Lookup columns aren’t friendly to a lot of things. Power BI reports, calculated columns, creating new items via workflow when both lists have lookup columns, if/then statements, etc. Especially when your lookup column is looking up to a list from another site, not the same subsite in which you’re working.
A previous scenario required that I create a new item in a different site’s list when conditions were met in the origin site’s list item. Both lists used the same lookup column, and I received the “lookup is in another web” error when trying to do a direct copy via workflow, from lookup column to lookup column. The solution ended up being creating a new item in a temporary, lookup-free list that received the lookup values just as text. Then SharePoint Designer copied those over to the final list, which received the text and happily converted it back to the appropriate lookup values. See the full solution here.
This post will focus on the same error message, but this time is triggered by a SharePoint Designer workflow in a different scenario where we just want to convert our lookup values to text so we can use them for various purposes.
To save you time, I also tried (and failed) at these potential solutions before finding success:
- Setting workflow variables to the lookup values and trying to set the variables to text values, or use the variables in my if/then statements to create new text values (this defeats the purpose of using lookup columns, of course)
- Using a number of combinations of Microsoft Flow and SharePoint Designer to get the data from the lookup column extracted then “pasted” back in as text
So let’s get to the solution. Feel free to comment with your scenario specifics – I’ve had a lot of experience with this error, and would be happy to help.
Continue reading “Solution: Converting lookup values to text and working around SharePoint error “lookup list is in another web””
Item-level permissions come in handy for a number of situations. Here are some examples and food for thought:
- Travel plans are submitted to a list, but only those in people columns (supervisor, director, traveler) are allowed to see or find the plan by search.
- Allow “content owners” to edit documents, and everyone else to view only.
- Allow non-admin individuals to set editing permissions for documents or list items by populating a people column
Using a SharePoint Designer 2010 Workflow and an impersonation step, we can:
- Add list item permissions
- Inherit list item parent permissions
- Remove list item permissions
- Replace list item permissions
This tutorial will use the “replace list item permissions” action. Whenever you’re replacing permissions, you must remember to INCLUDE YOURSELF or admin individuals in the replacement permissions or you won’t be able to access the content or help with troubleshooting. Let’s begin!
Continue reading “Automating item-level permissions in SharePoint document libraries and lists”
This tutorial works for any Microsoft-Flow connected social media platform, but we’ll specifically go through the steps for setting up a Twitter tweet and Facebook post submission system. We’ll be utilizing Microsoft Flow’s new “Approval” feature. Here’s our (and maybe your) scenario.
- We want to allow broader participation in social media content, while still maintaining a close grip on the quality and management of our platforms. This is more inclusive, increasing engagement and also giving you more eyes and ears throughout the organization while maintaining control
- Individuals will submit their ideas (can be via direct email to a list, a form, PowerApp, etc. – we’ll use a list)
- Social media manager or team will approve or reject submissions which will then be automatically posted to the applicable social media network if approved. See bottom of post for additional challenges to enhance this system.
Let’s get started!
Continue reading “Microsoft Flow approval of Twitter tweet and Facebook post submissions via SharePoint list”
This is a fairly simple solution that takes a date column, compares it to another date and gives you an answer in years (or days, or whatever you want). You’ll need to already have date columns to work with, and if comparing the date to today (years of age, membership, service, etc.) you’ll need a today column (hidden from the view above). This previous post will help you rig a “today” column that is always accurate without needing to update list items manually. Of course all of the following solutions work for any two dates (i.e. day span of vacation request), I’m just sharing specific examples that would involve “Today”.
Continue reading “Date calculations using “Today” in SharePoint lists for years of service, days without incident, etc. (includes using blank date values)”
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”
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.