Adding Contact Selector Control to InfoPath form

The Contact Selector control is an ActiveX control but it is a special cased control, in that it can also be used in InfoPath browser forms. To use this control there are specific steps that need to be taken – let’s take a look at those now.

Step 1: Steps to add Contact Selector control to your Controls Task Pane

1) From the Controls Task Pane click “Add or Remove Custom Controls” link
2) Click the Add button
3) Add Custom Control Wizard select “ActiveX control” and click Next
4) This will display a list of controls , select “Contact Selector” ,click Next
5) Select “Don’t include a .cab file” and click Next
6) For Binding Property select Value and click Next
7) From the Field or group type box choose Field or group (any data type) and click Finish
8) Click Close and then click OK

Step 2: Create the data structure for the Contact Selector Control

The Contact Selector control needs to have a specific data structure to work properly – this is documented on the “Items” tab of the Properties screen for the control; however, we’ll include that information here as well.

**IMPORTANT!** Spelling and capitalization must be exactly the same, starting with the “Person” group!

1) Add a non-Repeating Group named: gpContactSelector
2) Add a Repeating Group named: Person
3) Add the 3 text fields to the Person group: DisplayName, AccountId and AccountType

Step 3: Add and bind the Contact Selector control to the View

1) Drag the gpContactSelector Group to the View and select “Contact Selector” from the list of controls
2) You’re almost done…! 🙂

Step 4: Add a secondary data source XML file which specifies the SharePoint server

The Contact Selector control needs to know the “context” of where the user validation should occur. These steps are not necessary if you are only displaying the form in a browser from SharePoint – in this case, it uses the context of the site from where it was provisioned; however, if you are in a mixed client/browser scenario you will need to include this XML file so forms
opened in the client can use this functionality.

1) Open Notepad
2) Copy and paste this one-line XML:
<Context siteUrl="http://”/&gt;
Replace with the name of your server
3) Save this as: Context.xml (– naming and capitalization are important)
4) Add Context.xml as a “Receive” type Secondary Data Connection to your form
template and make sure the option “Include the data as a resource file” is
enabled

How to create conditionally required fields in InfoPath

This is for the information of others who are using InfoPath 2007 in creating forms. Though this has been discussed in this link:

http://designshare.wordpress.com/2011/01/11/creating-conditonally-required-fields-in-infopath/

I would still like to discuss on how to do it in 2007 version.

sample form

 In this form, when split has been selected, Open Point field is required. Click on the required field text box properties, and click on Data Validation. Then add a condition on the data validation.

 

 

 

In the condition, enter two rules such as:When “Split” is selected in the option box and the required field is blank. Like in this case, SWERTodo is the name of the optional field and Open Point is the conditionally required field . Do the same thing with other conditional required fields if there are any.

Nintex Workflow – Retrieve user’s display name from their login name

I am getting the hang of creating Nintex Workflow for SharePoint and I must say this is one sort of a challenge as I ought to learn it by myself.

I recently had an issue with diplaying names in email notification when user request’s for training for other person.

The attached article discusses the how-to’s, please feel free to view or download.

Nintex – Retrieve Display Name

SharePoint – The column name you have entered is already in use or reserved. Choose another name

When you’re creating columns either the Site Columns or the List Columns in SharePoint, suddenly it might show a message stating “The column name that you entered is already in use or reserved. Choose another name.” Here is the fix for this issue.

1. Goto Site Actions > Site Settings > Modify All Site Settings
2. Under Galleries, choose Site Content Type
3. Select the content type and choose the column
4. Edit the column in new window
5. On your browser address bar, type the following and enter:
javascript:g_FieldName={};alert(‘Successfully cleared forbidden columns’);
6. Be sure you get the ‘Successfully cleared forbidden columns’ alert before proceeding, if not then something is wrong.
7. Change the column name and Hit OK

I sort of got frustrated with this as I could not return back the column name to its original settings but then thanks to this article as I was relieved from any trouble.

http://blog.weareon.net/fix-for-the-column-name-that-you-entered-is-already-in-use-or-reserved-choose-another-name/

SharePoint Custom List with Custom Content Types and Custom Display Forms

I got stuck with having multiple content types having custom forms. I could not bind the content types other than the default one. I came accross with a solution on the internet which I would like to add here on my post for future reference (but I am hoping Microsoft will rectify this bug on their end):

http://joshmccarty.com/2011/02/sharepoint-custom-list-with-custom-content-types-and-custom-display-forms/comment-page-1/#comment-1166

The trick is to make the other content types as default before binding them in the list properties – supporting file. A cumbersome work but it paid off.

Copying or Moving SharePoint Lists

Here are some helpful tips on how to copy or move SharePoint lists in MOSS 2007. There are two ways to accomplish this:

  1. By using list templates – This is only possible when you meet the following criteria: a) if the data you want to move/copy is less than 10MB; b) You must be a member of a site group with the Manage Lists right on the source site and on the destination site; and c:) The source site and the destination site must be based on the same site template
  2. By exporting a list to a spreadsheet

Copy or move a list by using a list template

First things first, make sure that the size of the list (if you will import the data as well) must not exceed 10MB, use the Site Settings > Site Administration > View Storage Space Allocations and filter with Document lists to check and locate the target list.

To create a list template, go to Documents and Lists and select the list. On the list, select Settings > List Settings and under Permissions and Management click on “Save list as template”. Give it a name (filename and template name). Select the Include content check box to include the data. Hit OK. This will appear in your site collection list template gallery.

To view the site collection list template gallery, click on Site Actions > Site Settings > Modify All Site Settings. Under Galleries, select list templates. If your sites are not in the same site collection, download the list template from the source site by clicking on the list and saving it on a network drive.

On the destination site open the list template gallery on the target site collection. In that page, click on upload and search for the list template you have saved earlier on a network drive. To create a copy of the list, on the destination web site, click on Site Actions > Site Settings > Modify All Site Settings, under Site Administration click on Site libraries and lists. On that page select “Create New Content” and look for the list under Custom Lists.

For more information, please visit: http://office.microsoft.com/en-us/windows-sharepoint-services-help/copying-or-moving-sharepoint-lists-HA001154562.aspx