Document Management Task Pane
Removed in 2010
Displayed (Office > Publish > Create Document)
In Excel 2003 this was the Shared Workspace task pane
A shared workspace is a folder on a SharePoint server where you can store workbooks where colleagues can savem edit and comment on.
This contains a set of hyperlinks that let you create and manage shared workspaces to promote web based collaboration.
Before Excel 2003 a workspace referred to a group of workbooks arranged in a particular window
This functionality still exists.
In Excel 2007 this has become the Document Management task pane
Use the Workbook's object SharedWorkspace property to work with the shared workspaces in Excel.
This property returns a SharedWorkspace object that you can use to share the workbook, update the workbook and navigate among other elements in the shared workspace.
ThisWorkbook.SharedWorkspace.CreateNew "https://bettersolutions.com", "testing"
Use the Connected property to check if a workbook is part of a workspace
The SharedWorkpace property always returns an object even if the workbook has not been shared.
Dim objSharedWorkspace As SharedWorkspace
Dim objFileDialog As FileDialog
Dim sFile As String
If ThisWorkbook.SharedWorkspace.Connected = True Then
Set objSharedWorkspace = ThisWorkbook.SharedWorkspace
Set objFileDialog = Application.FileDialog(msoFileDialogOpen)
objFileDialog.Title = "Add a file to shared workspace"
objFileDialog.AllowMultiSelect = True
objFileDialog.Show
For Each sFile In objFileDialog.SelectedItems
objSharedWorkspace.Files.Add sFile, , ,True
Next sFile
End If
ThisWorkbook.FollowHyperlink ThisWorkbook.SharedWorkspace.URL
Excel doesn't wait for FollowHyperlink to finish.
objWorkbook.CanCheckOut
objWorkbook.CanCheckIn
You cannot check a workbook back in using its own code.
Breaking the Link
You can remove sharing from a workbook stored in a shared workspace at two levels:
1) Delete the file from the sharepoint server. This breaks the connected for all users
RemoveDocument Property
Use this property to delete the currend document from the shared workspace
This leaves local copies that users have downloaded from the shared workspace.
If ThisWorkbook.SharedWorkspace.Connected = True Then
ThisWorkbook.SharedWorkspace.RemoveDocument
End if
2) Disconnect the local workbook from the shared workspace. This breaks the connection between the local copy of the workbook and the server.
Disconnect Property
This leaves the workbook connected to the shared workspace but disconnects just the local copy
Now the local copy can no longer be updated from or send updates to the shared workspace
If ThisWorkbook.SharedWorkspace.Connected = True Then
ThisWorkbook.SharedWorkspace.Disconnect
End if
There is no way of reattaching an existing local workbook to the server copy.
After a shared workbook is removed from the server any user who has a linked copy of the workbook is warned when he opens his local copy.
The warning is only displayed the first time the file is opened.
Files Collection
You can also use the Files collection to remove workbooks from a shared workspace.
This works well if you want to remove a file that is not the current workbook
Dim objFile As Office.SharedWorkspaceFile
If ThisWorkbook.SharedWorkspace.Connected = True Then
For Each objFile In ThisWorkbook.SharedWorkspace.Files
objFile.Delete
Next objFile
End if
Members Collection
Dim objMember As Office.SharedWorkspaceMember
If ThisWorkbook.SharedWorkspace.Connected = True Then
For Each objMember In ThisWorkbook.SharedWorkspace.Members
'quick way of sending an email
This workbook.FollowHyperlink "mailto" & "objMember.Email & "?Subject = Deleting File from server: " & ThisWorkbook.Name
Next objMember
End if
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