/r/sharepoint

Photograph via snooOG

Supporting the SharePoint Community since 2009, /r/sharepoint is a diverse group of SharePoint Administrators, Architects, Developers, and Business users.

All SharePoint on-premises and SharePoint Online questions, and tangential questions (such as Power Platform, Microsoft Search, Teams, Viva Engage) are welcome!

Come join our Discord server for real-time chat/help - https://discord.gg/r-sharepoint-874829774902689863

Subreddit Rules

  • Be nice and be respectful.

  • No selling software or business services. We all use 3rd party products and even Microsoft Partners at times -- the moderators have no issues with recommendations in a thread where you believe the original poster could benefit.

  • No 3rd party recruiters. If you want to recruit, please contact the moderators first. You must be an employee of the company hiring for the position.

  • Blog spam must be accompanied by a real discussion. Such links will otherwise be removed. This is up to moderator discretion. If there are any questions if a link would be considered spam, please use modmail prior to posting.

Support:

SharePoint Stack Exchange

Microsoft Q&A

Microsoft Tech Community

Reference:

SharePoint Online PowerShell Cmdlets

SharePoint PowerShell Cmdlets

SharePoint PnP PowerShell Cmdlets

Tools:

Administration

AutoSPInstaller

SharePoint DSC

Developer

PnP

Free SPFx Webparts, site templates, etc.

SharePoint Server

Community:

Marc D. Anderson's Blog

Bill Baer's Blog

Andrew Connell's Blog

Stefan Goßner's Blog

Todd Klindt's Blog

/r/sharepoint

39,691 Subscribers

1

SharePoint fillable form question

I have dynamics 365 global reading privileges, and can get SharePoint site administrations privileges but our automation deactivated the site admin probs over the holiday.

I have a project I'm working on, I have a questionnaire where most of the questions have 4 possible answers, and I need to assign a different value to each answer, there are no wrong answers, I understand the algorithm for scoring in excel and how to automate that to a list, but I think it would be much cleaner if I could title and value to each individual answer. I thought that would be a simple task with a code snippet, but I'm not sure if I have the right access to use that, since I can't find a way to do it.

In older xml it was very simple to make a content control dropdown box of and not only assign multiple separate answers, but i could set it's title, tag, and individual values. Which made it very easy to use a basic script to pull that information to excel for scoring.

Any suggestions?

0 Comments
2024/12/01
19:20 UTC

1

Challenges with managing documents across multiple sites?

We are looking to move to SharePoint to manage our clients. The plan (at this point) is 1 SP site per client. Then, put all their documents into their site's document library. I'm looking at using meta-data and slowly adding the client files, with proper tags as each document gets added.

We manage all our clients' affairs (appointments, paying bills, hiring people for them, etc). So we are often completing tasks on an "all clients at once" manner. For example, I will process all invoices our clients need to pay for all clients, all at once. Then I'll file the invoices into each client's specific "Invoices" folder.

Another example is we need to see all clients' upcoming appointments and calendar reminders at once. We need to see, for all of our clients, what is coming up next month, next 6 months, next week.

Are these tasks possible with SharePoint? Is it just a matter of proper setup? Will some of these things require going into each client's SP site to check things?

Thanks!

2 Comments
2024/12/01
17:57 UTC

0

Why isnt it logging me in

When I try to log in with my work email it says that there is no connection and tells me to connect to a wifi network or use data. But I am clearly on wifi so it's just not logging me in. If you know anything please let me know.

6 Comments
2024/11/30
18:01 UTC

6

Moving to SharePoint - How to structure client data

We're looking to move from Dropbox to SharePoint. In Dropbox, we have a single "clients" folder, where all our client data is stored. All staff have access to all client data, which is fine.

In planning the move to SharePoint, I can't seem to determine the best strategy here. Would it be better to:

  1. Have a separate document library for each client on our business SharePoint site; or
  2. Have a separate SharePoint site for each client, with all client sites connected to a main business HUB site?

Thoughts?

19 Comments
2024/11/30
15:45 UTC

0

SharePoint Online - Changing of Fonts Using Brand Center

I am trying to change the font of my SharePoint site.

Did some research online and found out that recently M365 introduced Brand Center.

I saw it in my Org settings as Brand Center (preview).

Before I proceed to activate it, I wish to hear some comments of those who had activated Brand Center.

  1. Apart from changing the fonts, what else do you use Brand Center for?
  2. After activating Brand Center, did it affect your current SharePoint setup? As in the libraries, files, documents etc.
  3. With Brand Center activated, does it mean your SharePoint data will be exposed or shared with 3rd party?
  4. If we ticked on Public CDN, does it mean i can no longer deploy my SharePoint site as an Intranet? Currently, when I access my SharePoint site, I need to be one of the users in my tenants.
  5. Once Brand Center activated, can I easily deactivate it and revert to the previous form?
  6. Lastly, is Brand Center the best way to change fonts? Or is there another better way?

Yes, probably i have a lot of worries. But I jus wanna be sure before I move on with confidence.

Appreciate all advices contributed. Many thanks in advance.

2 Comments
2024/11/30
04:14 UTC

4

Email to SharePoint news post

Hello everyone,

I have created my hub site and sub site. My sub site is currently feeding its news on the main page of my hub site.

We have news which gets sent every week to all employees by Outlook. When the weekly news is sent from outlook, how can the email generate a SharePoint news posts on my subsite.

I tried working with power automate using (when an email arrives (v3) and get an email (v3) but it does not allow me to extract the body of the email, just the subject.

Has anyone delt with this before? Thanks!

2 Comments
2024/11/29
22:32 UTC

0

Delete and Update 50K rows in a list quickly - Deletar e Atualizar 50K linhas em uma lista rapidamente

English

Hey guys,

Is there any quick way to delete the contents of a list of 50K records with 50 columns?
1 - I tested simple Automate and it is unfeasible (It takes hours)
2 - I tested Automate with a Batch/Http script, spending 1h20 minutes on both processes.
3 - I used Access to connect to the List and the deleting and updating process takes 20m.
What I haven't used yet due to authorization was via Power Shell.
Would anyone have any ideas?
My original data is in PowerBI.. I extract it via semantic model.. into Excel... I know that Power BI connects directly to APPs but the users are E1 and then there is no license.

Portugues

Fala pessoal,
Existe alguma forma rapida de apagar o conteudo de uma lista de 50K registro com 50 colunas?

1 - Testei Automate simples e fica inviavél(Demora horas)
1 - Testei Automate com um script Batch/Http, gasto 1h20 minutos os dois processos.
3 - Usei o Access para conectar na Lista e o processo de apagar e atualizar cai para 20m.
O que nao usei ainda devido a autorização foi via power Shell.
Alguem teria alguma ideia?
Meus dados originais estão no PowerBI.. eu extraio via modelo semantico.. para um excel... Sei que o power BI conecta direto no APPs mas os usuarios são E1 e ai nao rola licença.

19 Comments
2024/11/29
20:57 UTC

1

Suggestion needed to create page

Currently i have 8-10 groupby views for a document library .how can i implement all those in a nice way in the home sitepage so that end users will have a good visual treat ...give me ideas on what to use for that

2 Comments
2024/11/29
20:08 UTC

2

Help Needed: Schedule Displayed in Hallway Stops Updating After a While.

I recently set up a windows 11 PC running in my shop (dell optiplex). It is always on and displaying an Excel schedule that is hosted on SharePoint (opened in Microsoft Edge). Multiple people update this schedule and normally, all edits are displayed in real time for everyone. The new display in the shop also shows the edits in real time for a while, but eventually it stops doing so, and requires a refresh before updates are shown. The computer does not put itself to sleep, turn itself off, or use a screensaver. The schedule continues to be displayed but without the most recent updates shown. The display is a Phillips TV that has Roku built in. It is connected via HDMI to DP cable.

If anyone has any idea why this might be happening I would appreciate their input.

4 Comments
2024/11/29
18:24 UTC

1

Notifications

New to SharePoint,so forgive me if this is pretty basic. I’ve created a list of actions, owners and due dates. I’d like to send a reminder to the owner/owners of a list item 7 days before the task is due and 24 hours before it’s due. Can I automate a reminder like that and customize the content of the alert message? Any resources you suggest I review or terms I might want to search for? Thank you!

1 Comment
2024/11/29
16:15 UTC

0

SHAREPOINT and MS ACCESS 2019.

Hello,

I have a SHAREPOINT LIST that I feed/consult, etc... without problem since Microsoft ACCESS 2019.

My problem is the following:

When I launch from ACCESS an UPDATE query to update my SHAREPOINT list or a DELETE query to empty my SHAREPOINT LIST, ACCESSs asks me to confirm the update or deletion.

In the OPTION menu, I unchecked all the CONFIRMATION boxes.

however, if I enter this same Sharepoint LIST still from ACCESS and I delete one or more registers manually, ACCESS does not give me any confirmation request message.

Do you have any idea to eliminate this message because I want to automate the update and deletion of data from my Sharepoint LIST.

thank you very much.

4 Comments
2024/11/29
13:36 UTC

1

Problems using "Classify and Extract" model with managed metadata

Hello,

I have made a document library on a team site where I want store certain documents relevant to our department. For this library I have trained a classification and extractor model. I have also made a term set and created several managed metadata columns and connected them to several children of the term set, all this is done on a site level as I'm just a site admin.

When apply this model to the library in question it classifies each document correctly and then begins to extract the words I have trained for, this is where the problems begin. The extractor keeps adding terms I don't want added and which is not included in the corresponding term set. I can see that it keeps adding phrases which are from the explanations in the extractor model. It also adds these phrases to the term set which according to the documentation (https://learn.microsoft.com/en-us/microsoft-365/syntex/leverage-term-store-taxonomy) should only happen if the term set is "open", which my term set isn't. Even then I fail to see how this should be the expected outcome, according (unless misinterpretation from my part) to the extremely lacking documentation and "how to video" this isn't how the extractor explanations should work. From my understanding the explanation should help the model find the correct data to extract, not extract the explanations themselves found within the document.

Some thoughts:

Could this be some kind of permissions issue? If I run the model as site owner and term set owner, could it be using my permissions to add new terms? This doesn't explain the weird extractor behavior though.

I have tried training new extractors, but they behave the same. I have tried training a new model on another site where I am in the site owners group the difference here is that I am not the site creator. There the model was working as expected.

I'm lost on what to do next. After googling I can't find anyone with similar problems, it doesn't help that the microsoft documentation is a maze with dead links and contradicting information. Is this yet another half baked microsoft product and I should just drop it?

Any tips or guidance is greatly appreciated.

Edit:
Forgot to say that the remove duplicates refinement doesn't seem to work properly either. After activating the refinement and during testing it adds duplicates anyway.

0 Comments
2024/11/29
11:42 UTC

1

disabling Site Pages feature using power automate

so im trying to do an http request in power automate to disable the feature Site Pages which allows users to add pages to the site but i cant seem to find the right uri call for it or the right formulation of the body of the HTTP request i have tried chatgbt and copilot and tried every combination they provided but i keep getting either badrequest errors or failed.

12 Comments
2024/11/29
11:19 UTC

2

File investigation? with url or similar?

Hi,

So is there a way in the admincenter or in powershell to investigate where files are located?

For example we had a weird case before where a user linked a file they lost access to and they didn't know the owner. in the URL I could see the sharepoint URL of course, but couldn't find where this sharepoint site was located.

In the end it was a private channel in a private team which the user lost access to, where the private channel also had been renamed so the url of the channels sharepoint site didn't match the name of the channel.

Is there a way to find where this file is located based on the url or other information of this type?

2 Comments
2024/11/29
10:51 UTC

0

Custom Permissions

Hi All,

I've just created a custom permission so guests can be added to our sharepoint and view and upload but not download, but when trying to share files, Im greeted with 3 basic options with no way to change or add the custom permission to that list (view, edit or can't download)

How can I add this custom permission as a share option for users? or is it that an admin such as myself has to go manually in each time and update the permissions in the advanced section?

1 Comment
2024/11/29
10:07 UTC

2

Term Set - show synonym in search when tagging?

We've got a term set with around ~20K terms.

These are functional locations with a naming convention like:

A001 -A001-A -A001-B A002 -A002-A etc.

Each term has a synonym like A001-A "Computer Room"

When tagging a file you can search by synonym, and it'll return the term correctly.

However if you search by the term e.g. A001-A, it won't show the synonym as well, it will just show the parent term A001

Is there a way we can make the term search also show the synonym?

I'm realising as I write this that theres a good reason this probably isn't an option out of the box is that you could have hundreds of synonyms.

Would this be a custom webpart job? Anyone done something similar?

0 Comments
2024/11/29
05:07 UTC

0

How to implement using just OOTB

I have a requirement like ...there should be a document library which is in card format using json formatting ...that is ok ...thing is in right side there should be some filters to filter items in the right side ....using only Out-Of-The-Box features (Like a filter pane in left side ) thats what i need ...but if not possible how can i implement similar user experience ....give me suggestions guyss

1 Comment
2024/11/29
04:41 UTC

1

Assistance Needed: Migrated Google Drive to SharePoint, Data Not Visible (BitTitan)

Hello everyone

I recently migrated data from Google Drive to SharePoint using BitTitan MigrationWiz. While the SharePoint storage shows that space is consumed, I cannot see the migrated data in the SharePoint sites.

Has anyone encountered this issue before or have any suggestions on how to resolve it?

Your insights and guidance would be greatly appreciated.

Thank you!
Shanuka

2 Comments
2024/11/28
14:59 UTC

2

Folder not visible

I can't for the life of me work this out and am hoping one of you can! I have saved a powerpoint on our work SharePoint page - I can edit it and so can others I have shared the document with. However when I open SharePoint online and look in the folder list, it is not shown. So I can only open it from my recents within the powerpoint app. The document Info shows it is saved in a sub folder - but the sub folder is not showing in SharePoint. I have full access to the SharePoint page as admin / owner so it's not to do with access rights. It does come up when I do a search on the file name.

I have a OneNote doc called the same name as the supposed sub folder - and when I click Open file location (in Info on the doc in the app), it opens the OneNote doc - could it be saved inside the OneNote?! I can't see it as an inserted file.

Even if it's in the OneNote doc - why can't I see the sub folder on SharePoint, is it hidden?

I hope that all makes sense, it's not stopping me working on the doc, I'm just rather confused why I can't see the file on SharePoint. Thanks in advance to anyone for any advice!

1 Comment
2024/11/28
13:08 UTC

1

Microsoft list (sharepoint list) - How to XLOOKUP from an Excel file?

Is it possible to xlookup from an Excel file?

From what I was able to find, we can only lookup between two List. So I could import my Excel data in List2, but how can I xlookup from List1?

9 Comments
2024/11/28
12:57 UTC

1

SharePoint Theme

I'm creating a custom theme for our sharepoint site, but when selecting 'Move to' or 'Copy to', the text and background colours become the same and are un-usable.

Here is the custom theme we have created using Fluent UI (Which reports no accessibility issues):
$themepalette = @{

"themePrimary" = "#ff5353";

"themeLighterAlt" = "#0a0303";

"themeLighter" = "#290d0d";

"themeLight" = "#4d1919";

"themeTertiary" = "#993232";

"themeSecondary" = "#e04a4a";

"themeDarkAlt" = "#ff6565";

"themeDark" = "#ff7d7d";

"themeDarker" = "#ff9f9f";

"neutralLighterAlt" = "#232323";

"neutralLighter" = "#2c2c2c";

"neutralLight" = "#3b3b3b";

"neutralQuaternaryAlt" = "#444444";

"neutralQuaternary" = "#4b4b4b";

"neutralTertiaryAlt" = "#6a6a6a";

"neutralTertiary" = "#f5f5f5";

"neutralSecondary" = "#f6f6f6";

"neutralPrimaryAlt" = "#f8f8f8";

"neutralPrimary" = "#efefef";

"neutralDark" = "#fbfbfb";

"black" = "#fdfdfd";

"white" = "#1a1a1a";

"primaryBackground" = "#1a1a1a";

"primaryText" = "#efefef";

"bodyBackground" = "#1a1a1a";

"bodyText" = "#efefef";

"disabledBackground" = "#181818";

"disabledText" = "#141414";

}

Any suggestions would be super helpful! :)

0 Comments
2024/11/28
10:31 UTC

0

Json formatting

I have a requirement like left section is of filters and right section is doc library in a card format ....while clicking on left filters it should reflect in right side ....without spfx how can i achieve it ...help me

1 Comment
2024/11/28
10:10 UTC

2

How to change file owner/stop notifications?

Asking for a friend: they said the owner a documents has left their department but still keeps getting notifications if people leave comments in the document they created/own. So they’d like to know how to either stop those notifications for the person that left the department, or how to change the owner of the file from that person to someone else? Hope this makes sense. They said they have super admin rights.

2 Comments
2024/11/28
06:45 UTC

12

Sharepoint as a document management solution?

Hi all,

Hoping I can get some insight and suggestions here - I apologize in advance for the long post but hopefully the added details will help with getting answers.

The Task: To find out if Sharepoint is a suitable document management solution for our problems.

Background info... I work at a small business related to the construction industry, single location, <25 employees spread across a few departments. We have been trying to move into modern times as it relates to electronic documents, but are still heavily reliant on paper. We have a wall of shelves filled with thousands of completed job file folders, and to this day, when we start a new project, we generate a job folder with project documentation in it that goes into an active jobs filing cabinet until it's completed. Many of our clients are repeat customers so we have to refer to old job files from time to time.

Let me walk you through the typical project life cycle. A quote or proposal is created, usually in Word or Excel, and eventually converted to PDF to send the client. If they accept, the signed quote gets printed and starts the project file, along with relevant client correspondence, engineering printouts and other documents to lay out the job. These documents are also saved electronically on our in-house server in a series of network drives with their own file/folder structures, which makes it a pain to find specific information when necessary, and can also be prone to user error. We have about 1.5 TB of info stored this way. I know it's redundant, but we're stuck halfway between paper and electronic filing because nobody knows exactly how to bridge the workflow gap, and everyone is strapped for time. After the job is completed, the file gets closed out (after being passed around to accounting to do their thing) and ends up on the previously mentioned file wall.

Now, we do utilize Microsoft 365. Much of our interdepartment communication is via email through Outlook, especially if documents are involved, which I know can be a waste as we're just sending copies of files back and forth. We use Teams for chat, but nothing is structured.

From what I've been reading through posts here and countless web searches, Sharepoint might be what we need to use to get organized, but I don't know where to begin. I'm thinking a server based (Sharepoint Server 2019) or hybrid approach might be more palatable to the higher ups here for keeping our data in-house rather than having everything in the cloud, if I'm understanding that correctly. Our internet connection isn't bad but we've had a few instances where it's gone down for a few hours here and there, and it would be nice to not have to stop work completely if everything was in the cloud.

I also don't know how the sites and document libraries should be structured. As an example, on our current server, we have a sales network drive, with folders for each year, subfolders in those for quotes, jobs, etc. There's a engineering network drive with folders by project, and so on. There is also a service department that generates documentation from service calls that would be helpful to include for reference with each client but that is not happening now, so for instance, the ability to pull up a client and view all the project documentation and service calls generated for that client is a herculean task.

Hopefully this all makes sense, and any advice on which direction to go, whether it's with Sharepoint or another software solution altogether is appreciated.

14 Comments
2024/11/27
22:04 UTC

0

IAM Cloud Mapper for larger SP Site

A client recently migrated their on-premise file server to SharePoint. They wanted to utilize SharePoint for the free space they got as an organization. They are Architectural and Engineering firm with over 1 Million files in a single SharePoint Document library. After the migration we found out the users want to have that entire folder system browsable in their file explorer. Adding "shortcut to Onedrive" at the top folder level and having it index all 1M+ files/folders. This is obviously causing OneDrive to freak out and causing a multitude of issues.

I just came across IAM Cloud Mapper and wonder if anyone has used this software at that file quantity and what your experience is. The client makes thousands of changes daily to this environment and I want to see if anyone has had throttling issues or anything else when it comes to larger libraries.

TL;DR has any experienced issues with Cloud Mapper at higher files volume? Thanks

4 Comments
2024/11/27
18:54 UTC

1

Display OneDrive File on SharePoint

I’m sorry if I’ve overlooked something very simple here, but I feel like I’m out of options:

A colleague has asked me to display a PDF from their OneDrive on a SharePoint page.

I’ve added a link to the file to a File and Media Web Part, as I’ve done plenty of times before with no issue.

When I view the page, the PDF is displayed, but there’s a blue OneDrive banner sitting above it.

Is there any way to get rid of this banner? I’ve tried different variations on the link, but some don’t work at all.

It just feels like this is not how it’s supposed to display on the front end, but I’m missing one critical step.

9 Comments
2024/11/27
17:58 UTC

1

Hub site perms not applying to associated sites

If I create a hub site and associate another site with that hub site, shouldn't the permissions from the hub site be reflected on the associated site? I'm not finding that to be the case, even though I enabled that option in the associated site. Could it be because I'm using AD security groups to give permissions to the hub site and not using the built-in SP groups?

4 Comments
2024/11/27
17:24 UTC

2

Migrating 2008R2 SSRS in sharepoint integrated mode to 2022 native mode

Theres absolutely no information about migrating ssrs from sharepoint integrated mode to native mode. I'm not sure if its even possible. Also the leap from 2008R2 to 2022 might be a huge problem but I havent even made it to that point yet.

  1. Is it possible to migrate from sharepoint integrated mode to native mode on a new server?

  2. It seems I'm able to copy the reports over with the ssrs_migration script provided by microsoft but it doesnt address the actual report databases? (I dont think these would be copied over by the script but could be wrong.) Am I correct here? How could I handle moving the actual databases?

  3. What issues could flare up from going from 2008 to 2022?

1 Comment
2024/11/27
16:58 UTC

9

Looking for Best Practices Guide for SharePoint Usage with Synced Libraries (via OneDrive)

Hi All,

I’m managing a situation where users are syncing SharePoint libraries to their local systems (Windows File Explorer via OneDrive), and recently we've encountered issues where folder data modifications are not syncing properly.

To help our users understand how SharePoint works and to establish best practices when working with files in SharePoint, I’m looking for resources—videos, guides, or documentation—that can help.

Some points I want to cover include:

-Always verifying the cloud icon in File Explorer to ensure the folder is synced.
-Checking for any errors or warnings in OneDrive.
-Avoiding actions that can break sync, like renaming synced folders or moving files improperly.
-Understanding file versioning and how it works in SharePoint.

Does anyone know of any comprehensive guides or videos online that I can share with our users? Even tools or checklists would be helpful.

Thanks in advance for your help!

11 Comments
2024/11/27
16:56 UTC

1

A list with a column that displays multiple icons

Hi all. I'm new to SharePoint. I created a list of courses and want to add a column that has a numerical value (or values) between 1 and 5. So for example, course A could have the values "1, 3, 4" and course B could have "2" only...

I managed to do so, by creating a choice column from the site settings page. However, instead of the numbers, I'd like to have icons to represent the numbers. I have 5 icons (circles with different colors for each number). So the cell of course A would display something like this: 🟢🟡🔵 and course B is 🔴...

Any help directing me to the right path is appreciated :)

15 Comments
2024/11/27
16:50 UTC

Back To Top