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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How to create a Managed Property in SharePoint Online
In one of my earlier posts, I introduced you to the world of Crawled and Managed Properties. As stated in that article, crawled properties are created automatically in SharePoint once…
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Automatically created Managed Properties in SharePoint Online
A while back, I introduced you to the wonderful and mysterious world of crawled and managed properties. I also briefly explained how to create a custom mapping between a crawled…
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How to make the Content Types available on all SharePoint Sites via the Content Type Gallery
If you are a big fan of metadata, like me, I am sure you are also familiar with a functionality called Content Type. Content Types allow you to organize your…
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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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