JSLink – Filter on a Lookup Column with CSR

Lookup columns are both useful and a little odd in how they’re implemented in SharePoint list views. I wrote a bit about this in a previous post and showed one example on how to deal with Lookup column content. This post shows an alternative – and possibly more useful approach.

We’ll change the default link in the lookup field to a link that filters the current list by the lookup field value.  Yes, users can also use the filter built into the column header – this is just another way to implement it. I also think this is a bit more intuitive for users.

At the end of the day, this is just another example of custom link ‘building’ with CSR.
Sample File: CSR_LookupSelfFilter.js

Key lines:
image

With ‘Theme’ being the internal name of the Lookup field that we’re filtering on. Fairly straightforward.

The full list:
image

After clicking ‘Technics’:
image

Now we also need to add a ‘reset’ link to the web part so that users can get back to the default view. Otherwise, they could get stuck in a dead end after selecting a filter value. There are all kinds of ways to implement this, for simplicity’s sake we just updated the title text and link. 
Before:

image

After:
image

Obviously you don’t *actually* have to change the text of the web part header – just the URL. Smile But again, it seems like better UX.

Hope this is useful.

References:
JS Link and CSR Page

SharePoint Fest–Seattle 2016

The SPFest folks once again put on a wonderful show last week in Seattle. Big thanks to everyone involved!

Just a quick follow-up with session links to slide decks:

DEV103 – Client-Side Rendering for SharePoint: From Intro to Practical Application

  • SPFest Link
  • You can find lots of JS Link and CSR links on this page.
  • My Link
  • New post with updated script for Lookup link to filtered views (Updated: Link)

PWR202 – Designing and Building User-Friendly vs. SharePoint-User-Friendly Solutions
(previously listed as ‘DEV202’)

  • SPFest Link
  • Did you attend this session? Do you have an idea for a better title for the session?
  • My Link – Added a slide with screenshot on hiding lists with SharePoint Designer
  • Keep an eye out for new posts on PowerApps extensions to the scenario (I will add links)

I love hearing feedback so feel free to email or use the comment section. Thanks!

See you in Chicago!

PowerApps and SharePoint – Filtering the List View

*Disclaimer* – This post based on Preview version of PowerApps. I’ll make every effort to update with any changes and verify when PowerApps is released. 

One of the powerful features in PowerApps for SharePoint users is the ability to create an app from a SharePoint list. When using this feature, PowerApps creates three screens for us to start with: A Browse screen, a View screen, and a New/Edit Item screen.  

The Browse screen contains a Gallery control – which displays the contents of a list. By default it shows ALL items in a list. This might be fine for some business needs – especially with the inclusion of the search functionality also built into the default screen. Some use cases however may look for a filtered view of a list. 

The Short Version

The browse screen is set up to show all items, as well as take input from the search box. I’m going to change the list to display all items where the Request Type is a certain value.

  1. Select the Gallery on the browse page 
    image
  2. Change the Items formula from search-based to filter-based:
    From:
    image
    SortByColumns(Search(‘Service Requests‘, TextSearchBox1_1.Text, “Comments”, “Notes”, “Title”, “Title”), “Comments”, If(SortDescending1, Descending, Ascending))
    To:
    SortByColumns(Filter(‘Service Requests’, ReqType.Value=”PEBKaC”), “Comments”, If(SortDescending1, Descending, Ascending))
  3. Items displayed on the screen should now be filtered by the Request Type.

Notes

  • Similar to other methods in SharePoint (like CSR with JSLink) the field names seem to be using the internal name of the field. Above, when accessing the Request Type we needed to use ‘ReqType’.

References

Getting Started with PowerApps (Preview) for SharePoint Users

Notes and Setting Context

PowerApps is a new product/service offering from Microsoft for building business solutions that connect data from a variety of services and locations – including SharePoint Online. It is targeted at ‘power users’ – which is a somewhat broad and undefined group of users. It’s safe to say that not all SharePoint users will be able to build solutions in PowerApps intuitively as it does require a different skill set – but it is not coding.

  • PowerApps are available through an Office 365 account for users within your organization. Apps are not public-facing. You’re not creating a stand-alone app that anyone can download and run. It will only work for your tenant. The app owner determines who has access to the app: it could be a list of individuals or the whole organization.
  • PowerApps is not a replacement for InfoPath… yet. It certainly has potential. Yes, it has forms – but it’s not going to be on par with what InfoPath had to offer in terms of complexity for now.
  • PowerApps was not developed exclusively for SharePoint – so don’t expect a SharePoint-only kind of focus from the product. It integrates with a LOT more platforms and services. SharePoint is one of them and it already does do some cool stuff for the SharePoint platform.
  • PowerApps is targeted at the mobile platform – specifically phone and tablet devices, but it will be surfaced in the browser as well. The mobile client lists out apps that the user has access to. Apps can also be pinned to the desktop of your device rather than having to open the PowerApps app first.
  • Within SharePoint, PowerApps will soon have a presence within the new ‘modern’ SharePoint lists and libraries – more to come on that soon.
  • PowerApps is built on Azure. So it’s cloud-based. PowerApps Studio is a local tool, but connects to PowerApps Portal – which is a cloud service and relies on the cloud for Connections.
  • Connections’ and ‘Gateways’ are how you get access to services and data. Which ones are available will be determined by licensing… which is still TBD. While currently in Preview mode, we have access to all available connectors.
  • PowerApps is part of a broader effort targeting power users – so check out the other tools and capabilities as well.
    Start here: https://businessplatform.microsoft.com
    And here: https://powerusers.microsoft.com/
  • If you are or were an Excel or Access ‘guru’ building complex formulas, spreadsheets, and/or Access solutions, you’ll probably be pretty confortable digging into PowerApps (and Flow).
  • The documentation is fantastic for this point in a new product release. Seriously I can’t give enough kudos to the team putting this stuff together.
    https://powerapps.microsoft.com/en-us/tutorials

Where To Start

  1. Check out the tutorial found here:
    https://powerapps.microsoft.com/en-us/tutorials/getting-started/ 
  2. Go to https://powerapps.microsoft.com and log in with an account you use with Office 365.

Where To Go Next

Honestly, just dig in. It’s pretty easy. There definitely is a learning curve the deeper you get. But you’ll see a bunch of cool capabilities just by clicking around. You can have a mobile powerapp running on a SharePoint Online list going in minutes.

I’m putting my links and resources here: http://www.idubbs.com/blog/powerapps-and-flows/
So, without repeating all those links in this post, just check it out. Smile

PowerApps Preview – SharePoint Field Work-Arounds

*Disclaimer* – This post based on Preview version of PowerApps. I’ll make every effort to update with any changes and verify when PowerApps is released.

The following is a discrepancy happening in the Preview mode that will likely be resolved in the release version. Until then, something to mention so others don’t get frustrated when working with PowerApps during the Preview stage.

When looking at the columns in my SharePoint list, I have the following:

Figure1
Figure 1

Now, I create a PowerApp based on the same list. BrowseScreen gives me four controls/fields on my card by default.

image.png
Figure 2

When using the dropdown values for the controls, I get the following:

image.png
Figure 3

Which is *not* the same as my list of fields. It looks like I’m missing:

  • ReqType (choice)
  • AssignedTo (Person)
  • CreatedBy (Person)
  • ModifiedBy (Person)
  • Status (choice)
  • Priority (choice)
  • Dept (Lookup)
  • Dept:ID (Lookup – additional field)

The missing fields are Choice, People, and Lookup fields. All of these fields are a bit more complicated behind the scenes. Thankfully we can still get to the data but we need to be a little more deliberate about it.

Note: ID comes as a bonus and IS available for selection. While ID is not shown in SharePoint’s List Settings we know we can get access to it in views. It’s a column that’s just behind the scenes sometimes in SharePoint.

As shown in Figure 2 above, PowerApps provides an easy way to select a control on the card and select which field it should represent. You can also use the Text property directly – either in the top property control or on the Advanced panel (select the View tab, then click on ‘Advanced’).

image.png
Figure 4

In the formula box for the property, delete the field name (‘Comments’). With the cursor after the period, the dropdown suggestion should now show all available fields – including our missing fields.

Notes:

  • SharePoint’s CreatedBy is shown as ‘Author’.
  • SharePoint’s ModifiedBy is shown as ‘Editor’.

Note:

‘ThisItem’ is not needed in this example. You can type the field name directly. However, if you want to see a list of the fields available, you can use ‘ThisItem.’ in the formula.

Select ‘Editor’. Your formula now shows ‘ThisItem.Editor’, but the field is showing an error.

image.png
Figure 5 – ‘Attention needed’ in the Advanced panel

image.png
Figure 6 – ‘Attention needed’ in the form designer

As the message indicates, we need a text value to display, rather than what is essentially a person object. After ‘ThisItem.Editor’ add another period to see additional options – and select DisplayName. This provides what we’re likely looking for.

image.png
Figure 7

DispName
Figure 8

Choice fields work with:
ThisItem.[fieldname].Value

Lookup fields work with:
ThisItem.[fieldname].Value

If additional fields are selected for display (a field setting in SharePoint), they may show up as:
ThisItem.[fieldname]:[columnname].Value
Ex. ThisItem.Dept:ID.Value

Note:
Currently seeing what should be Dept:ID showing up as:
Dept_x003a_ID – I’m guessing this will be updated before release as well.

People fields have a list of values available:

  • Department
  • DisplayName
  • Email
  • JobTitle
  • Picture

All in all, this issue doesn’t stop us from building what we’re trying to build, but it is an inconsistency in the UX and can be confusing or frustrating to folks during the learning curve.

Please – Let me know if you see something different so we can keep this info current.

Enjoy!

MNSPUG July 2016 – PowerApps and Flow

Raymond and I did a presentation at the July 13th Minnesota SharePoint User Group a few weeks ago: Microsoft PowerApps and Flow: Overview and Integration Points with SharePoint. We had a nice crowd of 70-80 folks between the people in the room and folks that participated online.

Links to the presentation slides and recording (TBD) can be found on the MNSPUG site.

NOTE: In our slides we mention the connector for Office 365 Video. Right now there is an issue with that connector working with the current version of PowerApps. This is a known issue and Microsoft is working to resolve it.

Microsoft is generating a LOT of interest in these two new technologies – both still in Preview (now, and when the presentation was given). With the Ignite conference coming up this Fall, I’d be surprised if there isn’t more to see by conference time – between polishing the release version, adding new features, and potentially releasing one or both of the products. Stay tuned.

*Disclaimer* – This post based on Preview version of PowerApps. I’ll make every effort to update with any changes and verify when PowerApps is released.

PowerApps – Conditional Formatting

*Disclaimer* – This post based on Preview version of PowerApps. I’ll make every effort to update with any changes and verify when PowerApps is released. 

So far, I’m LOVING the potential that PowerApps brings to the table for power users. Coming from the SharePoint side of the world, lots of folks are going to be interested in how conditional formatting works within PowerApps. Here is one example – I’m sure there will be more.

The formatting is implemented using a formula on the Color property of the control.
If the value being checked is ‘High’, then make the Color red. If not, then make the color Black.

I have a Display form.
The ‘Priority’ field that I’m checking the value of is on card: DataCard6

With this information, I can change any of the Color properties for other controls to:
If(DataCard6.Default.Value=”High”, Red, Black)

Note: for the card of the Priority field, I can alternatively use the following:
If(Parent.Default.Value=”High”, Red, Black)

On the Browse screen, we access the data a little differently, so it looks like this:
If(Priority.Value=”High”, Red, Black)

Regarding multiple values, like typical KPI (key performance indicator) examples – Red, Yellow, Green for example – you need to nest the formula logic like this:
If(ReqType.Value=”Type1″, Red, If(ReqType.Value=”Type2″, Yellow, If(ReqType.Value=”Type3″, Green, Black)))

PACondFormat
(Yellow, by the way, looks terrible on a white background. 🙂 )

Think of it as an ElseIf kind of construct by filling in the ElseResult (as mentioned in the IF reference below).

It’s a bit of a learning curve for PowerApps with all the new terms, different ways of referencing data, etc. but Microsoft has done a great job with initial documentation, examples, etc. Some of the links below will get you started poking around.

References:
Getting started with formulas (PowerApps Reference)
If function in PowerApps (PowerApps Reference)
Understand data forms (PowerApps Reference)

7/22/16 – Updated to include example for multiple values in the If logic.

Blog finally moved…

For anyone that’s attended my sessions (SharePoint Saturday, SPFest, etc…) for the last few months I’ve given you a heads up that my blog has been in flux for a little while now as it needed to be moved. Well, I think it’s finally set now.

IF you see any ‘wonkiness’ – please let me know. All the posts, images, links, links to posts, etc. should be the same. If you see otherwise or can’t get to something you could before – please let me know. Hopefully we’re in a place where stability should be greatly improved.

Thanks!

May the 4th – The Future of SharePoint summary

Big day in the SharePoint world today as Microsoft announces lots of updates coming to Office 365, SharePoint Online, and coming in SharePoint 2016.

First up – ‘SharePoint’ is back. It seems like small thing, but when you’re in Office365 and click on the ‘waffle’ menu in the upper right – instead of ‘SharePoint’, we’ve had ‘Sites’. Not a huge deal to some, but it diminished the brand a bit. With the latest updates we’re returning to ‘SharePoint’.

Next, lots of updates: big and small. Topics include:

  • SharePoint mobile app – sorry, I just can’t say ‘your intranet in your pocket…’
  • SharePoint home (web/O365)
  • Team Sites + Office 365 Groups – better together…
  • Modern library and lists experiences (more on what this means for CSR…)
  • PowerApps integration
  • Microsoft Flow integration
  • Modern pages experience
  • Improved site activity tracking
  • SharePoint Server 2016
  • OneDrive for Business and O365 file sharing updates
  • The SharePoint Framework – open and connected
  • Security updates
  • Feature packs for on-prem

You can find links to the key announcements and sites here:

Microsoft blog posts:

Event recap, recordings, and deep dives:

Other references and links:

There will be more updates in the coming days. I’ll try to update here with relevant links, etc. as they develop.

The Future of SharePoint – Without(?) CSR and JS Link

Microsoft recently announced a new document library experience. Today as part of the May the 4th ‘Future of SharePoint’ event a similar new experience for lists was announced. Ultimately, good moves in the broader effort to improve user experience within SharePoint and an evolution forward. But what, if anything, does this mean for JS Link and Client-Side Rendering (CSR)?

Let’s take a look… I’m not going to give a deep tour of the new interface – that’s for another day. Just focusing on the CSR implications right now.

So, the new list and library interface is locked down. The default page still uses the default chosen view and you can quickly and easily switch views. The page, however, has no editing options. We can’t get to the edit page and edit web part interface. So no-go for CSR. Still, not terrible – while you *could* edit the default page, it wasn’t generally a good practice. (of course, there were some relevant use cases out there…)

Now, if you’re creating pages and adding web parts of these lists and libraries to the page – we’re still in the game. This hasn’t changed… yet. We can still build out pages, add CSR via JS Link and build out our solutions.

So, the short story is that CSR and JS Link still works in 2013, 2016, and O365. There are a few fuzzy spots on the radar for O365 and 2016 though. The new page experience and the new SharePoint Framework are likely to creep into the CSR space. What the roadmap details and timeline are remain to be determined.

Note: If you still need to edit the main library and list pages, you can switch back to ‘classic’ mode. This can be done at the library, site, or site collection levels. Links available below.

References and related materials: