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?
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?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
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.
Document Sets - Want Subfolders (not just files) to inherit metadata
Trying to get subfolders (the actual subfolder) in a document set to inherit metadata. We have files and files in subfolders inheriting correctly but currently subfolders in the set do not inherit data. We are using the metadata column for view filter between active/pending/completed job status. What happens is the subfolders don't show in the filtered view so you cant traverse the subfolder structure. Show flat structure is not suitable as its hundreds of files. The shared columns settings in library settings, says it syncs for all 'documents' in the set. This excludes folders. Have tried power automate, but it doesn't seem to work applying the metadata to a folder object. We need to able to change a document set from Active > Pending and all the metadata change. Any ideas on how we can get the subfolders in inherit (and update) the metadata of the document set. Thanks in advance.Moving Files from a Shared Drive to a SharePoint site
Hi, I've seen the moving of files from a Shared Drive to a SharePoint site can be tricky, depending on the size of the files that are to be moved. What is the best and most effective way to move folder, files. I'm not sure yet of the number of folders and size of the files that will need to be moved? Can anyone provide an advise on this, please.. Regards Chris
Searching on SharePoint Image Gallery only using 'Image Tags'
Hi Our company has an image gallery on Share Point which needs to be user-friendly and efficient. Since we deal with a large volume of images, we are searching for the most effective solution to easily locate the images we need. Although I attempted to use the "Image Tags" column to tag the images, a keyword search on Share Point displays not only tags but also other files and folders containing the word. Is there a specific command or search bar option to view only "Image Tags" keywords? Could you suggest a solution? Thank you!
