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SharePoint Designer: Filter Document Library with folders

  Asked By: Virginia    Date: Jun 16    Category: Sharepoint    Views: 9859

I would like to preform a Filter in a Document Library, to see
documents between 2 dates, using SharePoint Designer and Parameters.

I am able to do that a filter if the Document Library with NO FOLDERS.
If the DL has Folders this folders just disappear in the list view and
I am not able to see the documents inside the Folders.

Is there a way to do this with Folders?

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8 Answers Found

 
Answer #1    Answered By: Bo Stafford     Answered On: Jun 16

On my last post, when I say "I am able to do that a filter  if the
Document Library with NO FOLDERS", I mean:

"I am able to do such a filter if the Document Library has NO FOLDERS".


Can anyone help me in doing date filters in DL's that have Folders?

 
Answer #2    Answered By: Jocelyn Shelton     Answered On: Jun 16

Have you tried using the Content Query Web part? Would that be a viable
option in your situation?

 
Answer #3    Answered By: Joey Soto     Answered On: Jun 16

Content Query Web Part is not an option for us because:

. CQWP out-of-the-box uses fields and Content Sources pre-created at the
Portal. We do not have Content Sources in this specific Document
Libraries because we upgraded from SP2003 to SP2007 and by default there
are no Content Sources. Also, we have specific fields created by us that
do not show up in CQWP.

. CQWP out-of-the-box shows the document  title, which we do not use by
default and doesn't have useful information (in our case).

. CQWP as other web parts have fixed date filters and what we want is
the ability for the user to enter their one beginning and ending dates.

The method I tried works just fine if the DL has NO folders. But our DL
does have folders
(yanlinglei.blogspot.com/.../filter-between-two-dates-date-ra" target="_blank" rel="nofollow">yanlinglei.blogspot.com/.../filter-between-two-dates-date-ra\
nge.html
<yanlinglei.blogspot.com/.../filter-between-two-dates-date-ra" target="_blank" rel="nofollow">yanlinglei.blogspot.com/.../filter-between-two-dates-date-ra\
nge.html> ).

So, what I would like is to know how to achieve the same thing having
folders in the DL.

 
Answer #4    Answered By: Gerard Randall     Answered On: Jun 16

Do you want to see the folder in the results or you just want to see
the documents  in those folders  in the results?

The reason the folders "disappear" is because the folder dates  are
not within the range that you are putting. So I'm not sure how you
would go about keeping folder structure with a task like this. (not
really sure why it would be needed either)

What you could do if folder structure isn't important would be to
create another view  (all items view) that removes the folder
structure and shows all documents in the directory. This would fix
your problem. Again you will see no folders but you WILL see all
documents.

 
Answer #5    Answered By: Audra Mccormick     Answered On: Jun 16

I would like to see the documents  inside the folders  in the filter
results.

Even if I create a flat view  without folders and put the filter  by date
range inside  that view/page, when I finish the WP filter and connections
using SharePoint Designer, the Documents inside the Folders disappear
from the view (i.e. if I have all my documents inside folders I get to
see nothing. If I put some Documents outside the folders, directly on
the DL "root" I can see the Documents and filter them by Date).

Why do I have folders? Well, probably if I designed the DLs today I
would do a different thing. But these DLs came from the time of
SharePoint 2001 and have our company digitalized mails and the folders
stand for each year.

Naturally I face another issue which is the big size of the DL. I will
have to break the DL because I am facing performance issues and the best
thing is to have a DL for each year. The thing is that we have another 2
applications that write and read from the DL and they will have to be
change also. All this takes some time, so mean while… I would like
to work with the Folders I have.

 
Answer #6    Answered By: Christina Lewis     Answered On: Jun 16

Replicated your problem. This is what I did. Since you said you were
editing the page in designer, I did the same thing. Created a flat view
with no folders, and then when I went into SPD and converted it to XSLT,
the files disappeared and only folders  showed.

When you're in your data view  in SPD, and you have the Data Source
Details pane showing on the right, you'll see "Current Data Source" at
the top of that toolpane, and a link to open the details about that
current data source. Open that link.
There's a drop-down box that says "Item and folder scope". Change it to
RECURSIVE.

After that, you'll notice that the "name" field in your table will be
empty. For your data view, click to "Edit columns", and add the "Name
(for use in forms)" column.

 
Answer #7    Answered By: Meaghan Webster     Answered On: Jun 16

Oh, and then you'll need to make the Name field an actual hyperlink to
open the document.
See my latest blog post on that (in the part about linked sources)
spinsiders.com/.../ways-to-display-multiple-documen\
t-libraries/

 
Answer #8    Answered By: Sunny Delacruz     Answered On: Jun 16

It works. We have to do your transformation first and then apply the
Date Filters. But if we respect that order, it really works.

 
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