SharePoint Online

Understanding SharePoint Views Views in SharePoint libraries allow users to customize how documents are displayed. Views control settings like sorting, filtering, column selection, and more. Out of the box, libraries come with default views like “All Documents” that show items with common settings. Users can also create custom views with specialized settings. What are views…

Why Use Multiple Views Implementing multiple views in SharePoint document libraries can greatly improve organization and access to stored documents. Carefully crafted views help tailor the library to the needs of different audiences. For example, a marketing team may prefer to see columns and metadata related to campaign status, performance metrics, and content categories, while…

Increasing the SharePoint View Threshold What is the SharePoint View Threshold? The SharePoint view threshold is the maximum number of items that can be displayed in a list view or document library before throttling limits are imposed. By default, SharePoint online sets this view threshold limit to 5,000 items to ensure optimal performance. When a…

What Are Special Characters? Special characters are non-alphanumeric symbols that can cause issues when used in SharePoint file and folder names. They include characters like asterisks, angle brackets, curly braces, and more. When present in filenames or paths, special characters can prevent files from opening or links from working properly. They can also contribute to…

Validating SharePoint Forms Inputs Validation of form inputs is critical for collecting clean, accurate data in SharePoint. When forms lack proper validation, faulty data can enter the system leading to errors, inconsistencies, and poor data quality. Implementing robust validation logic checks inputs as they are entered, blocking bad data from the start. Effective validation requires…

The Problem with Default PreSave Logic The out-of-the-box PreSave logic in SharePoint forms can limit solutions in several ways. By default, SharePoint attempts to save any changes made in a form when the user clicks the Save button. This can cause problems in situations such as: Validations – The default save routine does not check…

What are People Fields People fields in SharePoint allow storing and retrieving data about users and their profiles. They are commonly used to assign tasks, tag documents, populate user profile information, and enable social features. People fields store a unique user ID that points to the user’s account in SharePoint’s user profile store. The user…

The Core Issue – Retrieving User Info Why Accessing User Data Matters Being able to access user email addresses and login IDs programmatically from SharePoint people columns is critical for many business applications. The user data enables personalized communications, mapping to user profiles, syncing with directories, custom display formatting, and more. Here are some common…

When creating columns in SharePoint, an internal name is assigned to uniquely identify the column while a display name is shown to end users. Over time, as modifications are made, the display name may no longer match the internal name which can cause confusion for users and issues with any customizations. This guide will cover…

The Need for Governance Implementing robust governance processes and controls is critical for organizations rolling out SharePoint across the enterprise. Without governance models in place, SharePoint environments can quickly become fragmented and unmanageable. Key risks include inconsistencies in site provisioning and lifecycle management, lack of oversight on customizations, and improper security models opened up by…