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Showing posts from November, 2011

Customize list form (New/Edit/View) using InfoPath Designer 2010

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In SharePoint 2010 there we have more option to customize list form. For instance, you can use SharePoint Designer 2010 or InfoPath Designer 2010. Since modifying list form using SPD is already exist in previous version. I will just show you how to customize list form using InfoPath Designer 2010. When customizing list form using InfoPath Designer 2010, you will get all form designer benefit. For example, you can define the field validation rules, parent-child relation etc. And bet what, the process is straight forward. In this very basic how-to, I will demonstrate how to start customize list form using InfoPath Designer 2010. I will create an Book List with “Title” – “Author” – “Status” column. In the New form, I will only show “Title” and “Author” – while in Edit form, “Title” and “Author” will be readonly, but “Status” is editable. How to customize list form using InfoPath Designer 2010. Prepare the custom list. Prepare custom “Book List” with 3 columns: “Title” – “Author” – “St...

Microsoft Dynamics CRM integration with SharePoint

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The SharePoint team is in the process of deploying some new features to the SharePoint Online service.  The rollout of these new SharePoint Online features across the data centers is expected to be completed by end of November.  Most notable from a Microsoft Dynamics CRM perspective, is that Microsoft Dynamics CRM customers can now take advantage of the rich SharePoint Online document management functionality directly within the Microsoft Dynamics CRM application .  This provides users the ability to create SharePoint Online Document Libraries dynamically within CRM – when and where they are needed.  Companies can add Document Management capabilities to entities such as Accounts, Opportunities, Cases or even custom entities in Microsoft Dynamics CRM. To take advantage of this functionality follow these easy steps: Your Microsoft Dynamics CRM System Administrator must install the Microsoft Dynamics CRM 2011 List Component Once enabled, the Micros...

Accessing Web Services from Sandboxed Silverlight application in SharePoint 2010

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This post discuss about accessing public web services from sandboxed Silverlight application in SharePoint 2010. SharePoint 2010 introduced the concept of sandboxed solution where the application runs in separate process outside the w3p process where SharePoint is running. Sandboxed solutions having the restriction to make a call to external resources like database and web services. This restriction causing the SharePoint developers to access these resources from sandboxed applications. The solution is delivering a Silverlight application in sandbox environment which in turn calls the web service. Because Silverlight applications are running from the client machines even though they delivered from the sandbox solution. Once the application is available in client machine then they can call to the web services. This post shows calling the public web service and binding the results to SharePoint list. It also shows how to interact with SharePoint Client objects. we are using one of t...

Creating Three-state workflow in SharePoint 2010

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The Three-state workflow tracks the 3 states in a list to manage the business processes. Example Three states for Issue List could be Open, Resolved and Closed. Three state workflow supports to track the list item or issue through states. The workflow assigns a task to a person and sends an email to that person. When workflow is completed it updates the status of the item or issue. By default Three-state workflow works with the Issue Tracking list template. To use the Three-state workflow, you must define a list to use the workflow and it must contain some items. Two options to use the 3 state workflow Create a Issue-Tracking list which is having 3 state workflow Create a custom list to use the workflow Creating an Issue-Tracking list with 3 state workflow 1. In Team site, All site content page , click create 2. In the create dialogue, click Issue-Tracking and type a name for the list 3. Enter the description for the list as shown below Create a custom list and add a...