A small nonprofit organization needed a better process for time tracking and reporting. Our solution is to let users enter their time data into a SharePoint Online list by way of an InfoPath form. And we use Excel to display the data in a dashboard.
The organization has two paid employees and the rest are volunteers; the board also consists of volunteers. The paid staff registered their hours in an Excel file. The employees work irregularly and they get more money for work that they…Continue
If you’re exploring how to leverage Forms-based Authentication for your SharePoint Extranet, chances are you’ve run into the ASP.NET SQL Membership Provider. Aside from the MSDN link I just pointed to, you’ll probably find countless tutorials about it online, as well as a few open-source products (such as the CodePlex SharePoint FBA Pack) and other commercial products I won’t name here for…Continue
I recently had a client requirement to send out an automated company-wide birthday greeting email whenever it was someone’s birthday. I decided to use SharePoint Designer to create a workflow that sends an email, and then run it on a timer job that runs nightly. This timer job would pull all employees that have a birthday that day from a SharePoint list, then fire off the workflow for each birthday found.
No problem, that sort of thing I’ve done before. They did have one…Continue
Here is one to chalk up to the “I-should-have-known-better” category. The other day I needed to make some permissions changes to a SharePoint list, and the items within this list had special permissions (item-level security). After making the necessary changes at the list level, I noticed that there were a lot of individual people in the list permissions with “Limited Access.”
Since I don’t like clutter, I thought I would just clean things up by removing the…Continue
I ran into a weird issue while working with SharePoint 2013 the other day. I wasn’t able to edit the web part properties of any web parts on wiki pages. When highlighting a web part in Edit mode, the Web Part Properties box was greyed out, and also there was no checkbox in the upper right corner of the web part to select, only a minimize button. I was also logged in as the admin so I knew it wasn’t a permissions issue.…Continue
This is something I stumbled on completely by accident, however it turns out that it’s a cool use of the Search Box web part. Did you know that you could direct the Search Box web part to any page you wish, and it doesn’t have to be a standard SharePoint search results page? In this post I will show you how I configured it to send the search query to a page containing a Business Connectivity Services (BCS) list as the target results page.
We have a search area at the top of our…Continue
Versioning has always been one of the main selling points for SharePoint Document Management. At least, that's what I always use as an, there are more of course, argument for storing documents in SharePoint instead of file shares. While I was preparing my presentation about Best Practices: Document Management in SharePoint 2013 for SharePoint Connections Amsterdam 2013, I started to wonder if versioning worked as well as I thought it did. Let's take a closer…Continue
Added by Jasper Oosterveld on January 3, 2014 at 10:30 — No Comments
** original image from Why Newspapers Will be Dead Soon
I wish I could find a better featured image for this post, but Why Newspapers Will be Dead Soon happens to be the best google-driven result I could manage to…Continue
Added by avishnyakov on December 4, 2013 at 3:00 — No Comments
SharePoint Saturday Chicago was held at the Hard Rock Hotel in downtown Chicago on November 2, 2013. There were some great speakers lined up, as well as the one and only Dux Raymond Sy (@meetdux) presented the keynote speech. If you weren't able to make it in person, you can view his entire recorded presentation on UStream.
Added by Wendy Neal on November 13, 2013 at 15:30 — No Comments
For one of our customers I had to create dashboard with a few shortcuts to SharePoint actions. One of these actions is an export of a central SharePoint list to Excel. I thought it would be easier to add a link at the dashboard. Otherwise the end-users have to open the list and click two times in the ribbon. One click is always better than three ;)
This is the end result:…
Added by Jasper Oosterveld on November 13, 2013 at 10:07 — No Comments
Added by Jasper Oosterveld on November 7, 2013 at 15:09 — No Comments
Microsoft decided to deprecate Meeting Workspaces in Sharepoint 2013. These handy site templates are still widely used in SharePoint 2010 (SP2010). In this post I'm going to describe an alternative.
According to Microsoft, there are enough alternatives for Meeting Workspaces, they mention Lync meetings, OneNote, SP team sites or the My Site. I have looked at these alternatives, but these require a huge change in the way the end users work.…Continue
In this post I want to discuss the Yammer app for SharePoint (Online) 2013. The app has been available for a while (since June) but I never really got around to try it out! Since my previous two posts about the Yammer and SharePoint integration (click here and …Continue
One of the main features missing in SharePoint Online is advanced Business Intelligence solutions. SharePoint On Premises has Performance Point Services but in the cloud you have to use Excel and Visio services or KPI lists/web parts to create BI solutions. This is all about to change!…
Added by Jasper Oosterveld on October 9, 2013 at 13:33 — No Comments
I regularly give SharePoint presentations and demos and always had to improvise a bit to add demo content such as documents and videos. This is were the Microsoft Office 365 Demo steps in. I saved a selection of documents and videos for future presentations and demos. You can download these by clicking here.
Hope this is helpful for you.
Added by Jasper Oosterveld on September 25, 2013 at 12:00 — No Comments
by Ben Adams Sep 11, 2013
Added by Joshua Davis, DesertedRoad on September 12, 2013 at 20:00 — No Comments
Original article: http://www.sharepointdrive.com/blog/simple-sharepoint-invoicing-part-2/
In the Simple SharePoint Invoicing (Part 1) we've created document library to manage invoices. We can share…Continue
In SharePoint 2010/2013, there’s a cool little feature in task lists that lets you create a view that shows you all items assigned to any SharePoint groups that you’re a member of. Even though it’s not as apparent in other lists, this post will show you how to accomplish it using SharePoint Designer. This solution can be done in either SharePoint 2010 or 2013, with your corresponding version of SharePoint Designer.
I got a report from a customer who was having problems opening an Excel spreadsheet in Office Web Apps. They were getting the following error:
When I tried to download it and open it on my desktop in Excel, I got this error:
After that, I’d just sit there with the Excel…Continue
Added by Thomas Duff on June 20, 2013 at 18:30 — No Comments
Lets say you are a SharePoint consultant and you are selling the only product - your time. Here I'll try to show how you can create simple invoicing system.
1. Create Document library. Let's call it "Invoices". Add necessary fields (Quantity, Unit Price, Total, Invoice number, Date, Customer, Address .. Don't forget to allow only unique values for Invoice number ant create Total as calculated field with value =[Quantity]*[Unit Price]…Continue