My SharePoint Log

Use Custom Ribbon Action to launch Workflows – NO Code!!

Using SharePoint Designer 2013 we can now add simple ribbon actions to launch custom workflows

Create your custom List:

This is the normal item display ribbon:

Create your custom list workflow:

In SharePoint Designer navigate to your list | in the ribbon choose Custom Action | and the location where you want the action to show

Name your action and select “Initiate workflow”

Save it | refresh your page and you should now see your new Ribbon Action

Using the Ribbon Action will trigger the workflow to update the task status.

O365 Groups vs SharePoint Team Sites

I’ve read on the WWW that experts are declaring the death of SharePoint Team Sites to be replaced by O365 Groups.

I then decided to investigate this new “Groups” feature closer to better understand what’s happening here.

The answer I found was both YES and NO, depends on who you are and what your needs is.

If you’re a business user then YES, it’s dead, you don’t need to think or worry about the “SharePoint Teams Sites” anymore, the new “Groups” will serve all Your needs and make your day easier and more productive.

Why | because the new Groups does have the best features (conversation newsfeed, document share, calendar, notebook) of the “Team Sites” without the complicated things (navigation, adding/deleting apps, complicated permissions levels, site settings).



If you’re familiar with SharePoint, then the answer is NO, you will quickly notice a lot of things that are familiar to you

Site Mailbox | Email replies both internal and external goes straight to the group conversations

https://outlook.office365.com/owa/#path=/group/learning101@hangconsult.com/mail


 
 

Site Notebook |

https://jimmydev.sharepoint.com/sites/learning101/_layouts/15/WopiFrame.aspx?sourcedoc={2bbfd181-f8f4-4bcc-97f7-a0d5b5a8c0ef}&action=editnew


Document library | Group library

https://jimmydev.sharepoint.com/sites/learning101/_layouts/15/GroupsDocuments.aspx


 
 

To me the Groups and Team Sites is pretty much the same thing, as O365 admins I still need to:

  • Train my users, but it’s a lot easier.
  • Still need my governance | content is split between SharePoint Online and Exchange Online
  • Think about backup and restore.

As a SharePoint consultant I LOVE the new things Microsoft is bringing to O365, and I’m looking forward to the rollout of the new notification features and Skype integrations.

http://blogs.office.com/2015/06/08/new-user-experiences-in-office-365-on-the-web/

But it’s a lot of things still can’t figure out yet:

  • Yammer? | I hope it will merge with the new Groups
  • Document Workflows? | the Groups doesn’t seem to support this, traditional Team Sites will do.
  • Custom metadata | the Groups doesn’t seem to support this, traditional Team Sites will do.
  • Last but not least I can’t find the “Group sites” in SharePoint Online admin view | where the groups document libraries seems to be created.

  

Cascading Drop Down – With Nintex Form in O365

To me the “Cascading Dropdown” feature in SharePoint both on-premises and online is like a never ending story.
I’ve used my fair share of different solutions with different level of difficulty.

“Cascading Dropdown” is the concept of filtering a form control with values from another control.

In this post I’ll guide You through one of my latest finding for SharePoint Online(O365).

First thing first, why will you need “Cascading Dropdown”? | Because it’s “User Friendly

Example: create a form where user can choose a value in a “Country” field then the next field “City” will filter and display the cities for the chosen country.

Requirements:

Nintex Form for O365
One SharePoint Main List
Two support SharePoint List

First create a support list named Country:


Then create a second support list named City | in the City List create a lookup column “Country” with lookup to the “Country List”


My main list is named “CascadingDropDown” | it has three columns | Title | Country (lookup to country list) | City (lookup to city list)


In the “CascadingDropDown” list in the ribbon choose to customize with Nintex Forms


This will send you to the Nintex Form Designer view | we won’t make any big changes to the form just the “City” field control


Double click on the City field control to bring up the control settings | we will filter the selection based on the “Country” field control


Save and Publish your form | when adding a new item you can now choose “Country” and “City” will filter the selections available




I simply love this solution, because it’s easy to build and works great.

ENJOY!!