May 2013
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Batch check-in of SharePoint documents

By: Vladi Gubler | Comments [1] | Category: Products | 5/10/2013


Today I'm going to show you how easy it is to set up automatic document check-in process in SharePoint using Smart Action Pro. We are going to be automatically checking in documents that have been left checked-out for more than a month.

I'm going to be adding two actions to our document library. The first one basically duplicates the built-in ribbon button and allows checking in selected documents on demand. Now the second one is where the real magic lies. This action is going to be monitoring our document library and automatically checking in document that were last modified a month ago and are still checked out.

Action #1

Create Update list items action and call it Check-in. In the Advanced settings make the action Show as a column and add it to context menus (it also adds it to ribbons):

Check-in advanced settings

In the Action Settings, set the Check-in column value to Yes, you can also specify a value for check-in comments

Check-in action settings

In the Conditions require the document to be checked out for the action to run:

Check-in conditions

Save the action. Now you can check-in documents on demand, without popping up the confirmation window.


Action #2

This is our timer action. It's actually almost identical to the first one, except for the Advanced settings, which do not need to be set (we do not want it to be shown as a column). And in the General settings we need to specify our timer configuration:

Auto check-in

The important thing to note here is the Run on events section. Uncheck New and Edit and check Timer-based, specify how long after the Modified date you want the action to run. Set the Action Settings and Conditions in the same way as shown above, save the action and you are done! Enjoy!





View grouped by custom field blank in SharePoint 2013

By: Vladi Gubler | Comments [2] | Category: Development | 5/2/2013


One of our customers ran into this issue after upgrading from 2010 to 2013. One of the list views was grouped by our Connected Field, a custom lookup field. In 2013, the view is completely blank, to columns, not data, just a white page.

Turns out it's another one of (numerous) bugs in the view client-side rendering feature in 2013. By simply switching back to server-side rendering mode, you can fix it in a second

  1. Click on the gear icon in the top-right corner to open the Site Actions menu
  2. Click on Edit Page
  3. You can know see the list view web part
  4. In the web part context menu, choose Edit Web Part
  5. In the toolpane, expand the Miscellaneous section
  6. Check Server Render
  7. Save settings
  8. Click on Stop Editing in the left corner of the ribbon

Voila, the view works again! Just hope it gets fixes in one of the next patches.