Administration

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. ...

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 https://youtu.be/NQAZM-Xex1U 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 Event Alerts is a flexible notification system that sends alerts and reminders in SharePoint online via email. Let’s discuss how to set up a daily summary of changes made to a document. For doing this, you first need to click on “add alert”, and then select “document list” for your list type. After that, in “change type” you choose “all changes”. Next you give a title to your alert. Under “recipients” you specify the user (it can be any user or existing users from document library fields, or you can enter the email of the user instead) to whom you want the email to be sent. Then, under “message view” you can type your subject, modify your header and footer, as well as the body of your message. You can also include tags and field values. Finally, under “options”, you can specify your filter view to “all items”, or choose a modified view, or set up specific conditions. Then you chose when you want the alert to be sent. You have four options: “immediately”, “daily summary”, “weekly summary” and “a date depending on a field value”. After saving your options you can see the alert in “my alerts”. ...

Exchange and SharePoint calendar integration is a much-wanted ability which is available in the Virto SharePoint Calendar web part and Office 365 Calendar app. To start using the app or the web part, you need first to add it into your SharePoint Site. Once you have added an Exchange calendar to SharePoint, you get a number of handy abilities: You can manage events in SharePoint Online calendar, and have the changes reflected in your Exchange calendar. You can book Exchange meeting rooms and send out meeting invitations to SharePoint users, Exchange email addresses, and any external addresses. It becomes possible to overlay all your events from SharePoint Online calendars, Exchange Online calendars, including shared calendars and meeting rooms, in a single SharePoint calendar. Adding Exchange Online Calendars Open the Virto Calendar settings page at your SharePoint site and check the required boxes opposite the listed options. Now you can view your Exchange calendars in SharePoint. ...

Web parts are the basic building blocks of a SharePoint 2013, 2016 and 2019 Page. They help users change content and appearance of SharePoint pages directly. Web parts can be added to zones of a SharePoint page and can then be customized to create a unique page. Web parts can be used to consolidate data from various sources into dynamic information and display in an organized and useful way. Usually a number of Web Parts are bundled and available along with different editions of SharePoint. They can also be purchased from third-party vendors. ...

SharePoint web parts are intended for performing specific tasks on a SharePoint page, like displaying site content, pictures, search results, and for dozens of other purposes. Here we are going to overview the processes of adding, editing, and moving Web Parts in SharePoint. How to add Web Parts in SharePoint 2019? For adding a web part, there is an intuitive interface of the Web Part Gallery in SharePoint. You can view the web part categories and sub-categories on the Gallery page. If clicking on a web part name, a description and an example would be first shown. The steps below would help you in adding a Web Part in SharePoint. ...

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. Then click Save. On the next step click “New” in the Layouts on ribbon and create a layout. Here you can define the name of layout, set the list of groups and users with permission to view this layout. Note: If defined conditions allow a user to have access to several views, the view with highest access priority will be displayed. The smaller the number, the higher the priority. Now you can edit several views in SharePoint Forms Designer. And you still can apply distinct fields view permissions to every custom view of Virto SharePoint Forms Designer. ...

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”. When the client recieves the alert email, this “Company” lookup field is displayed as a link to item`s view form. You just need to click on link to see more company details from lookup field. You can download the fully free 30-days SharePoint alerts add-in to create informative alerts in your SharePoint Online. Try all its features right now! ...

Here is the showcase of how to proceed list migration across SharePoint Online site collections with the Virto Backup & Recovery solution. The starting point of the list migration process is like that: Save the required SharePoint list as a template (List settings -> Save list as template); Download the saved template from the List Template Gallery; In List Template Gallery, upload the list to the site collection, that is supposed to restore the list. Note that the method works properly only if a SharePoint Online list does not contain the “Person” and “Lookup” column types. The “Person” column may be restored, but its values may fail to correspond to the original list. The “Person” column’s values are stored as 19; #User Name (where “19” refers to ID User, and “User Name” refers to a username) and restored by their ID. User ID is unique within one site collection. That is why, when transferring a list to other site collection, the ID value may appear to be assigned to a different user, or not found at all. ...

SharePoint Calendar Web Part can make your work with Outlook calendar in SharePoint 2013 much easier! Now you can display Exchange calendar event attachments in tooltip of Virto SharePoint Calendar web part. The event tooltip box doesn’t leave you much room to explain everything, but now you can use the ability to add attachments to your SharePoint calendar events! You can show documents to co-workers, send files or just announce your company’s party with a pic alike via an event in your SharePoint calendar. Just check the box in web part settings and you will able to download attached files right from the event view. SharePoint Calendar Web Part is intended to show all your events from several data sources including Exchange Calendar, Google Calendar, SalesForce Calendar, SharePoint List, SQL Tables or XML and have different views for your easy navigation and reference in single space. You can have all the events from different data sources displayed in a single SharePoint calendar view, sparing the necessity to switch between multiple views. ...