Installation & User Guide

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SharePoint List Filter Plus

Web Part

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Company Headquarters

P.O. Box #38514 North York, Ontario M2K 2Y5

Canada

E-mail: [email protected]

Web site: http://www.KWizCom.com

Sales

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Table of Contents ... 3

Introduction ... 4

Overview _____________________________________________________________ 5 Key Features & Benefits _______________________________________________ 7

Installation ... 7

Software prerequisites ________________________________________________ 8 Installation Procedure ________________________________________________ 8 Post Installation ______________________________________________________ 9

Component Activation ... 10

Administrator Guide ... 12

Introduction ________________________________________________________ 12 Web Part Properties & Configuration Options _______________________ 13 Filter ... 15

Advanced Filter Options ... 17

Advanced Display Options ... 20

Errors ... 20

FAQ ... 21

I added the web part to my site but I can't modify the web part's properties. What is wrong? _________________________________________ 21 I configured everything I need and clicked "OK" but nothing happened. How do I fix this? ___________________________________________________ 21 Do I have to install anything on my company's client-PCs? __________ 21

Version Release Notes ... 22

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Introduction

KWizCom's SharePoint List Filter Plus web part enables you to filter SharePoint lists with maximum ease.

SharePoint List Filter web part is compatible with both MOSS 2007 and WSS 3.0.

This document provides all the information needed to install, evaluate and deploy this KWizCom product:



Product overview



Installation guide



Component activation



Administrator guide



FAQ

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5

Overview

Filter and Search for information in your SharePoint lists – now easier than ever with SharePoint List Filter Plus web part!

SharePoint List Filter web part enables you to create custom filter forms, composed from multi-select drop-down lists and search text boxes. Connect your customized form to multiple lists and libraries at your convenience!

Select multiple values in several filtering controls without going through tedious page post-backs!

Support cascadingbehavior

When you select a value from one of the filtering drop-down controls it automatically filters all the other drop-down controls.

In the following screenshot – after choosing "Brian Cox" in the 1st

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6 Support for WSS

Unlike SharePoint out-of-the-box filter web parts (which are available only in MOSS 2007), KWizCom's SharePoint List Filter Plus web part is also available for WSS users!

Cross-browser support

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Key Features & Benefits

Feature KWizCom SharePoint

Multiple Drop-Down Filter SharePoint List Filter

Supports MOSS 2007 / WSS 3.0 Both MOSS and WSS MOSS 2007

only

Apply multiple filters 

Fully customizable interface via CSS 

Customizable captions 

Enable searching by asterisk (*), to search for part of a string



Supports calculated fields  

Enables multiple selections in drop downs



Comes with various skins 

Supports cascading behavior 

Saves the user's last filter settings 

Can populate filter parameters from a query string (URL)



Multi-lingual by design – customize to the language of your choice with ease!



Cross browser - IE, Firefox and Google Chrome

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Installation

Software prerequisites

Server Requirements

1. Microsoft Windows SharePoint Services 3.0

or

2.

Microsoft Office SharePoint Server 2007 (MOSS 2007)

Client PC Requirements

1. Microsoft Windows XP (SP2) / Windows Vista

2. Microsoft Internet Explorer 6 or Microsoft Internet Explorer 7 or Mozilla Firefox v2.0.0.7

Installation Procedure

1. Log in as local admin to KWizCom's SharePoint server.

2. Unzip the KWizCom SharePoint Multiple Drop-Down Filter Web Part zip file on your SharePoint server.

3. Double-click the .msi file in order to begin the web installation.

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Post Installation

1. After completing the installation, you will see a new KWizCom entry in Windows Start -> All Programs -> KWizCom containing the

following programs:

About SharePoint Multiple Drop-Down Filter Web Part Displays general information about the component.

Activate SharePoint Multiple Drop-Down Filter Web Part

This utility enables you (the SharePoint Administrator) to activate the downloaded evaluation version.

SharePoint Multiple Drop-Down Filter Web Part User Guide Link to your user-guide (.PDF).

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Component Activation

KWizCom components are available for evaluation prior to purchase. This enables you to try our components and verify that they indeed meet your needs.

The evaluation version for each KWizCom component contains all the features of the component's production version. The only difference between the versions is that the evaluation will time out after one month. Once you decide to order a KWizCom component, follow the steps detailed below:

1. Order the component on the KWizCom website –

www.KWizCom.com.

2. Send us the installed evaluation version's Product Code (you will see the product code on the "About" product page:

Note: use the Activation Request web form, on the KWizCom web

site to send us your product code!

3. Get the component activation key – this key will be sent to you by email once your order is processed.

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11 4. Activate your installed evaluation version -

click Start -> All Programs -> KWizCom -> SharePoint Multiple

Drop-Down Web Part -> Activate SharePoint Multiple Drop-Down Filter Web Part

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Administrator Guide

Introduction

When you browse your SharePoint Portal / Windows SharePoint services site, a new Multiple Drop-Down Filter Web Part will appear under "Virtual Server Gallery":

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Web Part Properties & Configuration Options

Before starting to configure the SharePoint List Filter Plus web part, you need to connect it to the standard SharePoint List which you want to filter:

1. Click "Modify Shared Web Part" to modify SharePoint List Filter Plus web part properties:

2. When you are in Edit Mode, Go to the "edit" menu ->

Connections -> Provide Filter To, and choose the list you wish

to filter using the Multiple Drop-Down Filter Web Part:

After connecting the web part to the required list web part, you

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14 1. Filter

2. Advanced Filter Options 3. Advanced Display options 4. Errors

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Filter

This is where you define the source columns that will be used to display the filtering drop-down controls, textboxes and for every source column – the target field that will be filtered.

You can:

 Use the list displayed in the connected web part as your

source list – when checking this option, you'll be able to make one

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 Select connected web part – choose the web part that you wish

to be the data source for a drop-down control in your filter.

 Source Site URL – choose the site you wish to connect to

 Source list - choose the list or library you want to connect

 Select a view – select the list view to apply to the connected

SharePoint list.

 Select a Source Field – values from this field will be the values that define how the the web part filters.

 Select a Target Field – this specifies which field in the standard SharePoint list should be filtered.

 Define a control caption – create the caption of your choice to be

displayed next to the filtering drop-down box / textbox.

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Advanced Filter Options

Use this section to setup advanced Web Part options:

 Always remember previous filter – checking this checkbox will

make user's filter selection 'persistent' - the web part will

"remember' the filter settings even if the user closes the browser.

 Control Width – Define the width of the web part.

 Empty Row Caption – Define the caption for the empty row option

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 When no filtering value is selected, show all filtered list

items- display all of the list items when the filter is empty

 Override original view's filter – checking this checkbox will

make the selected user's filter override view settings of the filtered list.

 Controls in row – Define the number of drop-down filter controls

to be displayed in a single row.

 Display “apply filter” and “clear filter” buttons for the entire

filter – the “apply filter” and “clear filter” buttons will be available.

 "Apply Filter" button caption - Define the caption for the “Apply Filter” that will be displayed in the drop-down box.

 "Clear Filter" button caption - Define the caption for the “Clear Filter” option that will be displayed in the drop-down box.

 Show “Clear Filter” button for each drop – down control –

add an X next to each drop down to enables users to clear the filter value

 Display a “Select All” option in every drop – down control –

adds a “Select All” option that enables you to choose all checkboxes at once

 “Select All” caption - Define the caption for the “Select All” that will be displayed in the drop-down box.

 Display “OK” and “Cancel” buttons in every drop - down

control – adds “OK” and “Cancel” buttons to enable the users to

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 “OK” button caption - Define the caption for the “OK” that will be

displayed in the drop-down box.

 “Cancel button caption - Define the caption for the “Cancel”

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Advanced Display Options

In this section you can customize the Multiple Drop-Down Web Part display using your own CSS file.

Insert the file's location in the top text box and define the names of the classes to use for field captions and for drop-down boxes.

You can also customize the entire web part layout by updating the web part's user control (Template url), using Visual Studio.

Errors

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FAQ

I added the web part to my site but I can't

modify the web part's properties. What is

wrong?

Before starting to configure the SharePoint List Filter Plus web part, you need to connect it to the standard SharePoint List that you want to filter. After connecting the web part to your desired list, you can start configuring the web part's properties. Please view the "Administrator Guide" to learn how to connect a standard SharePoint list to the Multiple Drop-Down Filter Web Part.

I configured everything I need and clicked

"OK" but nothing happened. How do I fix

this?

After configuring the desired filtering options in the Data Source section, click the "Add" button – this will integrate your settings into the SharePoint List Filter Plus web part. You can see that your configurations have been stored by verifying that they are listed in the "Bound Fields" table.

Do I have to install anything on my

company's client-PCs?

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Version Release Notes

Primary Software

Version 3.2.02

Base version 3.2.00

Release date May-14-2009 Sub-Modules Module Version n/a n/a

Version History

CR # Description Version 3.2.02, May-14-2009

85 Fixed Bug: Filter for Date Time field type does not work 86 Fixed Bug: Japanese control titles issue

Version 3.2.00, Feb-10-2009

75 Fixed Bug: Cannot show data in filter if the field is named "Author" 80 Fixed Bug: Error during installation

82 Allow users to override the original selected filter's default view Version 3.1.00, Oct-10-2008

62 Change "Drop-down list caption" to "Control caption" 64

Fixed bug: When several web parts are connected to the same filter they always show the same view

65

Add new property “Always remember previous filter” to web part properties which will make the user's selected filter 'persistent' (even if the Browser is closed).

66 Enable filter to read filter parameters from query string and apply the filter. 67 Use the predefined view filter for filtering connected web part

68 New property “Select data source from connected web parts”

69 Fixed bug: Selecting a new field for the filter without a caption inserts the previous field's caption 70

Fixed bug: When using web part as data source the "control caption" field is disabled

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23 Version 3.0.00, July-01-2008

53 Fixed bug: Wrong drop-down sorting when containing numbers/dates. 54 Support Textbox controls

55 Apply the same sort ordering for drop-downs which have data for choice field 56 Support Data Form web part filtering

58 Change "Use Text Box For Filter" caption and control 60

When no filtering value is selected "show all filtered list's items" should be selected by default

Version 2.4.00, March-14-2008

25 Fixed bug: The tool part should have a "help" icon with the URL tokens instructions 38 Support Firefox

43 Enable entering search string including "*" to filter text 26 Fixed bug: Support calculated fields

20 Fixed bug: Tool Pane is too narrow. 27 Fixed bug: support group by view

39 Fixed bug: Enable spaces in field captions 40 Support multiple selections in drop downs 41

Add “apply filter” and “clear filter” buttons to apply or reset the filter

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“OK” and “Cancel” buttons will apply or cancel your selections and prevent multiple post backs.

48 “select all” option

52 Support different skin designs

34 Support cascadingbehavior

50 Fixed bug: long lines break in drop downs

45 Support paging

This Version's Known Issues/Limitations

CR # Description

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Technical Support

You can obtain technical support using any of the following methods:

The KWizCom Web site

The KWizCom website at www.KWizCom.com contains the updated,

valuable information, including:



Answers to frequently asked questions (FAQ's) about KWizCom

products – usability and technical questions.



Product updates, which provide you with bug fixes and new

features.

The Web Form

For technical support through the Internet, please fill in our support web

form on our web site