Monday, April 4, 2016

SharePoint Department Site template… doesn’t exist

Why you should never create SharePoint Department Site template

The objective of creating project site templates is pretty obvious. You are running a number of projects in your organization and want all you project or team sites to look the same, have standard way of organizing documents and other content. In other words, you want to enforce certain project management methodology and business processes.
With departments sites, it is a different story. I frequently get requests from clients to help create Department site templates and my response is always “it does not exist“. Here is why. I yet have to see 2 departments in one organization that will organize documents and other content in exactly same way. For example, it is very unlikely that your Marketing team will organize documents same way as an Accounting team. One might use folders, another metadata and metadata will most likely be different anyway.
So while some basic elements like branding, calendars, contact lists might be the same, for the most part, various Department sites will look and work differently. And will be used by different sets of employees.
Enforcing a single template on all departments is a sure way to kill SharePoint User Adoption. Make sure to empower your employees and address their unique needs by customizing their department sites according to their requirements and business processes.

Friday, March 11, 2016

SharePoint is a Religion!

Now that we just completed another series of winter holidays, Hanukkah and Christmas, I realized something. SharePoint is a Religion! And we are all part of it! If you don’t understand what I mean, let me explain…

Why is SharePoint a Religion?

SharePoint has a large following

Just like any major religion – it has a large following. There are many people in the world that practice the religion of SharePoint. That’s because SharePoint has been for a while now (almost 15 years), and is present in many large and medium corporations. And thanks to Office 365, SharePoint is now widely used by small organizations and non-profits.

SharePoint has religious fanatics

Just like any religion, SharePoint has some hard-core fanatics. I am one of them. There are many others too. We, SharePoint fanatics, think that every single problem in the world can be solved by SharePoint. We live and breathe by SharePoint and get excited by its little and unique features and unlimited capabilities. Every other word that comes out our mouth is “SharePoint”.

SharePoint has a holy day – Saturday

Every religion has its holy days. Just like Sabbath (Saturday) is a holy day for Judaism, Saturday happens to be the holy day for SharePoint as well. That’s the day when SharePoint Saturdays occur. This is when SharePoint followers and fanatics congregate in the cities they live in and listen to sermons from each other about SharePoint. It is a whole day event that takes place almost every Saturday it some major city in the world and repeats annually.

SharePoint has God

Just like any other monotheistic religion, SharePoint has one God as well – it is called Microsoft. SharePoint is a Microsoft’s product. And Microsoft is in total control of SharePoint, its features, look and feel, updates, etc. So all of us, SharePoint followers, we all look up to Microsoft and carefully listen to it and try to understand and interpret every little word or piece of news that comes out. And then we all get excited about it and talk forever about it

SharePoint is everywhere

Just like you find places of worship everywhere – SharePoint is everywhere too. Thanks for Office 365 (cloud) – SharePoint is everywhere. It is tied to Outlook when you send an email, it is on your mobile device, it is there when you store your documents using OneDrive or collaborate with colleagues at work.

Sunday, February 14, 2016

Microsoft PowerApps for No-Code Apps


Microsoft’s new PowerApps just came out this week! PowerApps is an app for Windows 8 and up desktops, or mobile devices. It is also only for Office 365 customers. When you go to http://www.powerapps.com, you can request an invite, so that your Office 365 tenant will be allowed to use it. Here is the link to install it http://aka.ms/powerappsinstall This is a preview of the product, so things in these screenshots may change over time before the final release.
There are several links on the homepage to get you started, such as Plans and Resources. Also, as you’re trying out PowerApps, there is a little smiley icon at the top right. That’s where you give your feedback. Please let them know what you thing, and constructive criticism letting them know specifically what you are referring to.
Once you get logged in for the first time, the web page will look like this. You can immediately start making an app or a logic flow:
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(To get back to PowerApps, it will also be available here):
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You may assume that you’d need an app before creating a logic flow. Not really. Logic flows can be based off of a lot of different types of data sources that you may have access to, such as Salesforce or Azure. I love the web page ifttt.com, which lets me automate a lot of things in my life. Well, this is similar, except more for business data sources.
In this example, I’ll start making a SharePoint app based on a couple of lists.
Under “Make an app”, when you click Get Started, it shows you a lot of example apps to try out. I highly recommend creating one or two of these, even if they don’t have the data source you need, just to try them out and see how all of the controls work, and how they are set up. Notice at the top, that you can flip between a Phone or a Tablet, and the app templates will look different for each.
Phone:
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Tablet:
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When you click the Choose button at the bottom right, it opens up PowerApps on your computer, or prompts you to install it.
For the sample data in the examples, for now it only lets you choose between Dropbox, OneDrive or Google Drive. As you can see, I selected Dropbox.
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In PowerApps, click Connections on the right side, so that you can create one or more connections to your data. You’ll notice in the pricing plans that the number and type of connections will be different in different plans. For example, the enterprise level will even let you connect to on-premises data sources. As of now, the available connections you can create are:
  • Dropbox
  • Dynamics CRM Online
  • Google Drive
  • Microsoft Translator
  • Office 365 Outlook
  • Office 365 Users
  • OneDrive
  • Salesforce
  • SharePoint Online
  • Twitter
You can just create some connections, which you will potentially use in various apps you create. You don’t have to use every data connection in every app, but PowerApps will remember all of your connections and they will stay in there for next time you fire it up to create another app. I’m not going to create the sample app right now, I’m going to do a SharePoint Online one, so I went ahead and added a connection and authenticated to my Office 365 tenant. Here is their set of steps for creating connections.
  1. For my SharePoint app, on the main screen I’m going to choose Start from your data, as a phone app:
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  2. I choose SharePoint Online from my list of connections, then on the right, I can add my SharePoint site using New Site. I can have multiple sites in this list.
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  3. I selected my travel site, which doesn’t have that many lists in it. Once you select a site and click Connect, you will be prompted to select a list. Don’t worry, even though you’re only selecting one here, you’ll be able to add more to your app. Select a list and click Connect.
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  4. Your app is built. Pretty basic and needs some tweaking, but it totally works!
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Let’s walk around and see what’s what. Here’s Microsoft’s set of instructions, and you can scroll down to the Customize the app section.
https://powerapps.microsoft.com/en-us/tutorials/get-started-create-from-data/

Getting in and Out

First of all, if you create this app and then exit PowerApps and come back, you’ll see list of all of your apps that you can open. Like me, you may click the name of the app to open it to design it some more. BUT, when you click the name of the app, that is the end user experience of interacting with it, filling out forms, etc.
Design: You need to click the little “Edit” icon (pencil) to get back to the designer.
Sharing: That’s how you “Publish” it (for now), you share it with people using their email addresses.
Pin: Pin this PowerApp to your Start screen. For people who use it, fill out forms, etc on a daily basis, this is what they would do. Currently there is no out-of-box direct link from your SharePoint site to your app.
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Screens

The concept of Screens in here is similar to Views in InfoPath or Forms in MS Access. Same set of data, just different ways of looking at it or interacting with it. The default screens are down the left, and there are three. Notice in the ribbon in the screenshot above, you can create new screens, rename existing ones, and even select from pretty layouts for them.
BrowseScreen1 – This is the screen that shows you a list of stuff. Each item has a button to go to the detail page.
DetailScreen1 – This is like the DisplayForm in SharePoint. It’s for looking at data, like a list item.
EditScreen1 – This is used for new items being filled out OR for existing items being edited.
Just like with views in InfoPath, you can create buttons that will let you switch between views. For example, by default when you create a new item in here, it takes the user to the DetailScreen to view the item they just created. You can even click the little ellipses button next to any screen to do additional actions such as delete it or duplicate it.

Quick Tools

Notice the pane on the right in my screenshot above. If you don’t see it, click the Quick Tools button at the bottom of the screen. I love the way that you can quickly change the layout on your screens, pick from some color themes, or pick from your content fields. Layouts and themes are pretty self-explanatory, but what’s “Content” for?
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I can tell by looking at the data that those aren’t the fields that I’d like to display here. For example, the one that says “stuff” is actually in the description of a travel request. I see on the right that Heading8 is bound to the description. To change it, I just change the drop-down box to Title. You’ll notice when you click one of those drop-downs for the values, that you see the system name for each field, not the pretty display name.
(Note: In list settings in the browser, look at the hyperlink of a SharePoint list column name to see Field= to find out what that column’s system name is)
I went ahead and switched some of mine around, so that the fields that I want are showing, instead of the defaults.
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Options

There is an Options button at the bottom, next to the Quick Tools button. This has my data sources in it, and I can insert more data. For example, I’d like to have multiple SharePoint lists in this app, for lookups and such.
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Adding more data sources

I’m not sure what the TextualGallerySample is, but there’s my Travel Requests list.
  1. Click Insert your data to add more sources, such as other SharePoint lists, Twitter, OneDrive, Azure, whatever I need.
  2. Click SharePoint Online.
  3. Click the name of your site, or you can even add other sites in here, so you can have cross-site data!
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  4. Click the name of one or more lists, and click the Insert button.

Controls

There are many really cool, modern types of controls that you can use in PowerApps. Here’s a page where they walk you through adding and setting up several. https://powerapps.microsoft.com/en-us/tutorials/add-list-box-drop-down-list-radio-button/
Data Cards – These are little sections in your form. Click on your default EditScreen1, and click on a control. The card I selected here is for the Title field, which I call the “Destination” in my travel request list. It contains the label and the text box for the destination.
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When I open up Quick Tools again while this control is selected, it looks a little different. There’s more that I can do. Notice the little Edit column on the far right. See that my estimated cost field has a number icon, that’s because it’s a number field and the rest are text. I’d like my trip start and trip end fields to be date pickers instead of textboxes. This is what you will see when you click the little abc icon:
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Advanced Settings

Also, notice that when you’re working in controls, there is a drop-down box and function button at the top of the screen. This can be used with screens, controls, buttons, etc, and this is where all of the logic happens. Also, there is an advanced view of properties.
On the View tab in the ribbon, click Advanced.
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This is where it gets to be more like a programmer’s tool, but a power user can still make their way around a bit. I can click the dropdown at the top that says Default, and each of the properties that have values will show in bold. Then, I can use the fx (function) button to do more advanced functions. Notice in the Advanced pane on the right, a lot of the properties are listed there. See that I have my Trip End control selected, and the Default property says Trip_x0020_End, and you can also see the property and some others on the right. You’ll notice that when you let PowerApps generate your app for you from your data, and when you use any of the default templates, a lot of that logic is already there. For example, when I click the little checkbox (submit) button control, I can see that the OnSelect has a long string as the function:
If(editGallery1!Valid, UpdateContext({EditRecord1: Patch(‘Travel Requests’, EditRecord1, editGallery1!Updates)}); If(IsEmpty(Errors(‘Travel Requests’, EditRecord1)), Navigate(DetailScreen1, ScreenTransition!None, {BrowseRecord1: EditRecord1})))
As you start filling in or typing a function, it does prompt you and help you out as you go, letting you know what it’s expecting, to an extent. Here’s their formula reference: https://powerapps.microsoft.com/en-us/tutorials/formula-reference/

Using the App

At any time, you can use the Share button that I mentioned at the beginning of this post, to share and let other people use this app. There are even iPad and Android apps that they can use!
Well that’s all for now. This was just a preliminary run-through to get you started and familiarized with some of this.

Sunday, January 3, 2016

Step-by-step instructions on how to add such filter to your document library, improve user satisfaction and user adoption and spice up your search.

What is Metadata Navigation?

Before we proceed, I want to mention that this filtering mechanism (official name in SharePoint for this is Metadata Navigation) really only makes sense if you configure your library with custom metadata/columns. If you don’t have custom metadata setup, the only filters you will have are the ones that exist by default in any library (Modified, Modified By, etc.).
Metadata Navigation is a feature in SharePoint that allows users to dynamically filter and find content in SharePoint lists and document libraries.

Step 1. Configure your metadata, upload documents

I will assume that you already know how to do this. If you don’t – you might want to check out this slide deck for step-by-step instructions.

Step 2: Activate Metadata Navigation feature

Not sure why it is setup that way, but the cool looking filter (also known as Metadata Navigation) is not something that is activated out of the box. You have to enable the feature at the site level first. For this, you need to be a Site Admin (or have Full Control permission to the site).
  1. Go to Site Settings > Manage Site Features.
  2. Scroll down to Metadata Navigation and Filtering and click Activate button.
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Step 3: Configure Metadata Navigation Settings

Once the Metadata Navigation is activated, you can now setup filters at the library level
  1. Go to the library where you want to add the filters
  2. Go to Library Settings tab – you will now see an option called Metadata Navigation settings. That option did not exist previously (it only appears after you activate that Metadata Navigation feature above)2
  3. On the next screen you can configure your filters. You have full control over which filters to display and in which order. The filter list on the left side contains all of metadata filters available to you (both out of the box + custom metadata you created yourself).metadata filters
  4. Click OK
You are done – enjoy your search! Now use can search your library based on a combination of metadata filters. Just choose your choices on the left, click Apply filter and your library will adjust results accordingly.

Wednesday, March 20, 2013

New Updates for the SharePoint Mobile app

SharePoint app for Android and iOS has been around for quite some time already. This app is often dubbed as ‘intranet in your pocket’ and those who are running on SharePoint / Office365 probably might agree with this fact. Microsoft keeps on consistently improving the capabilities and user experience based on the feedback from its user base.
The recent update of the App gives you access to the new releases that Microsoft has released like Hub Sites, Team Sites etc. The latest version allows you to keep you informed with the comments from news articles that are published. You can always stay updated on every happening in your organization.

Navigate SharePoint Hub Sites on your Mobile

Microsoft released SharePoint Hub Sites somewhere around March this year, and now even before end of April SharePoint mobile app has been updated with full access to Hub Sites and all its associated sites through your mobile. Surely, a sign that Microsoft is serious on improvising SharePoint features. You will now get full cross-site navigation, have a view of the aggregated activities, news, files and lists etc. Hub Sites can help you stay organized.
Navigate SharePoint Hub Sites on your MobileCross-site navigation of a SharePoint hub site (left), and Teams site (on the right).

Team Site Homepages access

Now, in your mobile app, all the content, web parts, layout choices show up like any page or news when viewed on smaller devices. The SharePoint mobile app for Android, you can access your activity, news, files etc. from within a new team site navigation menu. Both the mobile and web are more fluid and easier for you to work across both the systems.

Notification alerts for comments

Whenever you get a comment on your news article you get a notification on your mobile app. That makes it easy and lively for you to take part in the discussion. A real engagement that could improve workplace effectiveness.
Comment Notifications on your mobile.
Comment Notifications on your mobile.

Tab Layout for Android.

It is often the case that Android mobile apps doesn’t stretch to accommodate for a Tab screen. Microsoft has a new App for Android tab layout. You will now be able to see your personalized news, sites, links, people etc. at the bottom of your screen making it easy for you to access any of those whenever you need them.

Summary of SharePoint mobile updates

Feel free to check the links below for updated news on Mobile app developments for different platforms.
What we have discussed above are the most recent additions to the SharePoint mobile apps. If you are following every update closely, you might appreciate the fact that Microsoft is consistently bringing in new features and refining the overall mobile user experience to the next level. Hope we will get every new SharePoint feature transformed to the mobile platform too.