08 October, 2011

Publish a InfoPath 2010 form to Form Library in SharePoint 2010

How to Publish an InfoPath 2010 form to Form Library in SharePoint 2010

When you are finished designing a form template, you must publish it so that users can fill out forms based on the form template.

While publishing an InfoPath form, we have multiple options available such as
1)     Quick Publish: Publish form to current location
2)    SharePoint Server: Publish form to a SharePoint Library
3)     E-mail: Publish form to a list of e-mail recipients
4)    Network Location: Publish form to a network location or file share

In this part, we will see How to publish an InfoPath form to a SharePoint Library
Please refer the step by step details and your form will be published to the SharePoint library without any problems:
  • Click File.
  • Click Publish.
  • Click SharePoint Server



  • Enter the Web address of the SharePoint site in the text box.
  • Click Next
  • Select how to publish the form
  • Select Form 
  • Click Next
  • Click a pre-existing form library for the InfoPath form if one has already been created or click Create a new form library to create a new one.
  • Click Next
  • If you are creating a new SharePoint library, enter the name of the library in the Name text box and a description for the library in the Description text box.
  • Click Next
  • To display data from your form as a column in the form library, use property promotion. To do this, click Add, select a desired field, and then type a name for the column in the Column name box.
  • If you selected a repeating field, click a value in the Function list to define how to display the field in the form library, and then click OK.
  • Click Next.
  • Click Publish.
If you have any queries/questions regarding the above mentioned information then please let me know. I would be more than HAPPY 2 HELP AS WELL AS RESOLVES UR ISSUES


References:

07 October, 2011

Click for help about adding HTML formatting.

Few days before I worked on one issue in which Basic HTML formatting option is not available in SharePoint i.e. we were not getting full fledge rich text editor options. Here are the details:

Machine configuration:
------------------------------------
OS: Windows Server 2003 x64 Bit
IE: Internet Explorer 7.0 x64 Bit
Office installed: 2007

Without Rich text editor:











Clicking on the
                                Click for help about adding HTML formatting.
Just take you to the normal help, nothing useful there.

Normal IE rendering for Rich Text Editor













Troubleshooting Done:

-------------------------------------
1) Checked by creating number of custom list as well as discussion boards but we were missing the rich text editor functionality and getting the message towards the bottom of the window as mentioned above.
2) checked on different operation systems with the same configuration and we are able to get the rich text editor options
3) checked on our machines and we are getting the complete options of rich text editor.
4)  After extensive troubleshooting and testing on different platforms, we found the exact root cause as why it’s not reflecting the complete rich text editor options.


Problem scope:
------------------------
Machine specific

Resolution:
------------------
This issue occurs if we use 64 bit configuration of IE (version 7) and works perfectly on normal IE version i.e. cipher strength 128 bit

Root cause:
-----------------
64 bit IE configuration

If you have any queries/questions regarding the above mentioned information then please let me know. I would be more than happy 2 help you as well as resolves your issues, thank you


Typs Of Document Libraries in SharePoint Server 2010

Document libraries are collections of files on SharePoint Server 2010 that you share with other site users. Most document management features are delivered through document libraries. As part of document management planning, you should determine the kind of document libraries that best fit your organization's needs. If you plan document libraries for multiple sites, you might have to plan the flow of content from one site to another. If you plan to use document libraries as storage locations, you can customize the Microsoft Office Professional 2010 Open dialog box and the Save dialog box to ensure that documents are stored in the preferred location.


Type of Library
Brief details/description
Asset Library
Asset Library allows you to create a rich media library and lets you create, browse, share, organize and mange images, audio and video files.
Data Connection Library
Here you can create, browse, share, organize and manage files that contain information about connecting to external data connections.
Document Library
Here you can create, browse, share, organize and manage documents or other files. It also allows creating folders, versioning of documents and check-in/check-out of files.
Form Library
Here you store and manage Microsoft Office InfoPath forms (or XML files for use with Microsoft Office InfoPath) for instance business forms like a status report, purchase orders, etc...
Picture Library
Here you can upload and share pictures with others and it includes a built-in image viewer.
Report Library
Here you can create web pages and reports to track business metrics, goals, KPIs (Key Performance Indicators) and business intelligence information.
Slide Library
It allows you to create a library for storing and sharing Microsoft PowerPoint slides.
Wiki Page Library
It allows you to create and store customizable pages of content that are linked together and can be edited by several people.


Refferences:
 

how to create a discussion board in sharepoint 2010

Hello Everybody-Hope all are doing well..
This time-I am going to provide some basic details regarding discussion boardsso that it will help the beginners to explore as well as learn the discussion board details. In case of any queries/questions regarding the mentioned information then please let me know. I would be more than happy to help you as well as resolves your issues, thank you
How  to create a new discussion board
1)      Open SharePoint Foundation 2010
2)      Select Site Actions
3)      More Options
4)      Select Discussion Board
5)      Enter a Name for the discussion board and choose More Options button. 
6)      Enter a Description for the discussion board
7)      Select Yes to display the discussion board on the Quick Launch
8)      Click Create
9)      This creates the discussion board with some default columns

How to view default columns:
1)      Select List Tools > List > List Settings from the toolbar. Discussion Board Settings page is displayed
2)      Scroll down to view the columns (please refer the following screenshot)
How to Create Columns in discussion board:
 Click Create Column link:
Create the following additional columns (1) Priority  (2) Status and (3) Section Impacted
Create a Priority column as follows to track items based on priority. For example, you would like to track High priority items separately and ensure that adequate resources are available for a quicker resolution. There should be guidelines available on how the items are to be classified as Low, Medium, or High and it should be communicated to the reviewers. 

How to create a Priority column:

  • Enter Priority in the Column name field
  • Select Choice for 'The type of information in this column is' field
  • Optionally enter a Description. The description will be displayed when a feedback item is created
  • Select No for 'Require that this column contains information' and Enforce unique values fields
  • Enter Medium, Low, High (each choice on a separate line) in the 'Type each choice on a separate line' text box
  • Select Drop-Down Menu as the value for 'Display choices using'
  • Select No for Allow 'Fill-in' choices. This prevents the user from creating additional Priority values
  • Select 'Choice' radio button for Default value field and enter Medium as the value. For all new items created, the Priority will default to Medium
  • Accept the default values (selected) for Add to all content types and Add to default view
  • Click OK to create the Priority column
How to create status column

·         Enter Status in the Column name field
  • Select Choice for 'The type of information in this column is' field
  • Optionally enter a Description. The description will be displayed when a feedback item is created
  • Select No for 'Require that this column contains information' and Enforce unique values fields
  • Enter Open, Closed (each choice on a separate line) in the 'Type each choice on a separate line' text box
  • Select Drop-Down Menu as the value for 'Display choices using'
  • Select No for Allow 'Fill-in' choices. This prevents the user from creating additional Priority values
  • Select 'Choice' radio button for Default value field and enter Open as the value. For all new items created, the Status will default to Open
  • Accept the default values (selected) for Add to all content types and Add to default view
  • Click OK to create the Status column
How to Create Section Impacted Column
·         Enter Section Impacted in the Column name field
·         Select Choice for 'The type of information in this column is' field
·         Optionally enter a Description. The description will be displayed when a feedback item is created
·         Select Yes for 'Require that this column contains information' and 'No' for Enforce unique values field
·         Enter Configuration, Details (each choice on a separate line) in the 'Type each choice on a separate line' text box
·         Select Drop-Down Menu as the value for 'Display choices using'
·         Select No for Allow 'Fill-in' choices. This prevents the user from creating additional Priority values
·         Select 'Choice' radio button for Default value field and leave the default value blank. For all new items created, the Section Impacted field has to be selected
·         Accept the default values (selected) for Add to all content types and Add to default view
·         Click OK to create the Section Impacted
How to create a discussion Item
1)       Click Add new discussion
2)       Enter the Subject of the discussion or feedback. Be descriptive and keep it short
3)       Enter the details of the discussion or feedback raised in the Body field
4)       Change the default Priority value if required
5)       Accept the default Status value
6)       Select the appropriate value for Section Impacted
7)       Click Save to add the discussion item
8)       The discussion item is created.
How to Reply to Feedback Item
·         Click the Subject of the discussion item
·         Click Reply
·         Enter reply in the Body field as shown in the screen print
·         Click Save

Hide Columns in Message Content Type
·         Select List Tools > List > List Settings
·         Select Message Content Type
·         Select Priority Column
·         Select Hidden under Column Settings and click OK
·         Similarly, change the value to Hidden for Status and Section Impacted columns

How to Create an Alert
·         Select List Tools > List > Alert Me > Set alert on this list
·         Enter a descriptive Alert Title. If you have setup alerts on several lists, a descriptive title will help you to categorize. For example, having the list or the view name as the Alert Title
·         Enter the Users to be notified
·         Select the Delivery Method
·         Specify the type of changes that you want to be alerted to
·         Determine whether to filter alerts based on specific criteria or be notified of all changes. Filter based on a specific view is useful if you are interested in being alerted only of the categories you are responsible for
·         Determine whether to have the notification sent immediately or a daily summary, or weekly summary
·         Click OK to complete

Export to Excel
·         Open the Team Discussion Board
·         Select Export to Excel
·         Click Open in the File Download window that appears
·         Click Enable in the Microsoft Excel Security Notice dialog to enable data connections
·         This opens Microsoft Excel spreadsheet with the Discussion Board columns.

Data Connections
·         Select Data > Connections to view the Workbook Connections
·         Select Data > Refresh All to sync data between the Workbook and Discussion Board

Refferences: