Automatically open SharePoint 2013 workflow tasks in Edit mode for easy one-click approvals

one-click approval

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:

  1. Someone submits form
  2. Approval request sent to manager
  3. Manager clicks link in email to open task
  4. Manager clicks “Edit”
  5. 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:

Continue reading “Automatically open SharePoint 2013 workflow tasks in Edit mode for easy one-click approvals”

Rearrange OneNote 2016 so pages pane and sections are visible on left

ONENOTE_2018-07-06_12-04-26

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:

Continue reading “Rearrange OneNote 2016 so pages pane and sections are visible on left”

How to create a powerful date table or DateKey in Power BI

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.

Continue reading “How to create a powerful date table or DateKey in Power BI”

Reverting to default SharePoint new item form instead of PowerApps custom form

Maybe you’ve made a PowerApps customized form but want to switch back to the original SharePoint new item form. Here’s how:

Continue reading “Reverting to default SharePoint new item form instead of PowerApps custom form”

Dealing with &#39 and &amp in SharePoint Designer document library workflows

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:

Continue reading “Dealing with &#39 and &amp in SharePoint Designer document library workflows”

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!

Continue reading “SharePoint workflow that creates a document based on a template”

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.

Continue reading “Alternating row shading in a SharePoint list”