Thursday, November 12, 2009

Filter By [Me] for custom sharepoint list column



we need to add a new column and create a SharePoint Workflow with the SharePoint Workflow Designer

1. Add a new column to the View
Open the Form Library Settings page
Click on Create Column in the Columns Section
Enter Assign To User as Column name
Select Person or Group as the type of the column
Click on the Ok button

1. Create Workflow
Open the SharePoint Designer
Create a new workflow (Menu File ‐>New ‐> Workflow)
Set the workflow name: SetAssignToUserField
Select the SharePoint list where the workflow should be attached to
Select Automatically start this workflow when a new item is created checkbox
Select Automatically start this workflow when a new item is changed checkbox




Enter the Step 1 name: SetAssignToUser
Select Update List Item under the Actions
               Click on This List
              Select your list on which you want to set filter
              Click On ADD
`              On set field dropdown box select Assign To User
              Click on FX button
              Source = Current Item
                            Filed = Assign To User
              In find the List item of Update list item area , set field dropdown box as Assign To User
              Click “OK” then “Yes”
              Finish your workflow.


2. Add the filter
Go back to the SharePoint List
Modify the Current View
Select Show Items only when the following is True radio button, under the filter Section
Select Assign User To from the Show the items when column dropdown box
Enter in the value textbox [Me] 



Thanks And Regards,
Dipti Chhatrapati

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