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If you’ve been wrestling with manual processes in SharePoint or feeling overwhelmed by the prospect of building complex Power Automate flows, you’re not alone. The good news? Microsoft Lists (which are SharePoint lists) comes packed with a few different out-of-the-box automation features that can be used to create simple workflows without writing a single line of code. In this post
SharePoint Lists *are* Microsoft Lists, and in these lists you can create conditional formulas, so that certain fields hide and show according to conditions that you define. This is just out-of-box in SharePoint, without any other product, no Power Apps needed. Here’s how it works. In this example, I’ve created a list using the travel request list template, in SharePoint
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Microsoft Lists, AKA good old SharePoint lists, now have a new rules wizard. This is a very simplified way of creating notification rules, to be notified about certain things happening in the list. You can Create a rule, or click to Manage rules (edit or delete) rules that you’ve already created. Here’s what it looks like, at the top of
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Just two days ago, I virtually did a presentation at the DFW SharePoint user group meeting. I went through various terminology in PowerApps, and how to translate the way we did things in InfoPath, to how it’s done in PowerApps. One of the things that I mentioned, was that conditional formatting is still pretty complicated, because it needs to be
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STOP USING INFOPATH You can add real digital certificates to your InfoPath forms, but there are a few problems with them: They are not compatible with browser-based forms They don’t collect any real data that you can do anything with. So, for most clients I work with, they don’t need to have “real” certificates involved, and simply need to capture
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STOP USING INFOPATH In InfoPath, when using certain controls such as the Drop-Down List Box, Combo Box, List Box, or Multiple Selection List box, there are several different ways that you can obtain the list of choices that are available to people filling out the form. Enter choices manually – This option allows you to simply click the Add… button
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Forms and security. It is a common requirement to have a form that can be filled out, and when it is submitted, it goes to a location that the form submitter does not have access to. This is tricky because the users need to have contribute access to a list or library in order to create new items in it,
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