How to connect lists and libraries via dynamic filtering in SharePoint Online
SharePoint Maven Blog
by Gregory Zelfond
2d ago
Today I want to describe a feature in modern SharePoint that allows you to connect two lists and libraries and dynamically filter them based on the value selected from one of the lists or libraries. I know this all sounds a bit confusing, so let Dr. Zelfond explain this. Use Case Perhaps it first makes sense to explain what I am talking about. Say you have two lists. One is a list of clients with the corresponding client information (client name, address, status, etc.). Another list is a list of contacts for each client (client name, first and last name of contact, email address, and phone nu ..read more
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What are Learning Pathways?
SharePoint Maven Blog
by Gregory Zelfond
4d ago
If your organization is new to SharePoint, you might take advantage of a capability I am about to describe in this post. The biggest issue, in my opinion, with SharePoint user adoption is the lack of proper user training. In this article, I will explain how you can quickly provision a dedicated site within your tenant that will allow you to surface Microsoft-curated training content for SharePoint and other Microsoft 365 applications. What are Learning Pathways? Learning Pathways is a free service offered by Microsoft that provides on-demand training on various Microsoft 365 applications. From ..read more
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How Planner Notifications work
SharePoint Maven Blog
by Gregory Zelfond
6d ago
Planner application proved to be a great task management tool for small and lightweight projects that do not need to follow a formal Waterfall project management approach. Of course, as you assign and update tasks on a plan you want to notify the recipients of their assignments. At the same time, when a given user is part of many plans, getting all these emails and notifications might be a bit too much. In this post, I would like to explain how Planner notifications work and how you can tweak them. What is Planner? If you are wondering what Planner is, I suggest you check out this article firs ..read more
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How to configure Search Verticals on a SharePoint site
SharePoint Maven Blog
by Gregory Zelfond
1w ago
Some time ago, I introduced you to the ability to alter SharePoint search settings in modern SharePoint. There are a few ways to customize search results, and one of the things you can adjust is a Search Vertical. So in today’s post, I would like to explain what a Search Vertical is and how to configure Search Verticals on a SharePoint site. What is a SharePoint Search Vertical A search vertical is a subset of search results you get when you search for something in SharePoint. You know, when you search for something on Google and get a bunch of results, you can filter them into different types ..read more
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3 ways of sharing Word documents in SharePoint and OneDrive
SharePoint Maven Blog
by Gregory Zelfond
1w ago
One of the biggest advantages of using a cloud platform like SharePoint is the ability to share documents with others by sharing links instead of attachments in the email. There are lots of advantages to this, all of which I documented in an earlier post. However, there is also another great set of features related to sharing when you share Word documents. So today, I want to explain a few different ways/modes available when sharing Word documents in SharePoint and OneDrive. Link Types vs. Permissions modes To clarify, in this article, I am not talking about whom you are sharing with, in other ..read more
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How to quickly switch between document libraries in SharePoint
SharePoint Maven Blog
by Gregory Zelfond
1w ago
One of the recent changes that occurred in SharePoint over the last year was the ability to easily switch between various document libraries on a SharePoint site. It probably went unnoticed because it is a bit challenging to spot. But it has a tremendous impact on User adoption, so I thought that it definitely deserves a blog post of its own. Let me explain. Multiple libraries on a SharePoint site The feature I am about to explain is only relevant when you have multiple document libraries on a site. Before we had this feature in place, navigating between libraries in SharePoint was a bit of a ..read more
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How to create Rules on a List or Library
SharePoint Maven Blog
by Gregory Zelfond
2w ago
One of the most powerful ways to “spice up” a list or a library is to create some rules that will notify you of the changes happening in that list or library. Thanks to the recent changes made by Microsoft, we can do so quite easily now. So in this article, I would like to explain how you can create Rules on a list or library. Lists vs. Libraries First, let’s get terminology out of the way here. If you are wondering about the difference between a list and a library – you might want to check out this article first. The old SharePoint alerts It is important to note that this Rules feature is not ..read more
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How to display lists and libraries from other SharePoint sites using the Embed widget
SharePoint Maven Blog
by Gregory Zelfond
2w ago
As your users create teams, sites, lists, and libraries in your Microsoft 365 environment, the content becomes somewhat decentralized. There is nothing wrong with this model; it is just a fact and a byproduct of modern flat architecture. That said, there are use cases where you must display content from one site (i.e., a specific list or document library) on another site. In today’s post, I want to share a trick allowing you to display lists and libraries from other SharePoint sites. To make this happen, we will rely on the mighty Embed Web Part I blogged about a while back. The web part allow ..read more
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2 ways to connect lists and libraries in SharePoint Online
SharePoint Maven Blog
by Gregory Zelfond
3w ago
Quite a common requirement you hear from users is the ability to connect data from separate lists and libraries in SharePoint. For example, you might have two lists, one for the client name and another for contacts within that client, and you need to connect the two. Or, you have a document library containing company policies tagged with a department name, a custom list of department names, and other information about departments. You need to filter one list based on a selection of another list. So in this article, I wanted to explain two options we have when it comes to connecting multiple li ..read more
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How to create a survey from SharePoint and OneDrive using Forms for Excel
SharePoint Maven Blog
by Gregory Zelfond
3w ago
As I mentioned numerous times in my blog, Microsoft Forms is a great way to create a quick survey/questionnaire on the fly. The primary method of doing so is navigating to the Forms application and creating either a personal or a Group Form. Today, I want to share another technique that has some fantastic benefits. There is also a way to create a survey from SharePoint and OneDrive using Forms for Excel. Let me explain. The primary way to create a new Form The primary way to create a new Form (unless you are creating a quick poll) is via the Forms application. I explained the steps in thi ..read more
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