In this video I’ll help you get started with JSON formatting on your #SharePoint Online lists in #Microsoft365. We’ll be modifying the header, body and the footer of your form. This applies to #MicrosoftLists you’ve created as well as normal #SharePoint Online custom lists. The formatting applies when added as a #SharePoint or #MicrosoftLists Tab in #MicrosoftTeams. Enjoy, have fun!
Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”. My life mission is to “Facilitate the evolution of human capabilities”: Reach out on: LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile
In 2007 my paths crossed with #ISO Compliance and #SharePoint. It soon became apparent to me as the Management Representative for that company, that I would never use another tool again for ISO Systems. In this quick blog, I’ll share 13 reasons why it just works for me. #Office365 #Microsoft365
Platform: This article refers to SharePoint Online as part of Microsoft | Office 365
Reason 1 – Version History
In #SharePoint (and yes, also the site collection behind your #MicrosoftTeams & #OneDrive) 500 electronic versions are kept of the changes you make to your documents. This means that if you upload the new version of the Leave Policy, it will replace the previous one and create another electronic version in the background. This allows us to have a single version of the truth available. These previous versions can be viewed and even restored if need be. In some instances you can up the version count to 50,000. I would only do this as exceptions, not the rule.
Take Note: Keep your document names clean – not Leave Policy Jan 2022 vers 2.0 – or it will not replace the old document, but create a second document with the old (incorrect) one still available to users.
Apart from the version history, changes on documents, items and pages are tracked by displaying the Modified (date), Modified By (person), Created (date) and Created By (person) in the columns next to the items. This really supports the drive towards transparency and ownership in systems.
This must be one of my favourite SWAT features (SharePoint Weapons And Tactics). You can setup (email) alerts on a library / folder, document level to notify you of deletion & modifications. These can be setup as immediate or daily / weekly summaries.
SharePoint Online provides reporting on Unique Viewers, Site Visits, Average Time Spent Per User, Popular Pages and Documents, Site Traffic and Popular Platforms (desktop, mobile web, mobile app, tablet etc) and whether (if allowed) it’s been shared with external parties. On each page it also displays number of views at the bottom.
Instead of using folders, for controlled document environments I use metadata. This allows me to classify (tag) documents with properties predefined: Document Type, Department, Process, Document Number etc. With metadata you can view your documents in different ways (not restricted by folders), for example Grouped by Document Type, Grouped by Department or filtered by a specific field. Views can be created to be used on different pages / links. The All Documents view that shows all documents with all metadata columns also replaces your manual document register spreadsheet. You can download at any time if a copy is needed. Keep in mind that all libraries can be synced to your pc if you need access when offline – be mindful though, as these libraries would not have folders, and the metadata will not show in your Explorer or Finder View.
The Site Navigation can be built to accommodate employees to navigate and find content which are process related. Of course Search works brilliantly, but in some instances or departments you want to make it easier to find everything in one place. Quick Links are also great to add “shortcuts” on pages to other pages and content.
News pages can be created and promoted via email if necessary to make employees aware of changes to processes or documents. These pages are dynamic and can include videos, file viewers to relevant documents, text, images and links to other resources.
Every page, library, list and even document or item can be protected / controlled through permissions. SharePoint has standard permission levels (read, edit, contribute etc.) which can be further customized to even have a permission which is Contribute + Cannot Delete.
These lists are a great way to convert current excel spreadsheets / registers to electronic “databases” on which you can setup alerts and even add workflows. Think of your Audit Findings & Corrective / Preventive Actions list.
Reason 13 – Integration with other Office 365 Apps
Using SharePoint allows us to add content from other apps in the Ecosystem on pages. Videos from #Stream, Surveys & Quizzes from #MSForms, Information Packs from #Sway, Registers and Lists from #MicrosoftLists, plus added optimization abilities through the use of the #PowerPlatform using #PowerBI, #PowerAutomate & #PowerApps. And last but not least, if your #QMS forms part of your Company #Intranet, you can plug it into #MicrosoftTeams using #VivaConnections.
Well that’s it for now (of course I can think of another 100 reasons why #SharePoint and #Office365 totally rocks). I hope you’ll fall in love with SharePoint like I did. Stay awesome 🙂
Do you use #SharePoint | #Office365 for your QMS / Compliance Systems? Do you have other features you can’t live without? Don’t hesitate to comment on this blog and let us know!
Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”. My life mission is to “Facilitate the evolution of human capabilities”: Reach out on: LinkedIn > SlideShare > Twitter > YouTube > MVP Profile
I deliver rapid prototyping, consulting & training for companies on Microsoft | Office 365. Contact Me if you think we should work together. (I will not respond on “help me fix this, sales pitches, pro bono or job enquiries”)
In this short video, I’ll show you how to build a Classifieds app using a Yammer Group and then surfacing it on you SharePoint Intranet. I’ve also added a How-To video from Stream and a Microsoft Form for feedback.
Also note that I’m using hashtags in the posts which create automatic Topics in Yammer, which can then be used to filter the Yammer web part on SharePoint.
Another pretty cool feature is that you can engage on your mobile device with the SharePoint Site or directly with the Yammer Group.
Enjoy!
Moving to the Cloud or stuck somewhere without adoption? Contact me for a FREE 60 minute, Microsoft 365 Immersion Experience.
Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”. My life mission is to “Facilitate the evolution of human capabilities”: Reach out on:Website > LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile > Contact Me
In this video I’ll show you how to use #Office365 #SharePoint Online News Pages to display the photos after events on your #Intranet or Team SharePoint Site. We’ll also take a look at how we can combine all these pages to display in one single page for users to go look at different company events (photos).
I’ve added some cool ideas on using #Yammer for feedback, #MicrosoftForms for surveys, #Sway for creating campaign banners and even GIFs in Image web parts for fun.
Enjoy!!
Moving to the Cloud or stuck somewhere without adoption? Contact me for a FREE 60 minute, Microsoft 365 Immersion Experience. ONLY CONTACT ME IF YOU WISH TO ENGAGE IN PROJECTS. FOR SOCIAL / COMMUNITY STUFF, REACH OUT ON LINKEDIN OR TWITTER.
Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”. My life mission is to “Facilitate the evolution of human capabilities”: Reach out on:Website > LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile > Contact Me
Over the last 10 weeks I’ve embarked on a new journey with a good friend Rod Modlin of #Microsoft#PowerPlatform#LearningThroughSharing. Not working with it every day I’ve struggled to get my head around #PowerApps (although I (used to be) quite experienced in InfoPath / SharePoint Designer / SharePoint Workflows). It didn’t take much to convince Rod to teach me and at the same time share our learnings to help others. I’ll do a recap monthly in case you missed out! So here’s 9 hours of FREE learning!
For more information on links to join our weekly webinars or find recordings of previous webinars go to my Webinars Page.
Webinar: Build your Incident Management System using SharePoint & Power Apps
Join myself and Rod Modlin for this new webinar series focusing on the Microsoft Power Platform. In this webinar we’ll take a look at how easy it is to transform a SharePoint list into a Power App that can be used on mobile devices.
September 2020
2020/09/03
Webinar: Navigation & Modifications to your existing Power App
In the second part of our #PowerPlatform series, Rod Modlin and I will take a look at making modifications on our existing Incident Management #PowerApp. We’ll also cover the Menus, Tree View, Controls, Functions & Properties.
2020/09/10
Webinar: Modify your SharePoint provisioned Power App
In our third session, Rod Modlin and I will spend more time on the modifications of our SharePoint provisioned Power App. We also have a surprise guest!!
2020/09/17
Webinar: Building low-code apps with Power Apps
In our fourth session, Rod Modlin will take us through building our app, starting in Power Apps, not SharePoint.
2020/09/24
Webinar: Canvas Power App Gallery Customization
In this webinar we’ll continue our journey of building our “home page” with the gallery of items. We’ll be adding more filters and search functionality for our new app.
October 2020
2020/10/01
Webinar: Adding contextual app information to your canvas Power App
In this week’s webinar we’ll discuss the options we have available to add more information by providing contextual app information or prompt users to act or provide input in our Power App. #PowerPlatform #PowerApps #PowerAutomate #PowerBI For more information on upcoming Webinars as well as recordings for previous webinars: https://tracyvanderschyff.com/webinars
2020/10/15
Webinar: Creating your canvas app Edit Screen in Power Apps
In this session we’ll cover the creation of our edit screen for form entry on our canvas app.
2020/10/29
Webinar: Power Apps Forms Continued
Rod continues the customization of the form. And adding the functionality to use it as both a New and Edit form.
November 2020
2020/11/05
Webinar: Power Apps 8 Week Wrap Up – Tips and Tricks Shared
In this webinar we’ll give an overview of the #PowerApps features, tips and tricks covered during September & October as part of our #PowerPlatform Webinars.
Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”. My life mission is to “Facilitate the evolution of human capabilities”: Reach out on:Website > LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile > Contact Me
In this short video I’ll show you how to create a GIF using #PowerPoint (with different sizes) and then how to use this on #SharePoint online as a messaging tool. #Office365 #Microsoft365
Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”. My life mission is to “Facilitate the evolution of human capabilities”: Reach out on:Website > LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile > Contact Me
PRETTY PLEASE, ONLY USE MY CONTACT FORM FOR WORK/PROJECT ENQUIRIES. DO NOT SEND ME A CONTACT REQUEST ASKING HOW TO FIX SOMETHING ON SHAREPOINT OR TO PUBLISH YOUR ARTICLES ETC. ASK SUPPORT RELATED QUESTIONS ON OPEN FORUMS LIKE TWITTER, LINKEDIN AND FACEBOOK, YOU’RE WELCOME TO TAG ME IN THE POST, BUT THEN OTHERS CAN HELP ANSWER / LEARN FROM IT AS WELL. DO NOT SEND ME DM’S AND DEFINITELY DON’T START THEM WITH “MORNING BEAUTIFUL” OR “WOULD YOU LIKE TO BECOME FRIENDS”. I APPRECIATE YOUR COOPERATION AND THANK YOU FOR RESPECTING OTHER COMMUNITY CONTRIBUTORS IN THE SAME WAY, WHO SACRIFICE THEIR TIME TO GIVE BACK.
