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2994 TopicsTag 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 advance32Views0likes0CommentsCopilot license for creating AI Agents for SharePoint & Copilot Studio
I have users with E3 license, but they are not able to create AI Agents for SharePoint sites & AI agent using Copilot studio. so what is the best license for those users? Here are the licenses those users have:- And where are the options i got when i access Copilot license inside our Office 365 admin center:- Any advice? which license i need to buy to allow E3 users to create AI agents for SharePoint and AI using Copilot studio? Thanks33Views0likes0CommentsRename and Relink "SharePoint" which is on M365 Suite Bar on whole Site
Hi, The Top left corner of SharePoint Online Site Page we have the word "SharePoint" which is on M365 Suite bar which links to default tenant Site. We have a requirement where the word SharePoint must be renamed to custom Name and relinked to another site. Rename was easy using CSS , but relink was not possible. I tried jquery and Javascript window.onload = function() { myFunction(); }; and document.addEventListener("DOMContentLoaded", function() { myFunction(); }) Both Did not help , as it changes the link sometimes and sometimes it doesnt. So went with Application Customizer approach 1: Did not work at all - Sometimes works Sometimes doesn't after each page load behavior was not same private modifyM365AppName(): void { const appTitleElement = document.getElementById("O365_AppName"); if (appTitleElement) { appTitleElement.textContent = "My Custom App Name"; if (appTitleElement.tagName === "A") { (appTitleElement as HTMLAnchorElement).href = "https://tenant/sites/Test1"; } approach 2: it worked only one time after that page loads stopped working private observeM365AppName(): void { const observer = new MutationObserver((mutations, obs) => { const appTitleElement = document.getElementById("O365_AppName"); if (appTitleElement) { this.modifyM365AppName(); obs.disconnect(); // Stop observing once found } }); // Start observing changes in the body (or a specific container) observer.observe(document.body, { childList: true, subtree: true }); } private modifyM365AppName(): void { const appTitleElement = document.getElementById("O365_AppName"); if (appTitleElement) { appTitleElement.textContent = "My Custom App Name"; if (appTitleElement.tagName === "A") { (appTitleElement as HTMLAnchorElement).href = "tenant/sites/Test1"; } } } approach 3 : This works but I need to keep the Mutation Observer Connect all time , only then it works . If i disconnect it after it finds the element it doesn't work: export default class customizerApplicationCustomizer extends BaseApplicationCustomizer<IcustomizerApplicationCustomizerProperties> { private observer: MutationObserver | null = null; public onInit(): Promise<void> { this.observeM365AppName(); return Promise.resolve(); } private observeM365AppName(): void { if (this.observer) { this.observer.disconnect(); } this.observer = new MutationObserver(() => { this.modifyM365AppName(); }); this.observer.observe(document.body, {childList: true,subtree: true,}); // Apply the first update this.modifyM365AppName(); } private modifyM365AppName(): void { const appTitleElement = document.getElementById("O365_AppName"); if (appTitleElement) { appTitleElement.textContent = "Document Managment System"; if (appTitleElement.tagName === "A") { (appTitleElement as HTMLAnchorElement).href = "https://tenant/sites/Test1"; } } } } Can you please suggest if Approach 3 is good enough or is there any way to Achieve both Rename and Relink of the work "SharePoint" on M365 Suite bar. Thanks, Pallavi8Views0likes0CommentsAutomatic 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! Chris103Views0likes2CommentsHide 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?Solved51Views0likes2CommentsSP /_api/$batch endpoint - "Resource Not Found"
Sharepoint issue and needing some feedback; I need to update my sp library with a new column with an int value, there are ~83k records and to best do this i wanted to try and use the SP /_api/$batch endpoint. Issue is that flow is saying it cannot find the $batch endpoint. I have worked with our head of IT admin to examin MS Entra and our SP perms but nothing is surfacing, any thoughts?15Views0likes0Comments