Archive for October, 2012

10
Oct
12

Microsoft Project 2010 Sync with SharePoint 2010–Sorting It Out!

The sync with Project 2010 is great, but there are some "issues" you might run in to.  One of these is sorting the SharePoint task list so it matches up with Project.  I’ve found the key to this is to add the WBS (Work Breakdown Structure) column to the sync columns and sort by the WBS column.  For those not familiar with WBS, it is a hierarchical numbering scheme used for tasks in a project plan, similar to legal numbering of paragraphs, i.e. 1, 1.1, 1.1.1, 1.1.2, 2, 2.1, 2.2, 2.2.1, 2.2.2, etc.  Using the WBS as a sort field allows you to keep the tasks in the project plan order.

Add a simple text column called WBS to your SharePoint task list.

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Using the Sync feature on Project Professional 2010, add the WBS column to the list of sync’d fields.

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Sync your project to SharePoint (that can have its own set of issues).

Add the column as a primary sort column to your view.

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Voilà!  You are sorted by WBS!

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As you drill through the tasks, you’ll notice they are all in WBS order.

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If you create a view that excludes folders, you’ll see something like this.  The important thing to note is, since this view is excluding folders, the summary tasks are not shown, as they are implemented as folders in SharePoint.

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02
Oct
12

Launch form in a dialog doesn’t work correctly when displaying a list in datasheet view

This was driving me nuts.  I had a custom list in SharePoint 2010 and I wanted the new item form to NOT open in a dialog.  No matter what I did, it kept opening in a dialog.

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Then I stumbled upon what was causing my issue!  Whenever the list was displayed in a datasheet view (which was my default), the new item form would always display in a modal dialog.

List displayed in datasheet view.

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Create a new entry…

 

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…and modal dialog is displayed (notice no master page "chrome”).

 

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Change to standard view…

 

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…and the form is opened up in single page mode (notice master page “chrome”).

 

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What’s up with that?

An interesting thing to note is this problem also exists with Calendar lists.  If you display a calendar list in anything other than a normal list view, the “Launch forms in a dialog” will not be respected when set to “No.” 

Again, if we set “Launch forms in a dialog” to “no” and view the calendar in “Calendar” view…

 

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…and attempt to create a new event while in this view…

 

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…the form opens in a dialog.

 

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If we change to the “All Events” view and attempt the same thing…

 

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The form is opened in a new page (no dialog).

 

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Perhaps this is the designed behavior, but if it is, I would recommend renaming the option to “Launch forms in a dialog when showing items in standard view.”

The description of the option would lead one to believe there might be times when a dialog would not be displayed when you would expect it to be displayed…not the other way around.

 

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I guess I shouldn’t be disappointed when I get “free” dialog forms.

 

Keywords:

Launch form in a dialog broken

Launch form in a dialog doesn’t work for custom list

List view affects dialog form




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