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Introduction
One of our customers wanted to have an
internal notification system where employees can leave questions or complaints.
This can vary from potholes in the parking lot to notifying the IT
administrator about the speed of the SharePoint portal. Setting up this
system would be perfect for InfoPath. You can create a form with multiple views
and use the out-of-the-box rules and conditions. Only this customer does not
have the SharePoint Enterprise Edition or InfoPath. This meant I had to get creative and
dive into SharePoint Designer. I worked a lot with SharePoint Designer but
never really with data view webparts, creating custom views and pages.
The solution I created is not perfect but I
think it is a pretty good workaround by just using the SharePoint
out-of-the-box functionalities. Any developer can use this solution and add
script or code to fill in the OOTB gaps. In this first part of the series I want to
show you the solution and in the next part I will explain how I configured the
solution.
Let’s get started!
Jasper wants to create a new notification
about the speed of the SharePoint portal. The portal has been pretty slow the
last couple of days. He goes to the SharePoint notification site:
Jasper can click at My Notifications to
get an overview of resolved and unresolved notifications:
This page only shows the notifications of
the user that is logged in. Jasper is not able to see notification of
co-workers. Jasper can click at Add new item to create a new notification:
Jasper creates a new notification and the
notification gets added into the system. Jasper assigns Robert van Son as the
responsible person for the notification. Robert now receives the following
e-mail:
Robert can now go to the SharePoint portal
and click at the My reviews link:
An overview of resolved and unresolved
reviews is presented. This page only shows the reviews of the reviewer that is
logged in. Robert is not able to see reviews of co-workers. Robert can now use
the edit menu and choose the specially created Review Notification action:
Robert can assign the notification to a
second reviewer if necessary. I will discuss this in the follow up article.
After Robert entered the information and clicked at Save, Jasper receives an
e-mail message:
Jasper gets a nice overview of the
resolution and when he goes to the site and clicks at My Notification:
Jasper can see that his notification has
been resolved! This page also serves as an archive to every user.
Gaps
There are a couple of issues I faced with
this solution:
- Not able to set fields at read only
- Employee can review the notification through the edit menu
- Absence of the quick launch
Not able to set fields at read only
I would like to set the employee
notification fields at read only when the reviewer edits the notification. In
theory the reviewer can change the entered information. The employee can of course see this in
the My Notification page but you would like to prevent this.
Employee can review the notification
through the edit menu
I created twee new edit forms, one for the
employee and one for the reviewer. The employee should only see the employee
fields and vice versa. The edit menu for the reviewer is also accessible for
the employee through the edit menu. This solution has the procedure that the
employee is not allowed to change the notification. There is also no workflow
in place to support this. It would only be cleaner to not show the reviewers
edit menu to the employee.
Absence of the quick launch
The My notification and My Reviews pages do not contain a quick launch. I am not a designer but I am sure that can easily be resolved.
Again, I realize this is not perfect but I hope you get some inspiration from this solution and maybe alter it to your business needs.
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