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.
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
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?
If you’re using Office 365 for your business of any size, you’re going to need to add and remove users with some regularity. It’s good practice to have a standard procedure for this. And if you have a standard procedure, why not automate it?
This post covers how to create a document library for custom code in SharePoint Online. The basis will be an out-of-the-box document library with search indexing turned off, versioning turned on, and unique permissions applied. Follow these easy steps:
The post covers what you need to create your first custom app in SharePoint Online 2013.
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