Posts Tagged "Workflow"
3 ways to build multiple conditions in Microsoft Flow
I had an interesting dilemma to solve for one of my clients the other day. They had a document library with various types of documents and different approvers depending on the document type. What made it a bit complicated was the fact that they had way too many document types and separate approvers for almost every type of the document. So below… keep reading >
5 reasons why you need to embrace Microsoft Flow
You can probably tell from my previous posts that I am a huge fan of Microsoft Flow. It is hard not to be. The tool is relatively easy to use, and you can build common scenario workflows in no time. With this post, I would like to summarize the top 5 reasons for you and your organization to embrace Microsoft Flow. 1.… keep reading >
6 ways to create workflows in SharePoint
SharePoint is a great platform for collaboration and sharing. However, anytime you need some sort of approval or business process to occur, you need to engage the workflow capability. There are several ways for you to create workflows in SharePoint, and today I would like to go over and explain all of the available options. Option 1: No workflow Yep, it is… keep reading >
4 things to do before creating a workflow in SharePoint and Office 365
SharePoint and Office 365 provide you with a myriad of options to build workflows. From OOTB workflows to SharePoint Designer and Microsoft Flow, you have choices. With that being said, I suggest before you start using any of the tools, that you do proper analysis and prep work to make life easier for yourself. Let me explain. I spent close to 20… keep reading >
How to create a Vacation Request Approval workflow in SharePoint
Vacation Request or PTO (Paid Time Off) is a common type of request in every organization. Hey, we all need vacations from time to time. 🙂  While some firms have special software in place to request vacations, for the most part, many rely on the back and forth email. With this post, I would like to explain how you can build a… keep reading >
2 ways to approve requests and documents in Microsoft Flow
Based on my experience, I would say that majority of business processes within organizations revolve around some sort of approval. It could be a simple vacation request approval or a document review. Most of the time, we just want to have a simple outcome of either Approval or Rejection. SharePoint by itself has a very simple Content Approval mechanism that can easily… keep reading >
3 major components of Microsoft Flow
I just love Microsoft Flow! Having worked with Out of the Box SharePoint workflows as well as SharePoint Designer workflows in the past, Microsoft Flow provides the most intuitive way for users out there to build custom business processes. Of course, Microsoft Flow is new and can’t yet replace SharePoint Designer, but new functionality is added daily and the day when Flow… keep reading >
Most Popular Tags
Metadata
Learn how to come up, create and set up metadata as well as company-wide taxonomy
Best Practices
A mix of best practices related to implementation and configuration of SharePoint
Security
Everything related to security and permissions of SharePoint
User Adoption
Tips and tricks to improve SharePoint and Office 365 user adoption
Need SharePoint Help?
Hourly consulting, training and configuration services are available
Learn More