Set multiple choices as default values for checkbox fields in SharePoint forms

I recently worked on a project for a client that needed 2/3 checkbox options checked by default on a new form. While not as straight-forward as other field types, it’s still certainly possible. Go to List –> List Settings (server/on-prem) or settings wheel –> List Settings (online/O365) Click the name of your checkbox/choice column to edit […]

Replace SharePoint attachment paperclip icons with actual hyperlinked attachment names in list views

You can attach documents to SharePoint list items. However if you add the “Attachments” column to your list views, you get a column that only shows a paperclip icon (see below) if there are any attachments. Clicking that paperclip also won’t open any attachment or the list item to view them. It’s strictly an image. Here’s how […]

Solution: “We’re sorry. We can’t open {file} because we found a problem with its contents.”

When using SharePoint Designer workflows to automatically create documents from a template you might run into an error message: “We’re sorry. We can’t open {file} because we found a problem with its contents.” Or if you’re just opening it within the browser web app instead of the Word client, you might have seen: “Sorry, Word […]

Automatically open SharePoint 2013 workflow tasks in Edit mode for easy one-click approvals

On one of my recent projects, a client asked if it would be possible for the link to a task within a workflow notification email to open the task in “edit” mode instead of “display”. If you’re unfamiliar with SharePoint 2013 task processes built in SharePoint Designer, here’s what their process looked like prior to […]

Win a free full-conference pass to SPTechCon in Boston Aug 26 – 29

SPTechCon is one of the largest SharePoint and O365 conferences available. You can win a free full-conference (4-day) pass simply by tuning in to next week’s Lawrence SharePoint User Group (LSPUG) meeting. Microsoft MVP Melissa Hubbard and April Dunnam will be presenting “Microsoft Flow and SharePoint: Integration and Automation”. Learn more about the session here.

How to remove the extra “Save” and “Cancel” buttons in a custom new item form in SharePoint

When you create a custom new item form in SharePoint Designer, you get a bonus set of “Save” and “Cancel” buttons automatically generated. One set at the top, and one set at the bottom (as generally seen on default forms). Chances are if you’ve created a custom new item form, you had other intentions for the space […]