Creating an RSVP template in Sharepoint (Part II)

In the last post I outlined how to setup the lists and newform.aspx for the RSVP template.  Let’s test to make sure the form is functioning, then we can complete the project by tying off some loose ends.

Testing the form

To test the application, create an event in the Event List.  Be sure to populate all the fields.  Once the event is create, type the url of the form we just created into the address bar of your browser and add “?SelectedID=1″ to the end of the url.  If you see information about the event on the top part of the form, you’re in good shape.

Go ahead and enter something in each of the fields, and submit the form.  Then check the RSVP list to make sure that the record was correctly inserted into the list.  The most important part of this test is to make sure that the correct event was identified in the new record.

Other (Optional) Stuff

Generating the RSVP url

I created the RSVP template to allow business users to create an RSVP form without IT support. My hope is that I will be able to step out of the RSVP business and make all the tasks self service.   For example, it’s not readily apparent to the average user how to get to the form for a given event, so I created a way to automatically generate the url.   The url for each event has three components.

  1. The link to the newform. It should be something like: http://sitecollectionname/sitename/listname/dynamicnewform.aspx
  2. The ID of the event. This component of the url will be SelectedID=X.
  3. The Source. The page to which the user will be directed after submitting the form like http://sitecollectionname.

The end result would be:

 http://sitecollectionname/sitename/listname/dynamicnewform.aspx?SelectedID=X&Source=http://sitecollectionname

To create this link automatically, create a calculated column in the Event List.  The calculated column will pull from the system created ID field and the field “Redirect after submitting” which was created in Part I:

=Concatenate("http://sitecollectionname/sitename/listname/dynamicnewform.aspx?SelectedID="&[ID]&"&Source="&[Redirect after submitting])

Creating the workflow

The last part of this process is to create the workflow.  The workflow is not required, but it increments the total number of slots left so the system can identify when the event is full or when a registrant should be placed on a waitlist.  Specifically the workflow should increment the field “Number of Places Used” in the event list.  When the Number of Places is greater than number of Places Available, an email would go out to the recipient explaining that he/she has been waitlisted.

That’s it! I hope this is helpful to those who create these types of forms. If you have any questions, please comment below.

Testing Blackbird Pie


WordPress Enables Blackbird Pie. Just Grab A Tweet URL And It Appears In Your Content http://tcrn.ch/acymjt by @parislemon
@TechCrunch
TechCrunch

Embedding tweet in blog.

Want to help your employees succeed? Answer these 10 questions.

Oscar Berg of The Content Economy, tweeted 10 insightful questions for knowledge workers this morning.  (Try this link to see directly in twitter.)  These 10 questions should be asked by anyone doing knowledge work or anyone helping knowledge workers do their work better.  Even though, these are questions we ask (or should ask) ourselves everyday, knowledge workers don’t necessarily have the tools to efficiently find the answers.

Case in point–Knowledge worker question #8: How do I keep, access and re-find information that I find potentially valuable? Most people I know keep their important documents and information in their outlook folders and are proud of the fact that they have over a Gig of emails in the pst files.  Some of these people actually find the information they need, but they waste half their days doing so.  Finding solutions to this problem on a organizational level saves hours upon hours of time and terrabytes of data.

See below for more:

knowledge worker questions

Why use twitter?

I just saw that Robert Scoble (Scobleizer) has warded off Twitter.  Apparently, Twitter is just too one minute ago.  In Scoble’s eyes, Twitter and Friendfeed are not effective agents for creating long term knowledge.

One thing is that knowledge is suffering [in Twitter]. See, [in the blogosphere], it is easy to find old blogs. Just go to Google and search. What would you like me to find? Chinese Earthquake? Google has it.

Now, quick, find the first 20 tweets or FriendFeed items about the Chinese Earthquake. It’s impossible. I’m an advanced searcher and I can’t find them, even using the cool Twitter Search engine.

This is a compelling arguement against using Twitter to share everything that’s on one’s mind–especially if you want your tweets to be found sometime in the future.  I’m not going to argue with Scoble about this.  In my estimation, he’s right, but that doesn’t mean I’m warding off Twitter too.

My interest lies mostly in the use of  Twitter, Yammer, SocialText, etc as communication tool within an organizational setting.  In the organization, being able to search for information is important, but Twitter’s strength is in being able to communicate ideas NOW.   Yes, Twitter may present problems with Search, but it is highly effective in other ways.

  • Twitter Answers Questions. Post a question, get an answer–and an answer–and yet another answer.  Allowing an open forum for answering questions provides a way for employees to get the information they need quickly.
  • Twitter Creates networks.  Everyone wants to be a part of a group and Twitter connects people.  Strengthening your company networks is key to efficient communication and innovation.
  • Twitter Provides an Avenue for Sharing. Read a useful book, blog, or magazine article?  Tell your peers.  Maybe they can use the information to make their own department/business unit/company even better.
  • Twitter lets Executives Jump into the Corporate Culture. Executives can’t talk to everyone, but they CAN dip into the Twitter stream to see what’s working and what’s not for employees.

I’m sure there are other benefits for using microbloging in the enterprise, but these are just a few.   Any others???

Golden Insights Rebranded

I’ve been away from the blogosphere for a while.  Life happens.  Lots has changed in my professional world, and I’m looking forward to shifting some of my writing towards some new”ish” interests including:

  • Social Networking and Media as productivity tools in the workplace,
  • The technology of public relations,
  • Solution development with technology, without the I.T. department.

I’ll be teasing out these ideas and revisiting some of my old themes such as business process management and innovation strategies.  I’m particularly excited about writing periodic posts that I will call “Process Alerts.”  These Process Alerts will focus on recent news regarding how businesses have changed their processes.

My goals for this blog are three-fold:

  1. To learn by writing.
  2. To develop a network (please comment on my posts).
  3. To share what I have learned.

Thanks for reading.  I look forward to providing my insights and reading yours…