Create folder for child docments on New or Edit forms

Forums vLooup for SharePoint Create folder for child docments on New or Edit forms

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    • #34086
      Jonathan Stamper
      Participant

      I have a vLookup to a document library and I was curious, on New and Edit forms, if there is a way, that when the user clicks the add item button for vLookup:

      1. The logic checks the existence of a folder in the child library (vLookupID of new and man ID if Edit) and creates it if not.
      2. Routes to that created folder for the user to add their document(s)
      3. Once they save and go back to the main form, the vLookup table refreshes to that newly created folder location with the docs
      4. On Save of the main form, the child folder is renamed to a auto-generated ID that is tagged to a field on the main form
      5. I’m not sure if that’s plausible but thought I would ask if/how to do.

    • #34089
      Jonathan Stamper
      Participant

      I’m really close and decided to change the logic to only occur when a new item is initiated (dffs_ready).

      1. I have it creating a folder in the child document list using the vLookupID with the “:” replaced with “_”on New Item only
      2. I also did more research in the vLookup settings and am able to point the table settings to look at the folder destination using a global variable – {var:parentFolderName} and set that as the default.
      3. If the user cancels the request it deletes the folder.

      Where I’m stuck is hiding the destination folder field and choose field button that show up when adding an attachment. I was hoping a simple css removal in my custom css would do it but it’s not setting the display to none.

      Would you have any ideas or any feedback on above or a better option?

    • #34090
      Alexander Bautz
      Keymaster

      Hi,
      You cannot target an IFRAME from the parent window using CSS in Custom CSS, but you can use JavaScript.

      Try adding this to your Custom JS:

      setInterval(function(){
          jQuery("iframe:last").contents().find("#ctl00_PlaceHolderMain_ctl05").hide();
      },100);

      This code will run on an interval and look for the control with ID ctl00_PlaceHolderMain_ctl05 in the contents of the last IFRAME in the page. It must run on this interval because the IFRAME is not yet created when you open the form.

      You might have to inspect your upload file dialog to ensure ctl00_PlaceHolderMain_ctl05 is the ID of the table row you want to hide.

      Alexander

    • #34092
      Jonathan Stamper
      Participant

      That is perfect and it works! I was about to have to recreate my own upload page which I didn’t want to do so many many thanks!

      2 more questions:

      1. Does spjs.dffs.updateListItem have a renaming conventions for folders?
      2. I realized that creating a folder on new item will also continue creating folders when pressing refresh or F5 on the new item form. Aside from creating an event listener on the F5 keyboard press, is there one that exists for pressing the refresh button on a browser?

      Again thank you so much for all the help!!

      • #34095
        Alexander Bautz
        Keymaster

        Hi,
        spjs.dffs.updateListItem wont work for renaming folders. I wrote this function to rename folders based on this documentation: https://docs.microsoft.com/en-us/sharepoint/dev/sp-add-ins/working-with-folders-and-files-with-rest

        function renameFolder(docLibRelUrl, oldFolderName, newFolderName) {
            var d = jQuery.Deferred();
            // get type
            jQuery.ajax({
                "url": _spPageContextInfo.webServerRelativeUrl + "/_api/web/GetFolderByServerRelativeUrl('" + docLibRelUrl + "/" + oldFolderName + "')/ListItemAllFields",
                "type": "GET",
                "headers": {
                    "Accept": "application/json;odata=verbose",
                    "content-type": "application/json;odata=verbose",
                    "X-RequestDigest": jQuery("#__REQUESTDIGEST").val(),
                },
                "success": function (data) {
                    if (data.d.ListItemAllFields === null) {
                        d.reject("The folder " + oldFolderName + " was not found in " + docLibRelUrl + ".");
                    } else {
                        var type = data.d.__metadata.type;
                        // Update folder name
                        jQuery.ajax({
                            "url": _spPageContextInfo.webServerRelativeUrl + "/_api/web/GetFolderByServerRelativeUrl('" + docLibRelUrl + "/" + oldFolderName + "')/ListItemAllFields",
                            "type": "MERGE",
                            "headers": {
                                "Accept": "application/json;odata=verbose",
                                "content-type": "application/json;odata=verbose",
                                "X-RequestDigest": jQuery("#__REQUESTDIGEST").val(),
                                "If-Match": "*",
                                "X-HTTP-Method": "MERGE"
                            },
                            "data": JSON.stringify({
                                "__metadata": {
                                    "type": type
                                },
                                "Title": newFolderName,
                                "FileLeafRef": newFolderName
                            }),
                            "success": function () {
                                d.resolve(true);
                            },
                            "error": function (err) {
                                d.reject(err);
                            }
                        });
                    }
                },
                "error": function (err) {
                    d.reject(err);
                }
            });
            return d.promise();
        }
        
        // Use it like this
        renameFolder("/sites/YourSite/YourDocLib", "Old folder name", "New folder name").done(function (success) {
            console.log(success);
        }).fail(function (err) {
            console.log(err);
        });

        Instead of auto-creating the folder and have to deal with detecting or preventing F5 / refresh could you not just make the creation of the folder an active choice with a button “Start adding files” that creates the folder and then show the vLookup field?

        Alexander

    • #34097
      Jonathan Stamper
      Participant

      Ah ok, I thought I had seen an old post mentioning it didn’t have a rename capability. Thanks for that info.

      For the folder creation, that may be a better idea. Have a button that “initiates” the table so it can create the folder or check if the folder is there and create if not? Trying think of how to best code that up.

    • #34099
      Jonathan Stamper
      Participant

      I think I got it. I created a button that initiates the attachment setup, creating the folders and sub folders. The only thing left is preventing the vLookup from initiating until after the attachment setup click, or would it be better to have the vLookup wrapper hidden instead and then just JQuery to show and refresh?

      • #34101
        Alexander Bautz
        Keymaster

        There is no functionality in vLookup to not render the field if it is in a tab, but you can hide the table row with code and then after your create folder function has run you can refresh the vLookup table and show the table row.

        You can for example use the Hidden fields section at the bottom of the Misc tab to initially hide the field, and then use this snippet to show it when you are ready:

        jQuery("#dffs_vLookupDocuments").removeClass("spjshidden");

        In this example vLookupDocuments is the name of the vLookup column.

    • #34104
      Jonathan Stamper
      Participant

      For some reason, when ran in dffs_ready, the button or table won’t show/hide initially until I go to another tab then return to the attachments. No issues in the code nor on the console. I do have the setting turned on to remember where you left off on the form. Could that be causing he issue or maybe Should put them in an onload/ready function?

      Actually as an update, I turned off the “remember” functionality but that causes me to have to click the attachments tab, click another tab then back to attachments to see the button or table.

    • #34107
      Jonathan Stamper
      Participant

      I got it working. I ended up just using the .css(“visibility”,”visible/hidden”) action with conditionals for the button and table.

      I couldn’t get options mentioned for spjshidden to work without it reappearing when I clicked to another tab or showing once I clicked to another tab and then returned.

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