SharePoint Custom List with column parent-child relationships

2009-10-29 Thread CARR, Matthew
All,

Is it possible using SharePoint out-of-the-box to define parent child 
relationships within two columns in a Custom List when using the default 
Create/Edit web parts? The clients design premise  is to minimise application 
development and maximise the native functionality that exists within 
SharePoint. By way of an example to further explain this request  I have 
defined the following reference lists

Category list with column/values
IDTitle
1  Packaging
2  Ingredients
3  Finished Goods

SubCategory list with column/values
IDTitle   ForeignTitle
1  carton   Packaging
2  pallettePackaging
3  paint  Ingredients
4  plastic   Ingredients
5  invoice  Finished Goods

For Data entry the client would like to raise Issues that have an associated 
category and subcategory defined. Hence I have defined a custom list called 
Issue with x number of columns including a Category ( this is of type lookup to 
the Category list) and a SubCategory column which would contain filtered values 
based on the Category value. Looking thru the Create Column definition 
component I can't see how one can set this to the subcategory lookup list and 
apply conditional/dynamic filtering based on the selected category value.

Is this functionality available within SharePoint. Is there a trick, I can't 
see how parameters can be passed,  how a calculated column or site columns can 
be used to facilitate this
or concatenated columns can be defined

Can this be done ?

Cheers
Matt
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RE: SharePoint Custom List with column parent-child relationships

2009-10-29 Thread CARR, Matthew
Not sure if you still sail with Trevor, but feel free to use me as shark bait 
or an anchor out there anytime for self-amusement !!



From: ozmoss-boun...@ozmoss.com [mailto:ozmoss-boun...@ozmoss.com] On Behalf Of 
Paul Turner
Sent: Friday, 30 October 2009 1:06 PM
To: ozMOSS
Subject: RE: SharePoint Custom List with column parent-child relationships

I have done this with a custom field (if you're really nice to me I might give 
it to you).  :)

Nothing OOTB can do it in 2007 :(


Regards,

Paul Turner
Senior Solutions Specialist

M: 0412 748 168 P: 08 8238 0912 F: 08 8234 5966
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From: ozmoss-boun...@ozmoss.com [mailto:ozmoss-boun...@ozmoss.com] On Behalf Of 
CARR, Matthew
Sent: Friday, 30 October 2009 12:53 PM
To: ozMOSS
Subject: SharePoint Custom List with column parent-child relationships

All,

Is it possible using SharePoint out-of-the-box to define parent child 
relationships within two columns in a Custom List when using the default 
Create/Edit web parts? The clients design premise  is to minimise application 
development and maximise the native functionality that exists within 
SharePoint. By way of an example to further explain this request  I have 
defined the following reference lists

Category list with column/values
IDTitle
1  Packaging
2  Ingredients
3  Finished Goods

SubCategory list with column/values
IDTitle   ForeignTitle
1  carton   Packaging
2  pallettePackaging
3  paint  Ingredients
4  plastic   Ingredients
5  invoice  Finished Goods

For Data entry the client would like to raise Issues that have an associated 
category and subcategory defined. Hence I have defined a custom list called 
Issue with x number of columns including a Category ( this is of type lookup to 
the Category list) and a SubCategory column which would contain filtered values 
based on the Category value. Looking thru the Create Column definition 
component I can't see how one can set this to the subcategory lookup list and 
apply conditional/dynamic filtering based on the selected category value.

Is this functionality available within SharePoint. Is there a trick, I can't 
see how parameters can be passed,  how a calculated column or site columns can 
be used to facilitate this
or concatenated columns can be defined

Can this be done ?

Cheers
Matt
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Dynamic List filter/query question

2009-09-22 Thread CARR, Matthew
All, before I delve into the deep end trying to solve a list view query/search 
issue I seek guidance on the best practice method or reference articles that 
will help me resolve the dilemma I define below.

I have an Infopath form library (defined as a content type) in which the 
majority of form metadata is defined as columns items in the form library, 
approximately 25 columns. The information architecture approach ( and to 
mitigate the 2000 limit) will be to archive forms off to sub folders which are 
to be searchable.

The user will like to dynamically query/filter all rolled-up lists on only a 
subset of columns (approx 7 of the 25) - similar to a traditional 
search/results type of interface. What is the best way to facilitate this in 
SharePoint ? I have installed the bamboo list roll up web part and created list 
views but neither seem to allow me to dynamically set the filter critieria on 
only a subset of columns.
 Some options I thought of include:

1)  Data View WebPart (I believe you can associated multiple datasources 
(ie libraries) as the source data reference )

2)  Content Query Web Part

3)  3rd part controls - ie Bamboo list rollup or others

4)  Connected WebParts to (can you have multiple filter web parts connected 
to a list view?)

5)  Reporting Services report - how do you rollup the multiple datasources

6)  Asp.Net control

7)  SharePoint Search - I have excluded this list from being searched since 
am treating the form as a LOB application
The premise of the design is to empower a subset of Power Business users to 
maintain the system so the intent is to keep the solution and underlying 
datasources non-complex. The user would also like to output to excel on the 
list view results also


Cheers
Matt


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MOSS Licensing question

2009-05-04 Thread Carr, Matthew J
All, I have a quick question regarding MOSS 2007 licensing for a small
farm  (1 front end web/search/index, 1 backend database) - intranet site
(400 users). The Core licenses that I require are:
*   1 x MOSS 2007 Server License
*   1 x SQL Server 2005 Std
*   400 x MOSS Standard CALs
*   400 x MOSS Enterprise CALs (require InfoPath, BDC)

This is to be deployed on Windows Server 2003 R2.

Now, for this MOSS intranet site do I need to procure 400 x Windows
Server CALs ? I have misleading information to say I do, and some that
says I don't. Much appreciated for any assistance provided.

Matthew Carr
Architect, The Open Group Certified IT Architect
https://www.opengroup.org/itac/cert/protected/certuploads/13941.pdf 
EDS, an HP company

Microsoft Applications Practice
Level 10, 108 North Terrace
Adelaide, SA, 5000 
Australia

Tel: +61 (0)8 8464 1969
Fax: +61 (0)8 8464 2138
Mobile: +61 (0)419 850 602
E-mail: matthew.c...@eds.com

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