My OperaRE: SharePoint Custom Forms and Attachments (Final)
Thursday, January 29, 2009 1:52:41 AM
At some point I create a "numbering system" and in that system I did not want the users to be able to edit the numbers (job ID..Etc.). I also wanted them to utilize attachments but when I made a custom form it did not allow attachments. This was a problem for one user who relied on the attachment feature for his jobs. Dave found a way to fix this. Simply what you have to do is reference the ID field to a calculated field and then hide the original field. Read below on how to do this...
NOTE: This is done with the regular "on site" editor.... (Without SharePoint Designer)
1. Create your list and all your required fields including the field that you do not want the users to be able to edit. When you name this field, do not give it the name that you actually want the field name to be on the form or you will not be able to use it in step 3. Give it a similar name or abbreviated form of what you actually want to call it.
2. go to settings/ list settings of the list that you are working on.
3. Choose "create" column to make an additional column... Give it a name that represents what the original column is or what you actually want the column to be named on the form views and choose the "calculated" type.
4. In the column settings for the calculation add an "=" sign and click on the field that you want to show up in the new calculated field. I am working on my jobID field so my results are: =[JobID]
5. Make sure that the data return is a "single line of text" and that "Add to Default view" is check marked.... click OK.
6. Now that you have added your new column, you will not be able to go any further without switching the list to allow the management of content types. To do this... you should now be on the "settings" page of the list. Click on "advanced settings" and then at the top of the list choose YES for allow management of content types. Click OK and you then return back to the normal settings page.
7. under the contents type section, click on the "Task". At least this is the name that is under mine. This will bring you into the settings for the Content types. Choose Name and Description to change this to something that applies. Click ok to return to the "TASK" (My name) settings.
8. Click on the original field to view the settings for it. For the column settings choose "HIDDEN" in order to hide that field from views. Then hit OK to go back to the settings for the content types.
9. For the new field... go to the bottom of the page and click on "Column Order" to move the newly added field that you are using to reflect the original field to where ever that you require the field to be in the form. Now click OK to finalize that. Once again you will be back to the settings.
10. You are now complete and can return back to the list. If you look at the content you will see that the changes have taken effect and in the edit view the field cannot be seen. In the view you can see the field that is reflecting the information that is in the original field.
NOTE: This is done with the regular "on site" editor.... (Without SharePoint Designer)
1. Create your list and all your required fields including the field that you do not want the users to be able to edit. When you name this field, do not give it the name that you actually want the field name to be on the form or you will not be able to use it in step 3. Give it a similar name or abbreviated form of what you actually want to call it.
2. go to settings/ list settings of the list that you are working on.
3. Choose "create" column to make an additional column... Give it a name that represents what the original column is or what you actually want the column to be named on the form views and choose the "calculated" type.
4. In the column settings for the calculation add an "=" sign and click on the field that you want to show up in the new calculated field. I am working on my jobID field so my results are: =[JobID]
5. Make sure that the data return is a "single line of text" and that "Add to Default view" is check marked.... click OK.
6. Now that you have added your new column, you will not be able to go any further without switching the list to allow the management of content types. To do this... you should now be on the "settings" page of the list. Click on "advanced settings" and then at the top of the list choose YES for allow management of content types. Click OK and you then return back to the normal settings page.
7. under the contents type section, click on the "Task". At least this is the name that is under mine. This will bring you into the settings for the Content types. Choose Name and Description to change this to something that applies. Click ok to return to the "TASK" (My name) settings.
8. Click on the original field to view the settings for it. For the column settings choose "HIDDEN" in order to hide that field from views. Then hit OK to go back to the settings for the content types.
9. For the new field... go to the bottom of the page and click on "Column Order" to move the newly added field that you are using to reflect the original field to where ever that you require the field to be in the form. Now click OK to finalize that. Once again you will be back to the settings.
10. You are now complete and can return back to the list. If you look at the content you will see that the changes have taken effect and in the edit view the field cannot be seen. In the view you can see the field that is reflecting the information that is in the original field.
