For all who are working with Microsoft Office 365, Hugo Bernier has provided a series of posts to help navigate the software. In this post, he explains how to work with rules in Microsoft Lists.
Over the last few years, Microsoft has done an amazing job at modernizing SharePoint.
It used to be that the first question my clients would ask me when I would start a new engagement was “How can we make SharePoint not look like SharePoint?”.
Now, most engagements start with “How can we make our old SharePoint sites look more like the new SharePoint sites?”.
That’s a testament to the hard work of folks at Microsoft. They’ve changed how you edit SharePoint pages and sites to make it easier for everyone to quickly design beautiful content.
But lists in SharePoint have not changed at the same pace. Sure, they got a slightly updated look and feel (well, some lists, anyway), but they were still not easily approachable for every user.
With Microsoft Lists, Microsoft seems to be doing to Lists what the SharePoint team did to pages. They are modernizing them and making them much easier to use for everyone.
They’re still lists behind the scenes, but they’re no longer relegated to being hidden in a site somewhere. They’re becoming first-class citizens in Microsoft 365, crossing the boundaries of SharePoint, Groups, and Teams.
I already covered the lists templates, but in today’s post, I’ll explain how you can easily build rules to notify someone, and how rules will continue to evolve to do a lot more.
Key points covered in this article include:
- Creating a rule
- Editing a rule
- Why put rules under automate?
Access the full article, Working with Rules in Microsoft Lists, on the Tahoe Ninjas website.