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We are pleased to present below all posts tagged with 'SharePoint Designer'. If you still can't find what you are looking for, try using the search box.
I’ve had this come up multiple times lately, and I thought I’d put up a post to help get the information all in one place. Now that we’re moving away from SharePoint 2010 and dealing with SharePoint 2013/2016/Online more often, folks still want SharePoint Designer but are confused which version they need. You want to be sure to get the latest and most patched version, which requires more than one download.
On a recent client project, we’re working to implement a task-based tracking solution in SharePoint 2010. There is a parent Project, and that Project has a template set of tasks the workflow creates with due dates. Then the requirement came up where if the Project due date changed, all of the task due dates needed to be updated to. Read on to see how I show you an easy and simple no-code way using workflow to tell if a field changed.
You've been there, we all have. At one point or another, we loved InfoPath and were disappointed at the news it would be discontinued. We waited with anticipation to see what was going to replace it. It's been quite the gray unknown for a long time, and in part the Ignite conference this year didn't make any overwhelm anyone with any big announcements in this regard. But that doesn’t mean there wasn't one.
Keep reading to get my thoughts and what was announced and where the planned future of InfoPath is going.
Have you ever opened SharePoint Designer, clicked on Workflows, and saw nothing? I sure did and was able to fix it. In today's blog post, we'll do a quick primer of SharePoint reusable workflows, then I'll discuss the problem and all the troubleshooting I did to try and fix the issue. Finally I'll review the magical steps necessary steps I took to actually resolve it.
I was working with a client recently in a simplified signup site. In effect what was needed was to make the fields read only based on the role of the user. Follow me as I walk you through the steps using only SharePoint Designer, no code or InfoPath required!
Every so often while working in SharePoint, you encounter a feature that has almost no documentation or you can’t find anyone with a similar issue. This happened to me when I was trying to configure a workflow to move a document set to a Records Center. After I got this to work, I wanted to try and save others the grief and frustration that I experienced. If “Unknownerror” means anything to you, this post is for you.
This action might be useful in document management scenarios, where documents have a formal “approval” process, and management policies are defined to “expire” them to meet retention policies. Once expired, they would be removed from the current location and moved to another location, specifically a Records Center in this case where they sit waiting to be purged from the system.
If you have spent any amount of time with SharePoint 2010, you have seen the “lightbox” feature which allows the SharePoint user to remain on the same page, providing a pop-up dialog box, while dimming the background – very Web 2.0!
This “lightbox” dialog can be enabled/disabled within any list in the Advanced Settings.
WOW! That is my first impression of seeing SharePoint Designer 2010 demonstrated in today’s ignite training. It is absolutely revolutionary!
The instructor basically called the product a complete re-write over the previous 2007 version and you will easily see why.
You can now connect to SharePoint Designer through the ribbon directly from your SharePoint 2010 site, or you can open the site directly in the client.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.