SharePoint – PeopleZen This months birthdays


Hello everyone. Today I´m going to show you how you can create a Webpart page showing this months birthdays by using 2 SharePoint 3rd party products called FilterZen and PeopleZen.

But First: I want to thank all of you for your kind words and comments.  They made me really happy. Thank you 🙂 I´ll try to answer all of them soon.

Okay. Let´s get down to business.

The first thing you need to do is to download the following products:

Important: You will also need to setup the User Profile Service and import some profiles to test you configuration.

Simply run the Setup Wizard of the products as Administrator on your SharePoint server and deploy the solutions and you are ready to go.

Now go to your SharePoint site.

sharepoint_peoplezen_features_deactivated

Go to Site Collection features and activate the following features:

  • [Roxority] FilterZen Filter Web Part
  • [Roxority] PeopleZen Web Part

sharepoint_peoplezen_features_activated

Now go back to your SharePoint Site and add the following Web Parts:

  • [Roxority] FilterZen Web Part
  • [Roxority] PeopleZen Web Part

sharepoint_peoplezen_add_webparts

Next Edit the PeopleZen Webpart and choose Connections -> Get Filters From -> <Your FilterZen Web Part>.

sharepoint_peoplezen_create_connections

Next the following dialogue will open:

sharepoint_peoplezen_send_values

Choose Send Filter Values To as Connection Type and click on Finish.

sharepoint_peoplezen_add_birthday

Next Edit the PeopleZen Web Part and go to User Profile Properties. And now choose Birthday in the dropdown list below Add known field:

sharepoint_peoplezen_ignore_year_day

Now check the following checkboxes:

  • Ignore year when filtering by date range fields (such as hire date or birthday) for annually recurring dates
  • Ignore day when filtering by date range fields (such as hire date or birthday) for “any date in month X” 

sharepoint_peoplezen_caml

The next step is to edit the FilterZen Web Part and choose CAML Direct filtering mode as Filter Mode.

sharepoint_peoplezen_add_date_filter

Next add a new Date Filter.

sharepoint_peoplezen_date_filter_properties

Now enter SPS-Birthday as value for the Column / filter name textbox. And enter today as value for the default date filter value(s) textbox.

sharepoint_peoplezen_date_filter_advanced

Now go to Advanced Filter Properties and make sure that the value for filter operator is set to equals.

To finish your settings click on Apply and OK.

sharepoint_peoplezen_finished

That´s it. Your finished Web Parts will now display all user profiles of users whose birthday is this month. I hope you liked my post. See you next time.

Sources:

http://roxority.com/peoplezen/

http://roxority.com/filterzen/

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One thought on “SharePoint – PeopleZen This months birthdays

  1. ozgur says:

    hello, this is very useful article. One question is can we send email on birthdays ? Thanks.

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