Using a basic SharePoint workflow to approve a policy changeSharePoint Server 2016 SharePoint Server 2013 Enterprise SharePoint approval workflows can be used for a variety of different purposes. In this post I’m going to show how a SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed.What is SharePoint workflow?Workflows […]
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How to link fields in a document to an O365 libraryLinking fields in a word document to a document library can save time and also ensure consistency of reporting. This technique is really useful for Policies amongst other use cases. This post will provide the step-by-step instructions you need to follow to link fields to […]
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What is the difference between a SharePoint Group and a SharePoint AudienceWhat is a SharePoint Group?A SharePoint group can be created by a user from within SharePoint and requires that user to manually add or remove users. A SharePoint group can also contain many Active Directory groups (which themselves can contain child AD groups). SharePoint groups […]
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Do you need one document library or many?Here is a list of all the things that you need to consider when deciding whether to maintain one SharePoint document library or to use many ? As you would imagine there is no correct answer, but hopefully this list allows you to make an informed decision.Metadata NavigationMetadata navigation […]
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How to use Search (KeywordQuery) to query user profiles in SharePointHave you ever need to write C# code that returns a list of people (user profiles) and for it also to be lightning quick? Obviously, you could use the UserProfileManager to do this, but be warned it’s NOT quick as you more often that not […]
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How to filter a SharePoint Task list to only show items due within 7 daysTask lists can end up being so large that you can’t focus on your priorities. In this example we are going to show how to create a view that only shows the tasks that are due in the next 7 days.Step 1: […]
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SharePoint Survey Permissions Explained SharePoint Permissions can be complex at the best of times. After all, we have constructs like inheritance, group / user permissions, permission levels and so on. This post will attempt to tackle some of the security questions that you may have asked when dealing specifically with SharePoint Survey security and permissions. We […]
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Policies and Procedures management in SharePoint – 6 ways we are going to helpOver the last 2 years – whilst helping customers benefit from DocRead for SharePoint – we have discussed the management of policies and procedures (within SharePoint) on several occasions. We have found that some organizations are really struggling to understand how SharePoint can help them […]
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How to support multiple versions of SharePoint in a single Visual Studio solutionIf you are ever tasked with having to support more than one version of SharePoint in a Visual Studio Solution (e.g SharePoint 2010 and SharePoint 2013), then this post will hopefully be of some help! Before I get started – if after reading […]
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The best SharePoint blogs in the worldThis is a list of the Top SharePoint Blogs in the world (I know very scientific!). It’s actually built with a service called “List.ly“, which I think is awesome. Why not embed this list into your blog ? This post is very popular so it’s worth while embedding the […]
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