在 Sharepoint 中,我想每月自动触发一个工作流程,仅显示具有特定月份日期的列表

发布于 2024-08-08 09:17:19 字数 225 浏览 2 评论 0原文

我是 sharepoint 新手...我有一个问题:

我有一个包含许多文档的列表。我在该列表中有一个日期列。 对于每个月,我只想查看该特定月份的列表(即,选择日期字段中包含该月份的列表。我希望列表每月根据日期字段中指定的日期自动更新。现在我通过更改我设置的今天日期来手动完成此操作。我希望每个月开始时都会自动执行此过程。

谁能帮我解决这个问题。我希望我的问题很清楚...

谢谢.. 沙米。

I am new to sharepoint... I have a question:

I have a list with many documents in it. I have a date column in that list.
For each month I would like to view only that particular month's list (i.e) select the list which has that month in the date field. I would like the list to get updated each month automatically according to the date specified in the date field. For now I am doing it manually by changing the today's date which I have set. I would like to make this an automatic process each month beginning.

Could anyone help me rearding this. I hope my question was clear...

Thanks..
sharmi.

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评论(3

笨笨の傻瓜 2024-08-15 09:17:19

你的问题对我来说不太清楚,但无论如何我都会尝试一下。您可以尝试使用 MONTH([开始日期]) 将计算列添加到列表中,仅显示所需列中日期的月份部分,其中开始日期是您在其中的日期列的名称。

关于工作流程的部分根本不清楚,你想做什么?如果您只想显示该月份的项目,则添加计算列和 nfilter。或者,更进一步,在列表上创建 12 个视图,每个月一个,并根据新添加的计算列进行筛选。

YOur questipn isn;t really clear to me, but I'll give it a go anyway. You could try to add calculated columns to the list, that display only the month part of the date in the desired column, by using the MONTH([Start Date]), where Start Date is the name of the column your date in it.

The part about the workflow is not clear at all, what do you want to do? IF all you want is to display that months items, then add the calculated column and the nfilter on it. Or, to go a step further, create 12 views on the list, one for each month, that filter based on the newly added calculated column.

一指流沙 2024-08-15 09:17:19

我也不清楚,但这里有一些建议。

1>您可以根据日期创建过滤视图
- 创建视图,过滤修改的地方> [今天] - 过去一个月 30。

2>您可以创建一个工作流程来进行更新。使用信息管理策略设置(在库设置中)并告诉它每月运行您的工作流程并告诉它重复。

祝你好运

Also not clear to me, but here's some suggestions.

1> You can create a filtered view based on dates
- create view, filter where modified > [Today] - 30 for the past month.

2> You can create a workflow to do your updates. Use Information Management Policy Settings (in Library settings) and tell it to run your workflow every month and tell it to repeat.

Good luck

丿*梦醉红颜 2024-08-15 09:17:19

您可以使用信息管理策略。在列表或库设置中,单击信息管理策略。然后单击内容类型并选中“保留”旁边的框。这就是您添加舞台的地方。只要您的工作流程设置为允许手动运行,它就会显示在此处的列表中,其中包含您可以触发的内容。感谢劳拉·罗杰斯!

You can use an information management policy. On your list or library settings, click Information Management Policies. Then click a content type and check the box next to "Retention". That's where you add a stage. As long as your workflow is set to allow it to be run manually, it will show in the list here, of stuff you can trigger. Thanks to Laura Rogers!

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