MossUser1

Sorry for this layman question but i am new to change the default templates.Please help me in this.

i am creating a sharepoint website using wss3.0
I need to change the form(which contain various attributes related to that item) which opens up when i click on a specific item in an sharepoint list.

The changed form can be

1. If we open it for editing, it is a data entry form which can take different inputs in textfields and dropdowns and save accordingly.Should i use infopath for this or should create a custom .net application .Second how can i integrate these custom forms to default templates in the whole lifecycle.

2. if we opt for approval from higher up, we get a dual list box, in which we can select in one list and moved to next list.


Also Somebody told me that we can do it only using sharepoint designer.
Is that correct and if yes can somebody please guide me to some good link about how to do this.

Please respond



Re: SharePoint - Design and Customization changing the default templates in wss3.0

Ishai Sagi

No, Sharepoint designer is not going to save you here. It is good for customizing pages and forms, but not for server side logic as the one you are describing.

To get cascading dropdowns I would use infopath. It is easier to develop and integrates well into sharepoint than custom .net applications.






Re: SharePoint - Design and Customization changing the default templates in wss3.0

leo2

Hi Ishai,

i am having a similiar problem.see if you can help me.

actully my problem is that i want to change the change the page(which contains details of of an announcement) which comes when we click on any specific announcement and which contains various items like ASSIGNED TO,CREATED BY etc.

whole of this page needs to be changed.like i need two lists to be added, one submit button is required which will take us to other custom form ,some new look feel

i need to know how should i proceed in this.should i create a new webpart page using vs.net2005 .if yes,can you send me some link where i can find how we can create and encorporate a webpartpage to the standard sharepoint templates.





Re: SharePoint - Design and Customization changing the default templates in wss3.0

Ishai Sagi

I am afraid you will have to be more clear in your question. I cannot understand what you are trying to do.




Re: SharePoint - Design and Customization changing the default templates in wss3.0

leo2

i am sorry.i will try to explain it again.let me know if you still face problem in understanding it.

Hope you will find time to answer these as this will help me a lot.

i am 3 things to do:

1. When we click on task or announcements in th quick launch menu of the website, a list of item appears on the right frame of the website.each row contains item name, created by , creation date etc(addition columns can be added).Now when we click on the item name, a new webpage comes in which we have the details about that task.this page contains the same information which we fed when we created the task.

My problem is that my customer want me to change this form with a form which contain custom texfields,listboxes,drop downs etc.This is a new development and not a porting from sharepoint 2003 to moss 2007

I need to know that should i use aspnet webpart or a aspnet webpage for this (i need to keep the left quick launch menu and top webzone intact).in either cases, how the sessions varibles for that users will be taken cares of, and what needs to be done so tha the submit button on this form takes to another default webapge which is a part of default sharepoint webpage template.

2. i want to change the main menu style and content(which is a list in the left side of the sharepoint website and which shows the shared documents, tasks,announcements etc).Also want to remove some of the menu list items.I think this can be achieved through sharepoint designer but have no idea how sharepoint is going to create and maintain the code behind server side code linked with the content changed in sharepoint designer.

3. This one needs your special attention and recommendation.

This is a sample sharepoint POC which i need to create for customer which will host two applications ,

both of them independent of each other:

first application is patent tracking system based on form workflows abd in which there are four web pages

(one for enrollment of patient when he arrives in hospital

second is for approving the patents and assigning to different doctors,

third for to be used by doctor to fill in the recommendation and submit it as attended.

last one is for tracking where patient actually is )

Second application is file tracking system which is based on a system based workflow.In this, we need to create a sharepoint application which can check a folder for any files and if there is any file, can intiate a email.

Can you please advise how should we create these two. Should we create 2 websites for these two under the same site collection or in some other way.

cheers





Re: SharePoint - Design and Customization changing the default templates in wss3.0

Ishai Sagi

  1. sounds like a regular sharepoint configuration - go to the list settings and add\modify\remove fields as required.
  2. you can change the content of the navigation bar using the site settings for each site.
  3. I don't understand the dilemma. You can do them in the same site or in two different sites. This is a question of what is more comfortable for the user.






Re: SharePoint - Design and Customization changing the default templates in wss3.0

leo2

Thanks for the reply.

regarding point number 3, let me put it again

I need to create a simple patient management system in which work items and states are as followed:
State workitem
1.Patient lined up: This the form which displayes the list of patients which are lined up for arrival in hospital.
There will be an option to add a new patient information to it using an create new patient
option(new webpage will open and data will be saved in the previous list).
2.Patient arrived: When a patient arrives physically, nurse will open Patient lined up page, use a button to send an
email to a doctor and change the status of patient to waiting state.Now these patient will be shown
in patient arrived list and will be removed from lined up form
3.Waiting state: Doctor gets the email, he approves it on email itself.when sharepoint workflow get the
email from doctor, it moves the patient to Accepted state.
4.Accepted state: patient goes to the doctor and doctor just press close in the patient details link(which he gets
through list in waiting state form) into closed state.

There are 2 other forms which will shown patient list grouped based on different attributes like in Room wise etc

Can you please let me know how to create this application (most important how should i create the workflow and attach to the lists and how to move patient from one list to another based on his state).

And other thing is that in this particular case should i use sharepoint designer or vs.net to create the workflow with using a default or custom workflow

Thanks again for your help

Cheers





Re: SharePoint - Design and Customization changing the default templates in wss3.0

Ishai Sagi

sounds like you can achieve all of this with a slightly customised tasks or issues list. no need of designer or workflow.




Re: SharePoint - Design and Customization changing the default templates in wss3.0

leo2

Hey Ishai,

thanks a lot and lot more.what a prompt response!

I will try to create a sample today and will get back to you.

May god bless you.

best regards

leo2





Re: SharePoint - Design and Customization changing the default templates in wss3.0

leo2

Ishai,

As per your suggestion, i plan to create one task list per state(patient lined up,patient arrived etc) and make some changes like attaching those task list.

I need to know whether we can use create a custom workflow to move task from one list to another based on changes of value of any column of the task.

I am asking you this because on microsoft site ,it is written that usng sharepoint designer, we can associate exactly one workflow to one task list.

So can we create such workflow in vs.net and any help how i should proceed to create a custom workflow for this.

Thanks





Re: SharePoint - Design and Customization changing the default templates in wss3.0

leo2

Please reply.

How should i proceed for this.

Cheers





Re: SharePoint - Design and Customization changing the default templates in wss3.0

Ishai Sagi

again - I don't see the problem. Just define your workflow in sharepoint designer. If you want to develop it in visual studio there are many examples out there:

just do a search in google for more articles:

http://www.google.com.au/search sourceid=navclient&aq=t&ie=UTF-8&rlz=1T4GFRC_enAU219AU219&q=sharepoint+workflow+visual+studio






Re: SharePoint - Design and Customization changing the default templates in wss3.0

leo2

Thanks for your reply Ishai.

i think my actual question to you got lost in number of questions.

let me put my question once again.I need to know that i my case should i use single task list(with mutiple views for showing "due in"," waiting","acknowldged" etc) or should i use different task list for each of them

cheers





Re: SharePoint - Design and Customization changing the default templates in wss3.0

Ishai Sagi

I have answered this before, you will notice - it all depends on how you see it being more comfortable for the user.

There is no clear answer here, because this all depends on how the users will be using it. I think a single task list is the best, since you just change fields to set status, and users have a single point of entry - one list. They don't have to think "where is my task" - it is always in the same place. But, there maybe things I do not know about how your users think and behave.






Re: SharePoint - Design and Customization changing the default templates in wss3.0

leo2

Sorry for not understanding your answer earlier.

You are correct in saying that one task list would be fit in more appropriately in my case.
I have created a list and am able to attach a workflow to a task list.
Now i want that the editform(which opens when we click on any of the task) should
change according to the workflow status(like whether it is in the intial state,inprogress state,
approval state, completed state etc),i.e i want to associate more than one edit and description
forms to one task list.

i read in one blog(http://blogs.msdn.com/sharepoint/archive/2006/11/26/developing-workflows-in-vs-part-4-design-and-bind-your-forms.aspx) that it is possible using createtaskwtihcontenttype.

Now what i need to understand that what is difference between an edit form assoicated with workflow and is different from editform opened when any general task is edited in a task list and how task list understands which one to open(default or custom).

Also similiar to this can we create and associate new task form and description form with task

if yes how. I basically want a working solution somewhat similiar to this. can you have any link for any sample workflow.

i have sdk installed but it gives microsoft.office.workflow.tasks.dll not found error.

Cheers