Nintex User Group: Simple workflows can use simple approaches

Sometimes technology makes some scenarios worse. At our last Nintex User Group in Detroit, I presented an approach for solving small scale static approval processes (it was met with raving reviews – and lots of questions). The issue: The use of Nintex Flexi-tasks and Approval tasks are the standard tools to notify and gather approval feedback. They are feature-rich, scalable, and easy to use. However, they present a few barriers: Reporting: The SharePoint list item and process data are not in the same data-set. Since approval tasks are stored in a separate list, and their comments, in order to get a consolidated view of both the SharePoint list item and process approval history, you have to combine the one to many data sets [...]

2019-04-01T16:57:05+00:00By |Forms, Nintex, SharePoint, Workflow|

Phase out, Check-in and Check-out?

With shared storage of documents, overwriting other author’s work has historically been a concern. Two people would open the same document and made changes to the same content and whom over saves last wins and the other work is lost….. So as good technicians we have historically fought that scenario by requiring Checkout before editing. SharePoint would do this for us as soon as a user edited the file. A lock would be placed on the file until it is closed. Brilliant! I know those were good days.   Question: With SharePoint online and the co-authoring options, is check-out and check-in a required default. I am sure there are still scenarios when you need to check out the file for [...]

Check and Configure SharePoint User Permissions

Ever have a SharePoint gotcha problem before? It’s highly likely that your answer is yes and you are not alone. SharePoint has lots of gotchas and it can be difficult to troubleshoot sometimes. However, there are some really simple yet powerful features that are built right into the interface. Site collection administrators will find these features easily accessible and usable to trouble shoot why somebody doesn’t have access to certain resources. This blog covers the features that allow you to check guest permissions in SharePoint. Scenario 1: Problem - Users are granted access to a site and they start navigating until they can’t add or update items. Solution - Bring up list setting and check permission dialog Type in the [...]

2019-04-30T20:56:46+00:00By |Microsoft, Office 365, SharePoint|