Why Color Code Expiration Dates? Color coding expiration dates in SharePoint enables users to quickly visually identify items needing review or action. Using background colors to highlight dates provides an at-a-glance status indicator that focuses attention on impending and passed due items. This saves time over reading individual dates and makes it easy to scan…
Assessing Your SharePoint 2013 Environment Conducting a thorough assessment of your existing SharePoint 2013 environment is a critical first step before planning an upgrade. This involves carefully evaluating key components like business needs, site functionality, feature usage, custom solutions, and performance. Evaluating Business Needs and Requirements Review business workflows, collaboration requirements, content types and storage…
Centralizing and Streamlining Workflows Benefits of Automating Business Processes Implementing workflows in SharePoint allows organizations to model business processes as a series of procedural steps. This enables the automation of repetitive manual tasks, enforcement of business rules, routing of documents, and notifications when certain conditions are met. Specific benefits include: Increased efficiency – Automated workflows…
Identifying the Root Cause When SharePoint is unable to connect to Active Directory domains and infrastructure, the first step is determining the root cause. Check the following areas: Checking Permissions and Access Control Settings Validate that the SharePoint servers and services have the necessary permissions to query Active Directory. Review the access control lists on…
Prerequisites Before importing Excel data into an existing SharePoint list, certain prerequisites should be completed to ensure a smooth and successful process: Ensure Excel Data is Well-Formatted and Compatible The Excel data file intended for import into SharePoint must adhere to the following formatting best practices: Data should be structured in a tabular format with…
Limitations on SharePoint List Columns When Importing from Excel When importing data from Excel into a SharePoint list, certain column types and configurations can cause issues. There are restrictions around complex data types, lookup columns, column validation, large columns, and more. Being aware of these limitations can help you design your Excel data correctly before…
Validating Data Types to Avoid Import Errors Ensuring that Excel column data types match up with the expected SharePoint column types is crucial for avoiding errors during import. Data type mismatches between text, numbers, dates, and other formats are a common culprit for import failures. Following best practices for validating compatibility early in the process…
Identifying the Root Causes of Failed Imports Importing Excel data into SharePoint lists or libraries can often fail for a variety of reasons. Identifying the root causes is critical for troubleshooting and fixing the errors. Common import failures relate to mismatches between the Excel file and the target SharePoint columns, unsupported Excel features, and large…
Properly formatting Excel data is a crucial first step for successfully importing that information into SharePoint lists. Taking the time to clean and standardize columns, data types, and entries in Excel will enable seamless integration with SharePoint’s data validation features and prevent truncation or loss of data later. Formatting Columns and Data Types The headers,…
What Are SharePoint Email Workflows SharePoint email workflows are automated processes that use email notifications to facilitate review, feedback, approval, and other actions across users in SharePoint. They allow managing tasks and business processes by routing content, forms, and tasks to the right people at the right time. The main purpose of SharePoint email workflows…