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Complementary Products for List Rotator

Complementary Products for List Rotator

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for List Rollup

Complementary Products for List Rollup

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Connect List Rollup to Alert Plus and you can quickly filter the calendar based on specific columns.

AlertPlus
With Calendar Plus, you can consolidate various SharePoint list items from multiple areas and web sites into a single view with the ability to display, filter, and sort relevant information.

CalPlus
Connect List Rollup to visually communicate critical data quickly and effectively to assist in making more informed business decisions.

ChartPlus
Connect to Lists or Libraries across sites and site collections, SQL Server Tables or Views (even add, modify, and delete entries), connect Bamboo List Rollup Schemas, or Business Connectivity Services with Data-Viewer.
DataViewer
Alert Plus
Calendar Plus
Chart Plus
Data Viewer

We showcase Data Viewer, Calendar Plus, Alert Plus, and List Rollup in our Improve Workplace Collaboration with SharePoint Webinar.

Get started right away! Download a 30-day free trial of List Rollup from our online store.
It’s quick, easy, and absolutely risk-free.

Want to set up a private demonstration?
Contact Bamboo Sales


Complementary Products for List Consolidator

Complementary Products for List Consolidator

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for KPI Column

Complementary Products for KPI Column

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Knowledge Base

Complementary Products for Knowledge Base

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Workflow Conductor
Knowledge Management

Register now for our Workflow Conductor Webinar and learn how Conductor’s Studio and administration tools make building and managing new workflows so easy, you’ll find yourself creating automated processes for just about everything.

We will focus on surfacing and centralizing knowledge and expertise across all divisions and levels of the organization, making knowledge and knowledge experts readily available and ultimately reducing costs due to organizational fragmentation.

Get started right away! Download a 30-day free trial from our online store. It’s quick, easy, and absolutely risk-free.

Want to set up a private demonstration?
Contact Bamboo Sales

Complementary Products for In/Out Schedule Board

Complementary Products for In/Out Schedule Board

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Hello

Complementary Products for Hello

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Group Redirect

Complementary Products for Group Redirect

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Grants Management

Complementary Products for Grants Management

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Filters

Complementary Products for Filters

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Want to get started right away? Download a 30-day free trial of the Filters Collection from our online store. It’s quick, easy, and absolutely risk-free.

Complementary Products for File Share Library

Complementary Products for File Share Library

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

VideoLib
Video
Library
Use an existing network file share by connecting Video Library (sold separately) to File Share Library.

Get started right away! Download a 30-day free trial of File Share Library from our online store. It’s quick, easy, and absolutely risk-free.

Want to set up a private demonstration?
Contact Bamboo Sales

Complementary Products for Essentials Suite

Complementary Products for Essentials Suite

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Discussion Board Plus

Complementary Products for Discussion Board Plus

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

PMC
Project Management Central
Paired with Project Management Central, Discussion Board Plus is an easy way to manage ideas, thoughts, or concerns surrounding your project through threaded discussions.
Learn more about Project Management Central

Register for a 1-hour Webinar today and see Project Management Central in action!

Want to set up a private demonstration?
Contact Bamboo Sales


Complementary Products for Data Viewer

Complementary Products for Data Viewer

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

At a glance, quickly view project statuses with Bamboo KPI Column. Use customizable status icons to visually indicate whether a project is on track, at risk, or under or over budget.

KPI
With List Rollup, display multiple lists and/or libraries in a single view based on existing List Rollup Schemas or List Rollup Data views. Lists and Libraries can either be selected individually or auto-discovered by using the List Rollup Schema Designer web part.

ListRollup
Color-code task statuses or display a color-coded or percent-based progress bar to provide a visually pleasing glance of project tasks with Bamboo Visual Indicator.

VisualIndicator
KPI Column
List Rollup
Visual Indicator

We feature Calendar Plus and List Rollup in our Improve Workplace Collaboration with SharePoint Webinar.

Want to get started right away? Download a 30-day free trial of Data Viewer from our online store. It’s quick, easy, and absolutely risk-free.

Want to set up a private demonstration?
Contact Bamboo Sales

Complementary Products for Custom Identifier

Complementary Products for Custom Identifier

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Cross Site

Complementary Products for Cross Site

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Cross List

Complementary Products for Cross List

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Community Management Suite

Complementary Products for Community Management Suite

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Community Central

Complementary Products for Community Central

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Column Level Security

Complementary Products for Column Level Security

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Chart Plus

Complementary Products for Chart Plus

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

 

List Rollup

 
Visually communicate critical data quickly and effectively to make intelligent business decisions by displaying
List Rollup data in various chart views.
 

We feature List Rollup in our Improve Workplace Collaboration with SharePoint Webinar.

Want to get started right away? Download a 30-day free trial from our online store. It’s quick, easy, and absolutely risk-free.

Want to set up a private demonstration?
Contact Bamboo Sales

 

 

 

Complementary Products for Calendar Plus

Complementary Products for Calendar Plus

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Connect Calendar Plus to Filters Collection and you can quickly filter the calendar based on specific columns.

FiltersCollection
With List Rollup, you can consolidate various SharePoint list items from multiple areas and web sites into a single view with the ability to display, filter, and sort relevant information.
ListRollup
Connect Mini-Calendar to your Calendar Plus list and quickly select and view the items that are active on a particular date.

MIniCal
Filters Collection
List Rollup
Mini Calendar

Register today for our Workplace Collaboration Webinar and see several Bamboo web parts in action!

Complementary Products for Bulk Import

Complementary Products for Bulk Import

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Bamboo Select

Complementary Products for Bamboo Select

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Alerts Administrator

Complementary Products for Alerts Administrator

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for Alert Plus

Complementary Products for Alert Plus

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

With List Rollup, you can aggregate items from various SharePoint lists across your portal and use the combined list as the source for an Alert Plus alert. For example, rollup all the active tasks across the portal and use the aggregated list as the source for an alert that sends an email message to the task assignee when a task is overdue. This eliminates the need to set up an alert for each list. If the rollup is configured for auto-discovery, the alert will be associated for all future tasks lists as well!

ListRollup
Use Alert Plus with Workflow Conductor to minimize the complexity of the workflow. For example, if you want a workflow to start when a specific column of a list changes to a certain value, use an alert to trigger the workflow rather than putting the start logic in the workflow. Because the workflow need not start every time the item changes, it will minimize the number of times a workflow will run as well as minimize the complexity of the workflow.
WFconductor
List Rollup
Workflow Conductor

Register today for our Workplace Collaboration Webinar and see several Bamboo products in action!

Improve Workplace Collaboration with SharePoint – 1 Hour Webinar

Complementary Products for Administration Toolkit

Complementary Products for Administration Toolkit

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Complementary Products for List Print

Complementary Products for List Print

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

Compare Widget

Compare Widget

The Compare widget compares two or more values and stores the result (True or False) in a workflow variable.

sa08LimitationIcon.jpg Widget Limitations:

When entering a compare condition to match values in SharePoint Person or Group or Choice columns configured to allow multiple values, enter the matching value in the format listed below:

  • Person or Group columns: User1;User2

    NOTE: There is no space after the semicolon for the match condition, even though SharePoint displays one in the actual column value.

  • Choice columns: Value1, Value2

    NOTE: The space after the comma is required.

The values must be listed in the same order as they appear in the SharePoint column. For example: If the condition is listed as User1;User2 or Value1, Value2, SharePoint column values entered as User2; User1 or Value2, Value1 will not match.

Widget Properties:

Step Action Result
1. Click the sa08EllipsisIcon.jpg button to define the comparison values and criteria:

Compare Item (Required):

  • Value 1/Value 2: Enter two values to compare. You can enter values explicitly or define them using lookups.
  • Operator: Select from the list of available comparison operators. Available operators will vary depending on the field types being compared:
    • is equal to
    • is not equal to
    • is greater than
    • is less than
    • is greater than or equal to
    • is less than or equal to
    • begins with
    • contains

Save to Variable (Required): Select a workflow variable with a Boolean data type to store the comparison results. The variable will be set to True or False. Create variables in the Workflow Settings tab in the settings pane, or click the Create new variable link next to the variable list.
2. Click Apply to save the widget settings.

Example of Using Compare Widget

Return to Workflow Logic Widgets List

See Also:

Compare Calendar Views

Compare Calendar Views

Even if your administrator has configured your Team Calendar for a particular view as the default, you have a toolbar you can click to change the view you want to display. Although the view will return to the configured default view when you leave the page, it is helpful when working within a calendar to switch views in order see more data or less.

At the top right of Team Calendar you will see the Toolbar with several clickable options. Toolbar.jpg

Option Action Result
Go to Date Click this button and a small dialog box opens where you can enter a particular date; after you . ViewGoToDate.jpg
New Item Included in the toolbar is a “New Item” feature so you can create a new event without leaving the web part. ViewNew.jpg
Day To zero in on just a day’s worth of data, you can click the Day button. ViewDay.jpg
Week To see a week’s worth of data, click this option. ViewWeek.jpg
Month This view shows a full month of calendar data. ViewMonth.jpg
Year When you click this option, the annual view of your Team Calendar appears. ViewYear.jpg
At the bottom left of Team Calendar, there is a toggle to switch between business hours and a 24-hour format. Biz.jpg
Normal business hours are defined as 8AM to 5PM.
BixHr.jpg		 24.jpg
Selecting the 24-hour format will increase the amount of scrolling you will have to do, but is helpful if you have events that happen outside normal business hours. You will also notice that when you select an event within the calendar, the 24-hour format will automatically open to display all events within that day.
24Hr.jpg

Community Central Statistics

Community Central Statistics

Top

Community statistics provide insight into community activity and enhance user participation. Statistics are calculated by Community Central timer jobs and displayed on several community pages to highlight relevant content. Some of the ways community statistics are used include:

  • Tracking blog and forum activity
  • Monitoring community feedback
  • Motivating top contributors
  • Highlighting relevant content
  • Showcasing community success

Click the links below to see the statistics that display on various pages:

Community Central Home Page Statistics

SA15_CCHomeStatistics.jpgCommunity Central Home page statistics track participation across the entire community. Statistics displayed on the Community Central Home page include:

  • The total number of forum topics and the number of topics added today.
  • The total number of forum posts and the number of posts added today.
  • The total number of blog posts and the number of posts added today.
  • The total number of comments to blog posts and the number of comments added today.
  • Community Central Home Statistics

    Top

Forums Statistics

SA15_ForumSidePanelHorizontal.jpgForums Home page statistics track participation in all community forums. Statistics displayed on the Forums Home page include:

  • The total number of forum topics and the number of topics added today.
  • The total number of forum posts and the number of posts added today.
  • The total number of forum topics with replies.
  • The total number of forum topics with no replies.
  • A list of the Most Viewed topics from all forums in the community.
  • A list of topics with the Most Replies from all forums in the community.

SA15_ForumSiteSidePanelHorizontal.jpgForum site statistics provide a more in-depth view of forum participation and are specific to forums in that forum site. Statistics displayed on each forum site home page include:

  • The total number of forum topics and the number of topics added today.
  • The total number of forum posts and the number of posts added today.
  • The total number of forum topics with replies.
  • The total number of forum topics with no replies.
  • A list of the Most Viewed topics from all forums in the forum site.
  • A list of topics with the Most Replies from all forums in the forum site.
  • A list of the Most Active Users in the forum site, showing their accumulated points for forum activities.
  • A list of the Top Experts in the forum site, showing those users with the most forum posts that were verified as answers.
    Top

Blogs Statistics

SA15_BlogsSidePanelHorizontal.jpgBlogs Home page statistics track participation in all community blogs. Statistics displayed on the Blogs Home page include:

  • The total number of blog posts and the number of posts added today.
  • The total number of comments added to blog posts and the number of comments added today.
  • A list of the Most Viewed posts from all blogs in the community.
  • A list of the Top Rated posts from all blogs in the community.

SA15_BlogViewsComments.jpgOn the Blogs Home page and the blog site where a post was created, the number of views and comments is displayed for each blog post.

SA15_BlogSiteSidePanelHorizontal.jpgBlog site statistics provide a more in-depth view of forum participation and are specific to blogs posted to that blog site. Statistics displayed on each blog site home page include:

  • The total number of blog posts and the number of posts added today.
  • The total number of comments added to blog posts and the number of comments added today.
  • A list of the Most Viewed posts from all blogs in the blog site.
  • A list of the Top Rated posts from all blogs in the blog site.
    Top

Individual Forums/Posts Statistics

Individual forums and forum posts also track
certain activities, including the following:

SA15_ForumsHomeTopicsPosts.jpg

SA15_ForumSiteTopicsPosts.jpgOn the Forums Home page, the total number of topics and posts for each forum.

SA15_ForumTopicsPosts.jpgIn the forum view, the number of replies for each post and the number of views for the topic.

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See also:

Community Central Permissions Needed

Community Central Permissions Needed

Return to Overview of the Configuration Toolpane

Add users to these groups to give them permission to the site.

Community Central uses the built-in SharePoint permissions to determine what actions a user can perform in community site pages. When Community Central is installed, the following SharePoint groups are added to the Community Central Home site, or to the parent site if the Community Central Home site inherits permissions:

Community Central Group
SharePoint Permission Level
{Site Title} Administrators
Full Control
{Site Title} Moderators
Design
{Site Title} Members
Contribute
{Site Title} Visitors
Read

When you create new forum and blog sites, the new sites can automatically inherit the permissions of the Community Central Home site or they can use unique permissions; you select which permission level to use when you create a site. If the forum or blog site uses unique permissions, the groups listed above will be added to the site when it is created. The Community Central Home site’s Administrators group will also be added to the new site, with the Full Control permission level, to allow community Administrators to manage all forum and blog sites.

You can customize permissions for Community Central sites just as you can any SharePoint site. To set up your own SharePoint permission levels to use with Community Central, refer to the following information:

To set up anonymous access to Community Central content, see Configuring Anonymous Access.

Permissions for Administrative Actions

The table below describes the Community Central groups allowed to perform certain administrative actions:

Community Central Action
Administrators
Moderators
Members
Visitors
Customize Site Pages
Yes
Yes
No
No
Customize the Top Navigation
Yes
Yes
No
No
Access the Control Panel
Yes
Yes *
No
No
Edit Forum/Blog Links
Yes
Yes
No
No
Edit Scoring Rules
Yes
No
No
No
Customize Forum/Blog Links
Yes
Yes
No
No

* Moderators may not be able to perform all Control Panel actions.

Permissions for Forum Actions

Since the forums are built on Discussion Board Plus, the Community Central Forums use the default Discussion Board Plus Permissions. And in addition to the default permissions provided by Discussion Board Plus, please note the following for Community Central forums:

  • Administrators and Moderators can add, update or delete any forum topic or post.
  • Members can add topics and posts, but can only edit or delete their own topics/posts.
  • If a read-only account is configured in the Forum Control Panel, anonymous users can read topics and posts but cannot add new topics or posts.

Permissions for Blog Actions

Community Central uses the default SharePoint settings to determine who can perform actions in a blog site. For a list of default permissions for basic blog actions, see the table below. For information about customizing blog site permissions, see the following article:

Configure permissions and settings for a blog (From office.microsoft.com)

Blog Action
Administrators
Moderators
Members
Visitors
Anonymous
Users
Read Blog Posts and Comments
Yes
Yes
Yes
Yes
Yes
Create Blog Posts
Yes
Yes
Yes
No
No
Edit Blog Posts
Yes
Yes
Yes*
No
No
Add Comments
Yes
Yes
Yes
No1.
No1.
Edit Comments
Yes
No
Yes *
No
No
Approve Blog Posts and Comments
Yes
Yes
No
No
No
View Draft Posts and Pending Comments
Yes
Yes
**
No
No
Manage Blog Categories
Yes
Yes
Yes
No
No

* Members can edit any blog post or comment by default (not just their own post/comment).

1. Allow visitors and anonymous users to add comments by modifying list permissions.

** Members can view their own draft posts and comments pending approval, but not posts/comments created by other Members.

Configuring Anonymous Access

By default, anonymous access is not enabled in SharePoint 2013. SharePoint administrators may want to enable anonymous users to have access to Community Central content without having to provide authentication credentials. Anonymous access is permitted or denied based on the permissions for the site. Additional configuration is needed for anonymous users to access Community Central content.

For example:

  • Viewing locked topics – In order for anonymous users to view locked topics in forums, you must configure a read-only forum access account in each forum site’s Forum Control Panel. All other forum content is visible if the site is configured to allow anonymous access.
  • Viewing avatars – In order for anonymous users to be able to see avatars (the SharePoint user profile picture), additional configuration steps are needed. For instructions, see this blog.
  • Adding blog comments – In order for anonymous users to add blog comments, the administrator must modify the list permissions for the Comments list in each blog site. For instructions, see this blog.

For more information about configuring SharePoint for anonymous access, see:

Alternatively, you can configure SharePoint for anonymous access for forms-based authentication where the accounts can be created from the database. For more information on configuring anonymous users for forms-based authentication, see:

See also:

Community Central FAQs

Community Central FAQs

Can I attach a file to a forum post?

Yes, files can be attached to a forum post.

Can I attach a file to a blog post?

No.

Who can close or lock a topic?

Community Central users with the SharePoint Manage Lists permission or above, including Community Central moderators and administrators, can lock a topic. Once a topic is locked, forum users cannot add new posts, edit existing posts, or suggest or verify answers. For more information, see Using Lock Topic and Permissions in Discussion Board Plus.

Can I set alerts for forums like I can for out-of-the-box SharePoint discussion boards?
**

Yes, Community Central forums support SharePoint alerts. For even more alert functionality, try Bamboo Alert Plus.

Can I create a blog site without creating a Community Central Home site first?

We don’t recommend it. Some blog site features will not work properly outside of a Community Central site.

Can I create a forum site without creating a Community Central Home site first?

We don’t recommend it. Some forum site features will not work properly outside of a Community Central site.

Can I make a change to List Rollup configuration lists or items?

No, the List Rollup Web Part is configured for system use only.

See also:

Community Management Suite

Community Management Suite

CommunityMgtSuite With its robust collection of components and tools, Bamboo Community Management Suite provides a flexible, scalable, and affordable social solution for your SharePoint environment. In addition to the powerful forums, blogs, and social networking features available in applications such as Community Central and Discussion Board Plus, Bamboo Community Management Suite features a wealth of complementary, feature-rich tools that will revolutionize community within your enterprise.

Highlights Release Notes

Everything about your suite or toolkit, from retrieving your license keys to downloading products included in the suite or toolkit, can be managed through My Bamboo. All Bamboo Toolkit products are license-protected and must be activated for use on each Web front-end server beyond the initial trial period. This requires the installation of the Toolkit License and Bamboo Web License Manager. Once you have installed these components, all products included in your Bamboo Toolkit can be activated using a single license key.

This section provides instructions for the following required steps:

To get started, log in to My Bamboo using the account information provided by your Bamboo Account Manager when you purchased your suite or toolkit. Until the license package is installed, the suite or toolkit will not appear in the Bamboo Web License Manager in SharePoint Central Administration.

Suite/Toolkit Installation and Licensing

Permissions

ServerAdmin

Icon-Tip No need to license each product! All of the products within your toolkit are licensed through your Suite or Toolkit License. When you are ready to install a product that is part of your suite or toolkit, use the links below to open the product landing page where you can follow the instructions under each section to Install, Configure and Work With each specific product(s) that are included in your suite or toolkit.

NOTE: The web parts included in the Toolkit require installation; however, installation can occur before OR after license activation of the Toolkit, Suite, or Library.

Learn more about the specific products included in Community Management Suite:

AlertAdmin
 Alerts Administrator
AlertPlus
 Alert Plus
ChartPlus
 Chart Plus
CrossSite
 Cross Site
DataViewer
 Data-Viewer
DiscussionBdPlus
 Discussion Board Plus
GroupRedirect
 Group Redirect
ListRollup
 List Rollup
ListRoator
 List Rotator
ListSearch
 List Search (Advanced)
ListSearch
 List Search (Simple)
Navigator
 Navigators
PWchange
 Password Change
PWexpire
 Password Expiration
PWreset
 Password Reset
Poll
 Poll
Rating
 Rating Column
SiteCreation
 Site Creation Plus
UserAcctSetup
 User Account Setup
Click here if you would rather see a complete list
of all topics for this product.		 Bamboo Shopping Bag
Want to learn more? Contact us today and see how Bamboo can help you take full advantage of the most advanced community management tools for SharePoint.

Community Central

 

CommCentral.png
Bamboo’s Community Central is a flexible, scalable, and affordable knowledge-sharing application, complete with forums, blogs, and social networking features like ratings and scoring for top contributors.

 

Highlights Release Notes Complementary Products

 

Install

Permissions

License

Permissions
ServerAdmin ServerAdmin

Configure

Permissions

Work With

Permissions
SiteAdmin User-1
Click here if you would rather see a complete list
of all topics for this product.		 Bamboo Shopping BagClick on the shopping bag
or here download a trial of the product or to purchase it.

Widget Properties

Widget Properties

Overview of the Workflow Conductor Studio

sa08WidgetCommonProperties.jpgAfter a widget is dropped into the workflow, it must be configured before the workflow can use it. To set the properties of a widget, drag your widget to the studio and right-click on it to display the Widget Properties ** for that widget.

Widget Properties vary by widget, but there are a few properties that most widgets have in common. They are described on this page. For a list of the properties unique to a particular widget, see the documentation for that widget.

Icon-WarningIMPORTANT: After making changes to any property in the Widget Properties, be sure to click Apply to save your changes.

The common widgets are described in the table below.

# Common Property Description
1. Display Name This property will default to the widget name, but you can change it to something specific to your workflow to better describe what that widget is configured to do. For example, you might change the Display Name from “Send Email” to “Notify Initiator via Email” to provide more detail about what that particular Send Email widget is doing. When you update a widget Display Name property, it also updates the widget in the Studio diagram.
2. Description This is an optional setting that allows you to add a short description for the widget to explain the purpose of it in the workflow. It is only displayed in Conductor Studio, and is not used anywhere in the workflow.
3. Logging Level

You can select different levels of logging for each widget in your workflow. Workflow logs of workflow run time events can be viewed using the Workflow Conductor Log Viewer Web Part by selecting Run Time mode. Available Logging Level settings are:

  • Errors Only (the default, and least verbose)
  • Errors and Warnings
  • Errors, Warnings, and Info (most verbose)

Workflow Designers can override individual widget Logging Level settings when a workflow is started manually.
4. If Widget Errors:

By default, Conductor will stop a workflow if it encounters an error on any widget. You can customize this behavior for each widget by selecting one of the following options:

  • Stop Workflow (default): The workflow will stop running with a status of Errored (or Canceled in SharePoint 2007). An email containing an error message will be sent to the Workflow Initiator, or other person as configured. See Workflow Error Reporting for more information.
  • Skip This Step: The workflow will skip the step (widget) that errors and continue with the next step.
  • Pause Workflow: The workflow pauses on the step that errors, and sends a notification to the people listed in the Workflow Error Reporting section of the Workflow Conductor Control Panel General Settings page (by default, the Workflow Initiator). The notification includes a link to a form where you can cancel the workflow, skip the step with the error, or repeat the step if the error is now resolved. For more information, see Resolving Workflow Errors.

NOTE: Per-widget error handling options are available in Workflow Conductor 2.5 and higher. Previous versions of Workflow Conductor provide global error handling options in the Workflow Conductor Control Panel General Settings page. Errors in workflows deployed with previous versions of Workflow Conductor will cancel the workflow, no matter what the previous error handling settings were.

By default, widgets are executed with the permission level of the Workflow Initiator. You can override this for many widgets using the Run As property. The Run As property has the following options:

  • Workflow Initiator (default): The widget will run with the permissions of the person who initiates (starts) the workflow.
  • Workflow Designer: The widget will run with the permissions of the user who deployed the workflow from Conductor Studio.
  • Other: The widget will run with the permissions of another user. Click the Lookup User icon sa08userlookupbutton.jpg and enter the Username and Password of another user account. Click Save.

Comment Control for KB Solution Accelerator

Comment Control for KB Solution Accelerator

sa05-2010-usingadmin20.jpg

Use the Approve & Manage link under Comment Control to approve and manage comments submitted by end users about Knowledge Base articles.

The Approve & Manage link uses the Bamboo KB Rating and Comments List. To edit the columns used in the list, edit the list settings. To do this, navigate to the list by selecting Site Actions > View All Site Content > Lists > Bamboo KB Ratings and Comments. Use the ribbon to edit the list settings by selecting List > List Settings.

Warning: If you are using workflows to approve and manage comments, do not manually approve comments. Doing so will stop the workflow task from approving comments, and the Workflow Task List will display open tasks. Choose to approve comments using only one method (workflows or manual approval).

To manage comments:

Step Action Result
1. From the Knowledge Base Admin site, click Approve & Manage.
2. Enter your search criteria and click Search. sa05-2010-usingadmin21.jpg
3.

To publish the comment, click Publish. To edit the comment, click the Edit icon under the Update column. A new window displays the comment in edit form.

  • Use Article ID to assign a different ID to the comment. This is a required field.
  • Change the Rating using the drop-down list.
  • Modify the Comments in the rich text editor. Use the formatting toolbar to format your text.
  • Change the Status of the comment to Submitted, Rejected or Published.
  • Associate the comment to another Article Title using the drop-down list.
 sa05-2010-usingadmin22.jpg
4. Make your changes and click Save. sa05-2010-usingadmin23.jpg

Combine Alerts into a Summary Alert

Combine Alerts into a Summary Alert

When you configure an alert that sends a notification immediately, receiving one message per item is usually the expected outcome. However, when you schedule an alert to be sent once per hour, once per day, once per week, once per month, or on a custom schedule, you usually want just one email containing information about all the items that met the alert criteria during the timeframe. For example, if you have three tasks coming due in four days, you may want information about all three tasks in one email message rather than receiving three separate emails.

Follow these simple steps to configure an alert that combines information from multiple alert items into one message:

Step Action
1. how often are email sent with checkbox and choice.jpgOn the Event Tab, specify the frequency of the alert.
2. Check the Combine multiple alerts into summary notification.
3.

On the Mail Format Tab, configure the mail message. Consider these tips when formatting your message:

  • The Subject line appears only once in the message, so don’t include any tokens there unless the value displayed will be the same for all items included in the message.
  • By default, the Body will be repeated for each alert item that meets the alert criteria during the timeframe, so include something that will visually separate one item from the next.

Consider the two Summary Alert examples below:

sumary example1.jpg 1. This format…

summary ex1 email.jpgGenerates an email that looks like this.

sumary example2a.jpg 2. This format…

summary ex2 email.jpg…generates an email message like this:
4.

In Alert Plus 4.0 and later versions, you can break email content into separate sections for header, body, and footer.

To do this, simply add the email content in the desired layout, then use the HTML editor button a the bottom of the message window. Add the flowing tags to break the email into the desired sections.

Icon-Warning IMPORTANT: The tags described below are case sensitive. If you do not use the correct case in the header and footer tag, the content located inside these tags will be repeated rather than appearing just once.

  • Add “<#Header>” to mark the beginning of the header section, and “</#Header>” to mark the end of the section. Any content located inside these brackets will appear at the beginning of the alert, and will not be repeated for each item.
  • Add “<#Body>” to mark the beginning of the body section, and “</#Body>” to mark the end of the section. Any content located inside these brackets will appear in the middle of the alert, and will be repeated for each item in the summary.

  • Add “<#Footer>” to mark the beginning of the footer section, and “</#Footer>” to mark the end of the section. Any content located inside these brackets will appear at the end of the alert, and will not be repeated for each item.

    Icon-Tip The header, body, and footer tags can also be used to break up other HTML content to handle activities such as creating a single table that contains multiple alert items. For this example, simply place the <table> tag in the header section, the <tr> and <td> tags in the body, and the </table> tag in the footer.

Configure the columns to display in Data -Viewer

Configure the columns to display in Data -Viewer

Configuration Infographic Overview of Configuration Screens

ColDisplay.png After you have identified the Data-Viewer data source you will need to identify the columns that will be displayed in the Web Part. This step is required when configuring all data sources.

When working with the Columns to Display pop up screen keep in mind:

  • You must select at least one column to display
  • If you choose a different list or view, or otherwise re-load the data to be displayed, the previously configured column settings will be lost.

To configure the columns to display in Data-Viewer:

Column Display settings button1. Click the Column Display Settings button found on the data source configuration screen.

NOTE: This step requires you to have accessed the Data-Viewer Settings screens by clicking the Data Viewer Web Part Settings button in the web parts configuration tool pane.

2. Select the columns to display in the pop up screen, shown below.

HW37_ColumnDisplayScreen.png

# Function
1.

Display Check Box : (required)

  • In the Column Display Settings window, locate the Column Name you would like to display and click the corresponding checkbox to the left.

  • Columns with a check in the box will be displayed in the web part.

  • To select all columns, click the box in the header of that column.
2.

Column Alias:

  • In the Column Alias field, type the name you would like displayed in the header row of the grid view for each column.

  • The specified will be visible in the web part display as the column header in Standard and Datasheet modes, Grouping, and Inline Edit .
    Column Alias use on Grouping is new with Data-Viewer 3.7

NOTES:
1. If the user clicks on the title link (if it is included in the display) to open the display form or selects Edit Item in the item context menu, the original column display name is shown.
2.In the screen shot above, Task Name(linked to item) will be displayed in the web part unless the text in brackets is removed from the Column alias
3.

Position From Left:

  • In the Position from Left column, choose the order of the column from the respective drop-down menu.

  • Clicking Save & Close and reopening the Column Display Settings window will show the updated Position from left order.

    NOTE: The default position of columns is determined by the number order, then by alphabetic order.
4.

To adjust the default Column Width:

  1. Check the Set Custom Column Width box in the bottom-left corner of the window (4A).
    • When checked, the values in the Column Width column are enabled and default to 150 pixels each.
  1. Enter the desired default width in pixels in the Column Width column (4B)

Icon-Warning Important:
The Set Custom Column Width check box must be checked if you want to allow users to adjust column width in run-time, or if you want to define a custom height and width for the web part
5. Justification:
Select the desired justification (left, right or center) for the data displayed in the column.
6.

  • Click Save & Close to save any changes made to the web part configuration.

  • Click Cancel to close the dialog without saving any changes.

    Icon-WarningIMPORTANT: If you are using Data Viewer 3.6 or earlier and you access the Columns to Display pop up screen after configuring Conditional Formatting or Calculations, you will need to update the Column Name on the appropriate screen – regardless of whether you check Save & Close or Cancel.

Configuration Infographic Overview of Configuration Screens

Column not available for X-axis or Y-axis

Column not available for X-axis or Y-axis

Back to Create a New Chart

When selecting columns for the X & Y-axis under Chart Options, you may not see the column you would like to plot on either axis. Each axis of a chart is either a Category or Value axis–both has constraints on what data it can plot.

  • The Category Axis can plot any type of information, quantitative or text.
  • The Value Axis can only plot quantitative data. It cannot plot date/time data, numbers in choice columns, or numbers saved as text.

Refer to the chart type-specific article for details on which axes are category or value. Consult SharePoint list settings for details on column types.

Set Up a Column Chart

Set Up a Column Chart

Back to Create a New Chart

Column charts are great for comparing multiple categories by one or more value. A column chart requires an x-axis category and at least one y-axis data series.

2016-01-13_13-56-00.png

Multiple y-axis series will add an additional bar in each x-axis category. Stacked column charts will stack the bars in each category.

If you haven’t yet, select a data source.

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)

columnoptions.png

X (Category) Axis

Select Category Axis – Select which column of categories you would like to compare. The dropdown list will auto-populate with columns from your data source.

Enable Data Grouping – Group x values of the same category. Typically, you want grouping enabled. If off, each individual data point will be a separate column.

Y (Value) Axis

Series – Specify what value you would like to compare between the categories. Add additional y-axis series to compare.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

Secondary Axis – If using more than one Y series, you can add a secondary axis on the right side of the chart. The secondary axis will automatically adjust it’s range to include the maximum Y value from the series mapped to it.

(If using a stacked column chart, you must have more than one Y series to use the secondary axis feature.)

Legend Title – Customize legend titles for each y-axis series.

X-Axis Configuration

columnx.png

Data Type Settings – Appears if you select a Date/Time value for the x-axis. Configure how date categories display (date or time) and the scale of the x-axis. “Automatic” sizes the x-axis according to the scale of your dataset.

Appearance

X Axis Title – Toggle title display at top of chart and customize title text.

X-Axis Labels – Toggle x-axis labels & their display angle.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the x-axis.

Display X-Axis Line – Toggle the x-axis line that runs along the bottom of the chart between the bars and x-axis labels.

Category X-Axis labels – Customize category names that appear on the x-axis.

Sort

Sort Axis – Specify an ascending or descending sort order for how categories display on the x-axis.

Y-Axis Configuration

columny.png

Secondary Axis – If you have a secondary y-axis, use the buttons at the top of the Y-Axis tab to switch between axis settings.

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Y-Axis Title – Toggle title display at top of chart and customize title text.

Y-Axis Labels – Toggle y-axis labels and their display angle & position.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the y-axis.

Y-Axis Range – Configure the minimum and maximum values visible on the y-axis. These default to “auto” and adjust to the range of your dataset. Not available for “Date” & “Time” data types or 100% stacked column.

Display Y-Axis Line – Toggle the y-axis line between the y-axis scale and the chart canvas.

Next: Configure the Chart Display Settings

Custom Columns

Custom Columns

Icon Product Description
ColumnSecurity Column Level Security With column level security, you can store secure and public data side-by-side, knowing that each user will only be shown data they have access rights to. Even better, you can individually and independently assign read/edit access, so data can be viewed, but not edited, by mid-level users.
CustomId Custom Identifier Column The Bamboo Custom Identifier column generates unique values for SharePoint list items. Beyond a simple number generator, the format of auto-generated values can include text, date, system and column values. Additionally, this column enforces unique values within a single list and across sites!
KPI KPI Column Calculate and display task/project/item status based on your own key performance indicators, and display a collection of status columns with the included display Web Part.
LookupSelector Lookup Selector The Lookup Selector Column extends the capabilities of SharePoint Lookup column with the ability to perform lookups across sites and provide dependency between columns.
Rating Rating Column Allow SharePoint users to provide effective feedback for items in Lists, Libraries and Site Pages through a content-rating solution.
RichText Rich Text Add multi-language spell check, automatic Picture Library image uploading, style support, and much more to the functionality of the standard Rich Text column.
Validator Validator Column Control list content and validate column data by range, structure, or value, during entry, and do it programmatically using regular expressions for unlimited options.
VisualIndicator Visual Indicator Column Bamboo’s Visual Indicator column gives you the ability to display incremental progress or any other status in the form of a color-coded bar or a percentage-based progress bar. Visual indicators support floating tooltip information, custom color sets, and display percentage information in both visual and numeric form, enabling you to quickly scan through lengthy SharePoint lists at a glance, while still retaining access to individual list item data.

Click here for a list view of the help topics.

Column Level Security

 

ColumnSecurity.png With Column Level Security, you can store secure and public data side-by-side, knowing that each user will only be shown data to which they have access rights. Even better, you can individually and independently assign read/edit access, so data can be viewed, but not edited, by mid-level users.

 

Highlights Release Notes Complementary Products

 

Install

Permissions

License

Permissions
ServerAdmin ServerAdmin

Configure

Permissions

Work With

Permissions
SiteAdmin User-1
Click here if you would rather see a complete list
of all topics for this product.		 Bamboo Shopping BagClick on the shopping bag or here to download a trial of the product or to purchase it.

Collect Data From User Widget

Collect Data From User Widget

The Collect Data From User widget creates a task to collect data from a user during the workflow using a task form. Unlike a workflow initialization form, which can only collect data from the user when the workflow starts, Collect Data From User can collect data at any point during the workflow. The workflow is paused until the task is completed.

The task form can be a custom form created using the widget, or the task can use an existing form created in an earlier workflow. The ID of the task created by the widget is saved to a workflow variable so fields in the task form can be referenced later in the workflow.

If you are using SharePoint 2010 and the server has InfoPath Forms Services, you can customize data collection task forms (Workflow Conductor 2.5 for SharePoint 2010 and higher).

Collect Data From User tasks are created in the default workflow task list configured in the Workflow Conductor Control Panel General Settings page. Choose a different task list by changing the workflow options.

Icon-Warning Widget Limitations:

  • To edit the field list in a Collect Data From User task form in a workflow template that has been deployed, you must give the task form a different name.
  • Workflow task integration with Microsoft Outlook (the “Edit this Task” or “Open this Task” button) is only available in SharePoint Server 2010 or Microsoft Office SharePoint Server 2007.

Widget Properties:

Condition Description
User (Required):

Enter a single SharePoint or Active Directory user or SharePoint group to assign the task to, using one of the following methods:

  • Type a display name or account name for a SharePoint or Active Directory user or SharePoint group* and click the Check User icon (Icon-Checkmark).
  • Click the Lookup User icon (Icon-UserLookup) to search for a SharePoint or Active Directory user or SharePoint group* in the User Lookup form.

  • Enter a lookup to user data using the Add Lookup button (Button-AddLookup) in the User Lookup form.

    NOTE: Groups will be expanded to send a task notification e-mail to each user in the group. A single task is created for the group. The task is marked Completed when any member of the group submits the task form.
Form (Required):

Click the Icon-Ellipsis button to create or select a task form:

Select Create New Form (the default) in the Form Type list to create a new task form.

NOTE: Once you create a Collect Data From User task form for a workflow and deploy that workflow, the task form is available for use in future workflows created in the same site collection.

  • Enter a name for the form in the Form Name box.
  • Click Add Field to add a new field to the task form.

  • Type or choose the required options in the pop-up window.

    • Field Name: Type the name as it should appear on the form.

    • Description: Type a description for the form.

    • Field Type: Choose the field input type from the drop-down menu.

    • Single line of text

    • Multiple lines of text
    • Number
    • Yes/No
    • Choice
    • Date and Time
    • Person or Group

  • Requires value: Check the box to make this a required field for users.

  • Click the edit icon (Icon-Edit) to modify the settings for an existing field.

  • Click the delete icon (Icon-Delete) to delete an existing field from the task form.

Select Use Existing Workflow Conductor Form in the Form Type list to select an existing task form. Then, select an existing form from the Workflow Conductor Forms list. Existing forms are Collect Data From User task forms created in previous workflows in the same site collection.
Send Task Assignment Emails:

Select an option to determine if the widget will send notification e-mails to approvers.

  • Select Yes to send an e-mail to task assignees when a task is assigned.
  • Select No to assign the task without sending task assignment e-mail.
Send Status Emails to Initiator:

Select an option to determine if the widget will send notification e-mails to the workflow initiator.

  • Select Yes to send an e-mail to workflow initiators when all tasks are completed.
  • Select No to allow tasks to be completed without notification email being sent to the workflow initiator.
Task Name: Enter a custom task name for the task (e.g., “Enter new employee information”). This task name is how the task is displayed in SharePoint task lists. If you do not enter a Task Name, a default name of “Please Review ItemName” is assigned when the widget runs.
Task Description: Enter an optional custom task description for the task (e.g., “Please enter new employee information to continue with the employee intake process.”).
Notification Subject/Body: Customize the subject and body for the notification e-mail sent for the original Collect Data task. Default text can be specified in the Collect Data From User Task Notification sections of the Workflow Conductor Control Panel E-mail Settings.
Reassignment Subject/Body: Customize the subject and body for the notification e-mail sent if a task is reassigned. Default text can be specified in the Collect Data From User Task Reassignment sections of the Workflow Conductor Control Panel E-mail Settings.
Send Reminder:

Send a reminder email to task assignees some number of days before a task’s due date is reached.

NOTE: This feature requires Workflow Conductor version 3.5 or later.
Days Before Due Date (Required if Send Reminder=Yes) This parameter appears when Send Reminder is set to Yes. Enter the number of days prior to the Due Date that the reminder email should be sent. This can be set explicitly, or the value can be set dynamically at runtime using a lookup.
Reminder Subject/Body: Customize the subject and body for the reminder notification e-mail sent to task assignees prior to the task Due Date. Default text can be specified in the Request Approval Task Reminder sections of the Workflow Conductor Control Panel E-mail Settings.
Escalate Overdue:

Reassign a task to a specified person if it passes the task Due Date without being completed.

NOTE: This feature requires Workflow Conductor version 3.5 or later.
Escalate To (Required if Escalate Overdue=Yes):

Enter a single SharePoint or Active Directory user to escalate the task to, using one of the following methods:

  • Type a display name or account name for a SharePoint or Active Directory user or SharePoint group* and click the Check User icon (Icon-Checkmark).
  • Click the Lookup User icon (Icon-UserLookup) to search for a SharePoint or Active Directory user or SharePoint group* in the User Lookup form.

  • Enter a lookup to user data using the Add Lookup button (Button-AddLookup) in the User Lookup form.

    NOTE: Groups will be expanded to send an escalation notification e-mail to each user in the group. A single task exists for the group. The task is marked Completed when any member of the group submits the task form.
Escalation Subject/Body: Customize the subject and body for the reminder notification e-mail sent to task assignees prior to the task Due Date. Default text can be specified in the Collect Data From User Task Escalation sections of the Workflow Conductor Control Panel E-mail Settings.
Days Until Due: Enter the number of days until the task is due. You can enter a specific number or use a lookup. The number of days is added to the current date at the time the widget is run to determine the Due Date for the task. The calculated task Due Date is included in the task notification e-mail. If you do not enter a Days Until Due value, the Due Date property will be used, if there is one, or the task Due Date will be empty.
Due Date:

Enter a Due Date for the task. You can enter a specific date using the calendar control or use a lookup. Unlike the Days Until Due property, this property sets a specific Due Date for the task. This is useful in situations where a particular deadline must be met. The task Due Date is included in the task notification e-mail. If you do not enter a Due Date, the value in the Days Until Due property will be used, if there is one, or the task Due Date will be empty.

NOTE: If both the Due Date and Days Until Due properties are defined, the task Due Date field will be set to the earlier of the two dates. If neither is defined, the task Due Date field will be blank.
Allow Reassignment:

  • Select Yes to allow assigned users to delegate their task to another user. If reassignment is allowed, a Reassign Task button is displayed at the bottom of the task form.

  • Select No if you do not want assigned users to be able to delegate the task to another user.
Save ID To:

Select a workflow variable with a Number data type to store the data collection task ID.

NOTE: Click the Create new variable link next to the variable list to create a variable if one doesn’t already exist.

Use this ID with an External Lookup to access form values from fields in the task later in the workflow, as shown here:

sa08CollectDataLookupEx.jpg

Icon-Warning IMPORTANT: If you are using the Collect Data from User widget in a workflow that you are publishing to a site or site collection, see this article for more information about referencing the form values.
Click Apply to save the widget settings.

Return to User Interaction Widgets List

See Also:

Checking the status of a Bamboo Desktop application trial

Checking the status of a Bamboo Desktop application trial

Overview of Licensing and and Product Activation

Follow the steps below to check the status of your Bamboo Desktop product trial using the Bamboo License Manager.

NOTE: In order to check the trial status, you need to install the Bamboo License Manager. Please see Installing the Bamboo License Manager 2.9 for more information.

To check the trial status, follow these steps:

Step Action
1. From the shortcut on your Desktop, start the Bamboo License Manager. The screen shown below will appear.
LM2.9activate1.jpg

Click the Browse button to browse for the desired product.
2. If you installed the product in the default location, there should be a product folder in C:Program filesBamboo Solutions Corporation.
LM2.9activate2.jpg

Locate the *.exe file for the product. For example, the *.exe file for Bamboo List Bulk Import, is Bamboo.BulkImport.exe as shown in the screen shot above.
3. You are returned to the License Manager and the appropriate product name appears in the drop down selection.

LM2.9activate3.jpg

Leave the space for the valid License Key blank and click Activate.
4. The License Status screen will appear letting you know the status of the license.

LM2.9trialstatus.jpg

Check location and display a forecast summary

Check location and display a forecast summary

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After World Clock and Weather is installed and configured properly, users will see the local time and weather for the selected locations. Users have the option to view much more based on how the web part is configured as shown in the examples below.

Horizontal & Vertical Views

Horizontal View HW17_LocationsHoriz.jpg
Vertical View HW17_LocationsVert.jpg

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Viewing a Forecast Summary

Step Action Result
1. Hover over any part of the main section of the location image to display a forecast summary. HW17_WeatherSummary.jpg

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Viewing a Map and Temperature for Location

Step Action Result
1. Click the location name to view a Bing Maps view of the location (the default).

HW17_ExternalLinks.jpg

NOTE: If a custom link is configured in the web part properties, clicking the location name opens that link instead.
2. Click the temperature to view the MSN weather forecast for the location.

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Viewing a Detailed Forecast

Step Action Result
1. Click the Detailed Forecast icon to view a two, three, or five-day forecast for the location (if configured).

HW17_Forecast.jpg

NOTE: If the Detailed forecast is configured in the web part properties to None, the Detailed Forecast icon is not displayed.

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Viewing an RSS Feed

Step Action Result
1. Click the RSS feed icon to view the configured RSS feed for the location.

HW17_RSSFeed.jpg

NOTE: If no RSS feed URL is configured in the web part properties, the RSS feed icon is not displayed. More information about RSS Feeds can be found here.

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Viewing Events

Step Action Result
1. Click the Upcoming Events link above the location icons (if configured) to show a list of upcoming events in the associated SharePoint Calendar list.

HW17_LocalEventsLink.jpg

NOTE: In this example, the Upcoming Events link text has been customized to display “Things To Do”.

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Check Out Widget

Check Out Widget

The Check Out widget checks out an item in a library.

Widget Properties:

Column Description
Item (Required)

By default, the Current Item is checked out. Click the button to open the Item Lookup form where you can select an item to check out:

  • Select Current Item (the default) to check out the item the workflow was started on.
  • Select External List Lookup to check out an item in another library in the site, site collection, or another site in another site collection:
    • To check out an item in another library in the current site, select a library in the List box. To check out an item in a library in another site or site collection, make the desired selections in the Site Collection and Site boxes and then select a library from the List of available libraries.
      To identify the item in the library that you want to check out, select a Filter Field and enter a match criteria in the Equals box, either by typing one or by adding a lookup using the Add Lookup icon (Icon-Search). If more than one item matches the criteria, the first item returned is checked out.
Run As This widget can run with the permissions of the workflow initiator, the workflow designer, or another user. Select the option in the Run As property that best matches your requirement. For more information, see the General Widget Properties section.
Click Apply to save the widget settings.

Example Using Check Out Widget

Return to Lists and Items Widgets

See Also:

Check In Widget

Check In Widget

The Check In widget checks an item into a library, with options to increment versions and add version comments.

NOTE: The item must be currently checked out to the workflow initiator, or the workflow initiator must have the SharePoint Override Check Out permission to check in items checked out to other users. If it is possible that the workflow initiator will not have this permission, use the Run As property to run the widget as another user with the required permission.

Widget Properties:

Column Description
Item (Required)

By default, the Current Item is checked in. Click the Icon-Ellipsis button to open the Item Lookup form where you can select an item to check in:

  • Select Current Item (the default) to check in the item the workflow was started on.
  • Select External List Lookup to check in an item to another library in the site, site collection, or another site in another site collection:
    • To check the item in to a list in the current site, select a list in the List box. To check in an item to a list in another site or site collection, make the desired selections in the Site Collection and Site boxes and then select a library from the List of available libraries.
    • To identify the item in the library that you want to check in, select a Filter Field and enter a match criteria in the Equals box, either by typing one or by adding a lookup using the (Icon-Search) Add Lookup icon. If more than one item matches the criteria, the first item returned is checked in.
Version Comments Add Version Comments for the document by typing text in the property field or by clicking the Property Editor button to open the text editor. Add lookups to the Version Comments using the (Button-AddLookup) Add Lookup button in the text editor.
Version Type

Select a version type that matches the library Versioning settings, configured in Settings > Library Settings > Versioning settings.

  • Major: Creates a major version of the document (e.g., 2.0), if the library Versioning settings are set to Create major versions.
  • Minor: Creates a minor version of the document (e.g., 2.1), if the library Versioning settings are set to Create major and minor (draft) versions.
  • Overwrite: Overwrites the current version of the document, keeping the same version number. This option works with any Versioning setting, including No versioning.
Run As This widget can run with the permissions of the workflow initiator, the workflow designer, or another user. Select the option in the Run As property that best matches your requirement. For more information, see the General Widget Properties section.
Click Apply to save the widget settings.

Example Using Check In Widget

Return to Lists and Items Widgets

See Also:

Check if your Workflow Conductor Configuration Database is the correct version

Check if your Workflow Conductor Configuration Database is the correct version

If you have completed an install or upgrade of Workflow Conductor and are having some issues, a Bamboo Support Engineer may ask you to check the version of the Workflow Conductor Configuration Database. To do this, follow these steps:

Step Action
1. checkDBVersion.jpgIn SQL Server Management Studio, expand the Tables in your Workflow Conductor Configuration Database.
2. checkDBVersion1.jpgRight click the table called dbo.Version and choose *Select Top 1000 Rows* from the menu that appears.
3. checkDBVersion2.jpgThere is only one row in this table and it has two columns. Check the value of the Version column to learn the version of the Configuration Database. If you have just upgraded to Workflow Conductor R3.5, the value of this column should be 3.5.0.0