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Metadata Library View in SharePoint 2010

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.

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Las Vegas: SharePoint Conference 2012 Day 1

Posted by andre | Posted in SPC12 | Posted on 13-11-2012

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The first day of conference has passed and there’s been given quite some information on all fronts! But like most mornings it started with breakfast. In a large hall the morning meal was provided and hundreds of people shared tables, a good start to swap stories.

With a filled stomach it was off the large hall for the keynote. Assuming everybody was there, since it was the only session at that time, the hall was filled with about 10,000 people. The kickoff was a intro movie on SharePoint 2013, with a dozen meters wide screen, the loud music and the deep bass I did end up having a few chickenbumbs.

It started with some general information on SharePoint and where it’s standing now, Jeff Teper followed with some new added features to the 2013 edition. Search, tasks and off course social was mentioned here. After that there was a big thumbs up to the Yammer folks and their collaboration with the Microsoft team.

SharePoint and Yammer share a whole bunch of functionality in the new version. You can now show Yammer messages in your SharePoint feed and vice versa. Also linking your SharePoint documents in your Yammer feed is no more than a few clicks and you can simply view the document in Yammer by using Office Web Apps. After a some notes on Office 365 and the performance upgrades in the new SharePoint version it was off to the breakout sessions.

I started with a session from Dan Holme on tips, tricks and scripts on the SharePoint 2013 installation. A few new features were highlighted; request management (http://www.harbar.net/articles/sp2013rm1.aspx), distributed cache (http://technet.microsoft.com/library/jj219700(office.15).aspx) and the increased requirements for the query components (http://technet.microsoft.com/en-us/library/jj219620.aspx). Followed by the creation of the SQL answer file.

After the creation of the SQL answer file it was on to the SharePoint 2013 installation process, which was roughly the same as its predecessor. After a few more tips and examples on scripts the session was concluded.
The final session of the day was about adopting SharePoint 2013 services in a 2010 farm. It was a really interesting session, although it raises more questions than it answered. This is definitely a subject that needs to be tested thoroughly.

Tomorrow is day 2 and I’m ready!

 

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