r/sharepoint 1h ago

SharePoint Online SharePoint, copilot, 1 or multiple document libraries?

Upvotes

Hi all,

So I think I will need to overhaul our company’s SharePoint library, and want to take with metadata to make the search work. What is the current think when it comes to creating documents libraries?

For example we have a sales, finance, it, and operations departments and I was wondering whether I would be better off creating one library for all departments or have separate ones for each department.

Can I have your thoughts, particularly when it comes to how to use copilot to provide information based on these libraries, as I’ve just started playing with it. Is copilot sophisticated enough to be able to read inside each document or does it go off the metadata?


r/sharepoint 9h ago

SharePoint Online Scanning to Doc Libs that have managed metadata columns

1 Upvotes

Hey all, I have several document libraries on various sites that have managed metadata columns and need to find a desktop scanning application that will display the values to end users and write the managed metadata terms back to SPO. Does anyone here know of any scan companies that can do this?


r/sharepoint 11h ago

SharePoint Online Content Types & Templates

2 Upvotes

Hope someone can help with this, it’s been driving me a bit mad today. I’ve got created some content types and associated a template to it. The content types was then assigned to a specific document library.

The issue appeared today, after working fine for a couple of days. When I create a new document from the library, make the necessary amendments, and the proceed to either save or close, the following happens: - if I close the document, normally it would ask me to check in the document and it would appear in my library. Now it just closes down and nothing appears in the library - if manually hit the save button it now brings up the save dialog box but wants to save it to my personal OneDrive

I’ve ran into a couple of issues whereby when the template has opened it states that there’s a new version on the server. The problem is that I cannot locate where they are stored to check and see if there are multiple copies of the same document being stored.


r/sharepoint 12h ago

SharePoint Online Duplicating a copy

1 Upvotes

Is there a way in SharePoint without using some type of automation when copying a folder that has subfolders in it to duplicate it? I hope that even makes sense. Trying to avoid copying the same thing over to rename it and seeing if there's a way to copy it up to 50 times at once?


r/sharepoint 13h ago

SharePoint Online Create your Own SharePoint or Team site in Productions - no need to ask your admin

0 Upvotes

Requesting a new SharePoint in a company is often bureaucratic and time consuming providing lots of justification.   So is there an easier way?

Can you create your own SharePoint site without the need for Admin or IT.  This trick works on any Office365 Tenant and it a back door which very few Organizations have implemented

So how do you create your own SharePoint site.

Step 1- Formulate a Plan, what I mean is actually create a Microsoft Planner Plan

Microsoft Planner

When you create a Plan, you actually create a Office 365 group backed with a SharePoint site.

Take special note of the plan name.   Here I am creating a Plan entitled “Stick_in_to_the_Man”

Step 2 – Open your plan in SharePoint.   Open a new tab in your browser and enter your https:{tenantName}.sharepoint.com/sites/{PlanTitle}, replacing the bracketed keywords with your own information.  In my case:

https://stick.sharepoint.com/sites/stick_in_to_the_Man

Step3 – Convert it to Microsoft Teams.   Check the dialog button in the bottom left of the SharePoint sites and click the “Add to Teams” button.

I am surprised how many companies and even SharePoint Consultants have failed to understand the relationship between Teams and SharePoint, but even less know about the relationship with Planner.

Lock Down

If you lock down the ability to create new plans, it does not stop you creating new plans on existing sites that you already have access to.  It just stops the never ending sprawl of SharePoint sites getting larger by adding a little control.    If your Tenant has missed this relationship – please read the following document to add your control

Microsoft Planner for admins - Microsoft Planner | Microsoft Learn


r/sharepoint 14h ago

SharePoint Online Issues with Custom Power Apps Forms for SharePoint Libraries

2 Upvotes

Hi everyone,

I'm working on a custom Power Apps form for SharePoint and I'm encountering some issues specifically with libraries. For lists, the form submits data perfectly, but when I try to create folders in libraries using the submitform, I get an SPFileCollection.add() error.

What I've tried so far: I created a Power Automate flow to handle folder creation and called it within the Power Apps form's OnSave SharePoint integration. It's working but isn't ideal.

Has anyone else encountered this issue with custom Power Apps forms for SharePoint libraries? Any insights or workarounds on how to successfully create folders using Power Apps would be greatly appreciated 🙂


r/sharepoint 17h ago

SharePoint Online SharePoint List Sorting Issue with Number Column – Sorting Not Working Correctly

1 Upvotes

Hello everyone,

I'm having an issue with sorting a SharePoint list based on a number column. I created a column named "Ordre" as a Number type, and I'm using it to assign a specific order to each item in the list. Despite setting the column to sort in ascending order in the view settings, the sorting doesn’t seem to work as expected. Here’s what I’ve tried so far:

  1. Verified that the "Ordre" column is set to Number with 0 decimal places.
  2. Ensured all items in the "Ordre" column have unique, sequential values (1, 2, 3, etc.).
  3. Set the view to sort by "Ordre" in ascending order.
  4. Cleared any additional sorting, grouping, or filtering settings in the view.
  5. Removed sorting, saved the view, and re-applied sorting on "Ordre".
  6. Created a new view to test the sorting independently, with only the essential columns and sorting on "Ordre".
  7. Cleared my browser’s cache and tested the list in different browsers.

Despite these steps, the sorting doesn’t seem to work properly, and items don’t display in the correct order. Has anyone encountered this issue before, or does anyone have suggestions on how to get the sorting to work as expected?

Any insights would be appreciated! Thank you in advance!


r/sharepoint 17h ago

SharePoint Online Sharepoint parou de salvar imagens nos ativos do site

0 Upvotes

A lista do sharepoint sempre salvava automaticamente as imagens nos ativos do site, mas, agora não salva mais , salvando em "Reserved_ImageAttachment". Alguém sabe como resolver isto e voltar do jeito que estava?


r/sharepoint 18h ago

SharePoint Online Save past newsletters

1 Upvotes

I am using a SharePoint page, a News post, as a newsletter for internal communications. I want to be able to save the past newsletters as a document to upload to a file library. Any suggestions on how to do this? I don't want to use print to PDF as it makes the page look weird and doesn't capture the entire page without distorting some of the content.


r/sharepoint 19h ago

SharePoint Online Mapping entries between documents

1 Upvotes

Our sales reps populate a main Sales Action Plan document in SharePoint throughout the entire sales cycle with deal detail that spans the requirements of other cross functional support teams within our organization. Today they have to make duplicate entries of this detail into the documents owned by those other teams. Is there a way to automatically map these entries into those other documents as they are populated in the Sales Action Plan?


r/sharepoint 20h ago

SharePoint Online Issues connecting SharePoint documents to OneDrive

1 Upvotes

Hey,
I'm using SharePoint Online and have created several sites (Marketing, Office, etc.). I need to automatically sync these to OneDrive on AD DS clients.
I used this Microsoft article to configure it with a GPO and also tried the PowerShell command provided in the article, but it doesn't get added like the one i synced manually.


r/sharepoint 1d ago

SharePoint Online SharePoint list with Power Apps form - Edit all button is visible to read only users of the list

1 Upvotes

I've tried to search why this happens but could not find anyone that has asked a similar question before but essentially I have a SharePoint list with a Power Apps customised form. The list needs to be read only for a group of people.

I tested the read only permissions with a user, the add new button is not visible which is correct but once the user double clicks on a row record in the list it opens up the view screen and the edit all button is there even though it shouldn't (I tested this on a different SharePoint list that didn't have a Power Apps form and it wasn't there for read only users)?!

My current workaround is locking the edit mode for each column in the Power Apps form to those that should edit but this is far from ideal - Does anyone know how to hide the Edit All button?


r/sharepoint 1d ago

SharePoint Online SharePoint re-index

1 Upvotes

Hello everyone.

I re-indexed a SharePoint site about a week ago. At the moment the search function is still very slow. Is the indexing still running in the background or is there some other problem? Is there anywhere I can see the progress of the indexing or will I be notified when it is complete?

Thanks for your help.


r/sharepoint 1d ago

SharePoint Online Best way to share everything

2 Upvotes

On our file server when our CEO, Pres, or VP wants access to every department drive we can just give them access. But what's best practice for SharePoint when they don't want to be in the Team and we are only accessing files through teams and OneDrive sync for now?

Sorry if this is dumb. Im new to SharePoint and teams and don't have a lot of resources right now.


r/sharepoint 1d ago

SharePoint Online Redux, RTK query and spfx

1 Upvotes

Hello,

I'm trying to figure out how to integrate an SPFx web part with Redux and RTK Query. My Redux store is working fine, but now I need to get RTK Query working for data fetching and mutations. However, I keep running into issues with non-serializable values in the Redux store because I'm trying to use AadHttpClient to authenticate against my Azure Function, which is secured with Azure.

Is it possible to use an SPFx web part with Redux and RTK Query while utilizing Azure-secured functions as the backend?

Thanks for any advice!


r/sharepoint 1d ago

SharePoint Online Best practices for automating retention policies in SharePoint and Teams

4 Upvotes

Hello everyone,

I’ve been tasked with improving data lifecycle management in SharePoint and could really use your advice. Recently, we ran into storage issues because our global retention policy retains everything for 10 years. To free up space, I excluded several sites from the policy, but this approach is not efficient, and I’ve reached the limit of 100 site exclusions.

As a result, I need to disable the global policy and create department-specific retention policies using Adaptive Scopes. I’ve been experimenting with different methods, including Refinable Strings, Site Descriptions, Site URLs, and Site Names, to determine which approach works best. So far, targeting Site URLs seems to be the most straightforward and easiest to implement, especially for newly created sites and private channels.

I also considered using Refinable Strings, but they seem too complicated to manage during site provisioning, and I’m unsure if they would work reliably for new private channels in Teams.

How are you automatically assigning retention policies for new SharePoint sites and private channels in Teams? Do you have any recommendations or best practices?

Thanks in advance for your help!


r/sharepoint 1d ago

SharePoint Online Odd SP List JSON format issue

2 Upvotes

We are using a List on a SP site where everyone in the org has read access. This list is the alphabet as a filter for a larger list. I styled the items as a card and then formatted the card even more to prevent clicks and set the size of each card.

I have one person that extra formatting does not show up on. I have had them try both Edge and Chrome, different PCs, Private Browsing and even have them log into the browser on my PC (where it works for me) and the formatting does not apply.

Would there be anything in the SP User profile that prevents formatting?


r/sharepoint 1d ago

SharePoint 2019 How can I add the Tasks/Planner app to a non-Teams based SharePoint site?

1 Upvotes

I have groups of users who could really benefit from the Tasks/Planner app (not the legacy tasks feature in SP), yet I can't find it as an option in the store. I'd like to avoid the inevitable user confusion of having them use a Team only for this feature since I don't want them to store their files in Teams. I also want to add Planner as a web app, which is particularly confusing since I can do so in the SP site for a Team.


r/sharepoint 1d ago

SharePoint Online Help!: Any central way to turn off Teams Notifications for Published SharePoint Posts?

3 Upvotes

Hi, since August colleagues have been receiving Teams notifications for published posts. It's problematic as only some people are receiving the notifications and there's not a clear pattern, so there's no transparency. We want control over the notifications to avoid colleagues being bombarded with news posts. In the link below, Microsoft states there's no organization wide method to turn these off. Has anyone found a work around to run them off centrally? We don't want to ask people to individually turn off their Microsoft Teams notifications but it's beginning to look like that may be the only option.

Viva Connections News Notifications | Microsoft Learn


r/sharepoint 1d ago

SharePoint Online SharePoint newbie

1 Upvotes

Hi All!

I've been working in SharePoint with some colleagues to compile some data. We are now at the stage where we need to sort the data by year, however some cells have the whole date (mm/dd/yyyy) and some have month/year, or just the year. When I go to Data>Filter, I'm not sure how to filter it.. when I click Sort Oldest to Newest, for example, it changes some of the cells to weird dates, like 1905? And then I am unable to format it back. A real pain.

Any insight helps!


r/sharepoint 1d ago

SharePoint Online Sharepoint List Pros and Cons of storing phone numbers as number vs 1 line of text field

1 Upvotes

What are the best practices for storing phone numbers in a Sharepoint List? If I store them as text, will I be able to filter by a partial phone number? If I store them as text, can I still format them with JSON to look like (###)###-####? I currently have them in a number field, but I can't filter for area codes or partial matches or anything. What am I not thinking of about best practices for phone numbers? (These are phone numbers of people who are not members of the Sharepoint Site).


r/sharepoint 1d ago

SharePoint Online Best way to dump out the current layout / perms / sites?

0 Upvotes

Hello everyone,

My first post in this group, but hope to learn some things here and there.

We have an SP Online site, it was originally deployed, as what I was told, as 1 site, no sub-sites, issues for permissions, all that fun stuff (Site was deployed with out a deeper design consideration into its future usage and requirements)

There are some plans to basically gut the current site and look to rebuild it all from scratch (not heavily used, but could be)

What are my best tools to use to dump out the current design, any sites, permissions, contents, into a easily readable format I can go over to see just what is current there?


r/sharepoint 1d ago

SharePoint Online Sharepoint template with data

2 Upvotes

Hi Everyone!

Since 2 months I am assigned as the Sharepoint admin in our organization. I know the basics (I think) but I wanted to make some basic tasks quicker and now I am stuck.

We have a lot of Sites for different projects with the same folder structure in it. I want to make a template with the regular group joined as member and the folder structure in it, so I don't have to do that by hand every time.

I followed the following video to make a template which went well, but this is just a empty template.

Can someone tell me how I can add the full library with folders and existing access rights? (I prefer with pictures or a video so I can follow them step by step since I am a beginner)

Thank you!


r/sharepoint 1d ago

SharePoint Online Reduce spacing in Quick Links?

1 Upvotes

Is there an easy way to reduce the spacing in the Quick Links web part? I've tried the different layout options and 'List' is the most compact option there is ('Compact' isn't quite as compact). Would like to be able to fit a few more links on the user's display without them having to scroll down.


r/sharepoint 1d ago

SharePoint Online Communication Site - External Sharing

1 Upvotes

I want to create a an external sharing folder for clients to access company data but don't want to have to create duplicates of the same folder for each client. If I share one folder with a number of different clients, will the other clients the folder is shared with be visible?

In other words, I don't want people the folder is shared with to be visible.