How can I detect when a file is downloaded from SharePoint Online? I need this to send a disclaimer when it occurs.
I find next to zero results on this topic :(
I'm afraid there is no such trigger which detects when a file is download in Power Automate World. You can share your ideas here: Power Automate Ideas. It is a place for customers provide feedback about Microsoft Power Automate products. What's more, if a feedback is high voted there by other customers, it will be promising that Microsoft Product Team will take it into consideration when designing the next version in the future.
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I am trying to create a data entry "app" to collect daily readings across our site. Here are the three biggest constraints:
Software - ideally, we would use some software within the Microsoft 365 Suite, mainly because those are the only approved apps on site. It may be possible to use open source software, but that might raise some flags in terms of security. So my thoughts are to use either Excel or Access.
Cost - ideally, we do not want purchase any additional software licenses. I would try and create something with Power Apps, but we do not have the licensing for an Azure or SQL server to store the data. I could be missing something here though.
Mobile-Friendly - finally, it needs to work on an Android tablet. Currently, we collect readings using pen and paper. The whole idea of this is to move towards using a tablet.
The easiest approach would be to create an Excel spreadsheet, save it on OneDrive, and edit the spreadsheet. I don't love this option because we are collecting 100's of data points each day. This would end up with a very wide spreadsheet that will be cumbersome to navigate.
The other option I looked into was creating an Access database and accompanying form and storing it on SharePoint. However, it seems Microsoft has stopped supporting Access databases on SharePoint.
I have created data entry forms using VBA, similar to this, but these do not work on mobile.
Is it possible to create a data entry form in Excel that also works on the Android version of Excel? Are there other alternatives I am not thinking of?
I am engaged in just this kind of project also. I have written an app in PowerApps, built an Excel spreadsheet and stored it in OneDrive, and am running it (the app) on an iPad. The design differs somewhat from your description of directly presenting a spreadsheet to the user (which I think PowerApps could do) because I don't want users having direct access to the data.
Edit: You do not need Azure or SQL, unless you are storing tons of data. Excel can be a satisfactory data storage location for modest uses.
I found the learning curve for PowerApps to be quite steep, as it's a different paradigm than line-by-line coding.
I think this is a more user friendly way to collect data than trying to run an Excel form, and once you get it made and polished, you'll look like a pro :)
I am by no means an expert but if you need some tips I'll do what I can to help. It sounds like we are at similar developmental stages.
Is it possible to create a data entry form in Excel that also works on the Android version of Excel? Are there other alternatives I am not thinking of?
Microsoft Forms does the job when created from OneDrive on mobile browser. Side note: the form I just created and the response I submitted have now disappeared from my OneDrive.
I also saw some people using Power Automate to save responses from a form into an Excel file (every reponse).
Is Sharepoint my best option to replace an aging network of fileshares? There's approx 1TB of data residing among 3 fileshares (1 DFS, 2 NAS boxes). A document management system is in place for new things - the file shares are now just read-only archives/legacy. Our users would simply need to be able to search for and open the documents.
Users are finding it difficult to locate their documents in the file shares and windows search does not often help. Sharepoint was suggested as something which would play nicely with Office documents (99% of the content) and have a good search facility.
Not being a Sharepoint Developer or having had any training on it, I'm getting a little lost. I have set up a test server to try it out using SP2013. I have managed to index each of my file shares and have created a search page. However, results aren't consistent with the indexted items. I assume I need to somehow get the relevant metadata from the files but I have no idea how to go about this.
Could anyone suggest some resources for help on this subject (my searches have mainly turned up paid-for Sharepoint addons or outdated blogs) and any experience of doing something similar? Also happy for any suggestions on ways to achieve this using other software/platforms.
I went with Microsoft Search Server 2010 in the end.
Sharepoint is basically optimized to be a document manager. I think you don't need to buy or donwload addons.
For your problem, metadata are the key! You need to properly specify the metadata.
I give you the theory of a plan document management in SharePoint 2013 :
https://technet.microsoft.com/en-us/library/cc263266.aspx
A nice introduction to metadata :
http://fr.slideshare.net/gzelfond/document-management-in-sharepoint-without-folders-introduction-to-metadata
Be careful to use the Microsoft documentation for the beginning. From my experience, its difficult to start with this documentation because you have several things in it. There is also good books/ebooks that you can find easily to start well, and probably more simplified than MS documentation.
I am an intern for a company that wants to try to integrate data from HP Quality Center (graphs, dashboards, data etc) into Sharepoint 2010. The whole idea is that once a test case or something is updated through Quality Center; it should automatically update on sharepoint. Any ideas on how this could be done?
Well quality center does have a database behind it, so you could query that via BCS.
OR, for bonus points since QC doesn't offer any web services, you could expose the data yourself using the COM API that they provide. We have done this in-house to tie into our own reporting system. non-SharePoint sadly.
If you want to show QC reports in share point, then you can define the reports in QC, and use OTA (The COM API) to periodically pull those reports and store them in share point.
To find more information regarding the API, just go to help menu, there you can find documentation for both the COM API and for DB structure.
If you want to update data in share point and not show aggregated results, then you can write a workflow script which will be triggered when data is changed in QC. In that script you can do pretty much any thing you want as long as it's COM. So you can go to share point as well and update data there. For workflow documentation and example go to help menu in QC.
I am very new to Sharepoint world, and learning online and from some books to get as much as possible.
I am making this demo to understand workflow better, but can't progress much.
My situation is, lets say I request to buy some product, my manager sees it and can reject or approves it. If he approves, my request should go to finance team, and they can proceed it onwards, from finance team to logistics team and I get my product.
Till now, using Approval Workflow, I am able to send request from me till my manager, but I don't how can he now forward it to Finance team ? Do I need to design another workflow for this ? Or should I program Workflow for this purpose ?
I also have got an option to see what is the status of the request ? When I first start this request, it is Open. When manager approves it is Approved. Now when he change Open to Approved, I want to trigger workflow from Manager to Finance, how can this be done ?
A little tip that can help me get going with this Workflow would be very useful.
Or if you have some suggestions for nice workflow tutorial for beginners, that would be very helpful too.
Thanks.
Do I need to design another workflow for this
Sorry, but yes, absolutely.
You can try first with SharePoint Designer. From your description it sounds feasible.
If not, you will end up coding it with visual Studio. In this case, good luck, it can be a bit difficult to construct your first workflow.
You can definitely construct such a workflow using SharePoint Designer 2007, which is a free download from Microsoft's web site. In particular, you can pause the workflow until the approving manager approves or disapproves the request. Then depending on the manager's response, you can have the workflow "send" your request on to the next department.
I work for a large organization and we have been utilizing SharePoint for document library. Yesterday my boss called me to his office and asked me:
"I heard that SharePoint is an ECM! So what can it do for us?".
"What kind of problem do you want us to solve utilizing SharePoint?", I replied.
"I want to know what it means when they say it is a ECM and how it can help us?", He said.
I told him it has Document Management, WorkFlow, Records Management, Search and some other stuff.
Anywho, He wants me to put togetter a list of things that SharePoint offers as an ECM.
You might find some useful info on the MS ECM team's blog.
Microsoft Office Sharepoint Server has a substantial content management system available. What was previously Microsoft Content Management Server was discontinued and that functionality was put under the Sharepoint umbrella. Usually this is referring to web content, but it can honestly be any kind of content relevant to an enterprise. It is intended to be a direct competitor to all the major WCMS out there, focused especially on the enterprise (governance, auditing, security model, etc).
That having been said, the current iteration of MOSS's EWCM pretty much blows. If you can develop your CM strategy to be parallel to MOSS, it can work out OK, otherwise it's much more pain than it's worth. Use SP for document management and use something else for content management.
Sharepoint is a collaboration platform restricted to a windows environment
Give Alfresco communities (labs) a go is my opinion here as it 'acts' as a Sharepoint server so Microsoft Office suite will not notice the difference but your wallet will...
Er... think the boss got a bit too much $$$ to spend. But really, an't we supposed to deploy a technical solution to solve a business problem.
The list of features can be found at
http://sharepoint.microsoft.com/product/capabilities/Pages/default.aspx