Category Archives: Lists/Libraries

Forms on SharePoint Libraries – NEW

New forms on SharePoint libraries

If you’ve been working with SharePoint for any length of time, you know the struggle: users uploading files without filling in metadata, documents scattered everywhere, and that constant battle to maintain any kind of organization. Well, I’ve got some exciting news. Microsoft just started rolling out a feature that we’ve been waiting for (November 2025) —the Forms button for SharePoint

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Comparing Out-of-box Options in Microsoft Lists Automation

Microsoft Lists automation options, out-of-box no-code

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

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How to use the Plan Designer in Power Platform

Learn how to use the Microsoft Power Platform Plan Designer, and see the corresponding demo video.

If you’ve been following the Power Platform space, you know that Microsoft has been doubling down on AI-powered development tools. Their latest addition, the Power Apps Plan Designer, is honestly pretty impressive – and I think it’s going to change how we approach app development projects and requirements gathering. This is my post and associated video. What Exactly Is Plan

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SharePoint Quick Steps: Automation Simplified

SharePoint quick steps in lists and libraries

Have you ever wished you could streamline your SharePoint tasks without diving into complex code or workflows? Good news! Microsoft has introduced SharePoint Quick Steps – a feature designed to make your SharePoint experience smoother and more efficient. As Microsoft retires SharePoint alerts, Quick Steps steps is a more versatile solution for automating common tasks in your lists and libraries.

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Three-Stage Document Approval Process in SharePoint with Flows

3 stage document approval WonderLaura

When the “Start Approval” button gets clicked and “Approval Status” flips to “Approval 1,” Power Automate kicks off the first flow. Each stage gets its own flow.

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Power Automate: Populating Word Templates in SharePoint

Create files in SharePoint from Word templates and SharePoint data

One of the most common automation requests I receive is how to generate formatted documents using SharePoint data. Whether it’s contracts, reports, or internal memos, Power Automate makes it possible to dynamically populate a Word document with data from SharePoint and other sources. In this post, I’ll walk through how to set up Word templates, use the Power Automate Word

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SharePoint Command Bar Customization for Power Users

In this post, learn how to customize the SharePoint command bar, which is the toolbar that appears at the top of lists and libraries.

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