Help Linking SharePoint Lists
Hello SharePoint Community, I've recently been working more with SharePoint lists, but I've hit a roadblock and could use some guidance. What I'm Trying to Achieve I need to create a structure where: Users can create new projects for the company. Each project can have multiple initiatives associated with it. The Challenge Since users manually input data, I can't rely solely on field values to establish links between projects and initiatives. Instead, I need an automatically generated unique ID in SharePoint to connect the lists. (I think this already happens, but I don't know how to use it properly) The Ideal Setup When a user creates a new project, SharePoint should generate a unique ID. There should be a button to add initiatives to the project, ensuring they are correctly linked. Possible Solutions? Is there a way to achieve this natively in SharePoint, perhaps using lookup columns, calculated fields, or even Power Automate? Would Power Apps be a better approach to provide a user-friendly interface for registering projects and their related initiatives? What are the best practices to ensure data consistency and prevent duplication? I’d really appreciate insights from anyone who has tackled a similar scenario. Thanks in advance for your help!
Export or compile wiki pages into a PDF or Word
Hi, I am looking to start using SPO wiki as our document management solution. This means that articles will now take form of a wiki page. Often we create configuration guides (to be used internally) (similarly to Confluence). I was planning to suggest the use of wiki for this same effect. The key dependency there is that we need: the ability of creating different level of sub-pages; the ability to export a document (which can be collection of wiki pages at different levels) into a pdf or word Can this be achieved in Sharepoint Wiki and if yes how? Thanks XavierDsouzafyi
Adding a clickable button to A sharepoint list to update a Yes/No Field
I am currently creating a list which users are assigned policies to read. I am struggling to find any way to make the list friendly for the users to mark as reading a policy. When a policy is assigned to them, a list item is created with a Yes/No column set to No. I am looking for a way which they can click a button, and the button will change the value of that specific column in that specific row to Yes. I've seen some mentions to JSON actions, but I have never used JSON, so I am in the dark of any possible way to resolve this issue. Ideally I don't want to use a flow, but if a button can click a flow and dynamically pull the Row and Column information, I am open to building that. Any help will be appreciated.
Set Unique value based on the (CreatedDate & CreatedBy)
We want to create a SharePoint online custom list with these business logic:- Users enter an entry each day to specify their location (which site they are working in).. No one can see other entries, except for an admin group of users. No one can submit twice per day, in other words, the list should enforce a uniqueness based on the CreatedDate + CreatedBy. So I am planning to follow this approach:- First step, is to create a custom list, then check these checkboxes:- Second Step:- then create a SharePoint group , named "View/Edit all items", and create a custom permission level which is a copy of the built-in contribute, with this checkbox checked:- so based on my knowledge, this should cover part of the requirements, for allowing users to only see and edit their own items + allow a group of users who are assigned the new custom permission level to view/edit all items. But what abut preventing the same user from adding 2 entries inside the custom list twice on the same day? i know that using remote event receivers which runs on pre-add and pre-update events are no longer valid and no longer a future proof approach.. so the only option i can think of, is to have a power automate flow that runs when an item is created >> where the flow will get any item which was created on the same day and by the same user (of course excluding the current item), if so to send an email to the user that he added duplicate items + to force deleting the item.. but this will not be a 100% enforce uniqueness but rather a way to inform the user about a duplicate.. so is there a better approach to enforce uniqueness in our case, using calculated columns in a way or another? Also using power automate, i am not sure if this will cover a scenario such as where the flow detect a duplicate >> delete the item >> but then the user restore the item from the recycle bin? Thanks
Sharepoint central IT management best practices
Hi, At my company, we would like to use our corporate SPO infra more and more to diminish our local storage needs and foster collaboration but the problem is that we are having a huge sprawl and we don't have any control of what is being published like confidential stuff, documents with personal data in them, DBs etc. Is there a paper with Central IT SPO management best practices that can help us controlling/avoiding this type of situations? Thanks/Brgds jc
Pagination using SharePoint online rest API to get listitems.
The only implementation I see is by using Odata.nextlink. Does pagination support page number pagination by any chance? I have not been able to find any concrete documentation regarding skip,Skiptoken since what i see its only recommended using odata.nextlink. How do we achieve page number pagination?Migrating Excel to Sharepoint list [basic import]
Hi, I have looked on the community for views on this, but I think that my question is high level and probably basic for what I have found so far. Asking here. I am trying to migrate a list from a SaaS tool into SPO List. I can export the list into .csv or .xls format for import in SPO. On our first trials, all seem to work. we found a challenge with the SPO list field types, which we later fix manually after the data is imported and the columns created. The problem that I am facing is that some columns are created with a col type which is not what we need, and we CANNOT edit the col to change the type. Initially I suspected that during the import SPO used a predefined col which can not be changed, but I found more then 1 or 2 cases in the same list. Have you seen this before and what have you done about it? Thanks
