Recycle Bin and Site Content Hidden for Site Members and Site Visitors
I posted this before but made a mistake with my write up, so I am reposting. I have a requirement that the Recycle bin and Site Contents should be be hidden from the Site Members and Site Visitors. Please how can I achieve this because the Server Infrastructure activation is not working for me. Any workarounds? Please help
Document not retaining version history on Move To
I've added new document libraries to my sharepoint site to effectively use as "Archives". The problem I am facing is when i move files to my "Archive", which resides in the same SharePoint site all of the metadata changes in previous versions are pushed to the top (the latest version) whether it's a draft or published version it doesn't matter everything is pushed to the top. How can I avoid this? The structure of the document libraries are identical. I have the same versioning settings and advanced settings and both are using the exact same content type.
Storing and organizing performance review data - SharePoint lists or something else?
My team has been asked to move our performance review records from a legacy HR system into something within M365. Someone suggested SharePoint lists but I'm worried about permissions (employees shouldnt see each others reviews), workflow complexity, and whether it'll scale. We have about 400 employees. Is SharePoint the right tool for this or should I be looking at something purpose-built that integrates with our M365 environment?
Users unable to determine who has access to document library due to security groups
Greetings, Maybe I went about this the wrong way. Looking for advice on either the proper way we should be moving forward on this or any other comments or insight we should be considering. This is for SharePoint online via Microsoft 365 Business license. Scenario: 1. SharePoint Document Library per department (Each Document Library exists in its own SharePoint site), essentially being used as a company drive. 2. Some users should only officially have access to specific folders in some of the document library. 3. If say a person in accounting has access to some specific folders, and either they are replaced or a new accounting user comes in.... should be able to reference the access the existing person has in order to give the same access to the new user. 4. Common Request: Give UserB the same folder access as UserA. 5. Some users should have access to the entire document libraries while other users only have access to specific subfolders. Current Implementation: 1. In Entra, created Security Groups that tied to specific folders. -- For Example for the accounting folder, only management has access to the entire folder but the accounting staff only have access to specific folders. So like there is a FiscalYear2024 folder, so I created a security group called sec-Accounting-FiscalYear2024 and assigned the members that should only have access to that folder and not the rest of the library. -- My thought behind this was if a new user was replacing the existing user or joining the department, I can just reference the existing user security group membership and copy it to the new user. 2. In the SharePoint document Library, I create a shareLink that is assigned to the security group I made for that access. Then I give that link to the users I assigned the membership to. Current Issue: 1. Aside from the official document sharing/access that is being done from the security groups above. There are occasions where users of a sharepoint need to share specific files or folders to other users. 2. However, they are all panicking and confused because aside from themselves they are unsure who has access to the existing folders/files in the document library. 3. When going to manage permissions of a file/folder, it only shows the group assigned to it but not the members of the group. 4. So since users can't see the members of the group assigned to a folder, they have no idea who has access to that folder and are getting confused. If this was an NTFS drive, it would be super easy for users to see who has access and etc by looking at the properties but I'm stuck behind some limitations of sharepoint I didn't realize existed until I tried to implement certain workflows. Any advice here would be greatly appreciated, as my implementation has turned into a point of frustration for end users. Thank you in advance!Dynamic Mandatory Fields
In a SharePoint library, I have folders which are = a. Admin b. Events c. Furniture and Moves d. Janitorial and Maintenance e. Parking and Transportation f. Shipping and Receiving g. Supplies and Equipment h. Waste and Recycling I have Meta data across the library whose data type are all choices and are: a. Document Type = Contract, Financial, planning b. Building = Gym, Garage, Heating c. Asset Category = Office, Playground d. Fiscal Year = FY23, FY24, FY25, FY26, FY27 e. Vendor = Maple Leaf, Canadian Tire, Home Depot f. Status = Active, Pending, Not Active g. Retention Label = 3 years, 5 years h. Service Type = Admin, Events, Furniture and Moves, Janitorial and Maintenance, Parking and Transportation, Shipping and Receiving, Supplies and Equipment, Waste and Recycling Service Type and Retention Label are mandatory fields, with the Rule below for all the files in the various folders: IF Folder Name = Admin, then Service Type = Admin and Retention Label = 5 years; the mandatory fields should be Document Type, Status and Fiscal Year IF Folder Name = Events, then Service Type = Events and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Fiscal Year, Building and Vendor IF Folder Name = Furniture and Moves, then Service Type = Furniture and Moves and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Building IF Folder Name = Janitorial and Maintenance, then Service Type = Janitorial and Maintenance and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Fiscal Year IF Folder Name = Parking and Transportation, then Service Type = Parking and Transportation and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Fiscal Year IF Folder Name = Shipping and Receiving, then Service Type = Shipping and Receiving and Retention Label = 3 years; the mandatory fields should be Document Type, Status IF Folder Name = Supplies and Equipment, then Service Type = Supplies and Equipment and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Fiscal Year IF Folder Name = Waste and Recycling, then Service Type = Waste and Recycling and Retention Label = 3 years; the mandatory fields should be Document Type, Status and Vendor I have used Column Default Value Settings for SharePoint to display Auto-Display the Service Type and Retention Label, but I cannot seem to perform the conditional mandatory fields using Validations setting for the other requirements. Please help
How to map permission of Dynamics 365 to SharePoint Online ?
How to replicate permission from Dynamics 365 to SharePoint Online ? Is there any out of box approach/custom solution like Power Automate/Azure Functions available to meet this requirement ? And, what kind of limitations may occur in longer run when data grows?
New to Sharepoint and Teams_Client folder structure?
We are a small landscape design/build company moving from Microsoft 365 Family to Microsoft 365 Business Standard. Currently, we use a traditional folder system: Clients > Client Name > project files Each client folder contains estimates, proposals, Vectorworks CAD drawings, site data, photos, PDFs, spreadsheets, and other project documents. We also have other company folders for employees, equipment, systems, vendors, templates, and SOPs. We have four office users who need to access and collaborate on these files through SharePoint/Teams. What is the best practice for setting this up? Should we use one SharePoint site with document libraries, separate SharePoint sites by department/category, or organize everything through Teams channels? I’d like to understand the best way to use SharePoint and Teams without simply recreating an old folder system incorrectly.SharePoint Library Help Needed
I have a SharePoint Library where I would like to implement these requirements below and would appreciate your advise: Folders were created at the library level, which looks like the image below. I do not want people to be able to create any folders or upload documents or folders at the library level, but rather only when they open the folders. I have disabled folder creation and created a PowerApps form, so that users can only upload document, edit documents, view details of the documents when they open any of the folders., but I cannot seem to find the Power Apps form when I open any of the folders and try to upload a document or view a document or edit the document details. 2. I have a choice column called Fiscal Year which has options as = FY22, FY 23, FY24, FY25, FY26. By March 2026, I would like to create an automate flow which will auto create FY27 and remove FY22 from the choice, so that the choice column is always limited to only 5 years.
