Installation & User Guide

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SharePoint Multiple Drop-Down

Filter 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

E-mail: [email protected] Telephone: +1-905-370-0333

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Table of Contents ... 3

Introduction ... 4

Overview _____________________________________________________________ 5 Key Features & Benefits _______________________________________________ 8

Installation ... 9

Software prerequisites ________________________________________________ 9 Installation Procedure ________________________________________________ 9 Post Installation ____________________________________________________ 10

Component Activation ... 11

Administrator Guide ... 13

Introduction ________________________________________________________ 13 Web Part Properties & Configuration Options _______________________ 14 Filter ... 16

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 have configured everything I need and click "OK" but nothing happened. How can I fix this? _______________________________________ 21 Do I have to install anything on my company's client-PCs? __________ 21

Version Release Notes ... 22

Version History _____________________________________________________ 22 This Version's Known Issues/Limitations ___________________________ 22

Technical Support... 23

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Introduction

KWizCom SharePoint Multiple Drop-Down Filter Web Part maximizes your ability to filter SharePoint lists in the way you want to.

Multiple Drop-Down Filter supports MOSS 2007 / 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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Overview

The KWizCom SharePoint Multiple Drop-Down Filter Web Part connects to any standard SharePoint list and allows you to filter the lists' items by more than one field:

Support multiple selections in drop downs

user can choose multiple items or use the “select all” option to select the entire drop down values.

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6 Support cascadingbehavior

When you choose a value in one of the filtering drop-down controls it automatically filters all the other drop-down controls according to the actual filtered records in the filtered list.

For example:

Before any choice is made in the “Assigned To” drop-down, all “Status” values are available in the “Status” drop-down as displayed in the following screenshot:

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After the user has selected “Brain Cox” in the Assign To drop-down, KWizCom Multiple Drop-Down automatically filters the status drop-down according to the available items assigned to Brain Cox:

Support for WSS

Unlike the SharePoint out-of-the-box filters that are available only in MOSS 2007, the multiple drop-down filter web part is also available for WSS users!

Cross-browser support

KWizCom multiple drop-down filter web part supports both Microsoft Internet Explorer and Mozilla Firefox.

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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 

Multi-lingual  

Support in Firefox  

Enable entering search string including "*" to filter text



Support calculated fields  

Enable multiple selections in drop downs



Different skin designs 

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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 our 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.

 When the installation process is complete it will recycle all application pools automatically.

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Post Installation

1. After completion of 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 Display 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 user-guide document (.PDF).

2. When you browse your SharePoint Portal / Windows SharePoint services site, a new Multiple Drop-Down Filter Web Part will be available for you under "virtual Server Gallery".

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Component Activation

KWizCom components are available for evaluation prior to purchase. This way you can try our components and verify that they indeed meet your needs. An evaluation version for each KWizCom component contains all features of the component's production version. The only difference is that an evaluation version is time-limited, and will operate for a period of one month.

Once you decide to order a KWizCom component, you will need to follow the following steps:

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:

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12 3. Get the component activation key – this key will be sent to you by

email once your order is processed.

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 be available for you under "virtual Server Gallery":

This section reviews Multiple Drop-Down Filter Web Part's properties and configuration abilities.

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Web Part Properties & Configuration Options

Before starting to configure the SharePoint Multiple Drop-Down 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 Multiple Drop-Down Web Part properties:

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

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

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

can start configuring the web part's properties, which are grouped in 4 sections:

 Filter

 Advanced Filter Options

 Advanced Display options

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Filter

In this section you define the source columns that will be used to display the filtering drop-down controls and for every source column – the target field that will be filtered. In this section you can:

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

source list – when checking this option, the list web part

connected to the filter will be selected automatically as the source of the defined drop-down field.

 Source Site URL – choose which site to connect

 Source list - choose which list or library to connect

 Select a view - Choose which list view to apply to the connected SharePoint list.

 Select a Source Field – Values from this field will be the values by which the web part will apply its filtering.

 Select a Target Field – On which field in the standard SharePoint list should the filtering apply.

 Define a Drop-down list caption – A caption of your choice that will be displayed next to the filtering drop-down box.

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After you define a source field and target field pair, you should click the “Add” button in order to add this definition to the “Bounded Fields” list:

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 When no filtering value is selected show all filtered list

items- show all the list items when the filter is empty

 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 near every drop down that enables users to clear the filters 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

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apply or cancel his choices.

 “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” buttons that will be displayed in the drop-down box.

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Advanced Display Options

In this section you can customize the display of the Multiple Drop-Down Web Part using your own CSS file. Insert the file's location at the top text box, and define the names of the classes to use for field captions and for drop-down boxes.

Errors

In this section you can choose to show or hide different errors from the users.

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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 Multiple Drop-Down Web Part, you need to connect it to the standard SharePoint List which 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 have configured everything I need and click

"OK" but nothing happened. How can I fix

this?

After configuring the desired filtering options in the Data Source section, don't forget to click the "Add" button in order to integrate your settings into the Multiple Drop-Down Web Part. You can see that your configurations have been stored when you see them listed in the "Bounded Fields" table.

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Version Release Notes

Primary Software Version 2.4.00 Base version n/a

Release date mar-12-2008 Sub-Modules Module Version n/a n/a

Version History

CR # Description 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 that will apply or reset the filter

49

“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 cascading

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 most updated valuable information, including:



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