Friday, December 17, 2010

Set the Default Font in Microsoft Project 2010

The following walks you through how to set the default font in Microsoft Project 2010.
  1. Open Microsoft Project 2010.
  2. On the ribbon, select Format.  The Format ribbon appears.
  3. On the Format ribbon, select Text Styles.  The Text Styles dialog appears.
  4. Configure as desired, and then click OK.  The Text Styles dialog.
Note: this will not change the font for items you have already created.

Thursday, December 9, 2010

SharePoint 2007 tools collection

This is an updated SharePoint Server 2007 tools collection.

Filter Calendar Events by Week or Month

A common task, when displaying calendar events in the Events web part, is to filter them so that the calendar events only for a specific period are displayed.  This is easily accomplished by adding a single calendar field and then configuring the Calendar web part's Filter. This isn't the only way to implement custom event filtering.  There are others, but this one is straigtforwardly implemented with just a few clicks.  Let's get started.
  1. The first thing to do is to create a new field.  Go to the Calendar page, and then select List Settings from the Settings drop down.
  2. On the Customize Calendar page, go down to the Columns section, and then look for the Create Column link in this section.  Click this link.
  3. On the Create Column: Calendar page, enter a name for the new field.  In this example, I have named it Due Date.  Configure the field format as Date and Time, and then uncheck the Add to default view option that you see lower down.
  4. Click OK.  The field will be created, and you'll be returned to the Customize Calendar page.  Go down to the Columns section, and you'll now see the new field you created.
  5. Now go back to the Calendar page, and create a new calendar event that is within one week of the current date.  In this example, today's date is 12/9/2010, and the calendar event is created for 12/10/2010.
  6. Once you have finished creating this date, create another one, but this one scheduled for more than one week in the future.  In this example, the second event was scheduled for 12/21/2010.
  7. Now go back to the main page of your site, where you have the Calendar web part, and you should see the two calendar events displayed there.
  8. On this web part, hover the cursor over the Calendar title until the dropdown appears, and then click this dropdown arrow. 
  9. On the popup menu, select Modify Shared Web Part.  This will open the shared version of the page.
  10. Looking to the right, you'll see a new section appear.  This section enables you to configure the web part.  On this section, look for Selected View, and then just below that, the Edit the current view link.
  11. Click this link.  This will take you to the Edit View: Calendar page.  On this page, scroll down to the Filter section.  Click the first drop down list under the label Show the items when.  A drop-down will open.  Scroll the drop down until you see the new field you created - in this example Due Date.
  12. Select this field.  It will then appear in the Show the items when column field.  For the second dropdown here, select is less than or equal to.  Lastly, in the text box, enter [Today]+6.
  13. Click OK.  You'll be returned to the main page, and you'll now see just one calendar event listed.
  14. That's it!  You're done. Congratulations!

Monday, December 6, 2010

List Item Copy Workflow

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The following procedure creates an easy to use workflow on SharePoint Server 2007 Enterprise that, when launched, creates an exact duplicate of the selected list item, which you can then modify as necessary.  There's no need for any coding at all: Office SharePoint Designer 2007 already comes workflow tasks to do just this.  Let's get started.

  1. Open SharePoint Designer, and then connect to the desired site.
  2. From the File menu, go to New, and then select Workflow...
  3. On the first page of the Workflow Designer wizard, enter a name for the workflow, select the list that you want to attach the workflow to (in this case, TEST), and then make sure that the option Allow this workflow to be manually started... has been checked.  Then click Next.

  4. On the next page of the Workflow Designer wizard, first enter a name for the step (there will be only one step).  Next, click the Actions button and then select Copy List Item.
  5. On the Actions drop down list item you selected, click the first this list that you see.  The Choose List Item prompt will appear. Make sure that Current Item has been selected, and then click OK.  Now click the second instance of this list, and then select the list you want to copy to (in this case, the same list TEST).

  6. After doing this, you will see the name of the list you selected back in step 3 appear twice.  In this example, the list selected was TEST, so it appears twice.
  7. Now click Finish.  You're all done.  The next step is to test the workflow.  To do this, go back to your SharePoint site and navigate to the list you selected back in step 3.  In our example here, the name of this list is TEST.  Hover your cursor over one of the list items, and then open the drop down list that appears.  On this list, select Workflows.

  8. This navigates you to the Workflows page for that list item.  In our example, one workflow has been created, Copy List Item2.  Click this workflow.
  9. Back in step 3, you selected the option, Allow this workflow to be manually started... . Because of this selection, you are now taken to a page that allows you to manually launch the workflow.  Click Start to launch the workflow.
  10. After a few moments, you'll be navigated back to the original list, which now displays a copy of the list item you selected to duplicate, in this case Test Item 1.  Note that all of the original list item's fields were exactly copied.  Excellent.
  11. Congratulations!  You've done it.  Pretty simple, wasn't it?