Category Archives: SharePoint Designer

SharePoint Virtual Summit 2017

The 2017 SharePoint virtual summit took place last week. The previous year had seen a brave new bold redesign of SharePoint into a modern experience. This year we had exciting new announcements building on last year’s vision.

New OneDrive and SharePoint Sync Client

The new version of OneDrive sync client will map out the entire contents of SharePoint and OneDrive libraries without syncing them across. Documents will only be synced when requested on-demand or when a document is opened and edited.

OneDrive Files On Demand

This is great news and solves two problems faced by OneDrive users:

  • Large OneDrive/SharePoint libraries consumed large amounts of local storage syncing across
  • Possibility of errors when large numbers of files synced at once

A new unified sharing interface will be rolled out across OneDrive and SharePoint for a simpler experience. This feature will also be available in windows explorer.

SharePoint Virtual Summit

Communication portals

SharePoint released a new experience team site last year. It has now matured with developers creating third party web parts using the SharePoint Framework. Microsoft have now released a new type of site called a communication portal. This site replaces the older publishing sites used for company intranets. Although the new site is responsive out-of-the-box, we can now apply custom branding and functionality extending this into a true intranet experience.

SharePoint Communication Portal

Integration with Flow and PowerApps

These two new Office 365 apps are gaining momentum as modern replacements for SharePoint Designer Workflows and InfoPath Forms Designer.

Microsoft Flow creates workflows that can integrate with almost any product including Google Calendar, Twitter, Slack and a whole host of other services. Flow will have tighter integration with SharePoint and Flows can be created directly from list views.

PowerApps empowers users to create useful mobile friendly apps with no code for SharePoint and OneDrive. This has now been extended to integrate directly into a SharePoint page. PowerApps can now act as the custom form for SharePoint list data. This was a task previously done using InfoPath Designer or custom code.

SharePoint with PowerApps and Microsoft Flow

There was also news of a more powerful personalised search and much more. You can read the Microsoft review from Jeff Teper here.

So, it’s another exciting year ahead for the SharePoint and Office community!

Machine Learning with Cognitive Services API in Microsoft Flow

I recently attended a fascinating talk on machine learning by Martin Kearn and an implementation of this in Microsoft Flow by Mark Stokes. Did you know that there are APIs to access machine learning functionality via Microsoft’s Cognitive Services API? Did you also know that you can easily connect to these services in Office 365?

Microsoft Flow

Take a look at the available APIs and try them for free here.

The APIs give you access to computer vision, face emotion, face detection, text analytics, translators and much more. Microsoft have really opened up machine learning to the average developer (or non-developer)!

In this blog post, I’m going to show you how to use the text analytics cognitive API in Microsoft Flow without any code at all. If you are not familiar with Flow, check out some of my earlier posts.

Starting in Microsoft Flow, search the templates for “Text analytics”. Some interesting starter templates appear including analysing text for positive or negative sentiment via Twitter, Yammer and email. The returned sentiment value can then be used to start an action or chain of events. Have you ever wanted to be alerted to a negative email from the boss? Well now there is a template for it!

Microsoft Flow

In this example, I’m going to use the “Get emails for positive tweets” template. I want to get notified by email when I receive tweets which are very positive in sentiment.

Microsoft Flow

From this screen, you can see that the services involved in this Flow are Twitter, Text Analytics and Mail. Select “Use this template” and sign into each service.

When you get to the Text Analytics service, you will be required to enter a connection name and account key. To get this go to the Azure Text Analytics site and sign up for a free account (if you don’t already have one) by going to Getting started.

Once you have the account setup, navigate to your account keys in the Azure portal (as shown below).

Microsoft Azure Sentiment API

Copy and paste the account name and key 1 into the Flow connector.

Microsoft Flow connectors

In my Flow, I have used the hashtag #msflowtextanalytics as my trigger. If anyone uses that hashtag on Twitter, it will start the Flow.

Microsoft Flow

I’ve left the condition as 0.7. This means if the API returns a 70% positive sentiment rating, it will send the email.

Microsoft Flow Email properties

Finally, fill in the email details to complete the Flow. The template email will show who sent the positive tweet and the sentiment score from the API.

Publish the Flow and go to Twitter to test it out.

Twitter hashtag tweet

The Flow can take around 2 minutes to run but you should eventually receive an email with the name of the person sending the tweet and the score from the sentiment API.

Microsoft Flow Email

There are many uses for this in real world scenarios. Marketing and PR departments could use a very similar template to detect any negative tweets. That could then trigger an email for manual intervention or you could automatically direct message the user and open a support ticket. It could save huge amounts of time watching and sorting through thousands of tweets manually.

There are connectors for SharePoint, Instagram, Office 365 Email, and much much more. Imagine integrating all of these separate systems into one workflow (you couldn’t do that in SharePoint Designer).

Exciting times for machine learning and very powerful tools for those of us who are not developers or data scientists.

Integrating Google Calendar Data with SharePoint using Microsoft Flow

It can be time consuming to update multiple calendars. You can now setup custom flows using Microsoft Flow to copy and edit data between the two calendars.

Google Calendar to SharePoint

In the example below, I create a Microsoft Flow to detect when a new Google Calendar item is added and then create a new item in a SharePoint calendar.

First of all, open Microsoft Flow.

Microsoft Flow

Select “Create from blank” to open the flow editor

Search for the correct trigger by typing “Google” into the search box. You should see “Google Calendar – When an event is added to a calendar”. We will use this trigger to detect when a new item is added to the Google calendar.

Google Calendar trigger

When prompted, sign into your Google account and allow access to the calendar.

We are now going to add another step to the flow to add the items into our SharePoint calendar. Click “New Step” and then Add an action.

New flow step

Search for “SharePoint – Create item”, add the URL and list name. This should load up all the calendar new item fields.

Click in each field and select the output from the previous step (the google calendar data). You may wish to populate the Title, Start Time, End Time, Location and Description.

New SharePoint calendar item

Select “Create flow” when you are ready to publish the new task. It can take a few seconds for the task to run once the Google calendar item has been added. You can check the progress and status of the task from the Flow site.

There are other things to consider when setting this up such as all day events, recurrence, editing items and deleting items. However, you should be able to extend the logic in the flow to handle these data types. Below is a video guide going through the process.

Creating a simple Microsoft Flow for a SharePoint list

For anyone using the new style SharePoint lists, there is now a new action for Microsoft Flow integration. It’s a really cool product that integrates all the Office 365 products (and more) into your workflow.

SharePoint Designer workflows still have their place but the Microsoft Flow interface offers rich functionality and is easy to view and structure workflows.

One downside to using Microsoft Flow is the error messages. They come back as error messages from the REST API as headers which can be very confusing for non-technical users. SharePoint Designer errors were much clearer and easy to understand for general users.

In the video below, I go through quickly creating a Microsoft Flow from a new style SharePoint list in an Office 365 group site.

Creating a new SharePoint framework project using NodeJS

It’s finally been released as a preview! Please note that backwards compatibility will not be supported so don’t start any production work yet, this is for testing and feedback only!

It can be downloaded from GitHub now, I go through the process below but the official instructions are here (and really straightforward):

Getting familiar with the new environment

It takes some practice and learning to understand how the node package manager works along with Gulp and Yeoman. It can be a steep learning curve but there are some great Angular tutorials to help get familiar with the setup and technologies.

Error messages and path limitations

Even creating a new project can generate a large amount of errors. It’s important to get familiar with these errors and how to resolve them.

One important item to consider when creating a new project is the project path. The project folder structure can get very large and reach the limit allowed on windows machines. Try creating all the projects in a short path such as “C:\dev” to avoid hitting that limitation when generating projects.

Node Package Manager

Before starting, install NodeJS.

Install Yeoman and Gulp

All the other pre-requisites are installed via the NodeJS command line. It is very easy to add frameworks and components using this method.

Yeoman is a generator which will gather all the frameworks required and pull them down into the project. It is marketed as a scaffolding tool for modern WebApps. SharePoint has a Yeoman generator, this creates the project and downloads any dependencies.

Gulp is a JavaScript task runner. It provides a workflow to build, compile and optimise libraries and stylesheets. It also refreshes the browser as changes are made. Gulp will load the SharePoint workbench and refresh any changes made to the code live.

Yeoman and Gulp are installed from the NodeJS command line using the following line:

npm i -g yo gulp

Install the Yeoman SharePoint generator

The Yeoman generator for SharePoint is very similar to the old Visual Studio templates. Download the Microsoft SharePoint generator using the following line:

npm i -g @microsoft/generator-sharepoint

Creating a new project

Open up the NodeJS command line and navigate to your project folder (remember to keep the path short). Run the following line to create the new SharePoint web part project template:

yo @microsoft/sharepoint

Follow the instructions for entering the project details. Errors may appear on the screen which will need to be resolved at some point. This process takes around 20 to 30 minutes.

Running the SharePoint workbench

Test the new project template by running this command:

gulp serve

SharePoint workbench

The SharePoint workbench runs locally (so there isn’t a dependency to have a SharePoint farm or tenancy setup in the development environment).

Editing the code

Any text editor can be used to make changes to the code but it’s worth looking at Visual Studio Code. It is free!

These open source solutions are platform dependant so these projects don’t have to be created on a windows PC.

More resources

There are some detailed blog posts on all of the items skimmed above. Please read them and get up to speed with NodeJS before diving straight in with SharePoint.

Stefan Bauer’s blog posts on NodeJS and the SharePoint Framework
Chris O’Brien’s SharePoint Framework blog posts
Setup your environment
Official Microsoft starter tutorials

The future of SharePoint

The future of SharePoint event took place last night live from San Francisco. It was a live online event open to all which was watched by thousands of SharePoint fans across the globe. Microsoft renewed its commitment to SharePoint and the SharePoint brand by announcing the renaming of the sites tile in Office 365 to SharePoint and the release of a new SharePoint mobile app.


It was a very exciting glimpse into the future of SharePoint (both on-premises and online). A completely new revamped UI for team and publishing sites and a slick editing experience. One of the flaws with the current SharePoint experience is the inheritance of older SharePoint site templates and libraries which has only incrementally improved over time. Frustratingly this has left users with a poor mobile experience and a clunky, more complex editing process. Even the current SharePoint 2013 mobile site looks more like an ancient WAP site designed for a Nokia 7110. Below is a sneak peak as to what the new team site may look like. Above is a preview of the new SharePoint app.


New document library experience

This has already rolled out to some tenancies. It gives a fresh look to document libraries which puts them in-line with the OneDrive experience and the SharePoint mobile view. The classic view will still be supported if you are using JS client side rendering, workflows or specific custom views. One downside to the new experience is the loss of any branding, however you could add document libraries to pages if you wanted to keep this. Users can pin files to the top of the page and get really nice previews of documents. Administrators can override end users to choose either the classic or new view of document libraries (see details here).

Design and development

The new improvements in the interface mean not only a fully responsive design but also a mobile app experience on iOS, Android and Windows. SharePoint is also moving away from the iframe app part model allowing more fluid and responsive web parts. For designers and developers there is now a new SharePoint framework (to be released later this year) which doesn’t depend on Visual Studio or any server-side development. Using JavaScript open source libraries we will soon be able to create design experiences which apply to both the browser and mobile apps.

There was several indications that design was moving this way over the last few years. Check out my earlier posts on moving from custom master pages to JS actions and client side rendering. Using these client side technologies was the first step in preparing ourselves for the new client side rendering experience for the next generation of SharePoint portals. I’m very excited to get stuck into the new SharePoint framework technologies (please release it soon Microsoft!). If you can’t wait to get started, you can start by learning the new technologies which will be used to develop against the SharePoint framework such as nodejs, Yeoman, Gruntjs and all the open source JavaScript frameworks which interest you. There is a good post on how to get hold of all these applications and packages on this blog post by Stefan Bauer. You can also view the full development lifecycle processes that Microsoft recommend in their latest video previewing the new framework below.

Microsoft Flow

Microsoft Flow is a new tool in the SharePoint toolbox. It’s a new way to get data into SharePoint and perform workflows using custom logic. It doesn’t replace InfoPath or SharePoint Designer but I can see many uses for it in a business process environment and sales. It extends workflow functionality out of SharePoint using templates or custom written apps. For examples you can have a flow which picks up tweets from Twitter and puts them into a SharePoint list. Very interesting to see how this product develops with SharePoint. You can find out more on the flow website.

Microsoft PowerApps

Create your own mobile apps in a few simple steps from lists and libraries in SharePoint without having to write any code. This could be a mobile app or just a web app. In fact you can do this from the browser from any list in a few simple steps. This could be a SharePoint list view or a web part. The PowerApps will be available from within the SharePoint app. I’m assuming you will be able to pin these apps to your start screen like you can with OneNote notebooks and pages. You can find out more about Power Apps on the website.

More updates to come…

How to stop using custom master pages when branding SharePoint

With the rise of Office 365 and SharePoint online, the ancient practice of using a custom master page to brand a SharePoint site is coming to an end. SharePoint online has many incremental changes, bug fixes and improvements to the Seattle master page meaning that if you have taken a copy of this Master Page to apply your branding, you could be missing out on the constant evolution of SharePoint online.

Custom Master Pages can still be used but Microsoft recommend against this now. The good news is that we can make exactly the same branding changes without having to use a custom master page.

I will briefly mention that you can create themes for SharePoint very quickly using Microsoft’s free tool which can be downloaded from here. Great for quick colour palettes and background images but not great if you want a responsive or more custom design.

Custom master pages (for branding purposes) tended to have a small number of adjustments such as:

  • Custom HTML (maybe for a menu container)
  • Links to CSS files (for responsive styling and branding)
  • Links to JavaScript files (for use of jQuery and additional libraries)

Link to custom CSS file

A link to a custom CSS file is recommended for advanced branding changes. This won’t affect any improvements to the default Seattle master page however you may need to update the CSS from time to time to reflect any interface changes. The alternative CSS link can be set via the GUI on a publishing site or by CSOM on any site.

As a designer, you will be aware that you can’t do everything in CSS such as placeholders for menus or other interactive content or run JavaScript.

Inject JavaScript

JavaScript and HTML plays a big role in most branding exercises. It could be DOM manipulation, a responsive menu, sliding effects or responsive background slideshows and JavaScript tends to be a requirement on most projects. Luckily there is some more good news, JavaScript can be added to a site without editing the Master Page by adding custom actions.

You should already be storing JavaScript in external files (in the Style Library) rather than embedding on the master page. So the only change is to inject these JavaScript files rather than reference them on the MasterPage. This can be done via CSOM (I use the PowerShell method).

#Run all of your lines to load the context of the site collection

#add custom js injection action
$customJSAction = $site.UsercustomJSActions.Add();
$customJSAction.Location = “ScriptLink”;
#reference to JS file
$customJSAction.ScriptSrc = “~SiteCollection/Style Library/JS Display Templates/test.js”;
#load it last
$customJSAction.Sequence = 1000;
#make the changes

You can use the same objects to remove all the custom actions and list them. You can find out more information and the C# examples here.


Although this is a different way of thinking about branding, in the long run, it’s cleaner and more reusable than custom master pages. Your customers will have a better experience in Office 365 but even CSS and DOM manipulation may need updating as SharePoint evolves.

Some really useful examples and more detailed explanations can be found on Vesa Juvonen’s Ignite talk. In Vesa’s example he uses Visual Studio and Apps to deploy the CSS and JS.

In the video at the top of the post, I quickly go through the process of setting alternative CSS and JavaScript custom actions.

How to render display template on a list view

This blog post is a bit more technical than my previous entries. Just recently, I was required to show two different views of a list on the same page (both styled with JS Display Templates). It’s relatively straight forward when you know how to quickly get the view GUID from the web part.

JS Display template only applying to one web part

You may have seen in other posts that you can get the GUID of a view by going to the edit view page and grabbing it from the URL encoded string. However this doesn’t always work for web parts added to the page as they tend to get thier own unique “current view”.

There is a really easy and quick way of finding this GUID using an alert in your JavaScript Display Template. When you are working with the current list object, in my example below “ctx”, you can get the view GUID from this object by calling “ctx.view”. Wrap that up in an alert and the alerts will render from top to bottom on the page and display each web part view GUID.


Once you have the GUID, use another if statement in your code to set the base view id. Now your JavaScript only applies to that one view for the list.

if (ctx.view === "{07BC665B-0274-42D2-97BF-8EBEA8B72436}") {
	//Override the BaseViewID if it's the one we want.
	ctx.BaseViewID = 722;                

Creating a simple SharePoint Workflow to send an email

I have made the video below on how to create a basic SharePoint workflow to send emails. This could be used for sending out remittance advice (like in the example below) but it could also be used with additional workflow logic for sending out help desk emails, renewal reminders, etc.

Hope you find it useful, please feel free to contact me at Cloud Design Box if you have any further questions. I’ll try and make a full blog post on this subject with screenshots as soon as I get chance.

Using SharePoint Groups

What is a SharePoint group?

A SharePoint group is a group of users which can be used to permission a site. Groups can be re-used around the site collection and can be used to permission, sites, lists, libraries, folders and items. Using SharePoint groups allows the administrator to control access without having to edit individual permissions, only the SharePoint group membership requires editing rather than each permission level.

Creating a SharePoint Group

Select “Site settings” from the SharePoint menu.

SharePoint Group Permissions

Select “People and Groups” from the “Users and Permissions” menu.

SharePoint Group Permissions

Select “Groups” on the left side menu, this will show a list of all the groups on the site collection.

SharePoint Group Permissions

Create a new group by selecting “New Group” from the “New” drop down menu.

SharePoint Group Permissions

Enter a name and description for the new group.

SharePoint Group Permissions

The Group owner has overall control of the group settings and members. This is usually either an administrator or someone you have delegated the running of the group to.

SharePoint Group Permissions

You can decide to keep the membership of the group private to the users in the group or let everyone see the group membership. There is also an option to allow group members to edit the membership of a group. This is great for collaborative sites where members may wish to share with others without having to go to the group owner. It helps remove some of the burden from the group owner and can open up sharing and collaboration without admin intervention.

SharePoint Group Permissions

Membership requests allow users who are not members of the group, the ability to request membership. This can be set to auto-accept which is useful for open groups or the requests can be sent to an email address for approval by the group owner (or members if this option was enabled earlier).

SharePoint Group Permissions

Permission levels can be set when creating the group. Please note that setting permissions here will only apply to the site which you are currently on. It is advised that you create the group without any permissions and then go back into the sites to add relevant permissions to avoid any confusion.

Click “Create” to finish setting up the group.

Adding members to the group

Once the group has been created, you may notice that the only member is the group owner. Additional users can be added by going to the “Add Users” option under the “New” menu.

SharePoint Group Permissions

Enter the name(s) of the members(s) you wish you add to the group. Under advanced options, you will see that the default setting is to send an email to any users added to the group. This is optional and can be deselected. In addition to this, you can customise the personal message in the email invitation for these users.

Note: Active Directory security groups can also be added here if using DirSync (in Office 365)

SharePoint Group Permissions

Click Share to add the users to the group.

Permissioning a site with a SharePoint Group

Once the group has been created, it can be used to permission subsites, lists, libraries, folders and even items. To give the group’s members permissions on a SharePoint site, first navigate to the SharePoint site itself.

Select “Site Settings” from the menu.

SharePoint Group Permissions

Select “Site permissions” from the “Users and Permissions” menu.

SharePoint Group Permissions

Select “Grant Permissions” from the “Permissions” tab.

SharePoint Group Permissions

As you start to type in the name of the group, SharePoint will pick up the group name.

SharePoint Group Permissions

Click “SHOW OPTIONS” to view the permission levels.

Select a permission level from the drop down and decide whether you would like to send an email to the group.

SharePoint Group Permissions

Avoid adding the group to another SharePoint group (this is usually the default option and can over complicate your permissions). Use one of the permission levels available:

  • Read – Can view the site but cannot edit any items or pages
  • Contribute – Can add, edit and delete list items. User cannot create new apps or sites.
  • Design – Users have contribute but in addition, they can also create and delete apps and subsites. Apply themes and designs.
  • Full Control – Users can do anything on the site including change permissions (usually admins only)

There are other permission levels, you can also specify your own. For a full reference of permission levels please see the Microsoft site:

Microsoft Office 365 Support – Permissions