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Showing posts with the label SharePoint Online

SharePoint Online - Conditional Formatting a Column Between Two Dates using JSON

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** UPDATE 16/10/2018: In Q4 2018, microsoft are releasing the capability to do this column formatting using the GUI (no code!):   https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog/Reinventing-SharePoint-business-process-at-Microsoft-Ignite-2018/ba-p/260444 ** UPDATE 30/08/2018: I initially wrote this blog at the start of august with the old method (see end of post), however thanks to Dave Paylor ( @payl0rd ) I found a new, cleaner method to creating conditional formatting which brought my lines of JSON down from 50 to 7. What Microsoft have plenty of examples on how to implement conditional formatting on a SharePoint list.  However my specific needs were: If Date >= [Today] + 30 days Then Background WHITE If Date <= [Today] -2 years Then Background WHITE  (This covers any empty fields) Else Background ORANGE  Why I was building a list to monitor licence expiry, applying conditional formatting to these date rules meant that I c...

Nintex Workflow for O365 - Permission Issue With Custom Task Form

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What Product: Nintex Workflow & Forms for O365 Scenario: Create a custom Task Form on an 'Assign a Task' action via the ' Edit Task Form ' option Issue: Staff member does not have sufficient permission to approve task, and is instead provided with the following error message "Item does not exist. It may have been deleted by another user." Why In my case, I checked permissions on the list hosting the workflow AND the Workflow Tasks list to ensure the user had at least Contribute access on both (as per Nintex instructions here ). However the error message continued to appear.  In the end it was because of two things: On the list hosting the workflow, in ' Advanced Settings ' I had set Read Access to ' Read items that were created by the user '.  This was so staff cannot see requests submitted by their colleagues. The moment you edit the task form in Nintex Workflow, the Task Form requests data from the list item r...

SharePoint Online - Share or Copy Link Button Defaulting to 'GuestAccess' Link

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What Ever tried to copy or share a link in SharePoint Online and it defaults to providing you with a Guest Link that is 'accessible to anyone in the organization'? It's a really good option for staff that want to quickly share a document without having to understand SharePoint Permissions. Unfortunately, the Guest Access Link forces the user to open up the document In-Browser using Office Online.  I personally can't abide this until the functionality between Online & Client are 1-to-1. How to Fix SharePoint Online defaults the Sharing settings for copying & sharing links to "Internal - People in the Organization Only' , which basically means 'Guest Link that opens in browser'. To change this you just need to go to: SharePoint Administration Center Sharing Tab Change the 'Default Link Type' setting from 'Internal' to 'Direct - Only people who have permission' Done!  No more links with 'guestaccess....

SharePoint Online - Hide External Users from Global Search Results

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Had a problem where external users (people outside our organisation who had been provided with an anonymous link to OneDrive/SharePoint Documents) were showing up in SharePoint's People Search Results. This article explains how to fix:  https://englando.wordpress.com/2015/07/24/hiding-users-from-office-365-sharepoint-global-search-results/ Basically you need to add a Query Rule to SharePoint's 'Local People Results' Search Query to block out results that contain the external users. I personally filtered out all results where a persons Username contained ' #EXT#' , which is what gets appended in Office 365 whenever an external user is given access to a document.

SharePoint Online - Automate Site & Group Creation with Nintex Workflow O365

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What Nintex Workflow for O365 has an action to create a site automatically in SharePoint, but it's functionality is quite limited.  You can't create groups and you can't add staff to those groups.  This tutorial shows you how to create a Nintex workflow to automate the whole process using SharePoint Web Services. Even better, we are going to create the ability to automate Site Creation across multiple Site Collections. If you're looking for a tutorial on how to do this in Nintex Workflow 2010/2013, I've written an article here:  SharePoint 2010 - Automate Site & Group Creation with Nintex Workflow 2010 Why As most SharePoint administrators are aware, it's ALWAYS a bad idea to give staff the ability to create SharePoint sites.  They will end up creating them for the wrong purposes, will not maintain them, no retention policies will get assigned to them, etc. However, you don't want to restrict your users creative freedom.  You want to govern it...

SharePoint Online - Retrieve the Permission Mask Values for a Site using Powershell

This article stems from another article explaining how to [[Automate Site & Group Creation with Nintex Workflow O365]] - Coming Soon What Use Powershell to retrieve detailed data about the permission levels on a particular site Why I had previously created a Nintex Workflow to Automate Site & Group creation using nintex workflow on SharePoint 2010 .  I needed to recreate the same workflow in SharePoint Online / Nintex Workflow O365, however the SharePoint 2010 script for retrieving Permission Mask values did not work. How Using Powershell 3.0 or later, and SharePoint Online Powershell Module.  Open up the SharePoint Online Powershell Module and paste the following code (after updating the variables at the top for your site and admin details): # SharePoint Online - Retrieve the Permission Mask Values for a Site using Powershell # Specifies variable $AdminURI = "https://company-admin.sharepoint.com" $RootSiteCollection="https://company.sharepoint.co...

SharePoint Online - Branding with CSS

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----------------------------------------------------------------------------------------- This post is related to a larger group of posts called  Migrate SharePoint to Office 365 - Planning & Steps ----------------------------------------------------------------------------------------- I've gone with a Publishing Site Collection so that I can use the 'Alternate CSS URL' in Site Settings > Master Page. First off, thanks to the following websites which helped get me started: http://blog.sharepointexperience.com/2015/02/sptechcon-austin-february-2015/#more-2766 http://blog.sharepointexperience.com/2015/01/to-brand-or-not-to-brand/ Here's what the end result will look like (if you have the same fonts): Now for the CSS... /* Design By : Brett Randall */ /*     Design Colours: Greens/Greys/Blues */ /*     Last Modified : 28/02/2017 */ /*     Description: CSS to rebrand SharePoint Online Publishing Site Collection that is...

Office 365 - SharePoint Online: Run a Report to List Your SharePoint Service Administrators

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What I've begun setting up the governance model for SharePoint Online and was working out the best way to ensure when I give someone SharePoint Administration Access that they automatically have full access to administer every Site Collection. My method is to use the 'SharePoint Service Administrator' Group.  This is the group that you are added to when your O365 User Account is assigned the 'SharePoint Administrator' Role. Why My reasoning is that way when a staff member joins the team you only need to get them added to one spot and they are good to get on with the work. Problem Occasionally you will want to check that the right staff have access.  How do you report on who is a member of that group!?  I searched high and low to no avail.  When that fails, there's only one choice...  Powershell. Here's the script you need to run in order to bring back a list of every user that has been given SharePoint Adminstrator Access: #Connection to Off...

SharePoint Online - Switching Between Classic & New Experience

Did you click the 'return to classic SharePoint' button in SharePoint Online and are unsure how to get the New Experience back? You need to clear all cookies from your browser and load up the site again. There doesn't seem to be any button in the GUI that allows you to switch the new experience back on for your specific profile. Update 27/07/2017 : Microsoft have advised that they are adding a 'return to Modern UI' button so people can quickly switch back and forth

Migrate SharePoint to Office 365 - Planning & Steps

WORK-IN-PROGRESS A repository of resources containing what you need to consider before you migrate your On-Premises SharePoint environment to Office 365 (SharePoint Online). This area contains in-depth detail around the planning stage for your SharePoint Migration and how to gather the data you need to be properly prepared come migration day (in no particular order): [[Measuring On-Premises SharePoint Bandwidth]] [[Gathering Storage Requirements for SharePoint Online]] [[Backup & Recovery Options]] --[[3rd Party Tools]] --[[Preservation Hold]] ----[[Calculating Storage Requirements for Preservation Hold]] [[Migrating Content]] Branding --[[Employee Experience]] [[Information Architecture]] --[[Data Retention & Versioning Policies]] --[[Archiving Data]]

The Best OOTB Cross-Site Collection Navigation Solution for SharePoint Online

**UPDATE: This post is now outdated & I suggest using SharePoint Hub Sites to get Cross-Site Collection Navigation I will start by saying:   This solution sucks, but I've done my fair share of research/testing/swearing so you don't have to.  This is the best option you can currently achieve with OOTB (Out-of-the-box) functionality. Problem:  Many large companies moving to SharePoint Online have the same problem.  They have enough data that it needs to be spread out across multiple site collections.  How the data should be split up is a different story .  The fact is, they would like to have consistent Global Navigation across all site collections. Reasons why you would want the same global navigation across all site collections:  Visibility of everything that exists within the SharePoint Online Tenant Consistent navigation simplifies the User Experience, allowing them to be comfortable in any Site Collection without having to remember a ...

Push & Pull data to SQL via SharePoint Online and BCS

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PURPOSE Ever wondered what sort of SQL data connections are possible in SharePoint Online? Ever wondered of the limitations when trying this type of setup? If so, read on...  This tutorial will go over all the steps to setup everything from scratch.  Every step is important, you miss one, it won't work. WHAT YOU NEED SharePoint Online Plan 2 (you cannot achieve this with the basic version of SharePoint online as you require access to the Admin panel to setup Secure Store access permissions and BCS permissions. A windows azure account (which you can get a free 30 day trial as long as you're willing to provide your credit card. SharePoint Designer 2013 installed locally (required to create the final connection to the azure DB. Please note, you'll make this a hell of a lot easier if all these accounts are setup using the same office logon.  Otherwise you'll be logging in and out like a madman. IMPLEMENTATION Step 1 - Create SQL Database:   ...

SharePoint Online - List View Threshold Workaround

Ever had this issue on SharePoint Online? "This view cannot be displayed because it exceeds the list view threshold (5000 items) enforced by the administrator."  "To view items, try selecting another view or creating a new view. If you do not have sufficient permissions to create views for this list, ask your administrator to modify the view so that it conforms to the list view threshold." Well I have, and it sucks. My particular issue was that someone had uploaded 120,000 files to a document library, which they then wanted to add metadata to, however, being a bulk upload, they weren't adding it as they were going, so in turn, any sorting/filtering of such a large bank of files let to the famous error above. Of course you can't bypass the LVT (list view threshold), but as we all (should!) know, is that once you have added metadata, you can do things to avoid it. My solution to this issue is not quick, but it worked.  I created a view showing only...