All Blog Posts — Page 27

SharePoint Designer workflows are a powerful tool for streamlining and automating various business processes. This comprehensive SharePoint workflow tutorial will guide you step-by-step on how to create a workflow in SharePoint 2013, ensuring that even beginners can understand it with ease. If you are new to the subject, this post will serve as an excellent starting point, demonstrating the basics on how to create workflow in SharePoint. By following this tutorial, you will learn to harness the full potential of SharePoint workflows, enabling your team to collaborate effectively. Whether you’re looking to automate routine tasks, streamline decision-making, or enhance communication, this SharePoint workflow tutorial is the perfect resource for mastering the art and creating approval workflow in SharePoint Designer 2013. ...

SharePoint has emerged as a powerful platform to streamline workflows and enhance productivity. If you’re looking to harness this potential, understanding how to create workflow in SharePoint is an essential skill. This article will guide you through the fundamental steps to create workflow in SharePoint, regardless of whether you’re using SharePoint Online or an on-premise solution. What is a SharePoint Workflow? This overview of SharePoint workflow basics highlights the key aspects of how to create workflow in SharePoint, workflow usage and the ways to integrate workflows even if you are completely out of coding. SharePoint workflows are intended to automate business processes and reduce manual operations. ...

SharePoint Workflow Scheduler by Virto with the newest update was released. SharePoint Workflow Scheduler is a tool for SharePoint 2016, 2013, 2010, and 2007, that allows users to run any SharePoint workflow within a site collection on a specific date and time. The schedule of a SharePoint workflow includes hourly and recurrent options. Virto SharePoint Workflow Scheduler can be installed on a SharePoint site and does not require Visual Studio or SharePoint Designer to schedule your SharePoint workflows. With the newest release, we have added two features related to SharePoint workflows with errors. Now, a SharePoint workflow is not stopped if an error occurs. ...

Office 365 workflow activities range by Virto has been expanded with additional custom actions. We have added actions for List, Permissions and Active Directory processing in SharePoint Designer. Now you expand the range of ootb actions with more than 70 custom Office 365 workflow activities by Virto and automate your business processes without coding. The following Office 365 workflow actions have been added: List Processing Publish list item Rename document Get list item url extended (using CAML query) Create new task (extended) Convert date to a string Get list item ID by unique ID (extended) SharePoint Permissions Processing Get all site users Mathematical Calculate due date Import and Export Processing Import CSV to list Azure Active Directory Processing Get Azure AD user information Set Azure AD user attribute You can find a whole list of current Office 365 Workflow activities by Virto on the product page. Also, if you need a specific Office 365 workflow activity and you have not found it in the Virto Office 365 Workflow Activities Extensions set, you can send your request and we will fulfill it shortly (usually within one week). ...

SharePoint alerts can be configured to send an email or SMS when any documents or items on a SharePoint site have been changed. There are many use cases and business scenarios where you can use SharePoint alerts. You can configure instant notifications for changes and updates made to an item, list, or library to improve the collaboration of a team working on a specific project. SharePoint alerts can be created to track newly added items or accidentally deleted files in a library. You have a variety of options to apply SharePoint alerts in your business processes, but it is a question of limited flexibility of default SharePoint alert triggers that may not always meet specific requirements. ...

The SharePoint collaborative platform allows users to launch quite a sophisticated notification system. If the SharePoint native abilities are not enough, third-party tools are worth considering. The SharePoint functionality enables us to: Create a SharePoint reminder on team or personal calendar events; Send a SharePoint reminder on recurrent events, such as a weekly meeting or a monthly report; Receive SharePoint reminder emails regarding certain list items (for example, tasks) 2 days before their overdue date; Send reminders for users on upcoming tasks assigned to them; Send a SharePoint reminder about contract or policy expiration. The SharePoint alert system allows us to receive a SharePoint alert email triggered by an action applied to a specific item or library. What SharePoint does not allow us is to adjust a SharePoint date-based alert. ...

Regardless of the future of still dying InfoPath with its pro and cons, there are many other ways on how to create a form in SharePoint 2013 with other solutions. This article will help you to find out how to create a form in SharePoint 2013 easily and seamlessly. Which alternative you choose will depend on your business needs, company budget, technical skills, and other specific factors. In this article, we will highlight the most obvious ways to create a form in SharePoint. ...

SharePoint Kanban has the major 3.0.1 update and you can enjoy the new design and a whole bunch of new abilities that equate the SharePoint Kanban on premise and the powerful Virto Office 365 Kanban. The web part is available for SharePoint 2016 and SharePoint 2013. 1. Design The design of SharePoint Kanban was changed to a modern one. ...

Need to create a SharePoint Kanban Board for a task list inside SharePoint Online? Here you can find step-by-step directions on how to do that. If you’d like to see video instructions, please watch our YouTube video. How to create a SharePoint Kanban Board for a task list To begin with, you navigate to your site contents and click on Kanban Board for Office 365 there. That will lead you to your board collections. If you want to create a new board, you simply click on the button “create new board”. Then you create a name and a brief description for the board. After that, from “open lists picker”, you choose “task” for “available content-type” and pick the list or lists you want to make changes to. For the next step, you add your settings for the columns under “board setup”. You can delete or move around the columns. You can as well change the maximum amount of tasks in each column. ...

For quickly differentiating tasks inside a SharePoint Kanban board you can color code them. First of all you need to choose the board and go to “card setup”. Then you need to scroll down and click on “add style rule”. Here you simply create a name and choose a color (border color, body color and font color) with which you would like to code the specific task. Then, in the “condition” part, you need to select the following from the drop down menus: 1. “assigned to”, 2. “is equal to”, 3. name of the person responsible for the Sharepoint Kanban task. ...

For those who didn’t know: you can create a SharePoint Kanban board that allows you to manage tasks by users instead of priority! This can be done in two ways. Creating Swimlanes by Users First of all, you need to change some settings on the list with which you’d like to create this Kanban board. So you go to the list and click on “list settings”. Then you need to scroll down, click on “assigned to” and select “yes” for “allow multiple selections”. And finally, you need to go back to your Kanban board. ...

SharePoint’s Alerts and Reminders App is a great tool which allows you to send alerts and reminders from SharePoint via email, and creates a flexible notification system on your SharePoint site. In addition, it has a convenient interface and is very easy to set up. For the beginning, click on “add alert” and specify the lists by choosing, for example, “documents”. Then you select “all categories” for category type, and enter a title for your alert. Under “recipients” you can specify any user to whom the alert will be sent. You can choose either any user or an existing user based on a document library field. Under “message view” you can customize the message, the header, footer and the body. You can also enter tags and field values for creating a detailed message. Then, under “options” you can choose how to filter the alerts. You can filter them either under a modified view, or can set specific conditions. And as a final step, you choose when to send the alert. You can choose to send it “immediately”, as “a daily summary”, “a weekly summary” or “on date depending on a field value”. After saving the changes you can see the alert under “my alerts”. For creating a SharePoint reminder, you click on “add reminder”, specify your list, give it a title, choose recipients, and customize your message. Next, under “options” you can choose filter view. In case you want to receive a reminder notification a few days before a document is due, you can chose “before” and type in the number of the days. When you save the changes, you will be able to see the reminder under “my alerts”. Under Settings, you can select your time zone, as well as specify the users who can create SharePoint alerts for other users. ...