Category Archives: SharePoint 2010

Mimicking Column Security

One of the most common questions I’ve ever gotten in my ten years using SharePoint is: “How can I set a certain permission on a specific view or column (field)?” In this blog post, I will start with a couple of very simple ways to do this, which can easily ramp up to some more fancy / tricky ways.  This

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Dynamic Excel Web Part

In all versions of SharePoint and Office 365, the Excel Web Access web part has been around for years.  It is part of the enterprise version of these products.  Web part connections can be created on pages in SharePoint, to send information between web parts. The requirement in this scenario is that a department has a bunch of spreadsheets in

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Business Solution: New Hire Onboarding

Every Wednesday at 11 AM Central time, some colleagues from Rackspace and I do a live YouTube / Google Hangout broadcast called SharePoint Power Hour. Recently, I did a series of videos where I outline a single business process in detail.  I decided that a New Hire Onboarding process is a very common scenario, so that’s what I decided to

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Copy List Item to New – Another Method

Back in 2011, I wrote a post Click to Copy List Item to New.  I’ve had several requests for a re-write of this for 2013.  Actually, this method I’m going to show you can be done in 2010, 2013 and Office 365. In this concept, I’ll show you how to create a workflow that simply creates a new item and

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Workflow–Extracting Date Information

Someone recently had a question on one of my workflow blog posts.  The goal is to set a deadline of the 14th of the month for one document type, and the 29th of the month for another type.  This is going to entail using a workflow to figure out what the create date is, and then assign a due date

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SP24– My Workflow Rockstar Session

On April 17th, I presented Seven Pro Tips to Become a Workflow Rock Star at the live 24 hour conference called SP24.  This conference is now planning an encore performance called “SP24 Rewound”, which will take place on May 14-15, in reverse order from the original. The whole session agenda is here. My session will be at 3PM central on

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Workflow Requirements Gathering Presentation

During our SharePoint Power Hour a couple of weeks ago, I did a presentation on workflow requirements gathering.  Since this video has a couple of associated resources as well, I figured I’d share it with you here, with the documents: Workflow Requirements Gathering Workflow Requirements Document Template- Laura Rogers SharePoint Power Hour Episode 25: Laura Rogers & Workflow Requirements Gathering

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