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PamDeGraffenreid
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Joined 4 years ago
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Re: How to replicate a library's contents on two sites/libs
You can embed a document library on a different site - check out this article and let me know if it works for you: https://sharepointmaven.com/how-to-display-lists-and-libraries-from-other-sharepoint-sites-using-the-embed-widget929Views1like0CommentsRe: Create a file and folder then move created file into that folder
Naligurtan List - Test2 Customer: Lookup field to Customers Customer Exists: Choice Yes or No Library - CustomerFolders Does the flow run- when an item is created, or modified, or when a condition is met? You'll need the right trigger and maybe a trigger condition. I set it to manually start and you enter the ID. Create the content for the file. We'll use this to create a text file. Create a variable for the folder path - /DocumentLibraryName/CustomerName Use a condition to see if the customer exists. Check to see if the Customer Exists = Yes If yes, create the file. Otherwise, create the folder, then create the file in the new folder. Hopefully this is enough to get you started. There is a great Power Automate community here. https://powerusers.microsoft.com/t5/Forums/ct-p/FL_Comm_Forums796Views1like0CommentsRe: Calculated column error
Rexter You're close! Try this: =IF(AND(Education="Completed",IEP="Completed",[School Reports]="Completed"),"OK","Not OK") Here's a great resource for SharePoint calculated columns. https://support.microsoft.com/en-us/office/calculated-value-for-a-list-column-45903d26-5eee-49ec-b94c-9376bd8c26801.1KViews0likes0CommentsRe: Sharepoint with Word and Excel
I have done this, and I agree the directions can be overwhelming. I had a single Office Online Server, which is easier. Here's a good youtube video: https://www.youtube.com/watch?v=7vmzN9uyglk. Tip#1: don't run automatic updates, manually patch this one, reboot it when it's done whether it asks you to or not. I had problems with it hanging on updates about once a year. Tip#2: Save the Powershell scripts you use to configure. You'll reuse them when you update the certificates, and maybe if you need to troubleshoot or if there is a significant update.885Views0likes0CommentsRe: Sharepoint with Word and Excel
To create and edit files in the browser you need to install Office Online Service on a separate server. It looks like a lot but it is fairly easy to install and configure. https://learn.microsoft.com/en-us/officeonlineserver/office-online-server974Views0likes2CommentsRe: Metadata vs Folders (drop down options)
Based on the information provided… Create two lists with these fields: Offices: - Title (Office Name) - Approver (Person) Purchase Requests - All fields needed for a purchase request - Office (lookup to Offices List, select Title field) Now you have a connection between the Purchase Request and the Office. Are you using Power Automate for the approval? Assuming this runs on SharePoint/when an item is created, you’ll add SharePoint/Get List Item and connect to the Offices list, and use the dynamic selector to get the Office ID. When you add the approval, you’ll be able to select the approver for that office. If you are using something else for the workflow or need help with Power Automate, post back.1.4KViews0likes0CommentsRe: Metadata vs Folders (drop down options)
Folders used to be a nightmare to manage. It’s a much better experience now. To set up the drop down, you’ll create a choice or lookup column and fill that field out when a document is uploaded. You can add fields to track Due Dates, Assigned To, Content Type, or anything else you need to track. Then you Group By or Filter based on that column, and/or create views that filter on those fields. If you need to use folders, you can still create the columns and the views. I recommend creating a view that will show you all documents without folders - it will make it easier to find something that gets put in the wrong, or duplicate files. To do this, create a new view with no filters, scroll to the bottom and expand the Folders option - select the option to see all files without folders. You could have folders AND metadata. If you need to have special permissions on folders, check out using Microsoft Teams and private/shared channels. It’s easier to manage in my opinion. Hopefully this helps - ask away if you have more questions.1.3KViews0likes0CommentsRe: permissions for every page
This depends on the content on the pages and whether the content is static or dynamic. If it's static content, like text, then setting permissions is one and done, you should be fine. But if you are uploading a picture or document that needs to be secured - it's an additional step to secure each item or file. Item level permissions can get messy fast. A better setup for dynamic content: use 3 site collections: Home, Marketing, Logistics. Make the home page a hub site and connect the other sites to Home. You can roll up news and events if needed. Depending on your requirements, you may still need to customize permissions a little, but it will be GREATLY simplified.2KViews0likes0CommentsRe: Sharepoint list power automate. Send email to form creator with column data.
Christoffer160 Yes, very possible. Use the SharePoint 'Item is created or modified' trigger and connect to your list. Add a condition that checks to see if the length of the TextField is greater than 0. If TextField has a value, send the email to the person (Send an Email V2) If not, do nothing. A couple of notes If the item is going to continue to be updated, you will send multiple emails. Add another field (EmailSent: yes/no). Once you send the message, Update SharePoint Item and set EmailSent to Yes. Then you can update the condition to check that the TextField has a value AND that Notification Sent equals no. Once you get it running, you might want to look at using a trigger action (right click on the trigger action, and select Settings) so the flow only runs if the text fields is empty and a notification has been sent.
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