BlumShapiro Live Tiles with Count

BlumShapiro is excited to announce that our technology consulting team has created a new app that will help SharePoint users extend the functionality of Live Tiles / Promoted Links. The free app “Live Tiles with Count” allows you to create multi-colored live tiles with the option to add item counts. Instead of your live tile just pointing out the link to open issues, you can also have it show how many open issues are assigned to the logged in user!

Read the rest of this post to see all the features, some screenshots and some sample CAML queries.

Description

Live tiles are a great way to give users quick links to content contained within a site. Live Tiles with Count allows you to get an actual count of items within a specific list on your site. The item count can even be filtered based on a CAML query.

This app allows users to easily create, and personalize live tiles.

BlumShapiro Live Tiles with Count features:

  • Standard live tiles hover functionality
  • Easily create live tiles and add to a SharePoint site
  • Choose different colors for each tile
  • 19 built in background images or upload and use your own
  • Add counts of lists on current site
  • Filter list count by CAML query

Screenshots

 

 

CAML Query Examples

Assigned To field is the current user or group the current user is in.

<View><Query><Where>

<Or>

<Membership Type=’CurrentUserGroups’>

<FieldRef Name=’AssignedTo’/>

</Membership>

<Eq>

<FieldRef Name=’AssignedTo’></FieldRef>

<Value Type=’Integer’>

<UserID/>

</Value>

</Eq>

</Or>

</Where>

</Query>

</View>

 

All items where the ID is greater than or equal to 1

<View><Query><Where>

<Geq><FieldRef Name=’ID’/><Value Type=’Number’>1</Value></Geq>

</Where>

</Query>

</View>

 

 

BlumShapiro Live Tiles with Count

 

Description

Live tiles are a great way to give users quick links to content contained within a site. Live Tiles with Count allows you to get an actual count of items within a specific list on your site. The item count can even be filtered based on a CAML query.

This app allows users to easily create, and personalize live tiles.

BlumShapiro Live Tiles with Count features:

  • Standard live tiles hover functionality
  • Easily create live tiles and add to a SharePoint site
  • Choose different colors for each tile
  • 19 built in background images or upload and use your own
  • Add counts of lists on current site
  • Filter list count by CAML query

 

Screenshots

 

 

CAML Query Examples

Assigned To field is the current user or group the current user is in.

<View>

<Query>

<Where>

<Or>

<Membership Type=’CurrentUserGroups’>

<FieldRef Name=’AssignedTo’/>

</Membership>

<Eq>

<FieldRef Name=’AssignedTo’></FieldRef>

<Value Type=’Integer’>

<UserID/>

</Value>

</Eq>

</Or>

</Where>

</Query>

</View>

 

All items where the ID is greater than or equal to 1

<View>

<Query>

<Where>

<Geq><FieldRef Name=’ID’/><Value Type=’Number’>1</Value></Geq>

</Where>

</Query>

</View>

 

 

A System Approach to Business Strategy – “Our Outcome Is Winning” or Business Lessons from the Court

Organizations can achieve routine success by defining and employing the right process or system – which can be a true competitive differentiator – and having the discipline to stick with it. This post gives an example of a successful system from college basketball…and reflects how systems can work for your organization or division.

It is safe to describe the University of Connecticut Women’s Basketball Program as legendary. The program has been led by Coach Geno Auriemma since 1985 and over that time has won eight NCAA Division I championships, advanced to 14 Final Fours and won over 30 Big East regular season and tournament championships. The UConn Women’s basketball program also has the longest winning streak, for women’s or men’s basketball, in the history of the game.

Why are they so good?

I attended a Middlesex Chamber of Commerce meeting where Coach Auriemma was the guest speaker. As expected, he gave his appreciation to the Chamber leadership, people in the community, the UConn athletic program and the people who were and are influential to the program. He then spoke about the current season, the upcoming NCAA tournament and his thoughts on winning. He wasn’t concerned about UConn’s placement in the tournament brackets. He also wasn’t terribly concerned about the competition. Why was that?

When he scouts for talent, Coach Auriemma travels throughout the country and it is an understatement to say that he watches a lot of high school basketball games. In his address to the chamber audience, he said he just returned that day at one in the morning from a scouting trip. Someone in the audience asked: What kind of player do you look for?

One may conclude that he must stack his team with the best talent in the land to win so consistently. But that assumption is simply not true. Sure, he does find very talented players–but he answered the question admitting that there is a threshold for talent. So, beyond the obvious talent and physical attributes necessary to be able to play college basketball (height, speed, court sense), what does Coach Auriemma look for that is perhaps different from other coaches?

“All of the players I consider are good enough to play competitive basketball at this level”, Coach Geno answered. “What I look for is someone who is unselfish. What do I mean by unselfish? A player that passes the ball to another teammate on a chance to score, one who doesn’t complain and doesn’t argue with a ref over a call, one who doesn’t have to play 40 minutes of every game. Our players usually are not in the top national ranks for individual scoring. They are team players. Our outcome is winning.”

Jim Collins in his wonderful book “Good to Great: Why Some Companies Make the Leap…and Others Don’t” writes about the critical importance of having the right people on the bus–staffing your team with the right people, letting go of the wrong people and getting people in their proper seats. The approach to employing the right people, however, is only one part of a larger system. Not a complicated system, just a system that includes, as a component to it, a distinct method of considering talent. The system includes rules that, when followed with discipline, ensures the accomplishment of a desired outcome.

Coach Geno is not concerned about competition. Other great teams recruit star players–players who feel they need the 40 minutes on the court. Those star players undoubtedly help their teams win some games. That kind of player does not fit the criteria of Coach Geno’s system. His desired outcome is the win, every time. His system dictates a certain kind of input (player) and it is this system that creates UConn’s competitive advantage. Coach Geno is highly disciplined in working his system–which is clearly defined and aligns with his desired outcome–and his system rewards him.

Do you have defined systems of success in place? Here are some introspective questions to ask yourself about your organization, company or division:

• Have you clearly defined your desired outcomes? Are they communicated? Do they align to the company’s vision and strategy?
• Do you have systems (people, processes, procedures and technology) in place and are they aligned to accomplish those outcomes? How do you know? Are they documented, have you measured them, are they working, are they effective, are they efficient?
• Are you disciplined in working your system? Is your system rewarding you–by resulting in your desired outcome? Have you set yourself up to win–consistently, every time?

Jim Harper is a director in BlumShapiro’s consulting group, Jim specializes in middle-market/large client offerings including CFO solutions, shared services, process re-engineering and business process outsourcing (including control and internal audit) for the firm’s business solutions and technology consulting practices.  He has diverse experience in finance, finance transformation, accounting, reporting, controls and operational management.

Customize Related Items field in SharePoint 2013

Related Items

SharePoint 2013 introduced a new field to the Tasks’ list called “Related Items”. This field allows you to link other SharePoint items and/or documents to a specific task. The association occurs by using a wizard to look up and relate items anywhere within SharePoint.

Figure 1: Related Items Wizard


Figure 2: Related Items field with one relation

It’s a welcome change from prior versions, where one solution might have been to create a lookup into another list or library. A solution like that was not only restrictive (to just one library), but also not restrictive enough (all items in that list). So if the item you were trying to reference was located in a very large list, trying to find that item or document becomes a hassle since you only have the title to search upon. The Related Items wizard allows you to search using the different views, filter on columns, and even add new items!

Figure 3: Lookup field

I will say that lookups do have their place, and they are very handy with their cascading/restrictive delete functionality. Related Items which are deleted, will automatically be removed as a reference.

Customizing Related Items

As SharePoint fields go, the “Related Items” field is quite shy. By default, it’s located in the “_Hidden” group, which means when creating a new column on any list, it will not appear.

Note: You have to change its group in order to use it in other lists.


Figure 4: Related Items site column

Not only that, it only shows up on the “View Properties” page, and not even on the “Edit Properties”, which makes it such an under-utilized field. One that could be overlooked entirely!

And when viewing it on the list view page, it doesn’t even want to reveal what its holding! Two related items? Which two?

Figure 5: Out of the box view of Related Items

Note: its actually stored as json: [{ItemId:'[ID]‘,WebId:’[GUID]‘,ListId:’[GUID]‘}]

 

Customize Related Items

Now, let’s try to get “Related Items” to come out of its shell a little bit, and show what those related items are. In order to do this, you will need to override its view display, which SharePoint easily lets you do.

For this example, I’ve modified the sp.ui.relateditems.js file to do our bidding which is to list the related items, like on the edit form, removing the “Add Related Item” and “Remove” links.

To use my example, you will need to upload the sp.ui.relateditems.custom.js file into your site collection. Copy the URL. And then paste it in the “JS Link” box on the list view page.


Figure 6: List View webpart properties

Note: I uploaded mine into the Master Page gallery as a “Design File” for simplicity sake. And used the JS Link value of
~sitecollection/_catalogs/masterpage/sp.ui.relateditems.custom.js

Now, instead of the “2 related items” text, we get the actual items and what they show! No more guessing what the related items are, because they now render (asynchronously).


Figure 7: Related Items custom template

This is just the starting point. You can easily override it even more, starting with having the Related Items field appear on the edit form.

 

sp.ui.relateditems.custom.js

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