Tag Archives: Microsoft Lists

Training Sale – Cyber Monday 2023

Starting on Monday, 11/28/2022, you can use this coupon code to receive a 40% discount off our our yearly Ultimate training plans at iwmentor.com. 

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Action Button in Lists: Set Column Value

SharePoint Lists / Microsoft Lists have a capability that allows you to add a button to a row, which when clicked will set the value of one or more columns in that row.  For example, a “Complete Task” button, when clicked, could set the a status column in a row to “Completed” and set a person field called “Completed by” to the current user’s name.  All of this can be done without the need for any kind of workflow or flow.  You’ll also learn the logic of how to create a button that only shows for a certain person.

I’ll also show you a way to kick off a flow, without the flow panel popping out and without the user having to click to run the flow in multiple dialog boxes.

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Quick Chart: SharePoint/Microsoft List Data

In SharePoint online, the Quick Chart web part can show you dynamic data from a list!   As long as you have a SharePoint list (aka Microsoft list) on your site that has at least one number or currency column, you can use it in the web part settings, to display as a chart.  In this post, I’ll detail the steps

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SharePoint Custom List Templates

In SharePoint Online, when creating a new list, also known as a Microsoft List, there are several templates to pick from, in order to save some time.  In your company, if you have a specific template that you would like to create, to be used in any SharePoint site, there is a way to create a custom list template, using

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SharePoint List Form – Form Editor

Over the years in SharePoint, there have been several different technologies to use, in order to do some customization to the out-of-box list forms.  No more SharePoint Designer for forms, no more InfoPath.  Yes, you can use Power Apps to customize forms, but now there’s another alternative! If you have some pretty basic changes to make to the way your

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FREE Training in February

For the rest of this month, my SharePoint (Power User) Managing Lists and Libraries self-paced course is FREE.  This class is usually sold as part of our training plans, but for now anyone can take it for free.  Here’s what this course includes: This modern and up-to-date course will cover planning and creating document libraries and Microsoft Lists, two of

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SharePoint List Rules

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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