SharePoint

Initialize List Values on Edit in SharePoint Online

SharePoint 365/Online includes out-of-the-box (OOTB) functionality for setting list defaults, and even let’s you use Excel-like formulas to add some customability. But of course there’s limitations, and in those cases, we can turn to custom JavaScript code. I recently got a request to set a list column value to the initials of the current user,… Continue reading Initialize List Values on Edit in SharePoint Online

SharePoint

Open a Filtered List from a List in SharePoint Online

This post covers how to open a list, with filtering, from another list, in SharePoint Online. This could be useful in any situation where you have a list of information related to another list, and want the user to be able to easily access that second list. The functionality I’m describing will become more apparent… Continue reading Open a Filtered List from a List in SharePoint Online

SharePoint

Impress Your Boss! Autogenerate a Word Doc with Metadata in SharePoint Online

This post covers how to set up functionality to automatically add an MS Word document created from a template to a library by specifying metadata in an HTML form using Javascript in a Content Editor web part. It is based on the posts found here and here, and clarifies some steps and adds the HTML form… Continue reading Impress Your Boss! Autogenerate a Word Doc with Metadata in SharePoint Online

SharePoint

SharePoint Online: Document Approval Workflow with Record Declaration

This post covers how to create a Document Approval workflow that includes Record Declaration in SharePoint 2013 Online. This will add the feature of automatically locking documents that are approved. For this, you’ll need a few things: O365 Enterprise E3 or E5 SharePoint Designer 2010. Workflows with Record Declaration are not available in SharePoint Designer 2013… Continue reading SharePoint Online: Document Approval Workflow with Record Declaration

Professional Development · SharePoint

Can SharePoint Online be Compliant with 21CFR11/Annex11?

SharePoint is popular in many industries (including Biotech, Pharmaceutical, and Medical Device) for document management, local Intranet, and many other applications. However, if SharePoint is being used for any GxP purpose, it is subject to 21CFR11 (US) and/or Annex 11 (Europe). In 2012, Microsoft published it’s own whitepaper entitled “SharePoint Configuration Guidance for 21 CFR Part 11 Compliance,”… Continue reading Can SharePoint Online be Compliant with 21CFR11/Annex11?