SharePoint Experts Blog

How to customize and rotate labels and tooltips in SharePoint charts

Now we will meet with functionality of templates in Dashboard Designer. Labels and tooltips in our charts have a property entitled ‘template’ that allows you to customize their content.

Template is a string that can contain text mixed with variables of the current item. It can be item or group depending on whether or not your data is grouped.

Here is an example of the simplest template:

Customizing tooltips in a SharePoint chart

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Posted in: Dashboard Designer

Quick tip: How to create multiple help desks for different departments and configure them with different inboxes

Probably, most companies need different e-mails for each department, that’s why in this tip I will show you how to create multiple help desks and configure them with different inboxes in Plumsail HelpDesk.

Let’s say that you have several departments — R&D, HR, and Support. Each of them has unique practices, different e-mail boxes and you want to separate them one from another. Configuring is effortless, first of all, we need to create a subsite for each department and then install help desk there.  

Note that licensing of Plumsail HelpDesk allows you to install any amount of help desks within one web domain in Office 365 and one server on-premises. Due to it, we can create a separate mailbox for every department, give different permission levels to users and configure an e-mail notification according to needs of a department.

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Posted in: HelpDesk, Products

How to display dotted-line reports in SharePoint Org Chart

In this article, I want to show you how to display dotted-line reports in Plumsail SharePoint Org Chart. It is quite a common scenario for companies with matrix organization structure when there are direct managers and dotted-line managers.

As Plumsail Org Chart displays hierarchy, but not matrix, it is important to understand how dotted-line reports appear in the visualization. Please take a look at the example below.

OrgChartDottedlinesExample Read more…

Posted in: Org Chart

Workflow Actions Pack Update v.2.9.0

We are glad to introduce a new version of the Workflow Actions Pack. Below you can see the list of the new features, which were added to Online version.

Send email with attachment

Send an email with attachment – we have made it as simple as it can be.

Send an Email with Attachments

In that case, to send emails will be used our SMTP server.

Together with that for advanced users, you can configure the action for your individual needs and requirements.  

Send an email with Attachments advanced properties

Another amazing feature it is AddItemAttachment. If the option was turned on and workflow works on the list item it will automatically add list item attachments to the email.

Moreover, if the workflow runs on a DocumentSet, it will add all documents from a DocumentSet to the email.

 

 

Copy/Move documents and document sets

We completely rethink the conception of the copy/move workflow actions.

So the basic idea it is minimalism.

As you may see, we added Copy Document Set workflow action, which also can copy all properties.

 

Posted in: Workflow Actions Pack

Adding more series to a SharePoint Chart with Dashboard Designer

Hello,

Today we’d like to talk about our new feature introduced as part of our recent release of SharePoint Dashboard Designer 2.6.0. It is the ability to display a practically unlimited number of series on one graph. Such series may be based on entirely different list columns or may have, say, a common category but separate value fields.

Let’s take a look at an example.

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Posted in: Dashboard Designer, Products

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