Wednesday, August 13, 2014

Create a Link to a Document in sharepoint

We had a scenario that resembles the following:
Files of type Word Document  will be created automatically in Sharepoint for an Incident and its associated tasks.
We wanted to separate the files for each task but let the user open the documents integration list for the incident and see all the files from all the tasks.
First, We created a folder for the incident and mapped the same folder to all the sub-tasks.
We thought that using Sharepoint authorization and sharing we can let each task user see just the files which are relevant to him/her.

After some reasoning I thought that it would be possible to create a seperate folder for each task and put a link (shortcut) on the incident folder.

In order to check how it will look, I wanted to do it manually first. I found this article by Colin Phillips that shows how to add a shortcut to the user interface.
http://mmman.itgroove.net/2013/02/add-link-to-a-document-to-a-document-library/
Basically, you need to enable Content Types selection for the document list and select the "Link to Document" content type.
After doing so, the "New Document" option changed and does not display the selection of office files but just lets you upload a file.

AppStart Theme

https://wrapbootstrap.com/theme/appstart-responsive-admin-theme-WB0P4TG24

Sharepoint Installation - Intructions

Installing and Configuring SharePoint 2013 by Randy Rampel from EMC (Part 4)
http://consultingblogs.emc.com/randyrempel/archive/2013/03/17/installing-and-configuring-sharepoint-2013-part-4-of-4.aspx