Hi,
I've run into a roadblock in building a SP2010 site at my company and I'm hoping someone here can help.
I am open to suggestions on how to get this done, so all ideas are welcome. I believe I need to be able to pass a set of rows (essentially as a filter) between two web parts, so that the user can then edit the resulting items in the 2nd webpart. The purpose behind this, ultimately, is tracking hours worked on projects by multiple groups. I have a list of projects and 4 separate lists to hold their hours (one for each group), they are linked by a project ID to the project list. For the purposes of this question we'll just assume there's only a single "Hours List".
"Project List" contains many fields but the important ones are:
- Project ID (text)
- Project Name (text)
- Project Status (choice field)
- Assigned Staff (Person/Group lookup field, single choice allowed)
"Hours List" contains only these:
- Project ID (lookup field against Project List - Project ID)
- Project Name (pulled in as part of the lookup for Project ID)
- Month (Numeric)
- Year (Numeric)
- Forecasted Hours (Numeric)
- Actual Hours (Numeric)
Generally speaking a user would input their forecasted hours for the project ahead of time, and as they come to the month in question they'd input their actual hours (once the month is over).
Ultimately I have an Access DB that unions the Hours list and Project list (along with other stuff that's linked to the project list: group, proj category, etc etc) and spits out the data which I then use a pivot in excel to organize so the managers can have paper reporting.
Sharepoint is essentially functioning as a data entry front end and data storage site. Currently the "Hours Entry" page consists of 2 web parts, in the first they select the project they care about (list webpart looking at the Project List). The page already filters to only show them projects they are assigned to (via [Me] filter in the view). They can filter by Project Status to get just current projects. This selection is sent to the second webpart (List web part looking at the Hours List) via "Send row data to" as a filter so the webpart shows all the months and hours entered for that specific project. This all works fine.
However, the users are now requesting that they be able to see a single months hours in the second web part, but for ALL projects they are assigned to. This seems to necessitate sending a list of projects over to the 2nd web part to show all hours for all those projects, and then they can filter by the month.
Since the hours table doesn't store the user assigned (only the project list does) I have to get the set of projects, for which to show hours, from the project list webpart itself. I can't seem to find any way to do this. Any ideas anyone?
fyi, I am not a developer unfortunately and thus can't mess with the SP servers, can't create customer web parts (far as i know), and can't enable SP features enterprise wide (currently trying to get them to enable ability for me to hit external TeraData DBs from SP, but that's another battle). I do have sharepoint designer and full admin over the site collection itself.
Thanks!