Color Coding a SharePoint List

In order to differentiate various list items and highlight key items, there can be applied a method of SharePoint list color coding. Let’s see how it works in adding colored status dots to a SharePoint report list - we’ll perform that through designating a certain color to each status value. Using a Calculated SharePoint List Column Open or create a SharePoint list that you want to add color coded status to, and go to List > List settings and click the Add a new column option. In the column creation tab, type in the name - Status indicator and select the column type - Choice. In the Choice option box enter the status colors - green, yeallow, red, and press OK. Next, create another column to display the color-coded dots. Enter the field name - Status, and select the field type – Calculated. We need to enter the formula here: ="<DIV style='font-weight:bold; font-size:50px; margin-top: 30px; color:"&[Status Indicator]&";'>•</DIV>" ...

December 8, 2017 · 3 min · Sergi Sinyugin

Virto Calendar App Quick Start Guide

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! ...

October 6, 2017 · 2 min · Sergi Sinyugin

Workflows in SharePoint 2013

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. ...

September 27, 2017 · 6 min · Sergi Sinyugin

SharePoint Forms Simplified: from Basic to Custom Entries

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: ...

July 31, 2017 · 13 min · Sergi Sinyugin

Best SharePoint Web Parts: Advantages and Best Practices

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: ...

June 29, 2017 · 6 min · Sergi Sinyugin

How to Create SharePoint 2013 Reusable Workflow

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). ...

March 7, 2017 · 4 min · Sergi Sinyugin

How to Create SharePoint Designer 2013 Workflow

https://www.youtube.com/watch?v=U-14lR7s6d8 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. ...

March 7, 2017 · 7 min · Sergi Sinyugin

SharePoint Workflow Creation Basics

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. https://youtu.be/U-14lR7s6d8?si=5gXzeJ2IDQWQJdzY 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. ...

March 7, 2017 · 7 min · Sergi Sinyugin

How to Set Up SharePoint Alerts

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. ...

February 2, 2017 · 7 min · Sergi Sinyugin

How to Set Up SharePoint Reminder Email

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. ...

February 2, 2017 · 3 min · Sergi Sinyugin