Tag documents with DocumentType field inside different sites
I have this question for our SharePoint sites which we are currently creating. Currently we need to create sites for our departments (10++), will take Commercial & HR as an example :- 1) HR 2) Commercial Now inside the 2 sites we need to have a field named "Document Type" of type managed metadata to tag documents inside the documents libraries that got uploaded inside the 2 sites. Now the issue is that the HR has different options compared to the Commercial site for the Document type field (some options might be the same such as the "Other" option) . so i am planning to follow this approach:- 1) Inside the HR site to create a managed metadata column with internal name = "DocumentType", and link it to this term set named "HR Document Type":- 2) Inside the Commercial site to create a managed metadata column with the same internal name = "DocumentType", and link it to this term set named "Commercial Document Type":- now this will work on paper for tagging documents with different options for each site. but we need to have an advance search page to allow to filter the documents from the 2 sites using the Document Type, for this i will use the PnP Modern Search web part, which depend on the search managed metadata & the search Refinables. So now i got one managed metadata for the DocumentType columns:- and i linked it to a RefillableString as follow:- then i am planning to configure the PnP modern search web part to filter the documents from all the sites based on the above refinable. but i have the following 2 main questions, if anyone can help me in making decision on them:- Question-1) is the approach of having 2 site columns with the same internal name inside the 2 sites, but linked to 2 different term sets, with the intention to be able to filter documents from the 2 sites using the same Refinable, a valid approach? Question-2) now for the Document Type inside the Term Store, we can create 2 separate term sets; "HR Document Type" term set & "Commercial Document Type" term set as shown above , as follow:- OR we can have one parent term set named "Document Type", and under it to create 2 sub terms (HR & Commercial), as follow, and link the site columns to the sub-terms instead of a term set:- so which approach we should use ? 2 term sets? or one term set with 2 sub terms? and why? Can anyone advice on the above 2 questions? Thanks and i really appreciate any help in advance
Best Way to Generate Durable Document ID Links
Hi everyone, The purpose of the Document ID feature in SharePoint is to create durable links, but what is the intended way to generate and copy those links efficiently? Most common link creation methods such as the "Create Link" button in a SharePoint record still generate path-based links even with Document ID enabled. Even using the Document ID column doesn’t provide a direct way to copy the Doc ID URL, as clicking it simply redirects back to a path-based link. The only way I’ve found to copy a Document ID link is: Go to the SharePoint library Right-click the record Open the details pane Right-click and copy the Document ID URL This method is cumbersome and impractical, especially for synced files. As a result, users will likely default to copying path-based links, which defeats the purpose of durable Doc ID links. Has anyone found a better way to easily generate and copy Document ID links without extra steps? It seems like this issue has been raised for years without a proper solution. Thanks!Add an MS Whiteboard into a SharePoint document set from New-button
We are building a library with documents sets. We are creating different templates (based on Excel/Word/PowerPoint) that the users can add to their document sets from the "New-button". Now we came up with the idea to use MS Whiteboard (from a template). I can move/upload an existing .whiteboard file into the document set an make it work. But If I try to create a content type using a .whiteboard (or .wbtx) file in as template, it shows in New-button but it will not add it to the document set (it trying to download a copy to 'my downloads')!? Can this be done? If so, how? If not, best work around?
Automatic Version History in SharePoint Online
Hi, I want to turn on Automatic Version History to reduce storage. Has anyone implemented this on existing Large Libraries? What I want to know is, does it use the current meta data and delete versions straight away and free up space quickly? Or will it only start analysing from when you change the setting and i'll have to wait a longer time to reduce versions? Many thanks! Chris
Hide the +Add Column from SharePoint Library view
Does anyone know if there's a way to completely hide the +Add Column button from a Library view? My users have Contribute access (cannot go any lower as they need to work with the library, adding and editing) and I can see if takes away their ability to create new columns - which is great. However, to avoid confusion (and them changing the view and then losing it when navigating away) I really want to just take it away altogether. Is there a way to do this? With JSON on view formatting perhaps?
Empty columns in grouped view inside Document Library webpart
I am working on a SharePoint Subscription Edition environment, using the modern Document Library webpart. When using a grouped view with 200 items across 5 groups (each has between 25 and 65 items) inside the webpart, I observe some strange behaviours: 1/ Grouped view set to 'collapsed', item limit set to batches of 10 items Upon page load, the groups are displaying the correct number of items in the group When I uncollapse a group, only the first item is displayed, the number of items in the group is showing '1' and no data is shown in some columns, though the columns are not empty 2/ Grouped view set to 'uncollapsed', item limit set to batches of 10 items Upon page load, the groups are displaying the correct number of items in the group, BUT I get 30 items in each group (instead of 10) From the 11th item in the view, no data is shown in some columns, though the columns are not empty So far, the only workaround I found is to set my view to 'uncollapsed' and set the item limit to be higher that the total number of items in my library. Does anyone know how to make the collapsed view work correctly inside a Document Library webpart?
Numbering and bullets in Word docs keep disappearing
When working as a team on Word files within SharePoint, I constantly have problems with things like heading numbering disappearing (or changing from numbers to bullets), bullets going missing or bullets turning into numbers. From what I can see, the custom list styles in the documents go missing. Other formatting things happen, like table column widths messing up. I can fix it all, PDF it, save and close, and when I open the Word doc again it's all gone haywire once more. I was always approaching this from a Word bug perspective, but maybe it's something I'm doing wrong in regard to SharePoint. Essentially, this is my workflow: 1. Create Word template. 2. Create documents from Word template (bid response schedules, one for each). 3. Upload all files to SharePoint. At this point, the template resides on my computer, in my OneDrive folder. As I understand it, this shouldn't be an issue because unless people play around with what template the document is linked to, it shouldn't change. However, often I found that the template had reverted back to "Normal". So, I started saving the template in a location on SharePoint (along with the documents) and making sure it was linked to it. When the document styles go haywire, to fix it all I need to do is link back to the template and update the styles. I have a macro that has the location of the template hard coded, and it links the document to the template, updates the styles, then turns off the checkbox again. (Note: I always make sure the "update styles from template" is kept off). Whether the template is on my computer or on SharePoint, once the styles start messing up they will continue to keep messing up, so putting the template on SharePoint doesn't seem to have fixed it. I'm outlining this process because all the forum posts I've found seem to treat SharePoint more as a space where templates are uploaded and people use the "New" button to create and then save documents straight into SharePoint from Templates that are uploaded into the site library. This is obviously not how we are using it: these Teams sites are created per project, we do our submission and then move on. I'm the only one creating documents and other people contribute to them. Is there something I'm doing fundamentally wrong and that's why these issues happen? If not, has anyone seen this issue and worked out what causes it?
