Syncing Podio with SharePoint List or Excel File - sharepoint

I hava an application on Podio that report incidents by users, i need to sync these inputs "items" with a SharePoint list or Excel file automatically instead of the Export function. i tried Zapier but it was limited for free plan, i also tried Simgo application but it is also paid. is there any way to make this happened? i'm not very familiar with API but if there is something can be adapted then it will be very helpful.

Well, you listed solutions to make this happened: Zapier, Simgo.
Of course you can implement your own solution. You may need to review how Podio API works, and especially export functionality.

Related

Excel Mobile Data Entry Form

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).

Sharepoint alternate ideas to get report from multiple user

We've a real pain in our project where we ask a team of 50 resources to update a single excel sheet that's placed in a network location and when someone tries to update the data, it's locked by somebody else and they don't update it. So, they end up not updating the data.
I'm looking for an alternate solution like
creating a form in sharepoint/ jira - no sharepoint/ jira developer
getting data in mail - too tedious and lots of rework
creating a custom form and hosting it in local server - might work - any templates on this?
Or, any alternates? I'm out of ideas.
easiest thing would be to create a simple SharePoint-List. All Users can update their data at the same time and the Input-Form will be there automatically. (Can also be exported to Excel)
If you are on SharePoint-Online you could also have a look at Windows Form which provide more flexibility in creating the form.
And if you need even more capabilities you can have a look at PowerApps

CRM 2011 - E-mail snapshot of Dashboard to a particular user

I have a request of a customer who wants his dashboards to be send weekly/daily to him via E-mail (PDF or IMAGE). I have searched for hours to find a decent solution, but I can’t seem to find one. This should work on “CRM Online” and on “IFD”.
I have found some code that can take a snapshot of a Webpage, but there I have the “Log-In” problems. Each time you execute the page, you see a page with the “MICROSOFT PASSPORT” or “ADFS” sign in box. I tried the “wkhtmltopdf”-method and “WebBrowser”-method and 3rd party tools.
There is also no “JavaScript” or “JQuery” that is able to generate screenshots from the current page. I’ve created a Webresource in CRM 2011 with an iFrame and in that iFrame I’m able to show the “Dashboard”. If I would be able to take a snapshot of that page, I could create an attachment and put in the CRM.
I think I’m on the right way of doing this, but I can’t seem to get over the last difficulties. I hope someone here on the forum already has done something like that. I’m almost sure it must be possible, because a partner of us was able to take a screenshot of the Dashboard and put it in their application. Of course they don’t want to share that piece of code with me.
I don't believe there is a way to possibly implement the functionality requested with out some major "hacks" that would be brittle and most likely break with any type of CRM/Browser update. I would work with the customer and advise them that what they are asking really doesn't make sense from a cost / maintenance standpoint. I'd try to see if they'd be willing to live with these work arounds:
Send a weekly e-mail with a link to CRM. Downside is the user has to be able to have rights to login and see the data, but it would be super easy.
Create custom reports that recreate the dashboard data. You should be able to schedule e-mails for this through SSRS
Good luck!

using mail server to communicate with jira using api

im new to jira and its mail handlers.i want to use the jira's mail handlers to scan two folders in my mail box.and update two projects related to those folders. and i did that.
but now i want to extend that functionality.i want to keep the mails in those folders (stop mail handlers from deleting it after processing) and make it able to move issues/tasks across projects simply by moving the associated mail from the folder to the other folder. resulting in deletion of the original issue/task from that project and creating it in the other folder. please help in making this a possibility.
for those who didnt understand my problem: imagine im sending a cv for the post of php developer to a mail. when the reciepent checks it, he puts it in the php folder in his mailbox.so then a task is created in the project php developers. but next the reciepents thinks im more suitable in web developement rather than in php. so he just moves the mail from php folder to the web folder.so the existing task in php project gets deleted and a new task is created under web developement project. can i do this? if so how? please guide me..
Update
sigh..
i dont know how to work with corporate people. now the situation has changed. i hope you could help me with this one.sorry about the sudden change in the question..again...
now my boss wants sth like this.
i created a mail client using imap function to access mail services and retrieve those mails to a web function. theres no problem in that. but now my boss wants to handle jira through that same app aswell. means as like the my question when moving, putting a mail to a folder the app it self should comunicate with jira and make the necesary issue creation and deletion.. is this possible #Kuf?? if so please help. because my deadline is due Wednesday. and im almost there to panic..lol..please forgive me for changing questions like this. as it is not my will..
edit
I have seen that rest api does this. but how to use it? any answers?
The simplest way I found was to receive the emails in your main account and forward them to a second account, while saving a copy on the mail server. Than, tell Jira to pull the emails from the second email.
UPDATE
In the past, I've looked for a way to change Jira's email handler functionality, as you can see in this question here. It is impossible to achieve what you're asking using Jira's email handler because the way it works, it does not keep records of which emails were already read, Jira's service checks for new emails, ignores emails according the pre-defined filters (spam or user defined), handles the rest of the emails, and deletes them so it won't process them again.
The way I can think of to get the functionality you want is to re-write the email handler, you can get the source code, re-write it, and build it into your Jira app.
Another way, which i find easier, is to get all the emails into Jira, and from within Jira move the issues from one project to another. You can even create pre-defined buttons using Jira Scripting Suite to easily move issues between projects (create a post function and attach it to workflow transition).
If you need any help let me know. Good luck!
EDIT 2
Which Jira version do you use? which actions are you planning to do using the remote API? Jira REST API is the newest, but some of the old APIs have capabilities that are lacking in REST. To try and decide which API suits you, have a a look at JIRA Remote API Reference.
If you decide to use the REST API, I suggest that you read Jira's Getting Started with REST manual, which shows how to use the REST API. For the full documentation check out JIRA REST API documentation (make sure to use the right version according to your Jira version).

Sync list with outlook only with items in current view

Currently outlook takes all list data and synchronises it with outlook.
Is it possible and how to synchronise only items in a specific view? I`m only interested in my items in the list.
Unfortunately this is not possible out-of-the-box. When connecting a list to Outlook it occurs at the list level, not at the view level.
There may be a product you can purchase that will do this. I've had a quick look around for you without success but hopefully someone else can help.
I don't think you can do exactly what you are asking.
You could use the Content Query or Search Core Results Web Parts to get a filtered RSS feed which can be synced with Outlook. Of course, this is read-only so it might not be what you were after.
Found a custom solution. One guy wrote stssync protocol provider to synchronize Outlook against any DataTable.
This needs some custom implementation in SharePoint, however I`v managed to get my queried data to outlook.
I`m still working with some issues like how to get Body field rendered in Outlook, but if someone needs this functionality, then this protocol implementation is a nice start.
Time has passed and there is another solution
The alternative is to use custom web service provider that would provide outlook only items that it needs.
See this question and answer: Sharepoint task list and Outlook sync

Resources