Configure and Organize documents in SharePoint – 2

There are 4 different ways to configure and manage document library.

• Folders
• Metadata
• Content Type
• Document Set

Part 2 will focus on Metadata Pros and Cons.

SharePoint Metadata presents a nice alternative to organizing documents in the SharePoint Document Library.

Metadata is best for:

• Teams that require standardization of their documentation
• Teams that need ability to easily find documents
• Anytime when you have lots of people uploading and accessing the files
• Larger teams

Pros:

• Organizes documents in a presentable fashion
• Allows for filtering, grouping, sorting of documents based on their properties
• Improves User Adoption of SharePoint
• Excellent way for newbies to find the right documents

Cons:

• Requires setup before documents can be uploaded to SharePoint Document Library
• No out of the box ability to set permissions based on metadata (the whole SharePoint Document library will have same permissions)
• “Open with Windows Explorer” and “Sync to desktop” no longer makes sense as there are no folders (all files sit in 1 flat library/folder)

Configure and Organize documents in SharePoint – 1

There are 4 different ways to configure and manage document library.

• Folders
• Metadata
• Content Type
• Document Set

Part 1 will focus on Folder Pros and Cons.

There are cases when users go for folders.

Folders are best for:

• Quick way to store files in SharePoint
• Teams that don’t need strict control over their documents
• Smaller teams
• Situations where unique “per folder” security or permission is required

Pros:

• Little or no setup required

Cons:

• Difficult to Find and manage
• Possibilities of adding duplicate file to different locations
• No Filter or Sorting options available

Verify is page is in edit Mode using JQuery SharePoint

Below is the sample JavaScript code to detect whether the page is in edit mode or not. This call will return true if page is in edit mode, or false if in view mode.

var InEditMode =(document.getElementById(‘MSOLayout_InDesignMode’).value == 1) ? true : false;

This will work in All SharePoint versions!

Next Steps

Before your UI calls or UI functions – perform a quick logic test. If the value of InEditMode is false, proceed with the rest of the script:

if(!InEditMode){

…

}

You could even use this technique to add a class name to the or tag to circumvent issues from CSS.

Feel free to drop me email on bipinparshottam@gmail.com, skype:bipin.pankhania incase of queries.

Add Column to List and Content type Using Powershell

Below is the code you need to execute to add a column to List and Content type using PowerShell. Copy below code to notepad, rename the notepad with CreateField.ps1 and then execute the code from PowerShell.

#####################Code Starts

# Add PsSnapin if not already added

if ( (Get-PSSnapin -Name Microsoft.Sharepoint.Powershell -ErrorAction SilentlyContinue) -eq $null )

{

Add-PsSnapin Microsoft.Sharepoint.Powershell

}

# Call the function with WebURL, List Name – where you want to add column

# FieldName – the nae of the filed you want to add – type is hardcoded in below function

# Contenttype name – the content type name you want to add field to

function CreateColumn($webUrl, $listName, $fieldName, $contentTypeName )

{ $web = Get-SPWeb $webUrl

Write-Host “$($web.URL)”

$pageList = $web.Lists[$listName]

Write-Host “$($pageList.URL)”

$pageFieldisNewTillDate = $pageList.Fields.Add($fieldName, “DateTime”, 0)

$pageList.Fields[$pageFieldisNewTillDate].Title = $fieldName

$pageList.Fields[$pageFieldisNewTillDate].Description = “Description here”

$pageList.Fields[$pageFieldisNewTillDate].DisplayFormat = “DateOnly”

$pageList.Fields[$pageFieldisNewTillDate].Update()

$pageList.Update();

$field = $pageList.Fields[$fieldName]

Write-Host “Field created” + “$($field)”

$fieldlink = New-Object Microsoft.SharePoint.SPFieldLink $field

#Write-Host “$($fieldlink)”

$contentTypeContact = $pageList.ContentTypes[$contentTypeName]

Write-Host “$($contentTypeContact.Title)”

#add the new field to content type you need

$contentTypeContact.FieldLinks.Add($fieldlink)

$contentTypeContact.Update()

$web.Dispose();

}

# Function is called with valied input parameters

CreateColumn -webUrl “https://xxx.com/Contacts” -listName “Pages” -fieldName “isValidTillDate” -contentTypeName “Contacts”

CreateColumn -webUrl “https://xxx.com/KnowledgeUpdate” -listName “Pages” -fieldName “isValidTillDate” -contentTypeName “KnowledgeUpdate”

#####################Code Ends

Feel free to drop me email on bipinparshottam@gmail.com, skype:bipin.pankhania incase of queries.

Percentage Complete Progress Bar in SharePoint 2013

% Complete Progress bar in SharePoint 2013

Need to add following Javascript code to MasterPage Gallary. Here we have added tasklist.js file, need to select below content type and other properties.

Copy paste below code between start and end to text file, rename it with TaskList.Js

Code:

/*****************Starts************************/

//Please drop me an email if you want code, as I am unable to copy paste in my blog, hence I have given the screenshot of the code.

/******************Ends*******************/

Need to Add TaskList -> List View webpart to specific page, Edit webpart, under Miscellaneous properties of webpart, provide the path of the TaskList.Js file from where it needs to pick up latest JavaScript code.

After this click on OK , Save and Check in the page. This will show task list %complete as follows.

The main code in TaskList.Js is below, this code arranges nested div and span in proper style, with modification in Span, one can choose to display % Left or right aligned.

Below is the main code from JavaScript function

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for queries, suggestions, feedback contact me on

email :bipinparshottam@gmail.com

skype: bipin.pankhania

Create Host named site collection

Create Host named site collection using PowerShell
Need to execute below Script to Create Host named site collection using PowerShell.

Add-PSSnapin Microsoft.Sharepoint.Powershell

New-SPSite ‘http://siteurl’ -HostHeaderWebApplication ‘http://webapplicationurl’ -Name ‘TitleYouwanttoCreate’ -Description ‘Site description’ -OwnerAlias ‘admin’ -language 1033 -Template ‘BLANKINTERNET#0’

Above fields are self-explanatory, need to supply
• SPSite -> SiteCollection URL -> the way you want to create it for SPSite
• HostHeaderWebApplication -> Webapplication URL on top of which you need to create Site Collection.
• Name – Site Collection name
• Description – Site Collection description
• OwnerAlias – System Admin account
• Language -1033 for UK English
• Template – the template code you need to create Site Collection.

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for queries, suggestions, feedback contact me on

email :bipinparshottam@gmail.com

skype: bipin.pankhania

Get all workflows associated with all lists in Site

Here I have written a PowerShell script to find details of all workflows associated with all lists in Site Collection.

//Script Starts

Add-PSSnapin Microsoft.Sharepoint.Powershell
$url = “http://contoso.com”

$spSite = new-object Microsoft.SharePoint.SPSite($url)
foreach($web in $spSite.AllWebs)
{
foreach($list in $web.Lists)
{
foreach($wf in $list.WorkflowAssociations)
{
Write-Host “$($list.Title)” -foreground White
 Write-Host “$($wf.Name)” -foreground Green
}
}

}
$spSite.Dispose()

//Script ends

This script provides details on workflow associated with list, once we get the information about workflow, we can execute other commands as required.

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for queries, suggestions, feedback contact me on

email :bipinparshottam@gmail.com

skype: bipin.pankhania

Known issue with Globally Reusable Workflow SharePoint 2010

Hello, here I would like to share details about issues I faced with SharePoint Designer 2010 when tried to edit and Save globally reusable workflow.

what I did is, I had taken a copy of Approval – SharePoint 2010 workflow.

Did some changes, and published it globally.

Step to Copy and Edit Existing Globally Reusable Workflow:

Step 1: Open SharePoint Designer 2010 -> Open the site -> Click on Workflows left navigation panel.

Right Click on Approval -SharePoint 2010 from the list of available workflows.

Step 2: Fill in name and description. this will open following screen. Click on first highlighted part(Approval workflow Task).

Step 3: Click on Change behavior of overall task process and make changes as per your need, click Save and Publish.

Now after Publishing, when I tried to edit again and Clicked on Save, it detached workflow instance from List/Library wherever it was used after first Published.

seems this is a known issue with SharePoint Designer  2010 with no solution around.

here are few references.

https://social.msdn.microsoft.com/forums/sharepoint/en-US/24776323-9c76-4d57-a76d-621640e7ae62/problems-with-updating-globally-published-and-reusable-workflows

https://www.kieferconsulting.com/blog/Pages/SP2010GlobalWorkflowErrors.aspx

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for queries, suggestions, feedback contact me on

email :bipinparshottam@gmail.com

skype: bipin.pankhania

Custom Content Query Webpart View Additional/Custom Fields

Here I would like to explain details on How to fetch additional/custom fields in Custom Content Query webpart programmatically.

We can set CommonViewFields property of Custom Content Query webpart to fetch additional/Custom column.

Following is the example of sample Custom Content Query Webpart, I assume user has basic knowledge on how to create Custom Content Query webpart class. It is a normal class which Inherits from ContentByQueryWebPart

public class CustomCQWP : ContentByQueryWebPart
{

//Variable Declaration(same approach we take generally for class)

public string srtTBD;

Public int intTBD; etc.

// Override onInit method

protected override void OnInit(EventArgs e)
{

//here we write our sample query which will override existing ContentQueryWebPart’s Query.

base.OnInit(e);
SPQuery query = new SPQuery();

QueryOverride = “<Query><Where><Eq><FieldRef Name=\”Title\” /><Value        Type=\”Text\”>test</Value></Eq></Where></Query>”;

//here we specify additional/custom field which query should bring across

// this is similar to adding one more field to viewFields in CAML Query

QueryOverride = query.Query;
this.CommonViewFields = “PublishingPageContent,Publishing HTML”;

//this.CommonViewFields syntax would be “Internal Name, DataType”

}

protected override void CreateChildControls()

{ // Your code here..

}

}

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for queries, suggestions, feedback contact me on

email :bipinparshottam@gmail.com

skype: bipin.pankhania

Write to ULS Logs Programmatically in SharePoint 2013/SharePoint 2010 On Premise

This is in continuation with blog I posted on “ULS logs in SharePoint 2013/SharePoint 2010 on premise”

Here I would provide approach to write to ULS logs programmatically. User needs to have basic knowledge on how to open Visual Studio 2010/2012/2013 and should have basic knowledge on how to write a class.

To start with we will create a class in Visual Studio, need to paste following code to class(please make formatting changes).

//Class Starts

———————————————————————————————-

using System.Collections.Generic;
using Microsoft.SharePoint.Administration;

namespace SampleLogger.ULSLog
{
public class SampleLogger : SPDiagnosticsServiceBase
{
private const string PName= “Sample Log “;

private static SampleLogger  logger;

 private SampleLogger() : base(PRODUCTNAME + “ULS Logging Service”,            SPFarm.Local)
{}

/// <summary>
/// Here we create Log Instance
/// </summary>
private static SampleLogger loggerInstance
{
get
{
if ( samplelogger != null) return samplelogger;
else return samplelogger = new SampleLogger();
}
}

/// <summary>
/// Options to specify different Log Category under which logs will be    classified in ULS log
/// </summary>
/// <returns></returns>
protected override IEnumerable<SPDiagnosticsArea> ProvideAreas()
{
var diagnosticsCategories = new List<SPDiagnosticsCategory>
{

//One can add more categories as per requirement
new SPDiagnosticsCategory(LogCategory.ApplicationPages.ToString(),               TraceSeverity.Unexpected, EventSeverity.Error),
new SPDiagnosticsCategory(“SampleLogger Details”,                                                 TraceSeverity.Monitorable, EventSeverity.Information)
};
var areas = new List<SPDiagnosticsArea>
{
new SPDiagnosticsArea(PName, diagnosticsCategories)
};

return areas;
}

/// <summary>
/// Follwoing creates Trace Entry
/// </summary>
/// <param name=”methodName”>Method Name Object</param>
/// <param name=”traceMessage”>Log Message</param>
 public static void WritetoULS(string methodName, string traceMessage)
{
SPDiagnosticsCategory category =                                                                                    loggerInstance.Areas[PName].Categories[“SampleLogger Details”];
loggerInstance.WriteTrace(0, category, TraceSeverity.Monitorable, PName+ ” Custom::” + methodName + “::” + traceMessage);
}
}
}

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//Class ends

Now Call the class from other location(webpart.cs, usercontrol.cs, event receivers, other class.cs) etc to use and write to ULS logs

SampleLogger.ULSLog.WritetoULS(“Your Sample details here”, “Anyother info you feel needs to be written”);

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for queries, suggestions, feedback contact me on

email :bipinparshottam@gmail.com

skype: bipin.pankhania