ONENOTE_2018-07-06_12-04-26

This post illustrates how you can accomplish adding sections to the left pane, and moving the pages pane from the right-hand side to the left as seen above.

Move Sections from Top to Left

In a recent training session, I was asked if it were possible to move sections from the top to the left in OneNote. The answer is “sort of”. We can get sections on the left also, but we can’t get rid of them from the top. There are two ways to accomplish this:

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2018-07-03_15-44-13

I recently developed the above solution for a project requiring attachments at multiple points throughout the form. Originally I considered just placing a static “attachment button” in multiple places, but I came up with this and liked it better.

So if you also have long forms for your SharePoint lists, and you would like an easier way for end users to add attachments to list items, ditch the out-of-the-box ribbon menu attachment button and try this “floating attachment box” solution instead.

save cancelWhen 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 now taken by duplicate buttons. Here’s how to get rid of the spare buttons and get back to designing and tweaking your custom new item form.

SharePoint lists have a default limit of 5,000 items per view. But lists can contain 30 million items (just not all available in one view). Since you’re reading this, perhaps you’ve already learned this from an error message such as:

The view cannot be displayed because it exceeds the list view threshold (5000 items) enforced by the administrator.

To view items, try selecting another view or creating a new view. If you do not have sufficient permissions to create views for this list, ask your administrator to modify the view so that it conforms to the list view threshold.

First of all, when in doubt, refer to the documentation provided by Microsoft. Read it carefully to understand limitations in your specific environment, explanations of various actions and rules and the permissions required to correct the issue.

Here’s my summarized version:

I frequently reference two resources linked at the bottom of this post that speak to the features unique to 2010 and 2013 workflows. Unfortunately, once you pick which workflow platform you’ll be building upon you can’t switch. So it’s important to use these lists in your evaluation phase to make sure you’ll be picking the right platform for the job. Keep in mind, you can always start a 2010 workflow from within a 2013 workflow.

WORKFLOWvs

Perhaps one of the most useful automated processes out there is the ability to do approval processes. We fortunately have two tools on-prem or online that allows us to perform this action. Microsoft Flow offers some incredible connectivity between services (like approve a Tweet and post it, approve something from Google Docs and have it moved to SharePoint, etc.), but the approval process itself is very simple at this point and doesn’t offer some of the more robust features and customization options we get in SharePoint Designer 2013 approval processes.

I also will use both tools in the same business process occasionally, because they both have unique strengths.

But which do you use for approvals?

The quick answer to the question is: Use Flow for simple approvals, or approvals that involve multiple sites or external services. Use SPD for more complicated processes and customization options for approvals that involve a single site.

visioerror

If you’re new to exporting SharePoint Designer workflows to Visio, chances are you’ve seen this message.

“Visio cannot open the file because it’s not a Visio file or it has become corrupted.”

Opening the exported Visio file is not intuitive (export, open), but also isn’t complicated. Instead of opening the file directly, you need to import it from within Visio.

today at LMH

Below on the left are two traditional, out-of-the-box solutions for showing Today’s events in SharePoint. Notice how both take up a lot of extra space repeating today’s date (which we don’t need to see at all in a web part called “Today’s Events”) or showing gray space where there are no events. Soak that in – prime real estate on your home page goes to non-existent events. These also may require overlays and other manual labor processes that need adjusted every time a calendar is added or removed.

But on the right is what you could have. It uses search instead and displays events from all calendars a user has access to in one place. It shows only the necessary information on the home page and links to full details. And with a little CSS included in this post, it can look polished and themed. Imagine all you could do with that saved space on your home page…

Also seen above: Adding local weather to your SharePoint intranet home page
and a “this week’s menu” button for your intranet