(this post was written using a SharePoint online environment and SharePoint Designer 2013)
So here’s the scenario, there is a central list where users add items and once submitted a workflow runs that assigns tasks to separate task lists. No big deal right?
The scenario
Task actions in SharePoint 2013 workflows are a pretty standard thing, the example above just assigns tasks to different lists (think HR, IT, Pensions) for work to be completed. The additional requirement I had was for these tasks to notsend any system generated assignment emails when the tasks are assigned.
Example of creating & assigning a task in a SharePoint 2013 workflow.
The problem
This one really had me pulling my hair, but in a nutshell there is no obvious way to turn on/ off the emails that are system generated at the point which a task is assigned.
When you double-click on a task, an “Assign a Task” window opens. Within this window there is an “Email options” drop down, but this only has the email editor for the task creation email and the ability to turn on/ off the task overdue email(s). It doesn’t have any settings for switching on/ off the initial emails themselves.
The Assign a Task window doesn’t contain the properties to switch off system generated emails.
The hidden task properties pane
So at this point I began thinking there is no way to do this and the design for this process is now fundamentally flawed…until I right-clicked!
If you right-click on the list within the assign task action (the ICT Task List Members bit underlined in the example below) a menu will appear. Normally this menu contains some simple options like moving an action up or down. However, with task actions there is an additional option called “properties”.
Hidden properties button within the “assign a task” action.
After clicking on the “Properties” button, you’ll find an additional “Assign a Task Properties” window which contains the following, hidden properties:
Hidden assign a task properties window.
PreserveIncompleteTasks: set to true if you want non-completed tasks to be deleted when the task process is complete.
WaiveAssignmentEmail: set to false if you want to have an email sent out to the assignee when a task is created
WaiveCancelationEmail: set to false if you want to have an email sent out to the assignee when a task is canceled.
By default, all of these properties that are set to “no” or “false”, so will send emails based on the above parameters. To change, just click on the drop down next to each option and update to “yes” or “true” and the emails will stop sending!
How do I see what folders/ sub-folders my files are in at a glance
– all users everywhere
Out of the box, there aren’t any columns available that you could potentially leverage to display this information in a standard SharePoint 2010 library.
The solution
So, just by adding one value in SharePoint Designer, here’s how you do it:
Navigate to the library you wish to change, create a new view under Library Tools > Library > Create View
Choose the relevant format of your view, give your view a name and press OK
Open SharePoint Designer > Open the site > open the library you were just working in
In the Views pane > click to open the view you just created
In SharePoint Designer, clicking on the view name will open the view in edit mode
In the code editor window, scroll down until you see something like the following:
Add the following field reference in between the opening <ViewFields> and closing </ViewFields>
Add the field reference in the display order you would like it to appear in the view
Add the field reference to the View Fields list
Press the Save icon to save your changes
Press the Preview button to see your view in action in the browser
Now you will notice there is a new column being displayed “Path”, that is showing us the full location of the file or folder in the libary. You’ll also notice that this path will display data when at the library root, or in any folders or sub-folders in the library.
Library root displaying a files pathFile in sub-folder displaying relative location
Bonus
Taking this one step further, what if we wanted to show files of a certain type, then create a view that groups these files by their folder location? Guess what, that’s exactly what I did!
Navigate to your library > create a new view as before, this time base your new view off the one you just created
If you wish to only show files of a particular type, use the filter by settings (for example below is filtered to only shows Word documents)
Make sure “show all items without folders” is selected
Press OK
Filtering to only show word documents, also showing items without folders
Back in SharePoint Designer > Open up the view you just created
Scroll down until you see the opening <Query> tag and add the following beneath it:
With Microsoft retiring SharePoint 2010 designer workflows, plus the movement away from SharePoint Designer in general, a few readers have asked for a solution that works with modern SharePoint.
When researching this I considered whether suggesting to use SharePoint Designer 2013, as the above solution would still work in SharePoint Online using SPD 2013. But, as Microsoft say themselves although SPD 2013 remains supported, it’s depreciated – so I decided to go in a different direction.
The below example walks you through how you can create a flow in Power Automate to update a file after it’s been created to have the folder path shown in the document library view:
The solution
For this solution you will need to have access to create Flows in Power Automate, as well as an existing Document Library created in SharePoint Online:
Navigate to the document library you wish to show the folder path for
Add a single line of text column to the document library > give it a name (I called mine FolderPath)
Under the ellipsis, press Automate > Power Automate > Create a flow
In Power Automate, either use an existing, relevant template or start from blank
The trigger action should be When a file is created (properties only)
Set the Site Address and Library Name where you want to add the folder path
Insert a new step > select Update file properties.
Set the following values for the update file properties step:
Site Address: same as previous step
Library Name: same as previous step
Id: ID
FolderPath: Folder path
NOTE: The FolderPath within the Update file properties step is the custom column we created earlier. The Folder path (highlighted in red) is dynamic content available within the step in the flow. The folder path dynamic content is the path to the folder the item is in, relative to the site address.
Ensure you select the system Folder path dynamic content to pull the right data into the custom FolderPath column.
Here’s the flow in it’s entirety:
At this point test and save your flow to make sure it is working as expected 🙂
Bonus #1 – turn your folder path column into a hyperlink column
So if like me you want to take this one step further, wouldn’t it be good if we could easily make our newly showing folder paths, actual hyperlinks to the folders? Well the good news is you can!
Navigate back to your document library > click on the FolderPath column > Format this column
Under Apply formatting to make sure FolderPath is selected
Paste the following JSON into the custom formatting box:
NOTE: for more information on turning field values into hyperlinks, check out this awesome sample from sp-dev-list-formatting.
Press Save
Your FolderPath column values should now be legitimate hyperlinks that click through to the relevant folders
Bonus #2 – update existing files in the document library
This was another suggestion from a reader with regards to how to update files that existed in the document library before the flow was created.
Running a flow manually for individual files
When I began to consider how to do this I started by looking at ways to manually start the flow.
It appears the only real way to do this is to create a new column that adds a button next to each file, that allows you to run the flow. I’m not really enamoured by this approach as it doesn’t seem ideal to have an extra column to run a flow showing on every file in your library. If this is something you would like to pursue then I would recommend this great article by WonderLaura who has the process of creating a button to trigger a flow covered!
Update our flow to update all files if folder path is empty
My solution to this problem was to update the flow we created earlier to get the properties for all files in the library, then add a condition that checks if the FolderPath column is empty, then if yes runs our flow as before.
First, I added a Get files (properties only) action which gets all the files from the source library
Then I added a new Condition action, which simply checks if the FolderPath column we created is equal to null. You will also notice a new Apply to each action will be created
I then moved the previous Apply to each action into the “If yes” condition
(This post was written using a SharePoint 2010 environment)
I recently found myself needing to create a site template for a customer who required multiple sites created following a base format. So I decided to create a site template to achieve this to speed up the site creation process for said customer.
At first I went into the site settings of the site that the template would be based off to create it. I looked under look and feel in site settings, but alas the option to save as site template wasn’t there!
Next, I accessed the site via SharePoint Designer, looked under the site ribbon menu and would you believe the save as template button was greyed out there also!
After researching online, it appears there can be problems creating templates from publishing sites in SharePoint 2010, however I found that following the steps below enabled me to create a new site template and activate it not problem!
Navigate to the site collection/ sub-site you wish to create the template from
Add the following to the URL at the end of the site name
/_layouts/savetmpl.aspx
Go back to the site collection or sub-site you wish to create new sites under
Site Actions – Site Settings – Look and Feel – Page Layouts and site templates
Find your newly created site template within the subsite templates list
Press Add
Press OK
Please note: if your sub-site is inheriting from the parent site, you will need to navigate to the parent and add the subsite template there for it to be available.
UPDATE 27/08/2019
Saving as site template is not a supported feature of SharePoint Online for modern sites. You will find for modern sites that this option is not available, but you have the ability to re-instate it via activating a feature. The official stance from Microsoft is:
Just to be clear. Using save-site-as-a-template with modern
team sites or publishing sites is NOT supported. You can always find
aways with tenant admin permissions to achieve things, but the fact that
it’s doable does not mean it’s supported.
Any sites created with the template which has been produced with this
method can have unexpected issues in the future, so provided steps
should never be used.
Best regards,
Vesa Juvonen, Senior Program Manager, SharePoint Engineering, Microsoft.
UPDATE 27/08/2019
Saving as site template is not a supported feature of SharePoint Online for modern sites. You will find for modern sites that this option is not available, but you have the ability to re-instate it via activating a feature. The official stance from Microsoft is:
” Just to be clear. Using save-site-as-a-template with modern team sites or publishing sites is NOT supported. You can always find aways with tenant admin permissions to achieve things, but the fact that it’s doable does not mean it’s supported.
Any sites created with the template which has been produced with this method can have unexpected issues in the future, so provided steps should never be used. “
– Vesa Juvonen, Senior Program Manager, SharePoint Engineering, Microsoft.
I wanted to post this as I was banging my head against a brick wall for hours recently with this issue. Full credit goes to this stack overflow thread that described pretty much exactly what I was experiencing:
However, my situation was a little different so thought I would post this in case it helps someone else in future!
The details
SharePoint 2010 environment using a standard SharePoint Designer workflow. Straight-forward workflow that runs once a list item is created, creates a document set in a separate library, then updates the list item with a link to the document set (plus some other item metadata). All this is wrapped up in an impersonation step that uses a site collection admin user account.
Why an impersonation step?
An impersonation step is being used because when you create a new list item using a workflow, that new item is created by the System Account. So on any new item created by a workflow, “Start workflow on create” will not work because system account is not allowed to start a workflow.
The problem
Intermittently the workflow would fail on creating the document set. The workflow status showed “The workflow could not create the list item. Make sure the list exists and the user has permissions to add items to the list.”. The outcome is “Unknown Error”.
After speaking with users this didn’t seem to affect everyone all of the time. It only affected some people occasionally but it was affecting one user way more than others.
This user was creating the list item in exactly the same way as others in the team. I overserved the user creating the list item and couldn’t see any problems with how it was being done. Yet each time we conducted a test copying field information from an existing item the workflow continued to error.
The solution
In my case, when I started to look at the list items where the workflow had failed, I noticed that the Name field for each list item contained a trailing space at the end of the text. I asked the user who this issue consistently affected to try creating new list items several times, copying the Name as normal but this time removing the trailing space and we no longer had issues!
Moral of the story…check for trailing spaces and beware!
Have you ever been asked to hide a list or library from a SharePoint site? If so, you go straight for selecting ‘no’ to displaying the list or library on the Quick Launch or removing it from the navigation. However, your eagle eyed users notice the handy view all site contents option and see that it is still listed there – they want it gone!
Luckily, all you need is SharePoint Designer and it is as simple as a click of a button…
(These steps were created using SharePoint Server 2010)
Open the site that where list or library resides in SharePoint Designer
Under Lists and Libraries – Select the list or library you wish to hide
On the main list settings page – find the Settings section
Check the Hide from browser option
Thats it! when you option the view all site content page now, that list or library will no longer be showing. Also, if you want to re-instate it at a later date, just un-check the box and it will re-appear.
This also works for SharePoint 2013, 2016 and SharePoint Online, under the site contents page.
If you’ve ever been in the situation where you try to edit a page in SharePoint and you see this seemingly unchangeable message appear at the top of the page stating:
“Page has been declared a record or placed on hold and is read-only”
Fear not! I’ve seen this message appear and it usually occurs when a user (or service account) is operating as a system account. This could have been set manually by said user if they have access to the web application via central admin:
If this is the case, you can overwrite the system account check in via SharePoint Designer. You’ll obviously need the correct permissions to access SPD beforehand! In the following example I’m using a SharePoint 2010 environment. To do this:
Connect to your web application in SharePoint Designer
Navigate to All Files – Pages
Right-click on the page that is currently locked
Undo checkout
NOTE: You won’t be able to view the individual pages within each Page Library if you navigate through Lists and Libraries. This space is used to view and manage the settings for each list type you have. All Files takes you to the ‘root’ of your web application, where you can see everything that sits under the web application.
InfoPath, I really like InfoPath. I like the interface and how easy it makes editing custom list forms in SharePoint (especially if you want to make snazzy looking forms in SharePoint 2010). However, custom actions do not like InfoPath, not one bit.
The problem
Here’s the situation, we have a heavily customised custom SharePoint 2010 list which was leveraging InfoPath based forms. We were getting reports of latency when trying to open the InfoPath forms and the decision was made to revert back to the default ones.
Also, another requirement was to have a two edit forms for this list, one set as default with several fields omitted for end users – another one for administrators of the list. Once the edit forms were created I embarked on my journey of creating a custom action that would open the administrator’s edit form from the ribbon, utilising rights masks to make it only appear for those with adequate permissions.
I quickly found that this wasn’t going to work. I tried several times to create the custom action but it just wouldn’t appear. Even after reverting the list back to the default forms from InfoPath through list settings and deleting the InfoPath forms from server the custom action wouldn’t show. I found some useful conversations about this issue below:
After I realised the custom action approach wasn’t going to work, I made the decision to go down the route of having one custom edit form that would conditionally show or hide fields based on their permissions – the answer I found was within a XSLT conditional if test!
The solution
Here are the steps taken to hide a field based on a user’s permissions within a custom edit form:
Open the list you want to edit in SharePoint Designer
In the Forms section, open your custom edit form
Switch to Advanced Mode
Use the design view and select the field you wish to hide
In the code view, add the following code snippet above and below your field:
<xsl:if test="ddwrt:IfHasRights(2048)"> </xsl:if>
The end result should look something like this:
Save the changes
If this has worked, you should now be able to test the edit form as a user with the correct permissions and see the field, then verify that for a user without the relevant permissions it’s hidden.
Within the if test, the number corresponds to a permissions mask that assigns a particular value (i.e. 2048 = Manage Lists).
Here is a list of all the values and permissions masks:
I know what you’re thinking, what date format problem? Well this is something that’s cropped up for me time and time again so let me explain. Most requests I get for new SharePoint lists will usually contain a variety of custom date columns and said list will also require that the default display form shows a unique view of this data.
On the default display form, you will notice that the custom date columns will be showing data that looks like this:
Well this just won’t do, will it? The good news is we can fix it!
To be able to customise the display form, you will need to be able to connect to your SharePoint environment using SharePoint Designer, if you don’t have it you can download it from Microsoft here:
For this example, we are only focusing on one custom date column, at the end of the post I will summarise how to fix this issue for multiple custom date columns.
Open SharePoint Designer and connect to your environment
Navigate to the lists and libraries and open the list you want to change
Within the Forms section – New Form
(I’d recommend creating a new display form for no other reason than to avoid potentially breaking the active one).
Give the form a logical name so you can identify it at a glance as a display form (I usually go for DispForm2)
Press OK
The code behind the display form will open, don’t worry too much about this we are only interested in a small portion of the code.
In the Ribbon – under the Home Tab – Press Advanced Mode
If it’s not already, at the bottom of the form – change the view to split view
Scroll through the design view of your form until you find the custom date field – select it
In the code view, make sure the following line is highlighted: <xsl:value-of select="@Start_x0020_Date"/> (NOTE: the bits after the @ will be the name of your date field)
If you amend this line of code to look like this: <xsl:value-of select="ddwrt:FormatDate(string(@Start_x0020_Date), 2057, 3)"/>
you should see something like this: 11 June 2014
Save the display form
Press Preview in browser to double check the format date function is working as expected
Close preview browser, close the display form
In the forms section of the list – select your form
In the Ribbon – Set as Default
That’s all there is too it! It might seem like quite a few steps but it isn’t too bad once you get comfortable with the forms code view.
If you have more than one custom date column that you need to format, just amend the code of each custom date column using the example above as a guide (just make sure if you copy/paste the code that each @ name is different.
FormatDate function and locales explained
What our updated code is doing is inserting a FormatDate function, which allows us to add the locale parameters to the end of our line code (the 2057, 3). The locale parameters control what the output of the FormatDate function will be, here are some examples of the outputs and locale parameters:
Output
Locale
Format
3/23/2009
1033
1
3/23/2009 12:00 AM
1033
2
Monday, March 23 2009
1033
3
12:00 AM
1033
4
Monday, March 23, 2009 12:00 AM
1033
7
3/23/2009 12:00:00 AM
1033
13
Monday, March 23, 2009 12:00:00 AM
1033
15
23/03/2009
2057
1
3/23/2009 12:00 AM
2057
2
23 March 2009
2057
3
00:00
2057
4
23/03/2009 00:00
2057
5
23 March 2009 00:00
2057
7
00:00:00
2057
12
23/03/2009 00:00:00
2057
13
23 March 2009 00:00:00
2057
15
If you are looking for a list of all the available locales you can find them here: