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Resource Reservation SharePoint 2013 Server App and SharePoint 2013 Online App Solution

Guide for Administrators

Contents Make App trusted ......................................................................................................................................... 3

User’s Role Authority .................................................................................................................................... 4

Restrict edit permissions for non-administrator users ............................................................................. 4

Grant permissions to users to create bookings ........................................................................................ 7

Creation / Edition / Deletion of the Resource Groups, Resources, Tag Groups, Tags .................................. 9

Settings of days and time ............................................................................................................................ 10

Creation of your own fields......................................................................................................................... 13

Setup different booking forms for different resources .............................................................................. 20

Create new content type in bookings list ............................................................................................... 20

Associate booking content type with resource ...................................................................................... 31

Set “Allow management of content types?” to “No” on bookings list ................................................... 35

Version Comparison .................................................................................................................................... 39

Make App trusted 1. On host web open “Site contents” page.

2. Open Booking App permissions.

3. Click on “here” link.

User’s Role Authority There are 2 roles:

1. User. Where is possible to view and make bookings.

2. Administrator. Where you can add/edit resources and tags.

The system supports the standard SharePoint distribution of rights.

At first, you have to restrict edit permissions for all non-administrator users, and then grant edit

permissions to users only to Bookings list.

Restrict edit permissions for non-administrator users To restrict edit permissions for such lists as: “Groups of Resources”, “Groups of Tags”, “Resources of

Booking”, “Tags”, you have to set right permissions to the App.

1. Open App permission page.

2. On the App permissions page change the permissions so only administrators can edit lists.

(on the screen “dev3 Owners” is administrative group, only “dev3 Owners” group can add/edit/remove

list items)

Grant permissions to users to create bookings 1. Open Bookings list permissions page.

2. Change the permissions so users can add/edit/remove items in Bookings list.

(on the screen “dev2 Members” is users group)

Creation / Edition / Deletion of the Resource Groups, Resources, Tag

Groups, Tags The “Administrator” rights allows to create/ edit/ delete the resource groups, resources, tag groups and

tags. Use the “cogwheel” to do it.

Settings of days and time Only working hours are displayed on the time tape. To set the working time:

1. Go to the regional settings of the host website.

2. Set the working hours and days.

Only the working hours would be displayed on the time tape.

Only the ticked days would be displayed on the time tape, but you can choose a non-working day in the

booking form.

Creation of your own fields Uninstallation, edition, re-creation of the present fields in the present lists are not supported. It’s

possible to add your own fields in the resource and booking lists.

To add fields to bookings list:

1. Open bookings list settings

2. Click on “Create column”

3. Because it is possible to have several content types in bookings list (using several content types

you can create different booking forms for different resources with different fields – see late)

disable “Add to all content types” checkbox on create column page. Click on “OK” button.

4. Add column to booking content type. On “List Settings” page click on content type you want to

add field. Default content type is “ListFieldsContentType”.

5. On “Content Type” page click on “Add from existing site or list columns”

6. Select column, click “Add”, “Ok”

7. On bookings list “List settings” page make sure than new column is using in necessary content

type (using several content types you can create different booking forms for different resources

with different fields – see late. Default content type is “ListFieldsContentType”).

Setup different booking forms for different resources It is possible create different booking forms for different resources. To do that you need:

1. Create new content type in bookings list

2. Associate new content type with resource

3. Set “Allow management of content types?” to “No” on bookings list

Create new content type in bookings list At first, you need to create new site content type inherited from «Event». After adding your new

content type to bookings list, it is necessarily to add “Resource of Booking” field to new content type.

1. Go to the App parent site

2. Go to “Site settings” page

3. Click on “Site content types”

4. Click on create

5. Create new content type inherited from “Event”

6. Add new content type to bookings list. Go to bookings list “List Settings” page. Click on “Add

from existing site content types”.

7. Select necessary content type, click “Ok”

8. Add “Resource of Booking” field to new content type. To do that on bookings list “List Settings”

page click on necessary content type.

9. On “List Content Type” page click on “Add from existing site or list columns”.

10. Select “Resource of Booking” field, click “Ok”

11. On bookings list “List Settings” page make sure “Resource of Booking” field is used in new

content type.

12. Now your new booking content type is ready, you can create and add new fields to it. See

Creation of your own fields section.

Associate booking content type with resource To associate booking content type with resource you need to know content type ID. To get content type

ID:

1. Click on necessary content type on bookings list “List settings” page

2. Click on “Name and description”. You will be redirected to new page.

3. Copy content type ID from URL parameter “ctype”.

“ctype” parameter will looks similar to this:

ctype=0x0102007B52D64533B8ED49A07C936B4E51A61C00AB03ED7C426829438D9819411BE8

CAB2

Copy only parameter value

0x0102007B52D64533B8ED49A07C936B4E51A61C00AB03ED7C426829438D9819411BE8CAB2

4. Now you know content type ID. Open resource edit form and past content type ID to “Booking

Content Type ID” field. Click “Save”.

Set “Allow management of content types?” to “No” on bookings list If you will not set “Allow management of content types?” to “No” users will see choose content type

field on booking form.

It is needed to open bookings list “Advanced Settings” page. Because of Sharepoint App limitations it is

unobvious procedure.

1. Open bookings list permissions page

2. Click “BROWSE” and then “Settings”

3. Click on “Advanced settings”

4. Set “Allow management of content types?” to “No”. Click “Ok”.

Version Comparison Feature App

Solution Farm Solution

Set working days and time Yes Yes

Scaling (month, week, day) Yes Yes

Double booking check Yes Yes

Recurrence events - Yes

Filter resources by tags Yes Yes

Custom fields Yes Yes

Different booking forms for different resources Yes Yes

Custom lists - Yes

Reservation approval - Yes

Mail notifications - Yes

Branding - Yes

Settings of the reservation text, tooltip and color depending on the reservation type and options

- Yes