sharepoint list

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Freeze columns in SharePoint List
Good Afternoon, I would like to freeze the first (and maybe second) column of a large list I have so when users scroll, they can still see the first column, like in Excel. I’m trying to see if anyone is familiar with how to do this or has script to accomplish this task. Thanks! Arielle
Arielle Gerstein
May 03, 2019 Place SharePoint
103KViews
6likes
22Comments
Help! I need to increase the Attachment size limit in a SharePoint list
Hi everyone, I created a PowerApps to allow users to upload documents directly in a SharePoint list. After all this hard work on the App, I just realised the file size limit for the Attachments in the SharePoint list is 10MB! Do you know how I can increase the Attachment size limit please? I really need to do so as users files will often be above 10MB. Thanks for your help 🙂 Mehdi.
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MD1987
Nov 11, 2020 Place SharePoint
41KViews
0likes
4Comments
Formula calculated column: show date as week number
I have the following issue in SharePoint List: I have a column name SalesWeek and I want to show in another column named "WeekNB" the week number. In short show 4/21/2022 in Salesweek as week 17 column WeekBN
Gogi_Putkaradze
Apr 21, 2022 Place SharePoint
36KViews
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14Comments
How to Populate SharePoint List with Files from SharePoint Document Library using Power Automate
Microsoft SharePoint Online is a platform for document management, information sharing, internal collaboration and more that is a part of the Microsoft 365 family of apps. In this blog post, I will show you how to create a document library and list in SharePoint for an Employee Record and how to populate the data from an Excel sheet in SharePoint Document Library using a Power Automate Flow. This process eliminates the process of entering the data from the Excel sheet manually into the SharePoint list. It enables us to easily automate all the data in the Excel sheet into our SharePoint list. Use Case: Track Employee Data Record Here we will work on a scenario to help better understand the process. The HJK company has started making changes to the way they work and one of those things is moving their employee's data from an Excel sheet where it is stored to a SharePoint list. This can be done manually but they will prefer a process where the moving of the data can be achieved easily. In the Excel sheet these are the data types of the columns in the table. Column Data Type EEID Text Job Title Text Department Text Business Unit Text Gender Text Ethnicity Text Age Number Hire Date Date Annual Salary Currency Country Text City Text Exit Date Date Disclaimer: This is not an actual company but a scenario created to show you how the populating process works with SharePoint and Power Automate. The Excel sheet used in this blog post is a free sample data gotten online. Note: Make sure the Data in your Excel sheet is in a table format. I will walk you through the process Create the SharePoint Document Library. Upload the Excel file to the SharePoint Document Library Create the SharePoint List for the employee's data. Create the Instant cloud flow to populate the SharePoint list Create a SharePoint Document Library In this step, we will be working on creating the document library where the Excel sheet that contains the Company's employee information will be uploaded. Login into Microsoft 365. At the left hand side, click on the App Launcher. 2. From the App launcher we will be clicking on SharePoint. From this process we can easily access SharePoint Online. From the list of application shown, click on SharePoint. 3. I already created my SharePoint site so lets go ahead and create our SharePoint Document Library. Click on +New. 4. After clicking on Document library from the drop-down, this gives us an opportunity to create a New SharePoint document library. So on the right hand side, on Name, give the document library a name (a name that you can easily identify and understand). Here I will be using Employee_Record. Next, click on Create. Upload the Excel Sheet to the Document Library In this step, we would be uploading the excel sheet to the SharePoint Document Library. With this process it will make it easier for us to populate the SharePoint list with the data in the Excel sheet easily using power Automate. Follow these steps: 1. At the top of the screen close to the name of the document library click on Upload. After clicking on Upload, we have a drop-down of names to select from which is Files, Folder and Template. Here we will be click on Files. 2. Next, click on the file you need uploaded. Here I will be clicking on the Excel file named Excel Record Sample Data. Next click on Open. From the second screenshot below you can see our excel sheet Employee record sample data has been uploaded to our document library. Create the SharePoint List In this step, we will work on creating the SharePoint list which will be the new place were will be keeping track of the employee's record data in the company. 1. Let's go ahead and create the Employee SharePoint list. At this step we have already created the SharePoint document library, in order to leave the SharePoint document library click on the name of the SharePoint Site, here the name of SharePoint site is Communication site. 2. Now let's create the SharePoint list by clicking on +New at the left-hand side of our screen. 3. After clicking on + New, it shows a drop-down that shows List, Document Library, Page, Space, News post, News link, App. Here we will be clicking on List. 4. Click on Blank list. We have different options here to create our SharePoint list which can either use a blank list, from an already existing list or from an Excel sheet. Our data is an Excel file and we might think of going for this option but it most advisable to create the list from blank. 5. After clicking on the Blank list option for the SharePoint list, now we need to give the list a name and description which is optional. Here on Name I am naming my list as Employee Sample Data to make it easier for me to identify what the SharePoint is for. Click on Create. 6. We will adding the columns shown in the Excel sheet to the list. The first column we will be creating here is EEID which the data type is a single line of text. Click on +Add Column, select Text as the data type and this is a Single line of text. Click on Next. 7. On Name, give your column a name. Here I will be using EEID. Click on Save Note: None of this columns created here are required columns, so take notice of this when creating your column. When creating a column the field for Description is optional. 8. From the screenshot above you can notice the column named Title, this is a default column that is created with the SharePoint list and would not be needed. In this step, will be the hiding the Title Column. Click on drop-down beside Title. Click on Column settings. Click on Show/hide column.On click on Title and then click on Apply. 8. Let’s add the next column to the SharePoint list. Click on +Add Column.Select Text. Click on Next. Give the column a name here on Name I will be giving my Column Job Title. Click on Save. Next, add the remaining columns to the SharePoint List with their specific data types. Column Data Type EEID Single line of text Job Title Single line of text Department Single line of text Business Unit Single line of text Gender Single line of text Ethnicity Single line of text Age Number Hire Date Date Annual Salary Currency Country Single line of the text City Single line of text Exit Date Date Populate the SharePoint List using Power Automate In this step, we will be working on creating the flow that will be used to auto populate the SharePoint list with the data from the Excel sheet. 1. Login Power Automate 2. On the Home screen at the left-side of your screen. Click on Create. Here we will creating an Instant cloud flow; this is a type of Power Automate cloud flow that only runs when a button is triggered. Click on Instant cloud flow. 3. Next thing here is to name your flow and select the trigger. Give your flow a name you can easily identify. Here, I will be using Populate Employee Record. From choose how to trigger this flow, select the trigger Manually trigger a flow. Click on Create. 4. Add another action to the flow. Click on +New Step. 5. On choose an operation, search for the action, List rows present in table. Click on the action. 6. In the List rows present in a table action, we have location, document library, file and table. On Location we will be selecting the SharePoint site where our document library is located. On the drop down or search for the name of your SharePoint site and click on it. On Document Library; select the name of the document library you uploaded your Excel sheet. 7. On File; click on the folder icon at the right-hand side. Next, select the file uploaded to the document library. 8. On Table; click on the dropdown and select the Excel table. 9. Add the Apply to each action to the flow. Click on +New step. On choose an operation, search for the action, Apply to each. Click on it. 10. In the Apply to each action, where we have Select an output from previous steps click on the box and go Dynamic content and select value (this is coming from the action List rows present in a table. The screenshot image of this is shown below). 11. Here we will be adding an action inside of the Apply to each. Click on Add an action. On choose an operation, search for the action, Create item and select (The create item action is coming from SharePoint). 12. In the Create item action; on Site Address, click on the dropdown or search for the SharePoint site and select your SharePoint site where your SharePoint list is located. On List name; click on the drop-down and select the name of your SharePoint list. 13. In the Create item action, we have our columns from our SharePoint list listed in the action from the first column EEID to the last column Exit Date. Here, for each columns in the action we will be adding Dynamics contents to them where the Dynamics contents are coming from the action List rows present in a table (which is the data in our excel sheet). On the EEID column in the action, go the Dynamic content and click on the dynamic content EEID. As seen the screenshot image below. Repeat this step for the remaining columns in the action except Title (which we are not using) and Hire date, exit date. 14. For the Hire Date column in the action, while running the flow I ran into an issue in the Hire Date and Exit Date column that addressed that the datetime string must match ISO 8601 format.'. I will be discussing more about this in my newsletter in the following weeks on how I used Copilot to resolve it but here let's go ahead and understand the actions and steps used. For the Hire Date column, before the apply to each action, add the Initialize variable action to the flow. In the initialize variable; on Name give your variable a name and select the Type as a String. Next, add a Set variable action inside of the Apply to each action (this action should come before the Create item action). In the Set variable action; on Name go to your dynamic content and select the variable coming from the initialize variable action. On Value add the expression addDays('1899-12-30',int(items('Apply_to_each')?['Hire Date']),'yyyy-MMM-dd') Now go ahead to the Create item action and on the Hire Date column, go to the dynamic content and select the variable. Repeat this step for Exit Date. 15. So here let's make a few changes to our flow, this step allows the flow to populate more than 150 items to the SharePoint list. Click on the three dots at the right-hand side of the action List row present in a table action. Click on Settings. 16. On the toggle button for Pagination, switch it on and on Threshold enter the value 2000. Click on Done. Save and run the flow. Thank you for reading! Resources How to delete items in a SharePoint list using Power Automate
RachelIrabor
Apr 08, 2024 Place Educator Developer Blog
31KViews
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2Comments
Need help in formula in calculated column with multiple IF statement
Hi! Please can anyone help me with this! 😞 I am trying to created a calculated column 2 that based on another calculated column 1 . I have calculated column 1 as 7, 25, 1, 5, 6, 3, 10, 5. So I wanted to create a calculated column 2 with the following conditions: IF[calculated column 1]>=7, returned as "Low", IF(AND([calculated column 1]<=5,[calculated column 1]>=3, returned as "Medium", IF[calculated column 1]<=2, returned as "Urgent". FYI, If the calculated column 1 has number greater or equal to 7, returned as "Low" in calculated column 2. If the calculated column 1 has number less than or equal to 5 and greater or equal to 3, returned as "Medium" in calculated column 2. If the calculated column 1 has number less than or equal to 2, returned as "Urgent" in calculated column 2. I have tested the calculated column with my formula (below), it does not work and show as syntax error. =IF(IF[Priority1]>=7,"Low",IF(AND([Priority1]<=5,[Priority1]>=3,"Medium")),IF[Priority1]<=2,"Urgent") Please can anyone fix this for me? Many Thanks!! ** Sorry if its too long to read, i just need to make sure it is clear** Thank you!!!
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Celinay
May 18, 2021 Place SharePoint
18KViews
0likes
2Comments
Add Button to SharePoint Form JSON
I maintain a SharePoint list at work, and I would like to create some buttons on the Edit and Display item forms for common quick actions which involve updating data in several fields / columns. I've tried a few approaches: I have a Power Automate flow for each quick action, and I can currently use these flows from the right-click menu when I'm looking at the SharePoint list, but I can't use them when I have the item open and am looking at the Edit/Display form. I was able to make a custom column on a test list that could set other values in the item, but it also wasn't actionable from the Edit/Display Form. I have the Edit/Display Form configured using the options described here: https://docs.microsoft.com/en-us/sharepoint/dev/declarative-customization/list-form-configuration. The idea is to add button elements to the header, with the customRowAction of "executeFlow" (or set Value-- tried this too but no luck). I created elements on the Edit Form that look like buttons, that show up where I want them to, the way I want them to, when I want them to. However, clicking them does nothing. Based on everything I've tried so far, I think the json & Flow setup is correct, but so far nothing has transferred to the list forms. I know Power Apps is an option for this, but I would prefer to avoid re-building the current JSON formatting for the list forms in a new place if I can, since the overhead there is much higher. Is there something specific I need to do differently to make buttons work on the list forms? Alternately, is there a way to pull the existing JSON-formatted list forms into PowerApps to start with as a base? Below is what I have in the header JSON to define one of the buttons (edited out work-specific info for obvious reasons). The button is conditionally visible to me & another user who was helping me troubleshoot, depending upon the status of the item, and the flow ID is just taken from the flow URL. The visibility works fine, but clicking the button doesn't do anything. { "$schema": "http://columnformatting.sharepointpnp.com/columnFormattingSchema.json", "elmType": "button", "customRowAction": { "action": "executeFlow", "actionParams": "{\"id\": \"<the flow ID>\"}" }, "style": { "border-width": "1px", "border-radius": "20px", "width": "225px", "margin": "2px", "box-shadow": "1px 1px SlateBlue", "border-style": "solid", "border-color": "SkyBlue", "background-color": "LightSkyBlue", "color": "MidnightBlue", "text-align": "center", "font-size": "16px", "cursor": "pointer", "visibility": { "operator": "?", "operands": [ { "operator": "&&", "operands": [ { "operator": "==", "operands": [ "[$Technical_x0020_Reviewer_x0020_D]", "" ] }, { "operator": "!=", "operands": [ "[$Status]", "Rejected" ] }, { "operator": "!=", "operands": [ "[$Status]", "Approved" ] }, { "operator": "!=", "operands": [ "[$Status]", "Approved, Won't Be Updated" ] }, { "operator": "!=", "operands": [ "[$Status]", "Abandoned" ] }, { "operator": "||", "operands": [ { "operator": "==", "operands": [ "@me", "<my email>" ] }, { "operator": "==", "operands": [ "@me", "<other work user>" ] } ] } ] }, "visible", "hidden" ] } }, "children": [ { "elmType": "span", "attributes": { "iconName": "SkypeCircleCheck" }, "style": { "padding-right": "6px", "color": "AliceBlue", "text-align": "left" } }, { "elmType": "span", "txtContent": "Mark Technical Approval", "style": { "padding-right": "6px" } } ] } I've also tried making it into a "set value" button instead, but no luck with that either.
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Annika_Morrell
Sep 02, 2022 Place SharePoint
18KViews
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5Comments
Show last modified by in sharepoint list item
I would like to add in a new column in the sharepoint list which shows who edited the item, so that the people who editing the item will know who gives the information and seek for clarification if the information on the list is set up correctly or not. How do I do that?
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beeoctopuscroissant
Jul 12, 2022 Place SharePoint
18KViews
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1Comment
Trying to Change the Gallery View with JSON to open custom URL instead of edit item menu
I have a simple list as follows: I'm trying to update the Gallery view so that when you click on the tile it opens the URL in "Form Link" instead of opening the standard "edit item" menu. I think I have to change the elmType to "a" instead of "button" but I've tried all combinations of href and target but I can't get it to work quite right. I'm fairly new to JSON does anyone have any suggestions? Here's my code: { "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/tile-formatting.schema.json", "height": 295, "width": 254, "hideSelection": false, "fillHorizontally": true, "formatter": { "elmType": "div", "attributes": { "class": "sp-card-container" }, "children": [ { "elmType": "button", "attributes": { "class": "sp-card-defaultClickButton" }, "customRowAction": { "action": "defaultClick" } }, { "elmType": "div", "attributes": { "class": "ms-bgColor-white sp-css-borderColor-neutralLight sp-card-borderHighlight sp-card-subContainer" }, "children": [ { "elmType": "div", "attributes": { "class": "sp-card-previewColumnContainer" }, "children": [ { "elmType": "div", "attributes": { "class": "sp-card-imageContainer" }, "children": [ { "elmType": "div", "attributes": { "class": "ms-bgColor-neutralLight sp-card-imagePreviewBackground" }, "children": [ { "elmType": "img", "style": { "display": "=if([$Thumbnail] == '', 'none', '')" }, "attributes": { "src": "=[$Thumbnail.serverUrl] + [$Thumbnail.serverRelativeUrl]", "title": "[$Thumbnail.fileName]", "class": "sp-card-imagePreview" } }, { "elmType": "svg", "style": { "display": "=if([$Thumbnail] == '', '', 'none')" }, "attributes": { "preserveAspectRatio": "none", "viewBox": "0 0 210 105", "class": "sp-card-defaultImage ms-bgColor-themeLighter" }, "children": [ { "elmType": "path", "attributes": { "id": "sp-card-defaultImage-path1", "d": "M0 25.7896L126.5 53.8817L96 105H0V25.7896Z" } }, { "elmType": "path", "attributes": { "id": "sp-card-defaultImage-path2", "d": "M96 105L158.7 0H204C207.314 0 210 2.68629 210 6V105H96Z" } } ] }, { "elmType": "svg", "style": { "display": "=if([$Thumbnail] == '', '', 'none')" }, "attributes": { "class": "sp-card-defaultImageOverlay", "viewBox": "0 0 40 40" }, "children": [ { "elmType": "path", "attributes": { "id": "sp-card-defaultImageOverlay-path1", "d": "M 4 4 H 37 V 37 H 4 L 4 4" } }, { "elmType": "path", "attributes": { "id": "sp-card-defaultImageOverlay-path2", "d": "M24.17 21.151L21.66 24.741L17.54 19.191C17.3322 18.914 17.0062 18.751 16.66 18.751C16.3137 18.751 15.9877 18.914 15.78 19.191L9.20997 28.051C8.97126 28.3786 8.93818 28.813 9.12453 29.173C9.31088 29.533 9.68465 29.7567 10.09 29.751H29.91C30.3085 29.7562 30.6769 29.5396 30.866 29.1887C31.0551 28.8378 31.0335 28.411 30.81 28.081L26 21.151C25.7991 20.8407 25.4546 20.6533 25.085 20.6533C24.7153 20.6533 24.3709 20.8407 24.17 21.151Z" } }, { "elmType": "path", "attributes": { "id": "sp-card-defaultImageOverlay-path3", "d": "M28 15.751C29.3807 15.751 30.5 14.6317 30.5 13.251C30.5 11.8703 29.3807 10.751 28 10.751C26.6193 10.751 25.5 11.8703 25.5 13.251C25.5 14.6317 26.6193 15.751 28 15.751Z" } }, { "elmType": "path", "attributes": { "id": "sp-card-defaultImageOverlay-path4", "d": "M4.5 37.251H35.5C36.3284 37.251 37 36.5794 37 35.751V4.75098C37 3.92255 36.3284 3.25098 35.5 3.25098H4.5C3.67157 3.25098 3 3.92255 3 4.75098V35.751C3 36.5794 3.67157 37.251 4.5 37.251ZM4 4.75098C4 4.47483 4.22386 4.25098 4.5 4.25098H35.5C35.7761 4.25098 36 4.47483 36 4.75098V35.751C36 36.0271 35.7761 36.251 35.5 36.251H4.5C4.22386 36.251 4 36.0271 4 35.751V4.75098Z" } } ] } ] } ] } ] }, { "elmType": "div", "attributes": { "class": "sp-card-displayColumnContainer" }, "children": [ { "elmType": "p", "style": { "text-align": "center", "font-size": "18px" }, "attributes": { "title": "[$Title]", "class": "ms-fontColor-neutralPrimary sp-card-content sp-card-highlightedContent" }, "txtContent": "=if ([$Title] == '', '–', [$Title])" } ] }, { "elmType": "div", "attributes": { "class": "sp-card-lastTextColumnContainer" }, "children": [ { "elmType": "p", "style": { "text-align": "center", "vertical-align": "top", "word-break": "normal" }, "attributes": { "title": "[$Description]", "class": "ms-fontColor-neutralPrimary sp-card-content " }, "txtContent": "=if ([$Description] == '', '–', [$Description])" } ] } ] } ] } }
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Grayson1530
Feb 04, 2021 Place SharePoint
15KViews
1like
12Comments
Flow to send email to different individuals based off SharePoint List
Hi All! I will attempt to state the following as clearly as possible 🙂 I have a flow set up to send me a notification. It's triggered when the SharePoint List column 'Development Date' (date format) hits 90 days past the specified date. At times this can be multiple line items that have the same Development Date. This works well with no problems. My next goal I am hoping can be accomplished is to have the flow send an email to the individual who is tied to that respective line item/row. It is a column in the List, 'Point of Contact'. I don't see an issue with this if there was ONLY one line item that hits the +90 day 'Development Date', but this sounds tricky when there are multiple line items. My hope is to have the automation look at the first column, 'Opportunity', and send an email to the Point of Contact that is tied to that Opportunity without including the other line items that DO NOT pertain to that specific individual. The email context will be the same other than those dynamic field. I was thinking that I couldn't leverage the Switch Control condition because the 'Opportunity' does not equal the same every time. Opportunity names change and Point of Contacts change per opportunity. Please let me know if I can further clarify any of the above! Thanks in advance and much appreciated!
MatanG6
Feb 04, 2021 Place Power Apps and Power Automate in SharePoint
12KViews
0likes
2Comments
SharePoint list in Document library folder
Hello! I have set up a power automate flow to gather information from another teams SharePoint excel document to my teams SharePoint list for easier access. I will be doing the same with other SharePoint excel documents, but I am looking for a way to place these lists in one document library this way I have all the lists in one place instead of having multiple lists in our navigation pane. From what I have read and understand this is not possible to do, but I am hoping someone has a workaround. Any help is appreciated.
Katie_Collins
Oct 09, 2023 Place SharePoint
11KViews
0likes
8Comments