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How to Design Different Display for View & Edit List Item
There are certain user scenarios that would require to display a SharePoint List Item differently in View mode vs. in Edit mode. Good news is if you have SharePoint Server 2010 Enterprise, this can be...
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Filtered Lookup Field with No Code
SharePoint Lookup field allows you to render items from another list and displays them in a drop-down choice format. When working with a larger dataset in the source list, you may want to apply a...
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Validate Business Day in InfoPath Date Picker
User in a work setting often needs to exclude weekends and only account for business days when entering information. This post will demonstrate how to design a SharePoint form that determines whether...
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Pesky Long URLs
In an SP2010 client environment, I have recently been encountering a slew of Check-In and Check-Out issues across separate libraries and site collections. The common scenario is a user checking out a...
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5 Limitations of SharePoint Approval Workflow
The Approval workflow in SharePoint has been helping teams automate business processes since the days of MOSS 2007 and WSS3.0. It is the most commonly used workflow and since it’s pre-built, SharePoint...
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5 Steps to Enhance SharePoint 2010 Approval Workflow
In my previous post, we discussed the shortcomings of SharePoint 2010 Approval workflow. Though empowering and convenient to use, the out-of-box workflow lacks a user-centered experience. To quickly...
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Why I Always Opt Out from SharePoint Welcome Emails
In SharePoint, you can send email notifications when granting a user with access to SharePoint content. I have never been a big fan of this “Welcome Email.” The email is wordy, but often doesn’t...
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SharePoint Online 2013 Upgrade As Easy As 1-2-3
Very pleased to have received my official upgrade to Wave 15 (aka 2013) for my SharePoint Online environment. Microsoft made the process very seamless. Granted I’m not running much customizations,...
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Calculate Fiscal Year Using Workflow
This one might be simple but is often requested for. Most organizations track their numbers in an operating or fiscal year which typically spans two calendar years. For example, if bookkeeping were to...
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Easing the Pain of Document Copy in SharePoint
I was recently faced with a common challenge of needing to ship a document from one document library to another. While we all wait for the upcoming, super promising Move & Copy feature (announced...
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