Opportunity Team - Opportunity Role

Hi,
We're trying to make the Opportunity Team RI > Opportunity Role field to be auto populated when a user is added, by having this default value:
JoinFieldValue('<User>',[<UserId>], '<Division>')
NOTE: We're using Division field from User record type for testing purpose only.
This does not work though.. the Opportunity Role field is not getting populated. We tried putting a constant string to the default and it works.
Any suggestions?
Thanks,
Jasmin

Whenever a new record is created, fields that have a default setting are immediately evaluated before the new record form is displayed to the end-user. In the case of Opportunity Team, if you specify a literal value for the role field, it is immediately displayed (as you have tested). That is because the literal is a constant which is already available.
If an expression such as JoinFieldValue('<User>',[<UserId>], '<Division>') is specified, the application fails to resolve the Division because the UserId does not exist yet. Remember, the application attempts to resolve default values as soon as a user opens the Opportunity Team dialog and BEFORE a team member is selected. Specifying post-default = Y will not work either because the default value that was calculated and stored in the application memory is null.
This is how defaults work. The only way a role can be defaulted is using webservices because the web service can retrieve a user's attributes and insert the attribute as a literal.
Edited by: PMOnDemand on Mar 24, 2010 12:42 PM
Edited by: PMOnDemand on Mar 24, 2010 12:43 PM

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//8``Highlight the list tab in Quick Launch when the list view changes
var s9 = "</a>";
var s = s1+siteUrl+s2+listUrl+s3+itemId+s4+fileName+s5+listUrl+s6+itemId+s7+fileName+s8+itemTitle+s9;
htmlStr += s;
//console.log(htmlStr);
if (j != fileNameAry.length - 1)
htmlStr += "<br/>";
//if no attachments, set the <a> point to displayForm
else
htmlStr += "<a class='ms-listlink ms-draggable' onclick='EditLink2(this,28);return false;' onfocus='OnLink(this)' href='" + siteUrl + "/_layouts/15/listform.aspx?PageType=4&ListId=%7BE54A4FBB%2DDDC2%2D4F7E%2D8343%2D8A1C78757CF4%7D&ID=" + itemId + "&ContentTypeID=0x010079A1D928FF77984C80BFEF1D65C3809F' target='_blank' DragId='0'>" + itemTitle + "</a>";
return htmlStr;
function getAttachmentsNames(listName,itemId) {
var url = _spPageContextInfo.webAbsoluteUrl;
var requestUri = url + "/_api/web/lists/getbytitle('" + listName + "')/items(" + itemId + ")/AttachmentFiles";
var str = "";
// execute AJAX request
$.ajax({
url: requestUri,
type: "GET",
headers: { "ACCEPT": "application/json;odata=verbose" },
async: false,
success: function (data) {
for (var i = 0; i < data.d.results.length; i++)
if(i != 0)
str += "|";
str += data.d.results[i].FileName;
error: function (err) {
//alert(err);
return str;
3.2
How to make them work together
When selecting an option in the Drop Down menu, the Information menu and the List view will be refreshed separately.
When clicking the tiles, only the list view will be filtered and refreshed, the other parts will not be influenced.
When items created/modified, the whole page will be refreshed to keep all the numbers in each part updated. A workflow will also be triggered to inform engineers or reviewers the progress of an item or content.
3.3
Other customizations
3.3.1
ECB menu and permission control
As we need to refresh the page when new item or modify item, we put all the form pages in a custom modal dialog and execute the refresh in the success callback function.
There are three roles: Site owner, reviewer and engineer. They have limited privileges according to the roles they are:
Site owner: Full control on the list, can see all the buttons in the ECB menu;
Reviewer: There is another list which stores the names of each team and reviewers’ names of each team. The reviewer has limited full control only on the team they belong to. To other teams, the role can be seen as a visitor;
Composer
(create owner): The one who contribute an idea. For the ideas\contents from other teams, this role can be seen as visitor.
The ECB menu they can see is:
For the visitor, the ECB menu will only display a few buttons:
The code:
(function () {
var viewContext = {};
viewContext.Templates = {};
viewContext.OnPostRender = OnViewPostRender;
SPClientTemplates.TemplateManager.RegisterTemplateOverrides(viewContext);
function OnViewPostRender(ctx) {
$("a[title='More options']").removeAttr("onclick");
$(".ms-list-itemLink").removeAttr("onclick");
$("a[title='More options']").attr("onclick", "showMenuList(this);return false;");
function showMenuList(obj) {
var itemId = $(obj).parents("tr").attr("id").split(",")[1];
//show ECB menu
CoreInvoke('ShowECBMenuForTr', obj, event);
var teamId = getCurrentTeamId("Content Pool", itemId);
var styles = "";
if (isSiteOwner("Technet SharePoint Team Owners")) {
styles = "li[text='Delete Item ']{display:block;} li.ms-core-menu-separator:last-child{display:block;} ul.ms-core-menu-list > li:nth-last-child(5){display:block;} li[text='Edit Item ']{display:block;} li[text='Upload Document']{display:block;} li[text='Approve']{display:block;} li[text='Reject']{display:block;} li[text='Add Publish Link']{display:block;}";
} else if (isReviewer("List1_FAQ_team", teamId, "Reviewers")) {
styles = "li[text='Delete Item ']{display:block;} li.ms-core-menu-separator:last-child{display:block;} ul.ms-core-menu-list > li:nth-last-child(5){display:block;} li[text='Edit Item ']{display:block;} li[text='Upload Document']{display:block;} li[text='Approve']{display:block;} li[text='Reject']{display:block;} li[text='Add Publish Link']{display:block;}";
} else if (isComposer(obj)) {
styles = "li[text='Delete Item ']{display:block;} li.ms-core-menu-separator:last-child{display:block;} ul.ms-core-menu-list > li:nth-last-child(5){display:block;} li[text='Edit Item ']{display:block;} li[text='Upload Document']{display:block;} li[text='Approve']{display:none;} li[text='Reject']{display:none;} li[text='Add Publish Link']{display:none;}";
} else {
styles = "li[text='Delete Item ']{display:none;} li.ms-core-menu-separator:last-child{display:none;} ul.ms-core-menu-list > li:nth-last-child(5){display:none;} li[text='Edit Item ']{display:none;} li[text='Upload Document']{display:none;} li[text='Approve']{display:none;} li[text='Reject']{display:none;} li[text='Add Publish Link']{display:none;}";
includeStyleElement(styles);
//get current team id
function getCurrentTeamId(listName,itemId){
var teamId="";
var requestUri = _spPageContextInfo.webAbsoluteUrl +
"/_api/Web/Lists/getByTitle('"+listName+"')/items("+itemId+")?$select=MyTeamId";
// execute AJAX request
$.ajax({
url: requestUri,
type: "GET",
headers: { "ACCEPT": "application/json;odata=verbose" },
async: false,
success: function (data) {
if(data.d.MyTeamId!=null){
teamId=data.d.MyTeamId;
}else{
teamId="0";
error: function () {
//alert("Failed to get details");
return teamId;
//check whether is owner
//Technet SharePoint Team Owners
function isSiteOwner(groupName) {
var flag = false;
var requestUri = _spPageContextInfo.webAbsoluteUrl + "/_api/Web/effectiveBasePermissions";
// execute AJAX request
$.ajax({
url: requestUri,
type: "GET",
headers: { "ACCEPT": "application/json;odata=verbose" },
async: false,
success: function (data) {
var permissions = new SP.BasePermissions();
permissions.fromJson(data.d.EffectiveBasePermissions);
flag = permissions.has(SP.PermissionKind.managePermissions);
error: function () {
//alert("Failed to get details");
return flag;
function isComposer(obj) {
var flag = false;
var userId = _spPageContextInfo.userId;
var composerId = $(obj).parents("tr").find("a[href*='userdisp.aspx']").attr("href").split("ID=")[1];
if (composerId == userId) {
flag = true;
return flag;
//check whether is reviewer
function isReviewer(listName,teamId,peopleColumn){
var flag=false;
var userId=_spPageContextInfo.userId;
// begin work to call across network
var requestUri = _spPageContextInfo.webAbsoluteUrl +
"/_api/Web/Lists/getByTitle('"+listName+"')/items?$select=ID&$filter=(ID eq '"+teamId+"' and "+peopleColumn+"Id eq '"+userId+"')";
// execute AJAX request
$.ajax({
url: requestUri,
type: "GET",
headers: { "ACCEPT": "application/json;odata=verbose" },
async: false,
success: function (data) {
if(data.d.results.length>0){
flag=true;
error: function () {
//alert("Failed to get details");
return flag;
//insert style into page
function includeStyleElement(styles) {
var style = document.createElement("style");
style.type = "text/css";
(document.getElementsByTagName("head")[0] || document.body).appendChild(style);
if (style.styleSheet) {
//for ie
style.styleSheet.cssText = styles;
} else {
//for w3c
style.appendChild(document.createTextNode(styles));
3.3.2
Workflow email customization
The email will only be sent to engineer or team reviewer in the three scenarios:
When engineer uploads an idea or content, reviewer will receive an email;
When engineer uploads a content to an existing idea, reviewer will receive an email;
When reviewer approve/reject an idea or content, engineer will receive an email;
The design of the workflow process :
The email design like this:
Email to engineer
Email to reviewer
Let us know if you are interested in it. Happy coding!
Please click to vote if the post helps you. This can be beneficial to other community members reading the thread.

A good solution. Liked it very much. Can you please make it a technet blog for others.
[email protected]

Oracle UCM folder level access on the fly

Our requirement is like this. We have a folder named Projects.
One user with Project Manager role will create a new folder within the Projects folder and give access to this new folder to one user from the Project Team Member role. No other member from the Project Team Member role will have access to that folder.
Hence the access is not based on role or group but to an individual who will be selected on the fly.
If someone can help me resolve the issue, that would be of immense help.
Thanks,
Deep.

Well thanks again for your support. I saw you have given some detailed steps in another of my post. I have tried the ntk meanwhile in my own way and found something is working but not exactly what I want.
Let me tell you this is for a demo that needs to shown to the client in a couple of days and I have jumped into this thing shortly to help out but I am not an expert of UCM.
The requirement is like this -
There is a virtual folder called Projects.
The project manager will create another virtual folder under Projects and will give access it's access to only one of the project team members.
There are two roles PROJECT_MANAGER and PROJECT_TEAM_MEMBER.
If a user is either of these two roles s/he will see this folder. This works.
I have installed the ntk component and set SpecialAuthGroups=restricted under the General Configuration.
Added a new metadata DisclosureQuery.
In the Content Security Configuration Information page of NTK Administration, under the Read Options section set Yes for both Use Security and Limit Access and in the script area wrote
<$if isDisclosureQuery(xDocDisclosureQuery)$>
<$isNTKReadAccess=1$>
<$endif$>
Say the user XXX has role PROJECT_MANAGER. He creates a folder say Project X under the folder Projects and mark the security group as Restricted. And in the DisclosureQuery filed wrote
(UserName like 'ABC')
Now say there are two users ABC and JKL with role PROJECT_TEAM_MEMBER. They both can see the Projects folder. The ABC can further see the folder Project X under Projects where JKL does not see any folder under Projects folder.
But when ABC clicks on the Project X folder and tries to go inside it, the error message is thrown "Can not read folder".
PROJECT_TEAM_MEMBER has RW access on Restricted security group.
I even tried to put PROJECT_TEAM_MEMBER in the Query Role and Update Role select boxes in the Hit List Roles Configuration Information page. Not sure if I really need this.
This link helped me a lot - http://selvam2day.blogspot.com/2010/10/sample-step-by-step-implementation.html
But I am not able to resolve the last part.
You can help that will be much appreciated.

Opportunity Team - Opportunity Role

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