SharePoint Experts Blog

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.

Read more…

Posted in: Dashboard Designer, Products

How to display Lync presence in SharePoint Org Chart

We received many requests about displaying presence indicators in Org Chart and decided to prepare some snippet to help you with this.

I prepared snippet for tooltip template which allows to display presence inside tooltip. It looks like this for my account:

LyncPresence

 

You can customize HTML templates for boxes, tooltips and search results. See the documentation for more information.

Read more…

Posted in: Org Chart

Using multiple lists in Dashboard Designer

Good day!

Today I’d like to introduce you to a way you can use Dashboard Designer with multiple lists that can be located within the current site or on various sites in the current site collection. To illustrate this feature I will use two similar use cases.

Let’s say, you have multiple projects running in your company, each project has a separate site, all located under one site collection. The root site of the site collection contains a list of Projects with their relative URLs. Each project has a task list that contains all tasks assigned to every employee for that project. What we’ll do is get the project list, iterate over the projects, get the data located in the task lists in each of the projects and do some graphical presentation with this data.

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Posted in: Dashboard Designer

Org Chart tip: How to hide assistant from subordinates

Update: Org Chart does everything automatically for you since version 2.2.28. It checks if there is already assistant box in the structure and hides subordinate box.

We have separate fields to store information about manager and assistant in user profiles or SharePoint list data sources. So, it is possible that assistant of specific employee has the same employee as a manager. This brings us to duplicated boxes in the org chart. As you see below, Derek Clark is an assistant of David Navarro and at the same time David Navarro is a manager for Derek Clark.

AssistantDuplicate

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Posted in: Org Chart

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