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SharePoint workflow that creates a document based on a template

Outcome:

process

docoutcome

Intro:

Look at that workflow above – have you ever seen something so beautifully simple? I’m excited to share several solutions with you in this one post. This post should cover the following:

  1. Working with content types
  2. Creating a template for each content type capable of having merge fields
  3. Finding a way to merge list item info into a new document via workflow
  4. And if you’re super ambitious, expanding the workflow just a bit with an if/then statement to use different templates based on conditions in your list

But because this is a massive topic and could be tailored an infinite number of ways, I encourage you to comment or tweet me for additional guidance more specific to your scenario. So here we go!

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Alternating row shading in a SharePoint list

outcomerowshading

Update 9/12/17: Video tutorial at bottom of post

Alternating list row colors can help your list go from zero to hero in just a few minutes. It’s another quick fix that makes your data easier on your viewers’ eyes and helps with user adoption, especially those coming from programs and platforms that had alternating row colors built-in.

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Resizing multiple SharePoint calendar overlay links

Outcome:overlaysbeforeafter.PNGIntro:

So you’ve made a SharePoint calendar. In fact, you’ve even made some different views for it and then made those views into overlays. Hoorah!

But now, looking at the finished product, the unevenness of the overlay links leaves something to be desired. This post will show you how to take your overlays and, in just a few minutes, turn them into a more polished look as seen above.

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