Sharepoint Help/Guides

modo77

modo77

modo77

Soldato
Joined
31 Aug 2004
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Hi,

Can anyone recomend me some decent sharepoint guides?

I created a sharepoint site a while ago for work and my team has been using it more and more. And now they are requesting more features which I dont have an idea about :)

At the moment I am wanting to create a tracker for callbacks to customers. Either in a calender or via email notifications. I also need it to be able to show which of the team has picked up the callback and notify everyone else on the calender/email list.

Help please :)
 
Hi mate, I have been developing in wss2 and wss3 for about 5 years now. Can you outline what you need to achieve? From what you have written you might want to get yourself SharePoint designer (2007 if using wss3/moss) and outline a custom workflow which can for example put a timer on an object and change the status or update a field after a period of time which could designate a call back.

With more details I think I can help you a little further.

Edit: SharePoint although it looks simple can actually be a nice challenge, I just finished writing an event receiver that attaches to a list and on the update of a lead to won, creates a client on the client site, creates a document library for that client with standard folders and permissions and then rolls out custom permissions to a new group of FBA users on the fly. (this was achieved with a combination of self firing workflows and custom code).
 
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Just reading the post again, with the tracker I would create a SharePoint workflow In designer (which is free). You could fire the workflow on the update of a field for example (call back) that contains a date. You could then have another field which the workflow is listening to (system date) and compares back, when the dates match you could set a marker on the item in another field. With a custom view you could then show all items waiting for a callback on that day, for extra points an alert on the list could notify when items for call back are in the call back view.
 
Basically the team sometimes has callbacks to do for customers when the supervisor who was dealing with an issue it off. So they pass it on to everyone else in the team to do at a certain time.
When the team members get the notification we need them to be able to accept it meaning that they will deal (and only one person can accept it), and everyone else needs to know that its being delt with, so we dont get 2 people doing the same callback. Or no one which is currently happening :p

Not sure on which version of sharepoint it is (looked all over and can't see where it says) and we use outlook 2007 off an exchange server.

I didn't setup/install the sharepoint, our site was created by our IT department and then its left to my team on how its run. So aside from creating a few pages/libraries I dont know much about it. :confused:
 
Hmmm this might be tricky, designer is not really a tool to be using on a live site but it sounds like you will need workflow to achieve what you want.

When a team member accepts an item all you need to do is have them update a field in the list (this can even be done in outlook if using wss3). My guess is that you would need some kind of status field which updates depending on where in the process the user is. After I have been dragged around the shops this afternoon I will set up a list on my dev environment and see if I can't recreate what I think you are after.
 
Sorry was off yeasterday, I'm about today.

If its any easier is it possible to change the colours on the calender?
Thinking it might be easier to use the calender. I change the colours red amber green, depending on the status of the callback.
 
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