Showing posts with label SharePoint 2016. Show all posts
Showing posts with label SharePoint 2016. Show all posts

Microsoft Flow Features



Create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data, and more.
Flow app in SharePoint Office 365
Services:   
Now Microsoft Flow supporting 90 services. SharePoint, OneDrive for Business, Dynamics 365, OneDrive, SQL Server..Reference: https://flow.microsoft.com/en-us/services/             
New Features:
 Search by service
Users will be able to see all the triggers from a service by simply selecting that service. Also, once a trigger is selected, the same process can be done to add an action, as can be seen in the following screenshots.




Switch Case
It is an important addition to the already available nested conditionals support, and it "will make it very easy to have parallel branches of conditional logic based on a single value".
You can find switch by selecting the More … option after selecting New Step and then choosing Add a Switch Case. Inside a Switch Case you will select a value from the trigger or a previous step to switch on.
Office 365 and Outlook.com services
Trigger when an email is flagged – for example, you can now automatically create a task in Todoist (or Wunderlist) whenever you flag an email in Outlook
Flag an email as an action – create filters to flag emails – for example, automatically flag emails that come from your manager
Move an email to another folder – you can also automatically move emails between folders
Connect to Local or Network File Systems and Stripe
Flow can now connect to your Local File System or a Network File System. You can log or copy files from your own local Windows desktop PC to the cloud. Likewise, if you have a team Network Share, you can connect to that from Microsoft Flow.
Finally added four other Premium services: 



You can now use Stripe from Microsoft Flow. Stripe allows private individuals and businesses to accept payments over the internet. You can track customers, orders, invoices  and more. 

 Microsoft Flow integrates with Informix and DB2 so you can connect to resources stored in IBM Informix or IBM DB2 databases. We support SELECT, INSERT, UPDATE, and DELETE operations.

     UserVoice is a product management and customer support tool that allows businesses to build a suggestions portal for their users to submit feature ideas, build a ticketing system for customer support and build articles knowledge base for users.






Create Cascading drop-down list in k2 SmartForms

 

In this article i explain how to filter the drop down list based on State and City.

Create State and City list with lookup and create smartobject for this lists.

I have created view with State & City Dropdown




 Select the state dropdown -> click on type under DataSource in Properties


Configure Data Source with State Smart Object and Display value-> Click OK

Select the City dropdown -> click on type under DataSource in Properties ->Configure Data Source with State Smart Object ,Display value and Filter as shown in figure -> Click OK
Now goto "Rules" -> When DDLState is changed rule will generate automatically, Edit the rule.                      


Click on Configure. 
No need to map anything, it will automatically map the Filter value.                                                               


Click Ok and Finish the view. Now run the view and Check.


Hope it's help..:)

Save As PDF Control to create K2 Workflow to send a mail using smart form with PDF



Save as PDF Control   
     We can use this control, when we have to create PDF has a same Form or View at a particular time when an event is executed.


We can easily create workflow to send a mail with PDF using K2 smart form with save as PDF control.

Navigate to your list, go to ribbon and Select the Application from K2 as shown in below figure.

         We are going to create workflow for New Employee Form, Select New Employee Form and Click on Edit.
    In Layout section add Save As PDF Control from the control panel as shown in fig and Click Finish.

    Now we have   “Design Workflow” using same form “New Employee”. Right click on the form & Select Design Workflow.
  Check the smart Form is submitted, Select the Form “New Employee” & default name will create for Workflow. If you want you can change the name of workflow. Click “OK
          
                     Drag Send E-mail to Configure & Click Next to Wizard Step
  Add to Address Email & Originator name from the Workflow context.

         
      Now add attachments -> PDF from the Smart Object PDF File as shown in below Fig.
                        
   It will open PDF window, Create new data field “PDF ID” with type Integer, and drag field to value. As shown in fig below.  
                      
                          
                           Click "OK".
Now go to File. Save & Deploy the Workflow.

 
Again go to New Employee Form & Edit, New Employee form -> Rules -> New Employee (Default) – select “Save button is clicked” -> Edit Rule.
     


Add the below rules from the action.                                                                                                  
i) Execute a control’s method. (Select Save PDF method)
     -> Click on Configure -> Drag Emp name to File Name. Click Finish.
ii) Start a Workflow (Select Employee Workflow)
- >    Click on Configure -> Drag Save as PDF to PDF ID. Click Finish.
           Click Ok.                   
                                                                                                                               
     Finally Click Finish & Right click the Form and Check in New Employee FORM.                                                                                                                                

   Go to Employee list in SharePoint. Add New Item into list & save.   

  
I got the mail with PDF Attachment.
                                
                    PDF Format will look like below.


   Hope its help. :)                                                                                                        

Create Workflow Using K2 Designer for SharePoint

We can Create Workflow easily using K2 Designer, When we submit the "New Employee form" we are going to send a mail.  
   You can check my previous post How to generate Smart Forms in K2 for SharePoint list
         Follow the below steps to create simple workflow using K2 smart form
How to Intigrate and generate Smart Forms in K2 using SharePoint list - See more at: http://www.dotnetsharepoint.com/2016/05/how-to-intigrate-and-generate-smart.html#sthash.ywxwpjfu.dpuf
How to Intigrate and generate Smart Forms in K2 using SharePoint list - See more at: http://www.dotnetsharepoint.com/2016/05/how-to-intigrate-and-generate-smart.html#sthash.ywxwpjfu.dpuf
  Navigate to SharePoint Custom list -> go to ribbon and Select the Application from in K2    

      Right click on the “New Employee Form” & Select "Design Workflow

        Check the smart Form is submitted, & Select the Form “New Employee”. Click “OK

                                 
   Work flow for Sending Emails to the User
I It will open designer defiantly, drag Send E-mail to start the Workflow
Drag “Emp Name” from Item Reference & click “Finish
                            Now go to File. Save & Deploy the Workflow.


       Now “Add” New Employee from SharePoint list and save. Mail received to the Form Submit user.


How to generate Smart Forms in K2 for SharePoint list

We can use default SharePoint list Form as a smart Forms in K2. For that we need to generate smart forms in K2 application using custom list. We can able to edit that forms in K2, it will integrate to SharePoint directly. Following below steps to Generate K2 Smart Forms.
Navigate to SharePoint custom list (Employee)
                           
  
 Now go to ribbon and Select the Application from K2 as shown in below figure. 
                      

When first Time Click on K2 Application the below screen will appear.
Data Field will be checked default. This will generate List Smart Objects
To Creating Smart Form in K2 Application for SharePoint List.
 Go to New -> Select “Generate Forms
Check the Check box & Click “OK”. We can use these Forms as the New, Edit, and Display Forms for this SharePoint List.
                                        
  It will generate default Forms and Views.
     This Process will generate List New, Edit and Display smart forms automatically for the SharePoint List.

how to change value in drop down based on button click using JQuery in SharePoint

how to change value in drop down based on button click using JQuery in SharePoint
In this article we can able to show how to change value in drop down based on button click
In the SharePoint List Edit page having button and column with name “Status” by default it was showing Status as Open, when we click on the button it will change the value to completed.


<script>
function ChangeStatus(){
$('Select[title=Status]').val('Completed');
}
</script>
<table>
<tr>
<td ><input type="button" id="btn" value="Change the Status" onclick="ChangeStatus();"/></td>
</tr>

</table>

SharePoint Online Real Time Training Contact: JLAKSHMITULASI@GMAIL.COM

SharePoint 2016 Document Library

 Simple controls for document library
  The new version of SharePoint 2016 has unique features in “Document Library”. The additional options available are Upload, Sync, Edit, Manage, and Share. These features enable more advanced options.
Now let us look at what each of these features do.

                                                         Fig 1: Document Library 

Upload
You can upload any document into the document library by clicking the “Upload” button. By click of this button the below screen is popped-up.
 

Browse and choose a file you need to upload and comments, then click ok.
Uploading documents can be done even by clicking new button or dragging a file you want to upload onto the screen.
Keyboard Shortcut: Alt + U = Upload
 
Sync
You can now sync this current library to your device. Now we can easily access your library from your device. When you try to sync , a pop-up will ask if you need to allow to open web content. Enable it by clicking allow.

Keyboard Shortcut: Alt  + Y = Synchronization

 Share 
If you want to share a particular document you uploaded in this library , then click on share option. On click, you get a pop-up where you can list the users you want to share you document and also grant the permission level to those users.

Keyboard Shortcut: Alt  + S = Share

SharePoint Online Real Time Training Contact: JLAKSHMITULASI@GMAIL.COM

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