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Yesterday in a SharePoint 200 session I gave at Lawrence Memorial Hospital, I shared one of my favorite SharePoint “nuggets” which is the “Edit” icon available out-of-the-box, and easily added by any level of user in just 4-5 steps.

This edit icon column can be added to any list or library view in SharePoint and allows you one-click access to edit the properties of a document or edit a list item or form. In addition to that it’s security-trimmed, meaning only people who have edit/contribute permissions will actually see the icon at all. Everyone else will only see an empty column.

To add the column, you must have the ability to create or modify views and list settings.

Note this is only available in classic view lists and libraries. In the O365/Modern experience you can simply select an item, click “Edit” and the right edit pane appears to allow a similar experience.

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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:

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Microsoft Flow mobile buttons are magical. One touch on your mobile device, and gears start turning to retrieve and deliver the data you need when and how you need it. Recently, I set out to deliver all Microsoft Forms responses to a recipient on-demand as an excel file using a Microsoft Flow mobile button they could press whenever they wanted the results. I also created a button someone could use to be sent all the birthdays coming up in the next week for our organization whenever they need it. You can adjust the following steps to fit your situation and tools, but the following outlines two ideas:

  • Sending someone all responses to a Microsoft Forms survey whenever they press the button (Take a snapshot in time of responses, or pull up-to-the-minute feedback into your meeting)
  • Sending someone SharePoint list items in an excel sheet that match a certain criteria (Projects ending in the next two weeks)

If you’re using a document Name field in a workflow but it’s not working as expected, it could be because there are apostrophes () or ampersands (&) in document names. In this case, SharePoint evaluates apostrophes () to &#39semicolon and ampersands (&) to &ampsemicolon As you can see here, most other punctuation evaluates perfectly well:

cats

Note: This problem only occurs when using apostrophes and ampersands in document names, in document libraries. And we can fix the issue without needing to rename the files.

Document names cannot contain these punctuation marks: \ / . : * # “

Regular lists and document library fields aside from the Name field shouldn’t experience this issue. But if you’re using & or in your file names, and calling those file names in workflow, here’s how we can make it work:

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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.

workflowitemlevelpermissions

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!

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!