forms

Which tool should I use to make a form in Microsoft 365?

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It depends on exactly what functionality you need, who your form submitters are, and what licensing you have available to use. Are your form submitters internal organization users or anonymous/external? If your submitters are external and not being explicitly invited with their Microsoft 365 accounts, the answer is going to be Microsoft Forms or Power… Continue reading: Which tool should I use to make a form in Microsoft 365?

How to set Power Pages form fields via URL parameters (including lookup fields)

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Setting form fields in Power Pages via the URL – meaning that when someone clicks a link, certain fields are pre-set according to content in the link – can be done with JavaScript in Power Pages! The documentation on this is a bit light, and Chat GPT was not very useful in writing code to… Continue reading: How to set Power Pages form fields via URL parameters (including lookup fields)

Tracking “days to complete” a SharePoint list item request

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If you’re using SharePoint lists for any kind of ticket or request management, you are likely to want to track how long it took to complete the request. We can do this automatically using Power Automate to set a “close date” date-type field. First, make sure you have a “close date” or “completion date” field… Continue reading: Tracking “days to complete” a SharePoint list item request

How to design a GOOD Power Automate approval flow

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A good Power Automate approval flow has the following: This article is part of a series on doing request management with Microsoft Lists, so you might check that out as well! Power Automate makes it really easy to make a basic approval flow, but unfortunately it comes with none of the above out-of-the-box. I would… Continue reading: How to design a GOOD Power Automate approval flow

How to create approval reminders in Power Automate (including timeout error handling)

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Reminders are an important part of any approval process. Microsoft published an article in their Power Automate blog about using parallel branches for reminders. The technique shared there is my preferred method as well – but if you read through the comments (note: you need to be logged in to see comments on the site),… Continue reading: How to create approval reminders in Power Automate (including timeout error handling)

Techniques for managing comments in SharePoint lists

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Comments in SharePoint are a bit of a can of worms. There’s two types of comments: Modern comments My issue with the new modern comments is that they do not exist as real list data to be referenced by Power Automate or any kind of automated notifications. People interacting with the items only get notified… Continue reading: Techniques for managing comments in SharePoint lists

How to create a request management system in Microsoft 365 with SharePoint

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Request management (a.k.a. ticketing) can be extremely useful as a tool to manage and track work on a team. At the end of the day, this is essentially a form with a status field to track progress and automated alert rules. This is a replacement for email-based intake of work: the act of putting requests… Continue reading: How to create a request management system in Microsoft 365 with SharePoint

Conditionally format a list based on multiple column conditions (no coding required!)

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When you’re setting up conditional formatting for columns in SharePoint lists (a.k.a. Microsoft Lists), you are only given the option of configuring rules based on the current column settings that you’re looking at. But what if you want to create a formatting rule that looks at multiple fields? For example, if you want to highlight… Continue reading: Conditionally format a list based on multiple column conditions (no coding required!)

How to hide the “Title” field in a SharePoint list in SharePoint Online

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SharePoint lists will always come with a “Title” field for its items. This field can’t be deleted, but it can be renamed or hidden. I tend to err on the side of keeping it and renaming it to something more meaningful to the end-user over hiding it, because it’s the field that’s used to open… Continue reading: How to hide the “Title” field in a SharePoint list in SharePoint Online