Release Notes for Filters Collection

Release Notes for Filters Collection

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WSSv3/MOSS SharePoint 2010 SharePoint 2013
Release Notes Release Notes Release Notes
Microsoft ended mainstream support for SharePoint 2007 in October 2012. See Microsoft’s Lifecycle Support Policy.
At that time, Bamboo stopped enhancements to our SharePoint 2007 product line, but continues to provide support and bug fixes to customers with active support contracts until October 2017. Previously purchased licenses will continue to function after October 2017, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2007 products in October 2016 to ensure customers will be eligible to receive support for at least one year after purchase.
Microsoft plans to end mainstream support for SharePoint 2010 in October 2015. See Microsoft’s Lifecycle Support Policy. At that time, we will stop any enhancements for our SharePoint 2010 product line but will continue to provide support and bug fixes for our SharePoint 2010 products to customers with active support contracts until October 2020. Previously purchased licenses will continue to function after October 2020, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2010 products in October 2019 to ensure customers will be eligible to receive support for at least one year after purchase.

Bamboo Solutions has also begun releasing Bamboo Apps to the SharePoint Store, for additional details, see the SharePoint Apps & Mobile products page where you can get the latest info about each of our Apps as they release to the Microsoft Store.

A separate installation package and license key is required for SharePoint 2013 deployment. For additional details, review the following knowledge base articles:

Understanding Bamboo Releases:

  • Bamboo offers Trial, Basic and Premium support.
    • Free Trial support expires after 30 days.
    • For more information about Basic and Premium support, please see the Support Plans page.
    • There may be a fee to upgrade from a major version to another.

See Also:

Overview of the Filters Collection

Overview of the Filters Collection

Example.png Filters Collection lets you customize Choice, Date, Text, and Current User filters, connect them to a web part on the same page, and have them up and running in minutes.

Filters Collection also includes Bamboo’s List Filter web part. The List Filter web part differs slightly from the other included filters in the Filters Collection; it is specifically designed to connect to a SharePoint List and it allows you to define as many of your own filter columns as you would like. This way, end users can be allowed to quickly narrow down the items in a list by filtering multiple columns (all items written by one author, categorized as a certain subject, or published in a certain year, for instance). In the example above, there are three columns on which users may filter the list data: Modified, Created By and a Choice column.

Overview of Filters Configuration Tool Pane

Overview of Filters Configuration Tool Pane

HW6102.jpgA list filter acts as a “middleman” between a SharePoint list and a web part that is consuming data from that list. Once you establish a connection between the List Filter and the web part itself, the latter simply receives all data from the List Filter instead of the list. This gives you two benefits — one, you can easily adjust what data is sent to the web part by simply adjusting the filter interface, and two, none of these adjustments actually affect the list data itself or require the creation of a custom view.

ChoicesRadio.jpgFilters Collection includes a number of different filter web parts, which do essentially the same thing, but allow you to apply the best kind of filter for certain kinds of list data. For instance, the Choice filter allows you to give users a set list of filtering values in the form of a drop down menu, a set of radio buttons, or series of check boxes (allowing for multiple selections).

This example shows a Choice Filter web part using the Radio Button Filter connected to a list. The list is displaying a filter icon next to the column title as a visual cue that this column is filtered. Bamboo automatically adds the icon to the column on which you filter.

You have a variety of filtering web parts in the Filters Collection and each one is configured individually when you add it to a page.

Migrating the Filters Collection from SharePoint 2007 to SharePoint 2010

Migrating the Filters Collection from SharePoint 2007 to SharePoint 2010

Be sure you have at least the Minimum SharePoint 2007 Product Release (shown in the table below) installed before migrating. If not, upgrade your Bamboo product release before migrating. For more information, see Upgrading your Bamboo Web Part. Also, the target SharePoint 2010 farm requires at least the Minimum SharePoint 2010 product release shown.

Icon-Warning IMPORTANT: When migrating from SharePoint 2007 to SharePoint 2010, you MUST select the option to change existing SharePoint sites to use the new user experience. Your Bamboo products will not perform as expected with the old look and feel.

Minimum SharePoint 2007 Product Release 1.3.5 Minimum SharePoint 2010 Product Release 10.3.13
In-Place Upgrade
Issues The following Filters Collection Web Parts migrate without any errors or additional steps required: Choice Filter, Date Filter, and Text Filter. However, the following web parts have issues:

  • Bamboo Current User Filter Web Part has 2 modes:
    1. Current User Name migrates without any errors or additional steps required.
    2. SharePoint Profile Value for Current User is not supported in SharePoint 2010 regardless of the upgrade method.
  • Bamboo List Filter Web Part displays the error

    Unexpected Web Part Error

    if the option Select Filter Values is selected.

Resolution To resolve the error with Bamboo List Filter Web Part, delete the existing Bamboo List Filter Web Part instance and add a new instance to the page.
Database Attach Upgrade Method
Issues The following Filters Collection Web Parts migrate without any errors or additional steps required: Choice Filter, Date Filter, and Text Filter. However, the following web parts have issues:

  • Bamboo Current User Filter Web Part has 2 modes:
    1. Current User Name migrates without any errors or additional steps required.
    2. SharePoint Profile Value for Current User is not supported in SharePoint 2010 regardless of the upgrade method.
  • Bamboo List Filter Web Part displays the error

    Unexpected Web Part Error

    if the option Select Filter Values is selected.

Resolution To resolve the error with Bamboo List Filter Web Part, delete the existing Bamboo List Filter Web Part instance and add a new instance to the page.

How to Use the Text Filter Web Part

How to Use the Text Filter Web Part

The Text Filter is set to filter on a Single Line of Text column. Only list items that meet that filter criteria display in the list.

Step Action Result
1. When you reach a page that contains the Text Filter web part, you simply enter a text value into the web part text field and click Apply filter to begin filtering. It is that simple! hw6123.jpg
2. To revert to unfiltered data, click Clear filter.

TextFilter.jpgDepending on which column your admin set for filtering on data, you should see your list change based on your input.

See also:

How to Use the Date Filter Web Part

How to Use the Date Filter Web Part

Step Action Result
1. When you reach a page that contains a Data Filter web part, just select a date (either by entering one directly, or selecting it from the calendar-style date picker), and click Apply Filter to begin filtering your data. hw6117.jpg
2. To revert to unfiltered data, click Clear Filters Collection.

FilteredExample.jpgNotice in the example shown here that the List (called My Test List) is being affected by the dates used in the Date Filter web part.

See also:

How to Use the Current User Filter Web Part

How to Use the Current User Filter Web Part

The Current User filter is a context filter, which means that it doesn’t require any user input to start filtering; as long as it is connected, it will automatically take whatever value has been set in the tool pane from the Current User’s profile, and apply it to the consuming web part. You can start filtering once the part is configured.

See also:

How to Use the Choice Filter Web Part

How to Use the Choice Filter Web Part

ViewUnfiltered.jpgWhen you reach a page that contains a Choice Filter web part, simply choose one of the filter options (or several, if you’re using checkboxes, and the web part supports multiple filters), and click Apply filter to restrict the data displayed in the connected web part.

To undo the current filter and use all List items, click the Clear filter link that appears below the choices.

In the examples here, the first screen shot shows no choices made in the Choice Filter web part.

FilteredView.jpgIn the next screenshot, a choice was made using the Choice Filter web part and the list view shows data filtered by that choice.

See also: