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Posts Tagged ‘tutorial’

Slide Show using Content Search Web Part

Posted by Paul on March 5, 2014

In this article we can explore how to use a Content Search Web Part to create a Slide Show of images.

Step 1: Create Picture Library

Create a document library of type picture library, change the name to Slides and add some pictures into it.

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Step 2: Create Page

Add a new page and choose  the Edit Page option.

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Enter the page name as SlidePage.

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Step 3: Insert Content Search Web Part

Choose the Insert tab & Web Part ribbon item; Choose the Content Rollup category and then the Content Search web part.

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Add the web part to the page.

Step 4: Configure Web Part

Choose the Edit Web Part option & click the Change query button.

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In the appearing dialog box choose the following options.

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You are specifying:

  1. Pictures to be displayed
  2. Scoping to a URL
  3. Specifying our picture library URL

From the right pane you can verify the results.

(It takes 15 minutes for the search crawl to refresh new contents)

Save the dialog.

From the web part properties make the following changes in Display Templates section.

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Click OK to save the web part. Save changes to the page.

Step 5: Test the web part

Refresh the slide page & you should be seeing the following display.

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The slides will start changing after few seconds.

Note

There can be a 15 minute delay for the Search Crawl to update the new picture documents.  Please ensure you refresh the page after 15 minutes of upload.

Summary

In this article we have explored how to use Content Search Web Part for doing a Slide Show.

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Posted in SharePoint, SharePoint 2013 | Tagged: , , , , , , | Leave a Comment »

Three-state Workflow with Email Notification

Posted by Paul on October 14, 2012

In this article we can explore the Three-state workflow of SharePoint 2010. Please note that this is an Out-of-the-box workflow also known as Built-in workflow.

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Pre-Requisite

For viewing the email notifications generated by the workflow, you need to configure Development Machine with SMTP receiver tool.  Please view the following article to configure email.

Email

What is the purpose of Three-state workflow?

The three-state workflow can be used to track status of list items. There are 3 States involved in the whole process.  For each state change there will be Email Notification performed by this workflow.

For example, we can use this workflow to:

  1. Track Project Tasks
  2. Track Product Issues
  3. Track Reimbursement Reports

The Issue Tracking template of SharePoint is built to work with this workflow as it contains a Choice column with 3 different states.

Exploring the Workflow

For starting with create a new list using the Issue Tracking template as shown below:

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After creating the list we need to Associate workflow with the list using List tab > Workflow Settings> Add a Workflow.

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A wizard page will be started as shown below.

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Select the Three-state workflow and enter a unique name for the workflow. In the bottom of the page you can see the Start Options. Check the Start this workflow when an item is created check box.

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Click the Next button to continue.

Now you will be prompted with the second page of the Workflow as shown below:

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Please note that the Three-state workflow requires a column with 3 states as the ‘Choice’ field. In this list the Issue Status column is selected as the ‘Choice’ field. The rest 3 drop down lists show the 3 different value selections for the Issue Status to set the Active / Resolved / Closed states.

Coming down to the page you can set Emailing options like Task Information, Email Subject and Body etc. Email Notifications are done to the involved persons.

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Leave the default options and click the OK button.Now your workflow is ready to send email notifications on task creation.


Email Notification

For viewing the emails generated by the workflow you need to have:

· Emails Server configured in Central Administration

· E-mail Property set in User Profile

· Smtp4dev tool running

Please view the following article to configure email.

· Configuring Email for Development Server

Testing Workflow

Now let us test the workflow by creating a task. Create a Task and make sure you select a valid user having email for the Assigned To column.

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Save the changes and you should see the smtp4dev tool caught the email as shown below.

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You can see that the IDvalue is being highlighted. This concludes our experiment with Three-state workflow.

Editing the Workflow

We can associate multiple workflows with a list or library. To edit an existing association use the Workflow Settings > Workflow Settings menu item.

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In the appearing page you can view the existing workflows associated and edit the settings.

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The Workflows in Progress column displays the number of workflow instances currently active.

There are additional links to Add / Remove workflows, View workflow reports too.

Where should I apply this Workflow?

We can use this workflow for the following requirement scenarios:

· Product or Project approval process where a new product idea can be traversed through different stages of approval before acceptance.

· Issue tracking system where a customer can create an issue item, the support team updates it to resolved, Customer can change the status to Closed or Active again.

· Bug tracking system where the QA can create a task item, developer can change it to Resolved, QA can reopen it.

The effective use of Three-state workflow should decrease the delivery time for a tracking system with email notifications. We can also use custom lists with transition properties for using the Three-state workflow.

Advantage

This workflow provides a quick solution for the state tracking scenario.

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Otherwise, the same functionality requires multiple days of development with state, email integration, deployment & management hassles.  Thanks to SharePoint as it gives us the same functionality in minutes. 🙂

References

http://tinyurl.com/sp2010-3statwf

Summary

In this article we had explored the Three-state workflow of SharePoint 2010. Following are the point’s worth to be summarized:

· Three-state workflow tracks status changes

· A Choice column is required for the list / library to use this Workflow

· Choice column requires at least 3 fields

· Issue Tracking list template is apt for this workflow

· Association of Three-state workflow with list instance is required

· Email notification is enabled for Three-state workflow

Posted in SharePoint | Tagged: , , , , , | 2 Comments »