Set up Quick Launch Navigation

Set up Quick Launch Navigation Configuring Grants Management The Quick Launch Bar contains links to select lists and libraries of the current site and can optionally contain links to sub-sites and pages of the current site. You use the Quick Launch to navigate between different areas of your site, such as between a list and…

Running Conductor Workflows on List Items

Running Conductor Workflows on List Items You can run workflows on individual list items or from a SharePoint site, depending on how the workflow was published. Most workflows are run on list items. All workflows deployed as solutions or published to the list, site, or site collection are started on individual list items. Workflows created…

Retired Bamboo Products

Retired Bamboo Products This Policy is effective January 1, 2016 Updated November 20, 2019 Products reach the end of their Product Life Cycle for a number of reasons. These reasons may be due to market demands, changes in technology, or simply because the products mature over time or become obsolete. At times Bamboo may determine…

Reset ratings

Reset ratings Return to Overview of Configuration Specified users known as Rating Administrators can reset individual item ratings. This feature can be helpful when an item has changed or has been modified, for example: when a new version of a document has been uploaded. These users and this option are available when you add Rating…

Highlights of Tree View

Highlights of Tree View An important element for any SharePoint project management portal application, Tree View provides users with the familiar Windows Desktop Explorer navigation, allowing them to maneuver through any SharePoint list, document or picture library. Using folders in document libraries and grouping within the list views, users can organize any SharePoint list, library,…

Pictures

Pictures Use the KB Picture Library link under Pictures to upload and manage images for articles or categories. The KB Picture Library is a standard SharePoint picture library. To upload a new image: From the KB Admin site, click KB Picture Library. Click Upload and choose whether you want to upload one or multiple images.…

Packages

Packages Bamboo Suites and Toolkits are specifically designed to meet the most urgent needs of real-world SharePoint users such as managing projects, structuring and accessing corporate knowledge, and extending your lists’ capabilities without requiring Form Libraries and InfoPath. Our Suites and Toolkits are pre-packaged and ready to deploy and can help you complete specific business…

Packages

Packages Bamboo Suites and Toolkits are specifically designed to meet the most urgent needs of real-world SharePoint users such as managing projects, structuring and accessing corporate knowledge, and extending your lists’ capabilities without requiring Form Libraries and InfoPath. Our Suites and Toolkits are pre-packaged and ready to deploy and can help you complete specific business…

Overview of Tree View

Overview of Tree View The Tree View Web Part displays list, library, discussion and wiki items, as well as site navigation, in a hierarchical structure allowing the user to navigate to the information much like the navigational structure of Windows File Explorer. This tree view structure allows users to quickly view the content structure of…

Overview of Rich Text Column

Overview of Rich Text Column Rich Text Column allows you to treat a SharePoint column as a series of word processing documents, complete with formatting, tables, styles, and embedded images. Out of the box, SharePoint lacks the ability to store the kind of readable, properly formatted text often used in full documents or articles. While…

Overview of Calendar Plus user display

  NOTES: 1. The availability of the options shown below will vary based on the Web parts configuration. 2. When the links below take you to a new page the Overview of Calendar Plus user display link on that page will return to you this topic. Function 1. The Calendar Name drop down identifies the…

Navigators

Navigators Microsoft’s Windows SharePoint Technology and Services, which includes SharePoint Portal Server (SPS) 2003, Microsoft SharePoint Server (MOSS) 2007, Microsoft Windows SharePoint Services (WSS), Microsoft SharePoint Foundation 2010, Microsoft SharePoint Server 2010, Microsoft SharePoint Foundation 2013 (New!) and Microsoft SharePoint Server 2013 (New!) allows teams to create Web portals for information sharing and document collaboration…

Move Item Widget

Move Item Widget The Move Item widget moves a list or library item from one list or library to another. Fields that exist in both the source and target lists are copied. The item is first copied to the target list, and then deleted from the source list. Widget Limitation: The source and target list…

Manage Articles

Manage Articles From the admin site, users can manage articles using the tools under “Articles” on the quick launch menu. The “Articles” heading links displays a standard Sharepoint list format of the articles in KB. Users can manipulate items on this list, just like in any other Sharepoint list using default editing options, or buttons…

Listing of Bamboo Web Parts and their associated Activation DLLs

Listing of Bamboo Web Parts and their associated Activation DLLs Use this list when you need to extend a trial with a *.lic file. See Use the provided .lic file to an extend your product’s trial period for more information. NOTE: When products were ported to SP2010, many of the activation DLLs were moved to…

Knowledge Base Configuration Overview

Knowledge Base Configuration Overview After you have finished installing and activating your license for Knowledge Base, use the KB Creation Utility to set up a new Knowledge Base automatically using the default configurations. See How to Use the KB Creation Utility for instructions on automatic KB site creation. Before you get started, read KM Best…

KB.12438 – Determine if your product uses the merged assembly model

KB.12438 – Determine if your product uses the merged assembly model Determining if your product uses the merged assembly model To work around an issue with SharePoint solution deployment described in KB.12437 – Uninstalling or upgrading one Bamboo product causes another to stop working, some Bamboo products are packaged using a model that does not…

Insert Video Options in Discussion Board Plus

Insert Video Options in Discussion Board Plus Top When creating or replying to threads in Discussion Board Plus, authors can share video (if the file format is supported) by using the From Embed Code option. Discussion Board Plus paired with Video Library gives authors three additional ways to upload and insert video in their posts:…

Import Data from One SharePoint Environment to Another

Import Data from One SharePoint Environment to Another Overview of Import Options To import data from a delimited text file or Excel spreadsheet to a SharePoint list or library, follow these steps: Step Action 1. Connect to the Target Site. See How to Connect to the Target Site for more information. 2. In the Import…

Important Notes About Manual Installation

Important Notes About Manual Installation Options for Installing Bamboo Web License Manager: Most Bamboo products include the Bamboo Web License Manager (Bamboo.Web.Licensing.wsp) in the install. It needs to be installed only once on the farm (regardless of the number of Bamboo products you are using) and should be added to the solution store on the…

How to View Picture Libraries in Tree View

How to View Picture Libraries in Tree View Step Action Result 1. From the left pane of Tree View, click the plus sign to expand a folder and display all of its subfolders. Select a folder to display its contents in the right pane. In the example above, the user clicked on the top level…

How to Export One Wiki Page

How to Export One Wiki Page Step SharePoint 2007 SharePoint 2010/2013 1. Navigate to your wiki library. Click the View all pages link at the bottom of the left side Quick Launch bar. Then, move your mouse cursor over the wiki page Title you want to export, click the drop-down box arrow, and select Export…

How to Export Multiple Wiki Pages

How to Export Multiple Wiki Pages Step SharePoint 2007 SharePoint 2010/2013 1. Navigate to your wiki library. From the Wiki Library toolbar, click Actions (1) > Export Multiple Pages to PDF (2). Navigate to your Wiki Library and click the Page tab (1) to display the Page ribbon and then click the View All Pages…

How to determine who published a workflow and when

How to determine who published a workflow and when Overview of Workflow Conductor Templates When multiple designers are working in the same SharePoint farm, you may have a need to figure out who published a workflow and when so you can more easily locate the template used to publish/deploy the associated workflow. You can use…

How to Display Excel Data in a Chart

How to Display Excel Data in a Chart Configuring Chart Plus Displaying Excel Data in a Chart Excel Services allows you to display Excel data in a Chart in Chart Plus 3.5 for SharePoint 2010. The new Excel Services Settings screen gives you the ability to select a range of data from an Excel Workbook…

How to Add & Play a Link to External Media Content

How to Add & Play a Link to External Media Content Video Library can store links to hosted media files on other servers. Step Action Result 1. To add a link to external content, click the New Media File Link button in the Documents tab of the Tools ribbon 2. Enter the URL to the…

Highlights of Rating Column

Highlights of Rating Column Assist your users in finding helpful and relevant content that’s ranked by their peers with Bamboo’s Rating Column. Improve the quality of SharePoint content stored in your growing Enterprise Content Management (ECM) deployments through the collection of user ratings. Rating Column allows both authenticated and anonymous users to rate a range…

Examples Using Update Item Widget

Examples Using Update Item Widget Updating Fields in the Current Item This screenshot shows the Update Item form configured to update two fields in the current item: The “Status” choice field is updated to one of the available choices configured for the field. The “Start Date” field is updated to the current date using an…

Essentials Plus Suite

Essentials Plus Suite With the Essentials Plus, you can implement targeted solutions using over forty powerful, SharePoint-boosting components, with tools to manage users, sites, data, and more. We’ve taken the integral tools that make up our applications and combine them into an ultimate utility package, so you can customize solutions that fit your organization’s diverse…

Data Source Selections for Chart Plus

Data Source Selections for Chart Plus Configuring Chart Plus Create charts from data in SharePoint lists, SQL Server tables or views, MashPoint or Microsoft Business Data Catalog applications, or data views created by Bamboo List Rollup Web Part. Update source data and watch your charts update in real-time! Read data from an Excel Workbook to…

Data Management

Data Management SharePoint is built on the concept of storing data and sharing information. Bamboo’s data management tools allow you to capitalize on this concept by giving users the ability to group, filter, and sort data as well as export created views to Microsoft Excel. Whether you need to quickly display data from a SharePoint…

How to Create a Wiki Page from an Imported Microsoft Word File

How to Create a Wiki Page from an Imported Microsoft Word File Step SharePoint 2007 SharePoint 2010/2013 1. Navigate to your Wiki Library and click the View all pages link at the bottom of the Quick Launch bar or the link to the library in the breadcrumb. Navigate to your Wiki Library and click the…

Copy Item Widget

Copy Item Widget The Copy Item widget copies a list or library item from one list or library to another. Any fields that exist in both the source and target lists are copied. Widget Limitation:The source and target list types and column types must match or the Copy Item widget will fail. Widget Properties: Column…

Configure Tree View

Configure Tree View Depending on whether you are configuring a SharePoint List, Document or Picture Library, Wiki Library, or Discussion Board, various options become available for configuration in the tool pane. We have divided up the main three configuration choices by Site, SharePoint List, and MashPoint/BDC connection so that you can review the configuration choices…

Configure Tree View Using BCS

Configure Tree View Using BCS Return to Configuration Overview You have a variety of options when configuring Tree View, one of which is using a Microsoft Business Connectivity Service (BCS) connection as your data source. Depending on your choices, you see different options. You have two other data sources from which to choose: Configuration Options…

Configue Ratings column to use a 10-Point rating scale

Configue Ratings column to use a 10-Point rating scale When you add the Rating Column to a list and want to configure it to use the 10-Point Rating Scale, a variety of options become available within the selection. Step Action Description 1. Average Rating Decimal Points Select the number of decimal places that are displayed…

Configuration Options MashPoint/BDC

Configuration Options MashPoint/BDC Return to Configuration Overview You have a variety of options when configuring Tree View, one of which is using a Mashpoint or BDC connection as your data source. You have two other data sources from which to choose: Configuration Options – SharePoint List Configuration Options – SharePoint Site Depending on your choices,…

Configuration Options SharePoint Site

Configuration Options SharePoint Site Return to Configuration Overview You have a variety of options when configuring Tree View, one of which is using a SharePoint Site as your data source. You have two other data sources from which to choose: Configuration Options – SharePoint List Configuration Options – Microsoft BCS Depending on your choices, you…

Check In Widget

Check In Widget The Check In widget checks an item into a library, with options to increment versions and add version comments. NOTE: The item must be currently checked out to the workflow initiator, or the workflow initiator must have the SharePoint Override Check Out permission to check in items checked out to other users.…

BDC or MashPoint

BDC or MashPoint You have a variety of options when configuring Chart Plus, one of which is using a Mashpoint or BDC connection as your data source. Depending on your choices, you see different options. This covers leveraging MashPoint/BDC as your data source. Step Action Result 1. Data Source = MashPoint/BDCWhen you choose a BDC…

Bamboo Premier

Bamboo Premier No matter what you’re trying to do in SharePoint, Bamboo Premier includes a smarter, faster way to do it. Aggregate data, build complex navigation systems, orchestrate context-sensitive alerts, or streamline everyday administration tasks with a full range of solutions that are ready to use with a click of the mouse. Contact us today…

View by Category

Alerts Take email alerts and alert management to a new level by providing a supplemental alert mechanism which provides both users and administrators with the ultimate in flexibility in terms of how alerts are generated, who to whom they’re sent, and how they’re managed across Sites and Site Collections. With our alerts management tools, you’ll…