Color coding to your SharePoint list columns

Color coding to your SharePoint list columns

We can also try this awesome FREE Tool. We need to install on the server where SharePoint is installed.While installation, this tool will verify the pre requisites.

http://www.pentalogic.net/sharepoint-products/free-stuff/html-calculated-column

MOSS 2007 setup

1. Go to http://pathtosharepoint.com/Downloads/Forms/AllItems.aspx, expand the HTML Calculated Column group header and download a copy of the TextToHTML-v2.1.1 text file.
2. Upload the HTML script file to a document library on your site. As you can see in the screen shot below, I uploaded my file to a document library named Site config files. It doesn't matter what document library you use to store your file, but make sure all site users have at least read-only access to the library you use. This will ensure the HTML script file can be accessed to render the color coding you’re going to set up.
   
3. Validate that the SharePoint list or document library that you want to color code is set up with a Priority field with the following basic settings. (Note that these settings come with the out-of-the-box Priority site column, which you can add to your list or document library.)
   
4. Browse the color formatting options at http://blog.pathtosharepoint.com/2008/09/01/apply-color-coding-to-your-sharepoint-lists/ and determine which option (e.g. traffic light indicator, font color shading, background shading, KPI icon indicator) you’d like to implement.
5. Copy the formula provided for your desired formatting. In my case, I’m looking to implement a traffic light indicator so I copied the following formula:

   ="<DIV style=’font-weight:bold; font-size:24px; color:"&CHOOSE(RIGHT(LEFT(Priority,2),1),"red","orange","green")&";’>&bull;</DIV>"

6. Add a new calculated column to your SharePoint list. Paste the HTML formula string you copied into the new column’s Formula field. Click OK to save your changes.

1. When you return to your list view, you’ll see your new calculated column displaying with <DIV> tags. Not very attractive.

1. To correct this issue, we’re going to add our HTML script to the page. Click on Site Actions > Edit Page.
2. Click Add a Web Part and add a new Content Editor Web Part to your page.
3. Move your new Content Editor Web Part (CEWP) to the bottom of the page. You need it to display below your list view web part.
4. Click on the CEWP’s open the tool pane hyperlink.
   
5. When the web part configuration panel appears, place your cursor in the Content Link field and enter the location where you stored your HTML script file. Click OK to save your changes.
   

That’s it! Your formatting is applied and your page should now display your new color coded field. Here’s a screen shot of my finished view, complete with a Priority Level column that displays red, yellow and green traffic lights that correlate with the priority level of each help desk request:

Now that you've set up color coding on one list view, you can continue adding more color coding to this view or add color coding to other views. Note that you will need to add one CEWP to each list view page that you want to color code. There is no limit, however, to the number of calculated columns with HTML encoding you can add to your list.

SharePoint 2010 setup

1. Validate that the SharePoint list or document library that you want to color code is set up with a Priority field with the following basic settings. (Note that these settings come with the out-of-the-box Priority site column, which you can add to your list or document library.)
   
2. Browse the color formatting options at http://blog.pathtosharepoint.com/2008/09/01/apply-color-coding-to-your-sharepoint-lists/ and determine which option (e.g. traffic light indicator, font color shading, background shading, KPI icon indicator) you’d like to implement.
3. Copy the formula provided for your desired formatting. In my case, I’m looking to implement a traffic light indicator so I copied the following formula:

   ="<DIV style=’font-weight:bold; font-size:24px; color:"&CHOOSE(RIGHT(LEFT(Priority,2),1),"red","orange","green")&";’>&bull;</DIV>"

4. Add a new calculated column to your SharePoint list. Paste the HTML formula string you copied into the new column’s Formula field. Click OK to save your changes.
   
5. When you return to your list view, you’ll see your new calculated column displaying with <DIV> tags. Not very attractive.
   
6. To correct this issue, we’re going to need to modify this new calculated column. Open your site in SharePoint Designer 2010.
7. Click on Lists and Libraries in your SharePoint Designer 2010 navigation bar. When the list of your site’s document libraries and lists display, click on the list or document library we’re working on.
8. When the list or document library details page displays, look for and click on the name of the view you’re applying color coding to. In my case, I am updating the All Issues view.
   
9. Once your view opens, click on of the fields that are displaying those ugly

   tags. Notice that the <xsl:value-of> tag in the bottom right-hand corner of your screen lights up in yellow once your field is selected.

   
10. Hover over the <xsl:value-of> tag until a black drop-down arrow appears. Click on the drop-down arrow and select Edit Tag…
11. A dialog box will pop up with the following text:
    Place your cursor between the last quotation mark and the closing > bracket. Now type the text disable-output-escaping=“yes”
12. Your Quick Tag Editor box should now read like this:
    
13. Click on the Quick Tag Editor box’s green check mark icon to save your changes. Your SharePoint Designer page will refresh and your color coding will appear!
14. Click File > Save to save your changes.

That’s it! Your formatting is applied and your page should now display your new color coded field. Here’s a screen shot of my finished view, complete with a Priority Indicator column that displays red, yellow and green traffic lights that correlate with the priority level of each help desk request:

Now that you've set up color coding on one list view, you can continue adding more color coding to this view or add color coding to other views. Note that you will need to modify the <xsl:value-of> tag for each column you want to display in HTML format. There is no limit, however, to the number of calculated columns with HTML encoding you can add to your list.

Browser compatibility testing with modern.ie tools

http://modern.ie/en-us

We can use this Site to test the Browser Compatibility and get a Compatibility Report. We can download Virtual Machines with test versions of IE.

Download multiple Documents one time from SharePoint 2007 & 2010 Document Libraries

NOTE: THIS FEATURE WORKS IN INTERNET EXPLORER (IE) BROWSER ONLY.

SharePoint 2007: Go to ‘Actions’ and Click on ‘Open with Windows Explorer’ (as shown in the below Screenshot).

SharePoint 2010: Click on ‘Library’ Tab and Click on ‘Open with Explorer’ (as shown in the below Screenshot).

You will see the Shared Documents Folder opened in Windows Folder format.

You can browse all the content in the folder and download them at a time using Copy – Paste.

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For Some Users, when they navigate to a document library and click “Open with Explorer” button on the ribbon, they receive the following error message:

Your client does not support opening this list with Windows Explorer


Resolution 1: To successfully make “Open with Explorer” work, we need ensure WebClient service is started in Services.msc

WebClient service which the WebDav protocol enables Windows-based programs such as Windows Explorer to create, access and modify Internet-based files.
Important Note: If you are running a server type Windows OS, for example, you use Window Server 2008, installDesktop Experience feature first to get WebClient service installed.

From the Start menu, point to Administrative Tools, and click Services.
Scroll down, right-click WebClient, and click Properties.
In the Startup type list box, click Automatic.
Click Apply.
In the Service status section, click Start.
Click OK.

Resolution 2: Add https://*.sharepoint.com to Trusted Sites
To configure Web browser, open “Internet Options” menu, navigate to the “Security Tab”, and add https://*.sharepoint.com to Trusted Sites

Note: “Open with Explorer” may not work if you have 64-bit Internet Explorer and 64-bit Microsoft Office installed.

Then restart the browser and try it again.

For sure it will work!

ApplicationXtender (AX) - How to kill user sessions

Login into Application Generator

Right Click on Users and go to Show PID Table

Select the user and click on Delete

Click on Refresh to see the current logged in users. click on Close to close the PID Table.

Editions, Licenses & Versions of MOSS 2007 and SharePoint 2010

https://spsfarmreport.codeplex.com/

SPS Farm Report in the codeplex is the Awesome Tool to get the Farm Config, Servers in farm, Shared Service Providers and Web Application details.
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EDITIONS

How to Find the Edition of SharePoint 2010 that is Installed.

To know if it is Standard or Enterprise version of SPS 2010, Go to the Central administration -> Upgrade and Migration-> Enable Enterprise features.  This will show you whether it is standard or enterprise.

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To know if it is Standard or Enterprise version of MOSS 2007, Go to the Central administration -> Operations-> Enable Enterprise features.  This will show you whether it is standard or enterprise.

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VERSIONS

MOSS 2007: In Central Admin, look at the Servers in Farm as it will tell you what version you have running. 

Central Administration > Operations > Servers in Farm  

SPS 2010: In Central Admin, look at the Servers in Farm as it will tell you what version you have running. 

Central Administration > System Settings > Servers in Farm  

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LICENSES

MOSS 2007: To determine whether you are running Standard or Enterprise, you can look in Central Administration where you would convert the current license.

1. Central Administration > Operations > Convert License Type   

SPS 2010: To determine whether you are running Standard or Enterprise, you can look in Central Administration where you would convert the current license.

1. Central Administration > Upgrade and Migration > Convert farm license type   

Export Rich Text Field data from Notes Document to HTML File

Export Rich Text Field data from Notes Document to HTML File

 The requirement is to pull data from a rich text field called Activity History from Lotus Notes Document to Text or HTML File. One HTML file will be created for each Document.


Option Public
Option Declare

Dim db As NotesDatabase
Dim GSLdb As NotesDatabase
Dim GSLview As NotesView
Dim dc As NotesDocumentCollection
Dim doc As NotesDocument
Dim docRecord As NotesDocument
Dim docEmail As NotesDocument
Dim x As Integer
Dim fileNum As Integer
Dim fileName As String
Dim CustName As String
Dim CustID As String
Dim AHUnformattedText As String
Dim strFilePathSource As String
Dim item As NotesItem
Dim rtitem As NotesRichTextItem
Dim rtBodyItem As NotesRichTextItem


Sub Initialize

Dim session As New NotesSession
Set db = session.CurrentDatabase
Set GSLdb = session.Getdatabase("HAWDEV/RSP-Dev", "CC0436_TEST.nsf")
Set GSLview = GSLdb.Getview("By Customer")
Set docRecord = GSLview.GetFirstDocument
While Not (docRecord Is Nothing)
If docRecord.Hasitem("ActivityHistory") Then
Set item = docRecord.GetFirstItem("ActivityHistory")
x% = item.Type
If X% = "1" Then
Set rtitem = docRecord.GetFirstItem("ActivityHistory")
AHUnformattedText = rtitem.GetFormattedText(False, 0)
Call ReplaceSubstring(AHUnformattedText, Chr(13), "<BR>")
CustName = docRecord.CUSTOMERNAME(0)
CustID = docRecord.CUSTOMERID(0)

fileNum% = FreeFile()
fileName$ = "E:\Temp\"+CustID+"_"+Format(docRecord.Created, "Medium Date")+".html"
'You can use the TXT to HTML as a File to get the data saved.
            'fileName$ = "E:\Temp\"+CustID+"_"+Format(docRecord.Created, "Medium Date")+".txt"
Open fileName$ For Output As fileNum
Write #fileNum%, AHUnformattedText
Close fileNum%
End If
End If
Set docRecord = GSLview.GetNextDocument(docRecord)
AHUnformattedText = ""
Wend

'-----------------------------------------------------------------------------------------------------------------------------------------------
' Notify CC Admin with attached processed time report
'-----------------------------------------------------------------------------------------------------------------------------------------------

Set docEmail = db.CreateDocument

With docEmail
.Form = "memo"
.Subject = "CC Activity creation to Specified folder is completed"
.SendTo = "gvr11@live.com"
End With

Set rtBodyItem = docEmail.CreateRichTextItem("Body")

With rtBodyItem
Call .AppendText ("Hello,")
Call .AddNewLine(2)
Call .AppendText("CC Activity creation to Specified folder is completed")
Call .AddNewLine(2)
Call .AppendText("Thank you,")
Call .AddNewLine(1)
Call .AppendText ("CC Administrator")
End With

'Send email
docEmail.Send True
End Sub
-----------------------------------------------------------------------------------------------
Function ReplaceSubstring (Text As String, find As String, repl As String) As Integer ' "replace" cannot be used - change to "repl"
Const PROCNAME = "ReplaceSubstring"

Dim intReturn As Integer
intReturn = True 'Generic error condition

On Error GoTo errHandler

Dim pos As Long 'Integer - will overflow on large files
pos = InStr(Text, find)

Do While (pos > 0)
Text = Left$(Text, pos - 1) & repl & Mid$(Text, pos + Len(find))
pos = InStr(pos + Len(repl), Text, find)
Loop

intReturn = False 'No Error
GoTo endFunc

errHandler:
On Error Resume Next
intReturn = Err
Resume endFunc

endFunc:
ReplaceSubstring = intReturn
End Function

----------------------------------------------------------------------------------------------------------------
The requirement is to pull data from a rich text field called Activity History from Lotus Notes Document to Text or HTML File. One HTML or CSV file will be created for All Documents.


Option Public
Option Declare

Dim db As NotesDatabase
Dim GSLdb As NotesDatabase
Dim GSLview As NotesView
Dim dc As NotesDocumentCollection
Dim doc As NotesDocument
Dim docRecord As NotesDocument
Dim docEmail As NotesDocument
Dim x As Integer
Dim fileNum As Integer
Dim fileName As String
Dim CustName As String
Dim CustID As String
Dim CustDispCom As String
Dim AHUnformattedText As String
Dim strFilePathSource As String
Dim item As NotesItem
Dim rtitem As NotesRichTextItem
Dim rtBodyItem As NotesRichTextItem

Sub Initialize

Dim session As New NotesSession
Set db = session.CurrentDatabase
Set GSLdb = session.Getdatabase("ISQD02/SLHC-Dev", "Developers\Venu\us0418_TEST.nsf")
Set GSLview = GSLdb.Getview("By Customer")

fileNum% = FreeFile()
fileName$ = "E:\Temp\Credit Collections Activity History.csv"
'fileName$ = "E:\Temp\Credit Collections Activity History.html"
Open fileName$ For Output As fileNum
'Write #fileNum%, "<meta http-equiv=","Content-Type"," content=","text/html;charset=ISO-8859-1",">"
Set docRecord = GSLview.GetFirstDocument
While Not (docRecord Is Nothing)
If docRecord.Hasitem("ActivityHistory") Then
Set item = docRecord.GetFirstItem("ActivityHistory")
x% = item.Type
If X% = "1" Then
Set rtitem = docRecord.GetFirstItem("ActivityHistory")
AHUnformattedText = rtitem.GetFormattedText(False, 0)
'Call ReplaceSubstring(AHUnformattedText, Chr(13), "<BR>")
Call ReplaceSubstring(AHUnformattedText, Chr(13), " ")
Call ReplaceSubstring(AHUnformattedText, Chr(10), " ")
Call ReplaceSubstring(AHUnformattedText, Chr(9), " ")
Call ReplaceSubstring(AHUnformattedText, """", " ")
CustName = docRecord.CUSTOMERNAME(0)
CustID = docRecord.CUSTOMERID(0)
CustDispCom = docRecord.CustomerDisputeComment(0)
' Write #fileNum%, "<table border=",1," style=width:100%>","<tr><td>"
' Write #fileNum%, "<h4>", CustID,"-", CustName,"</h4>" ,"<BR>"
Write #fileNum%, CustID,"-", CustName
Write #fileNum%, "Dispute Comments - ",CustDispCom
Write #fileNum%, "ActivityHistory - ",AHUnformattedText
Write #fileNum%, "-----------------------------------------------------------------------------------------"
' Write #fileNum%, "</td></tr></table>"
End If
End If
Set docRecord = GSLview.GetNextDocument(docRecord)
AHUnformattedText = ""
CustDispCom = ""
Wend
Close fileNum%

'-----------------------------------------------------------------------------------------------------------------------------------------------
' Notify CC Admin with attached processed time report
'-----------------------------------------------------------------------------------------------------------------------------------------------

Set docEmail = db.CreateDocument

With docEmail
.Form = "memo"
.Subject = "CC Activity creation to Specified folder is completed"
.SendTo = "vreddy@osi-systems.com"
End With

Set rtBodyItem = docEmail.CreateRichTextItem("Body")

With rtBodyItem
Call .AppendText ("Hello,")
Call .AddNewLine(2)
Call .AppendText("CC Activity creation to Specified folder is completed")
Call .AddNewLine(2)
Call .AppendText("Thank you,")
Call .AddNewLine(1)
Call .AppendText ("CC Administrator")
End With

'Send email
docEmail.Send True
End Sub
-----------------------------------------------------------------------------------------------
Function ReplaceSubstring (Text As String, find As String, repl As String) As Integer ' "replace" cannot be used - change to "repl"
Const PROCNAME = "ReplaceSubstring"

Dim intReturn As Integer
intReturn = True 'Generic error condition

On Error GoTo errHandler

Dim pos As Long 'Integer - will overflow on large files
pos = InStr(Text, find)

Do While (pos > 0)
Text = Left$(Text, pos - 1) & repl & Mid$(Text, pos + Len(find))
pos = InStr(pos + Len(repl), Text, find)
Loop

intReturn = False 'No Error
GoTo endFunc

errHandler:
On Error Resume Next
intReturn = Err
' nLog.LogError Err, "[" & PROCNAME & " " & Erl & "] " & Error
Resume endFunc

endFunc:
ReplaceSubstring = intReturn

End Function

-----------------------------------------------------------------------------------------------

FBA Feature Issue Fixed

Just now heard back from Chris Coulson about the release of new fix

• Fixed issue where users cannot access sub sites if they did not have any permissions to the site collection root web

  https://sharepoint2010fba.codeplex.com/releases/view/120324

I re-installed the Solution Successfully.

Tested the Sites and Sub-sites logging with FBA users and was able to login successfully.
The FIX is working fine.

FBA Feature Issue

Issue where users cannot access sub sites if they did not have any permissions to the site collection root web

We had Issues with Visigo FBA Feature downloaded from http://sharepoint2010fba.codeplex.com/ when we upgraded the latest version. We bought the service from http://www.visigo.com/ (Owner for FBA Tool).

We were able to re-deploy the solution successfully but still we have the issue.

The issue persists with the Sub- Site 2 (Site Collection >> Sub-site 1 >> Sub-site 2) when permissions were not inherited from the Sub-site 1.

Chris Coulson ( Visigo - Expert ) had a look on the issue and promised to give us a new build of the solution which will fix the issue.