Document Library
3182 TopicsWhat is the plan for "modern" Document Sets?
So it's been asked many times in the old network and never answered, so want to ask it here in the hopes that people are actually thinking about this. What is the plan for "modern" Document Sets in the new modern SharePoint? Right now, the experience is you are in the modern UI for the doc library, click the document set and it takes you back to the old UI, in a very disjointed experience. Document Sets are the most used feature in our environment (and I think one of the most powerful/useful tools in all of SharePoint). Critical success factors in my opinion: Don't take away functionality (do no harm) this includes modifying the welcome page documents inheriting metadata multiple document content types default views We HAVE to have the ability to keep modifying the landing page for each document set (including adding web parts) - we have so many solutions that add script web parts to build on the capability - (if things go the way they are now with the rest of modern SharePoint and we lose that it would be a major business impact for usability) Update the actual document view to be modern like the new doc lib Things we typically add in code: We typically add some buttons via script editor web part that are specific to the current document set the user is looking at could be something like going to a start a workflow screen likes to external systems based some metadata on the screen We add a button / scripts to hide/show the document metadata view at the top, allowing users to focus on the document view and expand the metadata summary only when they want to see it Custom branding (via image web parts and other OOTB capabilities) based on the type of document set Analytics Event Tracking code - to see what users are doing while viewing document setsSolved47KViews35likes127CommentsHidden gems at Ignite: A conference guide from the SharePoint product team
Hi everyone! My name is Adam Harmetz and I run the Program Management team for SharePoint team sites, portals, biz apps & dev platform. I’m thrilled to be spending time with the community next week in Atlanta – the fantastic SP community is one of the main reasons I’m still working on SharePoint after joining the team 11 years ago. I sat in on over 17 hours of Ignite content reviews this past week – there is a fantastic amount of great content and the team is working overtime to get everything ready for the show. Of course, as you’d expect there are the various overview sessions (like Jeff Teper’s SharePoint keynote) and here’s a handy graphic Mark Kashman and I are using in our talk that highlights the major overview sessions in each aspect of the modern Intranet: What I wanted to share here was how you can get beyond the overview sessions and into some of the deep dives that often don’t get as much attention. We are doing some unique new types of talks this year and new types of speakers (designers, developers, security experts, accessibility drivers). If you are looking for the hidden gems or interesting spin on a topic, these suggestions might help: Behind the scenes: How we engineer SharePoint. Last time I was on a cruise ship, I paid extra to take the tour of the engine room and the bridge. I’m the type of person who loves to peak behind the curtains, and I know there are many of the same type of people coming to Ignite. We have two sessions for you here: BRK3246 Looking behind the scenes at how we're making SharePoint's front end/UX modern, responsive, and open looks at the client-side, SharePoint Framework-powered front end UX architecture (where the speakers are a design developer and a director of engineering!) and BRK3031 Peak Behind the Scenes of running and building SharePoint Online talks about deployment and back end tech from Zach who manages all our COGs and hardware purchasing. MVP + Product Team == Awesome. There are a ton of MVP talks and of course a lot of talks from the product team, but in a few cases, we decided to team up and join forces! Tejas and Eric are describing the latest How To guidance in branding with BRK3025 – Learn Best Practices for customizing and branding team sites. And I’m teaming up with Laura Roger to talk about the new experiences through the lens of customer adoption with BRK2041 – Get the most out of the new SharePoint. AMAs! I visited the Exchange conference (MEC) a few years ago and was impressed by some of the talks they did where the engineering team just took questions from the audience for the entire time. We figured we’d try it so on Thursday a bunch of us leaders across product, design, and development will answer whatever you ask with BRK2295 – Unplug with the experts on SharePoint and OneDrive. The MVP community is doing something similar with BRK225: Learn from MVPS: panel discussion on all things SharePoint. Build it live on stage! SharePoint has a long tradition of having a bit of fun with a session where we get multiple people up there building cool sites live on stage. It’s a great way to let the product itself do the talking. This time, Jeremy and Emma will be building a team site from the very first “create site” click. Check out BRK2247 – Watch us bring together the best features a team needs to get the most out of the modern SharePoint. Go WAY deep with the new SharePoint Framework. In BRK4015 – Build Client Side Webparts for Microsoft SharePoint, Chaks is going to go as detailed as you can go with SPFx (frankly, I didn’t even know there WAS such a thing as a 4000-level session code!). We did a similar talk at our internal TechReady conference in July and it was ranked the very top Office session of the entire conference. Meet the Security Experts. Five minutes – let alone 75 minutes – with Matt Swann will change your worldview about the cloud. Honestly, if you ever work with him, you’ll see he’s one of those people you’ll remember working with when you look back on your career. Hear from the guy in charge of SharePoint security directly in BRK3032 – Learn how SharePoint safeguards your data in the cloud Talk to coders! Our director of engineering and the development manager of a large chunk of our UX investments will be laying down the knowledge in BRK3026 - Learn how to build a fast, responsive portal in SharePoint Online. Part of coming to Ignite is hearing directly from those who write code – and together Russ and John have decades and decades of experience. Change Management: We’ve heard you! Many of you (including on this very forum), have given us feedback about what you expect from us as we roll out new UX. We added a session on it to both share our strategy and continue the conversation and feedback. If you have opinions on how we roll out new functionality, join Zohar at BRK2297: Learn how we move fast without breaking things by managing change in SharePoint Online SharePoint Dev’s Secret Weapon: PNP. Vesa was recently sharing with me the usage and community engagement stats from the SharePoint Patterns and Practices site and github – they floored me. It’s such a great virtuous cycle and we are starting to bring some of the scenarios from PNP directly into the product based upon our learnings. If you are a SharePoint dev, you must go to Vesa’s BRK2115 – Learn about PNP and the new SharePoint Framework. Geek out on very specific parts of the product. What would a SharePoint conference be without some sessions that dive incredibly deep into one aspect of the product? Three stand out to me here: an entire session just on doclibs with BRK2043 Review SharePoint Document Libraries: what’s new, what’s coming, and when to use what, a session just on the various ways you can create site templates with BRK3027 Learn best practices for creating and managing Site Templates, and a session on our new mobile apps with BRK2037 Explore what’s coming with the SharePoint apps Accessibility and Inclusive Design. At Microsoft, we take designing for all needs and abilities seriously as a core part of our processes. This year at Ignite, we are starting to open up and talk about that work a bit more and provide guidance for you. Melissa, who has been running our accessibility efforts in SharePoint for many years now, has some great guidance in BRK2214 Ensure your intranet sites are inclusive for people with disabilities. There are a lot more talks at the conference, of course (188 tagged with SharePoint) – including some great talks from the community. I didn’t include the community talks here because I didn’t help prep for those, but they are some of my favorite personally to attend myself. If you have any questions about how to maximize your time at the conference next week, feel free to leave us comments!Solved20KViews34likes13CommentsUpdate: Document Sets in Modern Document Libraries
I am pleased to announce some updates on the plan and timeline for improving the Document Set experience in modern document libraries. In January, we communicated a March delivery date for these improvements. We apologize for missing that date. We’re now planning on rolling out this change in May. We will be making the official announcement to the Message Center very soon with exact dates. Thank you all for your patience! This change allows organizations to use the power of document sets to group related documents together with consistent metadata and structure without having to go back and forth between classic and modern experiences. Document sets now look and feel like ordinary folders in modern libraries, and benefit from all the cool new features in modern. This means that users can drag and drop content to upload to document sets, link to content that lives outside the document set, pin files to the top of the document set, start flows on document set items, and define conditional formatting on document set items. It also means that the Document Set experience can be customized using SharePoint Framework Extensions, just like all other modern list views. All the content management rules you can define on document set content types are still supported. No business processes were harmed in the making of this change! Document set metadata can be viewed and edited in the details pane while in a document set. Shared metadata specified in a document set content type continues to work as it always has; values inside shared columns will be copied to items inside the document set. Columns that are identified as Welcome page columns in the content type are sorted to the top of the details pane, so that users can find them easily. Content and structure rules specified in the document set content type are also supported, including the default content and default view settings. Document set versioning functionality will appear under the context menu on document set items in the modern list view, include “Capture Version” and “Version History.” Other document set-specific actions from the Document Set ribbon are still there, but only in classic. Just like any other modern list view page, you can click “Return to classic SharePoint” in the lower left hand corner to go back the classic document set experience back. The one caveat is that customized document set welcome pages are not supported in modern. This change will not affect document sets that use welcome pages that have been configured with custom HTML or web parts; those welcome pages will still be displayed in classic mode, as they are today.105KViews25likes200CommentsIntroducing "Request sign-off" - an approval flow that requires no set up
We are happy to announce a new feature in SharePoint called "Request sign-off". The goal is to provide you an easy way to send an item for approval to someone else. This feature enables an open approval process that allows you to easily record whether or not a document or list item was approved or not. There is no setup required. Request sign-off makes use of SharePoint's integration with Microsoft Flow. You can use it by selecting a file or list item (but not a folder), and then pulling down the Flow menu in the modern library or list UI, and selecting "Request sign-off". This flow will appear alongside any other custom flow that you or others may have added to the library. Once it is invoked, Request sign-off will create a new text column in your library called "Sign-off status". This column will record the state of your request. It works just like any other text column, you can sort, filter or group by it to organize your library. On invocation, this will tell you that it will send an approval request on your behalf, and ask your consent. Once this is provided, you can pick one or more approvers, and write a message to them for your approval request. If you add more than one approver, any one of them can approve your request: The person you sent the approval to will receive an approval request. This will be an actionable message on clients that support it (meaning you can approve it directly from within Outlook). The approver can also provide some comments along with their decision. There will also be a link included that lets the approver view the item in question: The sign-off status column is then updated with the decision, and the person who sent the approval request will receive an email with the comments: By saving you the trouble of setting up a flow and creating a new column to track status, we hope that this feature will make it easy to add a lightweight approval process to your libraries and lists. We expect this feature to start rolling out to our customers in targeted release (previously called first release) after April 9. Barring any issues we will continue to roll it out to the rest of our customers in two phases late April and early May.Saving files to SharePoint Online is HARD
I migrate companies to SharePoint Online for a living. The biggest hangup my users have after their migration is adopting a new workflow for getting files INTO SharePoint. It's unnecisarily complex. Let me ilustrate my point: (Edit - reposting since my original post disappeared) User A gets an email with multiple attachments in Outlook 2016. They want to place the attachments in their team's SharePoint library (https://contoso.sharepoint.com/teamdocs). Their options for this are as follows: Download the attachments to their desktop, drag all the attachments onto their browser which is signed into their Team Docs library, then delete all the attachments from their desktop (OR) Open each attachment, select Save As, hope and pray that their Team Docs library is listed under the "Recent" section. (Unlikely if they're working with multiple doc libraies every day) If it's not listed there, then select browse > paste the url for the Team Docs Library into the nav bar at the top of the Save As dialog > select save > repeat for every attachment (OR) Manually setup a Network Location for the site root (can't be setup via GPO) by going to Windows Explorer > My Computer > Add a Network Location (Repeat for all 300+ users in the company) Finally, have User A user select the option in Outlook to Save All Attachments > select the Network Location you just setup called "Team Docs" and save. See how hard that is? Users coming from mapped drives through on-premises SharePoint and file servers hate that new level of complexity. Below is some basic functionality that would go miles toward improving user adoption: Work with the Outlook team to enable the ability to save Outlook attachments directly to a specific SharePoint library (like you can with OneDrive) - this flyout list of SharePoint libraries should be able to be populated via GPO and/or reg keys. Enable the ability for admins to add specific SharePoint document libraries as PINNED save as locations in Office apps (via GPO) - none of this "recent" junk or links to the site root. My dream would be to have all the Accountants with links to the Finance doc library, all the HR reps to have links to their HR library, and all of this from right within their Office apps under the Save As menu. This was a little general to include in User Voice, but if I can condense it all into a quick blurb I'll throw links down below. Thanks for listening, hopefully the right folks find this feedback helpful! ssquires?Solved32KViews17likes50CommentsPowerApps and Flow buttons are graduating out of preview!
PowerApps and Flow are becoming a more integral part of SharePoint Online with the imminent release of Custom Forms with PowerApps and the Flow Launch Panel. Starting in November, these features will no longer be considered as preview features. If you have the Preview Features switch turned off in SharePoint administration center today, you were not seeing the Flow and PowerApps buttons in modern lists and libraries. Once this change goes into effect, the buttons will become available, regardless of the setting: Flow button in modern libraries, and both Flow and PowerApps buttons in modern lists. The change will start with our First Release tenants, and then move forward into the rest of the production in two waves. We hope to complete the change over the month of November. PowerApps and Flow are still working on completing their certification for government and sovereign cloud environments with stricter compliance requirements, and the buttons will continue to remain invisible for these environments, independent of the preview features switch setting.22KViews15likes45CommentsAdd Location Details to SharePoint Data and Content
We are excited to announce a new capability for SharePoint lists and libraries. The new location column allows you to add rich location data from Bing Maps or your organization directory to any SharePoint list or library. You can then filter, sort, and search by any aspect of the location data such as address, city, or state. Creating a Location Column To add a location column, simply click Add Column then select Location You can then name the column and add secondary columns to display, sort, and filter by attributes such as city, state, or country. Now when creating or editing list items, you can search for location data from Bing Maps or your organization directory to associate it with your list item. Once you have added location data for your list items, you can sort and filter your list based on any of the additional columns added during the column creation process. If you want to filter by an attribute you did not include during column creation, it can be added in the Edit Column pane. Adding a new column type to SharePoint is a rare event. We can’t wait to see what uses you come up with for this new column! We anticipate roll out for targeted release will begin by the end of November, with full worldwide release by mid-December. Update: After resolving some issues that were discovered in targeted release, we are now finally ready to start shipping world wide. Location Column will now be available to everyone by Monday92KViews13likes76CommentsGetting Link to a Document with Modern Document Libraries
With the new "modern" document libraries UI it seems almost impossible to get a "normal" link. Meaning a link that is does not contain "guesttoken" and a GUID. But an old school URL with a readable path. Is the guidance to generate a link using "Get Link" for all link needs? Doesn't seem like there is any other options. One challenge is that at the time of link generation one needs to determine if the link is for editing or viewing. Based on document lifecycle this may change. For example, I want to send someone a link to a document in an email and to start they are just supposed to view it. Later that person needs to edit the document. Do I need to then send them the Edit link? I am assuming too that the generated link is to the current location of the document and is not releated to the Document ID feature. So if a document changes location a new link would need to be generated. It seems this functionality was put in place to facilitate the external sharing features? Maybe? It is admittedly, tripping me and our SharePoint team a bit. We like readable URLS. :)Solved39KViews12likes21CommentsColumn formatting now rolling out to first release users
Hi all, I would like to update you all on the rollout progress of the column formatting feature. Today, we begun rolling this feature out to first release users. All first release users will have the capability by the middle of next week (Wednesday, November 8th). After that, we'll begin rolling out to first release tenants. All tenants worldwide will have this feature by the end of November. Here are some handy links to help you get started with column formatting: My session from Ignite 2017 where I talk about many of the new capabilities in lists and libraries, including column formatting. Skip to 29:50 to view the portion of the talk devoted to column formatting. Column formatting overview - a high level overview of the column formatting capability Column formatting reference documentation - complete technical documentation on the capabilities provided, including many samples that will help you get started Community sample repository - this is a Git repository where you can contribute useful samples that demonstrate how to use the feature, or accomplish common user scenarios. We've seeded this repository with some of the samples from our reference documentation, and we're hoping to see lots of submissions from the community. We are very eager to hear your feedback on this feature, and hear your suggestions on how we can make it more useful.13KViews12likes31Comments"Error:The file is locked" when using Office Online within SharePoint Online
At a current client I am seeing this scenario play out often: 1) User clicks on an Office document in a SPO document library, and it opens in a new tab in the associated Office Online app. They make an edit, the edit is auto-saved, and close the new tab. Or, they don't need to make any edits, just needed to view, so they close the tab. 2) In the original tab, they attempt to add metadata, or delete the file, but are told the file is locked. It then needs to time out before anyone can make edits to the file, and there doesn't appear to be any way to release the lock manually. The file would not be locked if the user refreshed the document library page after closing the additional tab, but this is not realistic to expect the user to know to do to avoid locks. I would like such documents to open in the same tab so the user would have to trigger a refresh when returning to the library. As far as I can tell this is not an option in settings - is this true? Is Microsoft aware of this bug? It is causing untold issues.70KViews11likes40Comments