Відео

Sadly, the lists issues continue, and it's really unfortunate.

They have deployed and pulled back a few times, I believe, because they spotted issues. There are also several types of customizations that prevent the new List UI from appearing; this is on a list by list basis. Filtering is just a bit of a mess. Hopefully they will get this stuff fixed soon.

@@MarcDAnderson Fully agree on that. I must say I love the new layout only miss the pane for the item. ^Paul Keijzers

With regard to the updated Microsoft Lists UI appearing and disappearing that would be because you have some type of SPFx extension (or other customization) on the list which the newer Microsoft Lists UI cannot handle and so it was automatically dropping back to the modern lists experience. That wasn't going well and there were a lot of issues raised about it. They are attempting to start the rollout again and if you see issues they're looking to get the feedback on this github issue: github.com/SharePoint/sp-dev-docs/issues/9944

@@juliemturner that is really interesting because I don’t have any customization on there checked multiple tenants maybe it is due to a European tenant

@@kbworks_eu Huh... interesting.. I have no idea but I know the Microsoft Lists UI is theoretically supposed to be rolled out everywhere except if you have any classic features or customizations enabled that aren't supported.

Thanks, glad you enjoyed our presentation (and antics I suppose too)

We even let Todd go first!

The video takes you through the main steps. Each one we build is a little different based on the metadata that's important, how the content should be displayed, etc.

@@MarcDAnderson I eventually figured it out, thanks. Now my problem is, trying to connect the search web part to filter out the results on the results web part. It is just showing every document. I am making progress though, thanks

@danya1383 - The new functionality for using Microsoft Forms to customize your data entry experiences is currently rolling out to all tenants. As you mentioned you can see it in your tenant. It is currently in one of mine and not the other. Once you create the MS Form you will have the ability to share the form. That will give you a URL to the new MS Form. You can embed this in a SharePoint page on your intranet using the Embed webpart and using the Iframe option like so < src="{enter the copy link here}" width="100%" height="500px"></>. This works when you create the list in a SharePoint site. It does not work when you create the list in the Microsoft Lists app. You can also cross different site collections in your intranet so you could have the list live in a HR site and embed the form on your root site. I hope this helps.

@@DerekC-P This is VERY helpful, thank you!!

HAHAHA -- Yes Patrick is incredibly polite, it's one of his superpowers!

You can't just move one video using the migration tool. You could migrate the entire container and delete all the other items or you could download the one video you want to migrate and upload it in the new location. Doing that you would not have the metadata associated with the video anymore, although if you documented the metadata you could use a tool like ShareGate to set the metadata on the video once you upload it to the new location. If you have some experience with coding you could try to edit the migration tool script to just migrate that one asset. We have converted those PowerShell scripts to a Node application that we use to do an export of all the metadata on all the assets so I am sure you can reverse engineer it to migrate assets by ID however for one asset this is probably overkill.

In addition to this issue, I tried using the Calculate field but if Title is blank then the value is set to 0. PNP search sees all empty Titles elements as "float;#0" and items with a title as "string;#TitleGoesHere". Therefore i cant sort the items correctly. Is there a trick to remove the labeling of these so the data is clean?

@Nick-sz1ez you have two options here Option 1: Copy Title Managed Property (My new preferred approach) For this option you would create a new managed property from a RefinableString can map it to all the same properties that are mapped to the out of the box Title managed property. Our friend Kasper Larsen has created a blog post about this. www.m365thinking.com/post/fix-one-of-the-problems-in-sharepoint-search-make-title-sortable Option 2: Create a Calculated Column Create a calculated field that replicates the Title field in the content type gallery. Add this site column to all the content types you would like to be able to sort by. This works great if you have a robust enterprise information architecture and have a based content type for your organized e.g. MyCompanyDocument where you can push this added column down to all content types. The drawback to this as you noted is that the data is stored as string;#MyTitle. I had not run into the float;# if title is blank. As a general rule Title should not be blank as M365 uses it for more than just the search managed property but that is another issue. PnP Search WebPart With either option I recommend using the sortable refinable string for sorting only and using the Title field in the PnP search for display in the web part. That way you don't need to worry about any extra characters. If you did use the calculated column you could use a HandleBars helper function to do a replace on the string;# with empty string giving you the rest of the string. Hope that helps

@@sympraxisc The hardest part of option 1 is actually finding the properties! Searching for Basic or Office has zero results. Instead, searching for "#10" or "#2" was how i found them. I think Microsoft could improve their search functionality inside their search settings. Thank you for the info provided - much appreciated.

@@Nick-sz1ez Yes, I had the same issue, Kasper should add a note to his post.

​@@juliemturner I am working on a PnP.PowerShell script that will map the required crawled props to a RefinableString of your choice. Will that do?

Thanks, Greg. Some of the PowerShell is easier than others, but yes, it would be great to have a reliable “Save site as template” in the UI. And also make it possible to include page configurations!

@@MarcDAnderson True. The lack of the availability to save any site as a template is baffling me. We could do this easily with subsites, we need the same ability with modern sites as well!

@@SharePointMaven The old "Save site as template" option worked on both sites and subsites, but it was based on the old, classic technology. I agree it should be easier to create templates - of any kind - through the UI, though. If you ever need help with it, you know who to call!

Are you using SharePoint search or Microsoft search for your configuration? Assuming you're using SharePoint Search then it's a matter of looking up what fields provide that information in the Search configuration. By default, 'Department' is mapped to 'People:Department' crawled property and 'MobilePhone' managed property is mapped to 'People:CellPhone'. You might start there.

Are you asking a question or suggesting that one is better than the other? In my opinion it depends entirely on the situation and how you might want to use, find, and surface the content later. Less is more, and you need to balance the data entry experience with a benefit analysis. If there's no benefit to complicating things by having the same metadata but with multiple content types then don't, but if there's a use case for being able to filter on certain content types or search for certain content types even if the metadata is all the same then in that case the content type is metadata and it can be useful to have different ones. Lots of room for nuance here. We often say Information Architecture is as much art as it is science, and this is why.

Great question. I would say it depends on the technical maturity of the organization. For a more mature organization, they are going to have the expectation to be able to search and filter based on more defined criteria (ex, department policies, claim forms, benefit overviews, etc.). This requires individual content types. For a lower maturity level organization, a general search for Benefits documents would suffice for a less technical mature organization. This would be a more generic content type like Benefits Document. Ideally, we like to help our clients move up the maturity model, but it is important to recognize where the client is at while providing room to grow.

@@patc-p9497 Ok great! So it sounds like it's best to have "content type" stand in for a managed metadata column to tag a document.

@@dontthroworanges No, a "content type" doesn't replace a managed metadata column outright, content types have the power to define the metadata (fields) associated with a piece of content. It also has the power to be used as a way to query documents as a set and or a related set, through content type inheritance. Managed Metadata fields can be added to content types or just to the base list/library content type (keep in mind everything in SharePoint has a content type) and that then provides a way to tag content with a global term set. So, there are different use cases for them they can work together, and they can be used separately but they're not a replacement for each other.

The information is not moved with the migration, however it is in the reports.

So happy we could help! If you have ideas for other topics we should cover please let us know.

Very true!

So glad to hear you enjoy it! Thanks for watching!!

Yes, absolutely, and depends on the governance structure in an organization. This is why we always like to encourage people to get their own development tenant where they can be a global admin and test things out.

That’s right, @adirnagar6940. Only videos stored in Stream Classic will be available to migrate.

EXACTLY why we did this episode! Of course, there is only so much we can do.

Thanks for your interest, sadly we do not have the pptx deck we used for this recording any longer. Was there something specific you need?

Sorry, I don't think we have a good answer for this.

You're welcome!

That’s a great idea! Perhaps someone at Microsoft will think of that.

Thanks for your thoughts, Dom! They finally fixed the issue of grouping by Content Types so you can do that now :) I love setting a library to grouped by content type so newer users can drag and drop their files in to have the metadata automatically applied per the library grouped view. I bet Marc could talk for hours on MMS vs choice columns vs lookup lists. Let's see if I can convince him :)

@@EmilyMancini-u9z Oh, you know I could! @Dom - Those are some great follow up topics, higher up the maturity scale. We'll definitely put them on the list for a future episode. As for the dark side of Content Types - I don't know of any, frankly. Yes, they take work and foresight to set up, but the benefits they provide you far outweigh the effort over time, if you ask me. I think one of the things people who aren't long-time content managers struggle with is what should be a Content Type vs. a Site Column. As I always say (and probably did in this episode), it's as much art as it is science.

@@EmilyMancini-u9z haha do it!! also, thanks and sorry I bounce between prem and SPO so hard to keep track sometimes

Sadly, we do not have an answer for this.

@mauricio, could you explain a bit more? I'm not sure how Dataverse comes into this.

Thank you for your time to answer… I resolved the issue, the column field was limited to 100 characters 😅 My issue now is Stream on Sharepoint url is not compatible with Stream component in Powerapps. 🥴 Hace a great day and if there is anything I can help on please consider me!

@MarcDAnderson

Sorry we don't have any guidance for you here.

You're welcome!

Delve is surfacing the same user profile information, creating a great entry point for employees to edit their information if their organization allows that access. There is no Delve web part to add that user interface into SharePoint Online though the People web part is bringing that same user profile data over, so there is no need.

And a later follow-up: Delve will be retired 15 Dec 2024

Thanks, Kasper! Are there any aspects of search you’d like to see us cover in a future AskSympraxis?

@Marc D Anderson not really. You covered the subject pretty well. I would perhaps have mentioned the option to use Result Types for custom display templates, but that is a brand new feature.

@@KasperBoLarsen Useful for a follow up session. If you think of anything else, please let us know!

I hope you enjoyed the webcast. I haven't done battle with the Windows Search Indexer for a while, so I'm kind of working off of memory here. I know you can exclude folders from the Indexer. Have you tried explicitly excluding the OneDrive folder? (C:\users\username\OneDrive\)

@@PendragnTK Very much enjoy all of your webcasts! Thanks! Yes, I did try excluding the location as well but didn't seem to make a difference (bug maybe?). However, there still is the issue of the preview pane not previewing cloud only files (which makes perfect sense). Learning a lot of little pain points by going this route. Current contender as a replacement for this scenario is OnePlace Explorer which doesn't bring anything onto the client unless specifically downloaded. Search and preview pane work as well. Thanks Todd!

@@dontthroworanges I agree that's probably a bug. Have you reproduced it on other boxes?

@@PendragnTK Unfortunately we experienced it on essentially all machines I pushed the configuration out to. Granted I should have tested this more but it did seem like the issue grew over time. Also something to note, we originally tried the same scenario with the document libraries within the same site as a couple of old-school contact lists that are linked with Outlook. Same issue happened but within Outlook via it's connection to the Search Indexer. Was very surprised by this. Anyway, don't want to turn this youtube comment section into a help article haha. If you want to discuss further I think you can send me a direct message. Anyway, thanks again for the excellent SP content!

Check out this post from Marc showing how to set up the SiteTitle as a filter. It should get you started. sympmarc.com/2020/03/22/using-the-pnp-modern-search-web-parts-with-refiners-for-site-name-and-content-type/

Since the SharePoint success site is just a content pack for learning pathways, I would think you could get a general idea of what it's about by viewing the videos about Microsoft 365 learning pathways. ua-cam.com/play/PLIohuM3pFnylUQMr_QoTh4DM6mPpdu5AZ.html Also, here's a session where myself and my colleague Emily Mancini go over ways and reasons to use learning pathways. ua-cam.com/video/d_HyCH2HQRg/v-deo.html Also, if you wanted to just look for yourself you could provision it into a developer tenant.

I'm not sure what task process in SPD 2010 you mean. Could you give some more details? If you're using SPD 2010, though, you must still be on SharePoint 2010?