SharePoint has many out-of-the-box (OOTB) ways to improve the way data is displayed in lists and libraries. Many of these can alleviate headache your users experience when adapting to a new way of working with their abundance of ever-growing information. Let’s check out a few things you can do right now, in less than five minutes:
Prevent horizontal scrolling by carefully selecting displayed columns
Sometimes you need the number of items in a list or library for reporting, notifications, or just curiosity. The following details three methods you can use to get the count of items for different purposes.
Use Microsoft Flow to get the number of items and use in various ways
Add “count” to the top of a classic view SharePoint list for all to see
Quickly find “count” just for your information in site contents or list settings
You know that one file, right? The one named “Agenda.docx” in the folder called “November” in the “2008” folder in another folder called “DO NOT Delete” in the “Archive” folder of the “Retired Committees” folder?
Me either. And chances are you don’t need it anymore. But managing team/department documents on traditional shared drives has challenges like this all the time, with management, retention, content ownership, etc. SharePoint, however, can greatly assist in keeping your content current, relevant and organized.
Of course making the switch from shared, common network drives to SharePoint can be intimidating. But the benefits of doing so are well worth the effort to make your team work more efficiently. This post will highlight 10 features in SharePoint you can’t necessarily get from shared network drives:
In Power BI there are several custom visuals available, such as Elastacloud’s Calendar Visual, that show the density of events over time. However, if your data includes date ranges (start date with a different end date, such as task/project lists), visuals like these will only understand one of the two dates (whichever you’ve chosen for the data value) and none of the dates in between will be accounted for, making your data visualization incorrect.
You can, however, “expand” these date ranges or durations to create rows for all the dates including start, end and those in between. This way each date that’s part of the range is then graphed appropriately.
You can attach documents to SharePoint list items. However if you add the “Attachments” column to your list views, you get a column that only shows a paperclip icon (see below) if there are any attachments. Clicking that paperclip also won’t open any attachment or the list item to view them. It’s strictly an image.
Here’s how you can replace that paperclip on each row with the actual name(s) of your attachment(s) linked to the actual attachment(s).
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: