Tuesday, June 26, 2018

SharePoint Online: Automating Document Set File Template Revisions with Microsoft Flow

Managing the file templates associated with a Document Set content type can be tedious process, especially when the source files are regularly modified in a document library outside of the Document Set content type. To perform this operation manually, you first need to download a copy of each modified template, and then upload them to the 'Default Content' section under Library Settings > Content Type Name > Document Set settings. In this blog post, I am going to provide the steps needed to automate this task using Microsoft Flow.

1. Using a blank flow, begin with the following trigger. Add your site address, select your Library Name, and leave the Folder field blank if you want the flow to look at the entire library.

2. Add a condition and configure it so that the flow can find the file templates to be overwritten. See the syntax below. Template1Name represents the name of the first document set template, and so on. In this example, there are three file templates in the document set content type.
@or(contains(triggerBody()?['{Name}'], 'Template1Name'), contains(triggerBody()?['{Name}'], 'Template2Name'), contains(triggerBody()?['{Name}'], 'Template3Name'))

3. For the Yes section of the condition, add the 'Copy file' SharePoint action to the flow. See the screenshot below for further details. I am using the 'File name with Extension' dynamic content item in both Source and Destination fields. NOTE: The Destination File Path is pointing to the content type location. You should be able use Windows Explorer and browse to this location manually. So, if you run into any issues with this path, you can test to see if you can view in Windows Explorer.

4. For the No section of the condition, you can simply leave it blank if you only have one content type. If you have multiple content types for which you need to automate the document set file templates, you will need to add another condition under the No part with its own set of Yes/No sections, and configure it similar to steps 2 and 3 above.

Hope this helps make your SharePoint life better!

Wednesday, November 8, 2017

Hide the "Follow" link on the hover panel for people search results

I had a request recently to hide the "Follow" link shown on the hover panel for people search results. Upon trying a number of different ideas, I found the easiest way to accomplish this task is to modify the display template associated with this functionality. See steps below.

1. At your search center site, go to Site Settings, and click on Master pages and page layouts under the Web Designer Galleries section.

2. Click on Display Templates > Search, and find the Item_Person_HoverPanel.html file. Download a copy of this file to your desktop.

3. Edit the file in notepad, and comment out the following line.

<div class="ms-calloutLink ms-uppercase" id="_#= followId =#_"></div>

My blog posts have been few and far between lately as I have been super busy pursuing an MBA at my dream school - Notre Dame. After finishing, I will post more!

Friday, March 3, 2017

Content Search Web Part: Subsites not sorting correctly

If you are one of many using the Content Search web part to display all subsites of a parent site, and the sorting by Site title is not working as expected, use the following tips to get it working correctly.

1) Use one of the refinable string managed properties and map it to the 'ows_SiteName' crawled property. I used the RefinableString00 managed property.

2) Create a new Result Source on the parent site. Site Settings > Results Sources (under Search). Create a New Result Source. Give it an appropriate name, scroll down, and click the 'Launch Query Builder' button. In the Query text box, add your query as needed. I used "path:"https://company.sharepoint.com/sites/sitename" contentclass:STS_Web  UrlDepth=3" to show the first level of subsites on my parent site. Next, click the SORTING tab, and select your refinable string managed property. Select the OK button.

3) In the Content Search web part query, click the link to 'Switch to Advanced Mode'. Select your newly created Results Source in the drop-down, and clear the Query text box. Select the OK button.

4) If your subsites are still not sorting correctly in the web part, try re-indexing them. On each subsite, go to Site Settings > Search and offline availability (under Search). Click the 'Reindex Site' button.

Tuesday, June 21, 2016

SharePoint Online: Some CSS Tidbits

For this post, I just wanted to pass along some CSS tidbits I have been using lately on SharePoint Online sites. See below. I have also included a brief explanation in parenthesis next to each comment. Hope you find these helpful.

/* Hide Global Navigation */ (Hide the global, or top level, navigation bar)
#zz11_TopNavigationMenu {
display: none !important;
#zz12_TopNavigationMenu {
display: none !important;
/* Hide Page Title */ (Hide the page title next to the site logo)
#pageTitle {
/* Header Banner */ (Use an image to act as the site header banner, and size it as needed)
#s4-titlerow {
background-image: url('/sites/sitename/PublishingImages/image.jpg') !important;
    width: 100% !important;
    height: 53px !important;
    background-repeat: repeat !important;
/* Site Logo Size */ (Increase the size of the logo on the site)
.ms-siteicon-img {
max-width: 281px;
max-height: 60px;
/* Search Bar */ (Change the background color of the search bar on the site)
.ms-srch-sb {
background-color: white;
/* Web Part Headers */ (Change the background color of the web part headers, and the font size, color, and weight (bold) of the web part titles)
.ms-webpart-titleText.ms-webpart-titleText, .ms-webpart-titleText > a {  
background-color: #BEBEBE;
font-size: 18px;        
font-weight: bold;      
color: #0072c6;        
padding: 5px 5px;    

Note: I recommend you use these styles in an external style sheet on your site and reference it in your master page.

Thursday, May 5, 2016

The Future of SharePoint: Brighter than Ever!

The SharePoint team at Microsoft has announced some of the new capabilities coming very soon to SharePoint, particularly around OneDrive, Mobile, and Office 365. So far, it looks amazing! Really excited about the future of SharePoint. See link below for article.