. In this article, I will show you how to implement this requirement using Microsoft Word Mail Merge.

Dealing with the [Today] problem in SharePoint Calculated Fields

Original Publication Date: Monday, November 9, 2009
Filed Under: David Petersen, Libraries and Lists, Tips and Tricks, Workshops, jquery | 2 Comments
SharePoint User Level: Power User
 

More searching didn’t turn up any other solutions. I tried various vbscript/excel functions in the calculated field to no avail. Then I started thinking clientside. I figured that if I could identify the fields in the list display, I should be able to manipulate them with jQuery. A quick search turned up a nice little piece of code by Paul Grenier on EndUserSharePoint.com. He has written a series entitled jQuery for Everyone and one of his articles was on Replacing [Today]. In his article, Paul talks about replacing a DateTime field with an Aging calculation. His article calculates a DateTime from the last modification date.

SharePoint Problem Solved: Amnesia Problem: Multiple Content Types on Libraries

Original Publication Date: Thursday, November 5, 2009
Filed Under: Content Type, Document Management, Libraries and Lists, Nick Grattan, Workshops | 1 Comment
SharePoint User Level: Power User
 

I describe a problem whereby document libraries having multiple content types use the default content type when documents are saved regardless of the selected content type.

This is the fifth article in a multipart series that is intended to help you create mailing lists for your SharePoint sites or blogs without writing a single line of .NET Code. In the introductory article, I listed the project initiatives, requirements, and objectives. In Part 1, I created a secured backend where we will store the subscribers’ contacts. In Part 2, I configured the ‘Contact’ content type, created a subscription form for the mailing list and did some simple customizations to it. In Part 3, I utilized the thrilling DataFormWebPart to further extend and enhance the subscription form to meet the project requirements. In Part 4, I implemented requirement # 3 by creating a list that comprises the names of all the countries of the world and a lookup field that gets its values from this list.

This is the fourth article in a multipart series that is intended to help you create mailing lists for your SharePoint sites or blogs without writing a single line of .NET Code. In the introductory article, I listed the project initiatives, requirements, and objectives. In Part 1, I created a secured backend where we will store the subscribers’ contacts. In Part 2, I configured the ‘Contact’ content type, created a subscription form for the mailing list and did some simple customizations to it. In Part 3, I utilized the thrilling DataFormWebPart to further extend and enhance the subscription form to meet the project requirements.

SharePoint: Things I’ve Learnt About InfoPath and Forms Services

Original Publication Date: Wednesday, November 4, 2009
Filed Under: Derek Goodridge, Libraries and Lists, Workflow, Workshops | 2 Comments
SharePoint User Level: Power User
 

Recently I’ve been involved in the development of a SharePoint 2007 solution using InfoPath and Forms Services. The purpose of the solution was collection of employee questionnaire data using one of several forms designed as a multi-page survey. 

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