SharePoint Experts Blog

Posts Tagged SharePoint 2010

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

Quick tip: How to start a workflow with a trigger in SharePoint help desk

In that tip, I will show you how to start a workflow with a trigger in Plumsail HelpDesk for SharePoint 2013 and Office 365. Usually, workflows are used to avoid routine work and make a company more productive. For example, workflows can check any updates in one data source and, according to them, update another data source.
Let’s say that we’d like to assign a task to an agent after a ticket has been solved and some fields were filled. Here is how you can do that.

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Posted in: HelpDesk

Quick tip: How to automatically assign a ticket to specific person in SharePoint help desk

This tip will show you how to use triggers to automate the routing of tickets in Plumsail HelpDesk for SharePoint 2013 and Office 365. Auto assigning to an agent can be a useful tool for faster response on the most important cases. Let’s get into the nitty gritty of how we can do it.

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Posted in: HelpDesk

Quick tip: How to add new email notification for SharePoint help desk ticket

In this short article, I’d like to show you how to customize e-mail notifications for Plumsail HelpDesk in Office 365 and SharePoint 2013. 

I will create a new trigger that runs when a help desk ticket is updated in some specific way. We have predefined triggers for the most common actions, but if you want something specific that is not there, there’s a way to achieve it. For example, we may decide that we want to notify a person – let’s say, head of support – when a ticket priority is changed to urgent. Read more…

Posted in: HelpDesk

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

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