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Gary Bushey's Blog

I need to...

No, this is not a post about whiney kids or whiney adults, but rather a new web part in SharePoint 2007 called "I need to...".   If you look on the home page of a newly created MOSS site you may have noticed this web part with the single entry called "Create MySite" (which may or may not work).   You may be wondering what this is and how to use it. 

First, it another way of presenting links to other areas that people may need to get to.  You could use the links web part but this looks better, at least in my opinion.  Second, in order to use it you can either use the default settings (which I personally do not like) or create a custom list and add entries to that list.

If you wish to use the custom list route, create a custom list that contains the Title (always created by default), a field to hold URLs (I call it URL) and finally a field that allows choices that will be used to filter the entries.  This MUST be a field of type "choice" although you can allow multiple selections in it.  I usually just create a field and have either "Yes" or "No" (with "Yes" as the default) as the choices.   Using a "Yes/No" field will not work either though it is kind of like a choice field.

Add your entries to this list and add the "I Need to..." web part to your page.   You will then need to modify its settings to use the new list (and any other settings you want...I typically change the name from "I Need to..." to "I want to..."). 

The first step to is to click on the "Change...:" button to select the list that will be used to populate your control.  Find the list you just created and select it.  Then in the "Filter Field" drop down, select your choice field and finally in the "Filter Value" drop down, select the value of the items you want to show.   You may also need to adjust the width so that all the text shows up in the web part's drop down list.

Click OK and test it out.   One final hint: When entering the URL for your choices, if you enter the relative path it will work for both the internal and external users.  For example, if I want to redirect the users to the Search page, I would type in "/SearchCenter/Pages/default.aspx" rather than the entire URL.

Posted: Sep 27 2006, 09:02 AM by gary | with 9 comment(s)
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Comments

Oksana said:

When I go through this customization on Moss 2007, my "I need to" web part produces "Invalid page URL:" error.  I know the urls are valid, so not sure what's going on.  Anyone else ran into this issue?

# August 29, 2007 12:45 PM

Ray said:

The URL field MUST be a hyperlink field type (Not a text field)

I made the same mistake at first...

# September 20, 2007 9:24 AM

matthew said:

I am glad they made this a standard webpart in 2007.. if I remember you had to download and get admins to 'install' this webpart in 2003.

anyway.. is there a limit to how many of these webparts you can use on the same page?

I started 'playing' around, created the lists, multiple 'choice' the URL and filter out just those items from the list I want to see.. again great..

but since i have two of them...

lets say I select "I want to...FILL OUT NEW EMPLOYEE CHECKLIST FORM" in the 1st drowndown.. click the arrow the form opens and all is good.

then back on the page I goto the 2nd dropdown menu webpart and select "Common questions to answer... ARCHIVE MY MAIL" but when I click the arrow the "FILL OUT A NEW EMPLOYEE CHECKLIST FORM" opens???

my boss would like to have 6 or 8 of these dropdowns on our page but I can keep them 'independent' of each other.

Any help would be appreciated.

Regards

matthew

thanks for the site.

# October 4, 2007 7:33 PM

Navi said:

The web part was working fine but i need some custominsation let me know it is possible or not

i need to open the url in a new window on clikc and changing  the default text "Choose task " to some other text

# October 12, 2007 8:01 AM

Sam said:

Thanks for this - very helpful.

Is there a way to change the width of the drop-down field? All of my titles are cut-off because the drop-down field is so small. I tried changing the horizontal pixels, but this did not change the field width.

Thanks!

Sam

# October 12, 2007 3:12 PM

Terry Ashley said:

Is there any way to change the width of the dropdown field, (e.g. CAML, or a xsl style)? I've been searching for how this can be done with no luck.

# October 19, 2007 3:37 PM

It's my life... And I live it... said:

If you want to know what this web part does, this MVP gives a good description... If you wish to...

# December 17, 2007 7:20 PM

Craig said:

Is there any way to sort the items in the I Need To List? they only ever seem to appear in the order they were added to the list.

thanks.

# December 20, 2007 1:28 AM

Lauri V said:

Hi,

I've done what you said in the example. Everything seems to be fine until I click the drop down menu. It gives Java error. Do you no any solutions?

cheers

- Lauri V

# January 16, 2008 5:16 AM
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