How to configure Recurrence feature using Crow Canyon NITRO Workflows Applies to: SharePoint Online   Description   There are many business scenarios where SharePoint list items need to be created based on Daily, Monthly, Yearly basis or based on specific dates. This is used for cases like recurring maintenance tasks for Assets, renewing Contracts etc., […]

How to Open Portal forms in Dialog mode Appies To: SharePoint Onine and SharePoint On Premises 1. How to open the menu bar links in dialogue box mode? Please go to Portal Settings –> Common UI Settings –> Menu Section –> edit the link and select the Popup Dialog for the desired links and save. […]

Applies To: SharePoint Online and SharePoint On-premises Please make sure that the required list schema is created before start configuring this workflow, please refer https://www.crowcanyon.help/article/299 article for list schema details. Workflow 2: Create a workflow on Change Requests list “on item modified” event. Configure workflow as shown below Action1: Create the Change Request Approver task […]

Applies To: SharePoint Online and SharePoint On-premises Please make sure that the required list schema is created before start configuring this workflow, please refer https://www.crowcanyon.help/article/299 article for list schema details. Workflow3: Create a workflow on Change Request Approver Tasks list “on item created” event. Configure workflow as shown below. Action 1: Notify the approver about […]

Design view filter using SharePoint Designer Applies to: SharePoint Online and On-Premises Description: It is difficult to configure grouping (Multiple AND & OR) in SharePoint list view filter conditions using SharePoint view settings UI. Also, SharePoint supports maximum of 10 columns to filter in the view. In order to overcome this limitation, the view filter […]

Applies to: SharePoint Online and SharePoint On-Premises Description: If the Case Id syntax “[CaseId: value]” present in the mail subject, our application links that email to ticket instead of creating new duplicate ticket. In standard notification utilities we can directly include this syntax, but in Workflow Manager “[“and “]” characters are reserved ones so we […]

Applies to: SharePoint On-Premises and SharePoint Online Description: Crow Canyon service request application standard auto notifications takes the from address from standard notifications utilities and will send mails to recipients. As part of the standard installation configurations, from address in different environments are configured as described below: On-premises: The notifications utilities takes the “from address” […]

Applies to: SharePoint Online (O365) Description: Recurring maintenance tasks and schedules can be set up to track repairs and routine service. Schema: “Asset Catalog” list that has “Maintenance Schedule” and “Template” lookup fields. By design, Assets list is linked to Asset Catalog and it has a column “Enable Maintenance”. If an Asset is maintenance enabled […]

Uninstall steps for Crow Canyon application Applies to: SharePoint Online Product Version: 1.0 & 2.0 Note: This article applicable for the Crow Canyon Helpdesk applications which are using Forms Manager based applications. If you are in latest NITRO based application, please refer this article. Procedure to uninstall Crow Canyon Application Detailed Steps: 1. Delete the Email Sync […]