QPR Knowledge Base 2012.1

SharePoint Document Browser Dialog

SharePoint Document Browser Dialog

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SharePoint Document Browser Dialog

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The SharePoint document browser is used to select a document in a SharePoint site to be linked with or embedded in an information item.

 

 

Site Address

You can select the SharePoint site you want to browse from the drop down menu. The menu lists all the SharePoint sites that have been defined in QPR_Clients.ini (for instructions on how to define SharePoint site URLs, see the QPR - Administrator's Guide document).

 

 

Folders and Documents

In this view, you can navigate the folders of the SharePoint site in the left frame, whereas the right frame will display a list of the documents in the current folder. Clicking the column headers will toggle the sorting of the documents in the folder. You can apply filters for the document list from the drop down menu accessible from the column header. The column headers and predefined filtering options are updated dynamically, i.e. the header names and predefined filtering options will change to match the content of the folder. In addition, a custom filter can be applied to the document list.

 

You can view a document by clicking the Open button. Doing so will open the document in read only mode. If there are no associated applications for the type of the document, it cannot be opened. If you wish to edit the document, click the Edit button. Clicking the Check Out button will reserve the document and open it for editing. Note that after editing, you must check in the document manually if the document is not a Microsoft Office document. In the case that the document is a Microsoft Office document, the Office application will do the check in automatically.

 

To define a document to be linked with or embedded in an information item, choose the document in the folders and documents view, and click the Select button.

 

 

Applying a Custom Filter

To apply a custom filter to the SharePoint document browser, select (Custom...) from the drop down list accessible from the column header. A dialog for defining filter options opens. In the dialog you can define the filter option(s) and the term(s) to be used with the filter option(s). You can combine two filter options by selecting the boolean operator AND or OR for the filter. Note that some filter options may not be applicable for the column to which you are applying the filter, for example the option 'Is greater than' will not work on the Name column.

 

Filter Options

Equals

Lists the exact matches with the defined term.

Does not equal

Lists all but the exact matches with the defined term.

Is less than

Lists the matches the value of which are less than the defined term.

Is less than or equal to

Lists the matches the value of which are less than or equal to the defined term.

Is greater than

Lists the matches the value of which are greater than the defined term.

Is greater than or equal to

Lists the matches the value of which are greater than or equal to the defined term.

Like

Lists the matches with the defined term. Wildcards _ and % can be used in the term, where _ represents a single character and % represents any series of characters.

Not like

Lists all but the matches with the defined term. Wildcards _ and % can be used in the term, where _ represents a single character and % represents any series of characters.

Is blank

Lists all documents that have no value in the filter column.

Is not blank

Lists all documents that have a value in the filter column.