All Blog Posts — Page 29

A department of University of Alabama at Birmingham needed a simple registration form for its Lunch and Learn events. Request a free consultation Business Requirements A department needs a simple registration form for its Lunch and Learn events. Ideally, the form should allow a user to simply click a button and sign up to attend, but with several user attributes (name, address, department, etc.) are still needed to be collected. A confirmation email to the registrant and the event organizer should be sent immediately; a reminder email should go to the registrant 24 hours before the event. If the event is cancelled or the date is changed, the registrant should receive notification of the cancellation or update. After the event, the user should receive a follow-up email requesting that s/he fill out a post-event survey. ...

How to create layouts to display certain SharePoint 2013&2016 form fields for predefined users or groups only. Request a free consultation Business Requirements SharePoint 2013 list can be displayed with multiple form layouts for different company departments (user groups). Virto Software Components Used Virto SharePoint Forms Designer. Solution Summary Virto Forms Designer for SharePoint 2013 allows users to create custom form views for distinct users\groups. This feature is essential to secure the company’s sensitive information and allow access to certain data for users with permissions only. Also, the layouts improve usability by displaying the same list’s form for each department. It is possible to hide certain fields or tabs according to user/group permissions. If defined conditions allow a user to have access to several views, the view with highest access priority will be displayed. For example, let’s create a form for Dev department. You can start with default view and align all form controls as needed. ...

Send email to employees without ability to unsubscribe Request a free consultation Business Requirements Send email from CEO to employees list. Employees should not have the ability to unsubscribe at their leisure. Virto Software Components Used SharePoint Workflow Activities Kit; SharePoint Alerts add-in. Solution Summary The solution was created for a broadcasting company with a large number of users. Prior to this change MailChimp was used but that wasn’t desirable as employees could unsubscribe at their leisure. With Virto solution, the company was able to send emails “from” the CEO to all employees as well as newsletters from the corporate communications department. Solution 1. (SharePoint 2007, 2010, 2013, Office 365) Virto’s smtp workflow action allows sending email to everyone, in keeping with the executive’s request. Solution 2. (Office 365) Virto SharePoint Alerts add-in can be used to create and send SharePoint emails in an intuitive interface. Even a non-power user is able to create beautiful newsletter with pictures, links, tables and text formatting. SharePoint email sending schedule can be also predefined. ...

Our customer required a possibility to book Outlook meeting rooms from within SharePoint Online. Let’s explore how it was perfored with Virto Office 365 calendar app. Request a free consultation Business Requirements A single view to combine and manage all events from Exchange Online shared calendars and SharePoint Online calendars. A possibility to create events in SharePoint Online calendar and book conference rooms sourced in Exchange Online. Send out meeting invitations to SharePoint users, Exchange addresses and external addresses. Virto Software Components Used ...

Create alert to track field changes and ensure any important events are not missed Request a free consultation Business Requirements Receive an alert as soon as a value in the required field was changed. VirtoSoftware Components Used Office 365 Alerts add-in Solution Summary Iowa State University needed a solution to receive an alert when a certain field of the list was changed. This business process can be used for instance to inform about a task/project completion, the same solution also works as a tool to track any important changes in the list. You can customize the alert really simple with Office 365 Alerts add-in by Virto. In this example, I’ll create an alert for a project list. After a certain phase of this project is completed, the user makes a note in the predefined field and the project manager receives an alert with a request to approve. ...

Outlook meeting room schedules can be combined with calendar events into a single view. Here is described the relevant customer case with Virto Calendar app. Request a free consultation Business Requirements To check Outlook meeting rooms’ availability in a SharePoint Calendar in day, week, month or year view. This way, a user will always know if a meeting room is available at the time and date they want, and the room availability does not conflict with his scheduled events. Solution Summary Office 365 OOTB options do not enable users to display Exchange Online meeting room in SharePoint calendar and integrate conference room schedules with other meetings. The Virto Calendar app functionality allows you to view the availability of a certain meeting room right on your SharePoint Online calendar screen. You can correct your busy schedule in one view, and change meetings or events according to availability of a certain room. You need to create events in your Outlook and pick available rooms. ...

VirtoSoftware provided The University of Alabama at Birmingham with a solution for conference room reservation with approvement. Request a free consultation Business Requirements The customer needed their executive conference room to be available for reservation for all the employees across the organization. Reservations should be routed to the room owners for approval. Details about actual reservations should not be visible to anyone except the conference room owners and the person who created the appointment. Content should not live in Outlook. Recurring items are allowed. Since the room is an executive conference room, actual reservations can be “bumped” by VIPs; cancellation notices caused by this situation should be sent to the person originally reserving the room. Virto Software Components Used ...

How to migrate lists in SharePoint Online with Virto Backup & Recovery tool Request a free consultation Business Requirements Perform list migration between site collections in SharePoint Online. Restore “Person” and “Lookup” columns. Business Requirements Virto SharePoint Online Backup & Recovery solution. Solution Summary We have the following “out of the box” solution: Save the list as a template (list settings -> save list as template), download saved template from the List Template Gallery, and load it in the List Template Gallery at the site collection, where we want to restore the list. This option works properly only if the list does not have column types “Person” and “Lookup”. “Person” column may be restored, but its values may not correspond to the original list. The values ​​in the “Person” type columns are stored as 19; #User Name (where 19 is ID User and User Name is username) and restored by their ID. User ID is unique within the site collection. That is why when you transfer the list to another site collection, this ID may be assigned to another user or do not exist at all. Lookup field also can`t be restored with the List Template. Even if we restore the list with lookup field by saving as a template, the values from lookup will not be restored. The ID of list from the referenced column is stored in the list template. And the list receives a new unique ID after restoring from a template. We can use Virto SharePoint Online Backup & Recovery tool to solve this issue. Virto Backup & Recovery Cmd is a migration solution that allows you to save / restore data in SharePoint Online. You can view the detailed example of SharePoint Online backup solution in Virto blog. ...

As example, you can add a link to client card view form from lookup field in your alert Request a free consultation Business Requirements The ability to add link to company details card in Virto SharePoint alert email. The company details column is a lookup column. Virto Software Components Used SharePoint alerts add-in Solution Summary The additional feature of Virto Office 365 alerts add-in allows you to customize your SharePoint Online alert to receive an email with links to lookup fields with additional information. All lookup fields are displayed as links, so you can customize your alert report with more additional details. For example, a Virto client recieved a daily summary alert of all changes from its clients list. The list has a lookup field “Company”. ...

Design the custom SharePoint form for user requests, feedback, lead generation on any SharePoint site. Request a free consultation Business Requirements Insert a custom form into a certain SharePoint site page. Display the dialog box after the successful form filling. Virto Software Components Used Virto Forms Designer for Office 365. Solution Summary A mining corporation needed to insert a custom form into a certain SharePoint Online site. The company uses the capabilities of Virto Forms Designer for Office 365 to create a custom form, and the following solution allowed to place this form to a predefined site. After the form configuration in Virto Forms Designer for Office 365, you need to open the form settings and click “CSS” editor to add css code: .ms-dialogHidden { display: none; } #contentBox { min-width: 0px; padding: 0px; margin: 0px; } #contentRow {padding-top: 0px;} ...

The simple solution to add events from a SQL database to Office 365 calendar Request a free consultation Business Requirements Add events from a SQL database to Office 365 calendar Virto Software Components Used Office 365 Calendar add-in. Solution Summary Carnegie Hall in NY requires a SharePoint Online calendar that syncs with their SQL event lists. Virto SharePoint Calendar web part for SharePoint 2016, 2013, 2010 or 2007 has the ability to overlay events from external data sources including Exchange Calendar, Google Calendar, SalesForce Calendar, SQL Tables and XML. But Virto SharePoint Online Calendar does not support direct connection to SQL Server. However, you can add a SQL list to your Office 365 calendar with a few simple steps. You need to create External Content Type for your SQL server table and then create External List in your SharePoint Online which will display events from your SQL table. Then you can use this list as datasource for Virto Calendar for SharePoint Online. ...

How to display a project name instead of a task name on cards of Virto Kanban Board app for SharePoint Online. Request a free consultation Business Requirements A group of developers prefer to use a single SharePoint task list (a Kanban board) for all of their projects. Many projects do not require lots of tasks, and creating a separate task list or a board per project would be overkill. That is why every kanban card should be named after a project, not a task. A big-picture view of all of team work across all projects instead of flipping from one board or a page to another. Virto Software Components Used Virto Kanban Board App. Solution Summary The department of media corporation required a flexible agile project management tool for SharePoint Online. The solution must have the ability to select a SharePoint list field that will be displayed as the Task title. For example, not a Task name, but Project name. A standart agile board with sorting option by task priority. ...