Blog entries related to Microsoft SharePoint and Office 365 solutions such as Power BI, Microsoft Flow, Power Apps and Microsoft Teams
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!
Read the rest of entry »
A few months ago I posted on How to Brand the SharePoint 2013 Global Navigation if you were using the Managed Metadata service to render your navigation using a term set. The menu code renders differently if you use structural versus managed navigation. This post is going to look at how to leverage the same base CSS code but modify it to work on the structural navigation.
Measure twice, cut once. You’ve heard the saying, right? For this final habit, I wanted to take that saying and use it to illustrate a phenomenon that we often see in technology projects – lack of testing. I call it a phenomenon, because it often defies logic.
As part of an auction site I was working on for a client, one part of the solution was to use an InfoPath form for users to submit their bids. This post focused on how to get the dynamic images from a SharePoint Picture library.
Let’s face it - no one ever tells you to focus on the past. In fact, we’re all told, from very early on, to stay focused on the “here and now” and to look ahead to our future. While it may be a bit of a stretch, I would like to encourage those who are currently working on a project or getting ready to start a project, to take some time to reflect on the past. Let me to explain...
There are a few different ways you can get custom links into the SharePoint 2013 suite bar. This method is going to utilize jQuery to inject these links as the page loads and has the added benefit of working in SharePoint Online as well. We'll look at how to accomplish this for both on premise and online.
Technology is wonderful thing, but never forget that it’s not the only thing. What I mean is this - while technology can provide us with new ways of doing things, automation of tasks, and analysis we could only dream of doing on our own, technology should never be a substitute for your people and your process.
When working with SharePoint, you occasionally need to work with related data. Since SharePoint isn’t setup for true relational data, that means we’re typically working with lookup columns from a child to a parent list. This is all fine well and good, but I had a client ask me for some special filtering and output with this related data. After reviewing my options, I found that the quickest way to do this (in under 15 minutes) is to use Microsoft’s Power Pivot add-in for Excel. No SharePoint Designer required! If you have Excel 2010, you will need to download and install the add-in. If you use Excel 2013, the add-in is already installed, you just have to enable it.
Trips (or projects) do not complete themselves. It takes “unseen” things to make it all happen, and that is where this habit will focus.
Whether you are using SharePoint 2010 or SharePoint 2013, it is very likely you are taking advantage of the Managed Metadata service for taxonomy and other purposes. Hopefully you have a development / test environment in addition to production, and if so you know it’s a struggle to keep them in sync. If your groups, term sets and terms are not identical down to GUIDs between the two environments, if you move a database from one to the other then all your terms will be broken… not good.
The point of this blog is not help you sync your environments with metadata. Let's dive in.
There are many opportunities for projects to veer off of course, not due to the unexpected, but due to completely avoidable items such as forgetting the definition of success, lack of focus, an individual personality, or a new technology coming to market. Think you’re immune and that “This will never happen to my organization!”? Unfortunately, in our experience we’ve seen it happen to the very best organizations, which is where this habit comes into play. No one has the intention of taking a cross-country road trip to Santa Monica, only to end-up in Fargo (no offense), or worse yet, to simply stop driving somewhere in Arkansas (again, no offense), and say, “Let’s do something else now.” At the end of the day, technology projects are no different. My guess is, you started the project in order to actually finish the project (and on time and under budget would great too!).
Habit 1: Chart Your Journey
Before you begin your project, define what a successful project will look like, and you have set yourself up for success from the start.
I recently needed to migrate all documents that hadn’t been modified in 90 days in all SharePoint webs within a SharePoint site collection to a records center. Here is a quick and easy way to accomplish this task.
After having some pleasant discussions in the SharePoint Yammer SPYam community on this subject and finding almost no information online about this topic, I thought I’d put some fingers to keys and do my part to share some information. This post assumes you have basic concepts and knowledge of SharePoint taxonomies, but review TechNet if you need more info or to get up to speed on the basic concepts.
If you have ever managed an Anonymous SharePoint site you know that working with Office documents is a pain. SharePoint and Office try to be smart. SharePoint passes a path to the to the Office application and then the Office application goes out to the web application to get the file. This post is going to provide you with a way to override the default link for Office documents within SharePoint so you can avoid all the log-in prompts.
While working on a client request recently, I came across a way to easily work with date and time values in a SharePoint Designer 2010 workflow. I was able to solve this using only SharePoint Designer. I reviewed other solutions, and I will give links to a couple others in case they are needed. This worked for me, and I didn’t see anyone else with this exact solution so I thought I would share for the greater good.
I recently got a request from a client that had a lot of employee engagement around blogging and they wanted to bring that front and center on their intranet home page. We were already rolling up an executive blog to the front page using the Content Query Web Part styled with some custom XSLT. They wanted it styled to look exactly the same, but using the CQWP again was out of the question since these employee blogs were coming from the user My Sites.
While working on a PowerShell script to do some updating list items in SharePoint, I first had to get some properties from the user account in Active Directory. The end goal was to update a managed metadata field, choosing terms based on the root OU that the user resided in Active Directory. I found an easier way to do this with PowerShell and wanted to share.
If you’ve gotten to this page, it’s because you or your users make heavy use of SharePoint lists, and the inevitable request came up “Ok this is great, but I can’t print this item, help!”. Like most things with SharePoint, there is no one right answer (sometimes there is!), but some are definitely easier than others or better depending on your needs. I'll show you a couple different common solutions out there in one place, and what worked for me.
A client contacted me the other day about some help with printing a picture library. I found a simple way to do this, and I wanted to share to hopefully save someone some grief.
I've seen folks all over the interweb and even a client of mine hit this issue, so I wanted to take a moment in this blog to document it for posterity. It deals with the Usage logging features of SharePoint, and the all too familiar Microsoft bugs.
In this post I wanted to share a resolution to an issue I had with a client recently. At first I thought this was going to be a difficult issue, but as luck would have it the resolution was amazingly simple if you know what to look for.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
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.