SharePoint Saturday Richmond Wrap-up

SharePoint Saturday Richmond was a blast.  Thanks to everyone that attended, hopefully the session was beneficial to the attendees.

Here is a copy of the slide deck on Slide Share:

Here is a copy of the source code used during the presentation:  SPBlueprints.Activities

SharePoint Saturday Richmond

SharePoint Saturday Richmond is scheduled for Saturday November 5th.  It is a free event with great content for End Users, Power Users, Developers, Architects, and IT Pros.  With a great lineup of speakers there is sure to be great content giving attendees a chance to expand their SharePoint knowledge and also to network with other IT professionals.

Registration is now open and can be found here:  http://spsric.eventbrite.com/?ref=ecount

I’ll be presenting a developer session titled Developing Reusable Workflow Features.

This session will cover a series of techniques on how to increase overall reuse within your SharePoint Workflow projects as well as provide an overview of how to create custom Workflow Activities in Visual Studio 2010 that can be leveraged in your SharePoint Workflows to connect to system services like the User Profiles and Business Connectivity Services.

I hope anyone in the area can make it out.

CASPUG–Session Wrap-up

Great turnout for the September meeting of the Charlotte Area SharePoint User Group.  Thanks to everyone that attended, hopefully the session was beneficial to the attendees.

Here is a copy of the slidedeck on Slide Share:  Developing Reusable Workflow Features

Here is a copy of the sourcecode used during the presentation:  SPBlueprints.Activities

Presenting Charlotte SPUG–Developing Reusable Workflow Features

I am scheduled to present at the September meeting for the Charlotte SharePoint User Group and will be presenting my session on planning and developing for reuse within workflows.  A full session abstract is below.

Session Abstract

A key component to developing and maintaining a suite of workflow processes is consistency and reusable features.  This session will provide an overview of how to approach reusable workflows and custom Workflow Activity features that can be used to develop a portfolio of workflow processes.  We will walk through some specific examples that you can leverage in your own SharePoint workflow projects.

Meeting Details

Date/Time:  Wednesday September 21st 2:30-5:30pm

Location:  National Gypsum,  2001 Rexford Road, Charlotte, NC 28211

URL:  http://www.casug.org/SitePages/Home.aspx

 

I’m looking forward to the meeting and hope for a full house!

User Profiles – Adding a Custom Tab and Page

The User Profile Pages within the MySites area of SharePoint 2010 is significantly more robust than in previous versions.  I really like the concept of making it a central/social hub and using it as a central place to hold and maintain content.  While I generally shy away from major customizations to the Personal sites (aka My Content), the My Site Host that stores the User Profile Pages and Activity Stream provides a great place to load centralized content and features.  It could be for integrating into other social applications your organization might use, or perhaps a place to hold executive Dashboards.  Since the My Site Host is shared between all users within that profile store it is easier to maintain than the individual Personal sites.

I have found myself in a number of conversations recently with people asking about how to customize and extend the User Profile Pages but I have not seen any good sources of information on how to approach it.  Today we will look at how you can define a custom ApplicationPage that uses the User Profile format and how to link to it from within the tabs present in the User Profiles section.

Managing User Profile Tabs

For those that are not aware, the horizontal tabbed navigation displayed in the User Profiles section is actually powered by the QuickLaunch menu for the MySite Host site.  You can add a new tab simply by adding a new Heading entry for the QuickLaunch.

Here is a screenshot of the tabbed QuickLaunch on the User Profile page.

Here is what the QuickLaunch configuration looks like:

 

Custom User Profile ApplicationPage

The sample code included in this project includes the standard formatting for the page so that it blends in perfectly with the other pages within the section.  Your custom page has access to the full Server OM and can include complex user controls or visualizations.

<%@ Page language="C#" DynamicMasterPageFile="~masterurl/custom.master" Inherits="Microsoft.SharePoint.Portal.WebControls.PersonalAdminPage,Microsoft.SharePoint.Portal,Version=14.0.0.0,Culture=neutral,PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="SharePoint" Namespace="Microsoft.SharePoint.WebControls" Assembly="Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="Utilities" Namespace="Microsoft.SharePoint.Utilities" Assembly="Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="WebPartPages" Namespace="Microsoft.SharePoint.WebPartPages" Assembly="Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="OSRVWC" Namespace="Microsoft.Office.Server.WebControls" Assembly="Microsoft.Office.Server, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="OSRVUPWC" Namespace="Microsoft.Office.Server.WebControls" Assembly="Microsoft.Office.Server.UserProfiles, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="SPSWC" Namespace="Microsoft.SharePoint.Portal.WebControls" Assembly="Microsoft.SharePoint.Portal, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="SEARCHWC" Namespace="Microsoft.Office.Server.Search.WebControls" Assembly="Microsoft.Office.Server.Search, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="PublishingWebControls" Namespace="Microsoft.SharePoint.Publishing.WebControls" Assembly="Microsoft.SharePoint.Publishing, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>

<asp:Content ID="Content1" ContentPlaceHolderID="PlaceHolderLeftNavBarDataSource" runat="server">
<SPSWC:DataSourceReplacer runat="server" ControlID="PlaceHolderLeftNavBar/QuickLaunchNavigationManager/QuickLaunchMenu">
<SPSWC:MySiteDataSource runat="server" ShowStartingNode="False" SiteMapProvider="MySiteLeftNavProvider" />
</SPSWC:DataSourceReplacer>
</asp:Content>

<asp:Content ID="Content2" contentplaceholderid="PlaceHolderPageTitle" runat="server">
Custom Page Title
</asp:Content>

<asp:Content ID="Content3" contentplaceholderid="PlaceHolderPageTitleInTitleArea" runat="server">
Custom Page Title
</asp:Content>

<asp:Content ID="Content4" contentplaceholderid="PlaceHolderSiteName" runat="server">
<SPSWC:PersonalSpaceMainHeading TitleMode="true" runat="server" />
</asp:Content>

<asp:Content ID="Content5" contentplaceholderid="PlaceHolderMain" runat="server">
<Sharepoint:FormDigest runat="server" id="FormDigest" />

<div class="s4-notdlg noindex">
<a id="A1" href="javascript:;" onclick="javascript:this.href='#SkipContactCard';" class="ms-SkiptoMainContent" runat="server">
<SPSWC:StringValueEx ResourceFile="spscore" LocId="SkipContactCard_Text" runat="server" />
</a>
</div>
<SPSWC:ProfilePropertyLoader id="m_objLoader" LoadFullProfileOfCurrentUser="true" runat="server" />
<div class="ms-profilepageheader">
<table border="0" cellpadding="3" cellspacing="0" ID="ZoneTable" width="100%" class="ms-tztable">
<!-- business card zone -->
<tr><td colspan=3 width="100%" style="padding:24px">
<table class="ms-contactcardtext3" cellspacing=0 cellpadding=0 width="100%">
<tr>
<td width="150" valign="top">
<div class="ms-contactcardtext3" style=""width:100%;">
<SPSWC:LocalTimeControl runat="server" />
</div>
<div class="ms-profilepicture ms-contactcardpicture ms-largethumbnailimage">
<SPSWC:ProfilePropertyImage PropertyName="PictureUrl" RenderWrapTable="False" ShowPlaceholder="true" id="PictureUrlImage" ImageSize="Large" CenterVertically="true" runat="server"/>
</div>
<div class="ms-contactcardtext3" style="width:100%;">
<div><SPSWC:EditProfileButton runat="server" id="ddlEditProfile" /></div>
<div><SPSWC:AddToColleaguesButton runat="server" id="TBBAddtoColleagues" class="ms-my-addcolleague"/></div>
</div>
</td>
<td valign="top" width="320">
<div style="min-height:175px">
<div class="ms-contactcardtext2 ms-identitypiecenotediv">
<SPSWC:StatusNotesControl runat="server"/>
</div>
<div style="padding-top: 50px;vertical-align:top;" class="ms-name ms-contactcardtext1" id="ProfileViewer_Name">
<SPSWC:PersonalSpaceMainHeading TitleMode="false" runat="server"/>
</div>
<div style="padding-left: 20px;" class="ms-contactcardtext3" id="ProfileViewer_ValueTitle">
<SPSWC:ProfilePropertyValue PropertyName="Title" runat="server"/>
</div>
<div style="padding-left: 20px;" class="ms-contactcardtext3" id="ProfileViewer_ValueDept">
<SPSWC:ProfilePropertyValue PropertyName="Department" runat="server"/>
</div>
<br/>
<div style="padding-left: 20px;" class="ms-contactcardtext3" id="ProfileViewer_ValueOfficePhone">
<SPSWC:ProfilePropertyValue PropertyName="WorkPhone" dir="ltr" runat="server"/>
</div>
<div style="padding-left: 20px;" class="ms-contactcardtext3" id="ProfileViewer_ValueOfficeLocation">
<SPSWC:ProfilePropertyValue PropertyName="Office" runat="server"/>
<SPSWC:ProfilePropertyCheckValue PropertyNames="Office,Location" runat="server" Text=", "/>
<SPSWC:ProfilePropertyValue PropertyName="SPS-Location" runat="server"/>
</div>
<div style="padding-left: 20px;" class="ms-contactcardtext3" id="ProfileViewer_ValueEmail">
<SPSWC:ProfilePropertyValue PropertyName="WorkEmail" runat="server" PrefixBrIfNotEmpty="true"/>
</div>
<br/>
<div style="padding-left: 20px;display:none;" class="ms-contactcardtext3" id="ProfileViewer_ProfileDetails" >
<SPSWC:ProfileDetailsViewer id="ProfileViewer" Collapsible="false" runat="server" />
</div>
</div>
<div style="padding-left: 20px;" class="ms-contactcardtext3">
<SPSWC:ContactCardDetailsLink AboutMeId="ProfileViewer_ValueAboutMe" ProfileDetailsId="ProfileViewer_ProfileDetails" EllipsisId="ProfileViewer_Ellipsis" runat="server" />
</div>
</td>
<td valign="top" width="418">
<div style="padding: 50px 5px 0px 15px; overflow:hidden; min-height: 142px; height: 142px;" class="ms-contactcardtext3" id="ProfileViewer_ValueAboutMe">
<SPSWC:ProfilePropertyValue PropertyName="AboutMe" runat="server" PrefixBrIfNotEmpty="false"/>
</div>
<div style="padding-left: 15px;display:none" id="ProfileViewer_Ellipsis" class="ms-contactcardtext3"></div>
</td>
</tr>
</table>
</td></tr>
</table>

<SharePoint:AspMenu
ID="MySiteSubNavigationMenu"
Runat="server"
EnableViewState="false"
DataSourceID="MySiteSubNavDS"
AccessKey="<%$Resources:wss,navigation_accesskey%>"
UseSimpleRendering="true"
UseSeparateCss="false"
Orientation="Horizontal"
StaticDisplayLevels="1"
MaximumDynamicDisplayLevels="0"
PopOutImageUrl=""
SkipLinkText=""
CssClass="s4-sn">
</SharePoint:AspMenu>
<SPSWC:MySiteDataSource
ShowStartingNode="False"
SiteMapProvider="MySiteSubNavProvider"
id="MySiteSubNavDS"
runat="server"/>

</div>

<a name="SkipContactCard" tabindex=0></a>

<div class="ms-profilepagecontent">
Your Page Content Here!
</div>
</asp:Content>

Managing the QuickLaunch Entries

For this to be a robust feature the QuickLaunch entries should be managed as part of the feature activation/deactivation process so a FeatureReceiver has been added to the project to add and remove the entries respectively.

using System;
using System.Runtime.InteropServices;
using System.Security.Permissions;
using Microsoft.SharePoint;
using Microsoft.SharePoint.Navigation;
using Microsoft.SharePoint.Security;

namespace CustomMySitePage.Features.Customer_User_Profile_Page
{
[Guid("d2754488-4038-42fd-9c9e-f93f19d4e093")]
public class Customer_User_Profile_PageEventReceiver : SPFeatureReceiver
{
public override void FeatureActivated(SPFeatureReceiverProperties properties)
{
using (SPWeb web = properties.Feature.Parent as SPWeb)
{
SPNavigationNode node = new SPNavigationNode("Custom Page", web.Url + "/_layouts/CustomMySitePage/PageTemplate.aspx");
web.Navigation.QuickLaunch.AddAsLast(node);
}
}

public override void FeatureDeactivating(SPFeatureReceiverProperties properties)
{
using (SPWeb web = properties.Feature.Parent as SPWeb)
{
SPNavigationNodeCollection nodeCol = web.Navigation.QuickLaunch;
foreach (SPNavigationNode node in nodeCol)
{
if (node.Title == "Custom Page")
{
node.Delete();
}
}
}
}
}
}

Deployed Custom Tab and Page

Here is a final look at what it looks like with the feature activated and the Tab and Page available.

 

Template Project Source Code

The source code for this project is available for download here:  CustomMySitePage Project

I will not be providing support for the code as it is merely an example of how the pages within the User Profile section of MySites works.

Use the Status Bar to Display Active Workflows

Over the past six months I’ve found myself moving more and more towards using the new Client OM for things that I used to use jQuery and SPServices for.  While I still love SPServices, it is not always required and now that I am getting more knowledgeable about how to do things in the Client OM, things are getting a lot easier (although you have to go back to writing CAML).

After a recent session at SharePoint Saturday The Conference an attendee asked me about ways to show a user they have an open workflow task.  After thinking about it, it was pretty similar to something else I had done recently that involved reading for a SharePoint list and adding an item to the status bar using the Client OM.  This particular request involved a little more code in order to properly filter down the task list, but it works like a charm.  It is important to remember that the client OM only works within the given Site Collection, and this particular code as-is will only look at the site the user is on at the time.

If you want this to display on a single page, you can simply add it to the page. In order to have it show up throughout the site though, you will want to add it to the MasterPage. If the MasterPage is used throughout many sites and or site collections, it will show any open tasks for the specific site.

To start off, we will create a div container. I typically put something like this just inside the tag of the MasterPage. Add in some global variables and then add in the Ajax Execute/Delay command that will call the first method, getUser() when the page is fully loaded.

   <div id="SetStatus"><script type="text/ecmascript" language="ecmascript">
    var url = '';
    var statusId = '';
    var isitDlg = window.location.href.match(/isDlg/i) != null;
    var taskOutput;
    var context = null;
    var web = null;
    var curUser = null;

    if (!isitDlg) {
        ExecuteOrDelayUntilScriptLoaded(getUser, "sp.js");
    }
</script></div>[/sourcecode]   

Next, within the script block we will add the methods to support getUser(). These methods will get the current user's information which is needed to be able to load only the current user's assigned tasks.

[sourcecode language="js"] function getUser() { context = new SP.ClientContext.get_current(); web = context.get_web(); curUser = web.get_currentUser(); curUser.retrieve(); context.load(web); context.executeQueryAsync(Function.createDelegate(this, this.onSuccessMethod), Function.createDelegate(this, this.onFailureMethod)); } function onSuccessMethod(sender, args) { var user = web.get_currentUser(); LoadNotifications(); } function onFailureMethod(sender, args) { alert('Error: ' + args.get_message() + 'n' + args.get_stackTrace()); }

With the user’s name available we can now read the list items from the local Task List that are active and assigned to the user. If successfull the (ReadListItemSucceeded() method is called otherwise if an error is raised the ReadListItemFailed() is called.

function LoadNotifications() {  	
var listTitle = "Tasks";  	
context = SP.ClientContext.get_current();  	
var list = context.get_web().get_lists().getByTitle(listTitle);  	
var camlQuery = new SP.CamlQuery();  	
camlQuery.set_viewXml("<view><query><viewfields><fieldref name="ID" /><fieldref name="Title" /><fieldref name="FileDirRef" /><fieldref name="StartDate" /><fieldref name="DueDate" /></viewfields><where><and><eq><fieldref name="AssignedTo" /><value type="User">" + curUser.get_title() + "</value></eq><or><eq><fieldref name="Status" /><value type="Choice">In Progress</value></eq><eq><fieldref name="Status" /><value type="Choice">Not Started</value></eq></or></and></where></query></view>");  	
this.listItems = list.getItems(camlQuery);  	
context.load(listItems);  	
context.executeQueryAsync(ReadListItemSucceeded, ReadListItemFailed);  
}  

The returned list of tasks is now processed and the output is prepared. If tasks are prepared, the SetStatus() method is called to show the status bar message.

function ReadListItemSucceeded(sender, args) {  	
var itemCount = 0;  	
taskOutput = " <div id="tasks"> <table width="800"> <tbody> <tr style="font-weight: bold"> <td width="500">Task</td> <td width="150">Start Date</td> <td width="150">Due Date</td></tr>";  	var items = listItems.getEnumerator();          
while (items.moveNext()) {             
itemCount += 1;             
var listItem = items.get_current();             
var isLate = false;             
taskOutput += "<tr><td><a href="&quot; + listItem.get_item(" FileDirRef') + "/DispForm.aspx?ID=" + listItem.get_item('ID') + "' target='_top'>" + listItem.get_item('Title') + "</a></td><td>" + listItem.get_item('StartDate') + "</td><td>" + listItem.get_item('DueDate') + "</td></tr>";         
}         
taskOutput += "</table></div>";         
if (itemCount > 0) {             
SetStatus("Reminder: ", "You have a workflow task! <a href="javascript:ShowTasks()">View open Workflow Tasks</a>", isLate);         
} 
} 
function ReadListItemFailed(sender, args) {         
alert('Error: ' + args.get_message() + 'n' + args.get_stackTrace()); 
} 

The SetStatus() method shows how simple it is to work with the Client OM. The SP.UI.Status.addStatus call will post the message including the title and the body of the message. We then make a second call to SP.UI.Status.setStatusPriColor to change the color of the bar. Pretty simple, yet so powerfull!

function SetStatus(title, message, isLate) { 	
statusId = SP.UI.Status.addStatus(title, message, false);         
if (isLate) {             
SP.UI.Status.setStatusPriColor(statusId, 'red');         
}         
else {             
SP.UI.Status.setStatusPriColor(statusId, 'yellow');         }     } 

The last method is the ShowTasks method which is the javascript function that is called from within the status messages to show a simple output inside of the Client OM’s ModalDialog. First format the display options for the window and then call the SP.UI.ModalDialog.showModalDialot() method.

function ShowTasks() {  	
var _html = document.createElement('div');  	
_html.innerHTML = taskOutput;  	
var options = { html: _html, autoSize:true, allowMaximize:true, title: 'Open Workflow Tasks', showClose: true };  	
var dialog = SP.UI.ModalDialog.showModalDialog(options);  
}  

Not a lot of code to provide a very usefull solution that does not require anything to be deployed to the server. Below are screenshots of the solution in action.

Open Workflow Tasks Status

Open Workflow Tasks Listing

There are definitely some things that can be done to better format the output of the ModalDialog, but you get the idea. This is just one way to leverage the Client OM for some very useful business features.

SPS The Conference Slides and Additional Info

SharePoint Saturday The Conference has been a pretty impressive event so far.  It is amazing how well it has been run which is a real testament to the organizers and volunteers that have made it all happen. 

Both of my sessions seemed to go off fairly well, hopefully everyone managed to learn something and has a takeaway.

Here is the slide deck for the Developing Reusable Wokflow Features as well as the VS project code for SPBlueprints.Activities.

Here is the slide deck for the afternoon session Getting the Most from the User Profiles.

Another full day of sessions tomorrow, with many great sessions still on the schedule.  I’ll be roaming around as an attendee, if you have any questions feel free to stop and say hello.

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