Abhishek Bhowmick | SharePoint Blog

Using a list as a series item web part for a SharePoint meeting workspace

Posted in Sharepoint by Abhishek Bhowmick on November 10, 2010

A meeting workspace with recurring calendar dates and clicking on each date shows up the web part information pertaining to that date. So the web part in a particular date will not show the information as in another date if the source list is not manually edited like in the other from being in the date where we want to show it. The requirement here is to show all the web part information consistently across all recurring dates.

To do this, we must create the list as Series Items enabled.  We may follow steps below in order:

  1. Open your web browser and navigate to your SharePoint meeting space.
  2. Click on the Site Actions button (located near the top-right corner) and select Create from the drop-down menu.
  3. Under the Tracking header, click on Tasks.
  4. Enter your task list information and ensure that you have the checked Yes in the box marked change items into series items. This will convert the task list into a series task list that will be present during all meetings that are using this SharePoint meeting space.
  5. Click on the Create button to finish creating a series task list.

    Note: The new web part will be added to your meeting space page. To make changes to its appearances and location on the page, use the Edit function which can be accessed from the Site Actions button.

  6. This will create the list and automatically add a list view web part for the list as a series item which will show the information available in the list across on all recurring dates.

One Response

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  1. Ruchi said, on August 11, 2011 at 3:24 pm

    what can we do if we would like to show filtered item as per Meeting on one page and aggregation of all items on another page.

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