Customer List
Overview
Template by sandu | November 16, 2015

Customer List is used to display the details of the various customers. Customer details include Name, Address, Phone number and Customer id.In the basic form details of 6 customers gets displayed. On increasing the number of customer, more forms will be repeated so as to include details of more customers.

Prerequisite(s)
  • SharePoint 2010 ,
Data Structure

SharePoint list is used as a DataSource for Customer list. SharePoint lists consist of rows and columns that store data in a similar fashion to a traditional relational database management system such as SQL Server. However, a benefit of lists is that SharePoint includes Web Parts that provide simple methods for managing the data. If the data was stored in a database, it would require custom user interface components to access it and manipulate it. Also, specialized skills are required to design, implement, and maintain a custom database. Another advantage of using lists is that custom workflow and event handlers can easily be registered to them.
By default the following columns are available in sharePoint list
• ID
• Title
• Modified
• Created
• Modified By
• Created By
• Attachments

Apart from these default list columns , user can add more columns depends on requirement.

SharePoint List
List NameColumn NameData Type

CustomerList

Details of the customer are stored in this list.

CustomIDSingle line of text
NameSingle line of text
FirstAddressSingle line of text
SecondAdressSingle line of text
PhoneSingle line of text
Design And Configuration

The order of creation of forms would be RepeaterForm and then the MasterForm. This is because RepeaterForm is configured in the external form used in MasterForm and this form is made to repeat in the MasterForm as required.

List Of Forms Used
NameFunctionality
MasterForm Form Design Rule Design MasterForm contains an external form which is used to store the form to be repeated. It also contains a search control used to fill all details of the customer with the Customer List.
RepeaterForm Form Design RepeaterForm contains 6 Border controls. Each border control contains 5 labels for displaying 5 fields(Name,Address,City,Phone number,Customer Id).
MasterForm
MasterForm Form Design
01

Create a New Form in the CustomerList Folder and open it for editing.

02
Form Properties

Click anywhere on the form to get the form properties loaded in the Properties window.

Change the Name of the form to MasterForm. Set the Width of the form to 1200 and

Height to 1000.Tick Auto Height in order to adjust the height of the form with respect to the controls in the form.

03

Drag a label to the center of the form ,in first row and name it “CustomerList”.

04

Drag an External Form in the next row and name it “extCustomer”.
Click on the external form. In the properties window displayed on the right select the Navigate URL by clicking the button shown below.
From the pop screen select the form which has to be loaded in the external form. Here it is Repeater Form. Then click add.

External Form Properties
Navigation Form
05

Drag a search control and name it “SrcMaster”.

06

Name can be given to the controls by clicking on it and editing the “Properties window “displayed on the right side.

07
DataSource

For the Search Grid: Click on grid to get the Properties window for the search Grid. In the properties window select SharePoint from the Dropdown for DataSource.

08
New DataSource Configuration

Click on the grid to get the popup menu, choose DataSource tab and click on New DataSource Configuration.

09
List Selection

A New Popup window opens showing the Available lists in SharePoint. Choose
CustomerList from the given set of lists and click Next.

10
Columns

Select the Result columns that are to be displayed on the grid.Click Next.

11
Condition

Enter the selection criteria as shown below.

ID NotEquals “0”

12
Search items Window

Click Next until you reach the Search Result Configuration screen. The columns you
had chosen would be shown there,
You can modify the Column Header to give a user friendly name to the column.
Click Finish.

MasterForm Rule Design
01
Rule Name : FormLoad | Trigger(s) : FormLoad
FormLoad Rule

Fills the search control with all data’s from customer list.
Runs the Repeater rule.

02
Rule Name : Repeater | Trigger(s) :
Repeater

Checks if the total row count of search is more
than 6 If total row count is more than 6, the Repeater form is made to repeat (total row count/6) times. Then the variables VarInitial, VarGrid,
VarAdGrid and VarSetGrid are set to value 1.
Runs the “SetFirstGridvalues “rule and
“AdditionalGridvalues” rule.If total row count is less than 6, Set variable
VarInitial and VarGrid value to 1 and
Runs“SetFirstGridvalues “rule

03
Rule Name : SetFirstGrid values | Trigger(s) :
SetGridValues Rule

Checks if the VarGrid value is less than or equal
to 6 and VarInitial is less than the total row
count of search. If the condition is true name is set to label
controls within the border through (VLabelName=lblHeader+VarGrid) rule.
VLabelName is the variable which is used to temporarly store the label control name. Next using SetFormValue rule label controls
within the border in Repeater form are assigned values form search control. (Name, address, etc.). Next the value of VarInitial variable and VarGrid variable is incremented by 1.Again run the same “SetFirstGridvalues” rule.
This loop runs till all the fields in the basic

Repeater form get filled with data’s from the
search.

04
Rule Name : AdditionalGr idvalues | Trigger(s) :
Additional Grid Values Rule

Initially checks if the VarAdGrid value is less
than or equal to (TotalRowCount/6). VarAdGrid variable is used to get the count of repeater forms. Next if the above condition is satisfied, label controls in the repeater form are given name and the values are assigned just as in the “SetFirstGridvalues” rule.
VarSetGrid variable is used to set name for labels. Each time all the controls within the repeater form gets filled VarAdGrid value gets incremented by 1. This rule works as long as the VarAdGrid value is less than or equal to the number of required repeater forms.

RepeaterForm
RepeaterForm Form Design
01

Create a NewForm in the Customer List Folder and open it for editing.

02

Click anywhere on the form to get the form properties loaded in the Properties window.

Change the Name of the form to RepeaterForm. Set the Width of the form to 1200 and Height to 1000.Tick Auto Height in order to adjust the height of the form with respect to the controls in the form.

03
BackGround Color

RepeaterForm contains 6 Border controls. Border and background color for each border can be set in the properties window.

04
Design

Set Each border control contains 5 labels for displaying 5 fields(Name,Address,City,Phone number,Customer Id)

Template Summary

The user is provided with the details of various customers. The customer details include, Name, Address, Phone number and Customer id. Data used in this example is fetched from sharepoint list, CustomerList .

How To

A how-to is an informal, often short, description of how to accomplish a specific task. A how-to is usually meant to help non-experts, may leave out details that are only important to experts, and may also be greatly simplified from an overall discussion of the topic.

  • Add Web Part

    01

    Click on Site Settings Wheel in the upper right corner of your site and then select “Site Contents Page”.

    02
    SitePages

    Select site pages or simply pages library on site content page.

    03
    Wiki Page

    Click on “new Wiki page” to add new site page.

    04
    New Page

    Give the New page name into the pop-up window and click ‘Create’ to add new page.

    05
    ClaySys HTML WebPart

    To add a new web part, click on the ‘Insert’ tab and then click on the ‘Web Part’ button. Then select ClaySys -> ClaySys HTML Web Part.

    06
    Edit The WebPart

    Click ‘Add’ button to add the Web Part. Click on the ‘edit the Webpart’ link to edit the page.

    07
    WebPart Configuration

    A new pop-up window appears and here we can configure the ClaySys AppForms by clicking on the ‘Configure’ button.

    08
    Selecting Form

    Pop-up appears with listed published forms. We can select the appropriate form by clicking on the form and add the form by clicking on the ‘Select’ button.

    09
    WebPart

    Once the configuration is finished, click on the ‘Apply’ button to see the changes. Click ‘OK’ button.

    10
    WebPart

    Now you can see the web part page you just created, as shown in the following image. Click ‘Save’ button to save the changes.

    11
    Title

    The Forms added to the WebPart may contain "Claysys HTML WebPart" as Default title. The title can be changed by editing the Title in the "Appearance" after configuring the form.

  • Import Tenant

    01
    Backup and Restore

    Click on the “Back Up and Restore” on the left side of the AppForm Designer window. Then click on ‘Import Site’ -> Browse the Tenant and click Load.

    02
    Mapping Site

    Select the ‘Zip File’ and ‘Site Name’ and click ‘Next’.

    03
    Datasource Mapping

    Click ‘Next’ button.

    04

    Click on ’Import’ button . Once it done you are free to work with the form in the new site.

    List Mapping
    Import Tenant
  • Upload List Template

    01

    On the right corner of the window, click on settings.

    02
    List Template

    Click on 'Site settings' from the drop down menu , then we can see the following window appearing.

    03
    List Template Gallery

    Click on 'List template' option as shown in the above image. And we can see 'List Template Gallery'. Click on 'Files' at the leftmost corner as shown in the following image.

    04
    Uploading Document

    Click on 'Upload Document'.

    05
    Add Template

    Following Pop up will appear where we can browse a list template stored in our computer and click 'OK' button.

    06
    Template Naming

    Following Pop up will appear where we can change the name of the List Template and enter the Description as required and click on 'Save button'.

    07
    Adding an App

    Now go to the Required sub site, click 'Settings' on the right corner (as done in step '1'). Then click on 'Site Contents'. Following Screen appears in which click on 'add an app'.

    08
    Apps

    Following screen will appear where we can type the uploaded template name and click search.

    09
    Uploaded Template

    Then you can see the Uploaded template ,Click on it .

    10
    List Naming

    On clicking it ,we will get following Pop up . Enter the name for the List template and click 'Create' button.

Downloads
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sandu

SharePoint Designer at claysys

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