Forum Discussion
Best practices in document storage when using Teams
Thanks for all the help!
For anyone that might stumble across this thread in the future wanting to do the same thing (replace specific characters with another font), here's what I finally came up. Tested and works well.
Sub SymbolSubstitution() Dim rng1, rng2, rng3 As Range Dim newText As String Application.ScreenUpdating = False ' Find range to search over. Set rng1 = Cells.Find("*", [a1], xlFormulas, xlPart, xlByRows, xlPrevious) Set rng2 = Cells.Find("*", [a1], xlFormulas, xlPart, xlByColumns, xlPrevious) If Not rng1 Is Nothing Then Set rng3 = Range([a1], Cells(rng1.Row, rng2.Column)) Else MsgBox "Worksheet is empty", vbExclamation, "Error" Exit Sub End If ' Loop over cells in range. For Each cell In rng3 ' Only check non-empty cells. If cell.Value <> "" Then Call ConvertToSymbolAndReplace(cell, "Δ", "D") Call ConvertToSymbolAndReplace(cell, "Φ", "F") Call ConvertToSymbolAndReplace(cell, "Ω", "W") Call ConvertToSymbolAndReplace(cell, "α", "a") Call ConvertToSymbolAndReplace(cell, "β", "b") Call ConvertToSymbolAndReplace(cell, "χ", "c") Call ConvertToSymbolAndReplace(cell, "δ", "d") Call ConvertToSymbolAndReplace(cell, "ε", "e") Call ConvertToSymbolAndReplace(cell, "η", "h") Call ConvertToSymbolAndReplace(cell, "φ", "j") Call ConvertToSymbolAndReplace(cell, "λ", "l") Call ConvertToSymbolAndReplace(cell, "μ", "m") Call ConvertToSymbolAndReplace(cell, "π", "p") Call ConvertToSymbolAndReplace(cell, "θ", "q") Call ConvertToSymbolAndReplace(cell, "×", "´") Call ConvertToSymbol(cell, "~") Call ConvertToSymbol(cell, "&") Call ConvertToSymbol(cell, "+") Call ConvertToSymbol(cell, "%") Call ConvertToSymbol(cell, "<") Call ConvertToSymbol(cell, "=") Call ConvertToSymbol(cell, ">") Call ConvertToSymbol(cell, "°") Call ConvertToSymbol(cell, "±") Call ConvertToSymbolAndReplaceUnicode(cell, &H2219, &HD7) ' Bullet (must run after × to ´) Call ConvertToSymbolAndReplaceUnicode(cell, &H2211, &H53) ' Sum/sigma sign Call ConvertToSymbolAndReplaceUnicode(cell, &H2212, &H2D) ' Minus sign Call ConvertToSymbolAndReplaceUnicode(cell, &H2264, &HA3) ' Less than or equal sign Call ConvertToSymbolAndReplaceUnicode(cell, &H2265, &HB3) ' Greater than or equal sign Call ConvertToSymbolAndReplaceUnicode(cell, &H221A, &HD6) ' Square root sign Call ConvertToSymbolAndReplaceUnicode(cell, &H221E, &HA5) ' Infinity sign Call ConvertToSymbolAndReplaceUnicode(cell, &H222B, &HF2) ' Integral sign Call ConvertToSymbolAndReplaceUnicode(cell, &H2206, &H44) ' Alternative Delta sign Call ConvertToSymbolAndReplaceUnicode(cell, &H192, &HA6) ' Function sign End If Next cell Application.ScreenUpdating = True End Sub Sub ConvertToSymbolAndReplace(ByRef thisCell As Variant, ByVal inputChar As String, ByVal outputChar As String) Dim charPos As Long charPos = InStr(thisCell.Value, inputChar) Do While charPos > 0 thisCell.Characters(charPos, 1).Text = outputChar thisCell.Characters(charPos, 1).Font.Name = "Symbol" charPos = InStr(charPos + 1, thisCell.Value, inputChar) Loop End Sub Sub ConvertToSymbol(ByRef thisCell As Variant, ByVal inputChar As String) Dim charPos As Long charPos = InStr(thisCell.Value, inputChar) Do While charPos > 0 thisCell.Characters(charPos, 1).Font.Name = "Symbol" charPos = InStr(charPos + 1, thisCell.Value, inputChar) Loop End Sub Sub ConvertToSymbolAndReplaceUnicode(ByRef thisCell As Variant, ByVal inputCharCode As Long, ByVal outputCharCode As Long) Dim charPos As Long charPos = InStr(thisCell.Value, ChrW(inputCharCode)) Do While charPos > 0 thisCell.Characters(charPos, 1).Text = ChrW(outputCharCode) thisCell.Characters(charPos, 1).Font.Name = "Symbol" charPos = InStr(charPos + 1, thisCell.Value, ChrW(inputCharCode)) Loop End Sub
Hi shawn_fielding ,
The file experience does not have a direct correlation to that of working directly within a Document Library granted but it is getting better all of the time and the conversational element and the co authoring all under one roof can make for a valuable proposition.
However if one is looking for true records management then Teams may not be the destination and it is OK to say no sometimes and maybe just look directly to SharePoint Online or elsewhere. And with Teams being Teams you would know doubt be able to surface any effort spent elsewhere within Teams.
I would like to point out as one example however as shown below:
You can add in additional metadata columns and have them visible in Teams. I could also directly within Excel in this example, update the metadata text column, so I pretty much did not leave Teams, other than going into the respective Office Application and I would now have that bit of metadata to sort, filter and search on.
You can also just go directly into SharePoint and use it in all of its glory by clicking on Open in SharePoint, although depending on the experience of your users this may open up a whole can of worms or not.
As for Lifecycle, retention and deletion etc. You can look to things like Group Lifecycle Policies. Or use Security and Compliance features such as Retention/Disposition Policies. You could also set labels.
You can as you have said reference another document library that could be configured as desired and have it appear as a folder in situ alongside other Channel content.
Thanks
Henry
Interesting. You have the ability to see additional metadata in Teams? We do not in GCC, unless you add a tab that points to the SharePoint library via the website tab. That functionality would definitely help quite a bit.
Hi shawn_fielding ,
That is a shame and I know that GCC tenants are a bit delayed when it comes to certain features.
Do you get the option to add in Document Libraries by way of adding cloud storage or as a Doc Library tab as opposed to a Website tab? If so, might be worth checking out if that experience is any better for you.
Thanks
Henry
HenryPhillipsNimbitech Unfortunately, adding a tab with a document library does not allow a change from the default metadata you see. Oh well, we will have to wait. Thank you for the help.
