“Notify your team” option when you upload files to SharePoint

A newer feature in SharePoint allows you the option to “Notify your team” after a new file is uploaded. Your upload process is the same, but then your “upload complete” dialog now has an additional option:

When you select “Notify your team” you’re presented with options like sharing with SharePoint groups, or just individuals manually entered.

When finished, click “Notify” and the intended recipients receive a link that only works for them when logged in.

If you attempt to share with someone not in your tenant, you will receive an error as you can only notify people with existing access.

For these external users, you can instead separately share via the usual “Share” dialog when a file is selected. Here you’ll also find a newer feature that allows for blocking downloads if the “Allow editing” box is unchecked. This would prevent people making edits offline and creating multiple versions in silos.

How to create a SharePoint modal pop-up message on page load

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This solution involves two files:

  • The aspx page that holds the content of the pop-up
  • The script that loads the aspx page in a modal dialog upon page load
  1. Save this .aspx page to your “Site Pages” directory.
    -OR-
    Copy and paste the following into a new .aspx page in your Site Pages or Pages (Settings wheel –> Site Contents –> Site Pages or Pages) directory:

    Wrap this block in style tags:
    [code]
    h1 {
    color: #ed7522;
    text-align: center;
    }
    h2 {
    color: #ed7522;
    text-align: center;
    }
    p {
    color: #1f2844;
    font-size: 1em;
    }
    input {
    font-family: “Segoe UI”;
    font-size: 1em;
    }
    [/code]
    Paste directly beneath (no additional tags):
    [code]

    [/code]

  2. Modify the content in the aspx page beneath the modal-content div and above the input tag to include your own images, formatting and message text.
  3. Save this javascript file to your Site Assets (Settings wheel –> Site Contents –> Site Assets) or scripts folder
    -OR-
    Copy and paste the following into a new javascript file in your Site Assets:

    Note: Wrap the following in script tags:
    [code] _spBodyOnLoadFunctionNames.push(‘showPopup’);
    function showPopup() {
    var options = {
    title: “Notice“,
    url: “https://sharepointlibrarian.sharepoint.com/SitePages/HomePopUp.aspx” };
    SP.UI.ModalDialog.showModalDialog(options);
    }
    [/code]
  4. Update the script to include the URL of your newly saved aspx page and a title for the pop-up window (optional).
  5. Add a content editor web part to the page on which you’d like the pop-up.
    1. Edit page
      editpage
    2. Add web part
      insert web part
    3. Edit web part
      editwebpart
    4. Paste URL to the javascript file in your Site Assets and click “OK”
      content editor pop up
    5. Save page/stop editing
      stopediting

That’s it! Your pop-up should now function upon page load. When/if you wish to “turn off” the pop-up without deleting the files (so you can reuse later easily) just add “//” before line 7 in the javascript file and save to “comment out” the function. This prevents the pop-up from loading. When you’re ready to use the pop-up again just remove the two slashes and save.
comment out

I recommend using SharePoint Designer to easily access and modify the ASPX page and/or javascript file.

Generate and send reports, files or lists regularly with Microsoft Flow’s “recurrence” trigger

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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:

Alerts Calendar Relevance Routine
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

Continue reading “Generate and send reports, files or lists regularly with Microsoft Flow’s “recurrence” trigger”

Alerts/notifications for SharePoint site newsfeed webpart posts & replies

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One of the greatest business value features of a site newsfeed webpart would obviously be to know when people are participating, asking questions, etc. This way moderators or other interested parties could go in and respond in a timely manner. And while there’s no straightforward way to get these notifications from the webpart itself, there’s a workaround. Follow these steps once you have a newsfeed webpart on your site (by default, most team sites have them already).
Continue reading “Alerts/notifications for SharePoint site newsfeed webpart posts & replies”