I’m excited to be a part of the speaker lineup next weekend at SPS Baltimore. If you’re nearby, be sure to register (it’s free!) and check it out on Saturday, May 20. At the time of this post, there’s just one ticket left! Here’s what you can expect from me:
Let Microsoft Flow and SharePoint Designer Workflows Do the Work
Your team members would appreciate getting some time back. Give it to them in ten minute increments here, thirty minutes there by using Microsoft Flow and SharePoint Designer to build them thoughtful workflows that range from simple one-steppers to more complex and conditional multi-stagers, even across site collections. We’ll cover specific HR and Accounting scenarios in this session based on real-case experience at KU Libraries, including automation of some onboarding and off-boarding processes, simple automated management of otherwise complex item-level permissions, travel plan submission and approval, receipt submission and reimbursement tracking and more all through utilizing workflows to save you and your colleagues time.
Perhaps you, like me, built an exciting Microsoft Flow workflow and let it go into the wild without much additional thought. But at some point, you drop a lookup column into the mix and your Flow stops working. It tells you the field is not supported in query, even if that specific field isn’t being utilized in the Flow. I believe this has something to do with REST, but we won’t dwell on the cause – let’s get to the workaround.
The scenario I’ll be using is my cross-site publishing alternative using Microsoft Flow where I’m basically copying data from list items in one site collection to create new list items in a different site collection. This is helpful when someone does some sort of data entry once, and other people are then entering much of the exact same data. This copies all of the overlapping data to a new list item for the second site collection to reduce duplication of work.
It sounds simple but with a lookup column in the destination list we get the error. For this I’ll be using SharePoint Designer and Microsoft Flow (of course) in combination, though you could certainly try it all in Microsoft Flow. I just find parts of the process simpler in SPD. And while your origin data may be different (MailChimp, Twitter, etc.), and your exact scenario may differ, this workaround should still have value in concept.
You may, at some point, find yourself working with calculations among dates, including “today’s date” which conceptually seems simple but requires a bit of work to function correctly. You may have even created a “today” column that defaults to “current date” or attempted a calculated column only to find that the date will not automatically update each day or that calculated columns cannot show dynamic data like that. Fret no more.
Today columns are essential for use in calculated columns that tell you things like “days until event”, “days without incident” or “years of service” without needing to click any buttons or take any additional steps. Your list’s calculated columns using your new Today column will always accurately reflect calculations using the current date. We’re going to create our solution via SharePoint designer workflow and a new Today column. Continue reading “Creating a “Today” column in SharePoint that always gives today’s date”
A zero-maintenance tool I find quite useful in a SharePoint calendar, particularly if your organization is not using Exchange for email, is to provide users a quick option to save something they see on a SharePoint calendar to their own calendar. Spend 5 minutes on these few instructions and your users can reap the benefits for years to come.
Basically we’re going to add a calculated text column called iCal which will use the list’s GUID (easy to get, don’t worry) and the specific calendar item’s default ID number to generate a clickable .ics (iCal) file link. Let’s get started!
Continue reading “Automatic iCal (.ics) hyperlinks for SharePoint calendar items using calculated column”
This is a popular request that I’ve recently modified, thanks to the recommendation of a colleague, to be responsive to different device or browser sizes. By default, SharePoint lists respond to their viewer’s size but once customized with a fixed pixel width will lose that feature. This solution utilizes percentages so you can create column widths ideal for any screen.
Continue reading “Adjust SharePoint list column widths in classic view”
In a recent post, I discussed hyperlinking URL title text and adding tooltips. I used the above screenshot which also illustrates what we’ll accomplish in this post which is to remove the select/deselect checkmark column, column headers, toolbar edit/new options and chrome border. This leaves us with a simple title and list. Pick and choose what you’d like to remove for your specific needs, and let me know if you run into any issues.
Let’s put those link lists to good use. I wanted one master or parent link list with a number of views. I would then use those views in different list view web parts across my site, removing the toolbar (view/edit/add options), column headers, chrome border and select/deselect checkmark column so that essentially I had a section of my page with a header/chrome title like “HR Forms” (removing default link to “parent” list) and then just a list of hyperlinked form titles with tooltips providing more info on each form as seen above. This post will cover how to get the hyperlinked title text with tooltip. Another post coming soon will cover the “clean-up” of the list view web part so that you’re left with a title and list items alone. Continue reading “Creating hyperlinked titles with tooltips in SharePoint link lists using SharePoint Designer workflow”
Highlighting specific column headers can be useful in drawing attention to specific information areas to make sure they’re complete or just to aid users in seeing the most important info quickly.
You can insert this script in a Script Editor webpart or save it in a css file in your Site Assets and reference the link in a content editor web part on the list page (much more accessible and easy to edit later).
Simply replace “Column1” with the exact name of your column header. Repeat the script as many times as you wish for each column header you want to highlight. Remember to change the script if you change a column name. And if this yellow isn’t your thing, check out this color wheel to help pick a new color code to use in your script.
I recently ran into the following error message in Microsoft Flow that was triggered by a SharePoint – modified list item flow: “The query to field ‘/fieldname/LinkTitleNoMenu’ is not valid.” You’ll see this message in some cases when lookup columns are being utilized on the lists you’re referencing in Microsoft Flow.
This error was caused, at least for me, as a result of setting my “destination” list’s lookup column setting to display as Title (linked to item) instead of just Title. The following details the steps involved in fixing it.
Continue reading “Solution: Microsoft Flow error “The query to field ‘/fieldname/LinkTitleNoMenu’ is not valid””
In one of my projects, we built a directory largely based on this article with content created by Stacy Deere-Strole of Focal Point Solutions. Something we ran into was wanting to include multiple departments in our base search query (not refiners, as that only narrows our results instead of expanding them). We also wished to eliminate multiple results in the JobTitle property within the query text. While this is a simple solution, hopefully it will save you some trial and error in writing your search language.
Continue reading “Including or excluding multiple property filters in SharePoint search results web part query”