SharePoint Reports and Documents Generator 2.0 released

Posted by sigitas on November 16, 2010 28 comments

image We are happy to announce, that new version of SharePoint Reports and Documents Generator just released. Due to the fact that Microsoft had to remove custom XML feature from MS Word, we have decided to release a new major version of SharePoint Reports and Documents Generator. In the new version we have changed the way the new templates are created. We hope those changes will increase usability.

Here is the list of other introduced features:

  • Sharepoint Server 2010 and SharePoint Foundation 2010 support added
  • MS Word 2007 and 2010 (32 and 64 bit) are supported
  • Possibility to apply style on inserted field data
  • Rich text fields are now supported  (commercial version only)

As always you can download and try free version. To find differences between free and standard version of Generator click here.

We are looking forward  for your feedback!

Site update

Posted by admin on October 5, 2010 0 comments

We are planning our web site update. If you’ll experience any problems please be patient and visit us next day (or even give us some note). As reward for your patience we promise new release of SharePoint Documents and Reports Generator in a few days. And yes, it will support SharePoint 2010 and will have some new nice features.

Just released SharePoint reports and documents generator 1.1 version

Posted by mindaugas on November 2, 2009 16 comments

New features added

List reporting by view

In first release you couldn’t just iterate list items from any wanted list. It was a must to have a parent child relation (lookup relation) in place. In this release we implemented a feature which lets you to ignore current context/parent on Repeat tag allowing you to iterate items from any list even if you don’t have any relation in place. So, from now on you can insert any list you want in your reports and more over you can choose a view and report only those items that are filtered by selected view.

» Read more…

Redirect from NewForm.aspx to DispForm.aspx or EditForm.aspx of newly created item

Posted by mindaugas on October 11, 2009 3 comments

You may need to redirect from NewForm.aspx to DispForm.aspx (or other page) of newly created item when creating SharePointsolutions like Invoices and Orders management. There are a couple of blogs out there that already have a solution for this. Because at the moment of item creation there is no item ID yet all we can do is to redirect to other page where we can query SharePoint list using web services for the last created item by current user. Then we can just redirect to wanted page using queried item ID.

I can’t remember already where the idea came from first so I just write down how I’m doing this in my SharePoint solutions. This time I’ll going to use only SPAPI no need to use jQuery or SharePoint Designer. » Read more…

Implementing cascading drop down lists in SharePoint

Posted by mindaugas on September 30, 2009 5 comments

Continuing my last post I will show some JavaScript that can be used to implement cascading drop down lists in SharePoint. Assume you have Products list and Categories list. Products have a lookup column to the Categories list. And we have Order line list which have lookup columns to Products list and to Categories list. When creating new Order line item we want that when Category is select then theProduct combo box must be filtered to show only selected category products:

» Read more…

Picking default columns values from related list

Posted by mindaugas on September 23, 2009 1 comment

In my last post I showed one way of how to establish parent – child relations in SharePoint. Sometimes there is a need to pickup default columns values from related list. For example in my Sales Orders Management application I want to choose Product from a list when creating new Order or Invoice. But I can’t just have a lookup column to the chosen Product because over time Product price and name can change and I need to have price and Product name fixed as it was at the time the Order or Invoice was created. So I need to copy price and name values from the chosen Product item to the Order details item.

It is possible to achieve this using just JavaScript (jQuery and SPAPI) and CEWP (Content Editor Web Part). All you need to do is add CEWP to your page (in my example I added it to the Order view page) and add the following code (see comments inside): » Read more…

How to establish a parent – child relationship in SharePoint

Posted by mindaugas on September 17, 2009 39 comments

I want to show you one of the ways how to quickly establish parent – child relationship in SharePoint. By using this way you will be able to add child items on the parent item view page as shown in the image below: » Read more…

SharePoint Document Generator 1.0 Release

Posted by mindaugas on September 6, 2009 1 comment

Did you ever wanted or tried to assembly a document by using data stored in SharePoint? Invoices, legal forms, memos, or letters for customers are just few document examples that are used every day. Microsoft Word 2007 provides a way to embed information from SharePoint document library metadata columns into Word document by using Quick Parts. Besides that there are some unexpected behavior when using Quick Parts with lookup, calculated or multi valued columns there are also no way to insert information from related lists by lookup columns. For example, image that you have purchase orders SharePoint document library where customer is defined as a lookup column to the customers list and you want to have customer’s shipping address in the purchase order’s document. Or, more over you want to iterate related items from the orders details list to purchase order’s document details table. So what can be done in such situations? » Read more…