All Blog Posts — Page 26

The Virto Forms Designer allows you to create complex SharePoint list forms, enjoying the user-friendly app interface with a rich set of customizing features. With SharePoint Forms Designer, you can transform a SharePoint list into a well-structured form with sections, tabs, buttons, and other elements to create a perfect layout. Custom Forms for Each SharePoint List View How to create separate views for New, Edit, and Display forms in SharePoint: Go to the required list in your SharePoint, and switch to the Library or the List tab. Click on the SharePoint Forms Designer icon on the ribbon to open the app in a new window. ...

Take a quick start guide to fully utilize the Virto Calendar app handy features. Now, you can manage every calendar list across your SharePoint site collection in a single view. What’s more, you can add Exchange Online personal and shared calendars, including Meeting room schedules, to display them in SharePoint. You can access the installed app on your SharePoint Site Contents page. Click the app, and launch the initial setting. By pushing the Auto-configuration button, you’ll enable us to automatically export all your existing Site calendars as data sources, create a Default calendar, and connect your Outlook calendars (if you have any). Here we go! ...

Virto Office 365 Alerts and Reminders app was improved and extended with new functionality. We have performed the code refactoring to optimize the app and added the following features: Daily reminders Scheduling with minutes Queue view Queue Queue feature is a new tab in Virto SharePoint Alerts app interface, that allows you to display queue view of all alerts and reminders. This tab includes all schedules of sent and upcoming alerts and reminders. Now, you’ll never miss any alert email and have the ability to track all executed and upcoming alerts. ...

Conceptually, SharePoint workflows are used to automate and simplify different work processes, such as document approval, user permission management, reports generating, and many other specific business processes and recurrent daily tasks. What is a SharePoint workflow? A simple SharePoint workflow can replace time-wasting manual operations, such as physical document validation, so you even don’t have to stand up from your chair to get this task done. You have probably heard about the different workflow platforms, such as SharePoint 2013 workflow, SharePoint Online workflow, or SharePoint 2010 workflow. All these platform types share the same core principle. The workflows created on these platforms may perform the same functionality and may be used to cover the same use case in distinct versions of SharePoint. Behind the scenes, SharePoint 2013 workflows and SharePoint 2010 workflows run on different platforms, and their maintenance is slightly different. However, the difference between a SharePoint 2013 workflow and the workflow in SharePoint 2010 covering the same use case may be unnoticeable for an end-user. ...

We have good news for you! The last update of Virto Office 365 Kanban comes with a bunch of amazing features and you will want them right now. Don’t worry, you don’t have to learn from scratch how to adjust the SharePoint Kanban settings. We have added the new design while keeping and simplifying the same steps of board customization. Moreover, all your existing Virto Kanban boards will be supported without any changes. The SharePoint Kanban board has an improved design, more options to customize cards’ view, and we added the most sought-after feature to merge several SharePoint lists on one board! Now, you can manage several projects in one Office 365 Kanban and have all your boards created on this tenant in a single view. ...

Office 365 Workflow Activities Kit allows you already to work with site and item permissions. Now, we have added 6 new actions for folder permissions processing, that will definitely shorten and optimize your work with Office 365 folder permissions. Meet the 6 custom actions included in Virto Office 365 Workflow Activities Kit: Stop folder permissions inheritance Restore folder permissions inheritance Grant permissions on folder Remove permissions from folder Remove all permissions from folder Remove all folder permissions for user(s)/group(s) You can find the full list of available Office 365 workflow custom actions on the product page. ...

Virtosoftware’s SharePoint Related Items Field for SharePoint 2013 and 2016 allows you to create repeated rows (related items) in the item and display it in a convenient view. With this ability, you can aggregate and edit lists’ items from one list in one item and list view to another. This feature allows you simple to create expense reports, procurement forms, timesheet hours reports, and implement many other other use cases, where it is requires to create dependency ONE TO MANY. ...

Introduction SharePoint Forms are at the core of efficient data management, user interaction, and workflow optimization within the SharePoint ecosystem. They significantly simplify data collection, saving time in the process. This article is your guide to SharePoint Forms. Whether you’re a beginner or an expert, we’ll help you understand what SharePoint Forms are and how to customize them. Our goal is to give you the knowledge and skills to make the most of SharePoint Forms. We will provide some insights into: ...

We are glad to inform you about the fresh release of Virto SharePoint Kanban Board web part for SharePoint 2013 and 2016. The version 3.3.5 contains 8 features making Virto Kanban even better! Minor bugs were fixed, and you can enjoy SharePoint Kanban Board with new improvements. Swimlanes behavior was changed. If there are any filters enabled to board the empty swimlanes will be hidden automatically. User option in condition control was improved. It displays only the users mentioned in current list. User filter was updated too. Now, when you apply any filter, only the users which take part in appeared tasks are displayed in User filter. We have changed the “Add new task” button behavior to more convenient for users. All new tasks created in SharePoint Kanban web part will be placed on the top of the column, where they were added. Now, you can use Field configuration for totals. The number from total statistics can be displayed with decimal places. We added “Ignore Max work tasks” option for the counts. So you can count data from all tasks or only from tasks specified with limits. “Tasks Number” function for the counts is another new feature, that allows you to display the number of tasks contained in a column. We added support of the web part connection to filter tasks. For example, you can add a filter to SharePoint page that contains Kanban Board or insert any other web parts, which support web parts connection. Save the web part and edit it to establish connection with Virto SharePoint Kanban. ...

Microsoft SharePoint is a powerful software-based platform that fosters seamless collaboration and productivity among employees. One of its standout features is the ability to create customizable websites using template-driven publications and expertly styled components. In this article, we’ll delve into the best SharePoint web parts, showcasing how they enhance the platform’s functionality and elevate the user experience to new heights. What SharePoint Can Do SharePoint excels in addressing a wide range of business needs, primarily by eliminating workflow organization-related issues. This is achieved through task scheduling, user profile management, and providing employees with valuable software components such as calendar plans, list forms, workflow activities for process automation, and bulk file management tools. The best SharePoint web parts further enhance these capabilities, making Microsoft SharePoint an effective tool for: ...

Undoubtedly, SharePoint Online is an amazing product that affords many opportunities for businesses to organize and improve their workflow. However, its functionality is sometimes not enough to meet all their needs. In such cases, there is a silver lining: Microsft 365 provides the ability to implement apps suited for every fancy. And, if designing a new standalone Office 365 app is too costly for a small business, and you want to close a gap in default Office 365 functionality to optimize your work processes, the best solution is Virto Office 365 Apps. In this article, we will speak about the best SharePoint apps for small businesses and big enterprises that could make a significant difference in your workplace. ...

In this article, we will discuss the difference between SharePoint workflow types and create a SharePoint 2013 reusable workflow. There are 3 types of workflows that you can create in SharePoint Designer. List Workflow Reusable Workflow Site Workflow SharePoint list workflow is associated with a particular list or library. It can`t be saved as a template or published globally. SharePoint reusable workflow is associated with Content Type. This workflow requires extra customization to associate it with a list or library. The benefit is that you can save the SharePoint reusable workflow as a template and apply to different lists and libraries that support the same content type. In other words, you can create a workflow action based on a columns set and start for all lists which have the same column (content type). ...