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	<title>Jim Ongena</title>
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	<title>Jim Ongena</title>
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		<title>Power Automate – using the list display name out of an Item Url</title>
		<link>https://cresyl.eu/en/power-automate/power-automate-using-the-list-display-name-out-of-an-item-url/</link>
					<comments>https://cresyl.eu/en/power-automate/power-automate-using-the-list-display-name-out-of-an-item-url/#comments</comments>
		
		<dc:creator><![CDATA[Jim Ongena]]></dc:creator>
		<pubDate>Mon, 15 Nov 2021 22:14:14 +0000</pubDate>
				<category><![CDATA[EN]]></category>
		<category><![CDATA[Power Automate]]></category>
		<guid isPermaLink="false">https://cresyl.eu/?p=1383</guid>

					<description><![CDATA[<p>A couple of days ago I had to create a flow that would trigger on the current item. As such, nothing special to be noted. The next question was to make this flow available on multiple libraries within the same site. After searching around I found following options: Copy the flow to each library (and [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://cresyl.eu/en/power-automate/power-automate-using-the-list-display-name-out-of-an-item-url/">Power Automate – using the list display name out of an Item Url</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="1383" class="elementor elementor-1383">
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							<p><span lang="EN-US">A couple of days ago I had to create a flow that would trigger on the current item. As such, nothing special to be noted. The next question was to make this flow available on multiple libraries within the same site.</span></p><p><span lang="EN-US">After searching around I found following options:</span></p><ul><li><span style="text-indent: -18pt; font-weight: var( --e-global-typography-text-font-weight );">Copy the flow to each library (and hence afterwards being responsible for updating each flow if something changes)</span></li><li>Instant flow and then retrieve the related information (but having to perform queries on the list where I already started from)</li><li><span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span><span lang="EN-US" style="text-indent: -18pt; font-weight: var( --e-global-typography-text-font-weight );">Just reuse the exiting flow, where I remembered from one of Laura’s Power Hours that the context of the item will be taken along, even when not triggering from the list where the flow was originally built for</span></li></ul><p><span lang="EN-US">I decided to go for the last option and found this to be such an easy way to make a flow reusable… but of course with some hiccups along the way, especially since some actions require a list ID, and others a List Name.</span></p><h4><span lang="EN-US">First step: creating a flow</span></h4><p><span lang="EN-US">What we’ll do in our flow is to request a simple approval to a manager, and this based on the document on which the flow is started.</span></p>						</div>
				</div>
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										<img width="602" height="322" src="https://cresyl.eu/wp-content/uploads/2021/11/20211114-pa-listid.png" class="attachment-full size-full wp-image-1386" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/11/20211114-pa-listid.png 602w, https://cresyl.eu/wp-content/uploads/2021/11/20211114-pa-listid-300x160.png 300w" sizes="(max-width: 602px) 100vw, 602px" />											<figcaption class="widget-image-caption wp-caption-text">Basic Power Automate approval flow</figcaption>
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							<ul>
 	<li style="list-style-type: none;">
<ul>
 	<li style="list-style-type: none;">
<ul>
 	<li>What ties this flow together is the trigger “For a selected file”. when using this trigger, the itemUrl for the selected file will become available. The perk is that the itemUrl doesn&#8217;t really depend on the configuration of the trigger; even if you start the flow from another library (within the same site).</li>
</ul>
</li>
</ul>
</li>
</ul>
<span lang="EN-US"><img loading="lazy" class="aligncenter" src="https://cresyl.eu/wp-content/uploads/2021/11/20211114-pa-listid-foraslectedfile-1024x500.png" alt="" width="1024" height="500" /></span>

<span lang="EN-US">Instead of having to recreate this flow for each library, I’m going to create a button in each library that will trigger the same flow where I just ask for the future approver.</span>
<h4>Second step: extending the flow for the future reusability</h4>
<div>

<span lang="EN-US">We’ll need a
couple of variables to make everything work:</span>
<ul>
 	<li><span lang="EN-US">Var-itemUrl: to store the item url</span></li>
 	<li>Var-siteUrl: can be a fixed value, or you can use the formula
<div style="text-indent: 0px;"><i style="font-weight: var( --e-global-typography-text-font-weight ); text-indent: 34.8pt;"><span lang="EN-US" style="font-size: 10.5pt; font-family: Consolas;">split(variables(&#8216;Var-itemUrl&#8217;),&#8217;_layouts&#8217;)[0]</span></i></div></li>
 	<li>
<div style="text-indent: 0px;"><span style="text-indent: -18pt; font-weight: var( --e-global-typography-text-font-weight );">Var-listID: </span><span style="text-indent: -18pt; font-weight: var( --e-global-typography-text-font-weight );">to store the extracted listID</span></div></li>
 	<li>
<div style="text-indent: 0px;"><span style="font-size: 11pt; font-weight: var( --e-global-typography-text-font-weight );">Var-ListName: to store the final list name</span></div></li>
</ul>
</div>
<div><span style="color: #747474; font-family: Open Sans, sans-serif;"><span style="font-size: 14.6667px;"><img loading="lazy" class="alignnone size-full wp-image-1396" src="https://cresyl.eu/wp-content/uploads/2021/11/20211114-pa-listid-extendedflow.png" alt="" width="427" height="565" srcset="https://cresyl.eu/wp-content/uploads/2021/11/20211114-pa-listid-extendedflow.png 427w, https://cresyl.eu/wp-content/uploads/2021/11/20211114-pa-listid-extendedflow-227x300.png 227w" sizes="(max-width: 427px) 100vw, 427px" /> </span></span></div>
<div>
<p class="MsoNormal"><span lang="EN-US">Let’s go through
some of the steps:</span></p>

<ul>
 	<li class="MsoNormal"><span style="text-indent: -18pt; font-weight: var( --e-global-typography-text-font-weight );">We’re </span>storing the itemurl in the var-itemurl</li>
 	<li class="MsoNormal">Using that variable, we’re creating the var-listID variable, with following formula:
<i><span style="font-size: 10.5pt; font-family: Consolas; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; color: black; mso-ansi-language: FR-BE; mso-fareast-language: FR-BE;">split(split(variables(&#8216;Var-itemUrl&#8217;),&#8217;%7B&#8217;)[3],&#8217;%7D&#8217;)[0]</span></i></li>
 	<li class="MsoNormal">The last variable to fill, is the ListName. This is done in two steps:
<ul>
 	<li class="MsoNormal">First, query the site to get all lists</li>
 	<li class="MsoNormal">Then map the lists found to the listID we already have</li>
</ul>
</li>
</ul>
<p class="MsoNormal"><span lang="EN-US">And then you’ll notice you’re not getting the needed result, but just a blank result.
The reason for this, is that the listID we retrieved from the itemUrl is in
upper case, and the results we got from the ‘Get all lists and libraries’ is in
lower case.</span></p>

<h4><span lang="EN-US">Solving the list-ID issue</span></h4>
<p class="MsoNormal"><span lang="EN-US">The first time I went through the flow, assuming that I did everything correct of course,
I was getting annoyed by lack of body content, without having any clean
indication. It was when starting to compare and to play around that I noticed
the discrepancy between the the result from the ItemUrl and the get all lists
and libraries.</span></p>
<p class="MsoNormal"><span lang="EN-US">The solution is pretty easy (once you find the root cause); add a ‘toLower’</span></p>
<p class="MsoNormal" style="margin-bottom: 0cm; line-height: 14.25pt; background: #FFFFFE;"><span lang="EN-US" style="font-size: 10.5pt; font-family: Consolas; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; color: black; mso-ansi-language: EN-US; mso-fareast-language: FR-BE;">toLower(split(split(variables(&#8216;Var-itemUrl&#8217;),&#8217;%7B&#8217;)[3],&#8217;%7D&#8217;)[0])</span></p>
<p class="MsoNormal" style="margin-bottom: 0cm; line-height: 14.25pt; background: #FFFFFE;"><span lang="EN-US" style="font-size: 10.5pt; font-family: Consolas; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; color: black; mso-ansi-language: EN-US; mso-fareast-language: FR-BE;"> </span></p>

<h4><span lang="EN-US">Publish and reuse</span></h4>
<p class="MsoNormal"><span lang="EN-US">Now we’ve got this resolved, time to publish the flow. The negative thing here, is that
users won’t be able to start the flow from the list actions, so we’re adding a
direct link next to each item, by updating a custom column to show a direct
link to start the flow, which we realize by adding following JSON:</span></p>
<p style="padding-left: 40px;"><code class="EnlighterJSRAW" data-enlighter-language="json">{"$schema": "https://developer.microsoft.com/json-schemas/sp/v2/column-formatting.schema.json",
"elmType": "button","customRowAction": {"action": "executeFlow","actionParams": "{\"id\": \"{ID of your flow}"}"},"attributes": {"class": "ms-fontColor-themePrimary ms-fontColor-themeDarker--hover"
},"style": {"border": "none","background-color": "transparent","cursor": "pointer"},"children": [{
"elmType": "span","attributes": {"iconName": "Flow"},
"style": {"padding-right": "6px"}},{"elmType": "span",
"txtContent": "Request Approval"}]} </code></p>
<p class="MsoNormal"><span lang="EN-US"> </span></p>

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							Jim Ongena						</h4>
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						Jim has been an avid trainer, coach and consultant in SharePoint and Office 365 since 2006. He brings alternative insights along in each project he works on, and loves to share his knowledge. As a father of three young kids, you can see him playing taxi to get them from one hobby to the next. He loves reading sci-fi books and binge-watching sci-fi series and movies (damn you Netflix and Disney+ !)					</div>
				
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		<p>The post <a rel="nofollow" href="https://cresyl.eu/en/power-automate/power-automate-using-the-list-display-name-out-of-an-item-url/">Power Automate – using the list display name out of an Item Url</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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		<title>Using quick parts in M365 and Word</title>
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		<dc:creator><![CDATA[Jim Ongena]]></dc:creator>
		<pubDate>Mon, 07 Jun 2021 22:57:43 +0000</pubDate>
				<category><![CDATA[Quick Parts]]></category>
		<category><![CDATA[SharePoint]]></category>
		<category><![CDATA[Word]]></category>
		<guid isPermaLink="false">https://cresyl.eu/?p=1313</guid>

					<description><![CDATA[<p>Your average end-user does not like to have to repeat themselves, so asking them to fill in a word-template and afterwards asking for the same values to be filled in as metadata will upset them. This is where we look at how we can help users saving time and limiting annoyances. While there are several means to an end, in this post we will focus on the use of Quick Parts in Office 365 and Word.</p>
<p>The post <a rel="nofollow" href="https://cresyl.eu/en/sharepoint/using-quick-parts-in-m365-and-word/">Using quick parts in M365 and Word</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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							<p>Your average end-user does not like to have to repeat themselves, so asking them to fill in a word-template and afterwards asking for the same values to be filled in as metadata will upset them. This is where we look at how we can help users saving time and limiting annoyances. While there are several means to an end, in this post we will focus on the use of Quick Parts in Office 365 and Word.</p><h4>Setting the stage</h4><p>We are going to take the classic example of having multiple sites and site collections where people would like to save meeting notes (I know, we could also use OneNote… but just follow for the exercise’s sake <img class="emoji" role="img" draggable="false" src="https://s.w.org/images/core/emoji/13.0.1/svg/1f60a.svg" alt="&#x1f60a;" />).</p><p>Often several teams create their own solutions to manage keeping meeting notes. The biggest problem is that we are missing consistency when comparing across sites, missing similar metadata, missing a word template, missing approval flows.</p><p>Luckily, we can use the power of Content Types to solve most issues here. Using Content types, we can now create a solution on Tenant-level (or Farm-level if you are still on-prem). We are creating a content type with following fields:</p><ul><li style="list-style-type: none;"><ul><li>Meeting Date (Date/time)</li><li>Meeting Type (Choice)</li><li>Note taker (people picker)</li><li>Customer (Managed Metadata)</li></ul></li></ul><h4>Using quick parts</h4><p>Now that we created our content type, the next step is to add the content type to a library. If you’re new to this, check out the steps the perform this <a href="https://support.microsoft.com/en-us/office/add-a-content-type-to-a-list-or-library-917366ae-f7a2-47ad-87a5-9689a1884e60#:~:text=To%20add%20a%20content%20type%20to%20a%20list,custom%20content%20types%2C%20repeat%20steps%204%20thru%206.">here</a>.</p>						</div>
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										<img width="768" height="725" src="https://cresyl.eu/wp-content/uploads/2021/06/QuickpartsStepbyStep-768x725.png" class="attachment-medium_large size-medium_large wp-image-1332" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/06/QuickpartsStepbyStep-768x725.png 768w, https://cresyl.eu/wp-content/uploads/2021/06/QuickpartsStepbyStep-300x283.png 300w, https://cresyl.eu/wp-content/uploads/2021/06/QuickpartsStepbyStep-1024x967.png 1024w, https://cresyl.eu/wp-content/uploads/2021/06/QuickpartsStepbyStep-1536x1450.png 1536w, https://cresyl.eu/wp-content/uploads/2021/06/QuickpartsStepbyStep-24x24.png 24w, https://cresyl.eu/wp-content/uploads/2021/06/QuickpartsStepbyStep.png 1706w" sizes="(max-width: 768px) 100vw, 768px" />											<figcaption class="widget-image-caption wp-caption-text">Steps needed to implement Quick Parts enabled templates</figcaption>
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							<p>Next, we create a document based on the newly added content type and insert the metadata fields within the open  document using the quick parts option. You will find this in the Insert Ribbon under the Text Group.</p>						</div>
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										<img width="341" height="207" src="https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickpartsinword.png" class="attachment-medium_large size-medium_large wp-image-1321" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickpartsinword.png 341w, https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickpartsinword-300x182.png 300w" sizes="(max-width: 341px) 100vw, 341px" />											<figcaption class="widget-image-caption wp-caption-text">Using quick parts to enrich word documents</figcaption>
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							<p>In the example I created, I added a table to allow for clean alignment and to be able to add a label in front of the quick parts. You will notice that the ‘Meeting Type’ is already filled in, which is due to it having a default value.</p>						</div>
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										<img width="602" height="281" src="https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickpartsinword-table.png" class="attachment-medium_large size-medium_large wp-image-1315" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickpartsinword-table.png 602w, https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickpartsinword-table-300x140.png 300w" sizes="(max-width: 602px) 100vw, 602px" />											<figcaption class="widget-image-caption wp-caption-text">Creating a simple table to contain the SP-connected web parts</figcaption>
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							<p>Save the newly created document locally (you could save it to SharePoint, but that will bring some unexpected issues). Make sure that you do not fill in any of the other Quick parts before you save the file.</p><p> </p><p>The last preparation step is to upload the file to our content type. So, go back to ‘site content types’ in your site or content type hub. Navigate to your content type and select the ‘Advanced Settings’. Here you will find two options:</p><ul><li>Enter the URL of an existing document template</li><li>Upload a new document template</li></ul>						</div>
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										<img width="602" height="113" src="https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickparts-uploadtemplate.png" class="attachment-medium_large size-medium_large wp-image-1316" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickparts-uploadtemplate.png 602w, https://cresyl.eu/wp-content/uploads/2021/06/20210607-addingquickparts-uploadtemplate-300x56.png 300w" sizes="(max-width: 602px) 100vw, 602px" />											<figcaption class="widget-image-caption wp-caption-text">Adding your template as default to the content type</figcaption>
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							<p><span style="font-weight: var( --e-global-typography-text-font-weight );">Select the second option (read the focus box to know why you would better not select the first one).</span></p><p>Then, upload your local file and save the settings.</p><p class="MsoNormal"><span lang="EN-US">From this point onwards, you will be able to create a new document based on the content type, and immediately having the right template with quick parts. If you need to perform any updates to your template, just perform steps 4-6 again.</span></p><p class="MsoNormal"><span lang="EN-US">Although the use of quick parts can provide you with an easy solution to embed metadata in documents, there are some limitations.</span></p><ul><li class="MsoNormal" style="text-indent: 0px;"><span style="text-indent: -18pt; font-weight: var( --e-global-typography-text-font-weight );">Only works for Word, not for Excel or PowerPoint</span></li><li class="MsoNormal" style="text-indent: 0px;">Does not work in Word online for changes and modifications</li><li class="MsoNormal" style="text-indent: 0px;"><!--[endif]--><span lang="EN-US">If you add a template using the URL instead of the upload, the connection with the metadata is lost, </span></li></ul>						</div>
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							<h4>Using the option “Enter the URL of an existing document template”</h4>
<p>In many organizations, document templates are managed by the communications department. It would make sense that those people can directly manage and push their changes to the whole organization, without having to go through the whole update process.&nbsp;</p><p>You can achieve this by using the option “Enter the URL of an existing document template”. While you can use this solution to provide the means for the communications team, you cannot use it in combination with quick parts. Ever since this option was introduced, it always has been breaking the connection between the content type metadata and the quick parts.</p><p>So in brief, if you want to give power to the communication department to manage the templates, you&#8217;ll have to give up on the advantages of embedding quick parts.</p>						</div>
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							Jim Ongena						</h4>
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						Jim has been an avid trainer, coach and consultant in SharePoint and Office 365 since 2006. He brings alternative insights along in each project he works on, and loves to share his knowledge. As a father of three young kids, you can see him playing taxi to get them from one hobby to the next. He loves reading sci-fi books and binge-watching sci-fi series and movies (damn you Netflix and Disney+ !)					</div>
				
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		<p>The post <a rel="nofollow" href="https://cresyl.eu/en/sharepoint/using-quick-parts-in-m365-and-word/">Using quick parts in M365 and Word</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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		<title>A modern approach on connected web parts in O365</title>
		<link>https://cresyl.eu/en/connected-web-parts/a-modern-approach-on-connected-web-parts-in-o365/</link>
					<comments>https://cresyl.eu/en/connected-web-parts/a-modern-approach-on-connected-web-parts-in-o365/#respond</comments>
		
		<dc:creator><![CDATA[Jim Ongena]]></dc:creator>
		<pubDate>Fri, 05 Mar 2021 12:00:32 +0000</pubDate>
				<category><![CDATA[Connected Web Parts]]></category>
		<category><![CDATA[Modern Pages]]></category>
		<guid isPermaLink="false">https://cresyl.eu/?p=1052</guid>

					<description><![CDATA[<p>For those among us that had/have the pleasure to work with SharePoint on-prem, you may know that you have the option to use Connected web parts. </p>
<p>For quite a while, this simple option was not available in SharePoint online. Currently Connected Web Parts in Office 365 is something you can play with, and which has reached a mature level. In this post we’ll go through the possibilities and limitations of connected web parts, and some business cases where you can use them.</p>
<p>The post <a rel="nofollow" href="https://cresyl.eu/en/connected-web-parts/a-modern-approach-on-connected-web-parts-in-o365/">A modern approach on connected web parts in O365</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="1052" class="elementor elementor-1052">
									<section class="elementor-section elementor-top-section elementor-element elementor-element-544a2d49 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="544a2d49" data-element_type="section">
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							<p>For those among us that had/have the pleasure to work with SharePoint on-prem, you may know that you have the option to use Connected web parts (eg. how it was done in <a href="https://blog.splibrarian.com/2012/05/21/connecting-web-parts-with-a-selector-and-a-detail-pane-moss-2007-version/" target="_blank" rel="noopener">MOSS 2007</a>). The principle is rather simple; find a column that can be used a primary key, connect with it, and it’s done. Now you can filter a second list based on what you selected in the first one.</p><p>For quite a while, this simple option was not available in SharePoint online. Currently Connected Web Parts in Office 365 is something you can play with, and which has reached a mature level. In this post we’ll go through the possibilities and limitations of connected web parts, and some business cases where you can use them.</p><h4>A standard setup</h4><div><p><span lang="EN-US">Let’s start with the most basic use for connected web parts in Office 365; where you want to filter a list based on a selection in another list. For this to work we need a source list and a target list. It&#8217;s important that both lists contain a column where you can retrieve the same values. In general you&#8217;ll achieve this by creating a lookup from the second list into the first list, but it will also work with other field types (although you&#8217;ll make it yourself more difficult :)). </span></p></div>						</div>
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											<a href="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-filtersetup.png" data-elementor-open-lightbox="yes" data-elementor-lightbox-title="20210305-standardconnparts-filtersetup" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA1NiwidXJsIjoiaHR0cHM6XC9cL2NyZXN5bC5ldVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcLzIwMjEwMzA1LXN0YW5kYXJkY29ubnBhcnRzLWZpbHRlcnNldHVwLnBuZyJ9">
							<img width="566" height="535" src="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-filtersetup.png" class="attachment-large size-large wp-image-1056" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-filtersetup.png 566w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-filtersetup-300x284.png 300w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-filtersetup-24x24.png 24w" sizes="(max-width: 566px) 100vw, 566px" />								</a>
											<figcaption class="widget-image-caption wp-caption-text">Setting up the Dynamic Filtering</figcaption>
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							<p><span lang="EN-US">In the following example we&#8217;re filtering a user&#8217;s list by selecting an alphabetical value</span></p>						</div>
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											<a href="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-before.png" data-elementor-open-lightbox="yes" data-elementor-lightbox-title="20210305-standardconnparts-before" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA1NCwidXJsIjoiaHR0cHM6XC9cL2NyZXN5bC5ldVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcLzIwMjEwMzA1LXN0YW5kYXJkY29ubnBhcnRzLWJlZm9yZS5wbmcifQ%3D%3D">
							<img width="768" height="431" src="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-before-768x431.png" class="attachment-medium_large size-medium_large wp-image-1054" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-before-768x431.png 768w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-before-300x169.png 300w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-before.png 940w" sizes="(max-width: 768px) 100vw, 768px" />								</a>
											<figcaption class="widget-image-caption wp-caption-text">Connected Web Parts Before Filtering</figcaption>
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											<a href="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-after.png" data-elementor-open-lightbox="yes" data-elementor-lightbox-title="20210305-standardconnparts-after" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA1NSwidXJsIjoiaHR0cHM6XC9cL2NyZXN5bC5ldVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcLzIwMjEwMzA1LXN0YW5kYXJkY29ubnBhcnRzLWFmdGVyLnBuZyJ9">
							<img width="768" height="377" src="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-after-768x377.png" class="attachment-medium_large size-medium_large wp-image-1055" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-after-768x377.png 768w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-after-300x147.png 300w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-after-1024x503.png 1024w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-after-1536x755.png 1536w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-standardconnparts-after.png 1986w" sizes="(max-width: 768px) 100vw, 768px" />								</a>
											<figcaption class="widget-image-caption wp-caption-text">Connected Web Parts After Filtering</figcaption>
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							<h5>Combining multiple connections</h5><p>After setting up a basic example, let’s see what kind of multiple connections are possible. We’ll look at two typical scenarios:</p><ul><li>Filtering a list on either of two other lists</li></ul><div style="padding-left: 40px;"><span style="color: #747474; font-family: Open Sans, sans-serif;">This setup could for example happen when you have a list of customers, and you would like users to filter either on the country they are from, or on their initials.</span></div>						</div>
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											<a href="https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltersource.png" data-elementor-open-lightbox="yes" data-elementor-lightbox-title="20210305-doublefiltersource" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA1OSwidXJsIjoiaHR0cHM6XC9cL2NyZXN5bC5ldVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcLzIwMjEwMzA1LWRvdWJsZWZpbHRlcnNvdXJjZS5wbmcifQ%3D%3D">
							<img width="940" height="631" src="https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltersource.png" class="attachment-large size-large wp-image-1059" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltersource.png 940w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltersource-300x201.png 300w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltersource-768x516.png 768w" sizes="(max-width: 940px) 100vw, 940px" />								</a>
											<figcaption class="widget-image-caption wp-caption-text">Having two filter sources for one filter target</figcaption>
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							<p><span style="color: #ffffff;">At this moment it is not possible having two sources pointing to the same target. Since the filtering is defined at the target list, which can only accommodate one configuration, you will have to look to a custom development or a search driven solution.</span></p>						</div>
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							<ul><li>Filtering two lists from one source list</li></ul><p style="padding-left: 40px;">In the second multiple-connections example we will look at filtering two web parts based on one source. Since the connection is made at the receiving end, we can easily create both connections. </p>						</div>
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											<a href="https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltertarget.png" data-elementor-open-lightbox="yes" data-elementor-lightbox-title="20210305-doublefiltertarget" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA1OCwidXJsIjoiaHR0cHM6XC9cL2NyZXN5bC5ldVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcLzIwMjEwMzA1LWRvdWJsZWZpbHRlcnRhcmdldC5wbmcifQ%3D%3D">
							<img width="940" height="647" src="https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltertarget.png" class="attachment-large size-large wp-image-1058" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltertarget.png 940w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltertarget-300x206.png 300w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-doublefiltertarget-768x529.png 768w" sizes="(max-width: 940px) 100vw, 940px" />								</a>
											<figcaption class="widget-image-caption wp-caption-text">Having one source filtering two targets</figcaption>
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							<h5>Cascading connected web parts</h5><p>The third possibility with connected web parts is creating a cascade of connected web parts. This allow users to drill down in to their information with a couple of clicks. Examples could be in regards to staff-city-details or customers-locations-invoices.</p>						</div>
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											<a href="https://cresyl.eu/wp-content/uploads/2021/03/20210305-cascadingfilters.png" data-elementor-open-lightbox="yes" data-elementor-lightbox-title="20210305-cascadingfilters" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA1NywidXJsIjoiaHR0cHM6XC9cL2NyZXN5bC5ldVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcLzIwMjEwMzA1LWNhc2NhZGluZ2ZpbHRlcnMucG5nIn0%3D">
							<img width="944" height="460" src="https://cresyl.eu/wp-content/uploads/2021/03/20210305-cascadingfilters.png" class="attachment-large size-large wp-image-1057" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/03/20210305-cascadingfilters.png 944w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-cascadingfilters-300x146.png 300w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-cascadingfilters-768x374.png 768w" sizes="(max-width: 944px) 100vw, 944px" />								</a>
											<figcaption class="widget-image-caption wp-caption-text">Cascading 3 lists with two separate filters</figcaption>
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							<h5>Extra: List Properties</h5><p>Everything we saw up to now was related to actively connecting two lists in order to drill down. In some cases you just want to show more details on a specific item. In that case you can use the <a href="https://support.microsoft.com/en-us/office/use-the-list-properties-web-part-f7227df0-fbfb-4d75-84cb-d45fcd811af2">List Properties Web Part</a>. </p><p>The List Properties Web Part isn&#8217;t the most sexy one out there, but with a couple of clicks it will already show you what you need.</p>						</div>
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											<a href="https://cresyl.eu/wp-content/uploads/2021/03/20210305-listpropertiesconfiguration.png" data-elementor-open-lightbox="yes" data-elementor-lightbox-title="20210305-listpropertiesconfiguration" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA2NiwidXJsIjoiaHR0cHM6XC9cL2NyZXN5bC5ldVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcLzIwMjEwMzA1LWxpc3Rwcm9wZXJ0aWVzY29uZmlndXJhdGlvbi5wbmcifQ%3D%3D">
							<img width="549" height="1093" src="https://cresyl.eu/wp-content/uploads/2021/03/20210305-listpropertiesconfiguration.png" class="attachment-medium_large size-medium_large wp-image-1066" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/03/20210305-listpropertiesconfiguration.png 549w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-listpropertiesconfiguration-151x300.png 151w, https://cresyl.eu/wp-content/uploads/2021/03/20210305-listpropertiesconfiguration-514x1024.png 514w" sizes="(max-width: 549px) 100vw, 549px" />								</a>
											<figcaption class="widget-image-caption wp-caption-text">List Properties Configuration Pane</figcaption>
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							<p> </p><p>In the examples given, we only worked with lists, but you can also connect with the file viewer, embed web part and document library web part.</p><div><span style="color: #747474; font-family: 'Open Sans', sans-serif;"> </span></div><h5>Conclusion</h5><p>The connected web parts in Office 365 allow power users to set up solution pretty easily. You could argue that the same could be achieved using Search Web Parts (which I also like to use), but nothing beats the speed and ease by which lists can be connected. These kind of solutions can only work if you spend time on preparing the required metadata and connections<span style="font-weight: var( --e-global-typography-text-font-weight );">.</span></p><p> </p>						</div>
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							Jim Ongena						</h4>
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						Jim has been an avid trainer, coach and consultant in SharePoint and Office 365 since 2006. He brings alternative insights along in each project he works on, and loves to share his knowledge. As a father of three young kids, you can see him playing taxi to get them from one hobby to the next. He loves reading sci-fi books and binge-watching sci-fi series and movies (damn you Netflix and Disney+ !)					</div>
				
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		<p>The post <a rel="nofollow" href="https://cresyl.eu/en/connected-web-parts/a-modern-approach-on-connected-web-parts-in-o365/">A modern approach on connected web parts in O365</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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		<title>How to manage Hub navigation security trimming</title>
		<link>https://cresyl.eu/en/sharepoint/how-to-manage-hub-navigation-security-trimming/</link>
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		<dc:creator><![CDATA[Jim Ongena]]></dc:creator>
		<pubDate>Wed, 17 Feb 2021 23:10:10 +0000</pubDate>
				<category><![CDATA[Audience Targeting]]></category>
		<category><![CDATA[Hub Navigation]]></category>
		<category><![CDATA[Security Trimming]]></category>
		<category><![CDATA[SharePoint]]></category>
		<guid isPermaLink="false">https://cresyl.eu/?p=690</guid>

					<description><![CDATA[<p>When you setup sites in a larger organization, you’re probably going to investigate Hub Sites to manage the site structure. The configuration of Hub Sites allows you to create a general navigation structure that automatically is pushed to all sites linked to the Hub site,</p>
<p>The post <a rel="nofollow" href="https://cresyl.eu/en/sharepoint/how-to-manage-hub-navigation-security-trimming/">How to manage Hub navigation security trimming</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="690" class="elementor elementor-690">
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							<p>When you setup sites in a larger organization, you’re probably going to investigate <a href="https://docs.microsoft.com/en-us/sharepoint/planning-hub-sites">Hub Sites</a> to manage the site structure. The configuration of Hub Sites allows you to create a general navigation structure that automatically is pushed to all sites linked to the Hub site, hence assuring consistency, and limiting the amount of management to do.</p><p>While the general setup is straightforward, you may encounter exceptions where Hub navigation shouldn’t be pushed through.</p><p>Let’s take for example a Project Hub to group larger projects. In this case it would be advantageous that users who have no access to the other sites, would not see them. What are the best ways to handle this?</p><h2>Option 1: plain old default settings</h2><p>Yups, the first one is the easiest one; just working with the default options for Hub navigation. In this case you add links and headers to your Hub navigation, not considering permissions to the related sites.</p>						</div>
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										<img width="768" height="553" src="https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationnewlink-1-768x553.png" class="attachment-medium_large size-medium_large wp-image-699" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationnewlink-1-768x553.png 768w, https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationnewlink-1-300x216.png 300w, https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationnewlink-1.png 954w" sizes="(max-width: 768px) 100vw, 768px" />											<figcaption class="widget-image-caption wp-caption-text">Default Hub navigation Link Item</figcaption>
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							<p>The biggest drawback here is that the navigation is not security trimmed, hence you’ll see items which you’re not allowed to see. Luckily the user will get an access denied when they click on one of the oof-limits items.</p><p>What happens in the background is that the hub navigation is stored in a hidden list, both in the Hub site, and a copy in each connected site in a hidden ‘<em>/_catalogs/hubsite</em><em>’ list.</em> The structure is e.g.</p><pre class="EnlighterJSRAW" data-enlighter-language="json">{"headerEmphasis":null,"themeKey":null,"name":"Projects Hub","url":"https://tenant.sharepoint.com/sites/ProjectsHub","logoUrl":null,"logoFileHash":0,"usesMetadataNavigation":false,"megaMenuEnabled":false,"navigation":[{"Id":2006,"Title":"Project 1","Url":"https://tenant.sharepoint.com/sites/Project1","IsDocLib":false,"IsExternal":false,"ParentId":1002,"ListTemplateType":0,"AudienceIds":null,"CurrentLCID":1033,"Children":[]},{"Id":2007,"Title":"Project 2","Url":"https://tenant.sharepoint.com/sites/Project2","IsDocLib":false,"IsExternal":false,"ParentId":1002,"ListTemplateType":0,"AudienceIds":null,"CurrentLCID":1033,"Children":[]}],"isNavAudienceTargeted":false,"siteDesignId":"00000000-0000-0000-0000-000000000000","requiresJoinApproval":false,"hideNameInNavigation":false,"parentHubSiteId":"00000000-0000-0000-0000-000000000000","relatedHubSiteIds":null}
</pre><h2>Option 2: Hub configuration – Audience targeting</h2><p>Luckily Microsoft extended the navigation with an option to add audience targeting to navigation items. You first need to enable this by editing the Hub navigation and then enable the option at the bottom of the hub navigation pane.</p>						</div>
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															<img width="300" height="121" src="https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationenableaudiencetargeting-300x121.png" class="attachment-medium size-medium wp-image-724" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationenableaudiencetargeting-300x121.png 300w, https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationenableaudiencetargeting.png 381w" sizes="(max-width: 300px) 100vw, 300px" />															</div>
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							<p>When you now create or update a navigation item, you will notice that an option ‘Audiences to target’ has been added.</p>						</div>
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							<p>This option does give us a way to limit access to a navigation item, but if you’re having a large navigation to manage, and all items need to be restricted … it will take you some time and follow-up.</p><p>The moment you add an audience to a navigation item, an icon will be added in the overview to indicate this.</p>						</div>
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															<img width="278" height="109" src="https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationmenuview.png" class="attachment-large size-large wp-image-726" alt="" loading="lazy" />															</div>
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							<p>In the background the hiddenlist is updated to reflect this change by adding an audienceID and by setting isNavAudienceTargeted to ‘true’.</p><pre class="EnlighterJSRAW" data-enlighter-language="json">{"headerEmphasis":null,"themeKey":null,"name":"Projects Hub","url":"https://tenant.sharepoint.com/sites/ProjectsHub","logoUrl":null,"logoFileHash":0,"usesMetadataNavigation":false,"megaMenuEnabled":false,"navigation":[{"Id":2006,"Title":"Project 1","Url":"https://tenant.sharepoint.com/sites/Project1","IsDocLib":false,"IsExternal":false,"ParentId":1002,"ListTemplateType":0,"AudienceIds":null,"CurrentLCID":1033,"Children":[]},{"Id":2007,"Title":"Project 2","Url":"https://tenant.sharepoint.com/sites/Project2","IsDocLib":false,"IsExternal":false,"ParentId":1002,"ListTemplateType":0,"AudienceIds":["d20ecec6-2f1b-4dd0-a737-5249b7ac538c"],"CurrentLCID":1033,"Children":[]}],"isNavAudienceTargeted":true,"siteDesignId":"00000000-0000-0000-0000-000000000000","requiresJoinApproval":false,"hideNameInNavigation":false,"parentHubSiteId":"00000000-0000-0000-0000-000000000000","relatedHubSiteIds":null}</pre><h2>Option 3: Results web part on a page</h2><p>The third option isn’t really a navigation solution, but rather a workaround roll-up to ensure security trimmed information is shown.</p><p>To achieve this, we revert to the “Highlighted Content” web part. With some basic settings, it can provide you with a security trimmed list of sites. In our example it’s easy, since each link in the hub navigation refers to a Project site, and each project site has one home page.</p>						</div>
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															<img width="660" height="420" src="https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationhighlightedcontentprojectsites.png" class="attachment-large size-large wp-image-730" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationhighlightedcontentprojectsites.png 660w, https://cresyl.eu/wp-content/uploads/2021/02/20210217-hubnavigationhighlightedcontentprojectsites-300x191.png 300w" sizes="(max-width: 660px) 100vw, 660px" />															</div>
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							<h2>Option 4: Development</h2><p>Since I’m not a developer (and I’m not soon going to become one <img class="emoji" role="img" draggable="false" src="https://s.w.org/images/core/emoji/13.0.1/svg/1f60a.svg" alt="&#x1f60a;" />), I looked at a couple of documented developed implementations, of which two showed some merit.</p><ul><li>Implement a completely custom security trimmed navigation: <a href="https://www.aerieconsulting.com/blog/security-trimmed-hub-navigation">Implement security trimmed navigation in your Hub Site (aerieconsulting.com)</a></li><li>Reuse the existing hub navigation: <a href="https://jcallaghan.com/2019/09/replicate-sharepoint-hub-site-navigation/">Replicate SharePoint Hub site navigation to other Hub sites – James Callaghan (jcallaghan.com)</a></li></ul><h2>Conclusion</h2><p>We saw 4 different ways to create a ‘trimmed’ navigation. And although neither of them gave the perfect answer, each can be used in its specific context.</p><p>Hub sites have their merits and their limitations; it is up to the information architect to look at the relationship and interdependencies to go for the correct solution.</p>						</div>
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														<span class="data-table-header-text">Option</span></th>
			        				            <th class="" id="" colspan="">
														<span class="data-table-header-text">Security trimming</span></th>
			        				            <th class="" id="" colspan="">
														<span class="data-table-header-text">Customizable</span></th>
			        				            <th class="" id="" colspan="">
														<span class="data-table-header-text">Easy to setup</span></th>
			        				            <th class="" id="" colspan="">
														<span class="data-table-header-text">Easy to maintain</span></th>
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			    </thead>
			  	<tbody>
											<tr>
																   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Default Hub Navigation</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">No</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">No</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																										</tr>
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																   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Hub Navigation with Audience targeting</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">No</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">No</div></div>
											</td>
																										</tr>
			        						<tr>
																   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Highlighted contents</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Limited</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																										</tr>
			        						<tr>
																   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Default Hub Navigation</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">Yes</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">No</div></div>
											</td>
																													   											<td colspan="" rowspan="" class="" id="">
												<div class="td-content-wrapper"><div class="td-content">No</div></div>
											</td>
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							<p>Maybe one could argue that it would be better not to use the Hub sites at all, then remember that Microsoft is working hard in bringing new features (such as syntex, site scripting, centralized color schemes) that will require a sound information structure where hub sites will play their part.</p>						</div>
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							Jim Ongena						</h4>
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						Jim has been an avid trainer, coach and consultant in SharePoint and Office 365 since 2006. He brings alternative insights along in each project he works on, and loves to share his knowledge. As a father of three young kids, you can see him playing taxi to get them from one hobby to the next. He loves reading sci-fi books and binge-watching sci-fi series and movies (damn you Netflix and Disney+ !)					</div>
				
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		<p>The post <a rel="nofollow" href="https://cresyl.eu/en/sharepoint/how-to-manage-hub-navigation-security-trimming/">How to manage Hub navigation security trimming</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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		<title>Some takeaways after working with the On-Premise data gateway</title>
		<link>https://cresyl.eu/en/power-apps/some-takeaways-after-working-with-the-on-premise-data-gateway/</link>
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		<dc:creator><![CDATA[Jim Ongena]]></dc:creator>
		<pubDate>Wed, 20 Jan 2021 22:12:45 +0000</pubDate>
				<category><![CDATA[Connections]]></category>
		<category><![CDATA[On-Premise Data Gateway]]></category>
		<category><![CDATA[Power Apps]]></category>
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					<description><![CDATA[<p>Some takeaways after working with the On-Premise data gateway</p>
<p>The post <a rel="nofollow" href="https://cresyl.eu/en/power-apps/some-takeaways-after-working-with-the-on-premise-data-gateway/">Some takeaways after working with the On-Premise data gateway</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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							<p>The past months I’ve been working with the <a href="https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-onprem#:~:text=The%20on%2Dpremises%20data%20gateway%20acts%20as%20a%20bridge.,Services%2C%20and%20Azure%20Logic%20Apps.">On-Premise data gateway</a>. The use case was as follows:</p><ul><li>The customer is planning to migrate to O365 soon</li><li>At the same time, they will redefine where data will be stored</li><li>But in the meantime, they need to improve the interaction of end-users in one of the processes</li></ul><p>We decided that Power Apps would be the easiest/cheapest solution to get a group of end-users in direct contact with their assignments. Since we didn’t want to invest in a full-blown migration yet, the Gateway seemed a good option. The installation is pretty straitforward, just follow the steps after <a href="https://go.microsoft.com/fwlink/?LinkID=820931">downloading the executable</a> to the on-prem server which will host the gateway..</p><p>As in all project, there are always things you must discover during the implementation.</p><p><strong>The first hurdle</strong> was the fact that we had to break our own governance rules, where we have separated environments in the Power Platform for development, test and production. The culprit: On-Premise data gateways can only be used in the default tenant (well done Microsoft). We lost some time in finding out why we couldn’t connect with our sites, and documentation-wise there isn’t much told on this.</p><p>If you’re also in need for Gateways being available in different environment, don’t hesitate to vote on <a href="Idea%20Exchange">Idea Exchange</a>.</p><p><strong>A second hurdle</strong> was the lack of visibility due to the fact that you must use the default environment for all gateway connections.</p>						</div>
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										<img width="768" height="252" src="https://cresyl.eu/wp-content/uploads/2021/01/gatewayconnectionsoverview-768x252.png" class="attachment-medium_large size-medium_large wp-image-483" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2021/01/gatewayconnectionsoverview-768x252.png 768w, https://cresyl.eu/wp-content/uploads/2021/01/gatewayconnectionsoverview-300x98.png 300w, https://cresyl.eu/wp-content/uploads/2021/01/gatewayconnectionsoverview-1024x336.png 1024w, https://cresyl.eu/wp-content/uploads/2021/01/gatewayconnectionsoverview-1536x503.png 1536w, https://cresyl.eu/wp-content/uploads/2021/01/gatewayconnectionsoverview-600x197.png 600w, https://cresyl.eu/wp-content/uploads/2021/01/gatewayconnectionsoverview.png 1666w" sizes="(max-width: 768px) 100vw, 768px" />											<figcaption class="widget-image-caption wp-caption-text">Power Platform Connections List</figcaption>
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							<p>By default, the naming uses the creator’s address and the connection type. At the moment, this is something you cannot change. But again, if you’d like to see this updated, you can via a vote on <a href="https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Friendly-names-for-connections/idi-p/145075">Idea Exchange</a>.</p><p>A third hurdle was to get to know the limitation on the Gateway when you want to connect with SharePoint on-prem and Power Apps. Things which are easy when working completely in O365, can become an issue here.</p><ul><li>The gateway is supported for the 6 last versions</li><li>Only one gateway can be installed on a server to be used generally (but you can add other personal ones for use with Power BI)</li><li>Documentation is rudimentary, you’ll find more information in for a and blog posts</li></ul><p>Was the choice for Data Gateway the best one? We still believe so, but if we had known some of the issues beforehand, we would have changed naming conventions, and the management in general.</p>						</div>
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						<h4 class="elementor-author-box__name">
							Jim Ongena						</h4>
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						Jim has been an avid trainer, coach and consultant in SharePoint and Office 365 since 2006. He brings alternative insights along in each project he works on, and loves to share his knowledge. As a father of three young kids, you can see him playing taxi to get them from one hobby to the next. He loves reading sci-fi books and binge-watching sci-fi series and movies (damn you Netflix and Disney+ !)					</div>
				
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		<p>The post <a rel="nofollow" href="https://cresyl.eu/en/power-apps/some-takeaways-after-working-with-the-on-premise-data-gateway/">Some takeaways after working with the On-Premise data gateway</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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		<post-id xmlns="com-wordpress:feed-additions:1">478</post-id>	</item>
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		<title>Planner and Permissions &#8211; a quick decision tree</title>
		<link>https://cresyl.eu/en/planner/planner-and-permissions-a-quick-decision-tree/</link>
					<comments>https://cresyl.eu/en/planner/planner-and-permissions-a-quick-decision-tree/#respond</comments>
		
		<dc:creator><![CDATA[Jim Ongena]]></dc:creator>
		<pubDate>Sat, 21 Nov 2020 22:09:21 +0000</pubDate>
				<category><![CDATA[Office 365]]></category>
		<category><![CDATA[Permissions]]></category>
		<category><![CDATA[Planner]]></category>
		<category><![CDATA[Teams]]></category>
		<guid isPermaLink="false">https://cresyl.eu/?p=243</guid>

					<description><![CDATA[<p>When people are using Teams, they often are confronted with the way permissions and apps are integrated. In this post I’m specifically going to look at using Planner in combination with Teams.</p>
<p>The post <a rel="nofollow" href="https://cresyl.eu/en/planner/planner-and-permissions-a-quick-decision-tree/">Planner and Permissions &#8211; a quick decision tree</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="243" class="elementor elementor-243">
									<section class="elementor-section elementor-top-section elementor-element elementor-element-16206fba elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="16206fba" data-element_type="section">
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							<p>When people are using Teams, they often are confronted with the way permissions and apps are integrated. In this post I’m specifically going to look at using Planner in combination with Teams.</p><h4>The default scene</h4><p>Let’s start easy, the standard approach is where a user is member of an existing Teams and wants to add a Planner Tab. This is easy to do using following steps:</p><ul><li>Navigate to your Teams</li><li>Select the +-icon to add a new tab</li><li>Select the Planner</li></ul>						</div>
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										<img width="768" height="488" src="https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-addplannertab-768x488.png" class="attachment-medium_large size-medium_large wp-image-256" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-addplannertab-768x488.png 768w, https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-addplannertab-300x191.png 300w, https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-addplannertab-600x381.png 600w, https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-addplannertab.png 885w" sizes="(max-width: 768px) 100vw, 768px" />											<figcaption class="widget-image-caption wp-caption-text">Selecting Planner</figcaption>
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									</div>
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							<ul><li>Give your Planner a name</li></ul>						</div>
				</div>
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										<img src="https://cresyl.eu/wp-content/uploads/elementor/thumbs/planner-teams-namingplannertab-oyrhgzcv7e3v4otksriveh3c2gtvo0a4pl09xf4ikg.png" title="planner-teams-namingplannertab" alt="planner-teams-namingplannertab" loading="lazy" />											<figcaption class="widget-image-caption wp-caption-text">Naming your new Planner Tab</figcaption>
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							<ul><li>Click Save, and your tab is added</li></ul><p>You see, so easy to create a new Planner tab. Advantage here is that the newly created Planner automatically inherits permissions from the Teams’ Group.</p><h4>The scenes where they ask you ‘why doesn’t it work’</h4><p>And of course you’ll get those calls from users who want to make Plans in the strangest combinations, and who do not want to understand some of the limitations. To make it easier to explain, I’ve drawn up a decision tree:</p>						</div>
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															<img width="1024" height="577" src="https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-decisiontree-2-1024x577.png" class="attachment-large size-large wp-image-308" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-decisiontree-2-1024x577.png 1024w, https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-decisiontree-2-300x169.png 300w, https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-decisiontree-2-768x433.png 768w, https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-decisiontree-2-1536x866.png 1536w, https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-decisiontree-2-600x338.png 600w, https://cresyl.eu/wp-content/uploads/2020/11/planner-teams-decisiontree-2.png 1824w" sizes="(max-width: 1024px) 100vw, 1024px" />															</div>
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							<h4>Conclusion</h4><p>When users ask you to create them a new Plan, ask the right questions so that you don’t run into problems further down the line.</p>						</div>
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		<p>The post <a rel="nofollow" href="https://cresyl.eu/en/planner/planner-and-permissions-a-quick-decision-tree/">Planner and Permissions &#8211; a quick decision tree</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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		<title>Understanding how Share-links are built in SharePoint and OneDrive</title>
		<link>https://cresyl.eu/en/office-365/understanding-how-share-links-are-built/</link>
					<comments>https://cresyl.eu/en/office-365/understanding-how-share-links-are-built/#respond</comments>
		
		<dc:creator><![CDATA[Jim Ongena]]></dc:creator>
		<pubDate>Thu, 12 Nov 2020 21:49:41 +0000</pubDate>
				<category><![CDATA[Office 365]]></category>
		<category><![CDATA[OneDrive]]></category>
		<category><![CDATA[SharePoint]]></category>
		<category><![CDATA[Sharing]]></category>
		<guid isPermaLink="false">https://cresyl.eu/?p=200</guid>

					<description><![CDATA[<p>With Office 365 sharing has become easier than ever before. Both in SharePoint and OneDrive Microsoft is pushing the use of sharing links instead of copying files (which from an information management perspective is the best way to go).</p>
<p>The post <a rel="nofollow" href="https://cresyl.eu/en/office-365/understanding-how-share-links-are-built/">Understanding how Share-links are built in SharePoint and OneDrive</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="200" class="elementor elementor-200">
									<section class="elementor-section elementor-top-section elementor-element elementor-element-6c8957a elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="6c8957a" data-element_type="section">
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					<div class="elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-763d1fd" data-id="763d1fd" data-element_type="column">
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							<p>I recently got multiple questions from several customers regarding the way the Share-links are being built in SharePoint and OneDrive. Now for the most part it’s easy to explain, but when going through the link, I noticed that things had changed since I looked at this the last time.</p>
<h4>Sharing files with people</h4>
<p>With Office 365 sharing has become easier than ever before. Both in SharePoint and OneDrive Microsoft is pushing the use of sharing links instead of copying files (which from an information management perspective is the best way to go).</p>						</div>
				</div>
				<div class="elementor-element elementor-element-223c027 elementor-widget elementor-widget-image" data-id="223c027" data-element_type="widget" data-widget_type="image.default">
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												<figure class="wp-caption">
										<img width="768" height="544" src="https://cresyl.eu/wp-content/uploads/2020/11/SharingFileDialog-768x544.png" class="attachment-medium_large size-medium_large wp-image-215" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2020/11/SharingFileDialog-768x544.png 768w, https://cresyl.eu/wp-content/uploads/2020/11/SharingFileDialog-300x212.png 300w, https://cresyl.eu/wp-content/uploads/2020/11/SharingFileDialog-600x425.png 600w, https://cresyl.eu/wp-content/uploads/2020/11/SharingFileDialog.png 877w" sizes="(max-width: 768px) 100vw, 768px" />											<figcaption class="widget-image-caption wp-caption-text">Sharing settings dialog</figcaption>
										</figure>
									</div>
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				<div class="elementor-element elementor-element-698dc6f elementor-widget elementor-widget-text-editor" data-id="698dc6f" data-element_type="widget" data-widget_type="text-editor.default">
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							<p>Now the moment that you shared something, you’ll notice that a special URL is generated, such as:</p><p><a href="https://.sharepoint.com/:u:/s/Playground/EaGfaDqQredKm8HIr6LlMQEBJm9f4s0iVsghQDEnEUlLGQ?e=hreQk4">https://.sharepoint.com/:u:/s/Playground/EaGfaDqQredKm8HIr6LlMQEBJm9f4s0iVsghQDEnEUlLGQ?e=hreQk4</a></p><p><a href="https://.sharepoint.com/:u:/s/Playground/ER36Ag-lsyxOpo6YHV1E-bMBxtauCdbdo-SMHCnrQXqjtQ?e=szirtB">https://.sharepoint.com/:u:/s/Playground/ER36Ag-lsyxOpo6YHV1E-bMBxtauCdbdo-SMHCnrQXqjtQ?e=szirtB</a></p><h4>Digging into the URL-structure</h4><p>The structure of this url isn’t a complete coincidence (or what were you thinking). You’ll notice that within the URL there are specific blocks:</p>						</div>
				</div>
				<div class="elementor-element elementor-element-f9016f0 elementor-widget elementor-widget-image" data-id="f9016f0" data-element_type="widget" data-widget_type="image.default">
				<div class="elementor-widget-container">
												<figure class="wp-caption">
										<img width="1024" height="348" src="https://cresyl.eu/wp-content/uploads/2020/11/SharingURLStructure-1024x348.png" class="attachment-large size-large wp-image-216" alt="" loading="lazy" srcset="https://cresyl.eu/wp-content/uploads/2020/11/SharingURLStructure-1024x348.png 1024w, https://cresyl.eu/wp-content/uploads/2020/11/SharingURLStructure-300x102.png 300w, https://cresyl.eu/wp-content/uploads/2020/11/SharingURLStructure-768x261.png 768w, https://cresyl.eu/wp-content/uploads/2020/11/SharingURLStructure-1536x521.png 1536w, https://cresyl.eu/wp-content/uploads/2020/11/SharingURLStructure-2048x695.png 2048w, https://cresyl.eu/wp-content/uploads/2020/11/SharingURLStructure-600x204.png 600w" sizes="(max-width: 1024px) 100vw, 1024px" />											<figcaption class="widget-image-caption wp-caption-text">Structure of a sharing link</figcaption>
										</figure>
									</div>
				</div>
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							<p>In this link we can see following components:</p><p><span style="font-weight: var( --e-global-typography-text-font-weight );">A. The first part is the URL of your tenant and is also the already present main site collection URL</span></p><p><span style="font-weight: var( --e-global-typography-text-font-weight );">B. This part defines the type of document you are sharing.</span></p><ul><li>b – pdf-files</li><li>f – folder</li><li>o – Onenote file</li><li>p – powerpoint file</li><li>t – txt-file</li><li>u – web page link, audio files, visio, zip, publisher, mail, and all other file types which have no dedicated letter</li><li>v – video files</li><li>w – word-document</li><li>x – excel-file</li></ul><p><br />C. the third part defines the type of sharing which is being used</p><ul><li>s – the file being shared is only to be read, there is no distinction whether the file can be downloaded or not</li><li>r – restricted sharing with people which already have access to the file.</li></ul><p>D. If the shared file resides in a specific site, the name of that site will be shown here. There is not difference made if the file library is in a site collection top level, or in a subsite</p><p>E. A 24-character anonymized reference to the file you want to share. If you shared the item with people who already have access, this is replaced with the path to the file (library/filename).</p><p>F. An internal character set to define further details regarding the sharing. If the item was shared to one specific user, the set contains less characters, but an extra parameter ‘email’ is added containing the mail-adress to which is was shared.</p><p>E. This parameter section is added by default behind each share-link.</p><ul><li>d= xxxx – this will help creating a unique URL to allow opening the file in the browser. If you remove this parameter, you’ll get a download request. This parameter is only added when you share with People with existing access.</li><li>Csf=1 – added when sharing with People with existing access</li><li>Web=1 – opens the file in the browser</li><li>E= xxxx &#8211; The purpose of this parameter isn’t really known; if you remove it, the Share will work the same way.</li></ul><p>The fun part is that in most cases the parameters can be removed from the url, and it will just keep on working <img class="emoji" role="img" draggable="false" src="https://s.w.org/images/core/emoji/13.0.0/svg/1f60a.svg" alt="&#x1f60a;" />.</p><p>I hope this post was of value, if you would have any remarks or idea’s, just get in touch.</p>						</div>
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		<p>The post <a rel="nofollow" href="https://cresyl.eu/en/office-365/understanding-how-share-links-are-built/">Understanding how Share-links are built in SharePoint and OneDrive</a> appeared first on <a rel="nofollow" href="https://cresyl.eu/en/home">cresyl.eu</a>.</p>
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