On one of my recent projects, a client asked if it would be possible for the link to a task within a workflow notification email to open the task in “edit” mode instead of “display”. If you’re unfamiliar with SharePoint 2013 task processes built in SharePoint Designer, here’s what their process looked like prior to our change:
Someone submits form
Approval request sent to manager
Manager clicks link in email to open task
Manager clicks “Edit”
Manager clicks “Approve”
They wanted to eliminate step 4 to make the process as easy as possible (one-click after opening link in email). Here’s what we ended up doing:
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:
DateKeys are essential for relative time measures. In “manage relationships” you tie the ‘DateKey'[Date] to a date field in each of your data sources. Giles Walker shared an excellent solution for a robust DateKey that includes measurements and calculations you’re sure to find useful. Here’s that same solution I’ve modified and expanded to be as useful as possible.
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 ' and ampersands (&) to & As you can see here, most other punctuation evaluates perfectly well:
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.
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:
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.