Igotta, LLC Resource Reservation SharePoint 2013 Server App and SharePoint 2013 Online App Solution. Guide for Administrators

Transcription

1 Igotta, LLC Resource Reservation SharePoint 2013 Server App and SharePoint 2013 Online App Solution Guide for Administrators

2 Contents Make App trusted... 3 User s Role Authority... 4 Restrict edit permissions for non-administrator users... 4 Grant permissions to users to create bookings... 7 Creation / Edition / Deletion of the Resource Groups, Resources, Tag Groups, Tags... 9 Settings of days and time Creation of your own fields Setup different booking forms for different resources Create new content type in bookings list Associate booking content type with resource Set Allow management of content types? to No on bookings list Version Comparison... 39

3 Make App trusted 1. On host web open Site contents page. 2. Open Booking App permissions.

4 3. Click on here link. User s Role Authority There are 2 roles: 1. User. Where is possible to view and make bookings. 2. Administrator. Where you can add/edit resources and tags. The system supports the standard SharePoint distribution of rights. At first, you have to restrict edit permissions for all non-administrator users, and then grant edit permissions to users only to Bookings list. Restrict edit permissions for non-administrator users To restrict edit permissions for such lists as: Groups of Resources, Groups of Tags, Resources of Booking, Tags, you have to set right permissions to the App.

5 1. Open App permission page.

6 2. On the App permissions page change the permissions so only administrators can edit lists. (on the screen dev3 Owners is administrative group, only dev3 Owners group can add/edit/remove list items)

7 Grant permissions to users to create bookings 1. Open Bookings list permissions page.

8 2. Change the permissions so users can add/edit/remove items in Bookings list. (on the screen dev2 Members is users group)

9 Creation / Edition / Deletion of the Resource Groups, Resources, Tag Groups, Tags The Administrator rights allows to create/ edit/ delete the resource groups, resources, tag groups and tags. Use the cogwheel to do it.

10 Settings of days and time Only working hours are displayed on the time tape. To set the working time: 1. Go to the regional settings of the host website.

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12 2. Set the working hours and days. Only the working hours would be displayed on the time tape. Only the ticked days would be displayed on the time tape, but you can choose a non-working day in the booking form.

13 Creation of your own fields Uninstallation, edition, re-creation of the present fields in the present lists are not supported. It s possible to add your own fields in the resource and booking lists. To add fields to bookings list: 1. Open bookings list settings

14 2. Click on Create column

15 3. Because it is possible to have several content types in bookings list (using several content types you can create different booking forms for different resources with different fields see late) disable Add to all content types checkbox on create column page. Click on OK button.

16 4. Add column to booking content type. On List Settings page click on content type you want to add field. Default content type is ListFieldsContentType.

17 5. On Content Type page click on Add from existing site or list columns

18 6. Select column, click Add, Ok

19 7. On bookings list List settings page make sure than new column is using in necessary content type (using several content types you can create different booking forms for different resources with different fields see late. Default content type is ListFieldsContentType ).

20 Setup different booking forms for different resources It is possible create different booking forms for different resources. To do that you need: 1. Create new content type in bookings list 2. Associate new content type with resource 3. Set Allow management of content types? to No on bookings list Create new content type in bookings list At first, you need to create new site content type inherited from «Event». After adding your new content type to bookings list, it is necessarily to add Resource of Booking field to new content type. 1. Go to the App parent site

21 2. Go to Site settings page

22 3. Click on Site content types

23 4. Click on create

24 5. Create new content type inherited from Event

25 6. Add new content type to bookings list. Go to bookings list List Settings page. Click on Add from existing site content types.

26 7. Select necessary content type, click Ok

27 8. Add Resource of Booking field to new content type. To do that on bookings list List Settings page click on necessary content type.

28 9. On List Content Type page click on Add from existing site or list columns.

29 10. Select Resource of Booking field, click Ok

30 11. On bookings list List Settings page make sure Resource of Booking field is used in new content type. 12. Now your new booking content type is ready, you can create and add new fields to it. See Creation of your own fields section.

31 Associate booking content type with resource To associate booking content type with resource you need to know content type ID. To get content type ID: 1. Click on necessary content type on bookings list List settings page

32 2. Click on Name and description. You will be redirected to new page.

33 3. Copy content type ID from URL parameter ctype. ctype parameter will looks similar to this: ctype=0x b52d64533b8ed49a07c936b4e51a61c00ab03ed7c d be8 CAB2 Copy only parameter value 0x B52D64533B8ED49A07C936B4E51A61C00AB03ED7C D BE8CAB2

34 4. Now you know content type ID. Open resource edit form and past content type ID to Booking Content Type ID field. Click Save.

35 Set Allow management of content types? to No on bookings list If you will not set Allow management of content types? to No users will see choose content type field on booking form. It is needed to open bookings list Advanced Settings page. Because of Sharepoint App limitations it is unobvious procedure. 1. Open bookings list permissions page

36 2. Click BROWSE and then Settings

37 3. Click on Advanced settings

38 4. Set Allow management of content types? to No. Click Ok.

39 Version Comparison Feature App Solution Set working days and time Yes Yes Scaling (month, week, day) Yes Yes Double booking check Yes Yes Recurrence events - Yes Filter resources by tags Yes Yes Custom fields Yes Yes Different booking forms for different resources Yes Yes Custom lists - Yes Reservation approval - Yes Mail notifications - Yes Branding - Yes Settings of the reservation text, tooltip and color depending on the reservation type and options - Yes Farm Solution