Why File Security Matters Protecting files stored in SharePoint from unauthorized access is critical for several reasons. First, confidential files containing sensitive data like customer information, financial records, product designs, etc. can lead to serious consequences if accessed by hackers, insiders, or others without proper permissions. Second, many industries face strict regulatory compliance rules regarding…
The Core Issue With Drag and Drop When users upload files to SharePoint document libraries using the drag and drop method, the files get uploaded without any metadata attached. This causes problems down the line when trying to search, filter, or organize files based on metadata tags. Without metadata classifications attached, documents end up poorly…
Why Metadata Matters for Bulk Uploads Metadata enables organization, searchability, and governance of bulk uploaded content in SharePoint. Structured metadata allows users to easily find and manage files uploaded in bulk. Lack of standardized metadata creates information silos, leading to discovery issues and inefficient search. Preparing Metadata Before Uploading Before bulk uploading files, site owners…
What’s the Issue with Drag and Drop Uploads? SharePoint’s drag and drop upload capability provides users an easy, convenient way to add files to document libraries. However, enabling this feature by default allows users to freely upload any type of file without restrictions. Before long, document libraries can accumulate unwanted file formats like executables, zip…
What Are InfoPath Forms? InfoPath forms are forms that are designed and published through Microsoft’s InfoPath designer tool. They provide advanced form design capabilities such as data validation, conditional formatting, rules and calculations, and integration with databases and web services. When published to SharePoint, InfoPath forms enable robust forms scenarios that harness SharePoint workflows on…
Why Metadata Matters Metadata provides critical contextual information for documents uploaded into SharePoint. This additional data allows for better organization and discovery of files stored in SharePoint libraries. However, the drag and drop upload method can bypass prompts for entering metadata. Requiring metadata helps ensure documents are properly tagged with information like document type, sensitivity,…
The Problem of Querying SharePoint A common challenge when working with SharePoint sites is the need to retrieve specific folders, files, and metadata from various document libraries and lists. While the SharePoint user interface allows simple browsing and searches, developers often require more precise and customizable queries. The SharePoint REST API provides the capability to…
What is Recursive File Retrieval? Recursive file retrieval refers to the process of accessing and downloading all files and subfolders within a SharePoint document library or site collection in a programmatic, automated fashion. This allows for batch processing of potentially thousands of files for backup, migration, indexing, or further processing with other systems. Rather than…
The Problem: Needing to Retrieve Many Files When working with SharePoint folders that contain large numbers of files, a common task is to retrieve metadata or content for all files stored under a parent folder. However, the SharePoint REST APIs are designed for single file access and do not easily facilitate extracting details on all…
What Causes Broken Workflow Connections There are a few common causes of broken workflow connections in InfoPath forms that are tied to SharePoint workflows: The workflow host list or library has been moved or deleted – If the SharePoint list or library that hosts the workflow associated with the InfoPath form has been renamed, moved…