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

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

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

I ran into this issue a lot, solved it once, ran into the issue again, forgot the solution, and then found the solution again. I’m writing this blog post so I won’t forget next time. Here’s the situation: you create a site page with some custom JavaScript referenced in a Content Editor Web Part (CEWP).… Continue reading SharePoint Online: JavaScript not Loading?

An important consideration when using any software to replace existing paper methods is records management. This is especially true in regulated environments, where laws may enforce requirements around record retention, control, and auditing. This post covers records management in SharePoint Online.