SharePoint – Dropdown Menu/Navigation Does Not Work

Have you ever logged on to your SharePoint site and the drop down navigation does not work?  After days of clicking around, I decided to fix the issue, which really was not much of fix.

Turns out, this is an issue with my MS Office installation.  All that you have to do is run a repair of your Office  install under the add/remove programs area.  Once the repair is complete, log back on to your SharePoint site and the menu should now appear.

Synchronize SharePoint list using Access 2007

If you need to make changes outside of SharePoint to a list, you always have the option to use Access.  Follow these steps and you will be well on your way to using this feature.

1. Open your SharePoint list

2. Click Actions  –> Open with Access

Actions dropdown

3. A dialog box will pop up on your screen. When it does, click OK.

Access Prompt

4. After you click OK, Access 2007 will pop up on your screen. Double click on the list.

SharePoint List

5. When the list pops up you can begin to edit. Once finished, do not click the Publish to SharePoint Site button. Simply close Access 2007.

Access View
Please remember that Access 2007 is online with SharePoint and any changes you make will reflect instantly. There will be no going back.

A No-No for having Multiple SPD Workflows for Lists/Libraries

Word of warning:

If you need to have more than one workflow for a particular list/library, DO NOT copy a SPD workflow and paste back into the same library.

What happens is that even if you change all of the properties of the files (names, etc.), there is still a hidden property that SharePoint likes to hold on to and uses to identify the workflow.  Think of it as an ID.

Basically, you will have two different workflows with the same ID.  When you publish one of these to a list/library, everything works fine.  When you go to publish the second one, everything seems fine but after close evaluation, you will notice that the first workflow that you published is no longer attached to the list/library.

Moral of the story, don’t be lazy.  Create a new workflow even if all of the information is the same.

Need to edit multiple items to kick off a workflow? No prob Bob!

I was faced with this task recently.  Let me paint the picture for you.

I have a document library with over 1,000 items in it.  I added a new column (Named) that needs to have the same information as an existing column (Name).  For whatever reason, the web part I am using for my list search does not recognize the existing column.  I created a SP Designer workflow to copy the contents from the ‘Name’ to the ‘Named’ on creation or edit.

To do this, there are a couple of options.

  1. The long drawn out option – Edit each file individually
  2. The best option for me – Content and Structure
  3. Power option – SharePoint Designer

I went with option 2 because I did not want to lag the server with a whole lot of who ha.  Here are the steps I followed to make this happen.

  1. Go to the site, Site Settings, Content and Structure
  2. Expand the library to perform this action
    01
  3. Place a check into the ‘Select All’ check box
    02
  4. Click on the ‘Actions’ drop down and select ‘Check Out’
    03
  5. Once checked out (you may have to do this twice), click the ‘Actions’ drop down and select ‘Check In’
    04

Make sure to check that you have performed this action for all items in your view.  Mine were in groups of 100, which is generally the standard view.  The fasted option for me would have been the SharePoint Designer route but I did not want to take a chance of checking out over 1,000 items at once and then check them back in.  We already have enough load on the servers from all of the other users accessing SharePoint.

Add a time duration to a list/library

Years ago, I setup an InfoPath form for an approval process.  There are around 7 status changes during the duration of this form.  We wanted to be able to see how long a request would take from creation to approval.  This was actually pretty simple.  All that you need is a calculated column.  Follow these steps and you will be able to time an event/process.

  1. Open list/library.
  2. Create Calculated Column (Form Duration)
  3. Enter this for the formula:  =TEXT(Modified-Created,”h:mm”)
  4. Click OK

That’s it!  The calculation will look at the fields provided in the formula.  The time will then calculate based on how long it took from creation to when it was last modified.  If you have a form that hides a submit button based on a status, you will then be able to lock down the time calculation.

Enjoy!

Copying files while retaining metadata

There may come a time when you will need to move data from one source to another.  You could always use Windows Explorer to do this, but you will not be able to retain any metadata in your library.

Recently, I needed to move around 1,200 files (680 MB) from a folder into a new document library.  I tried using Windows Explorer but as I stated earlier, it would not copy over the metadata.  Then, I tried using Content and Structure.  This has worked for me in the past and it will preserve your metadata.  However, this time around, I was unable to copy the files.  Not sure why, could have been file size or just the environment.

After all of this, I ended up opening my site inside of SharePoint Designer.  Within 2 minutes, I copied all of the files and preserved all of the metadata associated with the files.

To quote an old southern saying, there is always more that one way to skin a cat.  Just got to find the right one.

Adjust Width of SharePoint Columns

SharePoint lists and libraries are great.  However, you may have noticed that sometimes, the column width on certain items just looks funky.  To remedy this, all you need to do is add a little javascript.

Go to the list or library that you want to resize and add a Content Editor Web Part.

From the script below, I am referencing jQuery from my internal site.

Copy and paste this code into the CEWP.

<script src=”/PublishingImages/javascript/jquery-1.3.2.min.js” type=”text/javascript”></script><script type=”text/javascript”>$(function(){$(“TH.ms-vh2-nograd:contains(‘Column 1’)”).css(“width”, “350px”);

$(“TH.ms-vh2-nograd:contains(‘Column 2’)”).css(“width”, “350px”);

});

</script>

Column 1” and “Column 2” will be the name or your columns that you want to resize.

Here is an example I used and only resized one column:

Before:

 

 

 

__________________________________________________

After:

 

Highlight line items in a SharePoint list

This is actually a very simple process and only requires a small amount of javascript to do the job.

Follow these steps and your will be highlighting in no time!!!

  1. Go to your list to be highlighted
  2. Edit Page
  3. Add a Content Editor Web Part
  4. Move the CEWP to the bottom of the page
  5. Click the Edit Source button
  6. Copy and paste the following lines of code into the source code section
<script src=”/PublishingImages/javascript/jquery-1.3.2.min.js” type=”text/javascript”></script><script type=”text/javascript” language=”javascript”>var x = document.getElementsByTagName(“TD”) // find all of the TDsvar i=0;for (i=0;i<x.length;i++){if (x[i].className==”ms-vb2″) //find the TDs styled for lists{

if (x[i].innerHTML==”Next Day Pickup”) //find the data to use to determine the color

{

x[i].parentNode.style.backgroundColor=’yellow’; // set the color

}

}

}

</script>

  1. Make your changes to the innerHTML section to reflect the list value for the jquery lookup
  2. Set the color of your choosing.  You can also choose to use the html value for the color: FFFFOO

Please note, I am referencing jquery inside of my SharePoint site.  This way, I do not have to add an external reference.

How to Export a SharePoint User List to Excel

There may come a time when you may need to export your user list to excel.  It’s not that difficult.

  1. Copy the following path into notepad/word pad: http://yoursite.com/_vti_bin/owssvr.dll?CS=109&Using=_layouts/query.iqy&List=[LISTID]&View=[VIEWID]&CacheControl
  2. Minimize the text editor and navigate to Site Actions à Site Setting à People and Groups à All People.
  3. Click Settings on the option bar and click List Settings
  4. Click on “List View” under views.   This will take you to the “Edit View” screen
  5. Copy the url of the list view.  It will look similar to the following:http://yoursite.com/_layouts/ViewEdit.aspx?List=%7B02ACF6F6%2D8343%2D4244%2D81B8%2D68BF95F9C6D0%7D&View=%7B56BB9BDD%2DABB0%2D4CB6%2DA946%2D59A85A8EC2F9%7D&Source=%252F%255Flayouts%252Flistedit%252Easpx%253FList%253D02acf6f6%252D8343%2
    52D4244%252D81b8%252D68bf95f9c6d0%2526Source%253Dhttp%25253A%25252F%25252F
    spdev%25252Eprsontrack%25252Ecom%25252F%25255Flayouts%25252Fpeople%25252Easpx
    %25253FMembershipGroupId%25253D0%252526FilterField1%25253DContentType%252526
    FilterValue1%25253DPerson%252526View%25253D%25257B56BB9BDD%25252DABB0%2525
    2D4CB6%25252DA946%25252D59A85A8EC2F9%25257D%252526Filter%25253D1
  6. Copy the “List” and “View” IDs for the url that was created in step 5.  You list id will follow “List=”.  The same applies for the view id.  Here is the example from above: List=%7B02ACF6F6%2D8343%2D4244%2D81B8%2D68BF95F9C6D0%7D&View=%7B56BB9BDD%2DABB0%2D4CB6%2DA946%2D59A85A8EC2F9%7D
  7. From this example, copy %7B02ACF6F6%2D8343%2D4244%2D81B8%2D68BF95F9C6D0%7D and replace [LISTID] from step one.  This includes replacing the LISTID and the brackets.  Also, do not include the & symbol.  Follow the same steps for the “View”.
  8. Once you have finished, your completed url should look like this:http://yoursite.com/_vti_bin/owssvr.dll?CS=109&Using=_layouts/query.iqy&List=%7B02ACF6F6%2D8343%2D4244%2D81B8%2D68BF95F9C6D0%7D&View=%7B56BB9BDD%2DABB0%2D4CB6%2DA946%2D59A85A8EC2F9%7D&CacheControl
  9. Open a browser, and copy and paste the completed url that you completed in step 8.
  10. A window will pop up asking you to open or save the file.  Click open and the file will open in excel.
  11. A security warning will also pop up.  Click enable.
    open_excel

 

 

 

 

 

12.  After you are finished making your changes, you can save this like any other Excel file.