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  • Forum Thread: Looking up values

    Hi I have 3 lists (Clients, Opportunities, and Jobs). A Client is added, then an opportunity. When the opportunity is won, I have a workflow that automatically adds a job. What I am trying to do now is have a workflow on jobs that allows a user to email a summary of the job to another staff member...
  • Forum Thread: The server was unable to save the form at this time. Please try again.

    Hi, In Office 365 I have a site which I added a page and a list. For the list, I added a form. The page was checked out whilst working on it and checked back in when completed. All internal persons who have access to the SharePoint site have contribute rights and two persons including myself have full...
  • Forum Thread: hide standard list apps

    A team site user with appropriate permissions can add an app from the list of standard SharePoint lists (Library, Calendar, etc). How can I hide this list of apps and instead provide list template libraries we want to use as the only available choices? Mike B
  • Forum Thread: Acurate Sum Total on Filtered List NOT Full List

    I am using the Totals functionality on a filtered list, and it's showing me the SUM value total of the larger list, not the filtered list. How do I produce sum totals only on items from my filtered list.
  • Forum Thread: user access to libraries, list and forms

    Hello Recently did a redesign on our sharepoint site. some of the permission groups were updated modified as well. Users can access all the site/subsites & pages but NO ONE but the administrator can contribute, or edit any of the document libraries, lists and forms on any page. every one else gets...
  • Forum Reply: RE: I can't display linked lists in SharePoint 365

    Hi Thomas, 1. Could you tell us how you linked the two lists? Do you use SharePoint Designer or the lookup column? 2. How do you want to show the linked lists? Do you want to show them together in the same page? 3. What is the specific web part you are using for the parent list and how did you...
  • Forum Thread: How can I create multiple Project Site with task that are automatically assigned to specific employee?

    I have a created SharePoint Project Site with Shared Documents and Projects Tasks. Under the Project Tasks List, I’ve crated multiple tasks and assigned an employee who is responsible on getting the task completed. Then, I saved this page as a template and made other Project Site based on this...
  • Forum Thread: Share list data across site collections in SharePoint 0365

    Hi, I have a project register list on on site collection in our O365 environment containing a central list of all projects including a people column detailing who's working on each project. I'd like to display a filtered version of this list based on the [Me] parameter on each a page in...
  • Forum Reply: Re: sales list with date comparison of previous date.

    Hi kj, As I understand it, you want to compare the sales figures for the date with the previous date for the year before. You can try to create a new column for the sales entry list, then customize the list form in InfoPath, change the priority of the new created column, and setup it to query the...
  • Forum Thread: Library Workflow - Send email with link to list item for external user

    Is it possible using InfoPath and SharePoint designer to create a workflow that sends an email to an external recipient that contains a link to an attachment in that list? This link would not have to require sign in. External sharing in this fashion can be done with normal files in SharePoint so I was...
  • Forum Thread: Transferring List Items to other lists

    Hi, I am trying to design a site; I have a list that I want to be able to transfer list items to another list. If I could "move" or "duplicate" the individual items that would be great. How could I do this?
  • Forum Thread: office 365/SharePoint online + workflow and external lists.

    I have two questions I need help with please. 1)Is it possible for a SharePoint list workflow to update an external list in SharePoint online? IE When an item status has changed in a SharePoint generic list, a workflow updates an external list. I have tried setting the appropriate permissions...
  • Forum Thread: How to link a Library document to its corresponding list item?

    Dear all, I have two Libraries containing a number of documents, each document having a corresponding item in a custom List. The List items are created upon upload of documents in the document Libraries and each item contains coding information about "its document". However...
  • Forum Thread: Creating a Connection to Default List Form Webpart

    How can I connect a Query String Filter webpart to the list form webpart on the default NewForm.aspx form? The Connections menu is grayed out: Background on what I'm trying to accomplish: I'm passing a query string parameter from the parent list to automatically set the value of the "Date"...
  • Forum Thread: Problems with lists visualisation

    Hi all I am not familiar with SharePoint but I am evaluating Office 365 and I need to use it for a public web site. I loaded the "Contact Us" Web App (as I need a contact form in the web site). It uses lists to store contact requests but when I try to access such lists I always end up...
  • Forum Thread: Enable anonymous users for custom list in SharePoint 2013

    Hi Currently I'm using SharePoint Online as a free trial. The problem is that anonymous users don't have access to the custom list. I tried one of the "solution" https://anonymous365.codeplex.com but it doesn't work in SharePoint 2013(Solution activated fine for 2013 but when...
  • Forum Reply: populate data for content from sharepoint custom list

    Hi, I created a document content type and i want to add a column to this content type which populates data from the existing custom list. Thanks, Abul
  • Forum Thread: Document Management

    Ok, the issue we are facing is with document management and since we are at the point of wanting to store all of our documents on sharepoint we would like to use Sharepoint . The question I have is, does sharepoint have this ability and if it does what books or training would you recommend to get me...
  • Forum Thread: Automatically attach files from computer to list items

    Dear all, I have a custom list containing about 2500 items, each containing coding information. Each item is linked to a PDF document found in a document library on the same site and in each item there is a field containing the link to its corresponding PDF document. However, I now...
  • Forum Thread: Contact Images

    Hi, I was wanting to set up a list of all the people connected to the current project. When trying to add an image beside the user it wants a URL is it possible to change this to just uploading a photo? Can I directly add their information from their My Sites or do I have to add them directly...
  • Forum Thread: move list Item to another list

    Is there a way to move a "list item" that is created "list 1" to "list 2" and delete from "list 1", "cut and paste"? Or any work arounds or similar ideas? Thanks John
  • Forum Reply: Re: Question about filtered lookup column

    Hi Jonas, Do you mean you would like to enter InfoPath to add some lookup columns to the Service Places list? If so, I have reproduced the situation in my client. You can realize it by clicking the Customize Form button. In Microsoft InfoPath, click Add Field under Actions in ...
  • Forum Thread: Obtaining a read-only value from Status List

    I need to get the value of the calculated field "Value" in a Status list , since I have no access to it directly. For instance, I point the indicator to a custom list and works correctly , It return the correct goal value, the actual indicator value ( Value Field) and the icon , however...
  • Forum Thread: Sharing list with external users

    Is it possible to share a SharePoint list with an external user? I'm able to successfully share a document, and a full site, but can I just share access to a single list?
  • Forum Thread: Lists and metadata

    I have just created a list that is intended to capture pending projects by person. Each person will have their own list. SharePoint provides certain basic information about each entry, but I would like to add data, such as client, matter, due date. Is that possible? To add additional metadata to list...