Showing posts with label SharePoint. Show all posts
Showing posts with label SharePoint. Show all posts

Friday, February 23, 2024

3 Types of Tags for Use in SharePoint

The following are three types of tags to utilize in SharePoint:

  1. Microsoft 365 Tags:
    • These tags are a newer feature within Microsoft 365.
    • One can create and apply these tags to various types of content, including files, Microsoft Lists, Microsoft Forms, and Loop components.
    • To create a tag, click the three dots next to the content item, select “Tag,” and either create a new tag or choose an existing one.
    • These tags are personal, meaning they are not visible to others, and they are not tied to the Term Store.
  2. Keywords in SharePoint:
    • While not traditional tags, one can use keywords to label and categorize content.
    • One can create keywords such as “Stack break,” “Line too old,” or “Light too high” to describe specific issues or characteristics related to content.
  3. Custom Metadata Tags:
    • Although not officially called “tags,” one can use custom metadata to achieve similar functionality.
    • One can create custom columns in SharePoint libraries or lists to capture specific information about content.
    • These columns act as tags, allowing one to classify content based on different criteria (e.g., page type, business function, audience and location).

Thursday, February 22, 2024

Top 3 Ways to Aggregating Content in SharePoint

The following are the top three ways to aggregate content in SharePoint/

  1. News Web Part:

Allows one to roll up news and announcements from different sites into a single site. Some ways to use it:

    • Edit the page where you want to aggregate news.
    • Add the News Web Part to the page.
    • Click the pencil icon to access additional settings for the web part.
    • Choose from the following data roll-up options:
      • This site: Displays news posts created and posted on the current site.
      • All sites in the Hub: Rolls up news posts from all sites within the Hub (available only for Hub sites).
      • Select sites: Manually select sites to roll up news posts from.
2.Events Web Part:
    • Similar to news, one can also aggregate events using the Events Web Part (SharePoint Calendar/Events, not Outlook Events):
      • Edit the page where one wants to aggregate events.
      • Add the Events Web Part to the page.
      • Click the pencil icon to access additional settings for the web part.
      • Choose from the following data roll-up options:
        • Events list on this site: Displays events from a specific calendar on the chosen site.
 3. Custom Search Verticals:
    • Create custom search verticals by getting familiar with managed properties and Keyword Query Language (KQL).

Tuesday, February 20, 2024

Top 3 Info on SharePoint and Microsoft 365 Groups

The following are three top aspects in regard to SharePoint and M365 groups:

  1. Microsoft 365 Groups:
    • Purpose: Microsoft 365 groups let users share content through SharePoint and OneDrive, as well as manage group-related elements across various Microsoft products. Via this aspect, they allow for collaboration.
    • Creation: One can create Microsoft 365 groups in several ways, and each method generates related elements from other Microsoft products. These include:
      • SharePoint site collection: A dedicated space for collaboration.
      • Outlook group calendar: Helps coordinate events and schedules.
      • Outlook email distribution list: Enables group communication via email.
      • Planner: A tool for task management.
      • Teams: For team collaboration.
      • Viva engage conversation: Social interaction within the group.
    • Group-to-group membership:
      • Microsoft 365 groups can be added to a SharePoint permissions group (such as visitors, members, or owners).
  2. Security Groups:
    • Purpose: Security groups are recommended for controlling access to OneDrive, SharePoint, and mobile device management.
    • Benefits:
      • Centralized management for large organizations.
      • Simplifies access changes (example: adding or removing users) by adjusting group membership.
    • Group-to-group membership:
      • Security groups can be added to a team.
  3. Distribution Lists (Regular and Dynamic):
    • Purpose: Distribution lists are lightweight versions of Microsoft 365 groups.
    • Functionality:
      • When one creates a distribution list, it also generates an email address for a group of people.
      • One can use distribution lists for sending notifications to group members (including external sources when enabled).
    • Difference between regular and dynamic distribution lists:
      • Regular distribution lists have a fixed membership.

Sunday, February 18, 2024

Top 4 SharePoint Nuggets for Productivity

The following are four SharePoint nuggets to enhance understanding and productivity:

  1. Introducing SharePoint: Spend time getting acquainted with SharePoint. Understand its purpose and how it can help to improve collaboration and information management.
  2. Discover Content: Dive into SharePoint’s document libraries and lists and learn how to work with files and data stored on these formats.
  3. Use a Team Site: Explore team sites within SharePoint. Discover how to create and manage sites that make sense.
  4. Search for Content in SharePoint: Master the art of finding relevant information within SharePoint.

Friday, February 16, 2024

Top 3 JSON-Based Customizations for SharePoint List Forms

The following are three top ways to use JSON to customize a SharePoint list form:
1) Custom Header Design:
The header section of a list form has essential context and branding. One can use JSON to create a custom header with icons, colors, and dynamic content.
See this sample JSON code for a custom header: 
{
  "elmType": "div",
  "attributes": { "class": "ms-borderColor-neutralTertiary" },
  "style": {
    "width": "90%",
    "border-top-width": "0px",
    "border-bottom-width": "1px",
    "border-left-width": "0px",
    "border-right-width": "0px",
    "border-style": "solid",
    "margin-bottom": "10px",
    "background-color": "blue"
  },
  "children": [
    {
      "elmType": "div",
      "style": {
        "display": "flex",
        "box-sizing": "border-box",
        "align-items": "center"
      },
      "children": [
        {
          "elmType": "div",
          "attributes": {
            "iconName": "Group",
            "class": "ms-fontSize-35 ms-fontWeight-regular ms-fontColor-themePrimary",
            "title": "Details"
          },
          "style": {
            "flex": "none",
            "padding": "0px",
            "padding-left": "10px",
            "height": "25px",
            "color": "white"
          }
        }
      ]
    },
    {
      "elmType": "div",
      "attributes": {
        "class": "ms-fontColor-neutralSecondary ms-fontWeight-bold ms-fontSize-20"
      },
      "style": {
        "box-sizing": "border-box",
        "width": "95%",
        "text-align": "left",
        "padding": "15px 10px",
        "overflow": "hidden",
        "color": "white"
      },
      "children": [
        {
          "elmType": "div",
          "txtContent": "='Employee Details - ' + [$Employee]"
        }
      ]
    }
  ]
}
This JSON snippet creates a header with a blue background, an icon, and a dynamic title based on an employee’s name.

2) Conditional Formatting:
Use JSON to apply conditional formatting to form fields based on specific conditions. Example: one can hide or show fields dynamically based on user input or calculated values.
JSON can create rules that adjust the visibility, styling, or behavior of form elements.

3) Footer Customization:
Enhance the footer section of a list form by adding relevant information, links, or buttons.
Customize the footer using JSON to create a cohesive design that aligns with needed branding.

Wednesday, February 14, 2024

Top 3 SharePoint Icon Aspects

The following are the top three SharePoint icon aspects:

  1. Favoriting a List: One can access there most important or active information, by favoriting a list which will show that sites icon.
  2. Creating a List from a Template: When starting with Microsoft Lists, utilize a ready-made template. These templates cover common scenarios such as work progress tracking, asset management, and employee onboarding. One can also customize the list further based on needs.
  3. Designing Web Part Icons: If one is creating custom web parts, follow these guidelines:
    • Icons are displayed at 32x32 px but designed at 64x64 px.
    • Design icons within the 64x64 px container area to ensure correct rendering.
    • Use basic shapes (square, circle, vertical, horizontal) to unify different icon shapes.
    • Use for pixel clarity align edges to X and Y coordinates.
    • Consider utilizing simplified shapes similar to Office UI Fabric icons.
    • Export icons as SVGs at 64x64 px with transparent backgrounds.

Top 3 Useful SharePoint Batch Techniques

The following are three useful SharePoint batch techniques:

Tuesday, February 13, 2024

Top 3 Ways for Optimizing Image Gallery Web parts in SharePoint

The top three ways for optimizing image gallery web part layouts in SharePoint:

  1. Tiles Layout: Allows one to choose an aspect ratio (1:1, 16:9, or 4:3) and reorder images by dragging and dropping.
  2. Carousel Layout: Allows one to cycle through images using arrows.
  3. Brick Layout: Allows one to display captions and titles only when viewing images in full size, but reordering is not possible.

Sunday, February 11, 2024

Top 3 Markdown Items in SharePoint

The following are the top three SharePoint markdown items to enhance content creation and formatting:

  1. Markdown Web Part:
    • The Markdown web part in SharePoint allows one to add text to a page and format it using Markdown language.
  2. Embedding Images with Markdown:
    • Display images using Markdown in SharePoint.
  3. Creating Markdown Tables:
    • If one needs to create tables, use Markdown syntax.

Friday, February 9, 2024

Top 5 Aspects in SharePoint to Enhance the Experience

The following are the top five aspects to enhance the SharePoint experience:

  1. Full Page Width Section: When designing SharePoint pages, one might notice excess white space on the sides to utilize.
  2. 4th Column Layout: By default, SharePoint allows up to 3 columns on a page. However, one can add a 4th column:
  3. Link Pages Using Double Brackets: Quickly link pages together utilizing double square brackets (e.g., [[Name of Page]]).
  4. Restore via Version History: If needed, one can revert a mistake by using version history to revert to a previous state.
  5. Customize Navigation: One can change the navigation style, colors, and logo. Additional links in the navigation menu can be added, edited or removed. 

Wednesday, February 7, 2024

Top 3 Group Calendar Options in SharePoint

The following are the top three group calendar options in SharePoint:

  1. SharePoint Calendar Web Part: The primary option for managing events in SharePoint. It functions as a SharePoint list, with rows representing events and columns.
  2. Task List Calendar View: Used for tracking milestones or dates via a Task List, the built-in Calendar View provides a visual representation of tasks without creating a separate calendar.
  3. Outlook Group Calendar: Resides in Outlook (Exchange) rather than SharePoint. It’s a true group calendar.

Monday, February 5, 2024

Top 3 SharePoint and Microsoft Teams Integrations

The following are the top three SharePoint and Microsoft Teams integrations.

  1. Files tab - One can work on files using the Files tab and full SharePoint document libraries.
  2. SharePoint news headlines - One can let SharePoint news headlines flow into Microsoft Teams.
  3. Business app - One can add a “business app” by adding the default, group-connected SharePoint team site home page as a tab in MS Teams.