Comment On Word Documents In A Document Library In Office 365 & SharePoint 2013


Welcome to an article on ‘How to comment on Word Documents in a document library in Office 365 & SharePoint 2013’. This is a new feature where you can provide comments on the documents in a SharePoint library to show your views about it.

It’s like when you do commenting on the Word file while building the document, you can do the review right away on the library and save it.

Let’s see how a user can comment on a word file through the library.

  • Upload a word file to a document library.DOCUMENT
  • Click on the document to open the Word file.OPEN
  • You will see the Comments option on the right corner of the document.
  • Click on the icon as shown by the arrow.ICON
  • The comments dialog box will open as the screen below.COMMENT
  • Click on ‘New Comment’.NEW
  • Once you post the comment, a small symbol of comment will appear on the document as per the screen below.DOCUMENT
  • When you or an external user clicks on it they will see your comments as below.COMMENTS
  • Under the Comments dialog box, you can either comment on it or you can click it as done or delete it the same as we do while building our documents with review comments.COMMENTS

But this is so easy and available right at your library. You don’t have to download, give the review and then upload thereby saving time and effort.

Here was an article on ‘How to comment on Word Documents in a document library in Office 365 & SharePoint 2013. Watch out for more articles, until then keep learning.

Show Or Hide Fields Using Rule In Nintex Forms On SharePoint 2013 & Office 365


Welcome to an article on “Show or Hide Fields using rule in Nintex Forms on SharePoint 2013 & Office 365”. Today’s article will be used for every simple form you build on Nintex in SharePoint, so I would like to walk you through this functionality on Nintex.

Sometimes we require showing or hiding a file based on a Yes/No field or a check box. In this article we will see the same functionality using rules.

Let’s see how.

  • On your list or library ribbon, click on Nintex Forms.

    forms

  • You will reach the Nintex Designer View as per the screen below.

    nintex

  • In our case, I have created a Enable/Disable a yes/no column check box with the default title field and on the selection of the check box will try to show the title field which will be hidden by default.

    forms

  • So, let’s add a rule.
  • On your right corner of the designer you will find a button Add Rule.

    add

  • Click on it.
  • The below Rules bar will open.

    rule

  • On the bar, click on Add and configure your rule,

    a. Name: Provide a name to the rule.
    b. Rule Type: As for our case it will be ‘Formatting’.
    c. Condition: Our condition will be not (EnableDisable) which means if my field is not check in, it
    should be a valid rule.
    d. We have checked in the ‘Hide’ check box so our field will be hidden unless the condition is
    valid.

  • Let’s publish the form now after making the changes.

    confirm

  • Once you click on Publish, Click on Create New Item.
  • The screen below of the new form opens with the field hidden by default.

    save

  • Now when you will check the Enable/Disable field check box,
  • The rule will apply and our Title field will become visible.

    title

  • And it will apply vice versa when you check out.
Here you saw in this article how to show or hide fields based on yes /no check box. Keep reading articles and keep learning.

Embed Word Document Contents On A SharePoint Page In Office 365 & SharePoint 2013


Welcome to an article on ‘How to Embed Word Document contents on a SharePoint Page in Office 365 & SharePoint 2013’. Our client sometimes wants to attach their documents to their pages so when they do some change on the content of the word file, it will reflect on the page.

This is an awesome functionality for users to update their page without playing by editing the content on the web parts. So for us developers, rather than pointing to a third party tool, we have that on our own SharePoint 2013 and on Office 365.

Let’s see how a user can embed their word files on a SharePoint page

  • Upload a word file to a document library.

    document

  • Click on the Menu dialog option for the selected word document.

    open

  • You will see the preview screen below.
  • Click on the icon as shown by the arrow.

    read

  • You will see a pop-up as per the screen below with an option, “Embed Information”.

    information

  • Click on the option and you will the screen below, Copy the embedded code.

    code

  • Now we will add the embedded code to a page,

    a. Create a page
    b. Go the gear icon and click on Add a page.

    add

  • Provide a name for the page.

    name

  • You will be directed to edit the page as per the screen below.

    edit

  • Click on the ‘Insert’ Tab and choose Embed Code as per screen below.

    embed

  • It will open a dialog box, paste your copied code here.

    code

  • You will see the preview below after pasting the code.

    paste

  • Click on OK.
  • Your page will save and you will see the below page embedded with the document.

    document

Isn’t it awesome? You get your word document content on a page in a quick way. Keep learning!

Pre-Save Action on Document Libraries In SharePoint 2013 And Office 365


Welcome to an article on ‘Pre-Save Action on Document Libraries in SharePoint 2013 and Office 365.’ We developers face an issue when our client wants to have an action done on a document library on a save click.

Document Library uploads the document, and to validate something on the save click is tricky as the save by passes the validation and gets saved.

Solution:

The solution to do any JavaScript validation is Pre Save action. So here is what you need to do.

  • Open your Document Library
  • Under the ‘Library’tab , click on the Form Web Parts.

    form

  • Choose Default Edit Form, you will see the screen below.

    main

  • Click on Add a Web Part,

    add

  • Choose Script Editor, under the Media and Content Web part.

    script

  • Click on Edit Snippet, you will see the screen below.

    embed

  • Use the code below and click Ok.

    Code:

    1. “/jquery-1.8.3.min.js” type=“text/javascript”>
    2. “/jquery.SPServices-0.7.2.min.js” type=“text/javascript”>
    3. “text/javascript”>
    4. $(document).ready(function()
    5. {
    6. });
    7. function PreSaveAction()
    8. {
    9. }

    a. Use the function PreSaveAction() and paste your validation under the function on the code.

    b. Before saving document library the code will check your validation and will get saved.

Doesn’t it solve a lot of queries related to document libraries functions? Keep learning!

Start A Task Process Using Nintex Workflows In SharePoint 2013 And Office 365


Welcome to an article on how to start a task process in SharePoint 2013 and Office 365 using Nintex Workflows. This article will display the action “Start a task process” so that all my developer friends don’t have to spend much time and effort while using this function in their projects.

This action assists you to start a task process to one and many users using workflow. Let’s see the implementation of this functionality.

  • Create a list, Dev Testing.
  • Click on the List tab on the Top ribbon and click on Nintex Workflow.

    Nintex Workflows

  • You will see the following screen, to create a new workflow.
  • Click on “Create new workflow”.

    Create new workflow

  • You will come to the design phase of the Nintex workflows.
  • Add the action; “Start a task process” either by right clicks on the workflow or by dragging and dropping from the left toolbox.

    Start a task process

  • Now let’s configure it.
  • When you double click on the action the following screen opens up.

    double click on the action

    related item

    assignment behaviour

    Enitial email option

    remainder email option

    task

    Configure:

    • Participant: Assign the users whom you want to make as a participant to receive tasks.
    • Task Title: Provide a title to the task.
    • Description: Provide a description to the task.
    • Due Date: Provide a due date to the tasks.
    • Related Item: Select if it is a current item or an item in a different list or library.
    • Task outcomes: You can choose the outcome of the task as ‘Approved’ or ‘Rejected’ depending on the outcome you want and you can even create custom outcomes.
    • Default Outcome: You can select what should be the default outcome if the task has an error.
    • Allow Lazy Approval: It allows you to reply in user language as approve or reject and the workflow will pick up the matching outcome.

    – Assignee options

    • Assignment Behavior: Under the Assignee option,

      Assignee option

      You can assign the task serially one at a time and parallel at once.

    • Assign a task to each member within groups: When this option is checked, all the assignees will receive the tasks.
    • Wait for task completion: You have to wait when checked, the workflow will pause until the task completes.
    • Completion Criteria:

      Completion Criteria

      You can choose the options and make the workflow to wait for all responses or first response or for specific response and for a specific percentage of a response.

    – Initial email options

    Configure the initial email option.

    • Subject: Under the initial email options, specify the subject for the email.
    • Email Body: Specify the body of the email.

    – Reminder email options

    Configure the reminder email options if you have to send reminder.

    • Send Reminder email: Select the option, if you want to send reminder emails.
    • Subject: Provide the subject of the email.
    • Email Body: Specify the body of the email.

    – Cancellations email options

    Configure the cancellations of the task email to be sent.

    • Subject: Provide the subject of the email.
    • Email Body: Specify the body of the email.

    – Escalate and auto- complete options

    Configure the escalate and auto complete options here,

    Do nothing

    • Choose what you want to do when you have to escalate and auto complete options.

      1. Do nothing.
      2. Escalate to person or group
      3. Auto-complete the task.

  • Now we have configured our workflow, let’s go and publish it to use it.
  • Click on Publish on the left corner of the ribbon of Nintex Designer.

    Click on Publish

  • You will see the screen below.

    Publish

  • Give your workflow a name.
  • Description
  • Choose your task list where it should store the tasks; it will be Workflow Tasks by default.
  • Choose your history list where it should store the history logs; it will be Workflow History by default.
  • Start Options:

    – You can either start your workflow manually.
    – Or you can start your workflow automatically when an item is created
    – Or you can start your workflow automatically when an item is modified.

  • Click on Publish.
  • Your workflow will get published.

So in this article we saw how to start a task process using Nintex Workflows in SharePoint 2013 and Office 365. This action starts a task to a user or many users using Nintex workflows using various functionality.

We will see more new articles on the actions of Nintex Workflows in the other parts of the article. Until then, keep learning!