This is my intro to conditional formatting & rules/validation when customizing SharePoint new item forms with PowerApps in Office365. The journey of a thousand conditional formats and rules begins with one basic understanding. Hope this helps!
Did you test PowerApps to customize a list’s new item form & want to switch back? Here’s how.
Though sad to be leaving KU Libraries, I’m excited and grateful for the opportunity to start as SharePoint Systems Engineer at Lawrence Memorial Hospital in January.
Note: I previously shared how to do this in SharePoint Designer. The following method utilizing Flow is better, and does not use loops/pauses.
It’s well-known that SharePoint calculated columns don’t permit [Today] to be used as a formula for a calculated date column. And the “default to today’s date” setting only works upon creation, and doesn’t update daily. But we can create a standard date column and have Microsoft Flow automatically update it daily for us, therefore allowing us to effortlessly perform calculations against today’s date such as:
- Age =(TodayDate-Birthday)/365
- Years of Service =(TodayDate-StartDate)/365
- Days Past Due =(TodayDate-DueDate)
- Weeks until summer break =(SummerStart-TodayDate)/7
Here’s how to create your own, always accurate/updated, today column (see bottom of post for video):
Automatically create and send reports, files and lists on a regular schedule using Microsoft Flow’s recurrence trigger. Whether hourly, daily, weekly or monthly you can deliver the most current and relevant data from SharePoint or OneDrive to interested parties via email without lifting a finger. Combine this with calculated columns in SharePoint and conditions for some awesome possibilities:
|Report costs or expenditures above a certain amount||Current month’s birthdays and/or workiversaries to your secretary||Send expenses per department or individual to that department or individual||Budget and salary or payroll figures weekly|
|Notify when an open ticket is idle for a week or incomplete||Upcoming events per location||Share evaluation status with supervisors for just their employees||Recently closed deals and contracts|
|Survey responses or reviews under 3 stars||Upcoming deadlines per department||Client info and updates to proper salespeople based on location or product||Distribute new hires’ contact/location info to the organization in weekly batches|
The first time I created a flow for a list with over 100 items, I noticed an “Apply to Each” block stopping at 100 items. It’s a simple fix:
Microsoft Flow mobile buttons are magical. One touch on your mobile device, and gears start turning to retrieve and deliver the data you need when and how you need it. Recently, I set out to deliver all Microsoft Forms responses to a recipient on-demand as an excel file using a Microsoft Flow mobile button they could press whenever they wanted the results. I also created a button someone could use to be sent all the birthdays coming up in the next week for our organization whenever they need it. You can adjust the following steps to fit your situation and tools, but the following outlines two ideas:
- Sending someone all responses to a Microsoft Forms survey whenever they press the button (Take a snapshot in time of responses, or pull up-to-the-minute feedback into your meeting)
- Sending someone SharePoint list items in an excel sheet that match a certain criteria (Projects ending in the next two weeks)
There were so many great sessions this year at the #Collab365 24-hr Global Conference. Check out my highlights.
Even if your SharePoint site’s regional settings are correct (or whichever data source you’re pulling from), Power BI could convert it to the wrong time zone upon import. It’s a quick fix, luckily. Instead of using your “modified,” “created” or other date field in your report, we’ll create a new calculated column in Power BI to use with an accurate time zone.