How to enable multiple metadata values in SharePoint Columns
By default, when you create metadata columns on a list or library, they are configured for a single value. So, in other words, when it is time to tag, you…
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Friendly vs. Standard Date format in SharePoint lists and libraries
Well, I guess these are trends of the modern world and social media, but some of its elements made it to SharePoint lists and libraries. If you work with Date…
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How to create custom fields in Project for the Web
One of the capabilities we recently got in Project for the Web is the ability to have custom fields within a project schedule. So today I want to explain how…
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Site-Level vs. Tenant-level Term Sets
When you create a Managed Metadata column, you have to point the column to a term set within a Term Store. As I documented in one of my previous posts,…
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How to connect lists and libraries via dynamic filtering in SharePoint Online
Today I want to describe a feature in modern SharePoint that allows you to connect two lists and libraries and dynamically filter them based on the value selected from one…
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Lookup column vs. Managed Metadata column
With the recent user experience improvements for the Lookup column, I got a great question from one of my clients the other day. The question is this: what makes the…
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How to create site level term sets in SharePoint Online
If you are a fan of metadata, I am sure you heard about the Term Store. I blogged quite a bit about it and its wonderful features. However, to utilize…
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How to access the Term Store from a SharePoint Site
If you are the Site Owner and would like to utilize Managed Metadata, you need to access the global Term Store that is typically maintained by the IT department and…
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How to rename metadata tags
This happens quite often – you have been using the metadata tags/labels for a while and now need to rename a few or change spelling or something. It sounds like…
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How to clear SharePoint properties from a document prior to sharing externally
Today I would like to share a quick tip that might be worthwhile implementing if you are concerned about privacy and security. It has got to do with the metadata…
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How to limit the selection of choices in a People column
Today I want to show you a trick you can use to limit the selection of choices when using the People column. For example, you have a column on a…
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3 security roles of a SharePoint Term Store
I blogged extensively in the past about how security and permissions work on SharePoint sites. The topic of security is always on the mind of the users and never gets…
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About Me
I’m Greg Zelfond, a U.S. based SharePoint consultant, and I provide affordable out-of-the-box SharePoint consulting, training, and configuration assistance to small and medium-sized businesses all over the world.
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