Featured Post

Berlin here we are

After 7 hours of travel and a big bucket of KFC hotwings we arrived at the city of Berlin. On the east-side of the city we checked in the hotel and got ready to make the first blog post and here we are! In just a matter of hours the European SharePoint Conferance 2011 will kick-off their first session and we’ll be there waiting to check in and gather some new SharePoint intell. We’ll most likely start our day with the Best Practices for SharePoint upgrades (after a good cup of coffee that is of course) or maybe PowerPivot, followed up by Jan Tielens’ session on Office 365. I’m off to a couple hour of sleep. See you all in the morning!

Read More

Metadata Library View in SharePoint 2010

Posted by andre | Posted in Managed Metadata, Nintex Workflow, SharePoint 2010 | Posted on 28-02-2012

2

With SharePoint 2010 Managed Metadata was introduced as a new feature, but with all new features they have their limitations. One of the major limitations of using metadata in a library is that a metadata column filter cannot be applied to a term group but only to a single term. This is because a filter on the metadata column cannot use the “Begins With” or “Contains” operators.

Today I was working on a project for a customer who wants 12 different views on a single library to sort the related documents. The document types in this library has to be grouped in the 12 categories and a view has to be made for each category.

With the limitations at hand I looked at copying the metadata text from the column to a hidden plain text column. The column filter could then be applied to the “Single line of text” column. I made a Nintex workflow to copy the term to text, which all seemed to go okay.

After a few user tests I seemed that issues occurred when a document was checked in, cause then no changes could be made to the file. So I adjusted the workflow to first check-out the document, but to those who already checked out the document received an error and after adding a “Condition” the workflow locked the file when it was waiting for the check-out status to change.

So after a few errors and conditions the workflow turned from a simple ‘text-copy-workflow’ to a full-grown state machine.

What the Nintex Workflow does is check if the file is checked out, if not then the term is directly copied to text. If the document is checked out the State Machine will start and it will pause for 1 minute. After every pause the document check repeats and it either waits again or changes to the 2nd State and copies the term to text.

This way a document is never locked by the Nintex Workflow, the user or the system.

 

 

Thanks for reading.

Special thanks to Jim van Leeuwen.

Comments (2)

Just desire to say your article is as astounding.
The clarity in your post is simply cool and i can assume you’re an expert on this subject.
Fine with your permission allow me to grab your RSS feed to keep updated with forthcoming post.
Thanks a million and please keep up the rewarding work.

Letting go is your winter rejuvenating your life by letting go of unwanted things, people, worn out beliefs, opinions, and viewpoints that have you frozen in time.
I am just exaggerating but I really feel very light nowadays.

Fact – The Civilization franchise has sold over 8 million copies, and counting.

Write a comment