Virtosoftware Guides & Docs

Setting up an Outlook event reminder

Mon, 13 Apr 2026 12:40:09 +0000

Virto Calendar App now supports push notifications for events from the connected Outlook calendar. Reminders display in the right corner of the screen, similar to native Microsoft alerts.

When creating or editing en event, user can configure the notification timing in settings, clicking the clock icon and choosing from options ranging 1 week before up to at the time of event.

Virto Apps

Thu, 12 Mar 2026 09:41:46 +0000

A Global Administrator can manage the Virto Apps (Virto Authorization App) via the Azure Active Directory portal at https://portal.azure.com/. You can locate it by navigating to Azure Active Directory => Enterprise application => Virto Apps.

This application is necessary for using VirtoSoftware apps in SharePoint, synchronizing them with Outlook, Planner, and other Microsoft products, and inheriting permissions configured by the global administrator for users across various Microsoft ecosystem applications.

Delegated permissions are used when an application acts on a user’s behalf. They allow the application to access only what the user themselves can access. For instance, if an application is granted delegated permission to read files on behalf of a user named Alex, it can only read the files that Alex has access to. Important: in delegated access, both your client app and the signed-in user must be authorized correctly. Simply granting a scope is not sufficient. If the client app lacks the necessary scope or the user lacks sufficient rights to read or modify the resource, the call will fail.

Installing a web part in SharePoint Modern experience

Thu, 05 Mar 2026 17:12:59 +0000

First, create a page where you want to add your web part.

Click +, then type the name of the web part to find it. Click it to add it to the page.

Give your page a name, then click the pencil icon (Edit web part) to open its settings.

Click Configure WebPart.

From the drop-down menu, select a fieldset and click Save.

New User Web Part

Tue, 03 Mar 2026 17:48:41 +0000

Enter general information of a new user in the corresponding fields.

Enter user's contact information in the corresponding fields.

Enter user's organization information in the corresponding fields.

Enter user's information in the corresponding fields. Pay attention to the required fields marked with * and complete the captcha if your administrator has enabled this option. Then click Save.

Terms of Use (End User License Agreement)

Mon, 05 Jan 2026 13:34:04 +0000

Please review the following license agreement before installing or using Virto Multiple File Operations for SharePoint Online software product and/or its related materials.

Definitions

This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for Virto Multiple File Operations for SharePoint Online product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Bulk Delete

Mon, 05 Jan 2026 13:33:31 +0000

How to bulk delete all documents and files

How to bulk delete documents using filter

How to bulk delete the whole library

VirtoSoftware Security Whitepaper (Full)

Sun, 09 Nov 2025 13:17:22 +0000

Document Title: Security Whitepaper (Full)
Classification: Confidential - Under NDA
Version: 3.0
Document Owner: Alex Linnik, CTO
Email: al@virtosoftware.com
Approved By: Sergi Sinyugin, CEO
Email: s@virtosoftware.com
Approval Date: February 9, 2026
Eﬀective Date: February 9, 2026
Next Review Date: February 2027

Company Information:
VirtoSoftware
Penta Technopolis, Ozo g. 12A
Vilnius, Lithuania 08200
Email: support@virtosoftware.com
Phone: +1 877 892-7775
Website: www.virtosoftware.com

Introduction
Our Security Approach
Architecture & Data Flow
Application Security

For more information

Request NDA

Viewing Workflow Information with Virto Workflow Status Monitor

Thu, 16 Oct 2025 06:59:00 +0000

Virto SharePoint Workflow Status Monitor allows you to track running business processes on your SharePoint site. Go to a required SharePoint site and find the Site Settings page.

Then find the Virto SharePoint Workflow Status Monitor within the Site Administration section.

On the workflow monitor page, select source (SharePoint site and list) and click “Search workflows” to view the list of workflows. When the list is loaded, it will be displayed on the page.

Terms of Use (End User License Agreement)

Fri, 29 Aug 2025 16:56:41 +0000

Please review the following license agreement before installing or using Virto Polls software product and/or its related materials.

Definitions

This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for Virto Polls product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

How to share calendar between tenants

Wed, 18 Jun 2025 16:58:16 +0000

Using CAML filters

Fri, 28 Mar 2025 01:36:59 +0000

Working with Check In / Check Out

Tue, 18 Mar 2025 20:59:51 +0000

Working with Check out

Choose the files you want to check out by clicking the checkmark. Then, click the "Check in/Out" button on the ribbon.

In the window that opens, select "Check Out" and confirm the action

If you want to discard the checkout, navigate to the fine you've discarded, tick the box to select it, and click "More" -> "Advanced" -> "Discard Check Out".

List settings

Tue, 18 Mar 2025 20:59:19 +0000

To find list settings in SharePoint On-Premises classic view, follow these steps:

Navigate to the SharePoint list you want to modify.
Look for the "List" tab in the ribbon at the top of the page.
Click on the "List Settings" button in the ribbon.

Find "Virto Multiple File Edit Settings" in the right column and click it.

General Settings

Always follow web settings:
Enable this option to apply predefined web settings for all edits. When checked, individual settings cannot override web-level configurations.
Fields:
Select the columns you want to display in the edit form. Use the dropdown menu to choose from available fields, such as "Name" or "Title."

View Settings

Item Count:
Define the maximum number of files displayed in the bulk edit interface (e.g., 33). Set 0 for no limit.
Default View Type:
Choose the default view type for displaying items during bulk editing. Options include:
- Tree View: Displays items hierarchically.
- Other available views (depending on configuration).
Fields Used for Filter View:
Specify fields that can be used for filtering views during bulk editing, such as "Name."
Enable CAML View:
Activate this option to use CAML queries for advanced filtering and data retrieval.
Enable Filter View:
Enable this option to allow users to filter items based on specific field values.
Show File Size:
Check this option to display file sizes in the bulk edit interface.
Item's Title:
Specify which field will be used as the title of an item (e.g., "Name").

Other Settings:

Change Content Type:
Use this option to set the default behavior when working with content types during bulk editing.
Enable Event Firing:
Enable or disable workflow firing when items are edited in bulk. When enabled, workflows associated with edited items will trigger automatically.

Working with Upload: uploading files and folders

Tue, 18 Mar 2025 20:56:45 +0000

Uploading files

You can upload files or folders using drag-and-drop functionality or by clicking the "Add files", "Add folder" or "Upload archive content" buttons.

Please note: SharePoint doesn't allow the upload of 0 KB (empty) files.

By clicking on the edit icon, you can edit file properties such as file name, content type, title, lookup, and any other default or custom properties. If you want to delete a file without uploading it, simply click on the trash bin icon next to it.

Installing the Multiple File Operations web part

Tue, 18 Mar 2025 20:56:40 +0000

Installing the SPFx web part

The Virto Multiple File Operations web part for SharePoint 2019 (SE) can be used as a SharePoint Framework (SPFx) web part. Follow the steps below to start using the web part on modern sites and pages in SharePoint 2019.

1) Create a Tenant App Catalog in your SharePoint if necessary.

2) Download the .sppkg file. To install the Virto Multiple File Operations web part, run the Setup file under the farm administrator account (right-click the Setup file and choose “Run as administrator“).

Configure the Gantt Chart

Mon, 03 Feb 2025 21:36:17 +0000

To configure the Gantt chart switch to the edit page mode and click “Configure Virto Gantts”.

Or use the same button on the page with data source list.

On the page with available Gantts you can edit/delete existing configured Gantts or add a new Gantt.

Click “Add new Gantt” to add a new Gantt chart.

Required fields are marked with “*” symbol.

Type the Gantt name. Then click “Add new source” button to add at least one data source to the Gantt.

Virto Calendar App overview

Fri, 31 Jan 2025 20:08:06 +0000

https://youtu.be/jMDwlQkDT30

What is Virto Calendar App?

What are Calendar Views and Data Sources?

Which Data Sources to choose if you want to create a Shared Calendar?

Permissions in Virto Calendar App

Use Case: Department Calendar

Modern calendar settings

Thu, 31 Oct 2024 18:39:49 +0000

The Virto Calendar settings that are available for SharePoint modern version are same as in SharePoint classic:

Virto Calendar settings in SharePoint modern experience

To open the modern app settings, click "Edit" in the upper-right corner.

Click the "Edit section" icon on the left to choose a layout.

Click the "Edit web part" icon to open calendar settings.

You can enable or disable the option to "Display Last Selected View." If this option is checked, users will see the view that was last selected when they reopen the calendar.

Related Items Field Type Settings

Tue, 29 Oct 2024 08:13:37 +0000

When you add the “Virtosoftware Related items” column, you have to define Related Items Definitions) settings.

The default view looks like following example:

You should select the child list, choose content type to display and define a view.

The checkbox “Show view selector” allow you to add the view drop down menu to list item’s Edit form.

The “Linked column” field contains the lookup column name pointed to the parent list.

Adding and Editing Fields

Tue, 29 Oct 2024 07:38:04 +0000

Click any field to edit its information. Or click “Add Field” to add a new one.

The following parameters can be set for every field:

Displayed Name – name displayed in the list of fields.
AD Name – name in Active Directory corresponding to the current field.
Tab Name – Web Part’s tab which contains this field. Only one tab name can be selected.
Sorting Order – number of position in the list.
Allow Empty Values – ability to allow users to leave this field empty.
Allow Multiple Values – ability to allow users to enter more than one value for this field.

Note: “Allow Empty Values” and “Allow Multiple Values” check boxes work only in case Active

Directory fields have the same settings.

Available Field Formats

Tue, 29 Oct 2024 07:37:53 +0000

Administrator can set parameters for fields’ values. This will help to validate entered data when sending data to Active Directory. For example, the format of “E-Mail” field can be set. It is entered with regular expressions. You can find the list of regular expressions on http://www.regular-expressions.info/.

Create any amount of field formats. To make field format work, define required format for a field (see

“Adding and Editing Fields”).

Server

Sun, 27 Oct 2024 19:21:09 +0000

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

SharePoint Release 2010:

Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;
Microsoft .NET Framework 3.5;

SharePoint Release 3:

Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007;
Microsoft .NET Framework 3.5;

Note: This product is not compatible with SPS 2003 and WSS v2.

Server

Sun, 27 Oct 2024 12:18:51 +0000

SharePoint Release 2016:

64-bit edition of Windows Server 2012 R2 Service Pack 1 AND 64-bit edition of Microsoft SQL Server 2014 Service Pack 1 (SP1)
Microsoft .NET Framework 4.5.2

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

SharePoint Release 2010:

Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;
Microsoft .NET Framework 3.5;

SharePoint Release 3:

Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007;
Microsoft .NET Framework 3.5;

Note: This product is not compatible with SPS 2003 and WSS v2.

Permissions

Sun, 27 Oct 2024 10:00:18 +0000

You can define custom permissions to the most of elements in your SharePoint Forms.

The element can be visible for all users or you able to set custom permission for limited list of allowed users or SharePoint groups.

Note: The required fields marked with * are always visible for all users.

Note: If a tab or accordion section contains the required fields marked with *, this tab or accordion section with all fields is always visible for all users. However, you are able to set permissions to other sections or tabs of the same element and apply them to hide other fields. For example, section 1 with an required field is visible, but section 2 can be hidden.

License Activation

Sun, 27 Oct 2024 09:59:05 +0000

To see full instruction for successful activation of your component, please read our blog .

System Requirements

Sun, 27 Oct 2024 09:58:44 +0000

Operating System

Microsoft Windows Server 2008 and 2012

Server

SharePoint:

Microsoft SharePoint Server 2013;
Microsoft .NET Framework 4.5.

Browser

Microsoft Internet Explorer 9 or higher is required.

Using Lookups for Data Reference

Sun, 27 Oct 2024 09:39:07 +0000

Go to the SharePoint list where you have adjusted Lookup Cross-Site selector columns and click “New”.

We have created three lookup fields with the dependence country -> city-> client. This means that when a user adds new item to the list, he selects country and the list of cities of this country will be displayed accordingly. And when the list of cities is defined, the same happens with clients list.

License Activation

Sun, 27 Oct 2024 09:26:00 +0000

To see full instruction for successful activation of your component, please download “Virto License Manager” PDF instruction from Downloads section of our site or read it in Wiki.

Activating Activities Kit

Thu, 24 Oct 2024 17:58:52 +0000

When the installation process is complete, go to the SharePoint site and find “Central Administration - Application Management - Manage Web Application Features”.

Activate the feature for desired web applications (usually it's SharePoint - 80 or SharePoint - 443).

Note: make sure that you selected the web application on which the web part is installed. If not, select the required Web Application using “Change Web Application” button.

Installing Virto Workflow Automation Web Part

Thu, 24 Oct 2024 17:57:34 +0000

Before you begin, make sure you have access to the SharePoint server and that your account has the administrative privileges required to install applications.

Virto Workflow Automation—combining Virto SharePoint Workflow Activities, Virto Workflow Status Monitor, and Virto Workflow Scheduler—can be downloaded as a single package from [link].

Unzip the downloaded file (for example, VirtoSharePoint.SE.WorkflowAutomation.6.1.5.1.zip).

It contains two folders—one for License Manager and one for Workflow Automation. Open the Workflow Automation folder and run Setup.exe.

Server

Thu, 24 Oct 2024 17:56:39 +0000

SharePoint Release SE (Subscription Edition):

Microsoft SharePoint Server Subscription Edition;
Microsoft .NET Framework 4.8 or later (per Microsoft prerequisites);
Microsoft SharePoint Designer 2013.

SharePoint Release 2019:

Microsoft SharePoint Server 2019;
Microsoft .NET Framework 4.7.2 or later (per Microsoft prerequisites);
Microsoft SharePoint Designer 2013.

SharePoint Release 2016:

Microsoft SharePoint Server 2016;
Microsoft .NET Framework 4.6.x (per Microsoft prerequisites);
Microsoft SharePoint Designer 2013.

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

SharePoint Release 2010:

Features

Thu, 24 Oct 2024 17:55:54 +0000

As of October 2025, Virto Workflow Automation brings three apps under one roof: Virto SharePoint Workflow Activities, Virto Workflow Status Monitor, and Virto Workflow Scheduler. Download the Virto Workflow Automation installer package to get all three in one. While core functionality remains largely unchanged, we’ve made design improvements and UI updates to make workflows smoother.

Below is a summary of features in each app.

Virto SharePoint Workflow Activities

No-code workflow creation—Create custom workflows with a library of no-code blocks for flexible SharePoint automation.
Extended SharePoint activities—Send emails, SMS, Twitter messages, and more beyond standard SharePoint options.
SMTP server support—Send emails via your SMTP server for greater control.
Multi-platform messaging—Integrate services like Twitter, Jabber, and Miranda to extend workflow capabilities.
Custom activity sets—Build personalized sets of activities for tailored processes.
Easy integration—Add the Workflow Kit to SharePoint Designer to enhance customization instantly.

Virto Workflow Status Monitor

Workflow display—View all workflows on a site or list, including source list and item details.
Filtering & error highlighting—Quickly identify issues with filters and visual error alerts.
Workflow management—Start, stop, auto-terminate, and restart canceled workflows.
Seamless tracking—Filter by list, item, date, and status for faster issue resolution.
In-depth analysis & reporting—Generate graphical reports to analyze performance and support data-driven decisions.

Virto Workflow Scheduler

Workflow auto-scheduling—Execute workflows at specific dates and times.
Flexible scheduling—Choose one-time, recurring, daily, weekly, or custom schedules.
Targeted workflows—Trigger workflows for specific list items, views, or CAML query, and run under any user account.

Browser

Wed, 23 Oct 2024 19:27:57 +0000

Microsoft Internet Explorer 11 or higher, Google Chrome, Mozilla Firefox.

Reset

Wed, 23 Oct 2024 18:20:00 +0000

Click the “Reset” button to remove all controls from a current form view.

Or you can also use the “Remove all controls” button.

Permissions

Wed, 23 Oct 2024 18:14:45 +0000

You can define custom permissions to the most of elements in your SharePoint Forms. Click the item and scroll down to the “Permission” block to define the visibility.

The element can be visible for all users or you can set custom permissions for limited list of allowed users or SharePoint groups.

Note: The required fields marked with * are always visible for all users.

Note: If a tab or accordion section contains the required fields marked with *, this tab or accordion section with all fields is always visible for all users. However, you can set permissions to other sections or tabs of the same element and apply them to hide other fields. For example, section 1 with required field is visible, but section 2 can be hidden.

License Activation

Mon, 21 Oct 2024 11:26:15 +0000

To see full instructions for the successful activation of your component, please read “New Virto Web License Manager Update Launched” in our blog.

Pending Installation Improvements

Thu, 10 Oct 2024 12:04:26 +0000

Virto Gantt Chart, Virto Resource Management, Virto Alerts & Reminders

We’re excited to share that an update to enhance the installation experience for several apps is planned for early 2025.

While we finalize these improvements, you can still install the app manually as a custom app. Simply reach out to our support team, and we’ll provide you with the necessary files and guidance.

In the meantime, rest assured you’ll continue to enjoy all the great features of the app.

Creating a quick board

Thu, 10 Oct 2024 11:19:42 +0000

Use the quick board feature when creating a new board quickly. The SharePoint list with all the necessary fields and preferences will be created automatically.

To create a quick board, open the “Boards” list at the top of any kanban board and click “Create new board.”

Create new board

Select the “Quick Board” option.

Quick board option

Specify the name for the new board, and click “Create new board.”

Specify the board name

A list with the same name as the new board will also be created. You can see the demo task and default set of columns on the newly created board.

License management

Thu, 10 Oct 2024 11:18:12 +0000

License center

You can manage licenses in the license center block of the settings. To open it, click the gear icon in the upper-right corner and choose the “License center” tab.

License center tab

You can use the license center block to:

check the license status
manage the subscription (renew or upgrade it)
add licenses to users or delete licenses
add or delete individual license admins or SharePoint groups

Assigning a license does not assign user permission to the boards. A user can have a license without having access to the board if you set it up that way in the admin panel.

Working with Virto Mini Calendar

Thu, 10 Oct 2024 09:39:52 +0000

Calendar and event list

Virto Mini Calendar showcases items in both calendar view and list format. Days featuring scheduled events are highlighted in the calendar with a gray dot. In the list, these events appear color-coded (refer to the calendar source settings to view the colors associated with added data sources).

Click the eye icon to switch from the calendar view to a list of events. This feature is beneficial for daily events, as the event marker becomes less informative when it appears on every date in your mini calendar. If a list view suits your needs better, hide the calendar to view your events in this format.

The Compact View

Thu, 10 Oct 2024 09:39:42 +0000

Its compact design seamlessly integrates the Virto Mini Calendar into your SharePoint site pages. It is compatible with various SharePoint page templates and can be incorporated into pages featuring multiple columns or blocks.

SharePoint List

Thu, 10 Oct 2024 09:35:07 +0000

To set up your SharePoint list alerts, open your Lists app and go to the "Alert me" menu by clicking the three dots on the ribbon.

In the pop-up, you will see all available alert settings. You can receive alerts by email or by SMS. You can also choose different conditions for which you want to receive alerts.

Follow the link to Microsoft support if you want to learn more about what each settings item means.

Creating Microsoft Teams Meeting From a Calendar Event

Thu, 10 Oct 2024 09:32:24 +0000

You can create Microsoft Teams meetings directly from Virto Calendar App events. There's no need to add Virto Calendar App as a separate tab in Microsoft Teams. Simply edit events in your Virto calendar and incorporate them into your Microsoft Teams calendar as meetings.

This feature is available for the Outlook calendar data source. Make sure your Outlook calendar supports this option.

Ensure you have Outlook (Exchange Online) selected as a data source in your Virto calendar. To do this, open the current calendar settings by clicking the calendar name.

Unify Categories

Thu, 10 Oct 2024 09:28:56 +0000

If you have multiple data sources with various categories, too many colors in the calendar may be confusing.

In this case, you can unify the categories. Just decide once which colors to use for each category in your calendar: divide all the events into groups, such as meetings, birthdays, or get-together events, and specify the colors for them. These colors will be the same for each data source in your calendar.

Adding Virto Calendar App to the Site Page

Thu, 10 Oct 2024 09:14:17 +0000

Open the site page where you’d like to add Virto Calendar. Switch to edit mode and click “+.” Search for Virto Calendar and add it to your page.

Virto Calendar App Getting Started

Getting Started

Thu, 03 Oct 2024 11:08:32 +0000

You have just installed Virto Alerts and Reminders by Virto. What's the next step?

Open the site contents of the SharePoint site where you have installed the app and click “Alerts for Office 365 by Virto.”

Alerts in the site contents

Here is the Alerts App page. To create your first alert, click “Add Alert.”

Add alert

Choose a SharePoint list.

Choose a SharePoint list

Alerts are always related to a SharePoint list. To send an automatic alert, you need a trigger— for example, the deletion of or an amendment to an item in a list.

Terms of Use (End User License Agreement - EULA)

Mon, 06 Jun 2022 23:36:35 +0000

Please review the following license agreement before installing or using the Virto Gantt Chart Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Gantt Chart Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Getting Started

Mon, 06 Jun 2022 23:35:16 +0000

Installation:

Go to the SharePoint Store from your SharePoint Online site or Microsoft Appsource.
Search for "Virto Gantt Chart" and click "Add" to install the app.

Configuration:

Add the Virto Gantt Chart web part to your SharePoint page.
Configure the data source by linking your SharePoint lists to the Gantt chart.

Using the Gantt Chart:

Adding Tasks: Click on the chart and enter task details.
Modifying Tasks: Use drag-and-drop to adjust durations, dependencies, and completion percentages.
Customization: Customize the chart's appearance and timescale to fit your project needs.
Advanced Features: Manage multiple projects, export charts, and set user permissions.

For more detailed information about product setup and other details, please refer to the Virto Gantt App for SharePoint Online Documentation.

Adding Kanban Board to a page

Mon, 06 Jun 2022 14:33:45 +0000

When you have installed the Virto Kanban Board App to your SharePoint site, you can add it to site pages as a web part. Open the page where you would like to add the Virto Kanban Board App and switch to edit mode.

Click “Add a new web part.”

Search for "Kanban Board" and select it.

Republish the page.

The Virto Kanban Board App will now be available on the chosen SharePoint site.

Getting started with Virto Kanban App

Mon, 06 Jun 2022 14:31:58 +0000

Have you just installed Virto Kanban Board App to your SharePoint site but aren’t sure what the next step is? We are here to help you get started.

Go to the SharePoint site page where you would like to add the Virto Kanban Board App and switch to edit mode.

Switch to Edit page mode

Click the plus icon to add a new web part in column one.

Add a new web part

Add "Kanban Board" and remember to republish the page.

Edit User Web Part

Tue, 03 Mar 2026 17:30:42 +0000

Enter your general information in the corresponding fields.

Enter your contact information in the corresponding fields.

Enter your organization information in the corresponding fields.

Enter your information in the corresponding fields. Pay attention to the required fields marked with * and complete the captcha if your administrator has enabled this option. Then click Save.

Data Processing Agreement (DPA)

Sun, 09 Nov 2025 13:18:04 +0000

Document Title: Data Processing Agreement (DPA)
Classification: Confidential - Customer Specific
Version: 3.0
Document Owner: Alex Linnik, CTO
Email: al@virtosoftware.com
Approved By: Sergi Sinyugin, CEO
Email: s@virtosoftware.com
Approval Date: February 9, 2026
Eﬀective Date: February 9, 2026
Next Review Date: February 2027

Company Information:
VirtoSoftware UAB
Penta Technopolis, Ozo g. 12A
Vilnius, Lithuania 08200
Email: support@virtosoftware.com
Phone: +1 877 892-7775
Website: www.virtosoftware.com

Parties to this Agreement

This Data Processing Agreement ("DPA") is entered into between:

Customer: [Customer Name] ("Controller")
Address: [Customer Address]
Contact: [Customer Contact Email]

And

VirtoSoftware: VirtoSoftware UAB ("Processor")
Address: Penta Technopolis, Ozo g. 12A, Vilnius, Lithuania 08200
Contact: support@virtosoftware.com

Upgrading Virto SharePoint Workflow Status Monitor

Thu, 16 Oct 2025 07:00:00 +0000

If you already use Virto SharePoint Workflow Status Monitor and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto SharePoint Workflow Status Monitor section.

On the step 3 check the box “Upgrade” and click “Next”.

Note: if you had activated the license while installing the previous Virto SharePoint Workflow Status Monitor version, you do not need to activate it now.

Privacy Policy

Fri, 29 Aug 2025 16:56:51 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

This Privacy Policy describes our practices concerning the information that we collect through https://www.virtosoftware.com and any other websites operated by us (the "Websites"), our social media pages, email communications, and through our software applications for Microsoft 365 (collectively, the "Services").

Virto Polls Bot

Fri, 29 Aug 2025 14:48:41 +0000

The Virto Polls bot is an integrated feature of our Microsoft Teams app, designed to simplify poll creation and response collection directly within your workspace. This bot ensures smooth operation of all polling functionalities and acts as the main assistant for managing your polls.

How to use

Commands:

Help: View available features and commands
Contact us: Chat with our team.

Note: The Virto Polls bot is a mandatory technical component for our Teams app and cannot be removed or disabled.

How to add a SharePoint list as a new data source with recurring events support

Tue, 26 Aug 2025 14:56:54 +0000

You can add a SharePoint list as a data source in two ways: as a standard list for one-time events or as a recurrence-enabled list for repeating events. Recurring events will only work if you select the recurrence option when connecting the list.

Virto Shared Calendar Bot

Wed, 18 Jun 2025 15:07:45 +0000

Overview

The Virto Shared Calendar bot is an integrated feature of our Microsoft Teams app, designed to facilitate calendar sharing and event coordination within your organization. This bot is a technical requirement and is included to ensure seamless operation of shared calendar functionalities.

Virto Shared Calendar bot

How to Use

Commands:
- Help: View available features and commands.
- News: See what’s new in the Virto Shared Calendar.

For more information or assistance, use the FAQ and Contact us links provided in the bot interface.

Additional step for Safari users

Wed, 09 Apr 2025 22:08:51 +0000

Safari Configuration for Virto Kanban

To ensure proper functionality of Virto Kanban in Safari, cross-site tracking must be allowed by disabling Safari’s "Prevent Cross-Site Tracking" feature. This adjustment enables cookies to function across domains, which is critical for data synchronization and core features.

Steps to Allow Cross-Site Tracking:

Open Safari on your Mac.
Navigate to Safari > Settings (or Preferences).
Select the Privacy tab.
Uncheck the box labeled “Prevent cross-site tracking” (disabling this feature allows cross-site tracking).

Why this matters:
When "Prevent Cross-Site Tracking" is enabled (checked), Safari blocks cookies between domains, which disrupts Virto Calendar functionality. Disabling it resolves this issue while still maintaining other privacy protections like fingerprinting prevention

List settings

Tue, 18 Mar 2025 21:00:00 +0000

To find list settings in SharePoint On-Premises classic view, follow these steps:

Navigate to the SharePoint list you want to modify.
Look for the "List" tab in the ribbon at the top of the page.
Click on the "List Settings" button in the ribbon.

Find "Virto Multiple Check-In Settings" and click it.

General Settings

Always follow web settings:
Enable this option to apply predefined web settings for all bulk check-in/check-out operations. When checked, individual settings cannot override web-level configurations.

List settings

Tue, 18 Mar 2025 20:58:30 +0000

To find list settings in SharePoint On-Premises classic view, follow these steps:

Navigate to the SharePoint list you want to modify.
Look for the "List" tab in the ribbon at the top of the page.
Click on the "List Settings" button in the ribbon.

Find "Virto Multiple File Upload Settings" in the right column and click it.

General Settings

Always follow web settings:
Enable this option to apply predefined web settings for all uploads. When checked, individual settings cannot override web-level configurations.
SharePoint groups:
Specify the SharePoint groups that are permitted to use the multiple file upload tool. Use the dropdown to select groups.
Overwrite existing files:
Enable this option to allow uploaded files to replace existing files with the same name in the destination folder.
Show "Overwrite" option:
Displays an overwrite checkbox during the upload process, giving users control over whether existing files should be replaced.
Allow changing destination folder:
When enabled, users can select or modify the destination folder for uploaded files.
Replace SharePoint invalid file name characters:
Automatically replaces invalid characters in file names with allowed ones during the upload process.
Enable "Set all files properties" button:
Adds a button that allows users to set properties for all uploaded files at once, streamlining metadata management.
Prevent uploading files without filled-out required fields:
Blocks uploads if mandatory fields in SharePoint are not completed for the uploaded files.
Check-in files on upload:
Automatically checks in uploaded files, ensuring they are available for collaboration and version control.

Other Settings

Maximum upload size:
Define the maximum allowable size (in MB) for multiple file uploads. If left as 0, there is no limit on file size.
Allowed File Types:
Specify file extensions that are permitted for upload (e.g., JPG, BMP, PNG). Leave empty for no restrictions.
Ignored Files:
List file names (e.g., Thumbs.db, Exclude.txt) that should be excluded from uploads. Leave empty for no exclusions.
Forbidden Symbols:
Define symbols that will be automatically removed from file names during the upload process.
Allowed Fields:
Select predefined fields that will be available for editing during file uploads. Use the dropdown to choose from available fields.

Privacy Policy

Tue, 25 Feb 2025 13:34:23 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Getting Started with Virto Calendar App

Fri, 31 Jan 2025 20:09:26 +0000

https://youtu.be/ZWTXQTdQfp0?si=BUglWUeJfEzNt5K7

Step 1: Install the app

Step 2: Add the app to the site page

Step 3: Set up the authorization and permissions

Step 4: Configure Virto Calendar App

Book a free 15-minute meeting with our technical team if you have any issues with installation or configuration!

Percent Complete

Mon, 25 Nov 2024 17:51:10 +0000

The percent complete is displayed as different color area of the task body.

You can change the Percent complete values by drag and drop percent complete icon.

Resources

Mon, 25 Nov 2024 17:51:03 +0000

You can see assigned Users in the task view form if this column is added to data source view (see the data source settings).

To assign a new user, just double click task and start typing the user’s email. The same changes will be done in SharePoint list.

Active Directory Self Service Web Part Settings

Tue, 29 Oct 2024 07:40:54 +0000

Use “Edit Web Part” in the upper right hand corner of the page.

The Web Part settings will be displayed. Select the type of connection (see web part settings).

Then select a fieldset to be used for the web part.

Click “Apply” to save the settings and continue adjustment. Or use “OK” to save the settings and return to web part.

As a result some fields will be visible and available for editing, others will be not even shown and etc.

Browser

Sun, 27 Oct 2024 19:21:15 +0000

Microsoft Internet Explorer 7 or higher.

Browser

Sun, 27 Oct 2024 12:16:03 +0000

Microsoft Internet Explorer 7 or higher.

Using Designed Form on a SharePoint Site

Sun, 27 Oct 2024 10:03:07 +0000

When you have adjusted a list form, it will be displayed on a SharePoint site in chosen list item views. This form can be used by SharePoint site users according to the rights provided by site administrator.

Now a SharePoint user can fill out this form on the page.

Edit Form

Create form

Display form

This way you can organize adding information to SharePoint lists with a special form designed with Virto SharePoint Forms for SharePoint 2013.

SharePoint form templates

Sun, 27 Oct 2024 10:01:37 +0000

You are able to save created SharePoint form template and use it later for any other list or library. Click “Export” button on the ribbon and save template in .txt format.

Choose “Import” button to apply saved form to a new form.

Saving SharePoint form

Sun, 27 Oct 2024 10:01:32 +0000

You can create SharePoint forms for following form views:

Edit form
New form
Display form.

Select required views by clicking on them and save to appoint a created form to chosen view. You can choose two of views if you will make them identical or apply your form to all views.

Uninstalling Virto SharePoint Forms for SharePoint 2013

Sun, 27 Oct 2024 09:59:21 +0000

To uninstall the solution:

Double click the Setup.exe extracted from downloaded Virto.SharePoint.FormsDesigner.X.X.zip

file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Note: after uninstalling Virto SharePoint Forms for SharePoint 2013, all the settings applied to SharePoint lists with the component will be removed.

Upgrading Virto SharePoint Forms for SharePoint 2013

Sun, 27 Oct 2024 09:59:13 +0000

If you already use SharePoint Forms for SharePoint 2013 and need to upgrade it to the latest version, download the .zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing SharePoint Forms for SharePoint 2013 section.

Note: it is highly recommended to exit License Manager before upgrading. If you need to use License Manager, run it after upgrading.

On the step check the box “Upgrade” and click “Next”.

Editing Fields in Datasheet View

Sun, 27 Oct 2024 09:39:12 +0000

Virto Cross Site Lookup allows editing fields in datasheet view. Switch to Datasheet View.

Make changes to required fields right on the page without moving to edit item window.

After editing dependencies will not work as before.

Virto Cross Site Lookup Feature

Sun, 27 Oct 2024 09:26:40 +0000

Virto SharePoint Cross Site Lookup feature allows SharePoint users to reference existing data in SharePoint list easily and intelligently, access list items from across your Site Collection, and add automatic duplicate removal and find-as-you-type functionality to your lookups.

Virto SharePoint Cross Site Lookup quickly cross-references existing data from a list or site within the same site collection and then applies a combination of filters to reduce the number of options presented in the dropdown menu of your lookup field.

Uninstalling Virto Cross Site Lookup

Sun, 27 Oct 2024 09:26:35 +0000

To uninstall the component:

Double click the Setup.exe extracted from downloaded Virto.SharePoint.20XX.CrossSiteLookupSelector.zip file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Upgrading Virto Cross Site Lookup

Sun, 27 Oct 2024 09:26:26 +0000

If you already use Virto SharePoint Cross Site Lookup and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe.

On the step 3 check the box “Upgrade” and click “Next”.

Note: if you had activated the license while installing the previous Virto SharePoint Cross Site Lookup version, you do not need to activate it now.

Running SharePoint Designer

Thu, 24 Oct 2024 17:58:59 +0000

Open Microsoft SharePoint Designer and connect to your site.

Open your site → select Workflows in the left pane → on the ribbon, click List Workflow → choose the target list → name the workflow.

In the workflow editor, on the ribbon choose Action → More Actions…. In Categories, select Virto Actions, choose the required action, and click Add.

If you don’t see Virto Actions, make sure the Virto features are activated on the site and site collection.

Step 4: Calendar Permission Management

Wed, 16 Oct 2024 09:43:17 +0000

User Permissions

Permissions for Virto Calendar App are inherited from SharePoint, Exchange, and Teams user privileges. This ensures that existing user roles and permissions are respected and applied within the Virto Calendar App.
Within the app, you can assign specific roles, such as calendar manager or license manager, to manage calendar settings and licenses.

Configuring Permissions

Click the cog icon in the upper-right corner of the app.
Select "Settings" followed by the "Permission" tab.
Assign users as calendar managers or license managers.

Step 3: Assigning Roles

Wed, 16 Oct 2024 09:43:03 +0000

Appoint a License Manager and/or Calendar Manager

After installing Virto Calendar App, you must appoint a License Manager and/or Calendar Manager. This step is crucial for effectively managing licenses and calendar settings.
To assign these roles, follow the detailed instructions in our documentation.

Set Group Member Permissions for Group Calendar

Thu, 10 Oct 2024 12:04:58 +0000

Virto Calendar Update

Currently, Group Member permissions for the Group Calendar can only be managed via Exchange PowerShell.

We are adding a feature to set permissions directly in the Virto Calendar App. For example, owners and members can modify and delete events in the Outlook calendar, which may lead to accidental or unauthorized changes, creating confusion, loss of information, or disruption in the schedule. Now, in Virto Calendar, you can prohibit these actions at the interface level.

How to configure board for an existing list

Thu, 10 Oct 2024 11:20:14 +0000

You can use existing SharePoint lists to create a new board. To do so, 0pen the “Boards” list on the top of any kanban board and click “Create new board.”

Create new board

Select the “Configure board for existing list(s)” option.

Configure board for existing list

Specify the board name and click “Open lists picker.”

Open lists picker

Choose the list for your board and click "Save."

Choose a list

Then, navigate between all the tabs and adjust the board as described in the "List setup," "Board setup," "Card setup," and "Advanced setup" sections.

Detailed permissions for an individual board

Thu, 10 Oct 2024 11:18:33 +0000

In addition to individual board permissions, you can specify detailed permissions for the boards. You can open the detailed permissions settings in two ways.

Option 1

First, click the edit settings icon next to the required board in the boards list.

Edit board

Then open the “Advanced Setup” tab and scroll down to “Permissions.”

Permissions in Advanced setup

Option 2

When on the board page, click the edit board icon next to the board title.

Using Virto Alerts & Reminder App for SharePoint Lists

Thu, 10 Oct 2024 09:35:21 +0000

Virto Alerts & Reminder App allows you to create custom alerts, reminders, notifications, and summary emails. In addition, you can define cases in which you or your team will get email notifications. For example, you can create email templates that will be sent out to specific users when certain list changes are made or a deadline is approaching. The app can also send a “newsletter”, like a summary email every day, week, month, or once any other period.

Recurring Events

Thu, 10 Oct 2024 09:32:46 +0000

In the Virto Calendar App, you can set up recurring events when using either a SharePoint calendar or Outlook calendar as a data source.

Suppose you have a Virto calendar that incorporates Outlook events. Navigate to it and create a new event. Then, open the drop-down menu to access the options for setting up recurring events.

Use these settings to create events that recur daily, weekly, monthly, or yearly. You can specify whether they will occur on a particular date or weekday. Additionally, you can set an end date or determine the events to conclude after a certain number of occurrences.

Multiday Settings

Thu, 10 Oct 2024 09:29:12 +0000

The "Multiday" tab allows you to customize settings for views spanning multiple days, offering flexibility and a tailored calendar experience.

Available Options:

Row Height: Define the height of rows for optimal readability.
Number of Rows: Set the number of rows displayed per hour.
Time Labels per Hour: Adjust the number of time labels shown within an hour.
Time Format: Choose between 12-hour or 24-hour time formats.
Font Size and Weight: Customize the text size and boldness for better clarity.

Multiday view settings

Live View allows you to stay updated with real-time changes in the Day View.

Refresh Intervals:
Select how frequently the Day View refreshes, with options ranging from 5 to 30 minutes.
Display Options:
- Hide the timeline to remove the current time indicator for a cleaner interface.
- Hide non-working hours to focus on relevant time blocks.

Live view

Kanban authorization

Mon, 06 Jun 2022 14:33:54 +0000

If you see the permissions request once you have installed the Virto Kanban Board App, click "Login to Azure AD."

Click the checkbox for “Consent on behalf of your organization” and then click “Accept.” If you do not have administrator rights, ask your tenant administrator to complete this step.

Kanban Authorization

Virto Apps

Thu, 12 Mar 2026 09:46:33 +0000

Copy User Web Part

Tue, 03 Mar 2026 17:54:17 +0000

Enter your general information in the corresponding fields. Make sure to fill in all required fields marked with an asterisk (*) and complete the CAPTCHA if enabled by your administrator.

Enter your contact information in the corresponding fields.

Enter your organization information in the corresponding fields.

Enter your personal information in the corresponding fields, then click Save.

Virto Timer Jobs

Wed, 04 Feb 2026 15:15:32 +0000

The Virto License Manager adds timer jobs to the Central Admin Web Application, which notify your designated contact person about subscription status and updates.

An internet connection is required for the proper functioning of the timer jobs.

Virto New Version Notification Job This job sends weekly alerts about available product updates.
Virto Notification Timer Job This job sends weekly alerts about expired subscriptions to the contact person’s email.
Virto ONE License Timer Job This job updates essential information about your Virto ONE license subscription.
Virto Subscription Timer Job This job updates essential information about your subscription status based on activated licenses.

These timer jobs can be disabled if this functionality is deemed unnecessary.

Terms of Use (End User License Agreement - EULA)

Fri, 12 Dec 2025 14:43:26 +0000

Please review the following license agreement before installing or using the Virto Calendar Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Calendar Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Terms of Use (End User License Agreement - EULA)

Fri, 12 Dec 2025 14:41:55 +0000

Please review the following license agreement before installing or using the Virto Kanban Board Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Kanban Board Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Information Security Policy

Sun, 09 Nov 2025 13:18:47 +0000

Document Title: Information Security Policy Summary
Classification: Confidential - Under NDA
Version: 3.0
Document Owner: Alex Linnik, Chief Technology Officer
Approved By: Sergi Sinyugin, Chief Executive Officer
Approval Date: February 9, 2026
Effective Date: February 9, 2026
Next Review Date: February 2027

Company Information:
VirtoSoftware UAB
Ozo g. 12A, Penta Technopolis
LT-08200 Vilnius, Lithuania
Email: support@virtosoftware.com
Phone: +1 (877) 892-7775

Executive Summary

VirtoSoftware UAB is a Lithuania-based software development company specializing in enterprise productivity applications for Microsoft 365 environments. With 10 Microsoft-certified applications and a proven security architecture validated by NATO penetration testing, we serve enterprise customers who require robust security guarantees.

Uninstalling Virto SharePoint Workflow Status Monitor

Thu, 16 Oct 2025 07:01:00 +0000

To uninstall the component:

Double click the Setup.exe extracted from downloaded

Virto.SharePoint.WorkflowMonitor.X.X.zip file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Subscription

Fri, 29 Aug 2025 14:48:48 +0000

The Virto Polls is a subscription-based product that enables team collaboration and shared scheduling within Microsoft Teams.

Free Version: The users can create up to 5 polls per tenant in total. Everyone has admin rights—any user can view and manage any poll.
Subscription Plan: Create unlimited polls. All users are admins by default, and you can manage admin permissions as needed.

Renewal and Management

The subscription can be renewed before the expiration date to ensure uninterrupted access.
Subscription management (including renewal and user assignment) is accessible through the “Manage subscription” and “Renew” options in the product interface.

When the user limit is reached, the system displays “The limit has been reached” and prevents adding more users until the limit is adjusted.

Subscription

Wed, 18 Jun 2025 15:38:11 +0000

The Virto Shared Calendar is a subscription-based product that enables team collaboration and shared scheduling within Microsoft Teams.

The subscription in this example allows up to 5 users.
When the user limit is reached, no additional users can be added until a license is upgraded or a user is removed.
Existing users can be managed (added or removed) through the subscription management interface in the very same page.

Renewal and Management

The subscription can be renewed before the expiration date to ensure uninterrupted access.
Subscription management (including renewal and user assignment) is accessible through the "Manage subscription" and "Renew" options in the product interface.

When the user limit is reached, the system displays "The limit has been reached" and prevents adding more users until the limit is adjusted.

Version Release History (Changelog)

Sun, 01 Jun 2025 13:46:56 +0000

Virto Resource Manager Web Part for SharePoint 2019

Version	Date	Description
1.0.7	2021-08-04	[+] Filter view fields was removed.
1.0.6	2021-03-20	[+] Small UI changes.
1.0.5	2020-11-20	[+] Spfx web part opens in full page mode.
1.0.4	2020-11-18	[-] The issue with product existence in CA has been fixed.
1.0.3	2020-10-26	[+] Spfx web part was added.
1.0.2	2019-07-25	[-] First internal issues.
1.0.0	2019-07-25	[+] First public release for SharePoint 2019.

Virto Resource Utilization for SharePoint 2016

Version	Date	Description
2.2.1	2016-08-19	First Release for SharePoint 2016.

Virto Resource Utilization for SharePoint 2013

Version	Date	Description
2.2.1	2016-05-18	[-] Issue with incorrect .dll version in .xap package has been fixed.
2.2.0	2015-07-14	[+] Support Virto License Manager v.3.0.0.
2.1.0	2014-08-01	First Release for SharePoint 2013.

Legend:

[+] Added
[*] Changed/Updated
[-] Fixed

Site settings

Tue, 18 Mar 2025 21:01:02 +0000

To access site settings in SharePoint On-Premises, follow these steps:

Navigate to your SharePoint site.
Look for the gear icon (⚙️) in the top-right corner of the page and click on it.
From the dropdown menu, select "Site settings".

If you don't see the "Site settings" option in the dropdown menu, try these alternative methods:

Click on "Site contents" in the left navigation pane or top menu bar.
Then click on "Site settings" in the top navigation bar.

For some sites, you may need to:

License and subscription

Tue, 18 Mar 2025 21:00:06 +0000

License activation

Please visit the “Virto License Manager“ documentation to learn about VirtoSoftware product activation and Virto ONE license activation.

Subscriptions

Click on “Subscriptions” to view all licenses of Virto products and their current subscription status.

Click to view your subscriptions

Current subscriptions

If you have any questions or encounter any errors, please contact our support team at support@virtosoftware.com or through this form.

How to reniew a subscription or license

To renew your subscription, you should click the “Deactivate” button and request a new subscription key and/or serial number from our support team at support@virtosoftware.com or through this form. Then, follow the steps outlined in the instructions above that apply to your situation.

Updating the App

Fri, 28 Feb 2025 13:11:01 +0000

The Virto Alerts App, formerly being the Add-in, has undergone significant changes. It now uses Azure for authorization, requiring users to grant permissions to the app and update it accordingly.

Authorization

The app now uses Azure AD for authorization. You may need to grant additional permissions:

Log in to Azure AD as a tenant administrator.
Go to the SharePoint site -> Documents, where the Virto Alerts App is installed.
Click on the ribbon and select "Virto Alerts".

4. Grant the required permissions for the Virto Alerts App to function properly.

Version Release History

Tue, 29 Oct 2024 08:39:05 +0000

Virto Image Slider Web Part for SharePoint 2019/SE

Version	Date	Description
5.1.1	2019-02-13	[+] First public release for SharePoint 2019

Virto Image Slider Web Part for SharePoint 2016

Version	Date	Description
5.1.1	2016-08-17	[+] First public release for SharePoint 2016

Virto Image Slider Web Part for SharePoint 2013

Version	Date	Description
5.1.3	2018-11-01	[-] Fixed bug with image preview
5.1.2	2018-10-29	[-] Fixed bug with image preview path
5.1.1	2016-02-03	[*] Updated jQuery version to 1.12.0 for default engine
5.1.0	2015-07-06	[+] Web license manager V3
5.0.3	2015-04-29	[-] Fixed links for default engine
5.0.2	2014-08-15	[+] Fixed carousell engine
5.0.1	2014-08-13	[-] Added relevant Enterprise.lic
5.0.0	2014-07-21	[+] Web license manager [+] Enterprise license
4.7.10	2012-04-10	[+] First public release for SharePoint 2013

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Version Release History

Tue, 29 Oct 2024 08:14:10 +0000

Version	Date	Description
1.0.2	2020-09-22	[*] Fixed permission issue.
1.0.1	2019-02-14	[+] First release for SP2019.

Version	Date	Description
1.0.0	2017-07-31	[+] First public release for SharePoint 2016.

Version	Date	Description
1.0.1	2018-08-08	[-] First bug with fields rendering.
1.0.0	2017-07-31	[+] First public release for SharePoint 2016.

Legend:

[+] Added
[*] Changed/Updated
[-] Fixed

Using SharePoint Password Expiration

Sun, 27 Oct 2024 19:22:11 +0000

Virto SharePoint Password Expiration can be used either as a solution or as a web part.

Note: only site administrator has access to component settings.

If you are going to use it as a solution, go to “Site Collection Administration – Virto Password Expiration Settings”.

First of all you need to define domain settings.

Then define SMTP settings for outgoing e-mail notifications. Use default or custom settings and check the settings with test e-mail.

Version Release History

Sun, 27 Oct 2024 11:06:32 +0000

Virto Alert Web Part for SharePoint 2019/SE

Version	Date	Description
5.1.21	2025-08-04	[-] SharePoint SE support [*] Virto License Manager
5.1.20	2022-05-15	[+] Allow add tag in links
5.1.19	2020-11-04	[+] Spfx webpart support was released
5.1.18	2020-05-18	[+] Select WFE server
5.1.17	2020-02-03	[*] JS Frameworks [+] Tag 'Table view condition fields changes'
5.1.16	2020-01-08	[+] Send separate e-mail for each item
5.1.15	2019-10-21	[-] Separate errors between Reminder items [-] Internal bugs
5.1.14	2019-09-24	[*] Notification "Same time"
5.1.13	2019-08-08	[*] Refactoring [-] Internal bug fixing
5.1.12	2019-07-31	[+] Tag 'Table view fields changes'
5.1.11	2019-03-19	[-] Internal bug fixing
5.1.10	2019-01-15	[*] Refactoring [-] Internal bug fixing
5.1.9	2018-12-11	[] Changed logging [] Changed logic of notification
5.1.8	2018-11-27	[-] Fixed Encoding problem of SPLIstItem values [-] Fixed Problem with empty header of Message View
5.1.7	2018-11-15	[*] Fix license validation
5.1.6	2018-11-14	[*] Internal optimization
5.1.5	2018-10-01	[+] Add ability Send separate e-mail for each item [+] Add support MS SQL Server for pending data
5.1.4	2018-05-31	[-] Fix some bugs [*] Improve UI [+] Add ability Include Item Attachments
5.1.3	2018-05-24	[+] Fix License messages
5.1.2	2018-05-24	[+] Paging request (GetRecipients) to asmx service
5.1.1	2018-05-23	[+] Logging GetRecipients function in asmx service
5.1.0	2018-05-21	[-] Fix css [-] Fix setting recipients (manual adding) [+] Ability to Customize email subject
5.0.5	2018-05-15	[-] Bug with reminder multi user field has been fixed.
5.0.4	2018-05-10	[*] Allow more users to update the alerts timer job.
5.0.3	2018-04-19	[-] Bug with multi user field has been fixed.
5.0.2	2018-03-30	[-] Bug with timer job has been fixed.
5.0.1	2018-03-19	[+] UI redesign [+] CC copy, BCC copy, ReplyTo options were added [+] Extended features for alert email customization: pictures, links, tags, a field value tracking [+] Extended alert sending schedule
4.3.0	2015-07-10	[+] to support Virto License Manager v.3.0.0
4.2.3	2014-10-28	[+] Link to discussion thread has been added to the list of tags for alert message.
4.2.2	2014-10-23	[-] Bug with missing reach text editor has been fixed.
4.2.1	2014-09-04	[+] EULA has been added to setup package.
4.2.0	2014-03-28	[*] Web license manager has been updated.
4.1.0	2014-02-14	First public release for SharePoint 2013

Virto Alert Web Part for SharePoint 2016

Version	Date	Description
5.1.20	2022-05-15	[+] Allow add tag in links
5.1.19	2020-11-04	[+] Spfx webpart support was released
5.1.18	2020-05-18	[+] Select WFE server
5.1.17	2020-02-03	[*] JS Frameworks [+] Tag 'Table view condition fields changes'
5.1.16	2020-01-08	[+] Send separate e-mail for each item
5.1.15	2019-10-21	[-] Separate errors between Reminder items [-] Internal bugs
5.1.14	2019-09-24	[*] Notification "Same time"
5.1.13	2019-08-08	[*] Refactoring [-] Internal bug fixing
5.1.12	2019-07-31	[+] Tag 'Table view fields changes'
5.1.11	2019-03-19	[-] Internal bug fixing
5.1.10	2019-01-15	[*] Refactoring [-] Internal bug fixing
5.1.9	2018-12-11	[] Changed logging [] Changed logic of notification
5.1.8	2018-11-27	[-] Fixed Encoding problem of SPLIstItem values [-] Fixed Problem with empty header of Message View
5.1.7	2018-11-15	[*] Fix license validation
5.1.6	2018-11-14	[*] Internal optimization
5.1.5	2018-10-01	[+] Add ability Send separate e-mail for each item [+] Add support MS SQL Server for pending data
5.1.4	2018-05-31	[-] Fix some bugs [*] Improve UI [+] Add ability Include Item Attachments
5.1.3	2018-05-24	[+] Fix License messages
5.1.2	2018-05-24	[+] Paging request (GetRecipients) to asmx service
5.1.1	2018-05-23	[+] Logging GetRecipients function in asmx service
5.1.0	2018-05-21	[-] Fix css [-] Fix setting recipients (manual adding) [+] Ability to Customize email subject
5.0.5	2018-05-15	[-] Bug with reminder multi user field has been fixed.
5.0.4	2018-05-10	[*] Allow more users to update the alerts timer job.
5.0.3	2018-04-19	[-] Bug with multi user field has been fixed.
5.0.2	2018-03-30	[-] Bug with timer job has been fixed.
5.0.1	2018-03-19	[+] UI redesign [+] CC copy, BCC copy, ReplyTo options were added [+] Extended features for alert email customization: pictures, links, tags, a field value tracking [+] Extended alert sending schedule
4.3.0	2015-07-10	[+] to support Virto License Manager v.3.0.0
4.2.3	2014-10-28	[+] Link to discussion thread has been added to the list of tags for alert message.
4.2.2	2014-10-23	[-] Bug with missing reach text editor has been fixed.
4.2.1	2014-09-04	[+] EULA has been added to setup package.
4.2.0	2014-03-28	[*] Web license manager has been updated.
4.1.0	2014-02-14	First public release for SharePoint 2013

Virto Alert Web Part for SharePoint 2013

Version	Date	Description
5.1.20	2022-05-15	[+] Allow add tag in links
5.1.19	2020-11-04	[+] Spfx webpart support was released
5.1.18	2020-05-18	[+] Select WFE server
5.1.17	2020-02-03	[*] JS Frameworks [+] Tag 'Table view condition fields changes'
5.1.16	2020-01-08	[+] Send separate e-mail for each item
5.1.15	2019-10-21	[-] Separate errors between Reminder items [-] Internal bugs
5.1.14	2019-09-24	[*] Notification "Same time"
5.1.13	2019-08-08	[*] Refactoring [-] Internal bug fixing
5.1.12	2019-07-31	[+] Tag 'Table view fields changes'
5.1.11	2019-03-19	[-] Internal bug fixing
5.1.10	2019-01-15	[*] Refactoring [-] Internal bug fixing
5.1.9	2018-12-11	[] Changed logging [] Changed logic of notification
5.1.8	2018-11-27	[-] Fixed Encoding problem of SPLIstItem values [-] Fixed Problem with empty header of Message View
5.1.7	2018-11-15	[*] Fix license validation
5.1.6	2018-11-14	[*] Internal optimization
5.1.5	2018-10-01	[+] Add ability Send separate e-mail for each item [+] Add support MS SQL Server for pending data
5.1.4	2018-05-31	[-] Fix some bugs [*] Improve UI [+] Add ability Include Item Attachments
5.1.3	2018-05-24	[+] Fix License messages
5.1.2	2018-05-24	[+] Paging request (GetRecipients) to asmx service
5.1.1	2018-05-23	[+] Logging GetRecipients function in asmx service
5.1.0	2018-05-21	[-] Fix css [-] Fix setting recipients (manual adding) [+] Ability to Customize email subject
5.0.5	2018-05-15	[-] Bug with reminder multi user field has been fixed.
5.0.4	2018-05-10	[*] Allow more users to update the alerts timer job.
5.0.3	2018-04-19	[-] Bug with multi user field has been fixed.
5.0.2	2018-03-30	[-] Bug with timer job has been fixed.
5.0.1	2018-03-19	[+] UI redesign [+] CC copy, BCC copy, ReplyTo options were added [+] Extended features for alert email customization: pictures, links, tags, a field value tracking [+] Extended alert sending schedule
4.3.0	2015-07-10	[+] to support Virto License Manager v.3.0.0
4.2.3	2014-10-28	[+] Link to discussion thread has been added to the list of tags for alert message.
4.2.2	2014-10-23	[-] Bug with missing reach text editor has been fixed.
4.2.1	2014-09-04	[+] EULA has been added to setup package.
4.2.0	2014-03-28	[*] Web license manager has been updated.
4.1.0	2014-02-14	First public release for SharePoint 2013

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Version Release History (Changelog)

Sun, 27 Oct 2024 09:28:21 +0000

Virto SharePoint Cross-Site Lookup Selector 2019/SE

Version	Date	Description
3.1.5	2019-02-13	[+] First public release for SharePoint 2019/SE

Virto SharePoint Cross-Site Lookup Selector 2016

Version	Date	Description
3.1.5	2016-08-18	[+] First public release for SharePoint 2016

Virto SharePoint Cross-Site Lookup Selector 2013

Version	Date	Description
3.1.5	2016-04-26	[-] Fixed remove duplicates option
3.1.4	2016-04-14	[-] Fixed display value in a library webpart
3.1.3	2016-02-25	[-] Serialization bug (Workflow)
3.1.2	2016-01-12	[-] Bug with Group By
3.1.1	2016-01-11	[-] Bug in the UpdatePanel
3.1.0	2015-07-08	[+] Virto License V3
3.0.1	2015-02-05	[-] Fixed site zone url
3.0.0	2014-08-05	[+] First public release for SharePoint 2013

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Adding Web Part to a Page

Sun, 27 Oct 2024 08:23:36 +0000

Active Directory Service installation package contains two web parts - Virto SharePoint Active Directory User Service and Virto SharePoint Active Directory Self User Service. After installation you can add both of web parts or just one of them.

Click “Edit Page”. Then click “Add Web Part”. Select Virto Active Directory User Service or Virto Active Directory Self User Service or both and click “Add”.

Adding Web Part to a Page

Sat, 26 Oct 2024 21:30:12 +0000

After installation you need to add the web part to the page.

Go to “Edit Page”. Then click “Add Web Part”. Select Virto Create & Clone AD User Web Part and click

“Add”.

Using Created Workflow

Thu, 24 Oct 2024 18:00:00 +0000

Now go to SharePoint site to the list for which you have created the workflow. Click the required

element and select “Workflows” in the drop down.

Select the required workflow from the list.

Then click “Start” to run the selected workflow.

Now see the result of workflow activity (creating of a directory on the FTP server in this case).

Important Note

Thu, 24 Oct 2024 17:56:54 +0000

The free trial is provided solely to evaluate the Virto Workflow Automation Web Part (which includes Virto SharePoint Workflow Activities, Virto Workflow Status Monitor, and Virto Workflow Scheduler) and determine whether it meets your business requirements. It may not be used for commercial, production, or other non-evaluation purposes.

Saving a SharePoint form

Wed, 23 Oct 2024 18:16:47 +0000

You can create SharePoint forms for the following views of an item or folder:

Edit form;
New form;
Display form.

Choose the required view and click save to apply the adjusted form for this view.

Click “Publish” if your form is ready for publishing on your site.

Set Background and Font Colors for Group and iCal Calendars

Thu, 10 Oct 2024 12:05:07 +0000

Virto Calendar Update

Previously, colors of Group and iCal calendars were sometimes displayed incorrectly. To improve the user experience, we have added this setting to Group and iCal calendars for your convenience. You can set the background color for your events using the color wheel on the left and the font color using the one on the right.

Fields compatibility

Thu, 10 Oct 2024 11:24:05 +0000

To adjust the board correctly, you need to know how the different types of fields correspond to future board card fields. This is especially important when merging multiple lists into a single board.

The "Available Content Types” drop-down menu in the list settings allows you to select the lists containing the chosen content type. The “Task” content type is the most appropriate for a Kanban board and usually contains all fields required for board creation.

Switching to Virto Calendar App

Thu, 10 Oct 2024 09:40:14 +0000

To switch to the Virto Calendar App, click the button in the top right corner to view the the overview of your events.

The page will display the standard Virto calendar.

iCalendar

Thu, 10 Oct 2024 09:38:36 +0000

Unfortunately, it is currently impossible to set up notifications of any changes made in external calendars so that you can receive them in the Microsoft ecosystem.

You can display external iCal data sources with view-only mode.

Microsoft Planner

Thu, 10 Oct 2024 09:38:27 +0000

To set up notification settings in Planner, go to the Planner app and click the gear icon on the ribbon. Then click “Notifications.”

Notifications settings in Planners include email and mobile push notifications. Tick the box to choose the desired settings and click “Save.”

Exchange Calendar

Thu, 10 Oct 2024 09:38:19 +0000

If you want to configure notifications from your Exchange Calendar, be it your personal calendar, shared calendar, or group calendar, go to your Outlook settings, click the gear icon on the ribbon, and click “View all Outlook settings” at the bottom.

Go to “General => Notifications” and find all the notification settings, like in-app and desktop pop-ups, for incoming emails and events.

In “Calendar => Events and invitations” settings, you can find default reminder settings that will pop up in Microsoft Teams.

Month Settings

Thu, 10 Oct 2024 09:29:26 +0000

In the "Month" tab, you can customize your preferences for the month view: define the display mode, item height and font size, set the text for additional items, and determine the number of weeks in a month.

You can also enable the option to “Hide event start time on the event card.”

Configure Your Virto Calendar

Thu, 10 Oct 2024 09:14:59 +0000

To create your first Virto Calendar, choose My calendar, Advanced settings, or start from a template.

Choose My calendar to build Virto Calendar from your Outlook calendar. Or select Advanced settings for more configuration, or start from a template. You can, for example, connect a SharePoint calendar as the data source. If no SharePoint calendars are available on your site, you’ll see No calendars existing. In that case, add one or more Outlook calendars from the list. When you’re done, click Create or Use Template.

Password Change Web Part

Tue, 03 Mar 2026 18:16:55 +0000

To change your password, type your current password in the first field, and your new password in the second and third fields. Don’t forget to complete the captcha, if your administrator has enabled this setting. Then click Save.

After saving, you will see the message: “Please check your email and follow the confirmation link.”

Check your email and look for the “Action confirmation” message. Click the link in it to confirm the password change.

Virto Apps (Permissions)

Fri, 05 Dec 2025 13:06:12 +0000

More about permissions (Virto Apps): https://docs.virtosoftware.com/virto-authorization-app/

Access Control Policy

Sun, 09 Nov 2025 13:19:24 +0000

Document Title: Access Control Policy
Classification: Confidential - Under NDA
Version: 3.0
Document Owner: Alex Linnik, Chief Technology Oﬃcer
Approved By: Sergi Sinyugin, Chief Executive Oﬃcer
Approval Date: February 9, 2026
Eﬀective Date: February 9, 2026
Next Review Date: February 2027

Company Information:
VirtoSoftware UAB
Penta Technopolis, Ozo g. 12A
Vilnius, Lithuania 08200
Email: support@virtosoftware.com
Phone: +1 877 892-7775
Website: www.virtosoftware.com

Workflow Settings

Thu, 16 Oct 2025 16:33:28 +0000

You can tailor Workflow Monitor to your needs—for example, set timeouts and adjust display options.

First, define how long a workflow can run before it’s terminated automatically. On the Virto SharePoint Workflow Status Monitor page, click "Settings".

You will see the "Virto Workflow Status Monitor Settings" window.

For workflow timeouts, there are two conditions that can be used for automatic terminating:

If a workflow is in progress for a certain period of time, and
If a workflow has errors occurred for more than a certain period of time

Select the checkbox next to the required condition and specify a time period (in minutes, hours, or days). Click “OK” to save the settings.

Version Release History (Changelog)

Fri, 30 May 2025 14:18:24 +0000

Virto Web License Manager

Version	Date	Description
3.2.4	2025-08-01	[+] Activation date value [*] Logging system
3.2.3	2025-07-21	[*] Core improvements
3.2.2	2025-07-10	[*] Internal improvements
3.2.1	2025-05-12	[-] Virto Products List
3.2.0	2025-04-20	[+] SubFeatures support
3.1.16	2021-09-10	[-] Internal validation fixes
3.1.15	2021-02-23	[-] Fixed Features activation logic
3.1.14	2021-09-06	[*] Fixed license types enumerator
3.1.13	2019-12-16	[*] Prevent multiple upgrade notifications
3.1.12	2019-08-23	[+] Added support for IE8
3.1.11	2019-08-22	[*] Changed activation errors representation
3.1.10	2019-07-17	[*] Fixed auto cleanup wrong subscriptions
3.1.9	2019-07-10	[-] Added auto cleanup wrong subscriptions
3.1.8	2019-06-20	[*] Changed input field for Virto One Subscription Key
3.1.7	2018-03-16	[-] Fixed minor bug
3.1.6	2017-05-11	[-] Updated new versions notification
3.1.5	2016-09-23	[+] Added the reporting feature
3.1.4	2016-01-12	[-] Fixed bug with the subscription service after migrating the activation site to Azure
3.1.3	2015-08-08	[-] Fixed bug with showing "new version available" label if the latest version had been installed
3.1.2	2015-08-05	[-] Fixed bug with activation on multiple servers if the product had an error status
3.1.1	2015-08-05	[-] Fixed bug with activation on multiple servers
3.1.0	2015-07-20	[+] New version notification job
3.0.0	2015-07-01	[+] Unified contact information for all products [+] Subscription list for all your subscriptions [+] Actual subscription status on the product page [+] Information about the new version of product [*] Updated activation mechanism for Virto ONE License
2.0.6	2014-09-25	[*] Renamed enterprise license to Virto ONE License
2.0.5	2014-09-18	[-] Fixed bug with expired enterprise license
2.0.4	2014-04-10	[+] Friendly warning message for assembly not found exception
2.0.3	2014-01-27	[*] Redesigned product list page
2.0.2	2013-12-20	[-] Fixed compatibility issue with enterprise license
2.0.1	2013-11-19	[+] Version of Virto Web License Manager [+] Client-side validation activation code [-] Access denied exception
2.0.0	2013-11-11	[+] Added enterprise license
1.0.0	2013-08-15	First Release

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Contact Us

Thu, 29 May 2025 11:03:20 +0000

Book a free 30-minute meeting with our technical team if you have any questions regarding setup, features, or pricing.

Contact us with a general or specific inquiry

Product support and technical questions:

submit a support ticket
write us: support@virtosoftware.com
call us: +1 (877) 892-7775 (from 9 am-5 pm M-F PST)

Reseller & Partner Programs

Check out our partner programs or write partner@virtosoftware.com.

Press & Media Contact

pr@virtosoftware.com

Meet us at our offices

U.S. Office

20945 Devonshire St. Suite 102

Additional step for Safari users

Wed, 09 Apr 2025 22:06:47 +0000

Safari Configuration for Virto Calendar

To ensure proper functionality of Virto Calendar in Safari, cross-site tracking must be allowed by disabling Safari’s "Prevent Cross-Site Tracking" feature. This adjustment enables cookies to function across domains, which is critical for data synchronization and core features.

Steps to Allow Cross-Site Tracking:

Open Safari on your Mac.
Navigate to Safari > Settings (or Preferences).
Select the Privacy tab.
Uncheck the box labeled “Prevent cross-site tracking” (disabling this feature allows cross-site tracking).

Updating and uninstalling

Tue, 18 Mar 2025 21:01:26 +0000

Update

To update the Virto Multiple File Operations web part, run the Setup file under the administrator account (right-click the Setup file and choose “Run as administrator“).

Then select the “Upgrade” checkbox and click “Next.”

Wait for the product to upgrade. Click “Next“.

Click “Close” to complete the upgrade.

Uninstall

To uninstall the Virto Multiple File Operations web part, run the Setup file under the administrator account (right-click the Setup file and choose “Run as administrator“).

Farm settings

Tue, 18 Mar 2025 21:00:37 +0000

To access Farm Settings in SharePoint On-Premises, follow these steps:

Using Central Administration:

Open the SharePoint Central Administration site.
- This is typically accessible at a URL like http://<server-name>:<port-number> (e.g., http://sharepoint1:15000) if it was set up on the default port.
In Central Administration, go to the System Settings section.
Click on Manage Farm Features or Manage Servers in this Farm to view and configure farm-level settings.

Alternative Access:

If you are unable to locate the Central Administration site:

Use the Windows Start menu, search for SharePoint Central Administration, and open it.
Navigate to the settings as described above.

In these settings, you can choose:

Permissions Required for Application

Wed, 12 Mar 2025 15:10:56 +0000

The Virto Alerts application requires both Delegated and Application permissions.

Delegated Permissions

Delegated permissions are used to authorize users and manage frontend functionalities such as alerts.

Application Permissions

Application permissions are used for background services. Specifically, they are required for:

Handling List Changes and Generating Emails: This involves reading users, groups, and SharePoint list items based on alert configurations.
Updating List Webhook Subscriptions: To receive notifications of list changes, the application requires permissions similar to "List.Manage." However, since this specific permission is not available via the API, "Sites.Manage.All" is requested instead.

Use Case: Approve/Reject Vacation Requests and PTO

Thu, 23 Jan 2025 22:23:31 +0000

This use case demonstrates how to manage team vacation requests by setting up an approval workflow in a SharePoint list and accessing it directly through Virto Calendar.

Steps to Enable Vacation Request Approvals:

Set Up Content Approval in SharePoint List.
- Open your Vacation List.
- Click the cog icon (top-right corner) and select List settings.

Go to Versioning settings.

Enable Content approval by selecting Yes.

Choose who can view draft items and click OK.

2. Create an Approvers Group:

Using the app as a web part

Sun, 27 Oct 2024 19:22:18 +0000

Go to SharePoint site where you want to add the web part and open “Edit - Edit page”. Select Virto SharePoint Password Expiration Web Part for SharePoint at the bottom of the list and add it to the page.

Then open web part settings to adjust the web part.

Then adjust the web part according to your needs:

Enter the Url of the page where SharePoint will be able to change his password (for instance, a page with added Virto Password Change).
You can define when user will be redirected to this site.
Construct the message of notification with help of special tokens.

Save the settings and return to the web part page. Now users will see expiration alert (message) when they go to the Virto Password Expiration web part page.

Version Release History

Sun, 27 Oct 2024 10:04:05 +0000

Virto Forms for SharePoint

Version	Date	Description
1.3.38	2025-10-17	[-] JS Scripts loading
1.3.37	2025-07-24	[*] Virto License Manager
1.3.36	2020-11-24	[-] Ribbon action on subsites has been fixed
1.3.35	2020-09-03	[*] JS app packages have been merged
1.3.34	2020-09-03	[-] Fixed an issue with js files loading order
1.3.33	2020-03-27	[-] Fixed an issue with missed field internal name
1.3.32	2019-06-21	[-] Fixed an issue with missed field template
1.3.31	2019-05-30	[-] Fixed an issue with Datetime field template
1.3.30	2019-05-21	[-] Fixed issue with Hyperlink template
1.3.29	2019-05-16	[*] Removed calculated fields from New and Edit form
1.3.28	2019-05-16	[+] Added option to set form width
1.3.27	2019-05-13	[-] Fixed issue with js form template upgrade
1.3.26	2019-03-06	[+] Added automatically list form URLs fix when Site Url was changed.
1.3.25	2019-03-06	[+] Added support for Virto Related Items Field
1.3.24	2019-02-28	[-] Fixed issues with permissions on updating content types
1.3.23	2019-02-18	[-] Fixed issues with DocSet content types
1.3.22	2019-02-13	[-] Fixed permission issue
1.3.21	2019-02-08	[-] Fixed bug with forms for Content Types [-] Fixed bug with save template for different form types [+] Added color highlight for wrong fields [*] Changed loading default form
1.3.20	2019-02-04	[-] Fixed bug with unknown fields
1.3.19	2019-01-25	[+] Added more logs on opening form
1.3.17	2019-01-23	[+] Added information about selected form, list and app version [-] Fixed bug with indirect membership permission
1.3.17	2019-01-17	[+] Added support for indirect group membership permission
1.3.16	2018-12-14	[+] Added ULS logs on form rendering
1.3.15	2018-11-14	[-] Fixed bug with adding note fields
1.3.14	2018-08-21	[+] Added ability to place field name above the field value
1.3.13	2018-08-16	[+] Added ability to reset all forms for all content types
1.3.11	2018-05-17	[+] Added DateTime format ability for Display Forms
1.3.10	2018-05-07	[+] Added Save & CheckIn button for documents Edit Form
1.3.9	2018-04-18	[-] Fixed bug with columns within dialog mode [*] Updated Web Part to latest version
1.3.8	2018-04-11	[-] Fixed bug with opening previous forms
1.2.0	2016-11-01	[+] First release

Legend:
[+] Added [*] Changed/Updated [-] Fixed

SharePoint Form Templates

Wed, 23 Oct 2024 18:16:56 +0000

You can save created SharePoint form template and use it later for any other list or library. Click the “Export” button and save the template in .txt format.

Choose “Import” button to apply the saved form template to a new form.

New Views: Flat Year and Live View

Thu, 10 Oct 2024 12:05:18 +0000

New View: Flat Year

The new "Flat Year" view provides a comprehensive overview of the entire year, making it easier to manage long-term planning needs. With this feature, users can quickly assess available time off, coordinate plans, and easily spot long weekends for better scheduling.

Here are some scenarios where you might benefit from a Flat Year View:

Vacation and Holiday Planning: Easily track employee vacation schedules to avoid staffing shortages. Identify long weekends to encourage work-life balance.
Project Timelines: Visualize project deadlines and milestones over the year to better allocate resources and manage workloads.
Performance Reviews: Schedule and manage employee performance reviews and appraisals by visualizing all relevant dates.
Budgeting Cycles: Align budgeting processes with key dates in the calendar year to ensure timely financial planning and approvals.
Compliance Deadlines: Keep track of important compliance deadlines and regulatory requirements that occur throughout the year.

New View: Live View.

Let us introduce another new view – Live View.

Calendar Settings

Thu, 10 Oct 2024 09:30:10 +0000

In the "Calendar" tab, you can set working days, select the day the week starts, and define the duration of the workday.

Task Settings

Thu, 10 Oct 2024 09:30:00 +0000

Virto Calendar App supports viewing events as tasks or a Gantt view. For these views, you can specify the day count, item height, number of columns per hour, and the time format in the header.

Year Settings

Thu, 10 Oct 2024 09:29:42 +0000

The "Year" tab allows you to define the display mode, item height, the text displayed if there are additional items, and the month when the first quarter starts.

Choosing a Specific Calendar for a Site Page

Thu, 10 Oct 2024 09:15:24 +0000

When you have added Virto Calendar App to a SharePoint site page, you can switch between the available calendars using the calendar selector. Sometimes, however, you may need to choose a single calendar to show on the page. In this case, switch to edit mode and click the “Edit properties” icon.

In the web part settings, choose the default calendar you wish to show and uncheck the “Show calendar selector” option. Republish the page.

Password Expiration Web Part

Tue, 03 Mar 2026 18:19:12 +0000

If there is no expiration date for a user's password, users will see this text:

If the administrator has set an expiration date for a user's password, users will see this text:

Password expiration in an on-premises Active Directory (AD) environment is configured by the administrator via Group Policy (GPO) in the Default Domain Policy, by setting the Maximum password age parameter under Account Policies to a specific number of days.

Timer Jobs

Wed, 04 Feb 2026 15:24:06 +0000

The Virto License Manager adds timer jobs to the Central Admin Web Application, which notify your designated contact person about subscription status and updates. You can read about it here.

The Timer Job "Virto Password Expiration Job" is responsible for sending notifications collected by the Virto Password Expiration Web Part according to the configured settings.

Virto Password Expiration Times Job

This timer job must not be disabled; otherwise, the functionality of the Virto Password Expiration Web Part will be lost.

Additional step for Chrome and Edge users

Mon, 26 Jan 2026 12:56:50 +0000

For the Virto Calendar app to work correctly in the browser and within SharePoint, you need to either:

Allow all cookies in your browser settings, or
Manually add your tenant domain (for example, yourcompany.sharepoint.com) and the Virto Calendar app URL https://calendar-app.virtosoftware.com to the list of sites allowed to use third-party cookies.

To access cookie settings for allowing all cookies or adding specific sites in the recommended browsers:

Google Chrome
Paste chrome://settings/cookies directly into your browser's address bar and press Enter. This opens the Cookies and site data page where you can toggle "Allow third-party cookies" or add sites under "Sites allowed to use third-party cookies."

Incident Response Policy v3.0

Sun, 09 Nov 2025 13:19:57 +0000

Version: 3.0
Effective Date: February 9, 2026
Last Reviewed: February 9, 2026
Document Owner: Alex Linnik, CTO
Next Review: February 2027

1. Purpose

This Incident Response Policy establishes VirtoSoftware's procedures for detecting, responding to, and recovering from cybersecurity incidents. The policy ensures consistent, effective incident management that protects customer data, maintains service availability, and meets regulatory requirements including GDPR.

VirtoSoftware operates a zero-access architecture where customer data remains in the customer's Microsoft 365 tenant. This policy focuses on protecting VirtoSoftware's infrastructure, OAuth credentials, and application code while ensuring rapid response to any security events.

Starting a New Workflow

Thu, 16 Oct 2025 16:34:27 +0000

To start a new workflow with Virto SharePoint Workflow Status Monitor, use “Start a New Workflow” button.

Now you have to fill out all the required fields in the “Start New Workflow” window.

First, choose the list to pull data from. Then select the list items the workflow will process:

All items in the list;
Items from List View;
Single list Item;
Or Items selected by CAML query.

Next, select a workflow from the list and, optionally, specify the event data.

Contact Us

Fri, 29 Aug 2025 16:55:34 +0000

Book a free 30-minute meeting with our technical team if you have any questions regarding setup, features, or pricing.

Contact us with a general or specific inquiry

Product support and technical questions:

submit a support ticket
write us: support@virtosoftware.com
call us: +1 (877) 892-7775 (from 9 am-5 pm M-F PST)

Reseller & Partner Programs

Check out our partner programs or write partner@virtosoftware.com.

Press & Media Contact

pr@virtosoftware.com

Meet us at our offices

U.S. Office

20945 Devonshire St. Suite 102

Version Release Notes (Changelog)

Wed, 27 Aug 2025 20:54:24 +0000

Date	Description
2025-08-27	[+] Internet Calendars (iCalendar Feed, Google Calendar)
2025-05-20	[+] First public release for Virto Shared Calendar

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Deleting the App

Thu, 12 Jun 2025 15:31:12 +0000

Step-by-Step: How to Remove Alerts & Reminders

Reinstall the App (if it’s already been removed):
In order to delete the alerts properly, the app needs to be active. So, if it’s already uninstalled, you’ll need to install it again temporarily.
Delete All Alerts and Reminders Manually:
Once the app is reinstalled, go into the app and delete all alerts and reminders you’ve created. Unfortunately, this part can’t be automated on our side – it has to be done manually.
Remove the App from Your Environment:
After all alerts have been deleted, you can go ahead and remove the app from your environment. Keep in mind: uninstalling the app will also disconnect it from your SharePoint lists.
Let Us Know When You’re Done:
Once the app is removed, please drop us a line at support@virtosoftware.com. We’ll then clean up any remaining backend data on our side so everything is nice and tidy.

FAQ

Thu, 03 Apr 2025 22:12:07 +0000

General

Q: Why should I switch to Multiple File Operations for SharePoint On-Premises?
A: Multiple File Operations is our latest solution that consolidates and enhances functionalities such as bulk file download, upload, edit, check-in & check-out, copy & move. It offers improved performance, compatibility, and scalability compared to the outdated standalone Bulk apps. Additionally, it unifies settings, interfaces, and usage, providing a more streamlined and consistent experience across all operations. Furthermore, we will no longer update the old Bulk apps, meaning they might become unreliable over time.

Virto Multiple Operations Settings

Tue, 18 Mar 2025 21:05:02 +0000

To access Site Settings in SharePoint On-Premises:

Navigate to your SharePoint site
Click the gear icon in the top-right corner
Select "Site Settings" from the dropdown menu

For SharePoint 2013, 2016, and 2019 On-Premises versions, this process remains consistent. If you don't see the "Site Settings" option, you may need to click on "Site Information" first and then "View all site settings".

The Virto Multiple File Operations Settings page allows administrators to configure which multiple file operation tools are available on the SharePoint ribbon. These settings apply at the site level and control the visibility of specific Virto Multiple File Operations tools in both classic and modern SharePoint experiences.

Version Release History (Changelog)

Tue, 29 Oct 2024 18:42:16 +0000

Virto HTML5 Gantt Chart for SharePoint 2019/SE

Version	Date	Description
4.7.3	2021-09-16	[-] Bug with not opening SharePoint list item edit form has been fixed.
4.7.2	2021-09-14	[+] Paging option has been added. [*] Performance has been improved.
4.7.1	2021-08-06	[-] Minor bug has been fixed.
4.7.0	2021-07-29	[*] Gantt engine has been changed.

Virto HTML5 Gantt Chart for SharePoint 2016

Version	Date	Description
4.7.0	2021-08-12	[*] Gantt rendering engine was changed. [+] German localization has been added.
4.6.3	2020-02-15	[+] Lookup fields are supported on task create/edit form.

Virto HTML5 Gantt Chart for SharePoint 2013

Version	Date	Description
4.7.2	2021-09-16	[-] Bug with not opened SharePoint list item edit form has been fixed.
4.7.1	2021-09-14	[+] Paging option has been added. [*] Performance has been improved.
4.7.0	2021-08-12	[*] Gantt rendering engine was changed. [+] German localization has been added.
4.6.3	2020-02-15	[+] Lookup fields are supported on task create/edit form.

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Version Release History

Sun, 27 Oct 2024 19:41:03 +0000

Virto Password Reset Web Part for SharePoint

Version	Date	Description
3.2.4	2025-08-10	[] First public version for SharePoint SE. [+] The SPFx WebPart support was added [-] SPFx package [] Localization
3.2.3	2019-02-20	[*] First public version for SharePoint 2019.
3.2.2	2018-08-29	[-] Issue with reset password after sending confirmation e-mail to box with special characters inside has been fixed.
3.2.1	2016-10-14	[-] Issue in resetting password for user from specified organizational unit is fixed.
3.2.0	2016-10-10	[+] Option for displaying captcha has been added.
3.1.1	2016-04-15	[+] Option for limiting users from specified Organizational Units to reset password has been added.
3.1.0	2015-07-09	[+] Virto License Manager v.3.0.0.
3.0.0	2014-10-21	[+] Web based license manager. [+] Enterprise license has been added.
2.2.0	2013-02-19	First public version for SharePoint 2013.

Legend:

[+] Added
[*] Changed/Updated
[-] Fixed

Version Release History

Sun, 27 Oct 2024 12:31:02 +0000

Virto Password Changer Web Part for SharePoint 2019/SE

Version	Date	Description
3.3.2	2021-10-25	[+] SPFx property. Color of messages.
3.3.1	2021-10-01	[-] SPFx server function.
3.3.0	2020-06-11	[+] Package for support of modern sites/pages has been added.
3.2.3	2019-02-13	[*] First public release for SharePoint 2019.

Virto Password Changer Web Part for SharePoint 2016

Version	Date	Description
3.2.3	2018-09-19	[-] Issue with changing password for some users in AD has been fixed.
3.2.2	2017-08-17	[*] Minor refactoring in code.
3.2.1	2016-10-25	[-] Issue with changing passwords after installing Microsoft updates KB3167679 and/or KB3177108 is fixed.
3.2.0	2016-10-10	[+] Option for displaying captcha has been added.
3.1.0	2016-07-06	[*] First public release for SharePoint 2016.

Virto Password Changer Web Part for SharePoint 2013

Version	Date	Description
3.2.3	2018-09-19	[-] Issue with changing password for some users in AD has been fixed.
3.2.2	2017-08-17	[*] Minor refactoring in code.
3.2.1	2016-10-25	[-] Issue with changing passwords after installing Microsoft updates KB3167679 and/or KB3177108 is fixed.
3.2.0	2016-10-10	[+] Option for displaying captcha has been added.
3.1.0	2015-07-10	[+] To support Virto License Manager v.3.0.0.
3.0.1	2015-01-30	[-] Bug with automatic user resolving on site with anonymous access has been fixed.
3.0.0	2014-04-16	[+] Web license manager. [+] Enterprise license.
2.2.0	2013-02-15	First public release for SharePoint 2013.

Legend:

[+] Added
[*] Changed/Updated
[-] Fixed

Outlook Group Calendar

Thu, 10 Oct 2024 09:19:38 +0000

If you are a member of many groups, this method is the best choice for achieving a clear visual distinction. With it, you can view group events (for your Outlook groups) separately and overlay or turn them off at any time.

To set up a separate calendar view for a user group from Outlook, follow these steps:

Open Outlook in your browser.
Go to 'Groups' in the left pane menu and locate the group you want to add. Click on it and copy its email address.

3. Back to Edit calendar in your Virto calendar settings, select "Display events from resource calendars" and paste the email address below.

Secure Development Lifecycle Policy

Sun, 09 Nov 2025 13:20:37 +0000

Document Title: Secure Software Development Lifecycle (SDLC) Policy
Document Owner: Alex Linnik, Chief Technology Oﬃcer
Version: 3.0
Approval Date: February 9, 2026
Approved By: Sergi Sinyugin (CEO), Alex Linnik (CTO)
Next Review: February 2027

Company Information:
VirtoSoftware UAB
Penta Technopolis, Ozo g. 12A
Vilnius, Lithuania 08200
Email: support@virtosoftware.com
Phone: +1 877 892-7775
Website: www.virtosoftware.com

1. Purpose & Scope

This policy establishes security practices for VirtoSoftware Microsoft 365 application development. We build security into products through practical, automated controls that fit our small development team.

Terminating Running Worflows

Thu, 16 Oct 2025 16:34:18 +0000

Using Virto SharePoint Workflow Status Monitor, you can terminate running workflows. Just check the required workflow and click the “Terminate” button. Then click “OK”.

Refresh the page using the “Refresh” button.

SharePoint On-Premises Limits on Number and Size of Files

Tue, 01 Jul 2025 09:45:43 +0000

File Size Limits

By default, the maximum upload file size in SharePoint On-Premises is 50 MB per file.
This limit can be increased manually via Central Administration settings (for example, up to 2 GB or more depending on your SharePoint version and server configuration).
To increase the limit:
- Go to Central Administration.
- Navigate to Web Application General Settings.
- Adjust the Maximum Upload Size parameter.
Note: Increasing the upload size limit may cause timeouts during large file uploads. You may also need to increase IIS timeout settings for stability.

Number of Files Limits

Maximum number of items (files and folders) in a single document library can be up to 30 million.
List View Threshold: By default, SharePoint limits views and queries to return no more than 5,000 items at once without proper indexing and filtering.
File path length (including file name) should not exceed 400 characters.

Additional Considerations

Unique permissions: Libraries with more than 100,000 items cannot break permission inheritance at the library or folder level, only at individual file level.
Versioning: SharePoint supports up to 50,000 major versions and 511 minor (draft) versions per document.

Recommendations

Actual limits depend on your SharePoint version and server setup (e.g., SharePoint 2016/2019 often supports larger upload sizes).
When migrating thousands of files, it’s best to upload in batches to avoid performance issues.
Use indexed columns and filtered views to manage large libraries efficiently.

Summary:
The default maximum file upload size in SharePoint On-Premises is 50 MB, but it can be increased via Central Administration. Libraries can hold millions of files, but practical limits like the 5,000-item view threshold and path length restrictions apply. For bulk uploads, batching files and monitoring server performance is recommended.

Version Release History

Sun, 27 Oct 2024 19:22:23 +0000

Virto Password Expiration for SharePoint 2019/SE

Version	Date	Description
2.2.3	2025-08-06	[+] SharePoint SE support
2.2.2	2020-04-11	[+] SPFx support
2.2.1	2019-02-13	[*] First public release for SharePoint 2019. [+] Token for user e-mail has been added to notification message.

2.1.4	2017-02-22	[*] Users who are added to SharePoint as Active Directory group(s) are supported.
2.1.3	2016-07-06	First public release for SharePoint 2016.

2.1.4	2017-02-22	[*] Users who are added to SharePoint as Active Directory group(s) are supported.
2.1.3	2016-05-18	[*] Some script files have been moved to _layouts folder.
2.1.2	2016-03-11	[*] E-mail with password expiration message is not sent to account disabled in Active Directory. [-] Issue with duplicated e-mails about password expiration in some cases has been fixed.
2.1.1	2015-11-16	[-] Issue when user is not found in AD and unnecessary message is added to log files has been fixed.
2.1.0	2015-07-10	[+] To support Virt Web License Manager v. 3.0.0.
2.0.1	2015-02-20	[-] Bug with saving settings in some cases has been fixed.
2.0.0	2014-09-05	[+] Web based license manager. [+] EULA has been added to the setup package. [+] Enterprise license has been added.

Legend:

[+] Added
[*] Changed/Updated
[-] Fixed

Virto AD Self-Service Usage

Sun, 27 Oct 2024 08:26:36 +0000

Active Directory Self Service allows users to change information according to administrator’s settings and synchronize these changes with Active Directory. Changes are registered on behalf of user defined by administrator.

There are four data blocks with information fields in the web part: “General”, “About me”, “Contact Information”, and “Organization”. The content of these tabs is defined while fields creating.

Change the required fields’ values and click “Save”.

The same modifications will be done in the Active Directory.

Version Release History

Sat, 26 Oct 2024 21:30:34 +0000

Virto Create & Clone AD User Web Part for SharePoint 2019/SE

Version	Date	Description
3.1.4	2019-04-22	First public version for SharePoint 2019.

Virto Create & Clone AD User Web Part for SharePoint 2016

Version	Date	Description
3.1.4	2016-10-14	[-] Issue with adding newly created user to SharePoint group(s), when FBA is enabled in web application, is fixed.
3.1.3	2016-07-06	First public version for SharePoint 2016.

Virto Create & Clone AD User Web Part for SharePoint 2013

Version	Date	Description
3.1.4	2016-10-14	[-] Issue with adding newly created user to SharePoint group(s), when FBA is enabled in web application, is fixed.
3.1.3	2015-11-10	[+] Newly created users disabled in AD can be added to SharePoint groups. [*] User is not created when password does not meet password policy in AD.
3.1.2	—	Internal release.
3.1.1	2015-08-19	[-] Performance improvements for webpart settings
3.1.0	2015-07-14	[+] Virto License Manager v.3.0.0
3.0.0	2014-07-22	[+] Web based license manager. [+] Enterprise license.
2.0.3	2013-03-06	First public version for SharePoint 2013.

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Upgrading Virto SharePoint Workflow Activities Kit

Thu, 24 Oct 2024 17:58:28 +0000

If you already use Virto SharePoint Workflow Activities Kit and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto SharePoint Workflow Activities Kit section.

On the step 3 you will see the window as follows:

Check the box “Upgrade” and click “Next”.

Note: if you had activated the license while installing the previous Virto SharePoint Workflow Activities Kit version, you do not need to activate it now.

Using the Designed Form on a SharePoint Site

Wed, 23 Oct 2024 18:17:29 +0000

When you have adjusted a list form, it appears on a SharePoint site in chosen list item views. SharePoint site users can use this form according to the rights provided by the site administrator. Go to the list and click three dots next to an item. The example of designed edit form is below.

This is how the form looks after the testing adjustment.

Organize the information to appear in your SharePoint lists with a special online solution — Virto SharePoint Forms for Office 365.

Resource calendars

Thu, 10 Oct 2024 09:19:57 +0000

Virto Calendar App supports adding resource calendars to a single calendar view. Resource calendars are primarily used for managing and scheduling shared resources within an organization. They allow users to book and track the availability of various assets or spaces.

To add resource calendars to your Virto calendar, click the calendar name to open its settings.

Scroll down to “Exchange settings” and type in your company or team's email address(es) used for booking resources.

MS Service Health alerts

Thu, 12 Feb 2026 16:14:07 +0000

Virto Alerts introduces a new feature for M365 admins to subscribe to Microsoft Service Health alerts for services like Exchange Online, OneDrive, Power BI, and Dynamics 365.

Use "Manage notifications for selected services" to get emails on status changes or issue resolutions.

Already set up? You're getting updates automatically.

Search by name/email in "Notification users," then Save to subscribe or Unsubscribe.

Change Management Policy

Tue, 18 Nov 2025 13:55:21 +0000

Document Title: Change Management Policy
Classification: Confidential - Under NDA
Version: 3.0
Document Owner: Alex Linnik, Chief Technology Oﬃcer
Approved By: Sergi Sinyugin, Chief Executive Oﬃcer
Approval Date: February 9, 2026
Eﬀective Date: February 9, 2026
Next Review Date: February 2027

Company Information:
VirtoSoftware UAB
Penta Technopolis, Ozo g. 12A
Vilnius, Lithuania 08200
Email: support@virtosoftware.com
Phone: +1 877 892-7775
Website: www.virtosoftware.com

1. Purpose

This Change Management Policy establishes the framework for managing changes to VirtoSoftware production systems, applications, and infrastructure in a controlled manner. The policy ensures that all changes are properly assessed for security risks, tested, documented, and approved before deployment to production environments.

Restarting Terminated Worflows

Thu, 16 Oct 2025 16:34:35 +0000

Terminated workflows (“Canceled” or “Error Occurred”) can be restarted manually or configured to restart automatically.

Check the boxes opposite the workflows you need to restart and click the "Restart" button.

To enable automatic restarts, open "Settings" and select "Auto restart terminated workflows". If a workflow is terminated for any reason, it will restart automatically.

Note: automatic restart is available only for SharePoint 2010 workflows.

Alerts Security FAQ: Security, Compliance & Infrastructure

Fri, 06 Jun 2025 09:12:57 +0000

Security Certifications and Compliance

Q: Do you have any formal compliance attestations such as SOC 2 Type II, ISO 27001, HIPAA, or FedRAMP?
No, we do not currently hold any formal compliance certifications or attestations such as SOC 2 Type II, ISO 27001, HIPAA, or FedRAMP. However, we strictly adhere to Microsoft’s rigorous security and compliance requirements. As a company with small teams, our operations are closely managed and overseen directly by our leadership. This direct involvement ensures strong oversight and agile decision-making regarding security and compliance. At our current scale, we believe that formal certifications would not significantly enhance our security posture beyond the robust practices we already follow in alignment with Microsoft’s standards.

Version Release History (Changelog)

Fri, 30 May 2025 14:55:13 +0000

Virto Multiple File Operations Web Part for SharePoint

Version	Date	Description
9.0.2	2025-07-21	[+] Licensing handled separately [+] Cross-site collection transfer (copy/move) [-] Virto License Manager [-] Async script loading
9.0.1	2025-04-01	[-] Bugs
9.0.0	2025-03-14	Release Candidate

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Use Case: Using Security Question for Password Resetting

Sun, 27 Oct 2024 08:26:41 +0000

Situation:

User forgets the password. How to reset the password with an answer to a security question? How this answer is defined?

Solution:

User defines an answer to a security question when he fills out a special field. Information from this field will be verified and if the answer is correct, password will be reset.

How to implement:

Two web [arts are installed on a SharePoint site – Virto SharePoint Active Directory Self Service and

Uninstalling Virto SharePoint Workflow Activities Kit

Thu, 24 Oct 2024 17:58:37 +0000

To uninstall the Add-On:

Double click the Setup.exe extracted from downloaded Virto.Sharepoint.Activities.1.0beta.zip

file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Version Release Notes (Changelog)

Thu, 24 Oct 2024 17:57:05 +0000

Virto Workflow Automation

Version	Date	Description
6.1.5	2025-08-25	[+] SharePoint SE support
6.1.4	2025-07-14	[*] Virto License Manager
6.1.3	2024-02-01	[*] SendEmailWithAttachments action
6.1.2	2020-10-13	[+] Set site master page activity has been added. [] Support of SSL/TLS has been added to Web Request action.* [*] IsMessageUrgent parameter has been added to Send Email action. [-] Null reference exception is fixed in Get emails from list/list item actions.
6.1.1	2020-06-29	[-] Minor bug has been fixed in Convert Word to PDF action.
6.1.0	2019-04-19	[+] SharePoint 2019 support [+] Added: Replace Text in Word Document, Update Word Document, Convert InfoPath to PDF, Move Active Directory user into Organizational Unit, Execute SQL script to read data, Execute PowerShell script actions.
6.0.0	2016-06-28	[+] SharePoint 2016 support

Version	Date	Description
5.7.7	2016-09-13	[+] "Update Word Document" activity added [+] "Replace Text in Word Document" activity added
5.7.6	2016-08-11	[+] "Copy/Move List Item" activity added
5.7.5	2016-08-08	[-] Refactored the "Create SharePoint site" activity
5.7.4	2016-07-22	[+] "Upload attachment" activity added
5.7.3	2016-06-17	[+] Group of SharePoint administration activities added
5.7.2	2016-05-30	[-] Fixed "Send Email with InfoPath Attachments" activity in the Repeating table
5.7.1	2016-05-13	[+] "Send Email with InfoPath Attachments" activity added
5.7.0	2016-04-15	[+] Group of permissions activities added
5.6.1	2016-02-16	[*] Workflow now terminates if an activity fails instead of suspending
5.6.0	2016-02-08	[+] License validation added [-] Fixed error message handling during activity execution
5.5.1	2015-11-16	[+] "Convert InfoPath to PDF" activity added
5.5.0	2015-11-06	[+] "Is Impersonate" parameter added to Email and List processing activities
5.4.6	2015-08-20	[-] Updated "Send Email With Attachments" – fixed bug with workflow manager service account Added URL encoding for attachment names
5.4.5	2015-08-17	[*] Updated "Send Email With Attachments" – activity now runs under initiator account Added more logging
5.4.4	2015-08-12	[+] Updated "Send Email With Attachments" – can send list item attachments
5.4.3	2015-08-10	[*] Updated name for each activity module
5.4.2	2015-07-22	[+] "Send Email With Attachments" activity added
5.4.1	2015-07-13	[+] Workflow2013: Microsoft.SharePoint.DesignTime.Activities.dll added to wsp package
5.4.0	2015-07-09	[+] Support for Virto License Manager v.3.0.0
5.3.0	2015-06-29	[+] Supports migration from SharePoint 2007
5.2.0	2015-06-22	[+] Supports migration from SharePoint 2010
5.1.3	2015-05-19	[+] First public release for SharePoint 2013. Added 10 free activities: - Get List Items - Copy/Move Document - Create List Item - Update List Item - Add/Remove folder - Copy/Move folder - Copy/Move attachments - Get Attachments - Waiting for Changes Fields - Split String

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Public Folders

Thu, 10 Oct 2024 09:20:21 +0000

Public folders can also be added to Virto Calendar App as a data source. If you’re using public folders (created in the Exchange admin center), you can overlay them with your Virto calendar.

First, click the calendar name.

In Edit calendar, scroll down to “Exchange settings” and check the box “Display events from Public Folders Calendar(s).”

Next, save and open the calendar, and the added public folders will appear.

Privacy Policy

Sun, 09 Nov 2025 13:21:06 +0000

This privacy policy was last updated on February 9, 2026

1. Introduction
2. Definitions
3. What Personal Data do we collect and process?
4. What do we use your Personal Data for?
5. Legal Basis for Processing
6. To whom do we disclose your Personal Data?
7. Cookies and Other Tracking Technologies
8. Processing Customer Information (VirtoSoftware as a Data Processor)
9. Data Subject Rights
10. Retention of Personal Data
11. Protection of Your Information
12. Data Breach Notification
13. Disclosure of Information Outside the EEA
14. Signing in Using Sign-in Services
15. Third-Party Links and Services
16. Use of Services by Children and Minors
17. Automated Decision-Making
18. California Privacy Rights
19. Changes to our Privacy Policy
20. How to Contact Us

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Workflow Reports

Thu, 16 Oct 2025 16:33:37 +0000

Virto Workflow Status Monitor generates reports on workflow results.

Click “Settings” to open the settings.

In the "Reporting" section, check "Enable reports", then set how often reports are generated and how results are stored. Click the "Report List" to view your reports.

Version Product History (Changelog)

Sun, 01 Jun 2025 11:42:04 +0000

Virto Calendar Web Part

Version	Date	Description
9.1.9	2025-08-01	[+] Backwards compatibility
9.1.8	2025-06-17	[*] Virto License Manager
9.1.7	2024-11-12	[-] Google Calendar authentication has been fixed.
9.1.6	2024-10-24	[-] Localization issue has been fixed.
9.1.5	2024-10-03	[-] Add new item fields.
9.1.4	2024-09-18	[-] SharePoint SE support.
9.1.3	2023-09-10	[+] The SPFX version added.
9.1.2	2021-09-15	[-] Minor bug has been fixed.
9.1.1	2021-06-10	[-] Minor bug has been fixed.
9.1.0	2021-04-15	[+] The SPFX support for modern pages was added.
9.0.7	2020-10-13	[-] Minor bug has been fixed.
9.0.6	2020-09-30	[*] Target framework updated to 4.7.2 to support SameSite attribute in HttpCookie for Chrome.
9.0.5	2020-06-26	[-] Minor bug has been fixed.
9.0.4	2020-06-23	[-] Minor bug has been fixed.
9.0.3	2020-05-12	[+] Support for TLS 1.2 protocol for Exchange data source type has been added. [-] Minor bug is fixed.
9.0.2	2019-06-11	[+] Option for hiding cancelled events from Exchange data source has been added.
9.0.1	2019-02-14	[*] First public release for SharePoint 2019.
9.0.0	2018-11-07	[+] New item form for SharePoint list data source type can be customized by adding additional list fields. [+] Option "Disable open event details/delete event from tooltip" has been added to data source settings. [*] Start and end dates can be changed on new item form for all other data source types.

8.5.2	2018-08-28	[-] Issue with not color coded Exchange events in some cases has been fixed.
8.5.1	2018-02-27	[+] Approval Status column has been added to columns for events color coding for SharePoint list data source. [*] Control for editing Exchange appointment description has been changed to custom one to support editing in all browsers. [-] Displaying recurring exchange events time is fixed on exchange event edit form. [-] Displaying recurring exchange events time is fixed before and after daylight saving time date. [-] Issue with not bound list views in some cases is fixed.
8.5.0	2017-07-04	[+] Field names for Exchange events in tooltip have been included to different localizations. [+] Requests to Salesforce use TLS protocol by default. [+] Read only for specific users/groups option has been added to Exchange data source type.
8.4.7	2017-03-16	[-] Issue with grid rendering in Month and Year views in IE11 (in some document modes) is fixed.
8.4.6	2017-02-21	[*] EWS api dll has been updated to support working with Exchange 2016. Restart SharePoint application pool on WFE server(s) after installation of upgraded package.
8.4.5	2017-01-25	[-] Issue with binding a lot of sites while configuring data source is fixed.
8.4.4	2017-01-06	[-] Error which caused fail in events loading is fixed in .js file.
8.4.3	2016-12-07	[*] Unnecessary alert in case of failed events loading is removed.
8.4.2	2016-10-18	[-] Issue with displaying multiline legend is fixed.
8.4.1	2016-10-10	[*] Dynamic events filtering can be performed by clicking legend items.
8.4.0	2016-09-01	[+] Options for events color coding in Exchange data source type have been added. [+] Exchange event attachments can be managed on Exchange event edit form. [+] Exchange event category can be selected on Exchange event edit form (works for Exchange from version 2010). [*] Time has been removed from tooltip for all day events.
8.3.0	2016-07-06	[*] First public release for SharePoint 2016.
8.3.1	2016-07-19	[-] Issue with displaying events from calendar list view in some cases has been fixed.
8.3.0	2016-06-20	[+] Option for displaying calendar events from Exchange public folders has been added.
8.2.0	2016-04-21	[+] Option for displaying Exchange calendar event attachments in tooltip has been added.
8.1.6	2016-03-11	[*] Some changes in expanding of recurring events for SharePoint lists. [-] Some fixes in html layout. [-] Fixed issue in case then Multiday and Multisource calendars are on one page.
8.1.5	2016-01-21	[-] Minor bug in disposing some objects on client side in Task View has been fixed.
8.1.4	2015-10-26	[-] Minor bug in loading items when SharePoint generic list contains "Recurrence" field in "_Hidden" group has been fixed.
8.1.3	2015-10-21	[-] Minor bug in editing all day Exchange event with non-English locale has been fixed.
8.1.2	2015-08-05	[-] Minor bug in tooltip has been fixed.
8.1.1	2015-07-15	[+] Support for "Attendees" field in tooltip has been added for Exchange data source type.
8.1.0	2015-07-08	[*] License manager has been updated.
8.0.2	2015-06-25	[+] Installation on site collections with SP2010 experience via setup.exe.
8.0.1	2015-04-17	[-] Bug with loading events on some subsites has been fixed.
8.0.0	2015-01-20	[+] Sales force calendar has been added as data source type. [+] Option for making data source read only for specific SharePoint users/groups has been added to SharePoint list type data source. [*] Working with Google calendars has been updated to Google API v3.

7.1.2	2014-10-28	[-] Bug with missing events after displayed field renaming has been fixed.
7.1.1	2014-10-22	[-] Date format in exchange event editing form is taken from site regional settings.
7.1.0	2014-10-21	[] Some design changes. [-] Time format in exchange event editing form is taken from site regional settings. [] EWS Api has been updated to version 2.2
7.0.2	2014-09-11	[-] Bug with displaying some events in Multisource view has been fixed.
7.0.1	2014-07-24	[-] Minor bug has been fixed.
7.0.0	2014-03-28	[+] Web License Manager [+] Enterprise license [*] Version of Microsoft.Exchange.WebServices.dll updated to 2.0.0 [-] Minor bug has been fixed.

6.0.5	2013-05-27	[-] Minor bug has been fixed.
6.0.4	2013-03-22	[-] Minor bug has been fixed.
6.0.3	2013-03-07	[+] Description field can be displayed in tooltip from Google calendar event. [-] Minor bug has been fixed.
6.0.2	2012-12-25	[+] First public release for SharePoint 2013.

Version Release History

Sun, 27 Oct 2024 08:26:48 +0000

Virto Active Directory User Service for SharePoint 2019/SE

Version	Date	Description
4.2.5	2024-10-23	[-] MS SharePoint Security Update
4.2.4	2024-04-23	[+] RedirectURL param in the URL [-] Fieldset display value
4.2.3	2024-04-15	[-] Add a new field with an existing AD attribute
4.2.2	2023-11-29	[+] Caching option.
4.2.1	2019-06-06	[-] Minor bug has been fixed.
4.2.0	2019-05-16	[+] Self service web part supports updating users from child domains.
4.1.3	2019-04-22	First public version for SharePoint 2019

Virto Active Directory User Service for SharePoint 2016

Version	Date	Description
4.2.5	2024-10-23	[-] MS Security update of SharePoint
4.2.4	2024-04-23	[+] RedirectURL param in the URL [-] Fieldset display value
4.2.3	2024-04-15	[-] Add a new field with an existing AD attribute
4.2.2	2023-11-29	[+] Caching option.
4.2.1	2019-06-06	[-] Minor bug has been fixed.
4.2.0	2019-05-16	[+] Self service web part supports updating users from child domains.
4.1.3	2016-10-14	[-] Bug in binding manager field in some cases is fixed.
4.1.2	2016-10-05	[-] Bug in clicking users in search results has been fixed.
4.1.1	2016-07-06	First public version for SharePoint 2016

Virto Active Directory User Service for SharePoint 2013

Version	Date	Description
4.2.1	2019-06-06	[-] Minor bug has been fixed.
4.2.0	2019-05-16	[+] Self service web part supports updating users from child domains.
4.1.3	2016-10-14	[-] Bug in binding manager field in some cases is fixed.
4.1.2	2016-10-05	[-] Bug in clicking users in search results has been fixed.
4.1.1	2015-08-07	[*] Indirect membership checking has been added to User service web part.
4.1.0	2015-07-10	[*] Updated Virto License Manager
4.0.2	2014-12-02	[+] EULA has been added to setup package.
4.0.1	2014-06-26	[-] Minor bug has been fixed.
4.0.0	2014-04-09	[+] Web license manager [+] Enterprise license
3.1.0	2012-02-05	First public version for SharePoint 2013

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Microsoft Planner

Thu, 10 Oct 2024 09:20:34 +0000

Virto Calendar App supports adding tasks from Microsoft Planner to your Virto calendar for efficient collaboration and team planning.

To achieve this, navigate to the Virto Calendar App settings by clicking on the calendar name.

In Edit calendar, Scroll down to “Exchange settings” and check the box “Display tasks from MS Planner.”

To view a specific planner, choose "Specified" in "Display available plans" and use the search bar to find a planner.

Data Security

Fri, 28 Nov 2025 12:48:45 +0000

Data security	Supplier's response
How do you store credentials, such as passwords? (It also applies to system accounts in source code).	n/a, you install an app in your SharePoint and use your Office 365 credentials
Do you have rules that staff follow regarding how authentication information is handled?	n/a
Briefly describe how you allocate and update permissions for users and system components.	n/a
The supplier must protect and ensure that there is traceability in the tools intended for system maintenance, their security configuration, and their information. How do you protect these tools?	n/a
Do you own and operate your own data center, or is it outsourced to a third-party or cloud-based solution such as AWS/Azure? To whom is it outsourced?	We store it in Azure.
If you have your data center, what level of protection does it have?	n/a
Do you have routines that ensure that only authorized personnel have physical access to any potential data centers?	n/a
The supplier must have routines regarding change management for the parts that may affect the delivery’s security and availability. Do you have routines regarding change management for components, systems, and other factors that may affect the security and availability of the delivery?	n/a
What malware protection do you use, and how often is it updated?	n/a
What security measures have you implemented against unauthorized access and unauthorized information modifications?	Internal information
Which authentication solution have you opted for?	n/a
Do you have routines for conducting security tests, such as penetration testing?	n/a
How do you mitigate any security incidents?	n/a

Internet Calendars (iCalendar Feed, Google Calendar)

Thu, 10 Oct 2024 09:20:54 +0000

Virto Calendar App supports adding iCalendar feeds to your Virto calendar view.

An iCalendar feed, or .ics feed, is a universal calendar format compatible with most calendar solutions.

Its primary purpose is to facilitate sharing calendar data between different calendars and calendar applications. Virto Calendar App enables adding events from online calendars that support iCal feeds through an iCalendar link.

To incorporate events from an external calendar into your Virto calendar, follow three simple steps:

Information Security

Fri, 28 Nov 2025 12:49:04 +0000

Information security	Supplier's response
Do you have a policy that describes how employees may work remotely regarding the operation, management, and support of the services delivered?	Yes
Do you have processes and routines in place for background checks on staff?	Yes
Have you signed a confidentiality agreement (NDA) with your employees? The confidentiality agreement must include information about your customers.	Yes
Do you have agreements that ensure confidentiality for subcontractors (NDA)?	Yes
Do you regularly conduct staff training to increase information security awareness?	Yes
Describe what measures you have in place for violating information security rules.	n/a
Do you have documented rules, routines, and roles that describe the permitted use of the resources included in the delivery?	No
Do you have routines and features for permanently deleting information related to the delivery? (The supplier must, on request, be able to present evidence that this has happened.)	No
Do you conduct regular risk assessments for the system/service/application?	No
What routines do you have for information management?	Documents and procedures
What are your guidelines for system administration accounts?	Internal information
Briefly describe what encryption routines you have in place.	Internal information
Do you encrypt all communications, and which encryption technologies are used?	n/a
Describe your data destruction procedures. What happens to customer data if a customer leaves you? How do you handle the decommissioning or temporarily managing databases and storage media holding customer-related information? Within what time period is it managed?	We don’t store customer data. All data is stored in your SharePoint tenant

Adding a New Calendar

Thu, 10 Oct 2024 09:21:17 +0000

The list of available calendars appears in the "Available calendars" section in the Virto Calendar App settings. To add a new calendar, click "Create New" and choose (or create) a data source as described in the "Adding a New Data Source" section.

"Create New" icon is located in the upper left corner

In this way, you can create multiple calendars with various combinations of data sources and switch between them without needing to open the settings again.

Maintenance

Fri, 28 Nov 2025 12:49:16 +0000

Maintenance	Supplier's response
Are there logging functions for security-related events, and if so, which events do you log?	Nothing
How do you protect logging features and logging tools against tampering and unauthorized access, including from your own staff?	n/a
Describe how you inform customers about technical vulnerabilities. How and when do you report that you have discovered a vulnerability or leak?	Via email immediately
Describe what you use for principles and methods for developing secure systems.	n/a
Do you have guidelines for information security in your development processes? How are these applied to major changes?	n/a
The supplier must have routines for reviewing and testing the availability and security of changes to business-critical operating platforms. Describe your routines for reviewing and testing the availability and security of changes to business-critical operating platforms.	n/a
Do you have documented routines for monitoring, detecting, analyzing, reporting, escalating, and handling security events and security incidents?	n/a
Do you follow the routines for handling safety incidents from current laws and regulations?	n/a
Briefly describe your routines to ensure the availability of the system/application.	Internal information
Describe your routines for continuity and disaster management. How is our data protected from a reliability and accessibility perspective?	Data is always stored on your side. We don’t have access to it.
What are your SLA levels? (What do you guarantee for availability/uptime?)	Same as Azure
How often is data backed up?	We don’t store data

Terms and Conditions of Purchase

Fri, 28 Nov 2025 12:49:37 +0000

These Terms and Conditions (“Terms”) apply to all purchases of products and services from UAB VirtoSoftware (“we,” “us,” or “our”).

1. Products and Services Covered

These Terms apply to:

SaaS subscriptions (cloud-based software)
On-premise software with optional annual support/maintenance

2. How to Purchase

Purchases can be made via:

Our website (via 2Checkout / Avangate)
Direct sales with invoicing and bank transfer
Authorized resellers and partners

We also offer free trials and product demos with limited support.

Installing a web part in SharePoint Classic experience

Tue, 03 Mar 2026 17:57:15 +0000

Go to the page where you want to add your web part and click Edit.

Open the Insert tab, find Web Part, and click it.

In the Categories list, locate Virto Solutions → Virto User Manager, then select the web part you want to embed on the page. Click Add.

Click the settings icon on the web part and select Edit Web Part.

In the right-hand pane that appears, find AD Manager Web Part Settings and click Configure WebPart.

EWS.Permission Deprecation Notice and Virto Calendar Compatibility

Mon, 09 Feb 2026 13:40:30 +0000

Context

Microsoft is deprecating certain Exchange Web Services (EWS) API permissions, including the EWS.AccessAsUser.All scope, in favor of the newer Microsoft Graph API permissions (e.g., Mail.ReadWrite, Calendars.ReadWrite). As part of their ongoing modernization efforts, some administrators may receive alerts from Microsoft regarding applications still using EWS-based permissions.

Explanation

Virto Calendar primarily integrates with Microsoft 365 through the Microsoft Graph API, which serves as the main interface for all calendar operations—such as viewing events, creating meetings, and managing user and group calendars.

Sharings

Tue, 03 Feb 2026 14:37:18 +0000

Permissions

Tue, 03 Feb 2026 14:36:29 +0000

Private calendar checkbox

Ticked: Only you can see this calendar. Other settings are disabled.

Unticked: All users in the organization can see the calendar.

Permission Mode Options

Default: All users access the calendar as owners.

Restricted: Owners can edit events and modify this calendar; Members can edit events; Others can view events.

Assigning Users

Type user name or email to search and add to Calendar owners (edit events/modify calendar rights) or Calendar members (edit events rights).

External Calendars

Tue, 03 Feb 2026 14:35:38 +0000

Virto Shared Calendar supports adding iCalendar feeds to your calendar view.

An iCalendar feed is a universal format compatible with most calendar apps, making it easy to share and combine events from different sources. You can connect any number of .ics calendars — holidays, weather, sports schedules, or even your Outlook or Google Calendar via an .ics link — and view them together with your team’s shared calendar.

Calendar

Tue, 03 Feb 2026 14:31:15 +0000

🗓️ Week View Settings

Accessible under the Calendar tab

Week settings

Setting	Description
Week start day	Select which day the calendar week begins (e.g., Sunday, Monday).
Working days	Check the boxes for days considered as working days (e.g., Monday to Thursday).
Working hours	Set your daily working hours using the slider (e.g., 9:00 to 18:00).

🗓️ Day View Settings

Accessible under the Calendar tab → Day settings.

Day settings

Setting	Description
Row Height (px)	Adjust the height of each row in the day view for better visibility.
Item Font Size (px)	Change the font size of calendar items for improved readability.
Left Column Time Format	Choose the time format for the left column (12-hour or 24-hour).
Time Scale	Set the interval for time slots displayed (e.g., 30 minutes).
Time Labels per Hour	Select how many time labels appear per hour (e.g., one).
Item Font Weight	Set the boldness of calendar item text (e.g., Normal, Bold).
Hide Timeline	Option to hide the timeline from the calendar view.
Hide Non-Working Hours	Option to hide hours outside your defined working hours for a cleaner view.
Live Refresh Timeout (min)	Set how often the calendar automatically refreshes (in minutes).

🗓️ Month View Settings

Accessible under the Calendar tab → Month settings.

Privacy Policy

Mon, 05 Jan 2026 13:33:53 +0000

This privacy policy was updated on December 11, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively “VirtoSoftware”, “we”, “us”, and “ours”), is committed to protecting your privacy.

This Privacy Policy describes our practices concerning the information that we collect through https://www.virtosoftware.com and any other websites operated by us (the “Websites”), our social media pages, email communications, and through our software applications for Microsoft 365 (collectively, the “Services”).

Bulk Upload

Mon, 05 Jan 2026 13:33:19 +0000

How to show Title and Description in SharePoint

Terms of Use (End User License Agreement - EULA)

Fri, 12 Dec 2025 15:36:56 +0000

Please review the following license agreement before installing or using the Virto Active Directory User Profile Sync Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Active Directory User Profile Sync Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Terms of Use (End User License Agreement - EULA)

Fri, 12 Dec 2025 15:35:04 +0000

Please review the following license agreement before installing or using the Virto Cascade Lookup Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Cascade Lookup Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Terms of Use (End User License Agreement - EULA)

Fri, 12 Dec 2025 15:33:12 +0000

Please review the following license agreement before installing or using the Virto Password Reset and Recovery Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Password Reset and Recovery Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Terms of Use (End User License Agreement - EULA)

Fri, 12 Dec 2025 15:22:27 +0000

Please review the following license agreement before installing or using the Virto Notifications & Alerts Web Parts software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Notifications & Alerts Web Parts product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Timer Jobs

Fri, 12 Dec 2025 15:21:24 +0000

The Virto License Manager adds timer jobs to the Central Admin Web Application, which notify your designated contact person about subscription status and updates. You can read about it here.

The Timer Job "Virto_Alerts_Customiser_Job" is responsible for sending notifications collected by the Virto Notifications & Alerts Web Part according to the configured settings.

Virto Alerts Customizer Job

This timer job must not be disabled; otherwise, the functionality of the Virto Notifications & Alerts Web Part will be lost.

Terms of Use (End User License Agreement - EULA)

Fri, 12 Dec 2025 15:19:19 +0000

Please review the following license agreement before installing or using the Virto Related Items Field Type Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Related Items Field Type Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Terms of Use (End User License Agreement - EULA)

Fri, 12 Dec 2025 15:13:17 +0000

Please review the following license agreement before installing or using the Virto Form Designer Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Form Designer Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Terms of Use (End User License Agreement – EULA)

Fri, 12 Dec 2025 14:48:20 +0000

Please review the following license agreement before installing or using the Virto Form Designer Web Part software product and/or its related materials.

Definitions: This UAB “Virtosoftware” End-User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation or single entity) and UAB “Virtosoftware” for the Virto Form Designer Web Part product, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Fri, 12 Dec 2025 14:29:34 +0000

Privacy Policy

Tue, 02 Dec 2025 13:17:11 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Terms of Usage (EULA)

Tue, 02 Dec 2025 13:17:03 +0000

End User License Agreement (EULA)

Please review the following license agreement before installing or using the Virto Workflow Automation app software product and/or its related materials.

Definitions: This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Workflow Automation app product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Data Storage and Security

Tue, 02 Dec 2025 13:16:51 +0000

At Virtosoftware, we understand that the security of your data is of utmost importance, which is why we use state-of-the-art security measures to keep your information safe. Our data storage and security framework fully corresponds with Microsoft's data protection standards.

For more information, please check the Security FAQ.

VirtoSoftware Security Overview

Sun, 09 Nov 2025 13:16:19 +0000

Public Version

Document Title: Security Overview
Classification: Public
Version: 3.0
Approval Date: February 9, 2026
Effective Date: February 9, 2026
Next Review Date: February 2027

Company Information:

VirtoSoftware UAB
Ozo g. 12A, Penta Technopolis
LT-08200 Vilnius, Lithuania

Email: support@virtosoftware.com
Phone: +1 (877) 892-7775
Website: www.virtosoftware.com

1. Introduction

VirtoSoftware is committed to providing secure, enterprise-grade applications for Microsoft 365 environments. This overview summarizes our security approach, certifications, and available documentation. For detailed information about our security architecture, policies, and procedures, please contact us to request our comprehensive security documentation package comprising 7 detailed policy documents (available under NDA).

Creating Workflow Schedule

Thu, 16 Oct 2025 16:38:04 +0000

To create a workflow schedule, click “Create”.

Now you need to define new schedule settings.

First, enter a schedule name and check "Enable".

Next, choose a source: either a "List workflow" (the dropdown shows all lists with workflows) or a "Site workflow".

Virto Workflow Scheduler lets you create workflows at the site level, not just within a SharePoint list—so the data source can be the entire site.

Then define which items the workflow will run on. You can select "All items in the list" and check "Include items folders". You can also select items from a specific view, specific items, or items matching CALM query.

Site Workflows

Thu, 16 Oct 2025 16:37:54 +0000

Virto Workflow Scheduler lets you build workflows for an entire SharePoint site—not just a single list. The workflow will use data from the site.

To set this up, create (or edit) a workflow and, in "Select source", choose "Site".

Configure the remaining settings, then click "OK" to save.

Hourly Time Trigger

Thu, 16 Oct 2025 16:37:44 +0000

You can set an hourly time trigger for workflows—choose "Hourly trigger" at step 6 when creating or editing a workflow.

Features

Thu, 16 Oct 2025 16:36:41 +0000

Workflow Auto-Scheduling - Automatically execute workflows at specific dates and times for process automation.
Flexible Scheduling - Choose from one-time, recurring, daily, weekly, or custom schedules.
Targeted Workflows - Trigger workflows for specific list items, views, or CAML-query, and run under any user account.

Adding Web Part to a SharePoint Site

Thu, 16 Oct 2025 16:35:24 +0000

Below is a list of steps to add Virto Workflow Status Monitor to a classic and modern SharePoint page.

Add Virto Workflow Status Monitor to a classic SharePoint page

Go to the SharePoint site where you want to add the Virto Workflow Status Monitor web part.
Open the page in edit mode:
- Click Edit on the page toolbar.

In edit mode, move to the zone where you want to place the web part and click Insert, then WebPart on the ribbon.

In the web part gallery that opens, find Virto Solutions, then Virto Workflow Status Monitor.
Select the web part and click Add.
Click Exit edit mode / Stop Editing to save the page.
To configure the web part, open the web part Settings [gear icon] and adjust the Status Monitor Web Part Settings as required.

Add Virto Workflow Status Monitor to a modern SharePoint page

Go to the SharePoint site (modern experience) where you want to display workflow statuses.
Either:
- Click New→Site page to create a new modern page, or
- Open an existing modern page and click Edit.

On the page canvas, click the + icon in the section where you want to add the web part.
In the web part picker, search for Virto Workflow Status Monitor and click its tile/icon to add it to the page.

Once the web part is added, open its settings pane (the Edit/pencil icon) and configure Status Monitor options as needed.
When configuration is complete, click Publish (or Republish) in the top-right corner to save and make the page available to users.

Status Monitor Web Part Settings

Thu, 16 Oct 2025 16:35:15 +0000

Once web part is added, click “Edit web part”. The block of web part settings will be displayed.

Define the source for the Virto Workflow Status Monitor – list, current site or site collection.

The experience is similar in classic SharePoint:

Click “Save” to save the settings.

The list of features supported is the same as for Virto Workflow Status Monitor used as a feature (in the site settings block).

Features

Thu, 16 Oct 2025 16:19:19 +0000

Workflow Display - View all workflows on a site or list, including source list and item details.
Filtering & Error Highlighting - Quickly identify issues with advanced filtering and error alerts.
Workflow Management - Control workflows: start, stop, auto-terminate, and restart canceled workflows.
Seamless Workflow Tracking - Filter workflows by list, item, date, and status, with error highlights for easy issue resolution.
Efficient Workflow Management - Manage workflows efficiently with start, stop, auto-terminate, and manual restart options.
In-depth Analysis & Reporting - Generate graphical reports for analyzing workflow performance and making data-driven decisions.

Data Storage & Security

Fri, 29 Aug 2025 16:56:05 +0000

Virto Polls stores your data on Microsoft Azure, which provides industry-standard security measures including encryption of data in transit and at rest, regular security updates, and compliance with applicable Microsoft cloud security standards. For more information, please check the Security FAQ.

Working with Virto Polls

Fri, 29 Aug 2025 14:47:53 +0000

How to create a new poll

Question types

Permissions

More about permissions (Virto Apps): https://docs.virtosoftware.com/virto-authorization-app/

Publishing

Poll results

Terms of Use (End User License Agreement - EULA)

Wed, 30 Jul 2025 08:52:38 +0000

Please review the following license agreement before installing or using the Virto Workflow Automation Web Part software product and/or its related materials.

Definitions: This UAB "Virtosoftware" End-User Software License Agreement ("EULA") is a legal agreement between you (either as an individual user, corporation or single entity) and UAB "Virtosoftware" for the Virto Workflow Automation Web Part product, which includes computer software and may include associated media, printed materials, and "online" or electronic documentation ("SOFTWARE PRODUCT" or "SOFTWARE"). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Exchange group calendar settings

Fri, 27 Jun 2025 18:59:32 +0000

To open these settings, go to General > Exchange Settings, click "Display events from resource calendars," and then click the gear icon to the right of the desired calendar.

In these settings, you can manage permissions for calendar members and categories.

You can assign members as either editors or reviewers.

How to add calendar in Outlook

Thu, 29 May 2025 10:51:09 +0000

Data Storage & Security

Thu, 17 Apr 2025 14:17:24 +0000

Virto Shared Calendar stores your data on Microsoft Azure, which provides industry-standard security measures including encryption of data in transit and at rest, regular security updates, and compliance with applicable Microsoft cloud security standards.

While Azure safeguards the infrastructure and data storage, Virto Shared Calendar allows you to share calendar information with external users outside your organization. Access to your calendar data is governed by the sharing permissions you configure. You acknowledge and agree that it is your responsibility to manage these permissions carefully and to ensure that only authorized individuals have access to your calendar information.

Terms of Use (End User License Agreement)

Thu, 17 Apr 2025 10:16:56 +0000

Please review the following license agreement before installing or using the Virto Shared Calendar App software product and/or its related materials.

Definitions

This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Shared Calendar App product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Privacy Policy

Thu, 17 Apr 2025 10:16:27 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Adding Upload as a web part

Thu, 03 Apr 2025 00:42:43 +0000

Adding the "Check In / Check Out" web part and working with it

Tue, 01 Apr 2025 23:01:01 +0000

Adding the web part

Working with web part

Edit web part in Modern experience

Tue, 01 Apr 2025 22:54:48 +0000

Edit web part in Classic experience

Tue, 01 Apr 2025 22:49:01 +0000

Edit feature in Classic experience

Tue, 01 Apr 2025 22:39:37 +0000

Move Web Part in Classic experience

Fri, 28 Mar 2025 01:39:32 +0000

Copy and Overwrite Web Part in Modern experience

Fri, 28 Mar 2025 01:38:43 +0000

Working with Multiple File Delete

Tue, 18 Mar 2025 20:58:01 +0000

Choose the files you want to delete by hovering over them and clicking the checkmark. Then, click the "Delete" icon on the upper menu.

When the Delete window appears over your document library, review your selections and click "Delete" in the upper-left.

A confirmation window will appear. Click "OK" to confirm the deletion.

You will see the log data for the deleted files.

The files you've deleted can be found in the Recycle Bin. Simply click "Recycle Bin" in the left-hand menu.

Working with Download

Tue, 18 Mar 2025 20:57:37 +0000

Quick Download

Select files by hovering and ticking the checkmark, then click "Download" on the ribbon.

Expected outage

Tue, 18 Mar 2025 20:56:25 +0000

The expected outage time ranges from two minutes to several hours, depending on your hardware and the number of SharePoint sites. We recommend that all Virto users perform upgrades or installations of the web part over the weekend.

For users with 100+ site collections, we suggest using PowerShell for the setup instead of setup.exe. Please contact our technical support for further details.

Engine settings

Thu, 30 Jan 2025 21:57:08 +0000

Engine settings include:

Theme (default, bar, light) of the switcher
Effect of image switching (16 options to choose from)
Slide transition speed and duration of each slide view
Width and height
Other options

Engine settings

Please note that there are size limitations: a minimum of 100px and a maximum of 2048px.

View settings

Thu, 30 Jan 2025 21:56:39 +0000

View settings include:

Caption type (file name or field value, e.g., title)
Navigation (file URL or field value, e.g., title)
Option to open a link in a new tab when you click on the image

View settings

Source settings

Thu, 30 Jan 2025 21:55:42 +0000

Source settings include:

Library (choose an image library from a drop-down menu)
Library view (choose a library view from a drop-down menu)

Source settings

Privacy Policy

Fri, 27 Dec 2024 12:23:13 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Terms of Use (End User License Agreement)

Fri, 27 Dec 2024 12:22:40 +0000

End User License Agreement (EULA) for Virto Form Designer App

Please review the following license agreement before installing or using the Virto Form Designer App software product and/or its related materials.

Definitions: This UAB VirtoSoftware End User Software License Agreement ("EULA") is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Form Designer App product, which includes software and may include associated media, printed materials, and "online" or electronic documentation ("SOFTWARE PRODUCT" or "SOFTWARE"). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Predecessor and Successor

Mon, 25 Nov 2024 17:50:55 +0000

Virto Gantt Chart App for SharePoint Online supports successor/predecessor relations. Predecessor and successor tasks are connected by arrows on the chart. Successor starts after predecessor.

If you add the predecessor to the task edit form, you can add predecessors right on the chart.

Note: a classic Task list has a predecessor column of the lookup type. If you’re using custom SharePoint list, make sure you have added a predecessor column for proper work.

Child Task

Mon, 25 Nov 2024 17:50:48 +0000

Sometimes you need to define parent-child relations between tasks on the Gantt chart. If a Task list is chosen as a data source, you can add child tasks. If a task has at least one child task, it is displayed as a summary task.

On the left part summary task appear with an arrow and ability to collapse the child tasks.

To add a child task, click the summary task in the left part of the app and use “+ Child task” button. In this case SharePoint list data source must be also a task list.

Milestone

Mon, 25 Nov 2024 17:50:38 +0000

Milestone is a task with zero duration, its start date is equal to the end date. To add a milestone, click “+ Milestone”.

Fill in the fields and choose the milestone date. Click “Save”.

A milestone appears on the chart in its classic view — a rhombus-shaped point.

Creating a Task

Mon, 25 Nov 2024 17:50:28 +0000

Virto Gantt Chart App for SharePoint Online supports creating tasks right in the chart. The same changes will be done in the source SharePoint list.

Click “+ Task” button.

Specify the task name, choose the data source list (for Gantts with multiple data sources), define the start and end dates. You also can set predecessor, add attachments, set the percent completion and assign the task to a user or group.

The new task will appear in the table and on the chart depending on its start/end dates and relations with other tasks.

Deleting a Task

Mon, 25 Nov 2024 17:50:21 +0000

You can delete a task it the data source is not read only. Double click the task you wish to delete and click “Delete”.

Editing a Task

Mon, 25 Nov 2024 17:49:29 +0000

If you need to edit a task, double click it and editing/viewing (if data source is read only) form will appear. If data source is not read only, the task can be also deleted by clicking “Delete” button on the editing form.

Note: the edit form can be customized. Return back to the data source settings to add more fields to display in it.

Moving Tasks and Changing Task Duration

Mon, 25 Nov 2024 17:49:19 +0000

You can easily change task dates by drag and drop. Drag the task to the date/time you need it to start. The end date will change accordingly (the duration is left the same in this case).

If you need to change the duration, you drag just the start or end of the task bar. The same changes will be done in the source SharePoint list.

Layout of Virto Gantt Chart App

Mon, 25 Nov 2024 17:49:01 +0000

A tuned Gantt chart of the Virto Gantt Chart App consists of a top panel with tools and navigation buttons and a Gantt chart itself.

The left part contains the list of tasks from all the chosen data sources. The right part displays the graphical structure of tasks, their duration, percent completion, the order, and parent-child relations. When you scroll tasks in the left part, the right part is scrolled accordingly.

Configure Gantt Chart

Mon, 25 Nov 2024 17:48:42 +0000

When the list of data sources (or at least one data source) is ready, you can create Gantts. Gantt in the Virto Gantt Chart app is name of a single chart with chosen data sources and applied settings. You can switch between available Gants and analyze your projects on a single SharePoint site page. To configure the Gantt chart switch to the edit page mode and click “Add” under List of gantts.

Configure Data Sources

Mon, 25 Nov 2024 17:48:19 +0000

Before you adjust Gantt view, configure data sources. You may use a single SharePoint list as a data source or choose multiple lists to display in a single Gantt chart.

Note: SharePoint Task list is the best option of a data source for your future Gantt chart. However, you can use custom SharePoint list too. Just make sure it contains fields you can use for proper work of the Gantt chart (start/end date, lookup field for predecessor, and etc.). The data source list also should contain the Parent ID field.

Virto Gantt Chart Configuration

Mon, 25 Nov 2024 17:48:13 +0000

Then switch to the Edit page mode to start configuration of the Virto Gantt Chart.

Now click “Edit web part”.

The configuration of Virto Gantt Chart app consists of two basic steps:

Configuration of Data sources — adding SharePoint lists with task information.
Configuration of Gantts — creating Gantt views with chosen single o or multiple data sources.

Adding Virto Gantt Chart App on a SharePoint page

Mon, 25 Nov 2024 17:48:03 +0000

Open SharePoint site page where you would like to add the Virto Gantt Chart App. Switch to edit page mode by click on the Edit icon.

Click the Plus icon to add a new app part.

Then choose the Virto Gantt Chart App.

Browser

Mon, 25 Nov 2024 17:47:48 +0000

Microsoft Internet Explorer 11 or higher, Google Chrome, Mozilla Firefox.

Operating System

Mon, 25 Nov 2024 17:47:41 +0000

SharePoint Online / Office 365

Terms of Usage

Sat, 23 Nov 2024 07:25:15 +0000

End User License Agreement (EULA)

Please review the following license agreement before installing or using the Virto Gantt Chart app software product and/or its related materials.

Definitions:

This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Gantt Chart product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Privacy Policy

Sat, 23 Nov 2024 07:25:11 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Getting Started

Sat, 23 Nov 2024 07:24:54 +0000

Installation:

Go to the SharePoint Store from your SharePoint Online site or Microsoft Appsource.
Search for "Virto Gantt Chart" and click "Add" to install the app.

Configuration:

Add the Virto Gantt Chart web part to your SharePoint page.
Configure the data source by linking your SharePoint lists to the Gantt chart.

Using the Gantt Chart:

Adding Tasks: Click on the chart and enter task details.
Modifying Tasks: Use drag-and-drop to adjust durations, dependencies, and completion percentages.
Customization: Customize the chart's appearance and timescale to fit your project needs.
Advanced Features: Manage multiple projects, export charts, and set user permissions.

For more detailed information about product setup and other details, please refer to the Virto Gantt App for SharePoint Online Documentation.

Version Release History (Changelog)

Fri, 22 Nov 2024 20:18:00 +0000

Virto Kanban Board Web Part for SharePoint

Version	Date	Description
5.3.7	2025-08-19	[+] Inheriting the status from the parent task [+] Support for custom CSS styling within rich text controls [*] Support for SharePoint Migration
5.3.6	2024-10-09	[*] Angular JS version [-] Texts
5.3.5	2024-04-29	[-] CVE-2024-34400
5.3.4	2024-03-14	[+] Ability to change text direction (rtl/ltr) in rich text [-] Notification tags [-] Duplicates in the 'Assigned to' Chart
5.3.3	2023-12-19	[+] Admin settings (Notification template) [] Charts [] Task link tag [-] Import board template [-] Completion chart [-] Incorrect overlaying of layers in design [-] Internal bug: URL decoding [-] 'Hide empty swimlanes' button
5.3.2	2022-04-09	[+] Config + List templates (export/import) [*] Kanban SPFx app
5.3.1	2022-03-10	[+] 'Collapse All' button [+] 'Hide empty swimlanes' button [+] Interactive changing column field [+] Notification when Board has unversioned lists [+] Interactive creation the fields for Due Date, Notification and Labels [*] Admin settings
5.2.3	2021-10-27	[+] Notification condition (New task) [+] Subtask cycle detection [+] Add file to SharePoint document library [+] Actions [+] List of Boards
5.2.2	2021-06-11	[*] Charts [+] Kanban boards report [+] Export to pdf-file [-] Bugs
5.2.1	2021-03-26	[] Charts [-] Bugs [+] Extrnal parent task [] Performance
5.2.0	2020-11-09	[+] Support subtasks [-] Multi lists behavior [] Debug module [-] Custom notifications [+] Suggested notification [+] SPFx installation [-] Callout form [-] Fixed Attachments view [] Quick board [+] Condition value [Me] [-] SPFX Calendar and Labels [-] SPFX configuration store [-] Custom list configurating [-] Localization
5.1.1	2020-08-26	[+] Support custom css-file [*] Merge Images and Attachments [-] User swimlanes [+] Suggested notifications: item was deleted
5.1.0	2020-06-09	[+] SPFx merge preparation
5.0.6	2020-06-03	[-] Bugs
5.0.5	2020-05-14	[+] Debug Module
5.0.4	2020-05-05	[-] Notifications [+] Export Virto log records
5.0.3	2020-03-27	[*] Edit/View form re-design
5.0.2	2020-03-17	[+] Disabled list event receivers
5.0.1	2020-03-12	[+] Labels [+] History [+] Weight based stats [] Behavior card tooltip(callout) [-] Mention user in comments (IE) [+] Unsubscribe link in mail body of comments watcher [] Custom fields [*] Kanban Farm and Site settings [-] UI [+] Disable Content Security Policy [-] Fixed 'Counter' [-] Polish translation [+] Russian localization [-] Attachment's events [-] Internal bugs [+] Localization language from profile

4.4.12	2019-11-01	[-] RichTextBox control [*] List picker design [+] Disable Quick Board [+] Sorting swimlanes
4.4.11	2019-10-08	[-] Internal bugs [+] 'Clone task' action
4.4.10	2019-10-08	[-] "is modified" condition in Notifications [*] "Table view fields changes" tag in Notification body
4.4.9	2019-09-23	[-] Polish localization [-] Reset Style Rule
4.4.8	2019-09-12	[+] Mention user in comments [+] Image preview on ticket
4.4.7	2019-09-05	[-] Fixed internal issue with saving managed metadata [-] Changed default settings for global config [-] Notifications [-] Internal bugs
4.4.6	2019-08-25	[+] Details of error message [-] When HTML views not exist
4.4.5	2019-07-25	[*] Changed way to apply override settings [-] Polish translation
4.4.3	2019-07-17	[-] Fixed issue with uploading attachments [-] Fixed issue with filtering by assigned field [-] Fixed issue with pages containing special characters
4.4.2	2019-07-15	[-] Fixed serialization issue
4.4.1	2019-07-08	[+] Added Farm and Site Kanban global settings
4.4.0	2019-07-04	[*] Kanban Engine has been rewritten [+] Added default swimlane for dynamic lanes
4.3.16	2019-07-02	[-] User picker
4.3.15	2019-06-25	[-] Fixed issue with Dynamic lanes [-] Internal bugs
4.3.14	2019-06-12	[-] Fixed infinite loop while loading lookups and managed metadata values [-] Fixed issue with style rule [-] Fixed issue with multi choice
4.3.13	2019-06-05	[-] Fixed issue with Note field in Kanban Edit Item dialog for IE [-] Fixed issue with similar colors for Charts [+] Added ability to specify default view for each list
4.3.12	2019-05-29	[-] Fixed issue with UserField with allowed SharePoint Groups [-] Fixed issue: The length of the string exceeds the value set on the maxJsonLength property. [-] Error Handling: choice field without values. [-] Fixed issue: Kanban Card will be shifted to the first column if you change the state to a non visible column [+] Logging module of web parts
4.3.11	2019-05-20	[*] Added support for creating new items using standard SP forms within columns and swimlanes [+] Input dropdown control [+] 'In fill' support
4.3.10	2019-05-16	[-] Search panel [-] Internal bugs [-] Condition 'is null' [+] Enriched Text Fields on card [+] AD security groups as the recipient in notifications [+] Support Taxonomy(Multi) Field Type
4.3.9	2019-04-29	[+] Option Hide empty fields [+] User fields as the recipient in notifications
4.3.8	2019-04-23	[*] Performance [+] Card update indicator [-] Fixed UI issues
4.3.7	2019-04-15	[-] Fixed an issue with creating boards for existing lists
4.3.6	2019-04-12	[-] Fixed issue with card title second field requirement
4.3.5	2019-04-11	[-] Fixed css issues
4.3.4	2019-04-05	[+] Added option to disable drag & drop [*] Removed Note field from allowed for title [-] Fixed issues with image field sizes and positions
4.3.3	2019-04-04	[+] Added support for Image fields. [-] Fixed image oversize in rich text. [-] Fixed group notifications
4.3.2	2019-04-03	[+] Added support for 50mb+ files uploading via Kanban. [+] Added Note field to conditions and E-mail templates.
4.3.1	2019-04-01	[+] Ignore sending if listed conditions didn't change [+] Ability to choose operator for union Filters [+] Ability to choose first day of week [+] Notification condition 'Is Modified' [] Conditions (blocks and groups) [] Notifications (SP Groups) [] WIP limit for column [+] Modular Title [] Board access permissions [+] Suggested notifications [+] Suggested rule styles
4.2.28	2019-03-25	[+] Compatible boards v3.4.31
4.2.27	2019-03-18	[-] Notification rule [-] Attachments [+] Watcher's email localization [-] Fixed encoding problems
4.2.26	2019-02-21	[-] Save and load Board template [+] Select contenttype for fast task creation [-] Notification [+] Global Settings
4.2.25	2019-02-04	[-] Broken avatar's URL in the rollup menu [*] Task removes to recycle bin [-] DateTime format [-] Internal bugs
4.2.24	2019-01-24	[+] Extend Users receiving notifications [*] Userpicker's search string
4.2.23	2019-01-22	[] Performance [] Broken avatar's URL [-] Fixed Notification rules [-] Internal bugs
4.2.22	2019-01-08	[-] Fixed 'getorder' function [*] Added hover effect on a userpicker
4.2.21	2018-12-24	[-] Fixed internal bugs [+] Support Managed Metadata fields [+] Support Web Parts connection
4.2.20	2018-12-10	[-] Fixed calendar localization [-] Fixed bug with 'Send notification', when task has been assigned to user [-] Fixed 'Create new board' on system pages (pages without library) [-] Fixed Multi choice control [*] URL Format of user avatars
4.2.19	2018-12-03	[*] Display attachments as URL on card and on callout [-] Fixed logic of removing attachments [-] Fixed logic of calculating callout orientation
4.2.18	2018-11-26	[+] Fixed bug with lookups filtering
4.2.17	2018-11-26	[+] Added support for indirect users
4.2.16	2018-11-22	[*] Fixed minor bugs
4.2.15	2018-11-12	[] List picker: use sites tree [-] Fixed support style rules ver. 3.
4.2.14	2018-10-30	[+] Support publishing pages based on page layouts [-] Fixed JQuery Pickadate when use noConflict
4.2.13	2018-10-24	[-] Fixed bug with not supported cultures [] Ability to customize table in Rich Text user control [+] Support a Message box [-] Fixed Polish translation [-] Fixed 'Configuration' icon visibility on Board actions [] Excluded Gant and Calendar views from settings [+] Added 'Expand all' icon on Board actions
4.2.12	2018-10-08	[+] Board: Ability to edit Card Title from card directly [+] Board: Ability to edit currency value from card directly [+] Board: Ability to sort by currency field [+] Board: Ability to edit (multi)lookup value from card directly [+] Board: Ability to sort by (multi)lookup field [+] Board: Ability to edit (multi)choice value from card directly [+] Board: Ability to sort by (multi)choice field
4.2.11	2018-09-18	[-] Fixed bug with Swimlanes (Add swimlane)
4.2.10	2018-09-17	[-] Fixed bug with List picker
4.2.9	2018-09-16	[] Filters union on the filter panel [] Change UI of sort settings
4.2.8	2018-09-07	[+] Fixed internal bug with js
4.2.7	2018-09-03	[+] Support External lists [*] Changed css registration
4.2.6	2018-08-31	[-] Fixed bug with default view [-] Fixed bug with Read Permission
4.2.5	2018-08-15	[] JQuery upgraded to 3.3.1 version [] JQuery-ui upgraded to 1.12.1 version [-] Fixed bug with moving items between columns
4.2.4	2018-08-07	[+] Advanced setup: Use SharePoint new form [*] Increase performance [-] Fixed logic of swimlanes
4.2.3	2018-08-03	[+] Card setup: URL Format of user avatars [+] Advanced setup: Use horizontal scroll [*] Fixed Tooltip form position [-] Fixed some errors
4.2.2	2018-08-01	[] Board setup: Modal form for insert left (right) column value [] Board: Moving board by mouse instead horizontal scroll [*] Board: Add ability edit Due date from card directly
4.2.1	2018-07-30	[+] Add ability edit values from card directly [+] Extend Card settings: Use SharePoint form [*] Charts: Sort Members by ascending [-] Fixed bug with unsubscribe 'task watchers' [-] Fixed bug with two Kanban webparts in one page [-] Fixed localization
4.2.0	2018-07-17	[+] Add interactive search of cards on board by Title field [+] Extend Additional settings: sort field in column(cell) [+] Extend List settings: default view [*] Update card UI [-] Fixed bug with swimlane settings [-] Fixed bug with permissions [-] Fixed bug with Counter (Calculated fields)
4.1.4	2018-07-04	[-] Fix localization texts [-] Fix notification panel [+] Add tooltips to board legend
4.1.3	2018-07-02	[+] Extend Swimlanes settings: hide empty swimlines and collapsed by default if using dynamic swimlanes [+] Extend Additional settings: allow fast creation from a column [+] Minimum count of task for Small card [+] Button to show cards more when 'Max work tasks'
4.1.2	2018-06-25	[+] Support templates of Kanban properties
4.1.1	2018-06-18	[-] Fix Available views setting (IE) [-] Fix localization [-] Fix Detecting HTTPS
4.1.0	2018-06-11	[+] Compatible boards v3.4.9 [-] Fix bugs and UI
4.0.10	2018-05-30	[+] Added German localization [-] Fix Current Culture Number Format [-] Fix URI Encode
4.0.9	2018-05-29	[-] UI for IE [-] Fixed charts [*] Modified Polish localization
4.0.8	2018-05-25	[-] Fixed Crashed setup
4.0.7	2018-05-25	[+] Added Poland localization
4.0.6	2018-05-24	[*] Excluded Newtonsoft.Json.dll
4.0.5	2018-05-24	[*] UI - design watcher bell
4.0.4	2018-05-23	[-] Fixed bug with first opening settings page
4.0.3	2018-05-22	[-] Fixed bug with expired licenses
4.0.2	2018-05-21	[-] Fixed bug with Pesonal filters [-] Fixed UI activity in Notifications
4.0.1	2018-05-17	[+] UI redesign [+] Multi list ability [+] Extended features for Board, Cards and Advanced Setup

3.4.12	2018-02-07	[+] Added option to prepend item id to the item title
3.4.11	2018-02-01	[-] Fixed bug with non-English locale on quick creating board
3.4.10	2018-01-30	[+] Added restore filter settings on browser refresh
3.4.9	2017-09-15	[-] Fixed bug with comparing numbers
3.4.8	2017-09-07	[-] Fixed Kanban in IE [-] Fixed Version Conflict error
3.4.7	2017-09-04	[-] Fixed bug with connection to a list web part
3.4.6	2017-09-01	[+] Added option to sort filter views
3.4.5	2017-08-29	[-] Fixed bug with not appeared configuration link
3.4.4	2017-08-25	[-] Fixed bug with event receivers attached to the board list
3.4.3	2017-08-07	[] Allowed scroll while dragging if sorting is enabled [] Updated Order control for select boxes [-] Fixed bug with clearing styles applied to items
3.4.2	2017-08-07	[*] Updated verification of the editing mode on the page
3.4.1	2017-08-04	[*] Updated verification of the editing mode on the page
3.4.0	2017-07-31	[+] Added "Disable dynamic hiding of empty swimlanes with applied filters" option [+] Added "Disable fast task creation from a column" option
3.3.6	2017-07-28	[-] Fixed style rules bug for User field [-] Fixed WebPart connection bug for Sparqube.LookupColumn field [-] Fixed watcher unsubscribe [*] Updated verification of the editing mode on the page
3.3.5	2017-07-24	[-] Fixed bug with wrong order of tooltip fields
3.3.4	2017-07-19	[-] Fixed bug with "Disable drag and drop" option
3.3.3	2017-07-17	[] Updated behaviour of Swimlanes: with filters, empty swimlanes hidden [] Updated Members filters: only users in current tasks [-] Fixed Total popup styles
3.3.2	2017-07-13	[-] Fixed Charts when the web part is connected [-] Fixed Total popup styles [*] Updated user options in Condition control: only list's members shown
3.3.1	2017-07-10	[*] Updated "Add new task" button behaviour: new tasks placed at the top of the column
3.3.0	2017-07-07	[+] Added support of web part connection to filter tasks [+] Added support of Sparqube lookup field [+] Used Field configuration for rounding the total

3.2.5	2017-05-23	[-] Fixed "Overdue tasks colors" option for counts
3.2.4	2017-05-17	[+] Added "Ignore Max work tasks" option for counts [+] Added "Tasks Number" function for counts
3.2.3	2017-05-12	[-] Fixed assigned notifications when a task is added [-] Fixed card default colors [-] Fixed overdue styling
3.2.2	2017-05-10	[-] Fixed board’s relative URLs in emails
3.2.1	2017-05-05	[-] Fixed relative URLs in emails
3.2.0	2017-04-14	[*] Updated routing system to avoid failures during Fast Edit
3.1.2	2017-04-05	[-] Fixed Overdue option [-] Fixed Permissions option
3.1.1	2017-03-28	[-] Fixed loading of external users’ avatars
3.1.0	2017-03-27	[+] Added option to show task count for first and last columns [+] Added sorting for Members filter
3.0.6	2017-03-24	[-] Fixed retrieving list members to prevent crashes if one request fails
3.0.5	2017-03-22	[*] Removed "UserName" field from queries to User Information List to avoid migration issues from SharePoint 2010
3.0.4	2017-03-02	[+] Added "Disable drag & drop" option [+] Added "Disable Task Watchers" option
3.0.3	2017-01-18	[-] Fixed broken links in IE [-] Fixed user avatars in IE
3.0.2	2017-01-16	[-] Fixed broken links on non-root site collections
3.0.1	2016-12-26	[-] Fixed dependency script error in Welcome controller [-] Fixed error during new board creation
3.0.0	2016-12-22	[*] Redesigned Kanban board and configuration page [+] Added Notification, Charts, Watcher, and Swimlane totals options

2.0.14	2016-11-12	[+] Added German localization
2.0.13	2016-11-09	[-] Fixed edit link visibility in Edit Mode on web part pages (EditDisplayMode was not considered)
2.0.12	2016-10-28	[-] Fixed edit link visibility in Edit Mode on web part pages
2.0.11	2016-06-22	[-] Fixed caching issue for users
2.0.10	2016-03-21	[*] Added ID field to callout fields [-] Fixed callout display behavior
2.0.9	2016-02-04	[-] Fixed opening configuration page in IE when URL contains non-English characters [-] Updated CSS rules
2.0.8	2016-01-28	[-] Reduced max-width of swimlane tab titles
2.0.7	2016-01-26	[-] Fixed localization on configuration page [*] Updated script salt to prevent caching
2.0.6	2016-01-19	[-] Fixed swimlane tab styles [+] Added option to display item count for first and last columns
2.0.5	2016-01-12	[-] Updated algorithm for detecting SharePoint version
2.0.4	2015-01-05	[-] Fixed edit link visibility in Edit Mode
2.0.3	2015-11-19	[-] Fixed bug using Lookup fields for generating swimlanes
2.0.2	2015-09-10	[-] Fixed minor bugs related to swimlane behavior, custom column width, sorting, and avatar display
2.0.1	2015-09-01	[-] Fixed “List not found” error on Confirm page [-] Corrected text and description errors
2.0.0	2015-08-26	[+] Added Swimlanes, “Show user as”, “Default color”, and “Quick filter” options [] Improved performance [] Redesigned configuration page
1.6.3	2015-07-16	[-] Fixed invalid CAML query for views with sorting when Kanban sorting is enabled
1.6.2	2015-07-14	[-] Removed “1” label from localization texts
1.6.1	2015-07-13	[-] Fixed missing User Profile Service in SharePoint Foundation 2013 [-] Fixed “Remove Column” button not working on configuration page
1.6.0	2015-07-XX	[+] Added support for Virto License Manager v3.0.0
1.5.3	2015-07-03	[+] Added ability to change localization
1.5.2	2015-06-29	[-] Fixed HTML markup for custom column widths
1.5.1	2015-06-26	[-] Fixed DateTime, LookupMulti, and UserMulti fields not showing in task callouts
1.5.0	2015-06-25	[+] Added ability to specify column widths and additional fields [-] Fixed markup when “New Item” button is disabled

1.4.5	2015-06-18	[-] Fixed incorrect URL for new/view/edit forms on non-main site collections [*] Improved performance
1.4.4	2015-05-15	[+] Added redirect to Kanban Web Part page after deleting an item via modal dialog
1.4.3	2015-05-13	[+] Used relative path to get the page where the Kanban Web Part is located
1.4.2	2015-05-07	[*] Used SPContext.Current.Site instead of creating a new SPSite object
1.4.1	2015-04-28	[+] Enabled use of any list or library with a Choice field as a data source
1.4.0	2015-04-03	[+] Made tasks sortable [-] Fixed filtering and refreshing behaviors
1.3.2	2015-03-27	[-] Specified container for draggable items
1.3.1	2015-03-26	[-] Fixed access list error [-] Fixed missing “New Item” button
1.3.0	2015-03-20	[+] Added Overdue Task Marker, Task Body Color, user/filter by custom field, and task management access [] Redesigned UI [] Renamed product to “Virto Kanban Board Web Part”
1.2.3	2015-02-04	[-] Fixed error when configuring web part on subsites
1.2.0	2015-02-03	[] Upgraded column customizer [] Changed design [*] Increased performance [+] Added new options for columns and double-click behavior
1.1.6	2014-08-15	[+] Added check for item existence in current view after update
1.1.5	2014-08-06	[+] Refreshed Request Digest
1.1.4	2014-08-01	[-] Fixed displaying hidden views
1.1.3	2014-08-01	[-] Fixed bug with displaying users if field does not allow multiple values
1.1.2	2014-07-31	[-] Fixed bug with view when "Include folders" option is not checked
1.1.1	2014-07-16	[-] Fixed bug with user mapping
1.1.0	2014-05-06	[*] Refactored JavaScript code [-] Fixed handling of lists with foreign characters [+] Added localization files
1.0.2	2014-04-23	[-] Fixed wrong URLs for newItem and editItem on subsites
1.0.1	2014-04-23	[-] Fixed compatibility with subsites
1.0.0	****--	[+] First public release for SharePoint 2016

Legend:
[+] Added [*] Changed/Updated [-] Fixed

Board history

Fri, 22 Nov 2024 20:17:53 +0000

The board history icon is located in the top right corner. This feature allows you to track task history and view all changes made to the current board.

Board history

Ensure that the Item Version History option is enabled in the list versioning settings.

You can apply filters to view specific changes.

Board history

Note that attachment changes and pictures are not displayed in the task or board history.

Lead Time

Fri, 22 Nov 2024 20:17:45 +0000

he Lead Time chart shows the amount of time it takes for a task to move from the start to completion on the Kanban board. It tracks the total duration a task spends in the workflow, helping you analyze the efficiency of your process. The shorter the lead time, the faster tasks are being completed. This chart is useful for identifying bottlenecks and improving workflow speed.

Export the chart to CSV to get a per-task view.

Burndown

Fri, 22 Nov 2024 20:17:39 +0000

You can also use a burndown chart to display the remaining work. The graph is generated automatically based on the remaining tasks on the board. Simply choose the time period and start analyzing the efficiency.

Completion

Fri, 22 Nov 2024 20:17:32 +0000

Use the “Completion” chart to see which tasks have been completed on time and which are overdue. Since the data displayed in the chart comes from the SharePoint source list, completed tasks may also appear in other columns, such as “Deferred” or “Waiting on someone else.” You can include these in your report as well.

The “Completion” chart only shows tasks with a due date. If a task does not have a due date, it will not appear on this chart (see the marker under the chart).

Assigned To

Fri, 22 Nov 2024 20:17:26 +0000

Similar to the status chart, you can select the relevant field using the drop-down menu. For example, use this chart to see which board members modified tasks during the last month.

Assigned to

Status

Fri, 22 Nov 2024 20:17:20 +0000

You can select the field you want to analyze from the drop-down menu, such as due date, analysis period, number of tasks, percent complete, budget, etc.

Subtask counter

Fri, 22 Nov 2024 20:17:00 +0000

We have added the subtask counter so you can track how many subtasks the parent task has and how many have been completed. In the example below, “1/2” means this parent task has two subtasks, one of which has the “Completed” status.

Subtask counter

Parent ID field

Fri, 22 Nov 2024 20:16:54 +0000

Each task list has a Parent ID field by default, but you can change this and use any other lookup field as the Parent ID. This can be useful if you need to group or categorize tasks in a specific way.

VirtoSoftware uses the Parent ID field for quick boards because the board is designed for a task list. This ensures maximum compatibility with tools like Microsoft Project, Gantt, and similar platforms.

Subtask view mode

Fri, 22 Nov 2024 20:16:48 +0000

To easily manage subtasks on your board, you can switch to "Subtasks view" mode. This mode allows you to view subtasks grouped by their parent task, with the parent task fields becoming the swimlane fields.

View subtasks

Subtask view

Since subtasks are now grouped into swimlanes, you can also move tasks between swimlanes (parent tasks).

This option is available by default for quick boards. If you’re working with a board from a custom task list, ensure that the “Enable subtask/checklist” checkbox is selected in the “Advanced Setup –> Additional” settings.

Subtasks on a kanban board

Fri, 22 Nov 2024 20:16:38 +0000

You can show or hide subtasks by clicking the show or hide icon. This option enables you to view only parent tasks.

Show / Hide subtasks

Subtasks will appear on the board with a gray heading containing the subtask ID and the parent task’s name.

Subtask on the left

Sorting subtasks

Fri, 22 Nov 2024 20:16:32 +0000

You can sort the subtasks in the “Subtasks” tab by ID, status, or due date.

Edit subtasks in a tab

Fri, 22 Nov 2024 20:16:25 +0000

You can edit subtasks directly within the parent task card. Simply switch to the "Subtasks" tab and make the necessary changes (for example, update the status). A "Save" button will appear next to the subtask—click it to save your changes.

Adding a subtask

Fri, 22 Nov 2024 20:16:18 +0000

Virto Kanban Board on-premises supports subtasks. Use subtasks to split your Kanban tasks and manage them step by step.

Click “Add subtask” on the card of the task you want to make a parent task.

Add subtask

When the parent task view appears, decide whether you’re going to make a subtask from an existing task or create a new one. Both options are available.

If you’re adding an existing task as a subtask, enter its ID. To view a card ID on kanban cards, choose "ID" in Cards fields (Cards settings tab).

Board actions

Fri, 22 Nov 2024 20:15:58 +0000

Make sure you've enabled Board actions in the admin tools.

Automated actions allow you to manually run multiple updates to your board or automatically apply changes according to specified rules. This option appears automatically if you’ve created a quick board. However, if you’ve created the board from a custom list, you will need to enable this option in the settings block. This is necessary to avoid conflicts between the board and the related list.

Task filters

Fri, 22 Nov 2024 20:15:50 +0000

The filter options include search, sorting, and custom condition filters.

The search bar allows you to display only the tasks that match the entered task values (text, numbers, and symbols) based on the information shown on the cards.

Searching by a keyword

If you enable task sorting by a specific field, you can apply this filter in the Kanban board header.

You can also sort tasks in ascending or descending order by name, due date, and more. Simply choose the sorting field.

Using swimlanes

Fri, 22 Nov 2024 20:15:42 +0000

Swimlanes offer an additional way to categorize Kanban tasks. You can divide the cards horizontally, for example by project, user, or priority, and easily drag and drop tasks between swimlanes.

Multichoice fields are used for swimlanes, and the swimlane settings are detailed in the Swimlanes section. You can also change the field used for swimlanes directly on the board by selecting an option from the "View by" drop-down menu. This allows you to quickly adjust how your tasks are grouped and organized without needing to open the settings.

Cloning a task

Fri, 22 Nov 2024 20:15:25 +0000

You can clone selected tasks using the copy icon at the top of the tooltip. When you clone a task, the full-view form of the new task will appear. Please note that attachments and images cannot be transferred to a cloned task.

Cloning a task

Comments

Fri, 22 Nov 2024 20:15:18 +0000

You and other users can add comments to tasks. Click the comments tab on the short-view form (tooltip) and start typing to add a new comment. The comments history is also displayed in the short view.

Task watchers

Fri, 22 Nov 2024 20:15:11 +0000

Click the bell icon in the upper right corner of the task tooltip to assign task watchers.

The task watchers icon inside the Kanban card

Task watchers receive email notifications about any changes to this task.

Task watchers

Attachments / images

Fri, 22 Nov 2024 20:15:05 +0000

You can attach images to tasks and display them in full view by toggling the "List/Preview" feature.

You can also display attached images on the board. To do this, switch to "List" mode and click the image icon next to the task. If you want to show only selected images, click the image icon next to the desired image.

Adding image to a kanban card.

Kanban card with images

If the "Image" icon does not appear in a task tooltip, check that you have selected "Attachments" in the card settings.

Toolbar

Fri, 22 Nov 2024 20:14:59 +0000

The edit icon next to the board name allows you to adjust the board according to your needs. The eye icon hides empty swimlanes. The two-arrow icon collapses all swimlanes. The sorting buttons arrange the tasks in ascending and descending order.

The "View by" dropdown allows you to choose the board layout.

The red "Add New Task" button enables you to create a new task. The search bar lets you search for tasks by keywords. To the right of the search bar are icons for filtering, charts, board history, and downloading the board as a PDF.

Edit or view task in SharePoint Form

Fri, 22 Nov 2024 20:14:44 +0000

By clicking "Edit" or "View" inside a kanban card, you can open SharePoint form and edit / view your task there.

SharePoint Form Edit/View

Editing task in a SharePoint Form

Additional

Fri, 22 Nov 2024 20:14:16 +0000

Here are some additional options for the Virto Kanban Board that you can apply for your convenience:

Additional settings

Check the box “Allow to create new tasks” to add the “Add new task” button to the board. Clicking this button creates a new task.

The “Fast task creation” option adds a “+” button to columns.

Fast task creation

You can select the content type to be used for the fast task creation form.

Permissions

Fri, 22 Nov 2024 20:14:09 +0000

You can specify whether other users or user groups are allowed to change the Kanban view, modify settings, or create, edit, and delete tasks.

It is also possible to configure access to task management. Check the box “User can manage only own tasks” to restrict users from editing tasks they are not assigned to. This will limit task management to tasks assigned to them. Additionally, you can create a list of users with permission to manage all tasks.

Notifications

Fri, 22 Nov 2024 20:14:03 +0000

You can create email notifications for any changes on the Kanban board. In the notification settings, define the conditions and specify the users who will receive email notifications about these changes.

You can customize the notification title, which is also used as the email subject. You can also modify the email body by adding text, links, pictures, tables, tags, and tracking changes to old and new field values.

It’s possible to include task values as tags in the email, such as recipient name, board link, task link, and comment value. These tags will be replaced in the email with actual information from the tasks. For example, “Recipient Name” will be displayed as the recipient’s username.

Filters

Fri, 22 Nov 2024 20:13:55 +0000

You can adjust filters for tasks. There are two possible operators used to combine filters: AND and OR. You can create a complex, multi-conditional filter with these operators. You can choose to apply only one filter or create multiple filters and combine them using the AND or OR operators.

Click “Add filter” and define your custom conditions. Check the “Is enabled by default” box to apply the filter to the default board view.

Styles

Fri, 22 Nov 2024 20:13:38 +0000

You can specify colors for the body (i.e., background), border, and font on task cards.

Styles

You can define custom conditions for color-coding tasks. To create a condition, click “Add style rule.” For example, the first condition applies a black border and green background to all tasks created by me.

In the second example, high-priority tasks are assigned a pink background.

If the condition is true for a task, it will appear as shown in the screenshot below.

Comments

Fri, 22 Nov 2024 20:13:32 +0000

You can add comments to your tasks. When you create a quick board, its source list contains the “KanbanComments” field by default. In other cases, you must manually add this comments column to your list.

To view comments, click on a task and switch from the “Description” tab to the “Comments” tab.

Comments tab

You can mention a user in the comments by typing @username. The default comment notification should be enabled in the Kanban Board settings.

Full view

Fri, 22 Nov 2024 20:13:23 +0000

In full view, you can adjust the create/edit task form and choose which list fields to display.

The checkbox “open form by double-click” allows you to open this form by double-clicking on the task. You can change the order of the fields in the full form by selecting a field and moving it up or down in the list using the arrows.

Full view settings

Full view

Short view

Fri, 22 Nov 2024 20:13:17 +0000

A short view is a group of fields that appear in the task pop-up window (also known as the tooltip). You can change the order of the fields in the full form by selecting a field and moving it up or down in the list using the arrows.

Short view settings

When you click on a task, the short view will appear. You can switch to the full view from here using the toggle. The full view displays the create/edit form for a task.

Task information

Fri, 22 Nov 2024 20:13:11 +0000

In this section, you can customize task information and card appearance. Select a field to be displayed as the task title.

You can add any list field to display as the task title on the board (for example, project name).

You can choose up to three fields to be displayed simultaneously as the card title.

Select a field containing users assigned to a task (choose a user-type field for the “Users field”). You can enable the user notification feature.

Board fields

Fri, 22 Nov 2024 20:13:03 +0000

If you’re creating a board from a custom list (not a quick board), you can add missing fields in the board settings. When you have selected a list and moved to the “Cards Setup” step, review the fields. Some will already be selected, while others will not.

Board fields

You should select the following fields: the visual date field, the text field for adding comments, and the allow labels field. If the list does not contain an appropriate option, click “Add new field” next to it—there’s no need to navigate to the list settings to add fields.

Views and filters

Fri, 22 Nov 2024 20:12:48 +0000

You can choose default Kanban view: board or charts.

Choose default Kanban view

Board view

Charts view - status, assigned to

Charts view - completion, burndown by tasks

Charts view - lead time

You can choose list views for each list to filter tasks on the board.

List views

If you enable the “Allow filter by user” option, the user filter will be added to the “Filters” block.

Click the filter icon in the upper right corner to display or create filters.

Sorting

Fri, 22 Nov 2024 20:12:42 +0000

You can use the task sorting feature to change the order of tasks within a column or row.

Sorting by default follows the selected list view.

Sorting by default

The “Allow sorting tasks” option enables custom sorting, where tasks will appear in the order you manually arrange them using drag-and-drop.

The “Sorting by field” option allows you to arrange tasks based on data in a specific field (e.g., a date or task name). You can sort tasks in either ascending or descending order.

Swimlanes

Fri, 22 Nov 2024 20:12:35 +0000

Swimlanes are an additional option for grouping tasks horizontally.

Choose one of the appropriate fields for swimlanes, such as project, priority, created by, etc.

The default swimlane is used as the main Kanban section if no other swimlanes are selected. Any tasks that do not meet the conditions of other swimlanes are automatically placed in the default swimlane.

You can create swimlanes by selecting a list field. For example, you can use swimlanes for task priority (“High,” “Normal,” and “Low”) or for the “Assigned User” field.

Columns

Fri, 22 Nov 2024 20:12:29 +0000

Columns visualize the workflow across the Kanban board.

Choose any of the choice fields from your source list for the set of columns. Typically, columns represent the status of a task, but you can select any other choice field.

Be cautious when changing the set of columns or renaming them. For example, if you change the columns from task status to another choice field and rename them, your task cards may lose their status. In this case, change the column value back to "Task Status."

List setup

Fri, 22 Nov 2024 20:12:15 +0000

If you've created a quick board, the List Setup tab will appear after you click the “Edit board settings” icon next to the board name.

If you're creating a board for an existing list, the List Setup will appear after you choose the “Configure for the existing list” option.

Enter a board name and click "Open lists picker" to select the SharePoint list(s) from the site collection that contain the data you want to display as a Kanban board.

Lists and columns compatibility

Fri, 22 Nov 2024 20:12:02 +0000

You can overlay lists with the same content type and lists with matching fields. Every list chosen as a data source for a Kanban board must have at least one choice field and one user field.

Lists can be merged in two cases:

They have identical content types with the same fields.
They share the same parent content type. In this case, only the matching fields will be merged—both the field type and field title must be identical in both lists to merge them and make them available to select as Kanban columns, Kanban swimlanes, or required fields in the board settings.

The table below shows the compatibility of list columns. These columns, taken from two or more SharePoint lists, can be merged and used as the following:

Administration tools

Fri, 22 Nov 2024 20:11:54 +0000

You can set common settings for the Virto Kanban Board at both the board level and the farm level. In this section, we focus on the farm level.

Find "Site settings" in the top right corner.

Scroll down to “Virto Kanban Task Manager settings” in the “Site Administration” section.

A block of administration tools with three tabs will appear.

Administration tools

Settings

Virto Kanban settings

An administrator can select the checkbox “Always follow parent settings” to apply common settings for all Kanban boards on the site. Uncheck this option if you want to adjust each board individually.

Create a board from a template

Fri, 22 Nov 2024 20:11:44 +0000

To create a board from a template, you must first have a template created. To do this, please follow the instructions provided in the List setup => Board templates section.

Create a board from an existing SharePoint list

Fri, 22 Nov 2024 20:11:34 +0000

Choose "Configure for the existing list" to create a board from an existing SharePoint list.

Then adjust your board according to your needs. To do this, you need to configure the settings in the “List Setup”, “Board Setup”, “Cards Setup” and “Advanced Setup” blocks (optional).

Board settings

Quick Board

Fri, 22 Nov 2024 20:11:27 +0000

Once you have added the Kanban Board web part to a SharePoint site page, you can create a new board by choosing a quick board, an existing SharePoint list, or a template (if available).

The web part pulls data from a SharePoint task list and visualizes it as a classic Kanban board. If you already have a SharePoint list with the required data for your new board, you can configure a board for an existing list. If you don’t have such a list, select "Quick Board." In this case, the web part will automatically create the board and an appropriate SharePoint task list.

Adding the Kanban Board web part to a SharePoint classic page

Fri, 22 Nov 2024 20:11:06 +0000

Wiki Page

Click "+New" and select "Wiki Page."

Give your page a name and click "Create".

In the "Insert" tab, find and click the "Web Part" icon.

In the Categories section, locate and click the "Virto Solutions" folder, then select "Virto Kanban Board" and click "Add."

Click "Save" in the upper right corner.

Your Virto Kanban board is now ready to use.

Web Part Page

Click "+New" and select "Web Part Page."

Adding the Kanban Board web part to a SharePoint modern page

Fri, 22 Nov 2024 20:11:00 +0000

Once the Virto Kanban Board web part is installed, you can add it to a SharePoint site page within your site collection.

To create a modern page with a Virto Kanban board, click "New" and choose "Site Page."

Next, give your site page a name, click "+", find "Virto Kanban Modern," and click its icon.

In the upper right corner, click "Publish."

Now you can create your first board!

Uninstalling the Virto Kanban Board web part

Fri, 22 Nov 2024 20:10:42 +0000

To uninstall the component, follow the steps below.

Double-click the Setup file extracted from the downloaded package.
The program will perform the system checks again. After that, you will be prompted to repair or remove the web part. Choose “Remove” and click “Next.”

Wait for the product to uninstall.

Upgrading the Virto Kanban Board web part

Fri, 22 Nov 2024 20:10:36 +0000

If you already use the Virto Kanban Board web part and need to upgrade it to the latest version, download the package from the Kanban Board product page.

To upgrade the Virto Kanban Board web part, run the Setup file under the administrator account (right-click the Setup file and choose "Run as administrator").

Then select the "Upgrade" checkbox and click "Next."

Wait for the product to upgrade.

Click "Close" to complete the upgrade.

Virto Timer Jobs

Fri, 22 Nov 2024 20:10:24 +0000

The Virto License Manager adds timer jobs to the Central Admin Web Application, which notify your designated contact person about subscription status and updates.

Virto Timer Jobs

An internet connection is required for the proper functioning of the timer jobs.

Virto New Version Notification Job This job sends weekly alerts about available product updates.

Virto Notification Timer Job This job sends weekly alerts about expired subscriptions to the contact person's email.

Subscriptions

Fri, 22 Nov 2024 20:10:18 +0000

Click on "Subscriptions" to view all licenses of Virto products and their current subscription status.

Click to view your subscriptions

Current subscriptions

If you have any questions or encounter any errors, please contact our support team at support@virtosoftware.com or through this form.

How to reniew a subscription or license

To renew your subscription, you should click the "Deactivate" button and request a new subscription key and/or serial number from our support team at support@virtosoftware.com or through this form. Then, follow the steps outlined in the instructions above that apply to your situation.

License activation

Fri, 22 Nov 2024 20:10:13 +0000

Please visit the "Virto License Manager" documentation to learn about VirtoSoftware product activation and Virto ONE license activation.

Error “Sorry, apps are turned off”: what to do

Fri, 22 Nov 2024 20:09:58 +0000

If you are trying to install the web part on a SharePoint 2019 server, you may encounter the following error when adding it to your site: "Sorry, apps are turned off. If you know who runs the server, tell them to enable apps."

Here are the possible reasons and solutions for this error:

Apps are not enabled in your farm	Ensure you have Apps enabled in your SharePoint 2019 farm.
Subscription service is not setup	The first and most likely problem is that the subscription service is not configured in your farm.Please configure it.
The app management service is not associated with your web application	Make sure the app management service application is associated with the web application where you want to add the SPFx web part.
App URL is not configured	If you have not configured the app URLs, please ensure you have given values to App Domain and App Prefix in your App Store settings.

If the error persists after following the above solutions, please create a ticket so our technical support team can analyze the problem.

Installing the Virto Kanban Board SPFx web part

Fri, 22 Nov 2024 20:09:50 +0000

The Virto Kanban Board web part for SharePoint 2019 (SE) can be used as a SharePoint Framework (SPFx) web part. Follow the steps below to start using the Virto Kanban Board web part on modern sites and pages in SharePoint 2019.

1) Create a Tenant App Catalog in your SharePoint if necessary.

2) Download the .sppkg file. To install the Virto Kanban Board web part, run the Setup file under the farm administrator account (right-click the Setup file and choose "Run as administrator").

Installing the Virto Kanban Board web part

Fri, 22 Nov 2024 20:09:41 +0000

Before you begin, ensure you have access to the server and that your account has the necessary administrative privileges to install applications.

To access the Virto Kanban Board setup program, download the Virto.SharePoint.20XX.KanbanTaskManager.zip file from the product page and unzip it (using "Extract All"). Run the extracted Setup file.

The installation process is the same for all SharePoint versions. If you’re installing VirtoONE, follow the same steps.

The setup wizard window will appear.

Expected outage

Fri, 22 Nov 2024 20:09:32 +0000

For users with 100+ site collections, we suggest using PowerShell for the setup instead of setup.exe. Please contact our technical support for further details.

SharePoint 2013

Fri, 22 Nov 2024 20:09:18 +0000

Server

Microsoft SharePoint Foundation 2013 or Microsoft SharePoint Server 2013

Browser

Microsoft Explorer, Microsoft Edge, Mozilla Firefox, Google Chrome, Brave

SharePoint 2016

Fri, 22 Nov 2024 20:09:11 +0000

Server

Microsoft SharePoint Server 2016

Browser

Microsoft Edge, Google Chrome, Mozilla Firefox, Brave

SharePoint 2019 (SE)

Fri, 22 Nov 2024 20:08:55 +0000

Server

Microsoft SharePoint Server 2019, Microsoft SharePoint Server Subscription Edition

Browser

Microsoft Edge, Google Chrome, Mozilla Firefox, Brave

Maintenance

Fri, 08 Nov 2024 18:43:03 +0000

Maintenance	Supplier's response
Are there logging functions for security-related events, and if so, which events do you log?	Nothing
How do you protect logging features and logging tools against tampering and unauthorized access, including from your own staff?	n/a
Describe how you inform customers about technical vulnerabilities. How and when do you report that you have discovered a vulnerability or leak?	Via email immediately
Describe what you use for principles and methods for developing secure systems.	n/a
Do you have guidelines for information security in your development processes? How are these applied to major changes?	n/a
The supplier must have routines for reviewing and testing the availability and security of changes to business-critical operating platforms. Describe your routines for reviewing and testing the availability and security of changes to business-critical operating platforms.	n/a
Do you have documented routines for monitoring, detecting, analyzing, reporting, escalating, and handling security events and security incidents?	n/a
Do you follow the routines for handling safety incidents from current laws and regulations?	n/a
Briefly describe your routines to ensure the availability of the system/application.	Internal information
Describe your routines for continuity and disaster management. How is our data protected from a reliability and accessibility perspective?	Data is always stored on your side. We don’t have access to it.
What are your SLA levels? (What do you guarantee for availability/uptime?)	Same as Azure
How often is data backed up?	We don’t store data

Data Security

Fri, 08 Nov 2024 18:42:28 +0000

Data security	Supplier's response
How do you store credentials, such as passwords? (It also applies to system accounts in source code).	n/a, you install an app in your SharePoint and use your Office 365 credentials
Do you have rules that staff follow regarding how authentication information is handled?	n/a
Briefly describe how you allocate and update permissions for users and system components.	n/a
The supplier must protect and ensure that there is traceability in the tools intended for system maintenance, their security configuration, and their information. How do you protect these tools?	n/a
Do you own and operate your own data center, or is it outsourced to a third-party or cloud-based solution such as AWS/Azure? To whom is it outsourced?	We store it in Azure.
If you have your data center, what level of protection does it have?	n/a
Do you have routines that ensure that only authorized personnel have physical access to any potential data centers?	n/a
The supplier must have routines regarding change management for the parts that may affect the delivery’s security and availability. Do you have routines regarding change management for components, systems, and other factors that may affect the security and availability of the delivery?	n/a
What malware protection do you use, and how often is it updated?	n/a
What security measures have you implemented against unauthorized access and unauthorized information modifications?	Internal information
Which authentication solution have you opted for?	n/a
Do you have routines for conducting security tests, such as penetration testing?	n/a
How do you mitigate any security incidents?	n/a

Information Security

Fri, 08 Nov 2024 18:40:11 +0000

Information security	Supplier's response
Do you have a policy that describes how employees may work remotely regarding the operation, management, and support of the services delivered?	Yes
Do you have processes and routines in place for background checks on staff?	Yes
Have you signed a confidentiality agreement (NDA) with your employees? The confidentiality agreement must include information about your customers.	Yes
Do you have agreements that ensure confidentiality for subcontractors (NDA)?	Yes
Do you regularly conduct staff training to increase information security awareness?	Yes
Describe what measures you have in place for violating information security rules.	n/a
Do you have documented rules, routines, and roles that describe the permitted use of the resources included in the delivery?	No
Do you have routines and features for permanently deleting information related to the delivery? (The supplier must, on request, be able to present evidence that this has happened.)	No
Do you conduct regular risk assessments for the system/service/application?	No
What routines do you have for information management?	Documents and procedures
What are your guidelines for system administration accounts?	Internal information
Briefly describe what encryption routines you have in place.	Internal information
Do you encrypt all communications, and which encryption technologies are used?	n/a
Describe your data destruction procedures. What happens to customer data if a customer leaves you? How do you handle the decommissioning or temporarily managing databases and storage media holding customer-related information? Within what time period is it managed?	We don’t store customer data. All data is stored in your SharePoint tenant

Terms of Usage

Thu, 31 Oct 2024 20:44:22 +0000

End User License Agreement (EULA)

Please review the following license agreement before installing or using the Virto Slideshow App software product and/or its related materials.

Definitions:

This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Slideshow App product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Privacy Policy

Thu, 31 Oct 2024 20:44:14 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Engine settings

Thu, 31 Oct 2024 20:43:47 +0000

Engine settings include:

Theme (default, bar, light) of the switcher
Effect of image switching (16 options to choose from)
Slide transition speed and duration of each slide view
Width and height
Other options

Engine settings

Please note that there are size limitations: a minimum of 100px and a maximum of 2048px.

View settings

Thu, 31 Oct 2024 20:43:42 +0000

View settings include:

Caption type (file name or field value, e.g., title)
Navigation (file URL or field value, e.g., title)
Option to open a link in a new tab when you click on the image

View settings

Source settings

Thu, 31 Oct 2024 20:43:38 +0000

Source settings include:

Library (choose an image library from a drop-down menu)
Library view (choose a library view from a drop-down menu)

Source settings

Getting Started

Thu, 31 Oct 2024 20:43:22 +0000

Installation:

Access the SharePoint Store: Navigate to the SharePoint Store from your SharePoint Online site or Microsoft AppSource.
Search for the App: Look for "Virto Slideshow App" and click "Add" to install the app on your SharePoint site.

Configuration:

Add the Slideshow Web Part: Once installed, add the Virto Slideshow web part to your desired SharePoint page.
Set Up Data Sources: Configure the app to pull images from your specified SharePoint document and picture libraries.
Customize Your Slideshow: Adjust settings such as visual effects, slide order, and dimensions to tailor the slideshow to your specific needs.

Using the Virto Slideshow App:

Adding Images: The app automatically pulls images from your configured libraries, but you can also filter and select specific images to display.
Modifying Settings: Use the app’s settings panel to change visual effects, transition speeds, and other display options.
Additional Features: Add URLs and text descriptions to images to improve navigation and context, creating an interactive experience for viewers.
Customization: Choose from different visual styles and customize the dimensions and order of slides to suit your content presentation needs.
Setting Width and Height: Specify the width and height in pixels in the settings based on the image sizes in your library. Please note that there are limitations: a minimum of 100px and a maximum of 2048px.

Color settings

Thu, 31 Oct 2024 19:50:39 +0000

Select colors for the background and header. Once you have made all the required modifications, click “Apply.”

Choose colors

Week view

Left column time format

Thu, 31 Oct 2024 19:50:33 +0000

You can adjust the left column time format according to custom date and time format strings. Just enter the required symbols and apply them to the calendar. For example, you can use the format as follows:

HH format

Days and rows settings

Thu, 31 Oct 2024 19:50:28 +0000

Select the hour (from which each day will start) and the end hour. Select the number of rows and time labels displayed per hour. Enter the row height (20 px is recommended) and the overall calendar height. If you need to display more events in the calendar grid, you can assign a greater row height.

It is possible to adjust the calendar grid height in the Multiday View, Month View, and Year View settings. The default calendar height in the Multiday view is 800 px.

Header and event bar

Thu, 31 Oct 2024 19:50:23 +0000

Check or uncheck the boxes “Show Header” and “Show Event Bar.” Then check the box “Event Bar Only” to display only the event bar.

Check the box “Show :00 in Time String” to display the time of the event in 9:00 p.m. or 9 p.m. format.

Check the box “Show Time for Calendar Item” to display the time of events in your calendar.

You can adjust the header date format according to custom date and time format strings. Click “Show Header” and enter the required format. For example, use the “ddd” format to display the abbreviated name of the day of the week.

Microsoft Exchange calendar

Thu, 31 Oct 2024 19:49:55 +0000

Virto SharePoint Calendar enables the use of Microsoft Exchange calendar as a data source and allows you to overlay the Virto Calendar with user or group Exchange calendars, as well as Exchange shared calendars. You can overlay the Virto Calendar with Exchange 2013, 2016, and Online.

Go to the Virto Calendar settings and expand the “Data Source settings” block. Then use the “Create new source” button to add a new data source to your calendar.

SharePoint List web service

Thu, 31 Oct 2024 19:49:47 +0000

Read Only

Virto Calendar allows users to select “SharePoint List Web Service” as a data source. The data source is read-only and is used to view events from other SharePoint farms.

Go to the data source settings and create a new data source. You need to define the data as follows:

Site URL
Authentication type
Login data (if the “Authenticate as currently logged on user” checkbox is not selected)

Click “Test connection.” If the data is correct and the connection is set, select the required list from the dropdown menu and define the displayed column and date/time fields. Click “Save” to save the new data source.

External content type

Thu, 31 Oct 2024 19:49:44 +0000

only Pro and Pro Exchange Edition, SharePoint 2013

Virto Calendar allows users to add an external content type as a data source. An external content type is a reusable collection of metadata that contains connectivity information, data definitions, and the behaviors you want to apply to a certain category of external data.

When an external content type is added to SharePoint Designer, it is required to define access rights for SharePoint users. If access rights are not defined, this type of data source will not work for the Virto Calendar.

Google Calendar

Thu, 31 Oct 2024 19:49:37 +0000

Google Calendar data source (only Pro and Pro Exchange Edition)

Virto Calendar allows users to add a Google Calendar data source and adjust the view of Google Calendar events in the Virto Calendar.

Click “Edit Web Part” and scroll down to the data source settings block. Click “Create New Source” and select “Google Calendar” as the data source.

Then, enter the username (Google account name) of the user whose calendar will be added as a data source. Click “Get Google Tokens” (you must be signed in to your account) and copy the token from the pop-up window.

XML file

Thu, 31 Oct 2024 19:49:33 +0000

only PRO and Exchange editions

You can use any XML file as a data source in your SharePoint calendar. Create a new data source in the calendar settings, select the “XML File” data source type, and check the box “Show in Calendar.”

The XML information displayed in the Virto Calendar is read-only.

All the XML information is defined with XPath strings. The following strings are required to enter: the path to the XML file, the XPath string for calendar events, and the XPath string for the calendar event start date. Other fields are not required: the XPath string for the calendar event title, the XPath string for the calendar event end date, the XPath string for the calendar event IsAllDay flag, and the XPath string for the calendar event tooltip. Please see XPath examples to define event information.

SQL List

Thu, 31 Oct 2024 19:49:29 +0000

You can use not only SharePoint lists as data sources but also data from SQL databases. To add an SQL list as a data source, browse to the “Data Source Settings” block and use “Create New Source.”

Type the SQL server name, enter a username and password, and then click “Browse” to choose the required database from the list.

The list of available databases will be displayed. Select the required one.

SharePoint List

Thu, 31 Oct 2024 19:49:24 +0000

Select the SharePoint list type.

You can add any SharePoint lists and external calendar lists (such as Exchange Calendar, Google Calendar, Salesforce Calendar, SQL Tables, XML files, etc.). In this example, we will use a SharePoint calendar list. Select the required site from the site collection dropdown, then choose the list.

You can add lists from any number of sites within the SharePoint site collection.

Select the title column and the start and end time columns of the list.

Task View settings

Thu, 31 Oct 2024 19:32:23 +0000

In the Task View Settings block, you can define the day count for the Task (Hours) and Task (Days) views. Other options are similar to the features described in previous blocks.

Once you have made all the required modifications in the calendar configuration, click “Apply” or use “OK” to close the settings and return to the calendar.

Year View settings

Thu, 31 Oct 2024 19:32:19 +0000

Year view settings are similar to month view settings. Pay attention to the “Show Dates in Title” checkbox. You can check it to show the dates of events in the year view.

Dates in title

Month View settings

Thu, 31 Oct 2024 19:32:14 +0000

Month view settings are similar to multiday view settings.

In addition, you can edit the text displayed if there are more items in the cell or the number of weeks in a month (6 is recommended). For example, to display the text as shown below, you need to enter the following combination: Copy

+&nbsp;{0}&nbsp;more

In this case, the special token {0} is used. If it is not used, the number of items will be inserted at the end of the string.

General settings

Thu, 31 Oct 2024 19:32:00 +0000

You can set the default view that will be displayed when you open the calendar page by selecting the desired view from the dropdown menu (Day, Week, Month, Year, Work Week, Task (Days), Task (Hours)).

Choose a default Virto Calendar view

If you need to view a specific day from the Month view, simply click on the desired day (the number). Similarly, you can navigate to any month from the Year view by clicking on it.

Grid Customization

Thu, 31 Oct 2024 19:19:42 +0000

It is possible to adjust the calendar grid height in the Multiday View, Month View, and Year View settings. The default calendar height in the Multiday view is 800 px.

If you assign a new calendar height of 1200 px in the Virto Calendar settings, the grid will look as follows.

This way, you can display more events in your calendar view. The same changes can be applied to other views.

Multi-Source View

Thu, 31 Oct 2024 19:19:38 +0000

The Multi-Source View allows you to view events planned for a day, with all events grouped by source. In this view, you can resize or edit events, but you cannot move events from one source to another.

Multi-source view

Gantt View

Thu, 31 Oct 2024 19:19:34 +0000

The Gantt view of the Virto Calendar is available in two formats: Task (Days) and Task (Hours). These views allow for the display of grouped events and their schedules. In this view, you can create, delete, and move events.

The percentage of completion for events from the Tasks list can also be displayed.

Task view (Days)

Task view (Hours)

Since any field of the Integer type can be set as a field for completion, percentages will not be displayed if the field's value exceeds 100%.

Simple Views

Thu, 31 Oct 2024 19:19:28 +0000

In the Day, Week, and Work Week views, you can create or delete events and move them to the desired time slot using the drag-and-drop feature.

Day view

Virto Calendar day view

Week view

Virto Calendar week view

Work week view

Virto Calendar work week view

Month view

Virto Calendar month view

Note: If an event lasts several days, the start time of the first day and the end time of the last day will be displayed.

SharePoint 2013

Thu, 31 Oct 2024 18:41:46 +0000

Server

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013

Browser

Microsoft Edge, Google Chrome, Mozilla Firefox, Brave

SharePoint 2016

Thu, 31 Oct 2024 18:41:41 +0000

Server

Microsoft SharePoint Server 2016, Microsoft .NET Framework 4.7.2

Browser

Microsoft Edge, Google Chrome, Mozilla Firefox, Brave

SharePoint 2019 (SE)

Thu, 31 Oct 2024 18:41:33 +0000

Server

Microsoft SharePoint Server 2019, Microsoft SharePoint Server Subscription Edition, Microsoft .NET Framework 4.7.2

Browser

Microsoft Edge, Google Chrome, Mozilla Firefox, Brave

Working with Virto Mini Calendar

Thu, 31 Oct 2024 18:40:11 +0000

available for SharePoint 2013 & 2016

Calendar and event list

The Virto Mini Calendar showcases items in both calendar view and list format. Days featuring scheduled events are highlighted in blue on the calendar, while non-working days are red.

Clicking on a date in the list displays information about the event, such as the time and the title.

Navigating between dates

Using the Virto Mini Calendar is straightforward, and navigating between dates is simple. Just click the date you wish to view.

The Compact View

Thu, 31 Oct 2024 18:40:06 +0000

available for SharePoint 2013 & 2016

Its compact design seamlessly integrates the Virto Mini Calendar into your SharePoint site pages—just add it to the page as a regular web part. It is compatible with various SharePoint page templates and can be incorporated into pages featuring multiple columns. In our example, we set three columns in "Virto Mini Calendar Properties" settings, allowing you to view the month prior to the current month and the next month.

Using query string parameters

Thu, 31 Oct 2024 18:39:59 +0000

The Virto SharePoint Calendar allows the use of query string parameters in the calendar page URL to open the Virto Calendar with the required data or view (or both).

The following parameters can be used in the URL:

VCalCurDate
VCalCurView

For example, to open the Virto Calendar on a specific date, use a page URL of the following format: http(s)://{calendar page url}?VCalCurDate=2024.10.10 (any date can be used instead of 2024.10.10)

Access to Calendar Items (Security Settings)

Thu, 31 Oct 2024 18:39:42 +0000

The items displayed on the Virto Calendar are visible to calendar users according to SharePoint security settings. If there are specific access permissions for SharePoint list items, they will be applied in the calendar as well.

For example, users without access permissions for items in List 1 will not be able to see these items in the calendar. However, if they have permissions to manage items in List 2, they will be able to move, edit, and resize these items in the Virto Calendar. If users have read-only permissions for List 3, they will be able to view the items in the Calendar but will not have the ability to edit, resize, move, or delete them.

Actions with Calendar Items

Thu, 31 Oct 2024 18:39:32 +0000

The Virto Calendar Web Part offers various views, including Day, Week, Month, Year, Work Week, Task (Days), Task (Hours), and Multi-Source View.

You can select a view from the dropdown menu or drill down to the next view by clicking on a month in the Year view or a day in the Month view. The drill-down feature can be enabled or disabled in the calendar settings.

The same views are available for SharePoint modern page calendar:

Adding the Virto Calendar web part to a SharePoint classic page

Thu, 31 Oct 2024 18:39:24 +0000

Wiki Page

Click "+New" and select "Wiki Page."

Give your page a name and click "Create".

In the "Insert" tab, find and click the "Web Part" icon.

In the Categories section, locate and click the "Virto Solutions" folder, then select "Virto Calendar web part". Click "Add" on the right side of the page.

Click "Add" on the right.

Click "Save" in the upper right corner.

Your Virto Calendar is now ready to use.

Adding the Virto Calendar web part to a SharePoint modern page

Thu, 31 Oct 2024 18:39:19 +0000

Once the Virto Calendar web part is installed, you can add it to a SharePoint site page within your site collection.

To create a modern page with a Virto Calendar, click "New" and choose "Site Page."

Next, give your site page a name, click "+", find "Virto Calendar," and click its icon.

When the calendar web part is added, the current website is scanned for lists of the calendar type. If the site contains any lists of this type, events will be automatically added to the Data Source of the new calendar.

Uninstalling the Virto Calendar web part

Thu, 31 Oct 2024 18:39:07 +0000

To uninstall the component, follow the steps below.

Double-click the Setup file extracted from the downloaded package.
The program will perform the system checks again. After that, you will be prompted to repair or remove the web part. Choose “Remove” and click “Next.”

Wait for the product to uninstall.

Click "Next".

Click "Next" once again.

Click "Close" to finish the uninstalling.

Major Upgrade of the Virto Calendar web part

Thu, 31 Oct 2024 18:38:59 +0000

When a major upgrade of the Virto Calendar version is released, the version number is updated accordingly. If moving from version 2.1 to 2.2 is a minor upgrade, transitioning from 2.0 to 3.0 is considered a major upgrade. A major upgrade involves additional steps but ensures the software functions correctly.

To upgrade the Virto Calendar (e.g., from version 2.2 to 3.0), please follow the instructions below:

Send an email requesting a license to sales@virtosoftware.com.
Run the License Manager and deactivate the license for the current version.
Uninstall the current version.
Download the new version from the website and install it.
Run the License Manager and activate the new license.

Refer to previous sections for more information on installation, uninstallation, and activation.

Minor Upgrade of the Virto Calendar web part

Thu, 31 Oct 2024 18:38:54 +0000

When a minor upgrade of the Virto Calendar version is released, the version number is updated accordingly. For example, moving from version 2.1 to 2.2 is considered a minor update within the second version.

If you already use the Virto Calendar web part and need to upgrade it to the latest version, download the package from the Virto Calendar product page.

To upgrade the Virto Calendar web part, run the Setup file under the administrator account (right-click the Setup file and choose "Run as administrator").

Virto Timer Jobs

Thu, 31 Oct 2024 18:38:44 +0000

The Virto License Manager adds timer jobs to the Central Admin Web Application, which notify your designated contact person about subscription status and updates.

Virto Timer Jobs

An internet connection is required for the proper functioning of the timer jobs.

Virto New Version Notification Job
This job sends weekly alerts about available product updates.

Virto Notification Timer Job
This job sends weekly alerts about expired subscriptions to the contact person's email.

Subscriptions

Thu, 31 Oct 2024 18:38:39 +0000

Click on "Subscriptions" to view all licenses of Virto products and their current subscription status.

Click to view your subscriptions

Current subscriptions

If you have any questions or encounter any errors, please contact our support team at support@virtosoftware.com or through this form.

How to reniew a subscription or license

License activation

Thu, 31 Oct 2024 18:38:32 +0000

Please visit the "Virto License Manager" documentation to learn about VirtoSoftware product activation and Virto ONE license activation.

Error “Sorry, apps are turned off”: what to do

Thu, 31 Oct 2024 18:38:24 +0000

Here are the possible reasons and solutions for this error:

Apps are not enabled in your farm	Ensure you have Apps enabled in your SharePoint 2019 farm.
Subscription service is not setup	The first and most likely problem is that the subscription service is not configured in your farm.Please configure it.
The app management service is not associated with your web application	Make sure the app management service application is associated with the web application where you want to add the SPFx web part.
App URL is not configured	If you have not configured the app URLs, please ensure you have given values to App Domain and App Prefix in your App Store settings.

If the error persists after following the above solutions, please create a ticket so our technical support team can analyze the problem.

Installing the Virto Calendar SPFx web part and Mini Calendar

Thu, 31 Oct 2024 18:38:20 +0000

To start using the Virto Calendar web part on modern sites/pages of SharePoint 2019, please follow the steps below:

Create a Tenant App Catalog in your SharePoint if necessary.
To install the Virto Calendar web part, run the Setup.exe file under the farm administrator account (right-click the Setup file and choose "Run as administrator").

The .sppkg file will be automatically uploaded to your Tenant App Catalog under "Apps for SharePoint."However, please verify the existence of the .sppkg file in your app catalog. Alternatively, you can download the file directly from https://virtostorage.blob.core.windows.net/download/addin/virto-calendar-modern-webpart.sppkg.

Installing the Virto Calendar web part

Thu, 31 Oct 2024 18:38:14 +0000

Before you begin, ensure you have access to the server and that your account has the necessary administrative privileges to install applications.

To access the Virto Calendar setup program, download the Virto.SharePoint.20XX.CalendarWebPart.zip file from the product page and unzip it (using "Extract All"). Run the extracted Setup file.

The installation process is the same for all SharePoint versions. If you’re installing Virto ONE, follow the same steps.

The setup wizard window will appear.

Expected outage

Thu, 31 Oct 2024 18:38:10 +0000

For users with 100+ site collections, we suggest using PowerShell for the setup instead of setup.exe. Please contact our technical support for further details.

Overview & Quick Start

Thu, 31 Oct 2024 18:34:56 +0000

Virto Calendar can be used as an alternative to the built-in SharePoint Calendar, offering powerful features for more convenient event management, such as:

A Google-style look and feel
The ability to combine events from different SharePoint sites into one calendar
Adding events with a single mouse click
Support for SharePoint or SQL lists as data sources
Event coloring based on list type
A date picker for quick and easy navigation
Event duration editing through simple resizing
Changing event dates via drag and drop
A single, aggregated view of all your events from different SharePoint lists
Resizable to fit your web page design
Printing any Virto SharePoint Calendar view

Virto Calendar is available in English, German, French, Spanish, Czech, Russian, Chinese and Swedish.

Filtering Tasks by Dates

Tue, 29 Oct 2024 18:42:00 +0000

You can use operators and filter/search tasks by their start/end dates. To set the filter, click “x” in the start or end date field.

There are following operators available for filtering: equal, not equal, less than, less than or equal, greater than, greater than or equal.

For example, apply the filter and display only tasks with a start date less than July 3. Click the “Less than” operator and pick the 3d of July date in the date picker.

Percent Complete

Tue, 29 Oct 2024 18:41:52 +0000

The percent complete is displayed as different color area of the task body. To change the percent complete, double click the task and change it in the form. The completion of this task will also change on the chart.

The completed percentage appears as a strip on the task.

Resources

Tue, 29 Oct 2024 18:41:45 +0000

Users assigned to a task are displayed next to this task in the chart, if this column was added to data source view (see the Web Part settings to adjust).

Users will be taken from SharePoint list. To assign a new user, just double click task and select required user. The same changes will be applied in the SharePoint data source list.

Predecessor and Successor tasks

Tue, 29 Oct 2024 18:41:39 +0000

Virto Gantt Chart Web Part for SharePoint Online / SharePoint 2013 allows users to display successors and predecessors relationship.

Predecessor and successor tasks are connected through arrows. Successor will start after predecessor.

Virto Gantt Chart Web Part allows users to define finish-to-start relations between tasks and create successors and predecessors by simple arrows drag-and-drop. Just click a task that will be a predecessor and drag the arrow to a task which you want to make a successor.

Add a Milestone

Tue, 29 Oct 2024 18:41:33 +0000

When task start date equals task end date the task is displayed as milestone. If you create new task as described in previous section and define equal start and end date and time, it will be shown as milestone – a task with zero duration.

Or click “+Milestone” to add a milestone to the chart.

Add a Child Task

Tue, 29 Oct 2024 18:41:26 +0000

Sometimes you need to define parent-child relations between tasks in the Gantt Chart Web Part. If tasks list is selected as data source, user can select a task in the Virto Gantt Chart Web Part and add child task to it. If task has at least one child task, it is displayed as a summary task.

To add a child task, click a parent task on the right in the list. The “+ Child Task” button will appear. Ise it to create a child task the same way as you do for parent tasks.

Creating a Task

Tue, 29 Oct 2024 18:41:16 +0000

Virto Gantt Chart Web Part for SharePoint allows users to create task right in the Web Part. The same task will appear in the related data source list.

To create a new task, click “+Task” in the header.

The add task form will appear.

Note: the set of fields for create/edit form is set in the data source settings of the web part.

Type the title and define start and end time of anew task. By default, the new task will appear at the end of the list (or on the other position depending of the chosen view). The task will appear in the list of tasks on the right accordingly.

Editing and Deleting a Task

Tue, 29 Oct 2024 18:41:11 +0000

If you need to edit a task, just make a double click on it. The edit form will appear where you can make all the necessary changes.

Note: if the data source is read-only, view form will appear but you cannot make any changes. If data source is not read only, you can also delete the task. Just click “Delete” in the form.

Moving Tasks and Changing Task Duration

Tue, 29 Oct 2024 18:41:05 +0000

You can easily change task dates by drag and drop. Drag a tasks to change its start and end dates.

If you drag a task tip, not the whole task, you can change the duration of this task — make it shorter or longer.

Refresh Button

Tue, 29 Oct 2024 18:40:46 +0000

Use refresh button to check if there any changes in the source lists applied to the chart automatically.

When the Gantt Chart Web Part for SharePoint, it looks like as follows.

Scroll to Today

Tue, 29 Oct 2024 18:40:37 +0000

Click “Scroll to Today” to see tasks related to the current date.

Zoom Buttons

Tue, 29 Oct 2024 18:40:28 +0000

There are five zoom buttons:

Zoom hours;
Zoom days;
Zoom weeks;
Zoom months.

Use them to scale the Gantt chart as you need and navigate easily to a required time period.

Configure Data Sources

Tue, 29 Oct 2024 18:39:53 +0000

When you switch to the edit page mode, two links appear on top of the page:

Configure Virto Gantt data sources;
Configure Virto Gantts.

To adjust the Gantt view for a SharePoint list, you firstly need to define data source settings. Click “Configure Virto Gantt data sources”.

The list of already configured data sources will appear. Here you can also add a new data source.

Click on link “Add new Gantt data source” and you will be redirected to thepage to adjusta new data source.

Uninstalling Virto Gantt Web Part

Tue, 29 Oct 2024 18:39:27 +0000

To uninstall the component:

Double click the Setup.exe extracted from downloaded Virto.SharePoint.2013.GanttChart Part.X.X.zip

file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Upgrading Virto Gantt Web Part

Tue, 29 Oct 2024 18:39:21 +0000

If you already use Virto Gantt Web Part and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto Gantt Web Part section.

On the step 3 check the box “Upgrade” and click “Next”.

Note: if you have activated Virto ONE license, you do not need to activate it now.

Installing Virto Gantt Web Part

Tue, 29 Oct 2024 18:39:17 +0000

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

Virto Gantt Web Part for SharePoint setup program provides links to the various installation components for the calendar.

To access Virto Gantt View Setup program download Virto.SharePoint.2019.TaskManager.zip (or Virto.SharePoint.2016.TaskManager.zip or Virto.SharePoint.2013.TaskManager.zip) file and unzip it. Run extracted Setup.exe as administrator under the farm administrator account.

The setup wizard window will appear.

SharePoint version: 2016

Tue, 29 Oct 2024 18:38:31 +0000

Operation system: 64-bit edition of Windows Server 2012 R2 Service Pack 1 AND 64-bit edition of Microsoft SQL Server 2014 Service Pack 1 (SP1)

Server: SharePoint Server 2016, Microsoft .NET Framework 4.5.2

Browser: Microsoft Internet Explorer 10 or higher, Google Chrome, Firefox, Mozilla

SharePoint version: 2013

Tue, 29 Oct 2024 18:38:24 +0000

Operation system: Windows Server 2012 Standard or Datacenter X64 / 2008 R2 SP1

Server: SharePoint Release: Microsoft SharePoint Foundation 2013 or Microsoft SharePoint Server 2013; Microsoft .NET Framework 4.5

Browser: Internet Explorer 8 or greater is recommended for Advanced Administration features, Mozilla, Firefox, Google Chrome supported

Hover Slide Effect Engine

Tue, 29 Oct 2024 08:38:58 +0000

The case below describes how to adjust and use Hover Slide Effect Engine and organize Slideshow as follows:

First of all you need to create a picture library (Image Slider 4 Demo in our case). Then add number column (ZoneID).

Add pictures of the size you need to this picture library (the exact sizes will be mentioned below). Then fill out ZoneID field with values (you need to define a zone where every picture will be added to).

Carousel Engine

Tue, 29 Oct 2024 08:38:52 +0000

To apply Carousel engine, select if from the list. Then define type of navigation arrows, check the boxes “Enable mouse wheel” and “Enable auto scroll”. Define animation speed, check the boxes “Display vertically” and “Circular behavior” if you need. Then click “OK” or “Apply” to save the settings.

Depending on the settings image slider will look as follows.

Yahoo Style

Tue, 29 Oct 2024 08:38:44 +0000

Open web part settings block with “Edit Web Part” button and select “Yahoo style” engine type. Define the interval for slides and click “OK” to save the settings.

Yahoo style provides Virto Image Slider with a simple preview.

Just use navigation buttons or put cursor on a required picture in preview to show it.

If you define picture URL for slideshow images (see the sections above), you will see full size picture when you click on it.

Engine types

Tue, 29 Oct 2024 08:37:37 +0000

Virto Image Slider web part allows using four engines – default, Yahoo style, Carousel style and Hover Slide Effect style. Default engine is custom one. You can define any settings described above for default engines. Yahoo style engine has predefined settings, you can only set interval for picture slideshow. Carousel engine allows you to customize navigation arrows, enable mouse will and auto scroll, define animation speed, select vertical or horizontal style of appearance, define circular behavior and number of visible items and scrolling settings.

Transitions Options

Tue, 29 Oct 2024 08:37:29 +0000

Transitions options define the way which the pictures will be shown.

Select transition type from the dropdown.

Then define interval in milliseconds with which the pictures will be changing.

Note: if an interval is too small, animation effects may not work properly.

Define animation speed (the time in milliseconds spent on one animation effect) and amount of animation slices.

You may switch to the next slide manually by clicking “left” and “right” buttons. In case you do not need to use this option uncheck the box “Show navigation buttons”.

Image Options

Tue, 29 Oct 2024 08:37:21 +0000

“Image Options” settings block enables to define preferences for shown pictures.

You can define width and height of shown pictures. However the picture will be displayed according to the set Stretch mode:

Fit – pictures will be scaled according to original proportions; Original size is 400x300, we set 600x300 px

Fill – pictures will be stretched to set size. If a picture is smaller than defined size, it will be stretched to reach defines size. If a picture is larger, only its part will be stretched.

Original size is 400x300, we set 600x300 px

Data Source Settings

Tue, 29 Oct 2024 08:37:14 +0000

Select SharePoint site where you want to take pictures from.

Then select a Document Library where the pictures for future slideshow are stored.

You can define not the whole picture library but just a folder within it as a data source. Just type the exact name of a folder in “Library folder” field.

It is possible to select view for slideshow.

If you check the box “Search in subfolders”, the pictures will be taken from all subfolders of document library. If the box is unchecked, pictures will be taken only from root folder.

Adding Web Part to a SharePoint site

Tue, 29 Oct 2024 08:36:57 +0000

Go to SharePoint site where you want to add the Image Slider web part and open “Edit - Edit page”. You will switch to edit mode.

Click “Insert”. Select Virto Image Slider web part at the bottom of the list and click “Add”.

Uninstalling Virto Image Slider web part

Tue, 29 Oct 2024 08:36:41 +0000

To uninstall the component:

Double click the Setup.exe extracted from downloaded Virto.ImageSlider.Setup.zip file.
The program performs the system checks again. Once that has successfully completed, the

program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Upgrading Virto Image Slider web part

Tue, 29 Oct 2024 08:36:36 +0000

If you already use Virto Image Slider web part and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto Image Slider section.

On the step 3 check the box “Upgrade” and click “Next”.

Note: if you had activated the license while installing the previous Virto Image Slider web part version, you do not need to activate it now.

License Activation

Tue, 29 Oct 2024 08:36:28 +0000

To see full instruction for successful activation of your component, please download “Virto License Manager” PDF instruction from Downloads section of our site or read it in Wiki.

Installing Virto Image Slider

Tue, 29 Oct 2024 08:36:23 +0000

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

Virto Image Slider web part for SharePoint setup program provides links to the various installation components for the calendar.

To access Virto Image Slider web part Setup program download Virto.ImageSlider.Setup.zip file and unzip it. Run extracted Setup.exe file.

The setup wizard window will appear.

Virto Image Slider web part wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Expected Outage

Tue, 29 Oct 2024 08:36:18 +0000

The expected outage time is from 2 minutes to several hours depending on your hardware and number of SharePoint sites. Though we recommend all Virto users to upgrade on a weekend.

Browser

Tue, 29 Oct 2024 08:36:05 +0000

Microsoft Internet Explorer 7 or higher is required.

Server

Tue, 29 Oct 2024 08:36:00 +0000

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

SharePoint Release 2010:

Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;
Microsoft .NET Framework 3.5;

SharePoint Release 3:

Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007;
Microsoft .NET Framework 3.5;
Microsoft Office SharePoint Designer 2007.

Note: This product is not compatible with SPS 2003 and WSS v2.

Operating System

Tue, 29 Oct 2024 08:35:55 +0000

Microsoft Windows Server 2003, 2008, 2012

Add new items

Tue, 29 Oct 2024 08:14:03 +0000

You can add new items from parent list directly to the child lists.

It is possible to enable or disable ability to add new items for each list. This option is enabled for list “John’s expenses” and disabled for list “Anna’s expenses”.

Also, you can define text for the link to new item creation mode.

Edit

Tue, 29 Oct 2024 08:13:58 +0000

When you open a parent’s list item in Edit form, you can edit or delete related items from this mode.

You can edit items by clicking on their names or by clicking on the edit icon.

Display

Tue, 29 Oct 2024 08:13:53 +0000

When you click on the link “Click for details” from corresponding column, the related items from the child list are displayed.

On this picture, both columns are opened. The dividers with column names distinguish the data from each column.

Click on the item name to view details or hover the mouse point on item name to select an action.

How to connect lists with SharePoint Related Items Field Type feature

Tue, 29 Oct 2024 08:13:30 +0000

When you have installed Virto SharePoint Related Items Field Type and activated it, you need to adjust the feature.

Since Virto SharePoint Related Items Field Type is supposed to work with SharePoint lists of current site collection, you have to:

create a list you are going to work with, add lookup column and adjust the feature or
add a lookup column to an existing list and adjust the feature.

For example, you need to aggregate information from distinct personal lists (eg. “John’s expenses”) in one list of employee’s expenses (“Expenses”).

Uninstalling Virto Related Items

Tue, 29 Oct 2024 08:13:04 +0000

To uninstall the component:

Double click the Setup.exe extracted from downloaded

Virto.SharePoint.20XX.RelatedItemsFiledType.zip file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Upgrading Virto SharePoint Related Items

Tue, 29 Oct 2024 08:12:59 +0000

If you already use Virto SharePoint Related Items and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe.

On the step 3 check the box “Upgrade” and click “Next”.

Note: if you had activated the license while installing the previous Virto SharePoint Related Items version, you do not need to activate it now.

License Activation

Tue, 29 Oct 2024 08:12:50 +0000

To see full instruction for successful activation of your component, please read our blog.

Installing Virto SharePoint Related Items Field Type

Tue, 29 Oct 2024 08:12:44 +0000

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

The Virto SharePoint Related Items Field Type setup program provides links to the various installation components for the calendar.

To access Virto SharePoint Related Items Field Type Setup program download

Virto.SharePoint.20XX.RelatedItemsFiledType.zip file and unzip it. Run extracted Setup.exe file. The setup wizard window will appear.

Virto Related Items wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Browser

Tue, 29 Oct 2024 08:12:29 +0000

Microsoft Internet Explorer, Mozilla Firefox, Opera, Google Chrome.

Server

Tue, 29 Oct 2024 08:12:23 +0000

SharePoint Release 2016:

Microsoft SharePoint Server 2016;
Microsoft .NET Framework 4.5.2;

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

Operating System

Tue, 29 Oct 2024 08:12:17 +0000

Microsoft Windows Server 2012

Creating Fieldset

Tue, 29 Oct 2024 07:40:48 +0000

You can create any amount of fieldsets and apply them for different sites of SharePoint groups.

In order to create new fieldset, click “Manage Fields” and use “Click here to add new fieldset” link.

Type name of new fieldset and click “Save”.

Now it will be possible to select this fieldset for using instead of default one (settings of web part, “Edit Web Part” button).

To adjust new fieldset, select it from the list and change settings for required fields as described above.

Editing Fieldset

Tue, 29 Oct 2024 07:40:41 +0000

Fieldsets contain group of settings for fields. Fieldset defines which actions to do with fields will be allowed for users: viewing, editing, or searching.

Used fieldset is displayed on the “Active Directory User Service Settings” page. One fieldset is used by default.

To change settings for field in the field set, just click the required field and make required modifications.

Then click “Save”.

Adding and Editing Fields

Tue, 29 Oct 2024 07:40:26 +0000

Click any field to edit its information. Or click “Add Field” to add a new one.

The following parameters can be set for every field:

Displayed Name – name displayed in the list of fields.
AD Name – name in Active Directory corresponding to the current field.
Tab Name – Web Part’s tab which contains this field. Only one tab name can be selected.
Sorting Order – number of position in the list.
Allow Empty Values – ability to allow users to leave this field empty.
Allow Multiple Values – ability to allow users to enter more than one value for this field.

Note: “Allow Empty Values” and “Allow Multiple Values” check boxes work only in case Active

Directory fields have the same settings.

Available Field Formats

Tue, 29 Oct 2024 07:40:19 +0000

Create any amount of field formats. To make field format work, define required format for a field (see “Adding and Editing Fields”).

Fields Management

Tue, 29 Oct 2024 07:40:07 +0000

First of all administrator has to add all the required fields which will be used in fieldsets. Go to “Settings – Site Settings”.

Note: if you already adjusted fields and fieldsets as described in Active Directory User Service Adjustment section, you don’t need to manage fields and fieldsets one more time. These settings are the same for both web parts. Just move to SharePoint Active Directory Self Service Web Part Settings.

Then find the link “Virto SharePoint Active Directory Service Settings” and follow it.

Other Settings

Tue, 29 Oct 2024 07:39:24 +0000

Define maximum height of users list to display in web part.

You hide inactive users in the list. Uncheck the box “Show inactive users” in this case.

Now the basic settings of web part are defined. Click “OK” to finish or us “Apply” to save the settings and continue adjustment.

Interactive Search Parameters

Tue, 29 Oct 2024 07:39:17 +0000

You can define maximum of users displayed while searching. Just type required number. Click “OK” or “Apply” to save the settings.

Which Profiles Can Be Updated

Tue, 29 Oct 2024 07:39:09 +0000

In case you want to define group of users which profiles will be possible to edit, you can type path to his group in the special settings block. When you click “Apply” or “OK” the web part will display only users within this group.

Who Updates Profiles

Tue, 29 Oct 2024 07:39:00 +0000

Now define which SharePoint groups will be able to update user profiles.

Type of Connection

Tue, 29 Oct 2024 07:38:54 +0000

First of all select the type of connection to AD:

“Use default” – default data will be required for connection to AD, defined by administrator; default data is defined on the Active Directory User Service Settings (see the next section).
“Use specific” – specific details will be required for connection to AD, can be defined by users who has access to AD. In this case it is required to enter domain name, account name, and password.

Creating Fieldset

Tue, 29 Oct 2024 07:38:29 +0000

You can create any amount of fieldsets and apply them for different sites of SharePoint groups.

In order to create new fieldset, click “Manage Fields” and use “Click here to add new fieldset” link.

Type name of new fieldset and click “Save”.

Now it will be possible to select this fieldset for using instead of default one (settings of web part, “Edit Web Part” button).

To adjust new fieldset, select it from the list and change settings for required fields as described above.

Editing Fieldset

Tue, 29 Oct 2024 07:38:21 +0000

Fieldsets contain group of settings for fields. Fieldset defines which actions to do with fields will be allowed for users: viewing, editing, or searching.

Used fieldset is displayed on the “SharePoint Active Directory User Service Settings” page. One fieldset is used by default.

To change settings for field in the field set, just click the required field and make required modifications.

Then click “Save”.

Resize Image By Percentage

Mon, 28 Oct 2024 19:46:04 +0000

This activity allows to resize images by percentage.

Parameters

Input parameters

Parameter	Description	Example
listItemUrl (required)	StringA relative way to the image.	/sites/mySite/MyDocLib/Image_001.png; [%CurrentItem:Server Relative URL%]
siteUrl (optional)	StringAn absolute way to the image’s site. If not defined, current site will be used.	https://mycompany/sharepoint.com/sites/site001
newValue (required)	IntNew image value in percents
destFolderUrl (optional)	StringA relative way to a folder to save resized image. If not defined, current folder will be used.	/sites/MySite/MyDocLib/Folder 001

Example

Resize Image By One Side

Mon, 28 Oct 2024 19:45:57 +0000

This activity resizes images by one side.

Parameters

Input parameters

Parameter	Description	Example
listItemUrl (required)	StringA relative way to the image.	/sites/mySite/MyDocLib/Image_001.png; [%CurrentItem:Server Relative URL%]

siteUrl (optional)	StringAn absolute way to the image’s site. If not defined, current site will be used.	https://mycompany/sharepoint.com/sites/site001
newValue (required)	IntNew image value
mode (required)	Choice	Width, Height, Long Size, Short Size.
destFolderUrl (optional)	StringA relative way to a folder to save resized image. If not defined, current folder will be used.	/sites/MySite/MyDocLib/Folder 001

Example

Resize Image

Mon, 28 Oct 2024 19:45:49 +0000

This activity resizes images.

Parameters

Input parameters

Parameter	Description	Example
listItemUrl (required)	String.A relative way to the image.	/sites/mySite/MyDocLib/Image_001.png; [%CurrentItem:Server Relative URL%]
siteUrl (optional)	StringAn absolute way to the image’s site. If not defined, current site will be used.	https://mycompany/sharepoint.com/sites/site001
newWidth (required)	IntNew image width.
newHeight (required)	IntNew image height.
smartCropping (required)	Boolean.Use smart crop to keep aspect ratio	True, False.
destFolderUrl (optional)	StringA relative way to a folder to save resized image. If not defined, current folder will be used.	/sites/MySite/MyDocLib/Folder 001

Example

Get date property

Mon, 28 Oct 2024 19:45:33 +0000

This activity gets a date property and stores result in a variable.

Parameters

Input parameters

Parameter	Description	Example
Component	Date part type. Select it from predefined values.	Year, Month, Day, Hour, Minute, Second, Ticks, Day Of Week, Day Of Year, Week of Year
This time	Inputdate. Date value you want to get.	[%Variable:updatedDate%], [%CurrentItem:Created%]
Variable	Returns part of a date. If date is null returns -1.

Example

Convert date from UTC to local time

Mon, 28 Oct 2024 19:45:26 +0000

This activity converts date from UTC to local time.

Parameters

Input parameters

Parameter	Description	Example
This time	Inputdate. Time you want to convert from UTC time.	[%Variable:updatedDate%], [%CurrentItem:Created%]
Current site time zone	Time zone to convert time	(UTC-09:00) Alaska (can be selected in dropdown menu)
Variable	Contains converted time

Example

Convert Date from Local Time to UTC

Mon, 28 Oct 2024 19:45:18 +0000

This activity converts date from local time to UTC.

Parameters

Input parameters

Parameter	Description	Example
This time	Inputdate. Time you want to convert to UTC time.	[%Variable:updatedDate%], [%CurrentItem:Created%]
Current site time zone	Time zone to convert	(UTC-09:00) Alaska (can be selected in dropdown menu)
Variable	Contains converted time

Example

Set Azure AD user attribute

Mon, 28 Oct 2024 19:45:02 +0000

This activity allows setting user’s attribute in Azure Active Directory.

Parameters

Input parameters

Parameter	Description	Example
Site URL	Optional. Site URL where you want to run the workflow. Default value is current site URL.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
This value	Attribute value which you want to set.	John, Doe
This attribute	Attribute name which you want to update.	Givenname, Surname
User	User e-mail or login name	john.doe@mycompany.onmicrosoft.com , Jane.doe@mycompany.com

Example

Get Azure AD user information

Mon, 28 Oct 2024 19:44:56 +0000

This activity allows receiving user’s information from Active Directory and stores result in variable.

Parameters

Input parameters

Parameter	Description	Example
Site URL	Optional. Site URL where	https://contoso/SiteUrl;

	you want to run the workflow. Default value is current site URL.	https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User	User e-mail or login name	john.doe@mycompany.onmicrosoft.com , Jane.doe@mycompany.com
Variable	After successful workflow execution contains dictionary with user’s attributes from Azure AD.Dictionary has the following keys (case sensitive): City, CompanyName, Country, Department, DisplayName, FacsimileTelephoneNumber, GivenName, JobTitle, Mail, MailNickname, Mobile, OtherMails, PostalCode, PreferredLanguage, State, StreetAddress, Surname, TelephoneNumber,UserPrincipalName

Example

Import CSV to list

Mon, 28 Oct 2024 19:44:39 +0000

This activity allows importing records from CSV file into SharePoint list.

Parameters

Input parameters

Parameter	Description	Example
CSV file URL	CSV file URL	c:\Task.csv http://externalsite.com/Task.csv http://sharepoinportal/Shared%20Documents/CSVTest.csv
Site URL	Optional. Default value is current site collection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
This list	Target list. If the value is empty, current list will beused.	http://mysharepoint/Lists/Tasks http://mysharepoint/Lists/Tasks/Folder
CSV file delimiter character	The delimiter character separating each field.	Any symbol.

Example

Pause

Mon, 28 Oct 2024 19:44:25 +0000

This activity causes a workflow to pause executing for a specified time interval in milliseconds.

Parameters Input parameters

Parameter	Description	Example
1000	Pause duration in milliseconds.	500

Example

Create SharePoint site

Mon, 28 Oct 2024 19:44:12 +0000

This activity creates a new SharePoint site.

Parameters

Input parameters

Parameter	Description	Example
Current site (optional)	Parent site URL. Absolute site URL where you want to create a new SharePoint site. If the value is empty,current site URL will be used.	https://yourtenant.sharepoint.com/sites/parentsite
The following title	Title of the site which you want to create.	New name
The followingdescription (optional)	Description of the site you want to create.	Description
The following URL	Site URL part. This URL will be added to parent siteURL.	My subsite
Locale ID	Locale (language) ID whichyou want to create site with.	1033

This template	Site template.	Team Site (classic experience)
Inherit permissions	Inherit permissions from parent site.	Yes/No
Inherit navigation	Inherit top navigation bar from parent site.	Yes/No
Variable	Full URL of created site (set by this activity).	https://yourtenant.sharepoint.com/sites/parentsite/my subsite

Example

Delete SharePoint group

Mon, 28 Oct 2024 19:44:04 +0000

This activity removes SharePoint group from the current site.

SharePoint Workflow Designer Phrase

Delete the following SharePoint group

Parameters

Input parameters

Parameter	Description	Example
The following group	Name of the SharePoint group	My custom group, [%Variable:groupName%]
Site URL	Optional. The URL of the site collection where the group is being deleted.Default value is current sitecollection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Rename SharePoint group

Mon, 28 Oct 2024 19:43:57 +0000

This activity renames a SharePoint group.

Parameters

Input parameters

Parameter	Description	Example
this group	Current name of the SharePoint group	My custom group, [%Variable:groupName%]
this	New name of theSharePoint group	My custom group, [%Variable:groupName%]
site url	Optional. The URL of the site collection where the group is being renamed. Default value is current sitecollection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Create SharePoint group

Mon, 28 Oct 2024 19:43:47 +0000

This activity adds a new SharePoint group to current site.

SharePoint Workflow Designer Phrase

Create SharePoint group with the following name, with this description and make this user the owner, only Group Members can view, only Group Owner can edit, add the following members.

Parameters

Input parameters

Parameter	Description	Example
The following group	Name of the new SharePoint group	My custom group, [%Variable:groupName%]
this description	Optional. Description of the new group.	My custom group with custom permissions
Current site	Optional. The URL of a source SharePoint site. If	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;

	the value field is empty, current site will be used.	[%Workflow Context:Current Site URL%]/subSite
this user	Optional. Single User login or Group name. The owner can change anything about the group such as adding and removing members or deleting the group. Only one user or group can be the owner. If user is empty, the user who created theWeb site will be used.	“user@domain”. It allows multiple values separated by a semicolon.
Who can view	Specify who has permission to see the list of group members: Group Member (default) or Everyone.	“user@domain”. It allows multiple values separated by a semicolon.
Who can edit	Specify who has permission to edit the list of group members: Group Owner(default) or Group Members.	“user@domain”
the following members	Optional. The members of the group. Use ‘,’ or ‘;’ separator to identifymultiple users.	“user@domain1”;“user2@domain”

Example

Is workflow running on list item

Mon, 28 Oct 2024 19:43:28 +0000

This activity checks whether workflow is running on a list item and stores result in a variable.

Parameters

Input parameters

Parameter	Description	Example
This workflow	Workflow name which you want to check for running status.	Update item workflow
Current list item (optional)	List Item ID which workflow status you want to check. If the value not specified, current workflow contextitem will be used.	[%Variable:ItemID%], Current Item:ID
current list (optional)	Title or Url of list whichworkflow status you want to check. If the value is not	Tasks[%Workflow Context:List Name%]/Lists/ Tasks

	specified, current workflow context list will be used.
SiteURL (optional)	The URL of a source SharePoint site which workflow status you want to check. If the value field is empty, current site will beused.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Variable (set by this activity)	After successful workflow execution contains flag whether workflow isrunning on list item or not.

Example

Start another workflow

Mon, 28 Oct 2024 19:43:21 +0000

This activity finds the list item by ID and runs workflow.

Note: If list item parameter is empty, current list item will be used.

Note: If workflow association is empty, default will be used.

SharePoint Workflow Designer Phrase

Start SharePoint 2013 list workflow in this list on this item, named this

Parameters

Input parameters

Parameter	Description	Example
this list	Title or Url of chosen list. Ifthe value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks


this item	Item ID. If the value field is empty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
this	Workflow Identifier	Name of existing workflow to run
SiteURL (optional)	The URL of a source SharePoint site. If the valuefield is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Loop through list items and start workflow

Mon, 28 Oct 2024 19:43:15 +0000

This activity finds list by url and allows looping through list items and staring workflow for multiple list items.

Parameters

Parameter	Description	Example
All (optional)	List item filter. The filter string supports View Name, View ID and CAML string (<Where>...</Where>).Empty filter returns all items.	http://mysharepoint/MyDocs/Shared%20Documents
this list	List identifier. The value could be list name, guid or list url (the web site relative url). If the value field is empty, current list will beused.	[%Variable:ItemID%], Current Item:ID
This workflow	Name of existing workflow to run	Name of existing workflow to run
SiteURL (optional)	The URL of a SharePoint site. If the value field isempty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Cancel all workflows on list item

Mon, 28 Oct 2024 19:43:08 +0000

This activity cancels all running or faulting workflows for selected list item.

Note: Canceling the workflow will set its status to Canceled and will delete all tasks created by the workflow.

Parameters

Input parameters

Parameter	Description	Example
current list item	List item ID which running workflow you want to cancel. If the value field isempty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
current list (optional)	List ID (guid) or name where you want to cancel list item running workflow. If the value field is empty,current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Cancel running Workflow

Mon, 28 Oct 2024 19:42:59 +0000

This activity cancels specific running workflows on the specific list for selected item.

You can use the activity to terminate list item workflow if an error occurs or the workflow stops responding. Note: Canceling the workflow will set its status to Canceled and will delete all tasks created by the workflow. SharePoint Workflow Designer Phrase

Cancel running workflow in this list on this item, named this

Parameters

Input parameters

Parameter	Description	Example
this list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
this item	Item ID. If the value field is empty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
this	Workflow Identifier	Name of running workflow
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Calculate due date

Mon, 28 Oct 2024 19:42:42 +0000

This activity allows calculating due date from specific time.

This method does not change the value of date. Instead, it returns a new date whose value is the result of this activity.

Parameters

Parameter	Description	Example
this time	Initial date for calculating due date.	Today, CurrentItem:DueDate
0 days, 0 hours,10 minutes (optional)	A number of whole days,hours and minutes for due date.

Example

Calculate aggregate function

Mon, 28 Oct 2024 19:42:36 +0000

This activity finds list by url and calculates aggregate numerical function from a numeric column for selected item in list and store result in variable.

SharePoint Workflow Designer Phrase

Calculate this function on this field from all items at list url and store result in variable

Parameters

Input parameters

Parameter	Description	Example
this function	Name of the aggregate function.	Available Functions: Count, Avg, Min, Max, Standard Deviation, Mode.
this field	Optional. Numerical field on which mathematical function will be performed. Field display name. Field unique ID (Guid). Field index (int).Not required for Countfunction.	FieldName 23{F3DF15C2-F16E-4FD3-85F6-7EE05227A079}
All	Optional. List item filter. The filter string supports View Name, View ID andCAML string (<Where>...</Where>).	<View Scope='RecursiveAll'><Query><Where><Contains><FieldRef Name='FileLeafRef' />

	Empty filter returns all items.	<Value Type='File'> .docx </Value></Contains></Where><OrderBy><FieldRef Name='ID' /></OrderBy></Query></View>
list identifier	List name, list base template, guid or list url	Ex: http://mysharepoint/MyDocs/Shared%20Documents Ex:http://mysharepoint/Lists/List%20with%20Approve
Variable	This activity will place function result into an output variable (Double).

Available Functions

Name	Description
Count	Total number of items
Sum	The sum of items
Avg	Average of values from the specified column
Max	Smallest non-null value in the specified column
Min	Largest non-null value in the specified column
Standard Deviation	A measure of the variation in a distribution of values from the specified column, equal to the square root of the arithmetic mean of the squares of the deviations from the arithmetic mean; the square root of the variancehttp://en.wikipedia.org/wiki/Standard_deviation
Mode	The mode is the value that occurs the most frequently in a data set or a probability distribution.http://en.wikipedia.org/wiki/Mode_%28statistics%29

Example

Set SharePoint group's owner

Mon, 28 Oct 2024 19:42:16 +0000

This activity sets SharePoint group’s owner.

Parameters

Input parameters

Parameter	Description	Example
this user	User name of new group owner.	v@virtovay.com, 10, Marketing group
This group	Group name or ID which you want to update group ownerfor.	Sales
Current site URL (optional)	The site URL where you want to change group owner. If the value is not	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

specified, current workflow context site URL will be used.

Example

Set default permission group

Mon, 28 Oct 2024 19:42:08 +0000

This activity sets default permission group.

Parameters

Input parameters

Parameter	Description	Example
this group name	Group name or group (integer) ID.	Sales
Group type	Select from predefinedvalues	Visitor/Member/Owner
SiteUrl (optional)	The site URL where you want to change default group. If the value is not specified, current workflowcontext site URL will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

Example

Remove all folder permissions for user(s)/group(s)

Mon, 28 Oct 2024 19:42:01 +0000

This activity removes all permission assignments from specified folder for user(s)/group(s).

SharePoint Designer phrase

Remove all permissions for the following user(s)/group(s) from this folder in current list.

Parameters

Input parameters

Parameter	Description	Example
siteUrl	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite
The following user(s)/group(s)	User login, e-mail, group name, group ID	“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.
this folder	Folder path inside selectedlist/document library	Folder 001; Top Folder/Sub folder 1/sub folder2
current list	Name or Url of chosen list. If the value field is empty,current list will be used.	Tasks; [%Workflow Context:List Name%] /Lists/ Tasks

Example

Remove all permissions from folder

Mon, 28 Oct 2024 19:41:54 +0000

This activity removes all permission assignment from specified folder.

SharePoint Designer phrase

Remove all permission on this folder in current list.

Parameters

Input parameters

Parameter	Description	Example
siteUrl	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite
this folder	Folder path inside selected list/document library	Folder 001; Top Folder/Sub folder 1/sub folder2
current list	Name or Url of chosen list. If the value field is empty,current list will be used.	Tasks; [%Workflow Context:List Name%] /Lists/ Tasks

Example

Remove permissions from folder

Mon, 28 Oct 2024 19:41:47 +0000

This activity removes permissions from specified folder. Value of permission field by default can be one of the following values:

None
Guest
Reader
Contributor
Web
designer
Administrator
Editor
System

SharePoint Designer phrase

Remove Reader permission on this folder in current list to user(s)/group(s).

Parameters

Input parameters

Parameter	Description	Example
siteUrl	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite
Permission level	Permission level	None; Guest; Reader; Contributor; Web designer; Administrator; Editor; System
this folder	Folder path inside selected list/document library	Folder 001; Top Folder/Sub folder 1/sub folder2
current list	Name or Url of chosen list. If the value field is empty,current list will be used.	Tasks; [%Workflow Context:List Name%] /Lists/ Tasks
User(s)/group(s)	User login, e-mail, group name, group ID	“user@domain”, “domain\user”. It allows multiplevalues separated by a semicolon.

Example

Grant permissions on folder

Mon, 28 Oct 2024 19:41:40 +0000

This activity grants permission on specified folder. You can override or append user grant permissions. Value of permission field by default can be one of the following values:

None
Guest
Reader
Contributor
Web
designer
Administrator
Editor
System

SharePoint Designer phrase

Grant Reader permission on current folder in current list to user(s)/group(s). Override current unique permissions No.

Parameters

Input parameters

Parameter	Description	Example
siteUrl	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite
Permission level	Permission level	None; Guest; Reader; Contributor; Web designer; Administrator; Editor; System
current folder	Folder path inside selected list/document library	Folder 001; Top Folder/Sub folder 1/sub folder2
current list	Name or Url of chosen list. Ifthe value field is empty, current list will be used.	Tasks; [%Workflow Context:List Name%] /Lists/ Tasks
User(s)/group(s)	User login, e-mail, groupname, group ID	“user@domain”, “domain\user”. It allows multiplevalues separated by a semicolon.
Variable	Override current permissions	No – a new permission will be added to existed permissions Yes – a new permission will override

(remove) all old permissions

Example

Restore folder permissions inheritance

Mon, 28 Oct 2024 19:41:34 +0000

This activity restores inheriting permission from parent for specified folder.

SharePoint Designer phrase

Restore inheriting permissions on this folder in current list.

Parameters

Input parameters

Parameter	Description	Example
this folder	Folder path inside selected list/document library	Folder 001; Top Folder/Sub folder 1/sub folder2
current list	Name or Url of chosen list. If the value field is empty,current list will be used.	Tasks; [%Workflow Context:List Name%] /Lists/ Tasks
siteUrl	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

Example

Stop folder permissions inheritance

Mon, 28 Oct 2024 19:41:28 +0000

This activity stops inheriting permission from parent for specified folder.

SharePoint Designer phrase

Stop inheriting permissions on this folder in current list.

Parameters

Input parameters

Parameter	Description	Example
this folder	Folder path inside selected list/document library	Folder 001; Top Folder/Sub folder 1/sub folder2
current list	Name or Url of chosen list. If the value field is empty,current list will be used.	Tasks; [%Workflow Context:List Name%] /Lists/ Tasks
siteUrl	The URL of a source SharePoint site. If the valuefield is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

Example

Remove all site permissions for user(s)/group(s)

Mon, 28 Oct 2024 19:41:21 +0000

This activity removes all permission assignments from a site for user(s)\group(s), breaking list permission inheritance if necessary.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following user(s)/group(s)	User(s)/group(s) for which you want to removepermissions from site.	User id, login name, email, group name
SiteURL (optional)	The URL of a source SharePoint site where you want to remove user(s)/group(s) permissions from. If thevalue field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Remove all list permissions for user(s)/group(s)

Mon, 28 Oct 2024 19:41:12 +0000

This activity removes all permission assignments from a list for user(s)\group(s), breaking list permission inheritance if necessary.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following user(s)/group(s)	User(s)/group(s) for which you want to remove permissions from list.	User id, login name, email, group name
Current list	Name or list ID (guid) which item you want to remove user(s)/group(s) permissions from. If the value field is empty, currentlist will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a sourceSharePoint site where you want to remove	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

user(s)/group(s) permissions from. If the value field is empty, current site will be used.

Example

Remove all list item permissions for user(s)/group(s)

Mon, 28 Oct 2024 19:41:00 +0000

This activity removes all permission assignments from a list item for user(s)\group(s), breaking list permission inheritance if necessary.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following user(s)/group(s)	User(s)/group(s) for whichyou want to remove permissions from list item.	User id, login name, email, group name
Current item	List item ID which you want to remove user(s)/group(s) permissions from. If the value field is empty, currentitem ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Name or list ID (guid) which item you want to remove user(s)/group(s) permissions from. If thevalue field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a source SharePoint site where you want to remove user(s)/group(s) permissions from. If the value field is empty, currentsite will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Get SharePoint user from user information list

Mon, 28 Oct 2024 19:40:52 +0000

This activity allows to get the SharePoint user from a user information list and store the result in variable.

Parameters

Input parameters

Parameter	Description	Example
siteURL (optional)	Site URL where you want to get the user. Default value is current site url.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
The following user	User id, login name or email which you want to get.	john@virtosoft.com
Variable:dictionary	After successful workflow execution contains user

information.

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Get all site users

Mon, 28 Oct 2024 19:40:41 +0000

This activity allows to get current site user names and store the result in variable.

Parameters

Input parameters

Parameter	Description	Example
This site (optional)	Site URL which users youwant to get. Default value is current site url.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Variable:dictionary	After successful workflow execution contains users collection if site.

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Example

Get SharePoint Site Group Names

Mon, 28 Oct 2024 19:40:34 +0000

This activity allows to get current site group names and store the result in variable.

Parameters

Input parameters

Parameter	Description	Example
Variable:dictionary	Result Site Group names

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Example

Stop site permissions inheritance

Mon, 28 Oct 2024 19:40:25 +0000

This activity stops inheriting permission from Parent for specified site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Site URL (optional)	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Example

Stop list permissions inheritance

Mon, 28 Oct 2024 19:40:18 +0000

This activity stops inheriting permission from Parent for specified list. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Site URL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Stop list item permissions inheritance

Mon, 28 Oct 2024 19:40:11 +0000

This activity stops inheriting permission from Parent for specified list item. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current item	Item ID. If the value field is empty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Name or Url of chosen list.If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks


Site URL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Restore site permissions inheritance

Mon, 28 Oct 2024 19:40:02 +0000

This activity restores inheriting permission from Parent for specified site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Site URL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Example

Restore list permissions inheritance

Mon, 28 Oct 2024 19:39:56 +0000

This activity restores inheriting permission from Parent for specified list. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Site URL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Restore list item permissions inheritance

Mon, 28 Oct 2024 19:39:47 +0000

This activity restores inheriting permission from Parent for specified list item. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current item	Item ID. If the value field is empty, current item ID willbe used.	[%Variable:ItemID%], Current Item:ID
Current list	Title or Url of chosen list. If	Tasks

	the value field is empty, current list will be used.	[%Workflow Context:List Name%]/Lists/ Tasks
Site URL (optional)	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Remove user from all site groups

Mon, 28 Oct 2024 19:39:41 +0000

This activity removes a member from all SharePoint site groups. SharePoint Designer phrase

If the user or secure group doesn’t exist, this method does nothing.

Parameters

Input parameters

Parameter	Description	Example
The following user(s)	User login name, e-mail. Allowed multiple users or groups separated ';'.	“mycompany\john; john@gmail.com”
SiteURL (optional)	The URL of a source SharePoint site. If the valuefield is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Remove user from SharePoint group

Mon, 28 Oct 2024 19:39:34 +0000

This activity allows removing member from a SharePoint group. SharePoint Designer phrase

If the user or secure group doesn’t exist, this method does nothing.

Parameters

Input parameters

Parameter	Description	Example
The following user(s)	User login name, e-mail. Allowed multiple users or groups separated ';'.	“mycompany\john; john@gmail.com”
this group	Name or ID of the SharePoint group.	Home owners, 4, Home Viewers
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Remove permissions from site

Mon, 28 Oct 2024 19:39:29 +0000

This activity removes permission assignment from site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following permission	Permission level string.	Reader, Guest, Editor, etc.
Site URL (Optional)	The URL of a source SharePoint site. If the valuefield is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

User(s)/group(s)

User login, e-mail, group name, group ID

“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Remove permissions from list

Mon, 28 Oct 2024 19:39:22 +0000

This activity removes permission assignment from list. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator to grant several permission.Example:	Approve, Read, View Only.
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User(s)/group(s)	User login, e-mail, group name, group ID	“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.

Example

Remove permissions from list item

Mon, 28 Oct 2024 19:39:14 +0000

This activity removes permission assignment from list item. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator to grant several permissions.Example:	Approve, Read, View Only.
Current item	Item ID. If the value field is empty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User(s)/group(s)	User login, e-mail, group name, group ID	“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.

Example

Remove all permissions from site

Mon, 28 Oct 2024 19:39:02 +0000

This activity deletes all roles assigned to users on site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
SiteURL (optional)	The URL of a source SharePoint site. If the valuefield is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Example

Remove all permissions from list

Mon, 28 Oct 2024 19:38:54 +0000

This activity removes all permission assignment from list, breaking list permission inheritance if necessary. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Remove all permissions from list item

Mon, 28 Oct 2024 19:38:47 +0000

This activity removes all permission assignment from list item, breaking list permission inheritance if necessary. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current item	Item ID. If the value field is empty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Grant Permission on site

Mon, 28 Oct 2024 19:38:41 +0000

This activity grants permission on the site. You can override or append user or group grant permissions. Value of permission field by default can be one of the following values:

None
Guest
Reader
Contributor
Web
designer
Administrator
Editor
System

SharePoint Designer phrase

The activity supports multi permission assignment. Use ‘,’ or ‘;’ separator to grant several permission. Example:

"Approve, Read, View Only".

SharePoint Workflow Designer Phrase

Grant this level permission on site url to this members. Override current permissions: No

Grant Permission on list

Mon, 28 Oct 2024 19:38:31 +0000

This activity grants permission on the list. You can override or append user or group grant permissions. Value of permission field by default can be one of the following values:

None
Guest
Reader
Contributor
Web
designer
Administrator
Editor
System

SharePoint Designer phrase

The activity supports multi permission assignment. Use ‘,’ or ‘;’ separator to grant several permission. Example:

"Approve, Read, View Only".

Parameters

Input parameters

Parameter	Description	Example
The following	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator to grant several permission.Example:	Guest, Reader, Editor, etc.
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User(s)/group(s)	User login, e-mail, group name, group ID	“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.
Variable	Override current permissions	No – a new permission will be added to existed permissionsYes – a new permission will override (remove) all oldpermissions

Example

Grant Permission on list item

Mon, 28 Oct 2024 19:38:16 +0000

This activity grants permission on the list item. You can override or append user grant permissions. Value of permission field by default can be one of the following values:

None
Guest
Reader
Contributor
Web
designer
Administrator
Editor
System

SharePoint Designer phrase

The activity supports multi permission assignment. Use ‘,’ or ‘;’ separator to grant several permission.

Parameters

Input parameters

Parameter	Description	Example
The following	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator to grant several permission.Example:	Guest, Reader, Editor, etc.
Current item	Item ID. If the value field is empty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User(s)/group(s)	User login, e-mail, group name, group ID	“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.
Variable	Override current permissions	No – a new permission will be added to existed permissionsYes – a new permission will override (remove) all old permissions

Example

Check if user is a member of SharePoint group

Mon, 28 Oct 2024 19:38:09 +0000

This condition checks that user is member of specified SharePoint group. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following user(s)	User login name, e-mail. Allowed multiple users or groups separated ';'.	“mycompany\john; john@gmail.com”
This group	Name or id of the SharePoint group.	Home Owners, Home Viewers, 5
SiteURL (optional)	The URL of the site collection to which the user account is being added.Default value is current site url.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Variable	Override current permissions	No – a new permission will be added to existed permissionsYes – a new permission will override (remove) all oldpermissions

Example

Get members of SharePoint group

Mon, 28 Oct 2024 19:38:02 +0000

This activity returns collection of SharePoint group members. Supports “Distinguished Name” or “Account Name” output format.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
This group	Name or ID of the SharePoint group.	Home owners, 4, Home Viewers
SiteURL (optional)	The URL of the site collection to which the user account is being added. Default value is current site collection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite
Variable	Result is Dynamic value	[{ "ID": "27", "LoginName":"i:0#.f\|membership\|john.joe@contoso.microsoft.com", "Email": "john.doe@contoso.onmicrosoft.com",

"Name":"John Doe" }, { "ID": "23", "LoginName": "i:0#.f|membership|jane.doe@contoso.microsoft.com", "Email": "jane.doe@contoso.microsoft.com", "Name":"Jane Doe" }]

Example

Add user to SharePoint group

Mon, 28 Oct 2024 19:37:54 +0000

This activity adds user to existing SharePoint group. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following user(s)	User login name, e-mail.Allowed multiple users or groups separated ';'.	“mycompany\john; john@gmail.com”
This group	Name or ID of the SharePoint group.	Home owners, 4, Home Viewers
SiteURL (optional)	The URL of the site collection to which the user account is being added.Default value is current sitecollection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Note: We recommend you to run all Virto Permissions actions inside App Step to avoid failing of your subsequent actions inside the workflow.

Encode web text

Mon, 28 Oct 2024 19:37:37 +0000

This activity encodes text with URL or HTML encoders and stores the result.

Parameters

Input parameters

Parameter	Description	Example
This text	Text which you want to encode
This encoder	Encoding mode	URL encoder, URL path encoder, HTML encoder, HTML attribute encoder
Variable	Returns encoded text

Example

Decode web text

Mon, 28 Oct 2024 19:37:30 +0000

This activity decodes text with URL or HTML decoders and stores the result.

Parameters

Input parameters

Parameter	Description	Example
This text	Text which you want to decode
This Decoder	Decoding mode	URL or HTML decoders
Variable	Returns decoded text

Example

Convert date to a string

Mon, 28 Oct 2024 19:37:23 +0000

This activity converts date to a string in custom format and stores the result.

Parameters

Input parameters

Parameter	Description	Example
The following date	DateTime value which you want to convert to string.	CurrentItem:Created 12/12/2016
The following format (optional)	.Net format string which you want to use for converting dare to string. See MSDN online for custom date time formats.	M/d/yyyy M/d/yy MM/dd/yy MM/dd/yyyy yy/MM/dd yyyy-MM-dddd-MMM-yy
Variable	retVal (set by this activity). Contains result of DateTime conversion to string.

Example

Join strings

Mon, 28 Oct 2024 19:37:16 +0000

This activity concatenates a specified separator between each element of a specified array.

Parameters

Input parameters

Parameter	Description	Example
This string	String that will be concatenated.	Any strings.

This separator	Any symbol.	Any symbol.
Output to string	Result strings

Example

Trim string

Mon, 28 Oct 2024 19:37:12 +0000

This activity allows removing symbols from the text and store result in variable.

Parameters

Input parameters

Parameter	Description	Example
This string	String from which all leading and trailingoccurrences of trim symbols will be removed.	Any string
This symbols	Symbols to be removed.	Any symbols
Variable:string	Trimmed string.

Example

Split string

Mon, 28 Oct 2024 19:37:05 +0000

This activity allows splitting string by specified substring to the string array. SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
SplitResult	The dictionary that represents a collection of substrings	Variable:splitResult

Input parameters

Parameter	Description	Example
Source String	Source string	test1;test2;test3;test4
Separate Symbols	Separator string	;,#;

Example

Does item exist in document library

Mon, 28 Oct 2024 19:36:47 +0000

This activity checks if an item exists in a document library.

Parameters

Input parameters

Parameter	Description	Example
Current item (optional)	Item id which existence you want to check. If value is empty, the current item ID library from workflow context will be used.	5, [%Variable:ItemID%], Current Item:ID
Current document library (optional)	Document library id (guid) or title which item existence you want to check. If value is empty, the current document library from workflow context will be used.	/sites/my site/Documents/Subfolder 1/Subfolder2; /Root Documents Library
Document library [with folder]	Destination URL. Relative URL of document library [with folder].	/sites/my site/Documents/Subfolder 1/Subfolder2; /Root DocumentsLibrary
Variable	Variable (set by this activity). Contains true if item exists in destinationlibrary.
Site URL (optional)	The URLs of a SharePoint site where you want to check a document library for an item.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite

Example

Rename folder

Mon, 28 Oct 2024 19:36:42 +0000

This action allows user to rename a folder.

Parameters

Input parameters

Parameter	Description	Example
The following name	New folder name
This folder	Folder name/path which you want to rename.	Folder001; Top Folder/Sub Folder 1/Sub Folder 2
Current list (optional)	List id (guid) or name where you want to rename folder. If the value is empty the current workflow context list will be used.	[%Workflow Context: List ID%]
Current site URLs (optional)	The URLs of a SharePoint site where you want to rename folder. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]subSite
User name (optional)	User login name who you want the workflow must be run under
User password (optional)	User password who you want the workflow must be run under
Overwrite Current Item Version	If versioning is enabled in the list and this flag is set to true the latest item version will be overwritten.	Yes/No

Example

Get list item ID by unique ID (extended)

Mon, 28 Oct 2024 19:36:36 +0000

When you create new list item using OOTB Create new item action it returns guid of newly created list item. If you want to get integer id of newly created list item, you can use the following Virto action. This action allows user to get list item integer ID by unique ID (guid) and saves it to a variable.

Parameters

Input parameters

Parameter	Description	Example
Site URL (optional)	The URLs of a SharePoint site where you want to get list item integer id. Ifthe value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site

		URL%]subSite
Unique ID	Unique ID (guid) of list item which integer ID you want to get.	[%Variable:created%] 799e2825-a30c-4652-8d05-7af9f7d2f9b9
List (optional)	List ID (guid) or name where you want to get list item integer ID. If the value field is empty, current workflowcontext list will be used.	Documents[%Workflow Context: List ID %] 107/Lists/Tasks
Variable	Variable to save the integer ID. If list item is not found by unique ID returns-1.

Example

Create List Item (extended)

Mon, 28 Oct 2024 19:36:29 +0000

This activity finds the list by url and creates list item. The activity triggers create event.

Parameters

Input parameters

Parameter	Description	Example
Field values	Dictionary contains field values for setting in created item
This list	List for querying. The value could be list name, list base template, guid (not supported with multiple sites) or list URL (this web site relative URL). If thevalue field is empty, current list will be used.	Documents[%Workflow Context: List ID %] 107/Lists/Tasks

Variable: item ID	Return integer value, ID of created item
Site URLs (optional)	The URLs of a SharePoint sites (semicolon delimited). If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
User name(optional)	User login name who you want theworkflow must be run under
User password (optional)	User password who you want the workflow must be run under

Example

Copy/Move Attachments

Mon, 28 Oct 2024 19:36:23 +0000

This activity allows to copy/move attachments from list item to other folder. Cross site copy is supported. SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
URLs	Returns a list of copied files	Variable:fileURLs

Input parameters

Parameter	Description	Example
Method	Copy or Move	Copy(0), Move(1)
ItemID	The ID of the source item.	Variable:ItemID
List identifier	The list where the item will be stored. The value could be list name, guid or list url (the web site relative URL). If the value fieldis empty, current list will be used.	[%Workflow Context: List ID %]/Lists/Tasks Tasks
DestinationUrl	The URL where the source folder will be copied/moved. You can use absolute URL as well as web site relative URL	https://contoso/SiteUrl/LibraryName/FolderNa me[%Workflow Context:Current Site URL%]/siteURL/Source Documents/Documents/
SiteURL	The URL of a SharePoint site. If the value field is empty,	[%Workflow Context:Current Site URL%]/ https://contoso/SiteUrl/

	current site will be used.
Overwrite	Overwrite a file if there is a file with the same name	Yes/No

Example

Copy or Move Document

Mon, 28 Oct 2024 19:36:17 +0000

Activity allows to copy/move document to a folder. Cross site copy/move is also supported. SharePoint Designer phrase

Parameters

Input parameters

Parameter

Description

Example

Method	Copy or Move	Copy(0), Move(1)
SourceUrl	The URL of the document to be copied/moved. You can use absolute URL as well as web site relative URL.	[%Current Item: Encoded Absolute URL%]/Source Documents/report.xlshttps://contoso/SiteUrl/LibraryName/FolderNa me/DocumentName.docx[%Workflow Context:Current Site URL%]/siteURL//Source Documents/report5.xls/Documents/report.xls
DestinationUrl	The URL where the source document will be copied/moved. You can use absolute URL as well as web site relative URL	https://contoso/SiteUrl/LibraryName/FolderNa me[%Workflow Context:Current Site URL%]/siteURL/Source Documents/Documents/
SiteURL	The URL of a SharePoint site. If the value field is empty, current site will beused.	[%Workflow Context:Current Site URL%]/ https://contoso/SiteUrl/
Overwrite	Overwrite a file if there is a file with the same name	Yes/No

Example

Create new task

Mon, 28 Oct 2024 19:36:10 +0000

This activity allows to create a SharePoint task and returns task id.

Note: Using this activity you can create child tasks for new element. For example, a user creates a Summary Task 1 and then the workflow would create Task 2 as a child of Summary Task 1, etc.

Parameters

Input parameters

Parameter	Description	Example
The following name	Title of task
Start date (optional)	Start date
Due date (optional)	Due date
Assigned to (optional)	SharePoint group id or name, user id or login name or email delimited by “,” or “;” who you want to assign the task to.
Parent task id (optional)	Integer id of parent task. The parent task string supports Parent Task ID or	12, [%Variable:ParentID%]

	path to parent task. Otherwise a summary task would be created in root.
The following bulk update (optional)	Bulk update string. Includes field name and field value lines.FieldName = FieldValue1 splitted by Enter key.	Description=Test Description Start Date=2010-12-10T12:30:00Published=1 Choice=My Choice #3 Lookup=12;#
Current list	List id (guid) or name where you want to create new task. Default value is current workflow context list.	http://mysharepoint/Lists/Tasks
Site URLs (optional)	The URLs of a SharePoint site where you want to create new task. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
User name (optional)	User login name who you want the workflow must be run under
User password (optional)	User password who you want the workflow must be run under

Example

Copy or Move List Item

Mon, 28 Oct 2024 19:36:03 +0000

This action copies list items.

Parameters

Parameter	Description	Example
Method	Copy or Move
Item ID	The ID of source item	5, [%Variable:ItemID%], Current Item:ID
This list (optional)	The list where the item is stored. The value could be list name, quid or list url (the web relative URL). If value field isempty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
This list (optional)	The destination list where the item will be copied\moved. The value could be list name, quid or list url (the web relative URL). If value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Source site URL (optional)	The URL of a source SharePoint site. If the value field is empty, current site	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;

	will be used.	[%Workflow Context:Current Site URL%]subSite
Destination site URL (optional)	The URL of a destination SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
User name (optional)	User login name who you want the workflow must be run under
User password (optional)	User password who you want the workflow must be run under

Copy or Move folder

Mon, 28 Oct 2024 19:35:58 +0000

This activity allows you to copy or move a folder (with or without subfolders) in a list or in a library (including the same list/library) on the specified site.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Direction	Type	Description
Method	Required	Drop down	Copy or move
Source list	Optional	String	The list which contains folder. The value can be list name, guid or list url(the web site relative URL). If the value is empty, current list will be used.
Source folder	Required	String	Source folder url relative to list url. Examples: Folder 001; Folder 001/Sub folder 001; Folder 001/Sub folder 001/Sub sub folder 001
Destination list	Optional	String	The destiantion list where item(s) will be copied/moved to. The value can be list name, guid or list url (the web site relative URL). If the value is empty, current list will be used.
Destinationfolder	Required	String	Destination folder url relative to list url. Examples: Folder 002; Folder 002/Subfolder 002; Folder 002/Sub folder 002/Sub sub folder 002
Source site url	Optional	String	Absolute url of a source SharePoint site. If the value field is empty, current site will be used. Example: https://mycompany.sharepoint.com/
Destination site url	Optional	String	Absolute url of a destination SharePoint site. If the value field is empty, current site will be used. Example: https://mycompany.sharepoint.com/sites/mysite
User name	Optional	String	User login name who you want the workflow must be run under.
User	Optional	String	User password who you want the workflow must be run under.

password
Copy subfolders	Required	Drop down	Copy/move all subfolders in specified folder.
Copy attachments	Required	Drop down	Copy items attachments for generic lists (including calendar, task, etc.)
Overwrite documents	Required	Drop down	Overwrite existing documents for document libraries.

Example

Add/Remove folder

Mon, 28 Oct 2024 19:35:52 +0000

This activity allows to delete or create folder in a list or in a library on specified site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Method	Add or Remove	Add(0), Remove(1)
List identifier	The URL of the library or of the list where the folder will be created/removed. The value could be list name, guid or list url (the web site relative URL. If the value field is empty, current list will beused.	Documents[%Workflow Context: List ID %]/Lists/Tasks
Site URL	The URL of a SharePoint site. If the value field is empty, current list will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]subSite
Folder Path	The path where the folder will be created/removed. The workflow action will create all folders included into the path. You can use absoluteURL, domain	http://contoso/sites/site/Lists/ListName/Folder1/SubFolder/sites/site/Lists/ListName/Folder1/SubFolder/Lists/ListName/Folder1/SubFolder/Folder1/SubFolder

relative URL, site relative URL, list relative URL

Example

Get field values from list

Mon, 28 Oct 2024 19:35:46 +0000

This activity extracts values from field from filtered list items at specified list and store result in dictionary.

Parameters

Input parameters

Parameter	Description	Example
Thefollowing field	Field name which values you want to get from the list.	Title, Task Status
All (optional)	List view name or ID, or CAML query for list items those you want to get field values from.	All items, <Query><Where> … </Query></Where>
Current list	List name or id(quid) those you want to get field values from. If empty, current workflow context list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Variable	After successful workflow execution contains field valuesfrom processed list items.

Example

Get list item url extended (using CAML query)

Mon, 28 Oct 2024 19:35:40 +0000

This activity returns Display Form or Edit Form for the first list item using CAML query.

Parameters

Input parameters

Parameter	Description	Example
Display Form	Output url format:Display Form – link on list item display formEdit Form – link on list item edit form
CAMLquery	CAML query for getting list item(s).	<Query><Where> … </Query></Where>
Current list (optional)	Title or id(quid) of list where you want to get list item url. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a SharePoint site where you want to get list itemurl. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Variable	List item URL

Example

Get list item url

Mon, 28 Oct 2024 19:35:33 +0000

This activity returns Display Form or Edit Form for selected list item.

Parameters

Input parameters

Parameter	Description	Example
Display Form	Output url format:Display Form – link on list item display formEdit Form – link on list item edit form
Currentitem (optional)	List item ID which url you want toget. If the value field is empty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list (optional)	Title or id(quid) of list where you want to get list item url. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
SiteURL (optional)	The URL of a SharePoint site where you want to get list item url. If the value field is empty,current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Variable	List item URL

Example

Get list items (CAML)

Mon, 28 Oct 2024 19:35:26 +0000

This activity allows getting list items using CAML Query from any site.

SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
Items	The dictionary that represents the items	Variable:Items
Item Count	The number of items in the dictionary	Variable:Count

Input parameters

Parameter	Description	Example
List identifier	List for querying. The value could be list name, list base template, guid (not supported with multiple sites) or list URL (The web site relative URL). ). If the value field is empty, current list will beused.	Documents[%Workflow Context: List ID %] 107/Lists/Tasks
Caml Query	CAML query that will be run	<View Scope='RecursiveAll'><Query><Where><Contains><FieldRef Name='FileLeafRef' /><Value Type='File'> .docx </Value></Contains>

		</Where><OrderBy><FieldRef Name='ID' /></OrderBy></Query><ViewFields><FieldRef Name='FileLeafRef' /><FieldRef Name='FileRef' /></ViewFields><RowLimit>10</RowLimit></View>
Folder Path	The web site relative URL of a list folder from which results will be returned	/Lists/ListName/Folder1/SubFolder
Site URLs	The URLs of a SharePoint sites (semicolon delimited). If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite

Example

Loop through list items and update field value

Mon, 28 Oct 2024 19:35:18 +0000

This activity allows looping through list items and updates items field value.

SharePoint Workflow Designer Phrase

Parameters

Input parameters

Parameter	Description	Example
Site URLs (optional)	The URLs of a SharePoint sites (semicolon delimited) where you want to update field value. If thevalue field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
Folder Path(optional)	The web site relative URL of a list folder from which results will bereturned	/Folder/Folder/Subfolder
Is impersona te	Ignore permissions of the user which initiated workflow. Execute activity under the Application Pool identity.	Yes/No
User name (optional)	User login name who you want the workflow must be run under	User name (optional)
User password (optional)	User password who you want the workflow must be run under	User password (optional)
List identifier	List for querying. The value could be list name, list base template, guid (not supported with multiple sites) or list URL (The web site relative URL). ). If the value field isempty, current list will be used.	Documents[%Workflow Context: List ID %] 107/Lists/Tasks
Caml Query	CAML query that will be run	<View Scope='RecursiveAll'><Query><Where>

		<Contains><FieldRef Name='FileLeafRef' /><Value Type='File'> .docx </Value></Contains></Where><OrderBy><FieldRef Name='ID' /></OrderBy></Query><ViewFields><FieldRef Name='FileLeafRef' /><FieldRef Name='FileRef' /></ViewFields><RowLimit>10</RowLimit></View>
Field Name	Display field name	Status
Field value	New field value	NEW_VALUE

Example

Loop through list items and update list items

Mon, 28 Oct 2024 19:35:11 +0000

This activity allows looping through list items and updating multiple list item fields.

Parameters

Input parameters

Parameter	Description	Example
All (optional)	List view id (or name) or caml query (<View><Query><Where> …</Where> </Query></View>) for getting list item(s).	<View><Query><Where><Contains><FieldRef Name='Title' /><Value Type='Text'>test</Value></Contains></W

		here></Query></View>
Current list (optional)	List id (guid) or name where you want to get list item url. Default value is current workflow context list.	[%Workflow Context: List ID%]
Bulk update	Bulk update for list item. FieldName = FieldValue splitted by Enter key. Use<%FieldName%> in the right part of equation to reference list item value for the field.	Description=Test Description Start Date=2010-12-10T12:30:00Published=1 Choice=My Choice #3 Lookup=12;#
Site URLs (optional)	The URLs of a SharePoint site where you want to update list item. If the value field is empty, current site will beused.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]subSite
User name (optional)	User login name who you want the workflow must be run under
User password (optional)	User password who you wantthe workflow must be run under

Example

Get field value from list item

Mon, 28 Oct 2024 19:35:04 +0000

This activity extracts values from field from list items at specified list and store result in Variable.

Parameters

Input parameters

Parameter	Description	Example
The following field	Field name which value you want to get.	Title, Due Date, Task Status
Current list item	List item ID which field value	[%Current item: ID%]

(optional)	you want to get. Default value is current workflow context list item ID.
Current list (optional)	List ID (guid) or name where you want to get list item field value. . Default value iscurrent workflow context list.	[%Workflow Context: List ID%]
Site URL(optional)	The URLs of a SharePoint sites (semicolon delimited). If the value field is empty,current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current SiteURL%]subSite

Example

Get parent folder URL

Mon, 28 Oct 2024 19:34:57 +0000

This activity returns the server relative URL of the parent folder of an item.

Parameters

Parameter	Description	Example
Current list item (optional)	List item ID which parentfolder server relative URL you want to get. Default	[%Current item: ID%]

	value is current workflow context list item ID.
Current list (optional)	List ID (guid) or name where you want to get parent folder server relative URL of list item. Default value is current workflowcontext list.	[%Workflow Context: List ID%]
Site URL(optional)	The URLs of a SharePoint site where you want to get parent folder server relative URL of list item. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
Variable	Contains folder server relative URL of list item.

Example

Get parent folder name

Mon, 28 Oct 2024 19:34:48 +0000

This activity returns name of the parent folder of an item.

Parameters

Parameter	Description	Example
Current list item (optional)	List item ID which parent folder name you want to get. Default value is currentworkflow context list item ID.	[%Current item: ID%]

Current list (optional)	List ID (guid) or name where you want to get parent folder name of list item. Default value is current workflow context list.	[%Workflow Context: List ID%]
Site URL(optional)	The URLs of a SharePoint site where you want to get parent folder name of list item. If the value field is empty, current site will beused.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
Variable	Contains folder name of list item. If item is located in root list folder empty string is returned.

Example

Rename document

Mon, 28 Oct 2024 19:34:40 +0000

This activity finds the document by ID of list item and sets a new document name and title.

Note: The activity doesn’t modify file extension or content type.

Parameters

Input parameters

Parameter	Description	Example
Current item id (optional)	List item id where you want to rename document. Default value is current workflow context list item id.	[%Current item: ID%]

Current list (optional)	List id (guid) or name where you want to rename document. Default value is current workflow context list.	[%Workflow Context: List ID%]
New document name	New document name.
Site URLs (optional)	The URLs of a SharePoint site where you want to rename document. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
User name (optional)	User login name who you want the workflow must be run under
User password (optional)	User password who you want the workflow must be run under

Example

Set field value (extended)

Mon, 28 Oct 2024 19:34:35 +0000

This activity finds the list item by id and updates value of specified field.

Parameters

Input parameters

Parameter	Description	Example
The following value	Field value which value you want to assign to the field.	New value
The following field	Field name or ID which value you want to update.	Title
Current list item (optional)	List item ID which you want to get. Default value is current workflow context list item ID.	[%Current item: ID%]
Current list	List ID (guid) or name where you want to set list item field value. Default	[%Workflow Context: List ID%]

	value is current workflow context list.
Site URLs (optional)	The URLs of a SharePoint site where you want to set list item field value. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]subSite
User name (optional)	User login name who you want the workflow must be run under
User password (optional)	User password who you want the workflow must be run under

Example

Publish list item

Mon, 28 Oct 2024 19:34:28 +0000

This activity finds the document by ID and submits the file for content approval with the specified comment.

Parameters

Input parameters

Parameter	Description	Example
Current list item id (optional)	List item id where you want to publish list item. Default value is current workflow context list item id.	[%Current item: ID%]
Current list (optional)	List id (guid) or name where you wantto publish list item. Default value is current workflow context list.	[%Workflow Context: List ID%]


The following comment	Publishing comment. Required for publishing.
Site URLs (optional)	The URLs of a SharePoint site where you want to publish list item. If the value field is empty, current site willbe used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current SiteURL%]subSite
User name (optional)	User login name who you want the workflow must be run under
User password (optional)	User password who you want the workflow must be run under

Example

Send email with attachments

Mon, 28 Oct 2024 19:34:11 +0000

This activity allows sending html formatted email/emails with multiple attachments via Smtp server. Multiple attachments are supported. Both http and https requests are supported.

SharePoint Workflow Designer Phrase

Send email to these users, blind carbon copy to this address, display this address as sender and include this attachments.

The SMTP server parameters are required. If you want to use Office 365 SMTP server type the following SMTP server name: smtp.office365.com, SMTP server port: 587 (https://support.office.com/en-us/article/POP-and-IMAP- settings-for-Outlook-Office-365-for-business-7fc677eb-2491-4cbc-8153-8e7113525f6c)

Activating Activities Kit for SharePoint Online

Mon, 28 Oct 2024 19:33:32 +0000

In order to begin using the add-in

Download Workflows for Office 365 by Virto from the product page Link
Add it in the app catalog on your site in "Apps for SharePoint".

You will find the app catalog library by navigating to your Office 365 admin center, selecting "SharePoint" under the "Admin" section, then the "apps" navigation link left and then App Catalog under the listed links.

Depending on your O365 subscription plan you will need to navigate to your app catalog directly using the web address: https://[your_domain_name].sharepoint.com/sites/AppCatalog/.

Password Format

Sun, 27 Oct 2024 20:06:26 +0000

Administrator can define the format of password which will be required when password resetting. By default new password must contain letters, digits and specific signs. In case you need to change these settings, go to web part settings (“Edit Web Part”) and roll down to “Password properties” block. Check the required boxes:

Include letters to password;
Include digits to password;
Include specific signs to password.

When all the required boxes are checked, click “OK” or “Apply” to save the settings.

Email Request

Sun, 27 Oct 2024 19:40:55 +0000

If the web part offers you to enter email address, the email sending is selected for password reset. In this case two possible options can work:

The web part allows entering any email. Password will be sent to this email after the check.
The web part allows entering only the email defined for user in Active Directory. If the email address is incorrect, the password will not be sent.

Fill out the required fields and click “Submit”.

Security Question

Sun, 27 Oct 2024 19:40:46 +0000

If the web part offers you to answer some security questions, type the answer in the corresponding field and click “Submit”.

If the entered information is correct, the password will be displayed.

Email Request

Sun, 27 Oct 2024 19:40:31 +0000

In case “Use e-mail address” option is selected, the password will be sent by email according to the system settings.

If you check the box “To send confirming message by e-mail”, user will receive email with link to follow before password is reset. If you uncheck this box, the password will be displayed on the page immediately and sent by email with no additional links to follow.

Then define administrative options: enter domain name, user principal name and password. This data is applied for user who will have rights for password reset (web part administrator).

Security Questions

Sun, 27 Oct 2024 19:40:25 +0000

In case security questions are selected, user who tries to reset the password will have to answer some questions. And if the web part identifies this user’s answers as correct ones, the password will be changed online.

If you want to use this option for password reset, select “Use security questions”.

Then define administrative options: enter domain name, user principal name and password. This data is applied for user who will have rights for password reset (web part administrator).

Form Based Authentication

Sun, 27 Oct 2024 19:40:19 +0000

To use form based authentication (password is defined specially for logging to SharePoint site), select it in the “Password Rest Configuration” block.

Form based authentication allows only one type of password reset – “Using email address”. This means that password will be sent by email according to the system settings. Security question option will be disabled.

Check the box “To send confirming message by e-mail”, and user will receive email with link to follow before password is reset. If you uncheck this box, the password will be sent by email immediately with no additional links to follow.

Active Directory Authentication

Sun, 27 Oct 2024 19:40:12 +0000

Check the box “Show password to user” if you want to show password on the site page when user resets it.

If you define page public url, external users will be able to reset password and receive a new one with using this publiс url.

Active Directory authentication enables users to enter the same login and password to logon to the SharePoint site as for logging to Windows system. In this case automatic SharePoint authentication can be adjusted.

Adding the Web Part to a Page

Sun, 27 Oct 2024 19:39:54 +0000

Go to SharePoint site where you want to add the web part and open “Site Actions - Edit page”.

You will switch to edit mode. Click “Add a Web Part”.

Select Virto Password Reset and Recovery Web Part for SharePoint at the bottom of the list and click “Add”. Once you have clicked “Add” button, use “Exit edit mode” button.

Using Security Questions for Password Resetting

Sun, 27 Oct 2024 19:39:34 +0000

Situation:

User forgets the password. How to reset the password with an answer to a security question? How this answer is defined?

Solution:

User defines an answer to a security question when he fills out a special field. Information from this field will be verified and if the answer is correct, password will be reset.

How to implement:

Two web parts are installed on a SharePoint site – Virto Active Directory Self User Service and Virto Password Reset and Recovery Web Part.

Resetting Password from a Site with Anonymous Access

Sun, 27 Oct 2024 19:39:26 +0000

Situation:

SharePoint site uses Windows Authentication and users’ profiles are stored in Active Directory.

A user tries to logon to SharePoint site of his company but he has forgotten the password. He needs to change his password and enter the site.

Solution:

This user cannot logon to SharePoint site. But he can navigate to SharePoint WSS site with anonymous access (created by SharePoint administrator before) and use Virto SharePoint Password Reset and Recovery web part installed on it. As a result user receives his password for access to SharePoint site.

Uninstalling Virto SharePoint Password Reset and Recovery web part

Sun, 27 Oct 2024 19:39:09 +0000

To uninstall the Web Part:

Double click the Setup.exe extracted from downloaded

Virto.SharePoint.20XX.PasswordResetWebPart.zip file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Upgrading Virto SharePoint Password Reset and Recovery web part

Sun, 27 Oct 2024 19:38:59 +0000

If you already use Virto SharePoint Password Reset and Recovery web part and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto SharePoint Password Reset and Recovery section.

Note: it is highly recommended to exit License Manager before upgrading. If you need to use License Manager, run it after upgrading.

On the step 3 check the box “Upgrade” and click “Next”.

License Activation

Sun, 27 Oct 2024 19:38:50 +0000

To see full instruction for successful activation of your component, please read our blog.

Error “Sorry apps are turned off”: What to Do

Sun, 27 Oct 2024 19:38:43 +0000

If you are trying to install the web part on SharePoint 2019 server and got below error while Adding it to your site:

Sorry, apps are turned off. If you know who runs the server, tell them to enable apps. Possible Reasons and Solutions

Reason	Solution
Apps are not enabled in your farm	Make sure your have Apps enabled in your SharePoint 2019farm.
Subscription service is not setup	The first and most probably problem would be the subscription service is not configured in your farm. Pleaseconfigure it.
App management service is not associated with your web application	Make sure App Management Service Application is associated with your web application where you want to add the SPFx web part.
App Url is not configured	If you have not configured the App Urls. please ensure you have given values to App Domain and App Prefix in your AppStore settings.

If after ensuring above solutions, you still have the same error, please register a ticket to let our technicians analyze the problem.

SPFx Web Part Installation

Sun, 27 Oct 2024 19:38:37 +0000

To start using Virto Password Reset web part on modern sites/pages of SharePoint 2019 please do the steps as follows.

To install Virto Password Reset web part run Setup.exe file as administrator under the farm administrator account.
Create App Catalog in your SharePoint if necessary: https://docs.microsoft.com/en- us/sharepoint/administration/manage-the-app-catalog.

The "spfx.sppkg" file will be automatically uploaded to "Apps for SharePoint". Now you can add Virto Password Reset on the modern pages/sites.

Note! Please do not use administrator account to install and activate SPFx web part.

Installing Virto SharePoint Password Reset and Recovery Web Part for SharePoint

Sun, 27 Oct 2024 19:38:29 +0000

Before you begin, you need to make sure you have access to the server and your account has the appropriate administrative privileges to install applications.

The Virto SharePoint Password Reset and Recovery setup program provides links to the various installation components for the Password Reset.

To access the Virto SharePoint Password Reset and Recovery Setup program download Virto.SharePoint.20XX.PasswordResetWebPart.zip file and unzip it. Open Virto.SharePoint.20XX.PasswordResetWebPart folder and run extracted Setup.exe file.

The setup wizard window will appear.

Virto SharePoint Password Reset and Recovery setup wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Expected Outage

Sun, 27 Oct 2024 19:38:16 +0000

The expected outage time is from 2 minutes to several hours depending on your hardware and number of SharePoint sites. Though we recommend all Virto users to upgrade on a weekend.

Browser

Sun, 27 Oct 2024 19:38:02 +0000

Microsoft Internet Explorer 7 or higher.

Server

Sun, 27 Oct 2024 19:37:57 +0000

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

SharePoint Release 2010:

Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;
Microsoft .NET Framework 3.5;

SharePoint Release 3:

Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007;
Microsoft .NET Framework 3.5;

Note: This product is not compatible with SPS 2003 and WSS v2.

Operating System

Sun, 27 Oct 2024 19:37:51 +0000

Microsoft Windows Server 2003, 2008, 2012

Features

Sun, 27 Oct 2024 19:37:36 +0000

Self-Service Password Reset
Users can reset forgotten or expired passwords without needing to contact the administrator.

Security Question Verification
Before resetting a password, users can answer security questions (set by the admin) for verification.

Email or On-Site Password Reset
Reset passwords either directly on the site or through email, depending on security settings.

Anonymous Access Option
Enable password reset on a WSS SharePoint site with anonymous access for users unable to log in.

Form-Based Authentication
Built-in form-based authentication for secure password reset.

Uninstalling Virto SharePoint Password Expiration

Sun, 27 Oct 2024 19:22:05 +0000

To uninstall the Web Part:

Double click the Setup.exe extracted from downloaded

Virto.SharePoint.20XX.PasswordExpiration.zip file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Upgrading Virto SharePoint Password Expiration

Sun, 27 Oct 2024 19:21:59 +0000

If you already use Virto SharePoint Password Expiration and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto Password Expiration section.

Note: it is highly recommended to exit License Manager before upgrading. If you need to use License Manager, run it after upgrading.

On the step 3 check the box “Upgrade” and click “Next”.

License Activation

Sun, 27 Oct 2024 19:21:54 +0000

To see full instruction for successful activation of your component, please download “Virto License Manager” PDF instruction from Downloads section of our site or read it in Wiki.

Error “Sorry apps are turned off”: What to Do

Sun, 27 Oct 2024 19:21:47 +0000

If you are trying to install the web part on SharePoint 2019 server and got below error while Adding it to your site:

Sorry, apps are turned off. If you know who runs the server, tell them to enable apps.

Possible Reasons and Solutions

Reason	Solution
Apps are not enabled in your farm	Make sure your have Apps enabled in your SharePoint 2019 farm.
Subscription service is not setup	The first and most probably problem would be the subscription service is not configured in your farm. Pleaseconfigure it.
App management service is not associated with your web application	Make sure App Management Service Application is associated with your web application where you want to addthe SPFx web part.
App Url is not configured	If you have not configured the App Urls. please ensure you have given values to App Domain and App Prefix in your App Store settings.

If after ensuring above solutions, you still have the same error, please register a ticket to let our technicians analyze the problem.

SPFx Web Part Installation

Sun, 27 Oct 2024 19:21:39 +0000

To start using Virto Password Expiration web part on modern sites/pages of SharePoint 2019 please do the steps as follows.

To install Virto Password Expiration web part run Setup.exe file as administrator under the farm administrator account.
Create App Catalog in your SharePoint if necessary: https://docs.microsoft.com/en- us/sharepoint/administration/manage-the-app-catalog.

The ".sppkg" file will be automatically uploaded to "Apps for SharePoint". Now you can add Virto Password Expiration on the modern pages/sites.

Note! Please do not use administrator account to install and activate SPFx web part.

Installing Virto SharePoint Password Expiration Web Part

Sun, 27 Oct 2024 19:21:33 +0000

Before you begin, you need to make sure you have access to the server and your account has the appropriate administrative privileges to install applications.

The Virto SharePoint Password Expiration setup program provides links to the various installation components for the Password Expiration.

To access the Virto SharePoint Password Expiration Setup program download Virto.SharePoint.20XX.PasswordExpiration.zip file and unzip it. Open Virto.SharePoint.20XX.PasswordExpiration folder and run extracted Setup.exe file.

The setup wizard window will appear.

Virto SharePoint Password Expiration setup wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Operating System

Sun, 27 Oct 2024 19:20:59 +0000

Microsoft Windows Server 2003, 2008, 2012

Features

Sun, 27 Oct 2024 19:20:31 +0000

Enhanced Security
Automatically reminds users to renew passwords, reducing lockout risks and adhering to security policies.

Easy Password Update
Provides timely reminders for password changes, eliminating the need for manual tracking.

Administrative Efficiency
Reduces IT support requests by automating expiration alerts and improving overall workflow.

Set Alert Timelines
Define when users should be notified before their password expires, with customizable timelines.

Customize Alert Messages
Personalize email or pop-up notifications using customizable templates.

Notify All Parties
Add both users and administrators to the notification list for complete awareness and proactive management.

Virto Password Change Usage

Sun, 27 Oct 2024 12:17:33 +0000

Fill out the fields displayed on the web part view page. Domain and account information can be edited or not according to the settings described in the previous section.

Type old password. Then type new password and retype it to confirm. Click “Change Password”.

If you need to enter another data to the fields, click “Reset”. The fields will be cleared. Now fill out the

fields in appropriate way and click “Change Password”.

Virto SharePoint Password Change Administration

Sun, 27 Oct 2024 12:17:26 +0000

Once you have added Virto SharePoint Active Directory User Service web part to the site page, you have to adjust it.

Use “Edit Web Part” in the upper right hand corner of the page. The Web Part settings will be displayed.

Choose account mode. According to this option the possibility of fields editing is defined.

If you select “Any user” mode, all the fields of the component will be available for editing.

Adding the Web Part to a Page

Sun, 27 Oct 2024 12:17:21 +0000

Go to SharePoint site where you want to add the web part and open “Edit page”. You will switch to edit mode. Click “Add a Web Part”.

Select Virto SharePoint Password Change web part at the bottom of the list and click “Add”.

Once you have clicked “Add” button, use “Exit edit mode” button.

Uninstalling Virto SharePoint Password Change

Sun, 27 Oct 2024 12:17:01 +0000

To uninstall the Web Part:

Double click the Setup.exe extracted from downloaded

Virto.SharePoint.20XX.PasswordChangeWebPart.zip file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Upgrading Virto Password Change

Sun, 27 Oct 2024 12:16:55 +0000

If you already use Virto SharePoint Password Change and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Password Change section.

Note: it is highly recommended to exit License Manager before upgrading. If you need to use License Manager, run it after upgrading.

On the step check the box “Upgrade” and click “Next”.

Note: if you had activated the license while installing the previous Virto SharePoint Password Change version, you do not need to activate it now.

License Activation

Sun, 27 Oct 2024 12:16:46 +0000

To see full instruction for successful activation of your component, please download “Virto License Manager” PDF instruction from Downloads section of our site or read it in Wiki.

Error “Sorry apps are turned off”: What to Do

Sun, 27 Oct 2024 12:16:41 +0000

If you are trying to install the web part on SharePoint 2019 server and got below error while Adding it to your site:

Sorry, apps are turned off. If you know who runs the server, tell them to enable apps. Possible Reasons and Solutions

Reason	Solution
Apps are not enabled in your farm	Make sure your have Apps enabled in your SharePoint 2019 farm.
Subscription service is not setup	The first and most probably problem would be the subscription service is not configured in your farm. Pleaseconfigure it.
App management service is not associated with your web application	Make sure App Management Service Application is associated with your web application where you want to add

	the SPFx web part.
App Url is not configured	If you have not configured the App Urls. please ensure youhave given values to App Domain and App Prefix in your App Store settings.

If after ensuring above solutions, you still have the same error, please register a ticket to let our technicians analyze the problem.

SPFx Web Part Installation

Sun, 27 Oct 2024 12:16:34 +0000

To start using Virto Password Changer web part on modern sites/pages of SharePoint 2019 please do the steps as follows.

To install Virto Password Changer web part run Setup.exe file as administrator under the farm administrator account.
Create App Catalog in your SharePoint if necessary: https://docs.microsoft.com/en- us/sharepoint/administration/manage-the-app-catalog .

The "spfx.sppkg" file will be automatically uploaded to "Apps for SharePoint". Now you can add Virto Password Changer on the modern pages/sites.

Note! Please do not use administrator account to install and activate SPFx web part.

Installing Virto SharePoint Password Change Web Part for SharePoint

Sun, 27 Oct 2024 12:16:28 +0000

Before you begin, you need to make sure you have access to the server and your account has the

appropriate administrative privileges to install applications.

The Virto SharePoint Password Change setup program provides links to the various installation components for the Password Change.

To access the Virto SharePoint Password Change Setup program download Virto.SharePoint.20XX.PasswordChangeWebPart.zip file and unzip it. Open Virto.PasswordChange.WebPart folder and run extracted Setup.exe file.

The setup wizard window will appear.

Virto SharePoint Password Change setup wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Expected Outage

Sun, 27 Oct 2024 12:16:20 +0000

The expected outage time is from 2 minutes to several hours depending on your hardware and number of SharePoint sites. Though we recommend all Virto users to upgrade on a weekend.

Operating System

Sun, 27 Oct 2024 12:15:58 +0000

Microsoft Windows Server 2003, 2008, 2012

Features

Sun, 27 Oct 2024 12:15:37 +0000

Self-Password Management
Enables AD and FBAP users to change their own passwords without requiring admin assistance.
Automatic User Categorization
Detects if the user is in Active Directory or another FBAP system to streamline the process.
Password Transfer to AD/FBAP
Changes passwords directly in the AD or FBAP databases.
Password Policy Display
Allows administrators to publish password requirements for users.
Error and Warning Messages
Alerts users if the old password is incorrect or if the new password doesn't meet security requirements.
Advanced User Permissions
Users with appropriate rights can change their own and other users’ passwords.

This web part simplifies password management, improves security, and reduces the burden on system administrators.

SharePoint Reminders Usage

Sun, 27 Oct 2024 11:06:25 +0000

Virto Alerts and Reminders web part allows you to use email and sms reminders that are sent to remind about upcoming events or approaching deadlines.

Whenever you schedule a reminder, each user assigned to this reminder will receive email or sms with notification, which can include the fields that need his attention.

Click “Add Reminder” to create a new reminder.

Select a list with event(s) that you will be notified about. Type the title of the new reminder.

Alerts managing

Sun, 27 Oct 2024 11:06:17 +0000

When the list of alerts subscriptions is too large to find a required item, you can use search filter by title or list name

You can enable/disable created alerts and reminders: tick the box opposite alert or reminder and click

“Enable” or “Disable” button.

The current status of an alert or reminder is displayed on the left side. If the status mark is highlighted green, this alert/reminder is enabled.

Options

Sun, 27 Oct 2024 11:06:11 +0000

You can create your own custom schedule to send SharePoint Alerts, that means you can define conditions for sending and a period when alerts should be delivered. For instance, you can receive an alert if someone changes an item only within working hours (8 AM to 5 PM). You can also define days of week to send alerts.

There you can also define an External host path.

External host path allows users to replace the host part of the site link, item link, and item URL, that can be inserted in e-mail alert messages. This feature is usually used to provide SharePoint users logged in from external local domain with a public host path to the SharePoint web server. For example, if you enter http://wssportal.yourcompany.com/, outside users will receive alerts with links on item but site links in their e-mail alerts will be changed from http://YourInternalServerName/ to http://wssportal.yourcompany.com/... and will be available for those outside of the network.

Field values change tracking

Sun, 27 Oct 2024 11:06:05 +0000

You can add to message some list field, which values will be sent in the created alert.

Click on the “Add field value” button in email body and choose required values for tracking in the created alert.

In the following example, we will track “Title” field changes.

Choose “Old” or “New” value type for tracking and select a list field for created alert.

Add some text, and the email body will look like follows:

Tags in links

Sun, 27 Oct 2024 11:05:58 +0000

Virto Alerts & Reminders Web part supports adding clickable elements to the message.

First, go to the SharePoint site page where you have added the Alerts web part and click “Add Alert“.

The “New alert” form appears. Adjust the alert as you usually do. Then find the “Message View” block next. This is where we’re going to add tags.

Now click the “Insert hyperlink” icon.

If previous versions allowed only the paste of hyperlinks to the message body, now you can see the enhanced functionality of hyperlinks with tags.

Message options

Sun, 27 Oct 2024 11:05:52 +0000

You may include links, pictures, or tables into the alert e-mail.

You can create tables in your alert and define the value of table border and columns width. Choose the count of columns and rows in your table.

Then define values for columns width and border in pixels.

Now, you have a table in your alert message. You can add or delete columns and rows with additional buttons.

Message Template Settings

Sun, 27 Oct 2024 11:05:44 +0000

Switch to the Message View tab.

There you can see default alert tags in message body, which you can change as well as any other information in a message.

Default tags are already displayed on message body. You can delete them and add your tags by clicking on tag icon.

Click “+” next to Header or Footer to open and customize these sections.

The “Body” section allows you to define a message view for recipients. The result of template adjustment may look this way:

Recipients Settings

Sun, 27 Oct 2024 11:05:37 +0000

Switch to Recipients tab. Here you can add a list of recipients who will receive this alert. By default, a user can send alerts to himself only (to “Me”).

Your must have an administrator permission or be a member of a group listed in web part’s settings to send alerts to other users.

Note: pay attention to the fields “From” and “ReplyTo”. The default address is

support@virtoway.com. Please change the default address to your company address.

If you have the administrator’s permission, there are several options of recipients’ selection.

Clickatell SMS Gateway

Sun, 27 Oct 2024 11:05:18 +0000

Tick the “Clickatell SMS Gateway” box in the settings. Enter the API ID, name on behalf of which the

alerts will be sent, and enter user credentials (user on behalf of which the alert will be sent).

You have to register on www.clickatell.com and register the HTTP product. Go to the HTTP API page and click on the grey button 'Register for Free' in the upper right corner of the page. Fill in your registration credentials on the registration form and click "submit". The 3 parts of information that you need to send in SMS are your "username", your "password", and your API_ID. Your API_ID gets issued immediately upon confirmation of registration.

SMS Adjustment

Sun, 27 Oct 2024 11:05:10 +0000

If you select SMS, you have to fill out the following fields:

SMS Server Host - enter SMS server host (for example, smsserver.com);

SMS Server Port – enter SMS server port (2000 on the sample picture);

From Contact Number – enter the phone number which will be displayed as a number from which the SMS was sent.

Address Range is defined by SMS provider.

System ID and System Password – information of user registered by provider.

SMTP

Sun, 27 Oct 2024 11:05:04 +0000

You can adjust SMTP server which will be used to send alerts and notifications. In order to do this, uncheck the box “Use standard SharePoint outgoing settings”.

Then fill in the following fields:

SMTP server - enter SMTP server (for example, smtp.google.com);

Port – enter SMTP server port. 25 is default (for Google, for example, 587);

Use SSL checkbox – check it if you need to use SSL (required for Google);

From Email – enter address on behalf of which SMTP server will send email messages. Most servers check this address, and it is required to create an account on the mail server and send messages on behalf of it.

Uninstalling Virto SharePoint Alerts

Sun, 27 Oct 2024 11:04:35 +0000

To uninstall the component:

Double click the Setup.exe extracted from downloaded

Virto.SharePoint.20XX.AlertsAndReminders.zip file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Upgrading Virto SharePoint Alerts

Sun, 27 Oct 2024 11:04:28 +0000

If you already use Virto SharePoint Alerts web part and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe.

On the step 3 check the box “Upgrade” and click “Next”.

Note: if you had activated the license while installing the previous Virto SharePoint Alerts version, you do not need to activate it again.

License Activation

Sun, 27 Oct 2024 11:04:23 +0000

To see full instruction for successful activation of your component, please read our blog.

Error “Sorry apps are turned off”: What to Do

Sun, 27 Oct 2024 11:04:18 +0000

If you are trying to install the web part on SharePoint 2019 server and got below error while Adding it to your site:

Sorry, apps are turned off. If you know who runs the server, tell them to enable apps. Possible Reasons and Solutions

Reason	Solution
Apps are not enabled in your farm	Make sure your have Apps enabled in your SharePoint 2019 farm.
Subscription service is not setup	The first and most probably problem would be the subscription service is not configured in your farm. Pleaseconfigure it.
App management service is not associated with your web application	Make sure App Management Service Application is associated with your web application where you want to addthe SPFx web part.
App Url is not configured	If you have not configured the App Urls. please ensure you have given values to App Domain and App Prefix in your App Store settings.

If after ensuring above solutions, you still have the same error, please register a ticket to let our technicians analyze the problem.

SPFx Web Part Installation

Sun, 27 Oct 2024 11:04:10 +0000

To start using Virto Alerts and Reminders web part on modern sites/pages of SharePoint 2019 please do the steps as follows.

To install Virto Alerts and Reminders web part run Setup.exe file as administrator under the farm administrator account.
Create App Catalog in your SharePoint if necessary: https://docs.microsoft.com/en- us/sharepoint/administration/manage-the-app-catalog .

The .sppkg file will be automatically uploaded to "Apps for SharePoint". Now you can add Virto Alerts and Reminders on the modern pages/sites.

Note! Please do not use administrator account to install and activate SPFx web part.

Installing Virto SharePoint Alerts

Sun, 27 Oct 2024 11:04:03 +0000

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

To access Virto SharePoint Alerts Setup program download

Virto.SharePoint.20XX.AlertsAndReminders.zip file and unzip it. Run extracted Setup.exe file. The setup wizard window will appear.

Virto SharePoint Alerts wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Expected Outage

Sun, 27 Oct 2024 11:03:57 +0000

The expected outage time is from 2 minutes to several hours depending on your hardware and number of SharePoint sites. Though we recommend all Virto users to upgrade on a weekend.

System Requirements

Sun, 27 Oct 2024 11:03:04 +0000

Server

Software: Microsoft Office SharePoint Server 2013, Microsoft .NET Framework 4.5

Hardware and software requirements for SharePoint 2013: https://technet.microsoft.com/en- us/library/mt493254(v=office.16).aspx

Note: This product is not compatible with SPS 2010 and WSS v2.

Client

Browser: Microsoft Internet Explorer (9+), Mozilla Firefox, Opera, Google Chrome.

Save

Sun, 27 Oct 2024 10:02:27 +0000

Click “Save” to save settings and finish adjustment of a chosen form.

Then go back to the SharePoint page with chosen list. New form will appear in all designed item views of chosen list.

Reset

Sun, 27 Oct 2024 10:02:17 +0000

Reset button allows you to remove all controls from a current form view.

General settings

Sun, 27 Oct 2024 10:02:10 +0000

Checkbox “Hide ribbon” allows you to remove default SharePoint ribbon from a SharePoint site with designed form.

Checkbox “Show toolbar” to display default SharePoint managing settings above your form. Standard Edit form in SharePoint Forms for SharePoint 2013.

Edit form in SharePoint Forms for SharePoint 2013 with toolbar and hidden ribbon.

Css editor

Sun, 27 Oct 2024 10:02:00 +0000

Use Css editor to create your own css conditions and customize your SharePoint Form appearance. When you have finished editing your CSS, be sure to save changes.

Javascript editor

Sun, 27 Oct 2024 10:01:54 +0000

Use Javascript editor to type and run your javascript code inside this editor.

White space

Sun, 27 Oct 2024 10:01:23 +0000

Use this control to add empty space to your SharePoint Form. For example, if you need to divide some fields from others.

You are able to define white space size manually.

Form name

Sun, 27 Oct 2024 10:01:17 +0000

You can use this field to display form name or type any other header.

HTML

Sun, 27 Oct 2024 10:01:11 +0000

You can create in this field any interactive HTML-based controls.

Image

Sun, 27 Oct 2024 10:01:04 +0000

SharePoint Forms for SharePoint 2013 allows you to add images to your SharePoint form. You need to paste the image address in the “URL” field.

Also, can add custom CSS styles to images.

Text

Sun, 27 Oct 2024 10:00:58 +0000

Type your text and optionally change its style rich text formatting. You can add a link to your text as well.

Button

Sun, 27 Oct 2024 10:00:52 +0000

With this function you can execute a JavaScript event when a button is clicked.

The button appearance can be also customized with css styles.

Hyperlink

Sun, 27 Oct 2024 10:00:45 +0000

You are able to add links to your SharePoint Forms.

In hyperlink properties you can define following settings:

a link name in required format http://yoursite
Label text of hyperlink
Font size (optional). Choose text size from dropdown or with slider. Define font weight and style.
Font color

Accordions

Sun, 27 Oct 2024 10:00:39 +0000

An accordion can contain any other controls, excepting Tabs.

To add more accordions to existing form click “+ Add section”. Type new section name in the control properties. Remove the accordion section by clicking delete icon on the end of a chosen row. Delete all accordions by clicking on red “Remove” link.

Then save changes to display created accordions.

Tabs

Sun, 27 Oct 2024 10:00:30 +0000

You can create multiple tabs to optimize your SharePoint form view.

You can add more tabs by clicking “+ Add tab” button and type tab names in the control properties in the right corner. Remove the tab by clicking delete icon on the end of a chosen tab row. Delete all tabs by clicking on red “Remove” link.

Then save changes to display created tabs.

All tabs can contain any other controls, excepting Accordions.

Adding New Form

Sun, 27 Oct 2024 09:59:53 +0000

Go to a required list in your SharePoint and switch to “Library” or “List” tab. Click on Forms Designer icon on the ribbon. SharePoint Forms for SharePoint 2013 will be opened in the new window.

On Virto SharePoint Forms for SharePoint 2013 page use dropdown “Select form for edit” to create a new form.

3 form types are available:

Default edit form
Default new form
Default display form

For example, you can open edit form to start creating a new form for list items editing. Actually, you can use any other default form view to start working with Virto SharePoint Forms for SharePoint 2013.

Installing Virto SharePoint Forms for SharePoint 2013

Sun, 27 Oct 2024 09:58:59 +0000

Before you begin, you need to make sure you have access to the server and your account has the appropriate administrative privileges to install applications.

Virto SharePoint Forms for SharePoint 2013 setup program provides links to the various installation components for SharePoint Forms for SharePoint 2013.

To access SharePoint Forms for SharePoint 2013 Setup program download

Virto.SharePoint.FormsDesigner.X.X.zip file and unzip it. Open folder and run extracted Setup.exe file. The setup wizard window will appear.

SharePoint Forms Designer setup wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Features

Sun, 27 Oct 2024 09:58:39 +0000

Comprehensive Design Tools
Customize forms with rich text formatting, HTML, CSS, and JavaScript for complete control.

Responsive Forms
Design forms that look great on both desktop and mobile devices, ensuring an optimal user experience.

Various Form Views
Tailor forms for New, Edit, and Display views, adapting to different content types and workflows.

Efficient Form Creation
Use an intuitive builder to create forms quickly and apply custom styling for a unique design.

Dynamic Data Management
Set advanced permissions to control form access, meeting your organization's specific needs.

Conversion of Standard Lookup to Virto Lookup

Sun, 27 Oct 2024 09:38:51 +0000

Virto Lookup allows users to convert existing SharePoint lookups to Virto Lookups and use extended Virto features without creating new lookup.

Just click the link in “Convert” block and select an existing lookup.

Click “OK” to finish column adding.

Dependence can be applied to the following single value fields:

Single line of text
Choiсe (Drop-Down menu)
Lookup (Single value, Multi Value)
Virto Cross-Site Lookup Selector (Single value, Multi Value).

The same way you can add fields with “Cross-site Lookup Selector” type.

Field Dependence Options

Sun, 27 Oct 2024 09:38:45 +0000

You can define field dependence to set relation between the columns. Check the box “Field dependent options” and select:

List filter column (which column in this list triggers a change in the Display Column);
Current list trigger column (which column in the Source List determines the values to filter on).

Additional Columns

Sun, 27 Oct 2024 09:38:27 +0000

Virto Cross-Site Lookup allows users to add more columns to the lookup, that will be displayed only on list item view form. Select required from the list and click “Add” Added column will appear in the “Show other columns” block. Use “Up” and “Down” buttons to define the order of the columns.

In the following example, the lookup column “Title” has additional column “Start time” from the same lookup list. This column “Title:Start time” and its value are added automatically to the item when you define the field value from depending lookup field “Title”.

Multiple Values and Duplicate Values

Sun, 27 Oct 2024 09:38:20 +0000

Check the box “Allow multiple values” in case you need to enable multiple values in your lookup. Check the box “Remove duplicate items” if you need to exclude duplicated items from the lookup.

Basic Fields’ Parameters

Sun, 27 Oct 2024 09:38:12 +0000

Then fill out the following fields:

Description – description of the column.
Source site URL - site from the current site collection, which data will be taken from.
Source List – a source SharePoint list (“Country-City” list), which data will be taken from.
Display column – a column from the source list, that will be displayed in the lookup (for example, Country).

Installing Virto Cross Site Lookup

Sun, 27 Oct 2024 09:25:48 +0000

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

Virto SharePoint Cross Site Lookup setup program provides links to the various installation components for the calendar.

To access Virto SharePoint Cross Site Lookup Setup program download

Virto.SharePoint.20XX.CrossSiteLookupSelector.zip file and unzip it. Run extracted Setup.exe file. The setup wizard window will appear.

Virto Cross Site Lookup wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Browser

Sun, 27 Oct 2024 09:25:24 +0000

Microsoft Internet Explorer, Mozilla Firefox, Opera, Google Chrome.

Server

Sun, 27 Oct 2024 09:25:18 +0000

SharePoint Release 2016:

Microsoft SharePoint Server 2016;
Microsoft .NET Framework 4.5.2;

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

SharePoint Release 2010:

Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;
Microsoft .NET Framework 3.5;

SharePoint Release 3:

Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007;
Microsoft .NET Framework 3.5;

Note: This product is not compatible with SPS 2003 and WSS v2.

Operating System

Sun, 27 Oct 2024 09:25:12 +0000

Microsoft Windows Server 2003, 2008, 2012

Integration with Virto Create & Clone AD User

Sun, 27 Oct 2024 08:39:21 +0000

Virto SharePoint Active Directory User Service allows integration with Virto Create & Clone AD User. In

this case “Create new user” button is available on the AD User service web part page.

To adjust integration, go to “Edit web part” check the box “Show 'Create User' button” and enter page URL with Virto AD User Create & Clone web part.

Now just click “Create a new user” button and you will be redirected to Create & Clone page.

Changing AD Information

Sun, 27 Oct 2024 08:39:15 +0000

SharePoint Active Directory User Service allows users to change AD information of other users depending on security settings.

Note: users do not have to be authenticated in Active Directory for managing profiles. They will be able to manage other users’ AD profiles even in case they are added to the SharePoint group with such rights. See Who Updates Profiles section.

Virto SharePoint Active Directory User Service web part added to the SharePoint site page looks as list of users and search line grouped by organizational units.

Upgrading Virto SharePoint Active Directory User Service

Sun, 27 Oct 2024 08:37:17 +0000

If you already use Virto SharePoint Active Directory User Service web part and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto SharePoint Active Directory Service Web Part section.

Note: it is highly recommended to exit License Manager before upgrading. If you need to use License Manager, run it after upgrading.

On the step 3 you will check the box “Upgrade” and click “Next”.

Uninstalling Virto SharePoint Active Directory User Service Web Part

Sun, 27 Oct 2024 08:37:10 +0000

To uninstall the Web Part:

Double click the Setup.exe extracted from downloaded Virto.SharePoint.ADConfigFeature.zip

file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

License Activation

Sun, 27 Oct 2024 08:37:02 +0000

To see full instruction for successful activation of your component, please download “Virto License Manager” PDF instruction from Downloads section of our site or read it in Wiki.

Installing Virto SharePoint Active Directory User Service for SharePoint 2013

Sun, 27 Oct 2024 08:36:57 +0000

The installation is similar to the process described for SharePoint 2010.

Installing Virto Active Directory User Service for SharePoint 2010

Sun, 27 Oct 2024 08:36:51 +0000

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

Virto SharePoint Active Directory User Service for SharePoint 2010 setup program provides links to the various installation components.

To access Virto SharePoint Active Directory User Service for SharePoint 2010 Setup program download

Virto.SharePoint.2010.ADConfigFeature.zip file and unzip it. Run extracted Setup.exe file. The setup wizard window will appear.

Installing Virto Active Directory Service for SharePoint

Sun, 27 Oct 2024 08:36:43 +0000

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

The Virto SharePoint Active Directory User Service Setup program provides links to the various installation components for the Active Directory User Service.

Note: Virto Active Directory User Service package contains two web parts: Virto SharePoint Active Directory User Service Web Part and Virto SharePoint Active Directory Self User Service Web Part. After installation both web parts will be available for adding to SharePoint site page.

Expected Outage

Sun, 27 Oct 2024 08:36:39 +0000

The expected outage time is from 2 minutes to several hours depending on your hardware and number of SharePoint sites. Though we recommend all Virto users to upgrade on a weekend.

Browser

Sun, 27 Oct 2024 08:36:29 +0000

Microsoft Internet Explorer 7 or higher is required.

Server

Sun, 27 Oct 2024 08:36:25 +0000

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

SharePoint Release 2010:

Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;
Microsoft .NET Framework 3.5;

SharePoint Release 3:

Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007;
Microsoft .NET Framework 3.5;

Note: This product is not compatible with SPS 2003 and WSS v2.

Operating System

Sun, 27 Oct 2024 08:36:20 +0000

Microsoft Windows Server 2003, 2008, 2012

Fields Management

Sun, 27 Oct 2024 08:24:38 +0000

First of all administrator has to add all the required fields which will be used in fieldsets. Go to “Site Settings” and choose “Virto Active Directory Service Settings”

Note: fields and fieldsets used for AD User Service and AD Self Service are the same. In case you are going to use both web parts, you do not need to manage fields and fieldsets one more time, just select required fieldset.

If you decided to use default connection (see Virto SharePoint Active Directory User Service Web Part Settings section), fill out domain name, account name and password fields and click “Save”. These data will be used for connection to AD information.

Features

Sun, 27 Oct 2024 08:23:13 +0000

Self Service
Allows users to manage their own AD profiles, including updating mobile numbers, date of birth, and other personal details.

User Service
Enables designated users (like HR managers) to manage other users’ profiles, based on security settings defined by the SharePoint admin.

Granular Permissions
Admins can specify which data can be edited by different users, ensuring sensitive information is protected.

User List & Search
View all AD users in an alphabetized list with search functionality for quick access.

Cloning AD Users with Virto Web Part

Sat, 26 Oct 2024 21:32:53 +0000

Virto Create & Clone AD User web part allows cloning AD users. This means that when you create a new

user you can automatically define some fields that will be cloned from a certain user’s details.

Go to the web part added to your SharePoint site page.

Enter account (new user’s login), his future password and confirm it. These fields are required to enter even if you clone a user.

Security Group Settings

Sat, 26 Oct 2024 21:32:44 +0000

You can define groups that will be able for selection while new user creation. Go to “Security groups settings” and check the boxes opposite AD security groups you need to add. Click “OK” to save the settings.

Now you will be able to check groups new user will belong to.

Integration with Virto AD User Service

Sat, 26 Oct 2024 21:32:24 +0000

Virto Create & Clone AD User web part allows users to integrate data with Virto AD User Service and use fieldsets created in it.

Go to “Edit web part” and check the box “Edit user options after creating/cloning” and select fieldset from the dropdown. (Please see “Virto Active Directory user service Web Part – Installation and User Guide” to learn more about fieldsets).

Click “OK” to save the settings. Now when youг create a new account in the Virto Create & Clone AD User web part, you will be able to edit profile fields defined in the selected fieldset.

Active Directory and SharePoint User Group Settings

Sat, 26 Oct 2024 21:32:17 +0000

You can allow adding users to organizational units and SharePoint groups while creation.

Check the box “Allow user adding to selected active directory organizational units” if you want to allow adding created or cloned users to organizational units and select groups that will be available for selection.

Check the box “Allow user adding to selected SharePoint user groups” if you want to allow adding created or cloned users to SharePoint Groups and select groups that will be available for selection

User Cloning Settings

Sat, 26 Oct 2024 21:32:10 +0000

Hold “Ctrl” and select users that can be cloned with the web part.

Then define fields that will be allowed for cloning (separated with “Enter”).

New/Cloned User Options

Sat, 26 Oct 2024 21:32:03 +0000

Check the box “Enable user account” to make a user active when he is created. (New users are inactive by default and require administrator’s activation).

Check the box “Require password change on next logon” if you want to user to change his password

set while creating when he logon to SharePoint site.

Check the box “Password never expires” if you do not want users to change their password because of

Groups Allowed to Create and Clone AD Users

Sat, 26 Oct 2024 21:31:57 +0000

Check the boxes opposite groups of SharePoint users who will be able to create and clone AD users.

AD Connection Settings

Sat, 26 Oct 2024 21:31:51 +0000

Enter required domain name user name and password to connect to active directory.

Upgrading Virto Create & Clone AD User Web Part

Sat, 26 Oct 2024 21:31:36 +0000

If you already use Virto Create & Clone AD User Web Part and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto Create & Clone AD User Web Part section.

Note: it is highly recommended to exit License Manager before upgrading. If you need to use License Manager, run it after upgrading.

On the step 3 you will check the box “Upgrade” and click “Next”.

Uninstalling Virto Create & Clone AD User Web Part

Sat, 26 Oct 2024 21:31:28 +0000

To uninstall the Web Part:

Double click the Setup.exe extracted from downloaded

Virto.SharePoint.20XX.ADUserCreateClone.zip file.

The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

License Activation

Sat, 26 Oct 2024 21:31:20 +0000

To see full instruction for successful activation of your component, please download “Virto License Manager” PDF instruction from Downloads section of our site or read it in Wiki.

Installing Virto SharePoint Create & Clone AD User Web

Sat, 26 Oct 2024 21:31:13 +0000

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

To access the Virto Create & Clone AD User Web Part Setup program download Virto.SharePoint.20XX.ADUserCreateClone.zip file and unzip it. Open unzipped folder and run extracted Setup.exe file.

The setup wizard window will appear.

Virto SharePoint Create & Clone AD User Web Part setup wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

Expected Outage

Sat, 26 Oct 2024 21:31:06 +0000

The expected outage time is from 2 minutes to several hours depending on your hardware and number of SharePoint sites. Though we recommend all Virto users to upgrade on a weekend.

Browser

Sat, 26 Oct 2024 21:30:55 +0000

Microsoft Internet Explorer 7 or higher.

Server

Sat, 26 Oct 2024 21:30:50 +0000

SharePoint Release 2013:

Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;
Microsoft .NET Framework 4.5;

SharePoint Release 2010:

Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;
Microsoft .NET Framework 3.5;

SharePoint Release 3:

Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007;
Microsoft .NET Framework 3.5;

Note: This product is not compatible with SPS 2003 and WSS v2.

Operating System

Sat, 26 Oct 2024 21:30:44 +0000

Microsoft Windows Server 2003, 2008, 2012

Key Features

Sat, 26 Oct 2024 21:29:32 +0000

Simplified Interface
Easily create AD user accounts directly from SharePoint, saving time and simplifying management tasks.

User Account Cloning
Duplicate existing AD profiles, including specific data fields, for faster account setup.

Reduced IT Dependency
Empower SharePoint admins with direct control over user account management, minimizing IT involvement.

Quick Start
Create or clone user accounts quickly through a simple form within SharePoint.

Delegations and Customization
Delegate account creation to designated users and customize which data fields are cloned.

Update SharePoint site properties

Thu, 24 Oct 2024 18:53:35 +0000

This activity updates properties of a SharePoint site

SharePoint Workflow Designer Phrase

Update variable properties on current site.

Parameters

Input parameters

Parameter	Description	Example
Group properties variable	Dictionary variable which contains site properties	[%Variable:siteProperties%]
current site	Optional. Site where you want to updateproperties. If empty	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

current site url will beused.

Example

Update SharePoint group properties

Thu, 24 Oct 2024 18:53:28 +0000

This activity updates properties of a SharePoint group

SharePoint Workflow Designer Phrase

Update variable properties of the following group on current site.

Parameters

Input parameters

Parameter	Description	Example
Group propertiesvariable	Dictionary variable which contains groupproperties	[%Variable:groupProperties%]
Thefollowing group	Group name or IDwhich properties you want to update.	Home owners, 4, Home Viewers
current site	Optional. Site where you want to update group properties. If empty current site urlwill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

Example

Start site workflow

Thu, 24 Oct 2024 18:53:17 +0000

This activity starts site workflow on a chosen site.

SharePoint Workflow Designer Phrase

Start site workflow with the following name on current site.

Parameters

Input parameters

Parameter	Description	Example
The following name	Workflow name which you want tostart on site
current site	Optional. Site where you want tostart	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

workflow. If empty current site url will beused.

Example

Start list workflow

Thu, 24 Oct 2024 18:53:10 +0000

This activity starts list workflow on a chosen site.

SharePoint Workflow Designer Phrase

Start list workflow with the following name on current list on current list item on current site.

Parameters

Input parameters

Parameter	Description	Example
The following name	Workflow name which you want tostart on site	My custom workflow
current list	Optional. List name or id which you want to start workflow for. If empty current listwill be used.	Full list url Ex: http://mysharepoint/MyDocs/Shared%20Documents Ex: http://mysharepoint/Lists/List%20with%20Approve
current list item	Optional. List item or id which you want to start workflow for. If emptycurrent list	Full list item url Ex: http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf Ex: http://mysharepoint/Lists/List%20with%20Approve/1_.000 Ex: http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1 Ex:http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1

	item will beused.
current site	Optional. Site where you want to start workflow. If empty current site url will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

Example

Get site property as string

Thu, 24 Oct 2024 18:53:03 +0000

This activity represents requested site property as string.

SharePoint Workflow Designer Phrase

Get the following property of current site as atring and save it to Variable: sprop variable.

Parameters

Input parameters

Parameter	Description	Example
The followingproperty	Site property which youwant to get	MySiteProperty
current site	Optional. Site which property you want to get. Default value is current siteurl.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Variable: sprop	Result (set by this activity). After successful workflow execution contains requested site property.

Example

Delete SharePoint site collection

Thu, 24 Oct 2024 18:52:56 +0000

This activity completely deletes a top-level site and any subsites of that site on this web application.

SharePoint Workflow Designer Phrase

Delete SharePoint site collection at the the following url.

Parameters

Input parameters

Parameter	Description	Example
The followingurl	The URL of the sitecollection to be deleted.	https://contoso/SiteUrl;

Example

Delete SharePoint site

Thu, 24 Oct 2024 18:52:49 +0000

This activity deletes the SharePoint site by site url.

SharePoint Workflow Designer Phrase

Delete SharePoint site at the the following url.

Parameters

Input parameters

Parameter	Description	Example
The following url	The URL of the subsite to delete. Root site in sitecollection can`t be deleted.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Note: Use Delete SharePoint site collection activity to delete parent site.

Example

Delete SharePoint list or document library

Thu, 24 Oct 2024 18:52:41 +0000

This activity removes SharePoint list or document library from the current site.

SharePoint Workflow Designer Phrase

Delete the following list from current site.

Parameters

Input parameters

Parameter	Description	Example
The following list	Name or Id (guid) of the SharePoint list or document library	My list04a03950-8f99-4ebd-9437-67be388e514c
current site	Optional. The URL of the site collection where the list or document library is being deleted. Default value iscurrent site collection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Delete SharePoint group

Thu, 24 Oct 2024 18:52:33 +0000

This activity removes SharePoint group from the current site.

SharePoint Workflow Designer Phrase

Delete the following SharePoint group from current site.

Parameters

Input parameters

Parameter	Description	Example
The followinggroup	Name of the SharePointgroup
current site	Optional. The URL of the site collection where the group is being deleted.Default value is current site collection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Deactivate SharePoint feature

Thu, 24 Oct 2024 18:52:26 +0000

This activity deactivates a feature in the feature collection.

Note: You must first determine the scope of the feature. If the scope is Web-based or is a site collection scope, the url parameter is required. However, if the scope is farm-based, the url parameter is not required.

SharePoint Designer phrase

SharePoint Workflow Designer Phrase

Deactivate the following feature on current site. Force Yes

Parameters

Input parameters

Parameter	Description	Example
this feature	Feature Display name or Feature ID - GUID that identifies the featuredefinition to remove	Ex: Virto Alerts Customizer for SharePoint 04a03950-8f99-4ebd-9437-67be388e514c
current site	Optional. Complete site or web url. If url is empty, current url will be used. If feature’s scope is farm- based, the url parameter isnot required.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Force Yes	Specifies that an deactivation of the featurewill be forced	Yes No

Example

Create SharePoint site collection

Thu, 24 Oct 2024 18:52:18 +0000

This activity creates a new top-level Web site in the current web application.

Note: By defining managed paths, you can specify which paths in the URL namespace of a Web application are used for site collections. You can specify that one site collection or more than one site collection exists at a specified path. For example, an explicit path of hr indicates that the URL http://server/hr is a site collection, whereas a wildcard path of "sites" indicates that child URLs of http://server/sites/, such as server/sites/team, are site collections. To add a new URL Path go to the Define Managed Paths page (Central Administration > Application Management > Define Managed Paths).

Create SharePoint site

Thu, 24 Oct 2024 18:52:10 +0000

This activity creates a new SharePoint site or subsite at the specified URL.

SharePoint Workflow Designer Phrase

Create new site with the following name, the following url and the following template in current site. Use the following description, use unique permissions No, use top link bar No from the parent site, display this site on Quick Launch No and on the Top Link Bar No of the parent site. Locale 1033

Parameters

Input parameters

Parameter	Description	Example
The followingname	Name of the newSharePoint site	The title of the new site. The maximum length is 255characters.
The following url	The complete URL where the site should be created or relative url to the currentsite.	Example: if parent site is http://server01/MyDocs, a correct url for new sub site should be http://server01/MyDocs/MyChild or MyChild ifworkflow is running on http://server01/MyDocs site.
The following template	Specifies the type of template to be used by the newly created site.If you do not specify a template to use, the owner can choose a template when he or she first browses to the site.	The value may be be in the form:name#configuration. If you do not specify the configuration, (for example, STS) configuration 0 is the default (for example, STS#0).template title from Site Template Gallery (forexample, “Example template”)template file name from Site Template Gallery (for example, ExampleTemplate.stp).
Current site	Optional. The URL of a source SharePoint site. If the value field is empty,current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

The followingdescription	Optional. Description ofthe new site.	Your site description
Use unique permissions	Specifies whether the site has unique permissions instead of inheriting them from the parent. Defaultvalue is No.	Yes No
Use top link bar No from the parent site	Specify whether this site will have its own top link bar or use the one from its parent.	Yes No
display this site on Quick Launch No	Specify whether links to this site appear in the Quick Launch and the top link barof the parent site.	Yes No
display this site on the Top Link Bar No of the parent site	Specify whether links to this site appear in the Quick Launch and the top link bar of the parent site.
Locale	Locale ID of newly createdsite.	Default value is 1033 (English)

Example

Create SharePoint list or document library

Thu, 24 Oct 2024 18:52:03 +0000

This activity creates a new SharePoint list or document library using specified template.

SharePoint Workflow Designer Phrase

Create list with the following name and the following description using Generic list template on current site. Display on Quick Launch No. Save created list url in Variable: new list url variable.

Parameters

Input parameters

Parameter	Description	Example
The followingname	Name of the newSharePoint list	The title of the new list. The maximum length is 255characters.
The followingdescription	Optional. Description ofthe new list or library.	My custom list
Generic list	Predefined list of available templates. Default value is Generic list corresponds to Custom list in SharePoint.	Generic list, Document Library, Links, Survey, etc.
Current site	Optional. The URL of a source SharePoint site. If the value field is empty,current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Display on Quick Launch	Optional. Yes if the list appears on the Quick Launch area of thehomepage; otherwise, No.	Yes No
Variable: new list url	Set by this activity. The complete URL where the list should be created or empty value if create list inthe current site.	Example: http://server01

Example

Create SharePoint group

Thu, 24 Oct 2024 18:51:56 +0000

This activity adds a new SharePoint group to current site.

SharePoint Workflow Designer Phrase

Create SharePoint group with the following name, this description description at current site and make this user the owner, give the following permissions, only Group Members can view, only Group Owner can edit, add the following members.

Parameters

Input parameters

Parameter	Description	Example
The following group	Name of the new SharePoint group	My custom group, [%Variable:groupName%]
this description	Optional. Description ofthe new group.	My custom group with custom permissions
Current site	Optional. The URL of a source SharePoint site. If the value field is empty,current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
this user	Optional. Single User login or Group name. The owner can change anything about the group such as adding and removing members or deleting the group. Only one user or group can be the owner. If user is empty, the user who created the Web site will be used.	“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.
the following permission	Optional. Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator togrant several permission.	Approve, Read, View Only.
Group Members	Specify who has permission to see the list of group members: Group Member(default) or Everyone.	“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.
Group Owner	Specify who has permission to edit the list of group members: Group Owner(default) or Group Members	“user@domain”, “domain\user”. It allows multiple values separated by a semicolon.
the following members	Optional. The members of the group. Use ‘,’ or ‘;’ separator to identifymultiple users.	“DOMAIN\User_Alias; DOMAIN\User_Alias2”

Example

Activate SharePoint feature

Thu, 24 Oct 2024 18:51:49 +0000

This activity activates a feature in the feature collection.

SharePoint Designer phrase

SharePoint Workflow Designer Phrase

Activate the following feature on current site. Force Yes

Parameters

Input parameters

Parameter	Description	Example
this feature	Feature Display name or Feature ID - GUID that identifies the featuredefinition to add	Ex: Virto Alerts Customizer for SharePoint or 04a03950-8f99-4ebd-9437-67be388e514c
current site	Optional. Complete site or web url. If url is empty, current url will be used. If feature’s scope is farm- based, the url parameter isnot required.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Force Yes	Specifies that an activationof the feature will be forced	YesNo

Example

Remove user from SharePoint group

Thu, 24 Oct 2024 18:51:17 +0000

This activity allows removing member from a SharePoint group. SharePoint Designer phrase

If the user or secure group doesn’t exist, this method does nothing.

Parameters

Input parameters

Parameter	Description	Example
The following user(s)	User login name, e-mail.Allowed multiple users or groups separated ';'.	“mycompany\john; john@gmail.com”
this group	Name or ID of theSharePoint group.	Home owners, 4, Home Viewers
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Remove permissions from site

Thu, 24 Oct 2024 18:51:10 +0000

This activity removes permission assignment from site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator to grant several permission.Example:	Approve, Read, View Only.
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User(s)/group(s)	User login, e-mail, groupname, group ID	“user@domain”, “domain\user”. It allows multiplevalues separated by a semicolon.

Example

Remove permissions from list

Thu, 24 Oct 2024 18:51:03 +0000

This activity removes permission assignment from list. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator to grant several permission.Example:	Approve, Read, View Only.
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User(s)/group(s)	User login, e-mail, groupname, group ID	“user@domain”, “domain\user”. It allows multiplevalues separated by a semicolon.

Example

Remove permissions from list item

Thu, 24 Oct 2024 18:50:56 +0000

This activity removes permission assignment from list item. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator to grant several permission.Example:	Approve, Read, View Only.
Current item	Item ID. If the value field isempty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User(s)/group(s)	User login, e-mail, groupname, group ID	“user@domain”, “domain\user”. It allows multiplevalues separated by a semicolon.

Example

Remove all site permissions

Thu, 24 Oct 2024 18:50:47 +0000

This activity deletes all roles assigned to users on site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Remove all list permissions

Thu, 24 Oct 2024 18:50:37 +0000

This activity removes all permission assignment from list, breaking list permission inheritance if necessary.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Remove all list item permissions

Thu, 24 Oct 2024 18:50:31 +0000

This activity removes all permission assignment from list item, breaking list permission inheritance if necessary.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current item	Item ID. If the value field isempty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Grant Permission on site

Thu, 24 Oct 2024 18:50:22 +0000

The Grant Permission on Site activity enables you to assign specific permissions to users or groups on a SharePoint site. You can choose to override existing permissions or append new ones. The available permission levels include:

Full Control
Design
Contribute
Read

SharePoint Designer phrase

"Grant [Permission Level] permission on [Site URL] to [User(s)/Group(s)]. Override current permissions: [Yes/No]."

Parameters

Input parameters

Parameter	Description	Example
The following	A string representing the permission level(s) to assign. Multiple permissions can be specified using ',' or ';' as separators.	Approve, Read, View Only.
Current site	The URL of the target SharePoint site. If left empty, the current site is used.	Examples: `https://contoso/SiteUrl` `[%Workflow Context:Current Site URL%]/subSite`
User(s)/group(s)	The login name, email, group name, or group ID of the user(s) or group(s) to grant permissions to. Multiple entries can be separated by a semicolon.	Examples: User: `user@domain.com` Domain\User: `domain\user`
Variable	Specifies whether to override existing permissions: No: Adds the new permission to existing permissions. Yes: Removes all old permissions and applies the new one.

Example

Grant Permission on list

Thu, 24 Oct 2024 18:50:16 +0000

The Grant Permission on List activity allows you to assign specific permissions to users or groups on a SharePoint list. You can choose to override existing permissions or append new ones. The available permission levels include:

Full Control
Design
Contribute
Read

SharePoint Designer Phrase:

"Grant [Permission Level] permission on [Current List] to [User(s)/Group(s)]. Override current unique permissions [Yes/No] "

Parameters

Input parameters

Parameter	Description	Example
The following	A string representing the permission level(s) to assign. Multiple permissions can be specified using ',' or ';' as separators.	"Approve, Read, View Only".
Current list	The title or URL of the target list. If left empty, the current list is used.	Examples: Title: `Tasks` URL: `[%Workflow Context:List Name%]/Lists/Tasks`
Current site	The URL of the SharePoint site containing the list. If left empty, the current site is used.	Examples: `https://contoso/SiteUrl` `[%Workflow Context:Current Site URL%]/subSite`
User(s)/group(s)	The login name, email, group name, or group ID of the user(s) or group(s) to grant permissions to. Multiple entries can be separated by a semicolon.	Examples: User: `user@domain.com` Domain\User: `domain\user`
Variable	Specifies whether to override existing permissions: No: Adds the new permission to existing permissions. Yes: Removes all old permissions and applies the new one.

Example

Grant Permission on list item

Thu, 24 Oct 2024 18:50:07 +0000

This activity grants permission on the list item. You can override or append user grant permissions. Value of permission field by default can be one of the following values:

Full Control Design Contribute Read

SharePoint Designer phrase

The activity supports multi permission assignment. Use ‘,’ or ‘;’ separator to grant several permission.

Example: "Approve, Read, View Only".

Parameters

Input parameters

Parameter	Description	Example
The following	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’ separator to grant several permission.Example:	Approve, Read, View Only.
Current item	Item ID. If the value field is empty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
User(s)/group(s)	User login, e-mail, groupname, group ID	“user@domain”, “domain\user”. It allows multiplevalues separated by a semicolon.
Variable	Override current permissions	No – a new permission will be added to existed permissionsYes – a new permission will override (remove) all oldpermissions

Example

Get members of SharePoint group

Thu, 24 Oct 2024 18:50:01 +0000

This activity returns collection of SharePoint group members. Supports “Distinguished Name” or “Account Name” output format.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
This group	Name or ID of theSharePoint group.	Home owners, 4, Home Viewers
Current site	The URL of the site collection to which the user account is being added. Default value is current site collection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite
Variable	Result is Dynamic value	[{"Id": "27","LoginName": "i:0#.f\|membership\|john@contoso.microsoft.com","Email": "john@contoso.onmicrosoft.com"}, {"Id": "23","LoginName": "i:0#.f\|membership\| john @contoso.microsoft.com","Email": " john @contoso.microsoft.com"}]

Example

Check if user is a member of SharePoint group

Thu, 24 Oct 2024 18:49:54 +0000

This condition checks that user is member of specified SharePoint group. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following user(s)	User login name, e-mail.Allowed multiple users or groups separated ';'.	“mycompany\john; john@gmail.com”
This group	Name or id of theSharePoint group.	Home Owners, Home Viewers, 5
Current site	The URL of the site collection to which the user account is being added.Default value is current site url.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
Variable	Override current permissions	No – a new permission will be added to existed permissionsYes – a new permission will override (remove) all oldpermissions

Example

Add user to SharePoint group

Thu, 24 Oct 2024 18:49:47 +0000

This activity adds user to existing SharePoint group. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
The following user(s)	User login name, e-mail. Allowed multiple users orgroups separated ';'.	“mycompany\john; john@gmail.com”
This group	Name or ID of theSharePoint group.	Home owners, 4, Home Viewers
Current site	The URL of the site collection to which the user account is being added.Default value is current site collection.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Restore inhereting permissions on site

Thu, 24 Oct 2024 18:49:37 +0000

This activity restores inheriting permission from Parent for specified site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Restore inhereting permissions on list

Thu, 24 Oct 2024 18:49:25 +0000

This activity restores inheriting permission from Parent for specified list. SharePoint Designer phrase

Parameters

Input parameters

Parameter

Description

Example

Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Restore inhereting permissions on list item

Thu, 24 Oct 2024 18:49:16 +0000

This activity restores inheriting permission from Parent for specified list item. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current item	Item ID. If the value field isempty, current item ID will be used.	[%Variable:ItemID%], Current Item:ID
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Stop inhereting permissions on site

Thu, 24 Oct 2024 18:49:09 +0000

This activity stops inheriting permission from Parent for specified site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Stop inhereting permissions on list

Thu, 24 Oct 2024 18:49:02 +0000

This activity stops inheriting permission from Parent for specified list. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current list	Title or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current sitewill be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Stop inhereting permissions on list item

Thu, 24 Oct 2024 18:48:54 +0000

This activity stops inheriting permission from Parent for specified list item. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Current item	Item ID. If the value field is	[%Variable:ItemID%], Current Item:ID

	empty, current item ID willbe used.
Current list	Name or Url of chosen list. If the value field is empty, current list will be used.	Tasks[%Workflow Context:List Name%]/Lists/ Tasks
Current site	The URL of a source SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite

Example

Convert InfoPath to PDF

Thu, 24 Oct 2024 18:48:39 +0000

This activity allows user to Convert InfoPath to PDF and save to document library.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
SourceSiteURL	The URL of a source SharePoint site. If the value field is empty,current site will be used	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
SourceList	The list where the InfoPath form is. The value could be list name, GUID or list URL (the web site relative URL). If the value field is empty,current list will be used	Documents[%Workflow Context: List ID %]/Lists/ Documents
SourceItem	The URL of the InfoPath form to be converted. You can use absolute URL as well as web site relative URL. Or you canto specify the list item ID.	[%Variable:ItemID%][%Current Item: Encoded Absolute URL%]/Source Documents/report.xml https://contoso/LibraryName/DocumentName.xml
DestinationSiteURL	The URL of a destination SharePoint site. If the value field is empty,current site will be used	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]/subSite
DestinationList	The list where the PDF file will be created. The value could be list name, GUID or list URL (the web siterelative URL).	Documents[%Workflow Context: List ID %]/Lists/ Documents
ViewName	Specify the view name of InfoPath form that you want to convert	myView [%Variable:ViewName %]

Example

Installation and Usage

Send email with attachments

Thu, 24 Oct 2024 18:47:40 +0000

This activity allows sending html formatted email via Smtp server, specified in SharePoint settings. Attachments multiline text filed supports URL and local disc path.

SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
this users	Email message and destination email address
this address	Optional. Blind carboncopy	nbrook@virtoway.com
this address	Sender email address	support@virtosoftware.com
this attachments	Direct web links or local paths to attachments(semicolondelimited)	http://SPSite/ /Shared%20Documents/t1.txt; https://site/t1.jpg;

Example

Split String

Thu, 24 Oct 2024 18:47:27 +0000

This activity allows splitting string by specified substring to the string array. SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
SplitResult	The dictionary that representsa collection of substrings	Variable:splitResult

Input parameters

Parameter	Description	Example
Source String	Source string	test1;test2;test3;test4
Separate Symbols	Separator string	;,#;

Example

Waiting For Changes Fields

Thu, 24 Oct 2024 18:47:04 +0000

This activity intended to waiting for field changes in current item. Activity triggers after value changing in some field of the current item.

SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
Changes	The dictionary that represents the changesStructure of the changes dictionary:- (0)FieldBeforeValueAfterValue- (1)FieldBeforeValueAfterValue	Variable:changes

Input parameters

Parameter	Description	Example
Field Names	Comma separated list ofinternal field names to track	Status; Priority

Example

Get Attachments

Thu, 24 Oct 2024 18:46:58 +0000

Activity allows to get attachments from list item and save is as dictionary. SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
Attachments	The dictionary that representsthe attachments	Variable:attachments

Input parameters

Parameter	Description	Example
ItemID	The ID of the sourceitem.	Variable:ItemID
List identifier	The list where the item will be stored. The value could be list name, guid or list url (the web site relative URL. If the value field is empty, current list willbe used.	[%Workflow Context: List ID %]/Lists/Tasks Tasks
SiteURL	The URL of a SharePoint site. If the value field is empty, current site will beused.	[%Workflow Context:Current Site URL%]/ https://contoso/SiteUrl/

Example

Copy/Move Attachments

Thu, 24 Oct 2024 18:46:51 +0000

This activity allows to copy/move attachments from list item to other folder. Cross site copy is supported.

SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
URLs	Returns a list of copied files	Variable:fileURLs

Input parameters

Parameter	Description	Example
Method	Copy or Move	Copy(0), Move(1)
ItemID	The ID of the source item.	Variable:ItemID
List identifier	The list where the item	[%Workflow Context: List ID %]

	will be stored. The value could be list name, guid or list url (the web site relative URL). If the value field is empty, current listwill be used.	/Lists/Tasks Tasks
DestinationUrl	The URL where the source folder will be copied/moved. You can use absolute URL as well as web site relative URL	https://contoso/SiteUrl/LibraryName/FolderNa me[%Workflow Context:Current Site URL%]/siteURL/Source Documents/Documents/
SiteURL	The URL of a SharePoint site. If the value field is empty, current site will beused.	[%Workflow Context:Current Site URL%]/ https://contoso/SiteUrl/
Overwrite	Overwrite a file if thereis a file with the same name	Yes/No

Example

Copy/Move Folder

Thu, 24 Oct 2024 18:46:44 +0000

This activity allows to copy/move a folder in other folder. Cross site copy is supported. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Method	Copy or Move	Copy(0), Move(1)
SourceUrl	The URL of the folder to be copied/moved. You can use absolute URL as well as web site relative URL.	[%Current Item: Encoded Absolute URL%]/Source Documents/folderhttps://contoso/SiteUrl/LibraryName/FolderNa me[%Workflow Context:Current Site URL%]/siteURL//Source Documents//Documents/
DestinationUrl	The URL where the source folder will be copied/moved. You can use absolute URL as well as web site relative URL	https://contoso/SiteUrl/LibraryName/FolderNa me[%Workflow Context:Current Site URL%]/siteURL/Source Documents/Documents/
SiteURL	The URL of a	[%Workflow Context:Current Site URL%]/

	SharePoint site. If the value field is empty, current site will beused.	https://contoso/SiteUrl/
Overwrite	Overwrite a file if there is a file with the samename	Yes/No
OnlyContent	if it is yes, will be processed only the content of a folder will be processed	Yes/No

Example

Add/Remove folder

Thu, 24 Oct 2024 18:46:38 +0000

This activity allows to delete or create folder in a list or in a library on specified site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Method	Add or Remove	Add(0),Remove(1)
List identifier	The URL of the library or of the list where the folder will be created/removed. The value could be list name, guid or list url (the web site relative URL. If the value field is empty,current list will be used.	Documents[%Workflow Context: List ID %]/Lists/Tasks
Site URL	The URL of a SharePoint site. If the value field is empty, current list will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]subSite
Folder Path	The path where the folder will be created/removed. The workflow action will create all folders included into the path. You can use absolute URL, domain relative URL, site relative URL, listrelative URL	http://contoso/sites/site/Lists/ListName/Folder1/SubFolder/sites/site/Lists/ListName/Folder1/SubFolder/Lists/ListName/Folder1/SubFolder/Folder1/SubFolder

Example

Update List Item

Thu, 24 Oct 2024 18:46:31 +0000

This activity updates the list item on any site. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Item ID	ID of item for update If the value field is empty, current item ID will beused.	Variable:ItemID
List identifier	The list where the item will be updated. The value could be list name, guid or list URL (the web site relative URL). If the value field is empty, current listwill be used.	Documents[%Workflow Context: List ID %]/Lists/Tasks
FieldValues	Dictionary contains data for update. You can specify fields using Display Name, Internal Name or GUID.	[{ 'Title' : 'New Item' },{ 'FieldName' : 'FieldValue' }]
Site URL	The URL of a SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
TriggerEvent	Indicates that activity triggers an item updateevent	Yes

Example

Create List Item

Thu, 24 Oct 2024 18:46:25 +0000

This activity creates list item on any site. SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
itemID	ID of created item	Variable:ItemID

Input parameters

Parameter	Description	Example
List identifier	The list where the item will be created. The value could be list name, guid or list URL (the web site relative URL). If the value field is empty, current listwill be used.	Documents[%Workflow Context: List ID %]/Lists/Tasks
FieldValues	Dictionary contains field values for setting in created item. You can specify fields using Display Name, Internal Name or GUID.	[{ 'Title' : 'New Item' },{ 'FieldName' : 'FieldValue' }]


Folder Path	If you want to create new item in specific folder you can specify this parameter. It can be web site relative URL to folder	/Lists/ListName/Folder1/SubFolder
Site URL	The URL of a SharePoint site. If the value field is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite
TriggerEvent	Indicates that activitytriggers item create event	Yes

Example

Copy/Move Document

Thu, 24 Oct 2024 18:46:18 +0000

Activity allows to copy/move document to a folder. Cross site copy/move is also supported. SharePoint Designer phrase

Parameters

Input parameters

Parameter	Description	Example
Method	Copy or Move	Copy(0), Move(1)
SourceUrl	The URL of the document to be copied/moved. You can use absolute URL as well as web site relative URL.	[%Current Item: Encoded Absolute URL%]/Source Documents/report.xlshttps://contoso/SiteUrl/LibraryName/FolderNa me/DocumentName.docx[%Workflow Context:Current Site URL%]/siteURL//Source Documents/report5.xls/Documents/report.xls
DestinationUrl	The URL where the source document will be copied/moved. You can use absolute URL as well as web site relative URL	https://contoso/SiteUrl/LibraryName/FolderNa me[%Workflow Context:Current Site URL%]/siteURL/Source Documents/Documents/
SiteURL	The URL of a SharePoint site. If the value field is empty, current site will beused.	[%Workflow Context:Current Site URL%]/ https://contoso/SiteUrl/
Overwrite	Overwrite a file if there is a file with the same name	Yes/No

Example

Get List Items

Thu, 24 Oct 2024 18:46:12 +0000

This activity allows getting list items using Caml Query from any site. SharePoint Designer phrase

Parameters

Output parameters

Parameter	Description	Example
Items	The dictionary that representsthe items	Variable:Items
Item Count	The number of items in thedictionary	Variable:Count

Input parameters

Parameter	Description	Example
List identifier	List for querying. The value could be list name, list base template, guid (not supported with multiple sites) or list URL (The web site relative URL). ). If the value field is empty, current list will beused.	Documents[%Workflow Context: List ID %] 107/Lists/Tasks
Caml Query	CAML query that will be run	<View Scope='RecursiveAll'><Query><Where><Contains><FieldRef Name='FileLeafRef' /><Value Type='File'> .docx </Value></Contains></Where>

		<OrderBy><FieldRef Name='ID' /></OrderBy></Query><ViewFields><FieldRef Name='FileLeafRef' /><FieldRef Name='FileRef' /></ViewFields><RowLimit>10</RowLimit></View>
Folder Path	The web site relative URL of a list folder from whichresults will be returned	/Lists/ListName/Folder1/SubFolder
Site URLs	The URLs of a SharePoint sites (semicolon delimited). If the valuefield is empty, current site will be used.	https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;[%Workflow Context:Current Site URL%]subSite

Example

Folder exists at the following url

Thu, 24 Oct 2024 18:45:04 +0000

This condition checks that folder exists at the following url.

Folder URL Examples:

http://mysharepoint/Document%20Library/folder

Workflow is running (Free)

Thu, 24 Oct 2024 18:44:54 +0000

This condition determines whether workflow is running in the specified list item.

Parameters

Parameter	Description
this list item	SharePoint list item
this workflow	Name of workflow

User has permission level in list item (Free)

Thu, 24 Oct 2024 18:44:46 +0000

This condition finds list item by specified url and determines if the user has the specified permission level in the list item.

Parameters

Parameter	Description
specific person	User or group
this permission level	Value of permission field by default can be one of the following values: Full Control Design Contribute Read If any custom permission levels are defined, you can also specify those. For help on creating custom permission levels see http://technet2.microsoft.com/Office/en-us/library/c5dd8b7e-202d-4d33-8535- 5c03f88ea1ff1033.mspx?mfr=true The built-in permissions available in Windows SharePoint Services are supported Ex: OpenItems EditListItems http://msdn.microsoft.com/en- us/library/microsoft.sharepoint.spbasepermissions%28v=office.12%29.aspx
this list item url	Full list item url Ex: http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf Ex: http://mysharepoint/Lists/List%20with%20Approve/1_.000 Ex: http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1 Ex: http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1

User has permission level (Free)

Thu, 24 Oct 2024 18:44:38 +0000

This condition determines if the user has the specified permission level in current list item.

Parameters

Parameter	Description
specific person	User or group
this permission level	Value of permission field by default can be one of the following values: Full Control Design Contribute Read If any custom permission levels are defined, you can also specify those. For help on creating custom permission levels see http://technet2.microsoft.com/Office/en-us/library/c5dd8b7e-202d-4d33-8535- 5c03f88ea1ff1033.mspx?mfr=true The built-in permissions available in Windows SharePoint Services are supported Ex: OpenItems EditListItems http://msdn.microsoft.com/en- us/library/microsoft.sharepoint.spbasepermissions%28v=office.12%29.aspx

SharePoint group exists (Free)

Thu, 24 Oct 2024 18:44:27 +0000

This condition determines whether the specified sharepoint group exists.

Directory exists (Free)

Thu, 24 Oct 2024 18:44:19 +0000

This condition determines whether the specified directory exists.

File exists (Free)

Thu, 24 Oct 2024 18:44:12 +0000

This condition determines whether the specified file exists.

Array contains element (Free)

Thu, 24 Oct 2024 18:44:04 +0000

This condition determines whether an element is in the ArrayList.

The array and element variables should be added in the workflow. To select variable:

Click variable link
Click Display data binding button
Select “Workflow Data” data source
Select variable
Click OK button to commit

Member exists in Active Directory (Free)

Thu, 24 Oct 2024 18:43:56 +0000

This condition checks that current user or group is exists in AD.

Item exists in the list (Free)

Thu, 24 Oct 2024 18:43:46 +0000

This condition checks that list item is exists at specified url.

Url Examples: http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf http://mysharepoint/Lists/List%20with%20Approve/1_.000 http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1 http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1

Current Item exists in the list (Free)

Thu, 24 Oct 2024 18:43:38 +0000

This condition checks that current document is exists in the specified folder.

Url Examples:

Link to document library folder http://mysharepoint/MyDocs/Shared%20Documents

Item is checked out extended (Free)

Thu, 24 Oct 2024 18:43:29 +0000

This condition checks that specified document is checked out.

Url Examples:

Link to document library item http://mysharepoint/MyDocs/Shared%20Documents/OMS.pdf

Item is checked out (Free)

Thu, 24 Oct 2024 18:43:20 +0000

This condition checks that current document is checked out.

Is User a member of an Active Directory group (Free)

Thu, 24 Oct 2024 18:43:12 +0000

This condition checks that user is member of specified Active Directory group.

SharePoint Workflow Designer Phrase

If this user is a member of this group Active Directory group in this domain.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this group	Path to existing user group.Supported formats: - Full LDAP path “CN= group,OU=Test,DC=yourdomain,DC=local” - Simple path from root with domain “yourdomain\test\group” or “yourdomain/test/group” - Simple path from root without domain “test\group” or “test/group”,domain will be resolved automatically. Use Active Directory Explorer (http://technet.microsoft.com/en- us/sysinternals/bb963907.aspx) to get correct LDAP path.
this domain	Domain name.

Is User a member of a SharePoint group (Free)

Thu, 24 Oct 2024 18:43:04 +0000

This condition checks that user is member of specified SharePoint group.

Is Role assigned to User (Free)

Thu, 24 Oct 2024 18:42:55 +0000

This condition checks whether the user is assigned a specified role.

Crop image

Thu, 24 Oct 2024 18:42:28 +0000

This activity allows cropping image in SharePoint Document Library.

SharePoint Workflow Designer Phrase

Crop this image file url image using x-offer 0, y-offset 0, width 100, height 100.

Parameters

Parameter	Description
this image file url	URL for the image file. Ex: http://sharepoinportal/ Shared%20Documents/ProductImage.jpg
x-offset	horizontal coordinate of left edge of the cropping rectangle (zero represents theexisting left edge of the image)
y-offset	vertical coordinate of top edge of the cropping rectangle (zero represents theexisting top edge of the image)
width	width of the cropping rectangle, i.e., the resulting image
height	height of the cropping rectangle, i.e., the resulting image

Resize image by percentage

Thu, 24 Oct 2024 18:42:21 +0000

This activity allows resizing image in SharePoint Document Library.

Note: The activity overwrites the original image.

SharePoint Workflow Designer Phrase

Resize this image file url image by 50 percentage

Parameters

Parameter	Description
this image file url	URL for the image file. Ex: http://sharepoinportal/ Shared%20Documents/ProductImage.jpg
percentage	A new value in percentage

Resize image based on one side

Thu, 24 Oct 2024 18:42:14 +0000

This activity allows resizing image in SharePoint Document Library.

Note: The activity overwrites the original image.

SharePoint Workflow Designer Phrase

Resize this image file url image based on one side Width exactly = 100 pixels

Parameters

Parameter	Description
this image file url	URL for the image file. Ex: http://sharepoinportal/ Shared%20Documents/ProductImage.jpg
mode	- Width - Height - Long Side - Short Side
value	A new value in pixels

Resize Image

Thu, 24 Oct 2024 18:42:04 +0000

This activity allows resizing image in SharePoint Document Library.

Note: The activity overwrites the original image.

SharePoint Workflow Designer Phrase

Resize this image file url image using width 100 pixels, height 100 pixels, smart cropping Yes

Parameters

Parameter	Description
this image file url	URL for the image file. Ex: http://sharepoinportal/ Shared%20Documents/ProductImage.jpg
width	A new width in pixels
height	A new height in pixels
smart cropping	Crop image to keep aspect ratio

Import CSV file into SharePoint list

Thu, 24 Oct 2024 18:41:47 +0000

This activity allows importing records from CSV file into SharePoint list.

SharePoint Workflow Designer Phrase

Import CSV file this file url into SharePoint list this list url using default mapping . Delimiter: , Text

Qualified: “. Trigger create event: No.

Parameters

Parameter	Description
this file url	URL for the file containing the document to load. The URL can be either a local file or an HTTP URL (a Web address). Ex: c:\Task.csv Ex: http://externalsite.com/Task.csv Ex: http://sharepoinportal/ Shared%20Documents/CSVTest.csv
this list url	Full list url or folder url in the list Ex: http://mysharepoint/Lists/Tasks Ex: http://mysharepoint/Lists/Tasks/Folder
default mapping	Optional. Defines SharePoint field and CSV column pair. [SharePointFieldName1]=[CsvColumnName1]…[SharePointFieldNameN]=[CsvColumnNameN] If mapping is empty, the activity will try to copy each CSV column into SharePointfields. If SharePoint field doesn’t exist in the list, the activity will skip the column. Note: Use vti_titlte field to update title Use ModerationInformation.Status field to update content approval status for an item. Use ModerationInformation.Comment field to update comment that addresses why the item was approved or rejected. Note: Use [SharePointFieldName1]=DefaultValue:[DefaultValue] to set default value into SharePoint field.

	Example: Ex: copy Title CSV column to Title SharePoint field Title=Title Ex: copy Begin Date CSV column to Start Date SharePoint field Start Date=Begin Date Ex: set Status SharePoint field to In Progress Status=DefaultValue:In Progress Ex: set Start Date SharePoint field to 2010-12-10 12:30:00 Start Date=DefaultValue:2010-12-10T12:30:00 Ex: set Publushed SharePoint field to true Published=DefaultValue:1
Delimiter	The delimiter character separating each field: - ; - ∙ , - Tab - [Space]
Text Qualifier	The quotation character wrapping every field: - “ - ‘

Remove all default values from folder

Thu, 24 Oct 2024 18:41:31 +0000

This activity removes all of the default values set on the document library.

SharePoint Workflow Designer Phrase

Remove column defaults from this folder url

Parameters

Parameter	Description
this folder url	Full url to folder. Ex: http://mysharepoint/MyDocs/Shared%20Documents

Remove field default value from folder

Thu, 24 Oct 2024 18:41:23 +0000

This activity removes the default value set on the field indicated by field name parameter at the folder location.

SharePoint Workflow Designer Phrase

Remove column defaults from this column at this folder url

Parameters

Parameter	Description
this column	Name of the field for which to set the default. Field unique ID (Guid). Field index (int). Internal name of field.
this folder url	Full url to folder. Ex: http://mysharepoint/MyDocs/Shared%20Documents

Get field default value for folder

Thu, 24 Oct 2024 18:41:11 +0000

This activity gets a default value on a field to apply to documents added to the specified location.

SharePoint Workflow Designer Phrase

Get column defaults for this column at this folder url and store result in variable

Parameters

Parameter	Description
this column	Name of the field for which to set the default. Field unique ID (Guid). Field index (int). Internal name of field.
this folder url	Full url to folder. Ex: http://mysharepoint/MyDocs/Shared%20Documents

Set field default value for folder

Thu, 24 Oct 2024 18:40:59 +0000

This activity sets a default value on a field to apply to documents added to the specified location.

SharePoint Workflow Designer Phrase

Set column defaults this default value for this column at this folder url

Parameters

Parameter	Description
this default value	The default value
this column	Name of the field for which to set the default. Field unique ID (Guid). Field index (int). Internal name of field.
this folder url	Full url to folder. Ex: http://mysharepoint/MyDocs/Shared%20Documents

Get assignable value from taxonomy field

Thu, 24 Oct 2024 18:39:39 +0000

Returns the assignable value from a taxonomy field in this format: "WSSID;#VAL|GUID".

This is necessary because SharePoint workflows use different formats to get and set managed metadata field values. When retrieving a managed metadata field value, SharePoint returns the format “VAL|GUID.” When setting a value, the format "WSSID;#VAL|GUID" is required, where WSSID is the ID of the associated row in the hidden taxonomy list.

This activity supports managed metadata fields that accept multiple values.

Resolve term internal value from managed metadata

Thu, 24 Oct 2024 18:39:30 +0000

Resolves the internal values of a taxonomy field in this format: "WSSID;#VAL|GUID."

Note: This activity automatically creates a WssId for terms that are not yet referenced from the site.

Delete group from managed metadata

Thu, 24 Oct 2024 18:39:22 +0000

This activity removes a group from the managed metadata store.

SharePoint Workflow Designer Phrase

Delete this group from default term store at this site URL.

Parameters

Parameter

Description

this group

Name of the term group.

default term store

Optional. Name of the term store. If left empty, the first term store will be used.

this site URL

Optional. Site URL. If left empty, the current site will be used.

Create group in managed metadata

Thu, 24 Oct 2024 18:39:14 +0000

This activity creates a group in the managed metadata store.

Note: If the group doesn’t exist, the activity will create a new element; otherwise, it will be ignored.

SharePoint Workflow Designer Phrase

Create this group in default term store at this site URL. Set this group managers as group managers and this contributors as contributors.

Parameters

Parameter	Description
this group	Name of the term group.
default term store	Optional. Name of the term store. If left empty, the first term store will be used.
this site URL	Optional. Site URL. If left empty, the current site will be used.
this group managers	Optional. Enter user names, group names, or email addresses to grant group manager permissions. Separate multiple users with semicolons. These users will have contributor permissions and can also add users to the contributor role.
this contributors	Optional. Enter user names, group names, or email addresses. Separate them with semicolons. These users will have full permissions to edit terms and term set hierarchies within this group.

Remove term from managed metadata

Thu, 24 Oct 2024 18:39:06 +0000

This activity removes terms from the managed metadata store.

SharePoint Workflow Designer Phrase

Remove this term from this group in default term store at this site URL. Language: 1033

Parameters

Parameter	Description
this term	Path of term set and terms, separated by ‘\|’ or ‘;’ Example: “Week” – removes the term set “Week” Example: “Week\|Mon” – removes the term set “Week” and sub-term “Mon” Example: “Week\|Mon\|AM” – removes the term “AM” Note: A single name cannot exceed 255 characters and cannot contain any of the following illegal characters: ; " < > \| & tab
this group	Name of the term group.
default term store	Optional. Name of the term store. If left empty, the first term store will be used.
this site URL	Optional. Site URL. If left empty, the current site will be used.
1033	The language of the term name. Default: 1033 - English (United States). The following table lists the locales/languages with an assigned Locale ID (LCID).

Add term to managed metadata

Thu, 24 Oct 2024 18:38:57 +0000

This activity adds terms to the managed metadata store.

Note: If the group or term item doesn’t exist, the activity will create a new element; otherwise, it will continue.

SharePoint Workflow Designer Phrase

Add this term to this group in the default term store at this site URL. Language: 1033

Parameters

Parameter	Description
this term	Path of term set and terms, separated by ‘\|’ or ‘;’ Example: “Week” – creates the term set “Week” Example: “Week\|Mon” – creates the term set “Week” and sub-term “Mon” Example: “Week\|Mon\|AM” – creates the term set “Week,” sub-term “Mon,” and sub-term “AM” Note: A single name cannot exceed 255 characters and cannot contain any of the following illegal characters: ; " < > \| & tab
this group	Name of the term group
default term store	Optional. Name of the term store. If left empty, the first term store will be used.
this site URL	Optional. Site URL. If left empty, the current site will be used.
1033	The language that the new term name is in. Default: 1033 - English (United States). The following table lists the locales/languages with their assigned Locale ID (LCID).

Delete file

Thu, 24 Oct 2024 18:38:36 +0000

This activity deletes the specified file.

If the file to be deleted does not exist, no error is thrown.

SharePoint Workflow Designer Phrase

Delete the specified path file.

Parameters

Parameter	Description
the specified path	The name of the file to be deleted. Wildcard characters are not supported.

Delete directory

Thu, 24 Oct 2024 18:38:27 +0000

This activity deletes the specified directory and, if indicated, any subdirectories and files in the directory.

The path parameter is not case-sensitive.

If Remove subdirectories and files is set to Yes, the user must have write permission for the current directory as well as for all subdirectories.

The behavior of this method differs slightly when deleting a directory that contains a reparse point, such as a symbolic link or a mount point. If the reparse point is a directory, such as a mount point, it is unmounted, and the mount point is deleted. This method does not recurse through the reparse point. If the reparse point is a symbolic link to a file, the reparse point is deleted, not the target of the symbolic link.

Create directory

Thu, 24 Oct 2024 18:38:20 +0000

This activity creates all directories and subdirectories in the specified path.

Any directories specified in the path are created, unless they already exist or some part of the path is invalid. The path parameter specifies a directory path, not a file path. If the directory already exists, this method does nothing.

You can create a directory on a remote computer or on a share that you have write access to. UNC paths are supported; for example, you can specify the following for the path: \\2009\Archives\December.

Select event/odd array items

Thu, 24 Oct 2024 18:37:43 +0000

This activity allows selecting either even or odd items from the array and stores the result in a variable.

SharePoint Workflow Designer Phrase

Select Even items from the array variable and store them in variable.

Parameters

Parameter	Description
event	Selection pattern: Even or Odd.
array variable	Array list.
variable	The output variable to store the result.

Concat array

Thu, 24 Oct 2024 18:37:34 +0000

This activity concatenates two arrays.

SharePoint Workflow Designer Phrase

Concatenate first array variable and second array variable and store the result in variable.

Parameters

Parameter	Description
first array variable	Array list.
second array variable	Array list.
variable	The output variable to store the result.

Intersect array

Thu, 24 Oct 2024 18:37:27 +0000

This activity produces the intersection of two arrays.

SharePoint Workflow Designer Phrase

Produce the intersection of first array variable and second array variable and store result in variable.

Parameters

Parameter	Description
first array variable	Array list.
second array variable	Array list.
variable	The output variable to store the result.

Except array

Thu, 24 Oct 2024 18:37:20 +0000

This activity returns the elements in the first array that do not appear in the second array.

SharePoint Workflow Designer Phrase

Produce elements in first array variable that do not appear in second array variable and store result in variable.

Parameters

Parameter	Description
first array variable	Array list.
second array variable	Array list.
variable	The output variable to store the result.

Set array item

Thu, 24 Oct 2024 18:37:13 +0000

This activity sets the element at the specified index.

SharePoint Workflow Designer Phrase

Set element at 0 index in the array variable to item.

Parameters

Parameter	Description
index	The zero-based index of the element to set.

Get array item

Thu, 24 Oct 2024 18:37:05 +0000

This activity reads the element from the Array at the specified index and stores the result in a variable.

SharePoint Workflow Designer Phrase

Get element at 0 index in the array variable and store in result.

Parameters

Parameter	Description
index	The zero-based index of the element to get or set.

Get array items count

Thu, 24 Oct 2024 18:36:58 +0000

This activity returns the number of elements contained in the Array List.

SharePoint Workflow Designer Phrase

Get the number of elements in the array variable and store in result.

Index of array item

Thu, 24 Oct 2024 18:36:50 +0000

This activity returns the zero-based index of the first occurrence of a value in the Array List or in a portion of it.

SharePoint Workflow Designer Phrase

Find the index of item in the array variable and store in result.

Parameters

Parameter	Description
item	The object to locate in the Array List.

Remove duplicates from array

Thu, 24 Oct 2024 18:36:43 +0000

This activity removes duplicates from the Array List.

For example, if the array contains str1, str2, str3, str1 items, the output array would contain only str1, str2, and str3.

SharePoint Workflow Designer Phrase

Remove duplicates from the array variable.

Clear array

Thu, 24 Oct 2024 18:36:34 +0000

This activity removes all elements from the Array List.

SharePoint Workflow Designer Phrase

Remove all elements from the array variable.

Remove array item At

Thu, 24 Oct 2024 18:36:23 +0000

This activity removes the element at the specified index of the Array List.

SharePoint Workflow Designer Phrase

Remove the element at 0 index of the array variable.

Parameters

Parameter	Description
item	The object to remove from the Array List.
0 index	The zero-based index of the element to remove.

Remove array item

Thu, 24 Oct 2024 18:36:15 +0000

This activity removes the first occurrence of a specific object from the Array List.

SharePoint Workflow Designer Phrase

Remove item from the array variable.

Parameters

Parameter	Description
item	The object to remove from the Array List.
array variable	The Array List.

Insert array item

Thu, 24 Oct 2024 18:36:07 +0000

This activity inserts an element into the Array List at the specified index.

SharePoint Workflow Designer Phrase

Insert item into array variable at 0 index.

Parameters

Parameter	Description
item	The object to be added to the Array List.
array variable	The Array List.
0 index	The zero-based index at which the value should be inserted.

Add array item

Thu, 24 Oct 2024 18:35:59 +0000

This activity adds an object to the end of the Array List.

SharePoint Workflow Designer Phrase

Add item to the end of array variable.

Parameters

Parameter	Description
item	The object to be added to the end of the Array List.
array variable	The Array List.

Create array

Thu, 24 Oct 2024 18:35:51 +0000

This activity creates an Array List variable, loads initial items, and stores the result in an output variable.

SharePoint Workflow Designer Phrase

Create String array with initial items and store in variable.

Parameters

Parameter	Description
String	Type of Array. Options: String, DateTime, Number.
initial	Optional. Initial array items, separated by `;`. Example: string1;string2;string3 123;-25.5;0;12 2010-10-25 12:30; 2010-10-26 12:30; 2010-10-27 12:30

Execute SQL Script to Read Data

Thu, 24 Oct 2024 18:35:29 +0000

This activity executes SQL statements within SharePoint Designer workflows and returns the result back to the workflow.

Note: The default provider is MS SQL Server (System.Data.SqlClient). You can use other providers like ODBC, Oracle, etc.

This activity supports multiple batches separated by the GO command. GO is not a Transact-SQL statement; it is a command recognized by this activity. The activity interprets GO as a signal to send the current batch of Transact-SQL statements to an instance of SQL Server. The current batch of statements includes all statements entered since the last GO, or since the start of the session if it is the first GO. A Transact-SQL statement cannot occupy the same line as a GO command, though the line can contain comments.

Execute SQL Script

Thu, 24 Oct 2024 18:35:17 +0000

This activity executes SQL statements within SharePoint Designer workflows.

Note: The default provider is MS SQL Server (System.Data.SqlClient). You can use other providers like ODBC or Oracle.

The activity supports multiple batches separated by the GO command. GO is not a Transact-SQL statement; it is a command recognized by this activity. The activity interprets GO as a signal to send the current batch of Transact-SQL statements to an instance of SQL Server. The current batch of statements includes all statements entered since the last GO or since the start of the session if it is the first GO.

Calculate due date

Thu, 24 Oct 2024 18:34:50 +0000

This activity calculates a due date from a specified time.

This method does not change the original date value. Instead, it returns a new date whose value is the result of the calculation.

SharePoint Workflow Designer Phrase

Calculate due date from this time for 0 days, 0 hours, 10 minutes and store the result in due date time.

Parameters

Parameter	Description
this_time	DateTime variable
0 days, 0 hours, 10 minutes	The number of whole days, hours, and minutes to add for the due date calculation.

Get Date property

Thu, 24 Oct 2024 18:34:43 +0000

This activity retrieves various components from a date, including Year, Month, Day, Hour, Minute, Second, Ticks, Day of Week, Day of Year, and Week of Year, and stores them as numbers.

SharePoint Workflow Designer Phrase

Get Year component from this time and store in variable.

Parameters

Parameter	Description
Year	Year: Gets the year component of the date represented by this instance. Month: Gets the month component of the date represented by this instance. Day: Gets the day of the month represented by this instance. Hour: Gets the hour component of the date represented by this instance. Minute: Gets the minute component of the date represented by this instance. Second: Gets the second component of the date represented by this instance. Ticks: Gets the number of ticks that represent the date and time of this instance. Day of Week: Gets the day of the week represented by this instance (Sunday = 0 … Saturday = 6). Day of Year: Gets the day of the year represented by this instance (value between 1 and 366). Week of Year: Gets the week of the year represented by this instance (value between 1 and 52).
this time	DateTime variable

Converts Date to Text

Thu, 24 Oct 2024 18:34:34 +0000

This activity converts the value of the current DateTime object to its equivalent string representation using the specified format.

SharePoint Workflow Designer Phrase

Convert this time to text with this format and store the result in variable.

Parameters

Parameter	Description
this_time	DateTime variable
this format	A DateTime format string.

The following links describe the time format strings:

Converts Date from UTC to Local Time

Thu, 24 Oct 2024 18:34:25 +0000

This activity converts the value of the current DateTime variable from Coordinated Universal Time (UTC) to local time in a specified time zone.

You can specify a custom time zone to improve accuracy in the time conversion.

This method does not change the original date value. Instead, it returns a new date whose value is the result of the conversion.

SharePoint Workflow Designer Phrase

Convert utc time from UTC to the time zone in [Current Site] and store the result in utc_time.

Converts Date from Local Time to UTC

Thu, 24 Oct 2024 18:34:16 +0000

This activity converts the value of the current DateTime variable from local time in the specified time zone to Coordinated Universal Time (UTC).

You can specify a custom time zone to improve accuracy in the time conversion.

This method does not change the original date value. Instead, it returns a new date whose value is the result of the conversion.

SharePoint Workflow Designer Phrase

Convert local time from Local Time in [Current Site] time zone to UTC and store the result in utc_time.

Set Date constant

Thu, 24 Oct 2024 18:34:07 +0000

This activity sets a DateTime constant, such as Now, UTC Now, Today, Yesterday, Tomorrow, Beginning of this Week, End of this Week, etc., to a variable.

The activity stores the time constant in a variable, allowing you to use the correct time in other workflow actions. The table below shows all constants, descriptions, and sample results, assuming the current time is February 12, 2010, 16:20 (UTC+2:00).

Name	Description	Example
Now	The current date and time on this computer, expressed as local time.	12 February 2010 16:20
UtcNow	The current date and time on this computer, expressed as Coordinated Universal Time (UTC).	12 February 2010 14:20
Today	The current date.	12 February 2010 00:00
Yesterday	The previous day’s date.	13 February 2010 00:00
Tomorrow	The next day’s date.	14 February 2010 00:00
Begin of this Week	The beginning of the current week. Note: Sunday is the first day of the week.	7 February 2010 23:59
End of this Week	The end of the current week. Note: Saturday is the last day of the week.	13 February 2010 00:00
Begin of this Month	The beginning of the current month.	1 February 2010 00:00
End of this Month	The end of the current month.	28 February 2010 23:59
Begin of this Year	The beginning of the current year.	1 January 2010 00:00
End of this Year	The end of the current year.	31 December 2010 23:59

SharePoint Workflow Designer Phrase

Set DateTime constant Now to variable.

Execute custom code

Thu, 24 Oct 2024 18:33:53 +0000

This activity enables the execution of custom C# or VB.NET code from within SharePoint Designer Workflows.

You can use this activity to invoke custom C# or VB.NET code in SharePoint Designer without needing to create complex Visual Studio workflows. The activity follows a script-like approach, so there’s no need to define namespaces, classes, or method names.

Note: The code should include the using (imports) section and code lines without method (Sub procedure) declarations.

Send Fax with Attachments

Thu, 24 Oct 2024 18:33:37 +0000

This activity allows sending a fax with multiple attachments via Windows Fax Service.

The attachments field supports URLs and local disk paths in a multiline text format. Both HTTP and HTTPS requests are supported. The activity impersonates the SharePoint account when retrieving the file.

The activity uses Windows Fax Service, which must be installed and configured. It also uses the default sender attributes.

Fax Installation Guide:

Set up a modem.
Install the Windows Fax Service.
Create a fax printer.
Configure the fax client. Allow SharePoint accounts to send faxes.
Send a fax.

SharePoint Workflow Designer Phrase

Send this subject fax to this recipient name, this fax number, and include this attachments. Use Fax server this server.

Send Fax with HTTP attachment

Thu, 24 Oct 2024 18:33:29 +0000

This activity allows sending a fax with an attachment retrieved using a web request.

Both HTTP and HTTPS requests are supported. The activity impersonates the SharePoint account when retrieving the file. For example, you could execute a Reporting Services report and send it as an attachment from within a SharePoint Designer workflow. The request URL is fully customizable and can include workflow variables.

The activity uses Windows Fax Service, which must be installed and configured. It uses the default sender attributes.

Send Fax with List Item attachment

Thu, 24 Oct 2024 18:33:22 +0000

This activity allows sending a fax with list item attachments and document library content via Windows Fax Service.

The activity uses Windows Fax Service, which must be installed and configured. It uses the default sender attributes.

Fax Installation Guide:

Set up a modem.
Install the Windows Fax Service.
Create a fax printer.
Configure the fax client. Allow SharePoint accounts to send faxes.
Send a fax.

SharePoint Workflow Designer Phrase

Send this subject fax to this recipient name, this fax number, and include all files attached to this item. Use Fax server this server.

Copy SharePoint group

Thu, 24 Oct 2024 18:32:15 +0000

This activity creates a copy of the specified SharePoint group to another site.

SharePoint Workflow Designer Phrase

Copy group name SharePoint group from source site url in one site collection to destination site url in another site collection.

Parameters

Parameter	Description
group name	Name of the SharePoint group. Example: “Viewers”.
from source site URL in one site collection	The URL of the source subsite.
destination site URL in other site collection	The URL of the destination subsite.

Update site title and description

Thu, 24 Oct 2024 18:32:07 +0000

This activity updates the site title and description.

SharePoint Workflow Designer Phrase

Set this new title and this new description at this site URL

Parameters

Parameter	Description
this new title	The new title of the site.
this new description	Description of the site.
this site url	The URL of the subsite you want to update.

Create Navigation heading

Thu, 24 Oct 2024 18:31:59 +0000

This activity creates a new navigation heading in Quick Launch.

SharePoint Workflow Designer Phrase

Create navigation heading web address with description at current site URL

Parameters

Parameter	Description
web address	URL that points to the content.
description	Optional. Display name for the navigation node.
current site URL	Optional. The URL of the site where the navigation item is being created. Default is the current site.

Create Navigation link

Thu, 24 Oct 2024 18:31:50 +0000

This activity creates a new navigation link in either the Top Link Bar or Quick Launch.

SharePoint Workflow Designer Phrase

Create navigation link web address with description in this heading in Quick Launch at current site URL

Parameters

Parameter

Description

web address

URL that points to content.

description

Optional. Display name for the navigation node.

this heading

Optional. Name of the parent heading for Quick Launch navigation. Examples: Site, Pictures, etc.

Quick Launch

Select the navigation type:
- Quick Launch - Create a new link in Quick Launch navigation.
- Top Link Bar - Create a new link in Top Link Bar navigation.

current site URL

Optional. The URL of the site where the navigation item is being created. Default is the current site.

Create SharePoint list

Thu, 24 Oct 2024 18:31:42 +0000

This activity creates a new SharePoint list or document library using the specified template.

SharePoint Workflow Designer Phrase

Create a new list titled this title at parent site URL, using this template, with description this description, display on Quick Launch Yes, and store list URL in variable.

Parameters

Parameter	Description
this title	The title of the new list. The maximum length is 255 characters.
parent site url	Optional. The complete URL where the list should be created, or leave empty to create the list in the current site. Example: `http://server01`
this template	Specifies the name of the list template to be used for the new list.
this description	Optional. Description of the new list.
display on QuickLaunch	Yes if the list should appear on the Quick Launch area of the homepage; otherwise, No.

Enumerates all list templates with PowerShell

Set default permission group

Thu, 24 Oct 2024 18:31:33 +0000

This activity allows setting default permission groups (Visitors, Members, Owners) for a SharePoint site.

SharePoint Workflow Designer Phrase

Set this group name as Visitor permission group for site URL

Parameters

Parameter	Description
this group name	Name of the SharePoint group.
Visitor	- Visitors - Default visitor group of the website. - Members - Default group for users with contribute permissions. - Owners - Default owner group of the website.
site URL	Optional. The URL of the site collection where the permission group is being modified. Default is the current site collection.

Get current web property

Thu, 24 Oct 2024 18:31:25 +0000

This activity reads a property of the current SharePoint site and stores the result in a variable.

SharePoint Workflow Designer Phrase

Lookup URL property for Current Site and store result in variable.

Parameters

Parameter	Description
URL	Name of the SPSite property. Default value is URL. Find more user properties here: Find more site properties here: Microsoft SharePoint SPSite Properties

Get current site property

Thu, 24 Oct 2024 18:31:15 +0000

This activity reads a property of the current SharePoint site and stores the result in a variable.

SharePoint Workflow Designer Phrase

Lookup URL property for Current Web and store result in variable.

Parameters

Parameter	Description
URL	Name of the SPSite property. Default value is URL. Find more site properties here: Microsoft SharePoint SPWeb Properties

Deactivate SharePoint feature

Thu, 24 Oct 2024 18:31:08 +0000

This activity deactivates a feature in the feature collection.

Note: You must first determine the scope of the feature. If the scope is web-based or site collection-based, the url parameter is required. However, if the scope is farm-based, the url parameter is not required.

SharePoint Workflow Designer Phrase

Deactivate this feature in feature collection at this URL. Force Yes

Parameters

Parameter

Description

this feature

Feature display name or Feature ID (GUID) that identifies the feature definition to remove.
Example: "Virto Alerts Customizer for SharePoint Web Part"
Example: "04a03950-8f99-4ebd-9437-67be388e514c"

this URL

Optional. Complete site or web URL. If URL is empty, the current URL will be used. If the feature’s scope is farm-based, the URL parameter is not required.

Force Yes

Specifies that deactivation of the feature will be forced.

Activate SharePoint feature

Thu, 24 Oct 2024 18:31:00 +0000

This activity activates a feature in the feature collection.

SharePoint Workflow Designer Phrase

Activate this feature in feature collection at this URL. Force Yes

Parameters

Parameter

Description

this feature

Feature display name or Feature ID (GUID) that identifies the feature definition to add.
Example: "Virto Alerts Customizer for SharePoint Web Part"
Example: "04a03950-8f99-4ebd-9437-67be388e514c"

this URL

Optional. Complete site or web URL. If URL is empty, the current URL will be used. If the feature’s scope is farm-based, the URL parameter is not required.

Force Yes

Specifies that activation of the feature will be forced.

Change page layout

Thu, 24 Oct 2024 18:30:51 +0000

This activity changes a page’s layout to a new one.

Note: For MOSS only.

You should specify the full URL of the page and the name of the new page layout. This activity loads the page from a site that supports publishing (PublishingWeb) and modifies its layout. Use the “Check Out Item Extended” and “Check In Item Extended” activities to check out and check in the page before making modifications.

Remove SharePoint group from Quick Launch

Thu, 24 Oct 2024 18:30:43 +0000

This activity removes a group from the Quick Launch on the People and Groups page.

SharePoint Workflow Designer Phrase

Remove user this user from this group SharePoint group in current site collection.

Parameters

Parameter	Description
this group	Name of the SharePoint group
current site collection	Optional. The URL of the website from which the user account is being removed. Default is the current site collection.

Add SharePoint group to Quick Launch

Thu, 24 Oct 2024 18:30:35 +0000

This activity adds a group to the Quick Launch on the People and Groups page.

SharePoint Workflow Designer Phrase

Add user this user to this group SharePoint group in current site collection.

Parameters

Parameter	Description
this group	Name of the SharePoint group.
current site collection	Optional. The URL of the site collection where the user account is being added. Default is the current site collection.

Set list anonymous access

Thu, 24 Oct 2024 18:30:27 +0000

This activity configures anonymous access to a list.

Note: To perform this action:

The administrator must have enabled anonymous access for the Web application.
Anonymous access must be enabled on the site. You can use the Set site anonymous access activity to enable anonymous access on a site.
The list or library must have unique permissions. You can use the Change list permissions inheritance activity to stop inheriting permissions.

Caution: Enabling anonymous access makes a web server inherently less secure because anonymous users and authenticated users who have not been granted access to your site could potentially change settings or content on your site or launch a denial of service attack against your server. Actions taken by anonymous users cannot be traced to an authenticated user account.

Set site anonymous access

Thu, 24 Oct 2024 18:30:17 +0000

This activity configures anonymous access to a website.

Note: To perform this action, an administrator must have enabled anonymous access for the web application.

Caution: Enabling anonymous access makes a web server inherently less secure, as anonymous users and authenticated users without granted access to your site can potentially change settings or content or launch a denial of service attack against your server. Their actions cannot be traced to an authenticated user account.

Delete user from SharePoint site collection

Thu, 24 Oct 2024 18:30:06 +0000

This activity removes a user from an existing SharePoint site.

SharePoint Workflow Designer Phrase

Delete user this user from SharePoint site collection.

Parameters

Parameter	Description
this user	User login name. Allows multiple users or groups separated by ';'. Example: “domain\user1; domain\user2”.

Remove all users from SharePoint group

Thu, 24 Oct 2024 18:29:59 +0000

This activity removes all users from an existing SharePoint group.

SharePoint Workflow Designer Phrase

Remove all users from this group SharePoint group in current site collection.

Parameters

Parameter	Description
this group	Name of the SharePoint group
current site collection	Optional. The URL of the site from which user accounts are being removed. Default is the current site collection.

Remove user from SharePoint group

Thu, 24 Oct 2024 18:29:52 +0000

This activity removes a user from an existing SharePoint group.

SharePoint Workflow Designer Phrase

Remove user this user from this group SharePoint group in current site collection.

Parameters

Parameter	Description
this user	User login name. Allows multiple users or groups separated by ';'. Example: “user1; domain\user2”.
this group	Name of the SharePoint group.
current site collection	Optional. The URL of the site from which the user account is being removed. Default is the current site collection.

Add user to SharePoint group

Thu, 24 Oct 2024 18:29:41 +0000

This activity adds a user to an existing SharePoint group.

SharePoint Workflow Designer Phrase

Add user this user to this group SharePoint group in current site collection.

Parameters

Parameter	Description
this user	User login name. Allows multiple users or groups separated by ';'. Example: “user1; domain\user2”.
this group	Name of the SharePoint group.
current site collection	Optional. The URL of the site collection to which the user account is being added. Default is the current site collection.

Rename SharePoint group

Thu, 24 Oct 2024 18:29:34 +0000

This activity renames a SharePoint group.

SharePoint Workflow Designer Phrase

Rename this group to this new group at site URL.

Parameters

Parameter	Description
this group	Current name of the SharePoint group.
this new group	New name of the SharePoint group.
site URL	Optional. The URL of the site collection where the group is being renamed. Default is the current site collection.

Delete SharePoint group

Thu, 24 Oct 2024 18:29:24 +0000

This activity removes a SharePoint group from the current site.

SharePoint Workflow Designer Phrase

Delete this group from current site collection.

Parameters

Parameter	Description
this group	Name of the SharePoint group
current site collection	Optional. The URL of the site collection where the group is being deleted. Default is the current site collection.

Create SharePoint group

Thu, 24 Oct 2024 18:29:17 +0000

This activity adds a new SharePoint group to the current site.

SharePoint Workflow Designer Phrase

Create this group and make this user the owner, assign this permission level, can view: Group Member, can edit: Group Owner, add members at site url.

Parameters

Parameter

Description

this group

Name of the new SharePoint group.

this user

Optional. Single user login or group name. The owner can manage the group, including adding and removing members or deleting the group. Only one user or group can be the owner. If left empty, the user who created the site will be used as the owner.

this permission level

Optional. The permission level for members of this SharePoint group on this site. Multiple permissions can be assigned, separated by ‘,’ or ‘;’. Example: "Approve, Read, View Only".

Group Member

Specify who has permission to view the list of group members: Group Member (default) or Everyone.

Group Owner

Specify who has permission to edit the list of group members: Group Owner (default) or Group Members.

Members

Optional. The members of the group. Use ‘,’ or ‘;’ to separate multiple users. Example: “DOMAIN\User_Alias; DOMAIN\User_Alias2”.

site URL

Optional. The URL of the site collection where the group is being created. Default is the current site collection.

Note: You can set the permission level only if the site does not inherit permissions from the site collection. Otherwise, you will receive the error: "This operation is not allowed on an object that inherits permissions."

Rename SharePoint site

Thu, 24 Oct 2024 18:29:09 +0000

This activity renames the SharePoint site by site URL.

SharePoint Workflow Designer Phrase

Rename this URL to this new name.

Parameters

Parameter	Description
this URL	The URL of the subsite you want to rename.
this new name	The new name of the site.

Delete SharePoint site

Thu, 24 Oct 2024 18:29:01 +0000

This activity deletes the SharePoint site by site URL.

Note: Use the "Delete SharePoint Site Collection" activity to delete a parent site.

SharePoint Workflow Designer Phrase

Delete this URL site.

Parameters

Parameter	Description
this URL	The URL of the subsite to delete.

Create SharePoint site

Thu, 24 Oct 2024 18:28:53 +0000

This activity creates a new SharePoint site as a subsite at the specified URL.

SharePoint Workflow Designer Phrase

Create a new site titled this title at this url, using this template, with description this description, use unique permissions: No, use the top link bar from the parent site: No, display this site on the Quick Launch: No, and in the Top Link: No of the parent site.

Parameters

Parameter	Description
this title	The title of the new site. The maximum length is 255 characters.
this URL	The complete URL where the site should be created, or a relative URL to the current site. Example: If the parent site is `http://server01/MyDocs`, a correct URL for the new subsite could be `http://server01/MyDocs/MyChild` or `MyChild` if the workflow is running on the `http://server01/MyDocs` site.
this template	Optional. Specifies the template type for the new site. If not specified, the site owner can choose a template upon first access. Acceptable formats include: - `name#configuration` (e.g., `STS#0`). If the configuration is not specified, configuration 0 is the default. - Template title from Site Template Gallery (e.g., “Example template”) - Template file name from Site Template Gallery (e.g., `ExampleTemplate.stp`).

this description	Optional. Description of the new site.
use unique permissions	Specifies whether the site has unique permissions instead of inheriting from the parent site. Default value is No.
use the top link bar from the parent site	Specifies whether this site will have its own top link bar or use the one from the parent site.
display this site on the Quick Launch	Specifies whether links to this site appear in the Quick Launch and the top link bar of the parent site.
display this site in the Top Link	Specifies whether links to this site appear in the Quick Launch and the top link bar of the parent site.

Note: The template should be uploaded to the Site Template Gallery (see instructions below) or added to the global templates list using the STSADM -o AddTemplate command (see Microsoft documentation).

Delete SharePoint site collection

Thu, 24 Oct 2024 18:28:35 +0000

This activity completely deletes a top-level site and any subsites within that site in the specified web application.

SharePoint Workflow Designer Phrase

Delete this URL site collection.

Parameters

Parameter	Description
this URL	The URL of the site collection to be deleted.

Create SharePoint site collection

Thu, 24 Oct 2024 18:28:27 +0000

This activity creates a new top-level web site in the current web application.

Note: By defining managed paths, you can specify which paths in the URL namespace of a web application are used for site collections. You can specify that either one site collection or multiple site collections exist at a specified path. For example, an explicit path of "hr" indicates that the URL http://server/hr is a site collection, whereas a wildcard path of "sites" indicates that child URLs of http://server/sites/, such as http://server/sites/team, are site collections. To add a new URL path, go to the Define Managed Paths page (Central Administration > Application Management > Define Managed Paths).

Set SharePoint group's owner

Thu, 24 Oct 2024 18:28:19 +0000

Specify who has permission to edit the list of group members.

SharePoint Designer Phrase

Parameters

Input parameters

Parameter	Description	Example
this user	User login name or email.	`mycompany\john; john@gmail.com`
this group	Name of the SharePoint group.	`Home owners`, `4`, `Home Viewers`
Site URL	The URL of the source SharePoint site. If left empty, the current site will be used.	https://contoso/Sites/SiteUrl; [%Workflow Context:Current Site URL%]/subSite

Example

Currency Converter

Thu, 24 Oct 2024 18:26:53 +0000

This activity converts all major world currencies using the latest exchange rate information. Powered by Yahoo Finance.

SharePoint Workflow Designer Phrase

Convert 0 of this currency to this currency and store result in Variable: variable

Parameters

Parameter	Description
0	Amount in the original currency.
this currency	Original currency. See the supported currency list below.
this currency	Destination currency. See the supported currency list below.
Variable	This activity will store the result in an output variable.

Supported currency:

Albanian Lek (ALL), Algerian Dinar (DZD), Aluminium Ounces (XAL), Argentine Peso (ARS), Aruba Florin (AWG), Australian Dollar (AUD), Bahamian Dollar (BSD), Bahraini Dinar (BHD), Bangladesh Taka (BDT), Barbados Dollar (BBD), Belarus Ruble (BYR), Belize Dollar (BZD), Bermuda Dollar (BMD), Bhutan Ngultrum (BTN), Bolivian Boliviano (BOB), Botswana Pula (BWP), Brazilian Real (BRL), British Pound (GBP), Brunei Dollar (BND), Bulgarian Lev (BGN), Burundi Franc (BIF), Cambodia Riel (KHR), Canadian Dollar (CAD), Cape Verde Escudo (CVE), Cayman Islands Dollar (KYD), CFA Franc (BCEAO) (XOF), CFA Franc (BEAC) (XAF), Chilean Peso (CLP), Chinese Yuan (CNY), Colombian Peso (COP), Comoros Franc (KMF), Copper Pounds (XCP), Costa Rica Colon (CRC), Croatian Kuna (HRK), Cuban Peso (CUP), Cyprus Pound (CYP), Czech Koruna (CZK), Danish Krone (DKK), Dijibouti Franc (DJF), Dominican Peso (DOP), East Caribbean Dollar (XCD), Ecuador Sucre (ECS), Egyptian Pound (EGP), El Salvador Colon (SVC), Eritrea Nakfa (ERN), Estonian Kroon (EEK), Ethiopian Birr (ETB), Euro (EUR), Falkland Islands Pound (FKP), Fiji Dollar (FJD), Gambian Dalasi (GMD), Ghanaian Cedi (GHC), Gibraltar Pound (GIP), Gold Ounces (XAU), Guatemala Quetzal (GTQ), Guinea Franc (GNF), Guyana Dollar (GYD), Haiti Gourde (HTG), Honduras Lempira (HNL), Hong Kong Dollar (HKD), Hungarian Forint (HUF), Iceland Krona (ISK), Indian Rupee (INR), Indonesian Rupiah (IDR), Iran Rial (IRR), Iraqi Dinar (IQD), Israeli Shekel (ILS), Jamaican Dollar (JMD), Japanese Yen (JPY), Jordanian Dinar (JOD), Kazakhstan Tenge (KZT), Kenyan Shilling (KES), Korean Won (KRW), Kuwaiti Dinar (KWD), Lao Kip (LAK), Latvian Lat (LVL), Lebanese Pound (LBP), Lesotho Loti (LSL), Liberian Dollar (LRD), Libyan Dinar (LYD), Lithuanian Lita (LTL), Macau Pataca (MOP), Macedonian Denar (MKD), Malawi Kwacha (MWK), Malaysian Ringgit (MYR), Maldives Rufiyaa (MVR), Maltese Lira (MTL), Mauritania Ougulya (MRO), Mauritius Rupee (MUR), Mexican Peso (MXN), Moldovan Leu (MDL), Mongolian Tugrik (MNT), Moroccan Dirham (MAD), Myanmar Kyat (MMK), Namibian Dollar (NAD), Nepalese Rupee (NPR), Netherlands Antilles Guilder (ANG), New Zealand Dollar (NZD), Nicaragua Cordoba (NIO), Nigerian Naira (NGN), North Korean Won (KPW), Norwegian Krone (NOK), Omani Rial (OMR), Pacific Franc (XPF), Pakistani Rupee (PKR), Palladium Ounces (XPD), Panama Balboa (PAB), Papua New Guinea Kina (PGK), Paraguayan Guarani (PYG), Peruvian Nuevo Sol (PEN), Philippine Peso (PHP), Platinum Ounces (XPT), Polish Zloty (PLN), Qatar Rial (QAR), Renminbi (CNY), Romanian New Leu (RON), Russian Rouble (RUB), Rwanda Franc (RWF), Samoa Tala (WST), Sao Tome Dobra (STD), Saudi Arabian Riyal (SAR), Seychelles Rupee (SCR), Sierra Leone Leone (SLL), Silver Ounces (XAG), Singapore Dollar (SGD), Slovak Koruna (SKK), Slovenian Tolar (SIT), Solomon Islands Dollar (SBD), Somali Shilling (SOS), South African Rand (ZAR), Sri Lanka Rupee (LKR), St Helena Pound (SHP), Sudanese Dinar (SDD), Swaziland Lilageni (SZL), Swedish Krona (SEK), Swiss Franc (CHF), Syrian Pound (SYP), Taiwan Dollar (TWD), Tanzanian Shilling (TZS), Thai Baht (THB), Tonga Pa'anga (TOP), Trinidad & Tobago Dollar (TTD), Tunisian Dinar (TND), Turkish Lira (TRY), UAE Dirham (AED), Ugandan Shilling (UGX), Ukraine Hryvnia (UAH), United States Dollar (USD), Uruguayan New Peso (UYU), Vanuatu Vatu (VUV), Venezuelan Bolivar (VEB), Vietnam Dong (VND), Yemen Riyal (YER), Zambian Kwacha (ZMK), Zimbabwe Dollar (ZWD)

Convert Word document to PDF

Thu, 24 Oct 2024 18:26:34 +0000

This activity allows converting Word documents to PDF using SharePoint Server 2010 and Word Services.

Note: This activity uses SharePoint 2010 Word Automation Services, available with SharePoint Server 2010. After executing the activity, the file is added to the Timer Job schedule to be processed by SharePoint. The activity does not wait for the result.

Note: Supported file types include .docx, .docm, .dotx, .dotm, .doc, .dot, .rtf, .mht, .mhtml, and .xml (Word XML) files.

Create Document Set

Thu, 24 Oct 2024 18:26:26 +0000

This activity allows creating a new Document Set in the specified folder.

Note: You will need to activate the Document Set feature for the document library before you can create a Document Set. More info: Document Set Help

SharePoint Workflow Designer Phrase

Create this name Document Set at parent folder URL

Parameters

Parameter	Description
this name	Name of the Document Set.
this parent folder URL	URL of the parent folder. Examples: `http://mycompanydomain/site/doclib` `http://mycompanydomain/site/doclib/subfolder`

Create SharePoint library

Thu, 24 Oct 2024 18:26:17 +0000

This activity allows creating a new Document, Form, Wiki Page, or Picture library at a specified site.

SharePoint Workflow Designer Phrase

Create a new Document Library named this name, with description this description, at this site URL.

Parameters

Parameter	Description
Document Library	Type of library to create: Document Library, Form Library, Wiki Page Library, or Picture Library.
this name	Name of the library.
this description	Description of the library.
this site URL	Optional. The URL of the site where the library is being created. Default is the current site.

Read text content from document

Thu, 24 Oct 2024 18:26:09 +0000

This activity allows reading any text document (e.g., TXT, HTML, Email) and saving the result into a variable.

Note: Using this activity, you can retrieve information from an email that was saved in an email-enabled list.

SharePoint Workflow Designer Phrase

Read text content from list item URL and store result in output text.

Parameters

Parameter	Description
list item URL	Optional. Full URL of the list item. Example: `http://mysharepoint/MyDocs/Shared%20Documents/Report.txt`. If the URL is empty, the current list item will be used.

Download documents to folder

Thu, 24 Oct 2024 18:25:59 +0000

This activity downloads SharePoint documents and folders to the local disk.

The following wildcard specifiers are permitted in the search pattern:

Wildcard character:

*? - Exactly zero or one character.

* - Zero or more characters.

Characters other than the wildcard specifiers represent themselves. For example, the search pattern string "*t" searches for all names in the path ending with the letter "t." The search pattern string "s*" searches for all names in the path beginning with the letter "s."

Upload documents from folder

Thu, 24 Oct 2024 18:25:49 +0000

This activity uploads SharePoint documents and folders from the local disk.

The following wildcard specifiers are permitted in the search pattern:

Wildcard character:

? - Exactly zero or one character.

* - Zero or more characters.

Characters other than the wildcard specifiers represent themselves. For example, the search pattern string "*t" searches for all names in the path ending with the letter "t". The search pattern string "s*" searches for all names in the path beginning with the letter "s".

Rename document

Thu, 24 Oct 2024 18:25:26 +0000

This activity finds the document by URL and sets a new document name and title.

Note: This activity doesn’t modify the file extension or content type.

SharePoint Workflow Designer Phrase

Rename list item URL to new file name.

Parameters

Parameter	Description
this list item url	Optional. Full URL of the list item. Example: http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf. If the URL is empty, the current list item will be used.
new file name	The new file name, without the extension.

Create document from text

Thu, 24 Oct 2024 18:25:17 +0000

This activity allows you to create a text document (e.g., TXT, HTML) and save the result into a SharePoint document library or on the local disk.

Note: You can combine this activity with the “Generate report” activity to create professional HTML or TXT reports in SharePoint.

SharePoint Workflow Designer Phrase

Create document from this text in file URL. Overwrite existing document.

Parameters

Parameter	Description
this text	Content of the text file.
file url	Full URL to a SharePoint file or path on the local disk. Example: `http://mysharepoint/MyDocs/Shared%20Documents/report.html` Example: `c:\Reports\SharePoint Report.txt`
Overwrite	Specifies whether to overwrite an existing file. Options: - Overwrite - Overwrites the existing file. - Do not Overwrite - Keeps the existing file.

Create document from file

Thu, 24 Oct 2024 18:25:07 +0000

This activity creates a new document from a specified file.

SharePoint Workflow Designer Phrase

Create document from file path to parent folder URL. Overwrite existing document.

Parameters

Parameter	Description
file path	URL for the file containing the document to load. The URL can be either a local file or an HTTP URL (web address).
parent folder URL	Full URL to the destination folder. Example: `http://mysharepoint/MyDocs/Shared%20Documents`
Overwrite	Specifies whether to overwrite an existing file. Options: - Overwrite - Overwrites the existing file. - Do not Overwrite - Keeps the existing file. - Create unique name - Creates a unique file name if the file already exists.

Save document to file

Thu, 24 Oct 2024 18:24:59 +0000

This activity finds the document by URL and saves the file or attachments to an output folder on the local disk.

SharePoint Workflow Designer Phrase

Save this list item URL to output folder. Overwrite existing file.

Parameters

Parameter	Description
this list item URL	Optional. Full URL of the list item. Example: http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf. If the URL is empty, the current list item will be used.
Output folder	Optional. The location of the folder where you want to save the document.
Overwrite	Specifies whether to overwrite an existing file on the local disk. Options: - Overwrite - Overwrites the existing file. - Do not Overwrite - Keeps the existing file. - Create unique name - Creates a unique file name if the file already exists.

Discard Publish Item extended

Thu, 24 Oct 2024 18:24:52 +0000

This activity finds the document by URL and removes the file from content approval with the specified comment.

SharePoint Workflow Designer Phrase

Discard publish of this list item URL with comment: comment.

Parameters

Parameter	Description
this list item URL	Full URL of the list item to unpublish. Example: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf`
comment	Optional. A string that contains the comment.

Publish Item extended

Thu, 24 Oct 2024 18:24:44 +0000

This activity finds the document by URL and submits the file for content approval with the specified comment.

SharePoint Workflow Designer Phrase

Publish this list item URL with comment: comment.

Parameters

Parameter	Description
this list item URL	Full URL of the list item to publish. Example: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf`
comment	Optional. A string that contains the comment.

Discard Publish Item

Thu, 24 Oct 2024 18:24:36 +0000

This activity removes the file from content approval with the specified comment.

SharePoint Workflow Designer Phrase

Discard publish of this list item with comment: comment.

Parameters

Parameter	Description
this list item	File to unpublish.
comment	Optional. A string that contains the comment.

Publish Item

Thu, 24 Oct 2024 18:24:29 +0000

This activity submits the file for content approval with the specified comment.

SharePoint Workflow Designer Phrase

Publish this list item with comment: comment.

Parameters

Parameter	Description
this list item	File to publish
comment	Optional. A string that contains the comment.

Discard Check Out Item extended

Thu, 24 Oct 2024 18:24:21 +0000

This activity finds the document by URL and undoes the check-out of the document.

SharePoint Workflow Designer Phrase

Discard check-out of item at this list item URL.

Parameters

Parameter	Description
this list item URL	Full URL of the list item to discard the check-out. Example: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf`

Check In Item extended

Thu, 24 Oct 2024 18:24:14 +0000

This activity finds the document by URL and checks in the specified document.

SharePoint Workflow Designer Phrase

Check in item at this list item URL with comment: comment.

Parameters

Parameter	Description
this list item url	Full URL of the list item to check in. Example: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf`
comment	A string containing a comment about the check-in.

Check Out Item extended

Thu, 24 Oct 2024 18:24:05 +0000

This activity finds the document by URL and checks out the specified document.

SharePoint Workflow Designer Phrase

Check out item at this list item URL.

Parameters

Parameter	Description
this list item URL	Full URL of the list item to check out. Example: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf`

Get parent folder URL

Thu, 24 Oct 2024 18:23:59 +0000

This activity returns the website-relative URL of the parent folder of an item.

SharePoint Workflow Designer Phrase

Get parent folder URL from this item and store in variable.

Parameters

Parameter	Description
this item	The current item.

If the parent folder is the root, the activity returns an empty string.

Get parent folder name

Thu, 24 Oct 2024 18:23:51 +0000

This activity returns the name of the parent folder of an item.

SharePoint Workflow Designer Phrase

Get parent folder name from this item and store in variable.

Parameters

Parameter	Description
this item	The current item

If the parent folder is the root, the activity returns an empty string.

Get parent folder ID (Free)

Thu, 24 Oct 2024 18:23:43 +0000

This activity returns the list item ID of the parent folder of an item.

SharePoint Workflow Designer Phrase

Get parent folder ID from this item and store in variable.

Parameters

Parameter	Description
this item	The current item

If the parent folder is the root, the activity returns 0.

Delete folder from the document library

Thu, 24 Oct 2024 18:23:35 +0000

This activity deletes a folder as specified by the folder name.

SharePoint Workflow Designer Phrase

Delete this folder from the current folder.

Parameters

Parameter	Description
this folder	Folder name. Supports multiple names separated by ‘\’ or ‘/’. For example, if the folder name is ‘My Folder1\My Folder2’, the activity will delete ‘My Folder2’ within ‘My Folder1’.
current folder	Specifies the parent of this folder: either the current folder or the document library root folder.

If the folder doesn’t exist, this method does nothing.

Create folder in the document library extended

Thu, 24 Oct 2024 18:23:25 +0000

This activity creates subfolders at the specified folder.

SharePoint Workflow Designer Phrase

Create this folder at parent folder url.

Parameters

Parameter	Description
this folder	New folder name. Supports multiple names separated by ‘\’ or ‘/’. For example, if the folder name is ‘My Folder1\My Folder2’, the activity will create the ‘My Folder1’ folder and subfolder ‘My Folder2’.
Parent folder url	URL of the parent folder. Example: `http://mycompanydomain/site/doclib/subfolder`

If the folder already exists, this method does nothing.

Create folder in the document library

Thu, 24 Oct 2024 18:23:17 +0000

This activity creates all folders and subfolders as specified by the folder name.

SharePoint Workflow Designer Phrase

Create this folder in the current folder.

Parameters

Parameter	Description
this folder	New folder name. Supports multiple names separated by ‘\’ or ‘/’. For example, if the folder name is ‘My Folder1\My Folder2’, the activity will create the ‘My Folder1’ folder and the subfolder ‘My Folder2’.
current folder	Specifies the parent of this folder: either the current folder or the document library root folder.

If the folder already exists, this method does nothing.

Loop through list items and start workflow

Thu, 24 Oct 2024 18:22:58 +0000

This activity finds a list by URL and allows looping through list items and starting a workflow for multiple list items.

SharePoint Workflow Designer Phrase

Loop through all items at list URL and start workflow named this with default association data.

Parameters

Parameter Description

all

Optional. List item filter. The filter string supports View Name, View ID, and CAML string (<Where>...</Where>). An empty filter returns all items.

list url Full URL of the list.
Examples:
http://mysharepoint/MyDocs/Shared%20Documents
http://mysharepoint/Lists/List%20with%20Approve

workflow name Name of the existing workflow to run.

default association data Optional. The workflow association on which to base the new workflow instance.

Terminate Running Workflow

Thu, 24 Oct 2024 18:22:51 +0000

This activity allows canceling the specified workflow. You can use the "Workflow is running" condition to determine whether a workflow is running on the specified list item.

SharePoint Workflow Designer Phrase

Terminate this running workflow on this item.

Parameters

Parameter	Description
this item	SharePoint list item on which to cancel the workflow.
this	Name of the running workflow.

Terminate Workflows (Free)

Thu, 24 Oct 2024 18:22:43 +0000

This activity terminates all running or faulting workflows on the current list or current item.

You can use this activity to automatically terminate all workflows on a list or list item if an error occurs or if the workflow stops responding.

Note: Terminating the workflow will set its status to "Canceled" and delete all tasks created by the workflow.

SharePoint Workflow Designer Phrase

Terminate all running workflows in Current List.

Start Another Workflow extended

Thu, 24 Oct 2024 18:22:36 +0000

This activity finds the list item by URL and runs a workflow as a specific user with custom association data.

Note: If the list item URL is empty, the current list item will be used.

Note: If the workflow association is empty, the default will be used.

Note: If the user is empty, the System Account will be used.

SharePoint Workflow Designer Phrase

Start another workflow at this list item URL, named this with default association data. Run As default user.

Start Another Workflow (Free)

Thu, 24 Oct 2024 18:22:30 +0000

This activity allows starting another workflow.

SharePoint Workflow Designer Phrase

Start another workflow on this item, named this.

Parameters

Parameter	Description
this item	SharePoint list item on which to run the workflow.
this	Name of the existing workflow to run.

Set Site User Property (Free)

Thu, 24 Oct 2024 18:22:16 +0000

This activity allows setting a user property from a SharePoint site.

SharePoint Workflow Designer Phrase

Set this property for this user to value.

Parameters

Parameter	Description
this property	Name of the user property.
this user	User name.
this value	Value to set for the property.

An error is thrown if either the user or the property does not exist.

Lookup Initiator User Property

Thu, 24 Oct 2024 18:22:06 +0000

This activity retrieves a property of the workflow initiator and stores the result in a variable.

SharePoint Workflow Designer Phrase

Lookup this property for Initiator and store result in variable.

Parameters

Parameter

Description

this property

Name of the user property. Default value is LoginName. Common options include:
- Sid - The unique security ID for the network account of the user.
- ID - The member ID for the user.
- LoginName - The user name of the user.
- Name - The display name of the user.
- IsDomainGroup - Boolean indicating if the user is a domain group.
- Email - The email address of the user.
- RawSid - The system ID of the user in binary format.
- Notes - Notes for the user.
- Additional user properties can be found here: Microsoft SharePoint SPUser Properties

An error is thrown if either the user or the property does not exist.

Lookup Site User Property (Free)

Thu, 24 Oct 2024 18:21:58 +0000

This activity retrieves a user property from a SharePoint site and stores the result in a variable.

SharePoint Workflow Designer Phrase

Lookup this property for this user, store in Variable: variable.

Parameters

Parameter	Description
this property	Name of the user property.
this user	User name.

An error is thrown if either the user or the property does not exist.

Get current list item attachments urls

Thu, 24 Oct 2024 18:20:54 +0000

This activity retrieves the URLs of item attachments and stores the result in a variable.

SharePoint Workflow Designer Phrase

Get current item attachments URLs and store the result in variable.

Parameters

Parameter	Description
variable	The output variable where the result will be stored.

Throws an error if either the user or property does not exist.

Create task

Thu, 24 Oct 2024 18:20:47 +0000

This activity creates a SharePoint task and returns the task ID.

Note: Using this activity, you can create child tasks for a new element. For example, a user creates a "Summary Task 1," and the workflow can then create "Task 2" as a child of "Summary Task 1," and so on.

SharePoint Workflow Designer Phrase

Create a new task this title from start date to due date in parent task with bulk update at this list URL. Trigger create event: No. Store new task ID in variable.

Create Summary task

Thu, 24 Oct 2024 18:20:39 +0000

This activity creates a summary task and returns the summary task ID, which you can use as a parent task.

Note: This activity allows you to create child summary tasks for new elements. For example, a user creates "Summary Task 1," and the workflow then creates "Summary Task 2" as a child of "Summary Task 1," followed by "Summary Task 3" as a child of "Summary Task 2," and so on.

Get version history of list item

Thu, 24 Oct 2024 18:20:30 +0000

This activity provides access to the version history of a list item and stores the result in a variable. You can retrieve the first value, the previous value (useful for checking if an item has changed), or the last different value. The activity supports all SharePoint columns.

SharePoint Workflow Designer Phrase

Get First Value from the version history of this item for this field and store it in variable.

Parameters

Get field values from list

Thu, 24 Oct 2024 18:20:23 +0000

This activity extracts values from a specified field in Text, HTML, Edit Mode, and Internal formats from filtered list items in a specified list and stores the result in an array.

SharePoint Workflow Designer Phrase

Get values from this field at this list item URL and store the result in variable.

Parameters

Parameter	Description
Text	Format: Text: The value as plain text, without any formatting. Html: The value in HTML format. Edit Mode: The field value as rendered in Edit mode. Internal: The value in SharePoint's internal format.
all	Optional. A list item filter. The filter string supports View Name, View ID, and CAML string (`<Where>...</Where>`). Leaving the filter empty returns all items.
this field	The name of the field to extract values from.
list URL	Optional. The source list. The default value is the current list. Examples: `http://mysharepoint/MyDocs/Shared%20Documents` `http://mysharepoint/Lists/List%20with%20Approve`

Get emails from field extended

Thu, 24 Oct 2024 18:20:14 +0000

This activity locates a list item by its URL, extracts all email addresses from a specified field, and stores the result in a variable.

The activity reads the value from the specified field and returns a string of unique email addresses, concatenated by a semicolon (“;”).

It supports automatic detection of email addresses from user strings (DOMAIN\userName) and SPUser(s) objects.

SharePoint Workflow Designer Phrase

Get emails from this field at this list item URL and store the result in variable.

Get emails from List field extended

Thu, 24 Oct 2024 18:20:07 +0000

This activity extracts all email addresses from a specified field in filtered list items and stores the result in a variable.

You can use it to retrieve email recipients from an external list. The activity enumerates list items, extracts emails from a specific field, and returns a string of unique email addresses concatenated by a semicolon (“;”).

This activity supports automatic detection of email addresses from user strings (DOMAIN\userName) and SPUser(s) objects.

Remove all attachments

Thu, 24 Oct 2024 18:19:59 +0000

This activity removes all attachments from a list item.

SharePoint Workflow Designer Phrase

Remove all attachments from the list item at this list item URL.

Parameters

Parameter	Description
this list item URL	Optional. The full URL of the list item. If this URL is empty, attachments will be removed from the current item. Examples: `http://mysharepoint/Lists/List%20with%20Approve/1_.000` `http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1` `http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1`

Remove attachment

Thu, 24 Oct 2024 18:19:52 +0000

This activity removes an attachment by file name or index from the specified list item.

SharePoint Workflow Designer Phrase

Remove file name attachment from list item at this list item.

Parameters

Parameter	Description
file name	Attachment’s file name or index in the attachment collection.
this list item URL	Optional. Full list item URL. If the list item URL is empty, attachments will be removed from the current item. Examples: `http://mysharepoint/Lists/List%20with%20Approve/1_.000` `http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1` `http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1`

Upload attachments

Thu, 24 Oct 2024 18:19:45 +0000

This activity uploads list item attachments from a SharePoint Document Library, web, or local disk. The attachments multiline text field supports URLs and local disk paths. Both HTTP and HTTPS requests are supported.

SharePoint Workflow Designer Phrase

Upload this attachments to list item at this list item url.

Parameters

Parameter	Description
this attachments	List of attachments. Each attachment can be a file path or a web link. Examples: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf` `c:\publicfolder\report.pdf` `http://externalserver/report.pdf`
this list item URL	Optional. Full list item URL. If the list item URL is empty, attachments will be uploaded to the current item. Examples: `http://mysharepoint/Lists/List%20with%20Approve/1_.000` `http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1` `http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1`

Get list item url

Thu, 24 Oct 2024 18:19:38 +0000

This activity returns the Display Form, Edit Form, and Native URL for a selected list item.

SharePoint Workflow Designer Phrase

Get Display Form URL for this list item and store result in variable.

Parameters

Parameter	Description
Display Form	Output URL format: - Display Form – link to the list item’s display form - Edit Form – link to the list item’s edit form - Native Form – internal SharePoint list item URL
this list item	Selected list item.

Wait For Field Change in current item with Timeout

Thu, 24 Oct 2024 18:19:30 +0000

This activity waits for field changes periodically in the current item with a timeout and stores the timeout result in a variable.

Note: The default "Wait For Field Change in Current Item" activity:

Doesn’t detect code or workflow modifications
Doesn’t detect status modifications
Doesn’t have a timeout

You can use this activity to implement a "wait for field change" logic with a timeout and process custom logic using the timeout result. For example, send a notification email if a timeout occurs.

Copy List attachments to Document Library

Thu, 24 Oct 2024 18:19:21 +0000

This activity copies list item attachments to a document library.

You can use the bulk update property to update fields for all copied files.

SharePoint Workflow Designer Phrase

Copy this item attachments to list url, Overwrite existing items. Use bulk update to update fields.

Parameters

Parameter	Description
this item	List item from which to extract attachments.
list URL	Parent folder URL. Example: `http://mycompanydomain/site/doclib/subfolder`
Overwrite	Indicates that the activity overwrites existing files if they are already present.
bulk update	Optional. Bulk update string. Includes field names and values as lines: `[FieldName1]=[Value1]…[FieldNameN]=[ValueN]` Notes: Use `vti_title` to update the title. Use `ModerationInformation.Status` to update the content approval status. Use `ModerationInformation.Comment` to update comments explaining why the item was approved or rejected. Example: `Description=Test Description` `Start Date=2010-12-10T12:30:00` `Published=1` `Choice=My Choice #3` `Lookup=12;#` `vti_title=My Super Title`

Change list item content type

Thu, 24 Oct 2024 18:19:13 +0000

This activity locates a list item by its URL and changes the list item’s content type.

You can use the “Check Out Item Extended” and “Check In Item Extended” activities to check out and check in a list item before making modifications.

Note: You can use Content Types as Statuses, find more information here.

Note: If the URL is empty, the current list item will be used.

SharePoint Workflow Designer Phrase

Set this content type as the content type for the list item at the specified URL.

Update List Item extended

Thu, 24 Oct 2024 18:19:05 +0000

This activity finds the list item by URL and updates multiple fields. The activity triggers an update event.

SharePoint Workflow Designer Phrase

Update bulk update at list item URL. Trigger update event No.

Parameters

Parameter	Description
bulk update	Bulk update string. Includes field name and field value lines: `[FieldName1]=[Value1]…[FieldNameN]=[ValueN]`. Use string `<%FieldName%>` construction to resolve field value from the current list item. FieldName can be the field display name, field ID (GUID), or field index (int). Note: - Use `vti_title` field to update title - Use `ModerationInformation.Status` field to update content approval status for an item - Use `ModerationInformation.Comment` field to add a comment explaining why the item was approved or rejected. Example: Description=Test Description Start Date=2010-12-10T12:30:00 Published=1 Choice=My Choice #3 Lookup=12;# vti_title=My Super Title ModerationInformation.Status=Approved
this list item URL	Full URL of the list item. Examples: http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf http://mysharepoint/Lists/List%20with%20Approve/1_.000 http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1 http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1
No	Indicates if the activity triggers the item update event. Default value is No. Note: Can loop workflow activities if set to YES.

Create List Item extended

Thu, 24 Oct 2024 18:18:55 +0000

This activity locates a list by its URL and creates a list item. The activity can trigger a create event.

SharePoint Workflow Designer Phrase

Create a list item with bulk update at this list URL. Trigger create event: No. Store the new list item ID in variable.

Parameters

Parameter	Description
bulk update	A bulk update string, containing field names and their respective values. Format: `[FieldName1]=[Value1] … [FieldNameN]=[ValueN]` Note: - Use the vti_title field to update the title. - Use the ModerationInformation.Status field to update the content approval status of an item. - Use the ModerationInformation.Comment field to add a comment explaining why the item was approved or rejected. Example: Description=Test Description Start Date=2010-12-10T12:30:00 Published=1 Choice=My Choice #3 Lookup=12;# vti_title=My Super Title ModerationInformation.Status=Approved
this list URL	The full URL of the list. Examples: `http://mysharepoint/MyDocs/Shared%20Documents` `http://mysharepoint/Lists/List%20with%20Approve`
No	Indicates if the activity triggers an item creation event. Default value is No.
Variable	Stores the newly created list item ID.

Set Field extended

Thu, 24 Oct 2024 18:18:48 +0000

This activity locates a list item by its URL and updates the value of a specified field. The activity runs associated workflows after the update.

SharePoint Workflow Designer Phrase

Set field to value at list item URL. Trigger update event: No

Parameters

Parameter	Description
Field	The field's display name, unique ID (GUID), or index (int).
Value	The new value to set.
this list item URL	The full URL of the list item. Examples: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf` `http://mysharepoint/Lists/List%20with%20Approve/1_.000` `http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1` `http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1`
No	Indicates whether the activity triggers the item update event. Default value is No. Note: Setting this to Yes may cause workflow activities to loop.

Get field value extended

Thu, 24 Oct 2024 18:18:40 +0000

This activity locates a list item by its URL, retrieves the value from a specified field, and stores the result in a variable.

SharePoint Workflow Designer Phrase

Get value from this field at list item URL and store the result in variable.

Parameters

Parameter	Description
this field	The field's display name, unique ID (GUID), or index (int).
this list item URL	The full URL of the list item. Examples: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf` `http://mysharepoint/Lists/List%20with%20Approve/1_.000` `http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1` `http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1`

Delete List Items extended

Thu, 24 Oct 2024 18:18:32 +0000

This activity locates a list by its URL and enables looping through list items to delete them.

SharePoint Workflow Designer Phrase

Delete all items at list URL.

Parameters

Parameter	Description
All	Optional: A list item filter. The filter string supports View Name, View Name, View ID, and CAML string (<Where>...</Where>). Leaving the filter empty deletes all items.
list URL	The full URL of the list. Examples: `http://mysharepoint/MyDocs/Shared%20Documents` `http://mysharepoint/Lists/List%20with%20Approve`

Delete Item extended

Thu, 24 Oct 2024 18:18:25 +0000

This activity deletes the item by its URL.

SharePoint Workflow Designer Phrase

Check out item at this list item URL.

Parameters

Parameter	Description
this list item URL	The full URL of the list item to delete. Examples: `http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf` `http://mysharepoint/Lists/List%20with%20Approve/1_.000` `http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1` `http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1`

Reject Item

Thu, 24 Oct 2024 18:18:18 +0000

This activity rejects the item, returning it to its creator, and it will not appear in public views.

SharePoint Workflow Designer Phrase

Reject this list item with comment: comment.

Parameters

Parameter	Description
this list item	The list item to reject.
Comment	Optional. A string that contains the comment.

Approve Item extended

Thu, 24 Oct 2024 18:18:11 +0000

This activity approves the item by list URL, making it visible to all users.

SharePoint Workflow Designer Phrase

Approve this list item URL with comment: comment.

Parameters

Parameter	Description
this list item URL	Full list item URL to approve. Examples: http://mysharepoint/MyDocs/Shared%20Documents/MSOMS.pdf http://mysharepoint/Lists/List%20with%20Approve/1_.000 http://mysharepoint/Lists/List%20with%20Approve/DispForm.aspx?ID=1 http://mysharepoint/Lists/List%20with%20Approve/EditForm.aspx?ID=1
Comment	Optional. A string that contains the comment.

Approve Item

Thu, 24 Oct 2024 18:18:03 +0000

This activity approves the item, making it visible to all users.

SharePoint Workflow Designer Phrase

Approve this list item with comment: comment.

Parameters:

Parameter	Description
this list item	The list item to approve.
Comment	Optional. A string that contains a comment.

Generate Report extended

Thu, 24 Oct 2024 18:17:55 +0000

This activity generates a text report from filtered list items as a data source.

The activity loads selected items from the list, creates a text report (see schema below), and stores the result in a text variable. You can use HTML tags to format the report.

This activity can be useful in many scenarios, such as:

Creating a report of a user’s active jobs, adding it to an email body, and sending the email.
Creating a client incidents report, adding it to an email body, and sending it to the client.
Generating an administrator's warnings report, adding it to an SMS message, and sending it.
Creating dynamic CAML queries.
Generating dynamic email, SMS, or instant message contact lists.
Creating any text-based documents (e.g., HTML, XML).

Report Schema:

[Header]
[Row for List Item 1]
[Row for List Item 2]
…
[Row for List Item N]
[Footer]

To display field values from the current list item in the Row Template, use the <%FieldName%> construction. This is an active text marker: the activity identifies the marker, retrieves the field value, and replaces the marker with the value in text format.

Generate Report

Thu, 24 Oct 2024 18:17:47 +0000

This activity generates a text report from filtered list items as a data source.

The activity loads selected items from the list, creates a text report (see schema below), and stores the result in a text variable. You can use HTML tags to format the report.

This activity can be useful in many scenarios, such as:

Creating a report of a user’s active jobs, adding it to an email body, and sending the email.
Creating a client incidents report, adding it to an email body, and sending it to the client.
Generating an administrator's warnings report, adding it to an SMS message, and sending it.
Creating dynamic CAML queries.
Generating dynamic email, SMS, or instant message contact lists.
Creating any text-based documents (e.g., HTML, XML).

Report schema:

[Header]
[Row for List Item 1]
[Row for List Item 2]
…
[Row for List Item N]
[Footer]

Get emails from field in Current Item

Thu, 24 Oct 2024 18:17:37 +0000

This activity extracts all emails from a field in the current list item and stores the result in a variable.

It reads the field value from the specified field and returns a string with unique emails concatenated by a semicolon (“;”).

Supports automatic detection of emails from user strings (e.g., DOMAIN\userName) and SPUser(s) objects.

SharePoint Workflow Designer Phrase

Get emails from field and store result in variable.

Parameters

Parameter	Description
Field	Name of the field from which to extract emails.
current list	Optional. Source list. Default value is the current list.

Get emails from List field

Thu, 24 Oct 2024 18:17:29 +0000

This activity extracts all emails from a field in filtered list items and stores the result in a variable.

You can use this to retrieve email recipients from an external list. The activity enumerates list items, extracts emails from the specified field, and returns a string with unique emails concatenated by a semicolon (“;”).

Supports automatic detection of emails from user strings (e.g., DOMAIN\userName) and SPUser(s) objects.

SharePoint Workflow Designer Phrase

Get emails from all items, from this field in current list and store result in variable.

Calculate aggregate function extended

Thu, 24 Oct 2024 18:17:23 +0000

This activity finds a list by URL, calculates an aggregate numerical function from a numeric column for selected items in the list, and stores the result in a variable.

SharePoint Workflow Designer Phrase

Calculate this function on this field from all items at list URL and store result in variable.

Parameters

Parameter Description

this function Name of the aggregate function. Available functions: Count, Sum, Avg, Min, Max, Standard Deviation, Mode.

this field

Optional. Numerical field on which the mathematical function will be performed. Can be specified by field display name, unique ID (GUID), or field index (int). Not required for the Count function.

All

Optional. List item filter. The filter string supports View Name, View ID, and CAML string (<Where>...</Where>). An empty filter returns all items.

list url Full list URL
Examples:
http://mysharepoint/MyDocs/Shared%20Documents
http://mysharepoint/Lists/List%20with%20Approve

Variable This activity will place the function result into an output variable (Double).

Available Functions

Calculate aggregate function

Thu, 24 Oct 2024 18:17:16 +0000

This activity calculates an aggregate numerical function from a numeric column for selected items in a list and stores the result in a variable.

SharePoint Workflow Designer Phrase

Calculate this function on this field from all items in this list and store result in variable.

Parameters

Parameter

Description

this function

Name of the aggregate function. Available functions: Count, Sum, Avg, Min, Max, Standard Deviation, Mode.

this field

All

Optional. List item filter. The filter string supports View Name, View ID, and CAML string (<Where>...</Where>). An empty filter returns all items.

this list

Source list

Variable

This activity will place the function result into an output variable (Double).

Available Functions

Delete List Items

Thu, 24 Oct 2024 18:17:09 +0000

This activity allows looping through list items and deleting items.

SharePoint Workflow Designer Phrase

Delete all items.

Parameters

Parameter	Description
All	Optional. List item filter. The filter string supports View Name, View ID, and CAML string (`<Where>...</Where>`). An empty filter deletes all items.

Loop through list items and update list items extended

Thu, 24 Oct 2024 18:17:00 +0000

This activity finds a list by URL and allows looping through list items to update multiple fields for each item.

SharePoint Workflow Designer Phrase

Loop through all items and apply bulk update at list URL. Trigger update event No.

Parameters

Parameter Description

all

Optional. List item filter. The filter string supports View Name, View ID, and CAML string (<Where>...</Where>). An empty filter returns all items.

bulk update Bulk update string that includes field name and field value lines in the format [FieldName1]=[Value1] … [FieldNameN]=[ValueN]. Use the <%FieldName%> construction to resolve field values from the current list item. FieldName can be a field display name, field ID (GUID), or field index (int).
Note:
- Use vti_title to update the title.
- Use ModerationInformation.Status to update the content approval status.
- Use ModerationInformation.Comment to add a comment explaining why the item was approved or rejected.
Example:
Description=Test Description
Start Date=2010-12-10T12:30:00
Published=1
Choice=My Choice #3
Lookup=12;#
vti_title=My Super Title
ModerationInformation.Status=Approved

list URL Full URL of the list.
Examples:
http://mysharepoint/MyDocs/Shared%20Documents
http://mysharepoint/Lists/List%20with%20Approve

No Indicates whether the activity triggers the item update event. Default value is No.
Note: Can loop workflow activities if set to Yes.

Loop through list items and set the value of field extended

Thu, 24 Oct 2024 18:16:49 +0000

This activity finds a list by URL and allows looping through list items to set the value of a field.

SharePoint Workflow Designer Phrase

Loop through all items and set field to value. Trigger update event No.

Parameters

Parameter Description

All

Optional. List item filter. The filter string supports View Name, View ID, and CAML string (<Where>...</Where>). An empty filter returns all items.

Field

Optional. Name of the field to update.

Value

Optional. New value to set for the field.

list url Full URL of the list.
Examples:
http://mysharepoint/MyDocs/Shared%20Documents
http://mysharepoint/Lists/List%20with%20Approve

No Indicates whether the activity triggers the item update event. Default value is No.
Note: Can loop workflow activities if set to Yes.

Loop through list items and update list items

Thu, 24 Oct 2024 18:16:41 +0000

This activity allows looping through list items and updating multiple fields for each list item.

The activity uses the default "Update List Item" user interface to select fields. You may ignore any "warning" messages, as the activity will only use the list ID, property name, and value from the control.

SharePoint Workflow Designer Phrase

Loop through all items and update items in this list. Trigger update event No.

Parameters

Loop through list items and set the value of field

Thu, 24 Oct 2024 18:16:34 +0000

This activity allows looping through list items and setting the value of a field.

SharePoint Workflow Designer Phrase

Loop through all items and set field to value. Trigger update event No.

Parameters

Parameter

Description

All

Optional. List item filter. The filter string supports View Name, View ID, and CAML string (<Where>...</Where>). An empty filter returns all items.

Field

Name of the field to update.

Value

New value to set for the field.

Indicates whether the activity triggers the item update event. Default is No.
Note: Can loop workflow activities if set to Yes.

Copy List Item extended (Free)

Thu, 24 Oct 2024 18:16:26 +0000

This action copies list items.

Feature Matrix

Feature	List Items	Files	Notes
Copy Item	X	X
Move Item	X	X
Overwrite Item on Destination		X
Specify Destination Subfolders		X	When copying/moving files in and out of document libraries, a path to a subfolder can be specified as the destination (e.g., `http://moss/site/doclib/subfolder`).
Copy/Move File Attributes		X	When copying/moving files in and out of document libraries, any attributes that exist in the destination library are also set.
Copy/Move Item History	X		List item history is never kept; file version history is always copied/moved.
Copy/Move Item Attachments	X
Copy/Move Item Cross Site	X	X
Copy/Move Item with Person Fields Cross Site	X	X

Warning:

Grant Permission on List Item or Folder extended

Thu, 24 Oct 2024 18:14:51 +0000

This activity grants permission on the list item or folder. You can override or append user grant permissions.

Value of permission field by default can be one of the following values:

Full Control Design Contribute Read

If any custom permission levels are defined, you can also specify those. For help on creating custom permission levels see http://technet2.microsoft.com/Office/en-us/library/c5dd8b7e-202d-4d33-8535- 5c03f88ea1ff1033.mspx?mfr=true

The activity supports multi permission assignment. Use ‘,’ or ‘;’ separator to grant several permission. Example: "Approve, Read, View Only".

Delete custom permission from List Item

Thu, 24 Oct 2024 18:14:44 +0000

This activity deletes specific roles assigned to a user on item, breaking list permission inheritance if necessary.

SharePoint Workflow Designer Phrase

Delete this level permission on this item to this user.

Parameters

Parameter	Description
this level	Permission level string. Multi permission assignments are supported. Use ‘,’ or ‘;’separator to grant several permission. Example: "Approve, Read, View Only".
this item	List item
this user	User name. Ex: “user@domain”, “domain\user”. It allows multiple valuesseparated by a semicolon.

Delete all user permission assignment from List Item (Free)

Thu, 24 Oct 2024 18:14:35 +0000

This activity deletes all roles assigned to a user on item, breaking list permission inheritance if necessary.

SharePoint Workflow Designer Phrase

Delete permission assignment in this item for this user.

Parameters

Parameter	Description
this item	List item
this user	User name. Ex: “user@domain”, “domain\user”. It allows multiple valuesseparated by a semicolon.

Delete all permission assignment from List Item

Thu, 24 Oct 2024 18:14:26 +0000

This activity remove all permission assignment from list item, breaking list permission inheritance if necessary.

SharePoint Workflow Designer Phrase

Delete all permission assignment in this item.

Parameters

Parameter	Description
this item	List item

Reset List permissions Inheritance (Free)

Thu, 24 Oct 2024 18:14:17 +0000

This activity resets a list's permissions inheritance.

SharePoint Workflow Designer Phrase

Inherit list permissions on this item.

Parameters

Parameter	Description
this item	The list item to reset permissions for.

Grant Permission on Item (Free)

Thu, 24 Oct 2024 18:13:47 +0000

This activity grants permission on the list item. You can override or append user grant permissions. Value of permission field by default can be one of the following values:

Full

Control

Design

Contribute

Read

The activity supports multi permission assignment. Use ‘,’ or ‘;’ separator to grant several permission.

Change list permissions inheritance

Thu, 24 Oct 2024 18:13:39 +0000

This activity either stops or restores inheriting permission from Parent.

Note: If permission has been already inherited or detached, the action does nothing.

SharePoint Workflow Designer Phrase

Stop inheriting permissions at list url.

Parameters

Parameter	Description
Stop inheriting permissions	Stop inheriting permissions and copy permissionsInherit permissions from Parent
list url	The URL of the list. Example: http://mycompany/Lists/PublicList

Remove permissions from list

Thu, 24 Oct 2024 18:13:31 +0000

This activity deletes all roles assigned to users on site.

SharePoint Workflow Designer Phrase

Remove permission in list url for this memebres.

Parameters

Parameter	Description
list url	The URL of the list.
this members	User name. Ex: “user@domain”, “domain\user”. It allows multiple values separated by a semicolon.

Grant Permission on list

Thu, 24 Oct 2024 18:13:24 +0000

This activity grants permission on the list. You can override or append user or group grant permissions. Value of permission field by default can be one of the following values:

Full Control Design Contribute Read

The activity supports multi permission assignment. Use ‘,’ or ‘;’ separator to grant several permission.

Remove permissions from site

Thu, 24 Oct 2024 18:13:16 +0000

This activity deletes all roles assigned to users on site.

SharePoint Workflow Designer Phrase

Remove permission in site url for this memebres.

Parameters

Parameter	Description
site url	Optional. The URL of the site. If site url is empty, current site url will be used.Example: http://mycompany
this members	User name. Ex: “user@domain”, “domain\user”. It allows multiple values separated by a semicolon.

Grant Permission on site

Thu, 24 Oct 2024 18:13:09 +0000

This activity grants permissions on a site. You can choose to override or append permissions for users or groups. By default, the permission level can be one of the following:

Full Control
Design
Contribute
Read

If custom permission levels are defined, you can specify those as well. For guidance on creating custom permission levels, refer to Microsoft Documentation.

The activity supports assigning multiple permissions at once. Use a comma (,) or semicolon (;) as a separator to specify multiple permissions. Example: "Approve, Read, View Only".

Change site permissions inheritance

Thu, 24 Oct 2024 18:13:01 +0000

This activity stops or restores permission inheritance from the parent site for a specified site.

Note: If permissions are already inherited or detached, the action has no effect.

SharePoint Workflow Designer Phrase

Stop inheriting permissions at site URL.

Parameters

Parameter	Description
Stop inheriting permissions	Stops inheriting permissions and copies the current permissions from the parent site.
site URL	Optional. The URL of the site. If left empty, the current site URL will be used. Example: `http://mycompany`

Disable a user account in Active Directory

Thu, 24 Oct 2024 18:11:51 +0000

This activity allows disabling a user account in Active Directory.

SharePoint Workflow Designer Phrase

Disable this user account in this domain

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

By default, activity uses the current user when authenticating. If you want to use custom

authentication, use “Set Active Directory authentication” activity before.

Enable a user account in Active Directory

Thu, 24 Oct 2024 18:11:44 +0000

This activity allows enabling a user account in Active Directory.

SharePoint Workflow Designer Phrase

Enable this user account in this domain

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

Set user's password in Active Directory

Thu, 24 Oct 2024 18:11:37 +0000

This activity allows changing a password in Active Directory.

By default, activity uses the current user when authenticating. If you want to use custom

authentication, use “Set Active Directory authentication” activity before.

SharePoint Workflow Designer Phrase

Set this user new password to this value in this domain.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this value	New password
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

Get members of Active Directory group

Thu, 24 Oct 2024 18:11:30 +0000

This activity returns collection of members of Active Directory group. Supports “Distinguished Name” or “Account Name” output format.

By default, activity uses the current user when authenticating. If you want to use custom authentication, use “Set Active Directory authentication” activity before.

Note: Activity reads information from member attribute. The member attribute is a multi-valued attribute that contains groups of which the user is a direct member, depending on the domain controller (DC) from which this attribute is retrieved

Get Active Directory groups where user is member

Thu, 24 Oct 2024 18:11:23 +0000

This activity returns collection of Get Active Directory groups where user is member. Supports

“Distinguished Name” or “Account Name” output format.

By default, activity uses the current user when authenticating. If you want to use custom authentication, use “Set Active Directory authentication” activity before.

Note: Activity reads information from memberOf attribute. The memberOf attribute is a multi-valued attribute that contains groups of which the user is a direct member, depending on the domain controller (DC) from which this attribute is retrieved:

Get user emails from Active Directory group

Thu, 24 Oct 2024 18:11:17 +0000

This activity extracts all emails from Active Directory vgroup and stores result in variable. If group includes sub-group, all users from sub-group will be extracted automatically.

You can use it to get email recipients from Active Directory group. The activity enumerates members of AD group, then extracts emails from members and returns a string with unique emails, concatenated by semicolon (“;”).

By default, activity uses the current user when authenticating. If you want to use custom

Delete group from Active Directory

Thu, 24 Oct 2024 18:11:10 +0000

This activity allows removing group from Active Directory.

If the group doesn’t exist, this method throws exception.

By default, activity uses the current user when authenticating. If you want to use custom authentication, use “Set Active Directory authentication” activity before.

SharePoint Workflow Designer Phrase

Delete this group name from this domain.

Parameters

Parameter	Description
this group name	Group name. Ex: “Administrators”, “DOMAIN\Administrators”,“Administrators@DOMAIN”
this domain	Optional. Domain name. You should enter domain name if user name without a domain, otherwise it will be calculated from the group name.

Create group in Active Directory

Thu, 24 Oct 2024 18:11:02 +0000

This activity allows creating group in Active Directory.

Activity creates group in Active Direcotry and initializes sAMAccountName properties.

AD Property Name	Value
sAMAccountName	group name.

By default, activity uses the current user when authenticating. If you want to use custom authentication, use “Set Active Directory authentication” activity before.

SharePoint Workflow Designer Phrase

Create in this path, new user with logon name this logon name, first name this first name, last name this last name and password this password.

Parameters

Parameter	Description
this active directory folder	Correct LDAP path to folder. Ex: “OU=TestOU,DC=yourdomain,DC=local”.Use Active Directory Explorer (http://technet.microsoft.com/en- us/sysinternals/bb963907.aspx) to get correct path.
this group name	Group name with domain. Ex: “Administrators”

Delete user from Active Directory

Thu, 24 Oct 2024 18:10:54 +0000

This activity allows removing user from Active Directory.

If the user doesn’t exist, this method throws exception.

By default, activity uses the current user when authenticating. If you want to use custom authentication, use “Set Active Directory authentication” activity before.

SharePoint Workflow Designer Phrase

Delete this user from this domain.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”Allowed multiple users or groups separated ';'. Ex: “domain\user1;domain\user2”
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

Remove all members from Active Directory group

Thu, 24 Oct 2024 18:10:46 +0000

This activity allows removing all members from Active Directory group.

By default, activity uses the current user when authenticating. If you want to use custom

authentication, use “Set Active Directory authentication” activity before.

SharePoint Workflow Designer Phrase

Remove all members from this group group in this domain.

Parameters

Parameter	Description
this group	Path to existing user group.Supported formats:Full LDAP path “CN= group,OU=Test,DC=yourdomain,DC=local”Simple path from root with domain “yourdomain\test\group” or “yourdomain/test/group”Simple path from root without domain “test\group” or “test/group”,domain will be resolved automatically.The logon name. Ex: “group”.Use Active Directory Explorer (http://technet.microsoft.com/en- us/sysinternals/bb963907.aspx) to get correct path.Supports multiple destination groups separated ';'.
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

Remove member from Active Directory group

Thu, 24 Oct 2024 18:10:39 +0000

This activity allows removing member from Active Directory group.

If the user or secure group doesn’t exist, this method does nothing.

Note: Allowed multiple users or groups separated ';'.

By default, activity uses the current user when authenticating. If you want to use custom authentication, use “Set Active Directory authentication” activity before.

SharePoint Workflow Designer Phrase

Remove member this member from this group group in this domain.

Parameters

Parameter	Description
this member	User login name. Ex: “user@domain”, “domain\user” or “user”Allowed multiple users or groups separated ';'. Ex: “user1; domain\user2”
this group	Path to existing user group.Supported formats:Full LDAP path “CN= group,OU=Test,DC=yourdomain,DC=local”Simple path from root with domain “yourdomain\test\group” or “yourdomain/test/group”Simple path from root without domain “test\group” or “test/group”,domain will be resolved automatically.The logon name. Ex: “group”.Use Active Directory Explorer (http://technet.microsoft.com/en- us/sysinternals/bb963907.aspx) to get correct path.

	Supports multiple destination groups separated ';'.
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

Add member to Active Directory group

Thu, 24 Oct 2024 18:10:31 +0000

This activity allows adding member to Active Directory group.

If the user or secure group exists, this method does nothing.

Note: Allowed multiple users or groups separated ';'.

By default, activity uses the current user when authenticating. If you want to use custom

authentication, use “Set Active Directory authentication” activity before.

SharePoint Workflow Designer Phrase

Add member this member to this group group in this domain.

Parameters

Parameter	Description
this member	User login name. Ex: “user@domain”, “domain\user” or “user”.Allowed multiple users or groups separated ';'. Ex: “user1; domain\user2”
this group	Path to existing user group.Supported formats:Full LDAP path “CN= group,OU=Test,DC=yourdomain,DC=local”Simple path from root with domain “yourdomain\test\group” or

	“yourdomain/test/group”Simple path from root without domain “test\group” or “test/group”,domain will be resolved automatically.The logon name. Ex: “group”.Use Active Directory Explorer (http://technet.microsoft.com/en- us/sysinternals/bb963907.aspx) to get correct LDAP path.Supports multiple destination groups separated ';'.
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

Create user in Active Directory

Thu, 24 Oct 2024 18:10:22 +0000

This activity allows creating user in Active Directory.

Activity creates user in Active Direcotry and initializes sAMAccountName, userPrincipalName, sn, givenName, displayName, userAccountControl properties. You can set additional properties via “Set user's custom attribute in Active Directory” activity.

AD Property Name	Value
sAMAccountName	Login property value without domain. userlogin@yourdomain.local
userPrincipalName	Login property value. userlogin@yourdomain.local
sn	LastName property value.
givenName	FirstName property value.
displayName	Auto. “[FirstName] [LastName]“
userAccountControl	ADS_UF_NORMAL_ACCOUNT\| ADS_UF_DONT_EXPIRE_PASSWD

By default, activity uses the current user when authenticating. If you want to use custom

authentication, use “Set Active Directory authentication” activity before.

Set Active Directory authentication

Thu, 24 Oct 2024 18:10:16 +0000

This activity allows defining Active Directory authentication information for all Active Directory activities below.

SharePoint Workflow Designer Phrase

Use user name this user, password this password when authentication the Active Directory client.

Parameters

Parameter	Description
this user	The user name to use when authenticating the client. Ex: “user@domain”,“domain\user”.
this password	Password

Set user's custom attribute in Active Directory

Thu, 24 Oct 2024 18:10:07 +0000

This activity allows setting user or secure group custom attribute in Active Directory. Special permissions are required to actually update information.

SharePoint Workflow Designer Phrase

Set this user this attribute to this value in this domain.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”Allowed multiple users or groups separated ';'. Ex: “user1; domain\user2”
this attribute	Attribute name
this value	Attribute value
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

By default, activity uses the current user when authenticating. If you want to use custom authentication, use “Set Active Directory authentication” activity before.

Get user's custom attribute from Active Directory

Thu, 24 Oct 2024 18:09:57 +0000

This activity allows receiving user’s or secure group custom attribute from Active Directory and stores result in variable.

If attribute does not exist, this method returns empty string.

SharePoint Workflow Designer Phrase

Get this user this attribute from this domain and store result in Variable: variable

Parameters

Parameter	Description
this user	User or secure group login name. Ex: “user@domain”, “domain\user” or “user”
this attribute	Attribute name
this domain	Optional. Domain name. You should enter domain name if user name without adomain, otherwise it will be calculated from the user name.

By default, activity uses the current user when authenticating. If you want to use custom authentication, use “Set Active Directory authentication” activity before. See “LDAP Attribute” table to determine the attribute name.

Get user's department from Active Directory

Thu, 24 Oct 2024 18:09:45 +0000

This activity allows receiving user’s department from Active Directory and stores result in variable.

If attribute does not exist, this method returns empty string.

SharePoint Workflow Designer Phrase

Get this user department from this domain and store result in Variable: varaible.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this domain	Optional. Domain name. You should enter domain name if user name without a domain, otherwise it will be calculated from the user name.

By default, activity uses the current user when authenticating. If you want to use custom

Get user's manager from Active Directory

Thu, 24 Oct 2024 18:09:38 +0000

This activity allows receiving user’s user manager from Active Directory and stores result in variable.

If attribute does not exist, this method returns empty string.

SharePoint Workflow Designer Phrase

Get this user manager from this domain and store result in Variable: varaible.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this domain	Optional. Domain name. You should enter domain name if user name without a domain, otherwise it will be calculated from the user name.

By default, activity uses the current user when authenticating. If you want to use custom

Get user's job title from Active Directory

Thu, 24 Oct 2024 18:09:29 +0000

This activity allows receiving user’s job title from Active Directory and stores result in variable.

If attribute does not exist, this method returns empty string.

SharePoint Workflow Designer Phrase

Get this user job title name from this domain and store result in Variable: varaible.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this domain	Optional. Domain name. You should enter domain name if user name without a domain, otherwise it will be calculated from the user name.

By default, activity uses the current user when authenticating. If you want to use custom

Get user's email from Active Directory

Thu, 24 Oct 2024 18:09:21 +0000

This activity allows receiving user’s email from Active Directory and stores result in variable.

If attribute does not exist, this method returns empty string.

SharePoint Workflow Designer Phrase

Get this user email from this domain and store result in Variable: varaible.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this domain	Optional. Domain name. You should enter domain name if user name without a domain, otherwise it will be calculated from the user name.

By default, activity uses the current user when authenticating. If you want to use custom

Get user's display name from Active Directory

Thu, 24 Oct 2024 18:09:05 +0000

This activity allows receiving user’s display name from Active Directory and stores result in variable.

If attribute does not exist, this method returns empty string.

SharePoint Workflow Designer Phrase

Get this user display name from this domain and store result in Variable: varaible.

Parameters

Parameter	Description
this user	User login name. Ex: “user@domain”, “domain\user” or “user”
this domain	Optional. Domain name. You should enter domain name if user name without a domain, otherwise it will be calculated from the user name.

By default, activity uses the current user when authenticating. If you want to use custom

Send HTTP Post

Thu, 24 Oct 2024 18:08:50 +0000

The Send HTTP Post activity allows you to send HTTP POST requests to a specified URL, supporting both HTTP and HTTPS protocols. This activity operates under the permissions of the SharePoint account executing the request.

SharePoint Workflow Designer Phrase

Send HTML Post to this url with these headers and this post data.

Parameters

Parameter	Description
this url	The web URL to which the HTTP POST request is sent. For example: `http://mysite/default.aspx`
these headers	HTTP headers to include in the request. For more information, refer to RFC 2616 Section 14.
this post data	The HTTP POST message body. For details, see RFC 2616 Section 4.3.

Note: This activity can also be used to interact with SMS gateways via HTTP/S or to invoke web service methods.

Receive HTML

Thu, 24 Oct 2024 18:08:44 +0000

This activity retrieves HTML content from a specified URL and stores it in a variable. Both HTTP and HTTPS requests are supported, and the activity impersonates the SharePoint account when making the request.

SharePoint Workflow Designer Phrase

Receive HTML content from this url and store in Variable: variable

Parameters

Parameter	Description
this url	The web URL from which to retrieve HTML content. For example: `http://mysite/default.aspx`

Note: This method can also be utilized to interact with SMS gateways via HTTP/S or to invoke web service methods.

Web Request

Thu, 24 Oct 2024 18:08:38 +0000

The Web Request activity enables SharePoint to interact with external systems by making web requests to specified Uniform Resource Identifiers (URIs). This activity supports various HTTP methods and can operate under specified user credentials.

SharePoint Workflow Designer Phrase

"Send Web Request to [this URL] using [HTTP method] with [these headers] and [this request] in [Text/SharePoint File]mode. Use [this user] and [this password] credentials. Store response in [response] and HTTP status in [http_status]."

Send Mailchimp request activity

Thu, 24 Oct 2024 18:08:31 +0000

Workflow phrases

Parameters

Input parameters

Parameters	Description	Example
this URL	The absolute URL of the Mailchimp API endpoint you wish to access.	Audience lists: `https://<dc>.api.mailchimp.com/3.0/lists` Campaign reports: `https://<dc>.api.mailchimp.com/3.0/reports` Replace `<dc>` with your specific data center prefix (e.g., `us8`).
Method	The HTTP method to use for the request, such as `GET`, `POST`, or `PUT`.
this API key	Your Mailchimp account's API key, used for authentication.
these headers	HTTP headers to include in the request.	For example, to set the content type to JSON: `Content-Type: application/json`
this request	Parameters formatted as JSON, containing the data you want to send. For instance, to create a new audience list:	{ "name": "Your List Name", "contact": { "company": "Your Company", "address1": "123 Main St", "address2": "", "city": "Anytown", "state": "CA", "zip": "12345", "country": "US", "phone": "555-555-5555" }, "permission_reminder": "You're receiving this email because you signed up for updates.", "campaign_defaults": { "from_name": "Your Name", "from_email": "you@example.com", "subject": "Default Subject", "language": "EN" }, "email_type_option": true }
To XML	Option to convert response data to XML (`Yes` or `No`).	To create a new audience list, you might send a `POST` request to `https://<dc>.api.mailchimp.com/3.0/lists` with the appropriate headers and JSON-formatted body as shown above.

Example

Convert text to upper, lower, title case

Thu, 24 Oct 2024 18:07:58 +0000

This activity converts text to upper, lower or title case.

SharePoint Workflow Designer Phrase

Convert this text to Upper case and store in variable

Parameters

Parameter	Description
this text	Original text
Upper	Case format:UpperLowerTitleAutomatic

Converts Base64 to Text

Thu, 24 Oct 2024 18:07:51 +0000

This activity converts Base64 string in to text string using specified encoding.

SharePoint Workflow Designer Phrase

Converts this base64 text Base64 to Text using Default encoding and store result in variable.

Parameters

Parameter	Description
this base64 text	Base64 string
Default	Encoding: - Default - current ANSI code page - ASCII - ASCII (7-bit) character set - Big Endian Unicode - UTF-16 format that uses the big endian byte order - Unicode - UTF-16 format using the little endian byte order - UTF32 - UTF-32 format using the little endian byte order - UTF7 - UTF-7 format - UTF8 - UTF-8 format

Converts Text to Base64

Thu, 24 Oct 2024 18:07:45 +0000

This activity converts text in to Base64 string using specified encoding.

SharePoint Workflow Designer Phrase

Converts this text to Base64 using Default encoding and store result in variable.

Parameters

Parameter	Description
this text	Original text
Default	Encoding: - Default - current ANSI code page - ASCII - ASCII (7-bit) character set - Big Endian Unicode - UTF-16 format that uses the big endian byte order - Unicode - UTF-16 format using the little endian byte order - UTF32 - UTF-32 format using the little endian byte order - UTF7 - UTF-7 format -UTF8 - UTF-8 format

Converts Number to Text

Thu, 24 Oct 2024 18:07:19 +0000

This activity converts the value of the current Number object to its equivalent string representation using the specified format.

SharePoint Workflow Designer Phrase

Converts Integer number 0 to text with this format and store result in variable.

Parameters

Parameter	Description
Integer	Number FormatIntegerFloat
0	Number variable
this format	Numeric format string.

For more information about numeric format specifiers, see Standard Numeric Format Strings and

Custom Numeric Format Strings.

Converts Number to Hex Text

Thu, 24 Oct 2024 18:07:11 +0000

This activity converts the number to a string of hexadecimal digits.

SharePoint Workflow Designer Phrase

Converts 0 to Hex text and store result in hex text.

Parameters

Parameter	Description
0	The source number
hex text	An output text.

Decode Web Text

Thu, 24 Oct 2024 18:07:03 +0000

This activity provides methods for decoding URLs when processing Web requests.

Supported Encoders:

Encoder	Description
Url Decoder	Converts a string that has been encoded for transmission in a URL into a decoded string. If characters such as blanks and punctuation are passed in an HTTP stream, they might be misinterpreted at the receiving end. URL encoding converts characters that are not allowed in a URL into character- entity equivalents; URL decoding reverses the encoding. For example, when embedded in a block of text to be transmitted in a URL, the characters < and> are encoded as %3c and %3e.
Html Decoder	Converts a string that has been HTML-encoded for HTTP transmission into adecoded string. If characters such as blanks and punctuation are passed in

an HTTP stream, they might be misinterpreted at the receiving end. HTML encoding converts characters that are not allowed in HTML into character- entity equivalents; HTML decoding reverses the encoding. For example, when embedded in a block of text, the characters < and > are encoded as < and > for HTTP transmission.

Encode Web Text

Thu, 24 Oct 2024 18:06:57 +0000

This activity provides methods for encoding URLs when processing Web requests.

Supported Encoders:

Encoder	Description
Url Encoder	Encodes a URL string. If characters such as blanks and punctuation are passed in an HTTP stream, they might be misinterpreted at the receiving end. URL encoding converts characters that are not allowed in a URL into character-entity equivalents; URL decoding reverses the encoding. For example, when embedded in a block of text to be transmitted in a URL, thecharacters < and > are encoded as %3c and %3e.
Url Path Encoder	Encodes the path portion of a URL string for reliable HTTP transmission from the Web server to a client. URL encoding ensures that all browsers will correctly transmit text in URL strings. Characters such as ?, &, /, and spaces may be truncated or corrupted by some browsers so those characters must be encoded in <A> tags or in query strings where the strings may be re-sentby a browser in a request string.
Html Encoder	Converts a string to an HTML-encoded string. If characters such as blanks and punctuation are passed in an HTTP stream, they might be misinterpreted at the receiving end. HTML encoding converts charactersthat are not allowed in HTML into character-entity equivalents; HTML

	decoding reverses the encoding. For example, when embedded in a block of text, the characters < and > are encoded as < and > for HTTPtransmission.
Html Attribute Encoder	Minimally converts a string into an HTML-encoded string. method convertsonly quotation marks ("), ampersands (&), and left angle brackets (<) to equivalent character entities.

Note: You can encode a URL using with the Url Encoder or the Url Path Encoder. However, the methods return different results. The Url Encoder converts each space character to a plus character (+). The Url Path Encoder converts each space character into the string "%20", which represents a space in hexadecimal notation. Use the Url Path Encoder method when you encode the path portion of a URL in order to guarantee a consistent decoded URL, regardless of which platform or browser performs the decoding.

Join Text

Thu, 24 Oct 2024 18:06:50 +0000

This activity concatenates a specified separator between each element of a specified array.

SharePoint Workflow Designer Phrase

Joins this items using this separator and store in Variable: variable.

Parameters

Parameter	Description
this items	An array of String.
this separator	An item separator.
variable	This activity will place string result into an output variable

Split Text

Thu, 24 Oct 2024 18:06:41 +0000

This activity returns a string array (store in variable) that contains the substrings in this string that are delimited by elements of a specified string array.

SharePoint Workflow Designer Phrase

Splits this text using this delimiter and store in Variable: variable.

Parameters

Parameter	Description
this text	Original text
this delimiter	A string that delimit the substrings. Multi delimiters are supported, use new line(\r\n) to insert additional delimiters.

variable

This activity will place an array of string result into an output variable

Substring Text

Thu, 24 Oct 2024 18:06:37 +0000

This activity allows extracting substring from the text and store result in variable.

You should specify the zero-based starting character position of a substring in this instance and the number of characters in the substring, if length is -1, length will be ignored.

SharePoint Workflow Designer Phrase

Extract substring from this text, starts at 0, length -1 and store in Variable: variable.

Parameters

Parameter	Description
this text	Original text
start index	The zero-based starting character position of a substring in this instance.
length	The number of characters in the substring. Set -1 to ignore length.
variable	This activity will place result into an output variable

Trim Text

Thu, 24 Oct 2024 18:06:28 +0000

This activity allows removing white-space characters from the text and store result in variable.

The activity can remove leading, trailing and leading and trailing white-space characters.

SharePoint Workflow Designer Phrase

Removes leading and trailing white-space characters from this text and store in Variable: variable.

Parameters

Parameter	Description
leading and trailing	Trim mode. Supported: leading and trailing, only leading and only trailing modes
this text	Original text
variable	This activity will place result into an output variable

Translate Text (Powered by Microsoft translator)

Thu, 24 Oct 2024 18:06:22 +0000

This activity allows translating text and store result in variable. Powered by Bing Microsoft translator.

SharePoint Workflow Designer Phrase

Translate this text from Auto-detect to choose using Bind developer AppId and store result in Variable: variable

Parameters

Parameter	Description
this text	Original text
Auto-detect	Original text language. Default value is “Auto-detect”, activity will try resolveoriginal language automatically.
choose	Destination text language.
Bind developerAppId	The AppID parameter is a value that enables the API to validate that a request isfrom a registered Bing application developer.
variable	This activity will place result into an output variable

Note: Getting an AppID is a straightforward process. First, go to the Bing Developer Center (http://www.bing.com/developers/appids.aspx) and sign in with your Windows Live ID. After signing in, you will be presented with a link to create a new AppID. Click the link, then supply basic information about your application and review the Terms of Use. After you have supplied the information and reviewed the Terms of Use, you will be presented with an AppID.

Translate Text (Powered by Google translator)

Thu, 24 Oct 2024 18:06:13 +0000

This activity allows translating text and store result in variable. Powered by online Google translator.

SharePoint Workflow Designer Phrase

Translate this text from Auto-detect to choose and store result in Variable: variable

Parameters

Parameter	Description
this text	Original text
Auto-detect	Original text language. Default value is “Auto-detect”, activity will try resolveoriginal language automatically.
choose	Destination text language.
variable	This activity will place result into an output variable

Supported Languages

Go to http://translate.google.com to view Languages available for translation

Format Field Value

Thu, 24 Oct 2024 18:06:06 +0000

This activity uses the composite formatting feature of the .NET Framework to convert the value of an object to its text representation and embed that representation in a string.

SharePoint Workflow Designer Phrase

Format this field with this format and store in Variable: variable.

Parameters

Parameter	Description
this field	The current list item field
this format	.NET Framework format. Ex: “d” for date time field returns short date format “4/17/2006”
variable	This activity will place result into an output variable

Validate Text

Thu, 24 Oct 2024 18:05:57 +0000

This activity allows validating that string matches a regular expression pattern and stores logical result in variable.

SharePoint Workflow Designer Phrase

this text matches this regular expression pattern and store in Variable: variable.

Parameters

Parameter	Description
this text	The string to search for a match.
this regular expression pattern	Regular expression pattern. Look Regular Expression for more information
variable	This activity will place result into an output variable

Replace Text

Thu, 24 Oct 2024 18:05:51 +0000

This activity replaces all strings that match a regular expression pattern with a specified replacement string and stores result in variable.

SharePoint Workflow Designer Phrase

Find this regular expression pattern in this text, replace with this replacement and store in Variable: variable.

Parameters

Parameter	Description
this regularexpression pattern	Regular expression pattern. Look Regular Expression for more information
this text	The string to search for a match.
this replacement	The replacement string
variable	This activity will place result into an output variable

Capture all occurrences of text

Thu, 24 Oct 2024 18:05:42 +0000

This activity searches the specified input string for all occurrences of a regular expression and store result in to array.

You can use "Join text" activity to create single string from captured items.

SharePoint Workflow Designer Phrase

Capture all occurrences of this regular expression pattern from this text and store in Variable: variable.

Parameters

Parameter	Description
this regularexpression pattern	Regular expression pattern. Look Regular Expression for more information
this text	The string to search for a match
variable	This activity will place results into an output variable

Capture text

Thu, 24 Oct 2024 18:05:37 +0000

This activity Searches the specified input string for an occurrence of the regular expression and stores result in to text variable.

SharePoint Workflow Designer Phrase

Capture this regular expression pattern from this text and store in Variable: variable.

Parameters

Parameter	Description
this regularexpression pattern	Regular expression pattern. Look Regular Expression for more information
this text	The string to search for a match
variable	This activity will place result into an output variable

Receive Email

Thu, 24 Oct 2024 18:05:07 +0000

This activity allows receiving an email from Pop3 server and stores sender, recipient, subject and body to variables.

If Pop3 server field is empty, activity will use default site outbound mail service.

SharePoint Workflow Designer Phrase

Receive email from this host, port this port, secure connection type None, login this user and password this password. Store email sender in sender, recipient in recipient, subject in subject and html body in body.

Parameters

Parameter	Description
this host	Optional. POP3 Server host. If POP3 server field is empty, activity will use default site outbound mail service
this port	POP3 Server port. Default value is 110.
None	Secure connection type. Supports: None, SSL and TLS
this user	Optional. POP3 user account
this password	Optional. POP3 user password
sender	This activity will place sender email into an output variable
recipient	This activity will place recipient email into an output variable
subject	This activity will place email subject into an output variable
body	This activity will place email body into an output variable

Set Smpt server settings

Thu, 24 Oct 2024 18:05:00 +0000

This activity allows defining SMTP server connection settings for all “Send Email …” activities below. SSL and TLS Smtp connections are supported.

SharePoint Workflow Designer Phrase

Use Smtp server this host port 25, secure connection type None, login this user and password this password when sending email.

Parameters

Parameter	Description
this host	Name or IP address of the host computer used for SMTP transactions.
25	Optional. The port to be used on host. Default value is 25
None	Optional. Secure connection type. Supports: None, SSL and TLS.
this user	Optional. SMTP user account
this password	Optional. SMTP user password. If password field is empty, authentication isskipped.

Forward Email

Thu, 24 Oct 2024 18:04:53 +0000

This activity allows forwarding the attached email file in EML format (EML file is plain text in MIME format, containing the e-mail header as well as the message contents and attachments) from selected list item.

The activity tries finding email (file with .eml extension) in either list item attachments or file library file. The activity modifies only recipients, sender and subject headers. The email body and attachments are the same, the activity don’t add any modifications.

Send Email with Attachments

Thu, 24 Oct 2024 18:04:46 +0000

This activity allows sending html formatted email emails with multiple attachments via Smtp server. Attachments multiline text field supports url and local disk path. Both http and https requests are supported. Activity impersonates SharePoint account when getting file.

SharePoint Workflow Designer Phrase

Send email to this address, blind carbon copy to this address, display this address as sender and include this attachments

Parameters

Parameter	Description
this address	Email message and destination email address
this address	Optional. Blind carbon copy
this address	Sender email address
this attachments	Attachment list. Attachment can be either file path or web link.

By default, activity uses the default site outbound mail service. If you want to use custom SMTP Server

Send Email with Http File Attachment

Thu, 24 Oct 2024 18:04:36 +0000

This activity allows sending html formatted email emails with attachment retrieved using a web request via Smtp server. Executing Reporting Services report and sending it as an attachment from within SPD

workflow would be one such example. Request url is fully customizable and can include workflow variables. Both http and https requests are supported. Activity impersonates SharePoint account when getting file.

SharePoint Workflow Designer Phrase

Send email to this address, blind carbon copy to this address, display this address as sender and download this file name as attachements from this url

Send Email with List Item Attachment

Thu, 24 Oct 2024 18:04:29 +0000

This activity allows sending html formatted email with list item attachments and document library content as files attached to an email via Smtp server.

SharePoint Workflow Designer Phrase

Send email to this address, blind carbon copy to this address, display this address as sender and include all files attached to this item as attachments in the email.

Parameters

Parameter	Description
this address	Email message and destination email address
this address	Optional. Blind carbon copy
this address	Sender email address
this item	Current list item

By default, activity uses the default site outbound mail service. If you want to use custom SMTP Server

Send Email

Thu, 24 Oct 2024 18:04:17 +0000

This activity allows sending html formatted email via Smtp server.

SharePoint Workflow Designer Phrase

Send email to this address, blind carbon copy to this address, display this address as sender and include all files attached to this item as attachments in the email.

Parameters

Parameter	Description
this address	Email message and destination email address
this address	Optional. Blind carbon copy
this address	Sender email address

By default, activity uses the default site outbound mail service. If you want to use custom SMTP Server

settings, use “Set Smtp server settings” activity before.

Send Xmpp (Jabber, GTalk) Instant message

Thu, 24 Oct 2024 18:04:03 +0000

This activity allows sending a new Xmpp (Jabber, GTalk) instant message to specified user.

If Xmpp (Jabber) server field is empty, activity will resolve it by sender account.

SharePoint Workflow Designer Phrase

Send Xmpp (Jabber) instant messsage this message to this jid by logging on to this server with this this jid and this password.

Parameters

Parameter	Description
this message	Xmpp (Jabber) Message
this jid	Destination Xmpp (Jabber) account
this server	Optional. If Xmpp (Jabber) server field is empty, activity will resolve it by sender account.
this jid	Sender Xmpp (Jabber) account
this password	Sender Xmpp (Jabber) account password

Send SMS via SmsCountry Bulk SMS Gateway

Thu, 24 Oct 2024 18:03:12 +0000

This activity allows sending a single SMS message to a specified phone number via the SmsCountry Bulk SMS Gateway.

Before using this activity, you should:

Register on SmsCountry: Visit www.smscountry.com and sign up for an account.
Obtain API Access:

After logging in, navigate to the API section to access your API credentials.
Ensure you have the following information ready:
- User: Your SmsCountry account username.
- Password: Your SmsCountry account password.
- Sender ID: An approved Sender ID (optional but recommended).

3. Review API Documentation: Familiarize yourself with SmsCountry's API documentation to understand the parameters and methods required for sending SMS messages.

Send SMS via Clickatell Bulk SMS Gateway

Thu, 24 Oct 2024 18:03:06 +0000

This activity allows sending a single SMS message to a specified phone number via the Clickatell Bulk SMS Gateway.

Before using this activity, you should:

Register on Clickatell: Visit www.clickatell.com and sign up for an account.
Create an API Integration:

After logging in, navigate to My Workspace and select API Integrations.
Click on Create New Integration and choose the appropriate API type (e.g., HTTP API or REST API).
Complete the setup wizard to generate your unique API Key, which will be used for authentication.

3. Configure Your Sender ID (Optional):

Send SMS via SMPP server

Thu, 24 Oct 2024 18:02:59 +0000

Message Length Considerations:

While the traditional SMS message length is 160 characters for GSM-7 encoding, it's important to note that when using UCS-2 encoding (which supports a broader range of characters), the maximum length is 70 characters. If your message exceeds these limits, it will be segmented and sent as multiple messages, which may incur additional costs. Open Market

SMPP Parameters:

Source Address (Sender ID): Ensure that the source phone number (Sender ID) complies with the regulations of the destination country. Some countries have specific requirements or restrictions regarding Sender IDs.
Address Range: This parameter is optional and typically used to specify a range of addresses the ESME (External Short Message Entity) is authorized to bind to. If not required by your SMPP provider, it can be omitted.
System ID and Password: These credentials are provided by your SMPP service provider and are essential for authenticating your connection to their server.

Security Considerations:

Send SMS via Microsoft Office Mobile Service Protocol

Thu, 24 Oct 2024 18:02:51 +0000

This activity allows sending a single, long SMS message to a specified phone number(s) via the Microsoft Office Mobile Service (OMS) protocol.

Before using this activity, please follow these steps:

Register for a Text Message (SMS) Service with a compatible service provider. Contact your provider for current options.
Gather the following information to provide valid values for the activity:

User: (your username)
Password: (your password)
Sender ID: (optional, depending on provider settings)

SharePoint Workflow Designer Phrase

Send SMS this message to this phone number. Use Office Mobile Service server this url, user this user, and password this password.

Set User Token

Thu, 24 Oct 2024 18:02:37 +0000

This activity allows running Virto SharePoint Workflow Activities from a custom user account (not the System Account) in the Current Step.

Note: By default, Virto SharePoint Workflow Activities run under the System Account. If you want to use a custom user context, add the “Set User Token” activity in the current step above any activity from the Virto SharePoint Workflow Activities Kit. All activities following “Set User Token” in the current step will be executed from the specified user account.

Activating Activities Kit for Workflow Platform 2013

Thu, 24 Oct 2024 18:01:37 +0000

When the installation process is complete, go to “Application Management” –> “Manage web applications”

Select desired web application (usually it's Sharepoint - 80 or Sharepoint - 443) and press “Manage

Features” button.

And activate the feature.

If you have a non-English installation of SharePoint, you may have to copy to copy VirtoWorkflow.ACTIONS from [SP HiVE]\TEMPLATE\1033\Workflow to [SP HiVE]\TEMPLATE\"YOUR LCID"\Workflow.

Expected Outage

Thu, 24 Oct 2024 17:57:24 +0000

The expected outage time ranges from 2 minutes to several hours, depending on your hardware and the number of SharePoint sites. We recommend that all VirtoSoftware users schedule the upgrade for a weekend.

Operating System

Thu, 24 Oct 2024 17:56:31 +0000

Microsoft Windows Server 2003, 2008, 2012, 2016, 2019, 2022

Changing Percent Complete

Wed, 23 Oct 2024 19:31:00 +0000

If percent complete field is added (please, check the data source settings), you can easily change percent complete right in the chart. Just drag and drop the percentage to required value.

Changing Task Duration

Wed, 23 Oct 2024 19:30:51 +0000

With Virto Resource Manager users can change task duration with drag and drop feature. Just drag start or end of a task to a required date and drop it.

End date will be changed. The same changes will be applied in a source SharePoint list.

Moving tasks

Wed, 23 Oct 2024 19:30:43 +0000

You can change task start date and end date right on the chart by simple moving. Drag and drop tasks to appropriate dates.

Start and end dates of the task will be changed. The same changes will be applied in the source SharePoint list.

Scroll to Today

Wed, 23 Oct 2024 19:30:37 +0000

If you need to scroll chat view to the current date, simply click “Scroll to today”.

Task filters and sorting options

Wed, 23 Oct 2024 19:30:29 +0000

You can use the filter bar to show only tasks according to your request.

You may sort tasks in ascending and descending order. Clicking on a column in the left part of chart which you wish to sort. For example, sort tasks by the due date.

Creating a task

Wed, 23 Oct 2024 19:30:21 +0000

Virto SharePoint Resource Manager allows users to create tasks right in the app. The same changes will be applied in the source SharePoint list.

Click “Add new task” button to create a new task.

Note: If you apply “ReadOnly” permission to a chart, the “Add new task” button is hidden.

Specify the task name and fill in the fields of the edit form (you can select these fields in the Resource settings). New task will appear in the chart.

Timescales

Wed, 23 Oct 2024 19:30:14 +0000

Choose the appropriate timescale using dropdown menu: “Hours”, “Quarter Days”, “Days”, “Weeks”, “Thirds of Months”, “Months”, “Quarters”, “Half Years”.

Use navigation arrows to switch back and forward in the chosen timeline.

Or choose the date in the date picker to see the tasks planned for it.

Virto Resource Manager app supports scrolling with mouse wheel in the Gantt chart, which is equivalent to arrow click on the scrollbar.

Subscription

Wed, 23 Oct 2024 19:29:53 +0000

To check the subscription status, switch to the page edit mode and open the “Subscription” tab.

Users

Wed, 23 Oct 2024 19:29:41 +0000

Switch to the page edit mode and find the “Users” tab. It contains the list of app administrators with full permission.

The App Administrators have the rights to:

edit charts and resources (chosen users can manage lists that are available for them according to their access level predefined in SharePoint permissions);
set default chart;
edit subscription;
edit App Administrators list.

The user who added the app receives the App Administrator status for this app automatically. This user can add other administrators.

Available resources: how to add a new resource

Wed, 23 Oct 2024 19:29:34 +0000

Switch again to the edit page mode.

Now open the “Available resources” tab. Here is the list of your existing resources, you may add, edit, and delete them. Each resource uses a SharePoint list as data source.

Click “Add SharePoint resource list” to add a new resource.

Specify the resource name. Then type URL of the site which contains the SharePoint where you plan to take data from.

Available charts: how to create a new chart

Wed, 23 Oct 2024 19:29:23 +0000

Switch to the “Available charts” tab to add a new chart. If you already have charts tuned on the current SharePoint site, you will see the list of existing charts.

If “Is default” checkbox is chosen, the selected chart will be displayed on app site pages without selected chart ID. It will open after a click on the app icon on the Site Contents page.

Click “Add new chart”.

How to Add Resource Manager to Teams

Wed, 23 Oct 2024 19:29:03 +0000

Select the app and click Add to Teams.

On the next step, please go to SharePoint Admin Center Teams (Apps — Admin).

Now find the Teams admin center. Make sure you have Teams administrator permission.

In the Teams Admin center, find Teams Apps — Manage Apps and find the Resource Manager App approved by the SharePoint administrator. Allow it.

Click on the app name and click Allow. Now when Teams users of your organization go to Apps they can see the Resource Manager App in the list of available apps.

Adding App to a SharePoint site

Wed, 23 Oct 2024 19:28:40 +0000

You can use Resource Manager app on a separate page (just click the link in the Site contents then), or add it as a web part to a SharePoint site page.

Navigate to the SharePoint site where you need to add the Resource Manager app and switch to the edit page mode.

Click the plus in the part of the page where you’re going to add the app and then “Add a new web part”.

First start

Wed, 23 Oct 2024 19:28:14 +0000

Click on Office 365 Resource Manager icon to open the app.

You will be redirected to a page with Resource Manager overview and 2 buttons to create a first chart.

Note: the first user who added a chart gets the Administrator permission for this app. See more in the “Users” section.

The “Create demo chart” button automatically adds a new resource and creates a chart, which will be used as default chart until you set another chart as default.

Operating System

Wed, 23 Oct 2024 19:27:50 +0000

SharePoint Online / Office 365

Save

Wed, 23 Oct 2024 18:17:09 +0000

Click “Save” to save settings and finish adjustment of a chosen form.

Then go back to the SharePoint page with chosen list. New form will appear in all the designed item views of the chosen list.

HTML

Wed, 23 Oct 2024 18:16:35 +0000

You can create any interactive HTML-based controls in the form field.

Image

Wed, 23 Oct 2024 18:16:25 +0000

The SharePoint Forms for Office 365 app allows you to add images to your SharePoint form. You need to paste the image address in the “URL” field.

You can add custom CSS styles to the images as well.

Rich Text

Wed, 23 Oct 2024 18:16:17 +0000

Type your text and optionally change its style rich text formatting. You can add a link to the text as well.

Button

Wed, 23 Oct 2024 18:16:04 +0000

With this function, you can execute a JavaScript event by a click on this added button.

You can customize the button appearance with the CSS styles.

Hyperlink

Wed, 23 Oct 2024 18:15:55 +0000

You can add links to your SharePoint Forms. Pick “Hyperlink” in the list of controls and drop it to the form.

In the block of hyperlink properties, you can define the following settings:

a link name in the format as follows: http://yoursite;
label text of hyperlink;
font size (optional). Choose text size from dropdown or with slider. Define font weight and style;
font color.

Panel

Wed, 23 Oct 2024 18:15:47 +0000

A panel can contain any other controls, including accordions, tabs, and other panels.

You can also define security permissions for the panel the same way as for tabs and accordions.

Accordions

Wed, 23 Oct 2024 18:15:38 +0000

An accordion may contain any other controls, including other accordions and tabs.

Accordion, tab, and panel have additional field ID. This code is used, when you enhance your forms with build-in JavaScript editor.

To add more accordions to the existing form, click “Add section” and type the name of it.

To remove the accordion section, click delete icon of a chosen row.

You Cal also define security permissions for the accordion sections.

Tabs

Wed, 23 Oct 2024 18:15:25 +0000

You can create multiple tabs to optimize your SharePoint form view. To add more tabs, click “Add section” and type tab title in the control properties.

To remove a tab, use delete icon.

Then save changes to display created tabs.

All the tabs may contain any other controls, including other tabs and accordions.

Adding New Form

Wed, 23 Oct 2024 18:14:34 +0000

Go to a required list in your SharePoint and switch to “Library” or “List” tab. Click on Forms Designer icon on the ribbon. SharePoint Forms for Office 365 will be opened in the new window.

On the page of Virto SharePoint Forms for Office 365 you can create a form view for a folders structure or create a form view for list items in a SharePoint library.

You can define the form for a list item or folder:

Create and Edit Virto Forms Permissions

Mon, 21 Oct 2024 11:27:43 +0000

When you have permission to add and customize pages in SharePoint (see the instruction above), you can run Virto Forms Designer from an icon on the ribbon or Site Contents.

Open the forms designer settings Click on the button “Users” on the Virto Forms Designer ribbon.

The site administrator who added the add-in to current site collection is displayed in the list automatically. Users with site administrator permissions can’t be deleted from this list.

Using SharePoint Designer on the Root Site Collection

Mon, 21 Oct 2024 11:27:32 +0000

Even if a user has full control permission on the root site, he may not have permission to add and save SharePoint Forms Designer Add-in to SharePoint root site collection. This permission behavior can vary from tenant to tenant.

To check the user permission, open “Site Settings”, then select “Site Permissions” under the “Users and Permissions” block.

Here you can check the user or group permissions for the root site. If you can`t add and customize pages, you can`t add and save SharePoint Forms Designer to the root collection as well. This issue with add-in saving doesn`t appear on subsites.

Installing Virto Forms App for Microsoft 365

Mon, 21 Oct 2024 11:26:10 +0000

Add the Virto Forms Designer from Microsoft Sharepoint Store.
The app will appear in the Admin Center at https://[your domain].sharepoint.com/sites/appcatalog and on the ribbon.

App catalog

App on the ribbon

3. When you click the app icon, the following dialog window will appear:

4. Run the specified command via PowerShell, or refer to this article to make the settings permanent.

5. Now you are ready to create custom forms in SharePoint, or by visiting https://forms-app.virtosoftware.com.

Key Features

Mon, 21 Oct 2024 11:20:59 +0000

Create & Edit SharePoint List Forms – Easily build and modify forms tailored to SharePoint lists.
Drag-and-Drop Form Builder – Design item form views effortlessly with a user-friendly interface.
Customizable Form Layouts – Modify structures and design layouts to meet business needs.
Grouping Fields into Tabs & Accordions – Organize form content for better user experience.
Pre-built Structure Templates – Use ready-made templates for forms, fields, and sections.
Conditional Logic – Show or hide fields dynamically based on user input.
Seamless SharePoint Integration – Automatically sync data with SharePoint lists.
User Permissions & Access Control – Define who can view, edit, or submit forms.

With Virto Form Designer, you can create professional, structured forms in minutes, making SharePoint data entry easier and more efficient.

How to Grant Access to Virto Calendar App for External Users

Wed, 16 Oct 2024 09:47:58 +0000

The best way to give access to your Virto calendar is through SharePoint. You can add an external user to your SharePoint site and provide them access to view or edit the calendar there.

First, go to the SharePoint site you want to share.

Once there, click the "Members" button.

Then, click "Add members". Find the "go to Outlook" hint In the pop-up and click on it.

In your Outlook that opens, click "See all members."

List of Available SharePoint Data Sources

Wed, 16 Oct 2024 09:46:57 +0000

All available data sources for a Virto calendar are listed in the “Available SharePoint data sources” tab. You can use them to create various combinations of data sources in different calendars.

The list of SharePoint data sources added to a Virto calendar is sorted in alphabetical order by default. You can change the default order by using the arrows or check the box “Use the exact data source order” to show data sources in order of creation.

Adding a New Data Source

Wed, 16 Oct 2024 09:46:48 +0000

This guide shows you how to add a new calendar from a SharePoint list.

First, click the calendar name.

Calendar name in the upper left corner.

Choose one of two options in the “General” tab: “Add existing data source” or “Create new SharePoint data source.”

Add existing data source

If you add an existing data source, choose a SharePoint list from the drop-down list.

You can also find all the available lists displayed in this drop-down list in the "Available SharePoint data sources" tab.

Second Level: Virto Calendar App Permissions Settings

Wed, 16 Oct 2024 09:46:08 +0000

To access the Virto Calendar App permissions settings, click the cog icon in the upper right corner and click “Settings.”

Then, click the “Permission” tab.

Here, you will find three categories of permission settings: tenant, a current site, and user permissions.

Check the first box in the first set in case you wish to make calendars and data sources accessible on the particular site collection where they were created.

First Level: SharePoint Permissions Settings

Wed, 16 Oct 2024 09:45:58 +0000

Each SharePoint list and event list has its "Permissions for this list" settings. Here is how you can find them:

By default, the settings for each list are inherited from the general settings of the current site. Information about this appears in a yellow window when you go to settings. If you click on the name of the site whose permissions inherit the selected sheet, you will be brought to the permissions settings of that site.

Technical Support

Wed, 16 Oct 2024 09:44:19 +0000

Our global team of certified specialists is available 24/7/365 to assist with advanced configurations, integrations, and optimizations.

Book a free 15-minute meeting with the technical team for any setup or configuration issues.

Product support and technical questions:

Submit a support ticket
Write us: support@virtosoftware.com
Call us: +1 (877) 892-7775 (from 9 am-5 pm M-F PST)

Data Security and Compliance

Wed, 16 Oct 2024 09:44:04 +0000

Our data architecture and security protocols fully comply with Microsoft's stringent data protection standards, as evidenced by our Microsoft 365 App Certification for Virto Calendar App. Our implementation adheres to industry best practices for data encryption, access control, and audit logging.

Please refer to our Security FAQ for a comprehensive overview of our security measures, including details on our multi-tenant isolation strategy and data residency options.

For in-depth technical specifications and compliance documentation, consult the official Microsoft 365 App Certification Documentation for Virto Calendar. This resource provides insights into our adherence to Microsoft's security and compliance frameworks.

Resetting Authorization and Permissions

Wed, 16 Oct 2024 09:43:56 +0000

If you install the app and skip the checkbox "Consent on behalf of your organization," or if anything went wrong and you need to reset the authorization and permissions, follow these steps:

Use the browser incognito mode and log in to your Azure portal.
Go to Azure Active Directory > Enterprise applications > Virto Apps.
Delete the Virto Apps.
Return to the installed Virto Calendar App on SharePoint or Teams.
Repeat the "Authorization and Permissions" steps.

Click here to read more about Virto Apps.

Common Issues

Wed, 16 Oct 2024 09:43:43 +0000

Permission Issues: Ensure that the necessary permissions are granted through Azure AD.
App Errors: Try reinstalling the app if errors persist.

Step 2: App Authorization and Permission

Wed, 16 Oct 2024 09:42:19 +0000

This step should be performed by a Tenant Administrator only.

Please follow these instructions to complete this step.

Step 1: Install Virto Calendar App

Wed, 16 Oct 2024 09:42:09 +0000

Step 1: From Microsoft AppSource:

Go to Microsoft AppSource.
Search for “Virto Calendar.”
Click “Get it now” and follow the prompts to install the app.

Step 2: Add the app to the desired SharePoint page or Microsoft Teams

Step 2.1: For SharePoint Online:

Open the SharePoint site where you’d like to add Virto Calendar.
Switch to edit mode and click “+.”
Search for "Virto Calendar" and add it to your page.

Step 2.2: For Microsoft Teams:

How to renew a subscription / license

Thu, 10 Oct 2024 11:59:20 +0000

If the renewed subscription doesn’t appear instantly with a new subscription expiry date, don’t worry—it will show up after some time. You can also update manually by clicking "click here" on the yellow bar and waiting for a minute. If it still doesn’t appear, please contact our support team at support@virtosoftware.com or through this form.

Offline Virto ONE License activation

Thu, 10 Oct 2024 11:58:48 +0000

First, click Offline activation.

Then email our technical support team with your serial number and machine code to receive your activation code and subscription key.

Once you have the necessary information, enter it and click Activate offline.

If everything is correct, you will see the message "Subscription is active" and the License Status will show as "Activated."

Online Virto ONE License activation

Thu, 10 Oct 2024 11:58:34 +0000

First, click on "Virto ONE License".

Then, refer to the "Online product activation" instructions, as the process is the same.

Offline product activation

Thu, 10 Oct 2024 11:58:17 +0000

If your server is offline, click on offline activation.

Then, visit the offline activation page: https://www.virtosoftware.com/offline-activation/.

Enter the serial number we emailed you after purchase, along with your machine code, and click "Get code".

Copy the activation code.

Paste it into the Activation code field on the VirtoSoftware Product Registration page.

Also, enter your Serial number in the corresponding field, and click "Activate offline".

If everything is correct, you will see the message "Subscription is active" and the License Status will show as "Activated."

Online product activation

Thu, 10 Oct 2024 11:58:10 +0000

Select the available server and product for activation, then enter the serial number we emailed you after purchase, and click "Activate online."

If everything is correct, you will see the message "Subscription is active" and the License Status will show as "Activated."

You will start seeing an alert message on products that are about to expire, along with a contact email to renew the license.

We only activate Web Front End servers.

Terms of Usage

Thu, 10 Oct 2024 11:56:10 +0000

End User License Agreement (EULA)

Please review the following license agreement before installing or using the Virto Slideshow App software product and/or its related materials.

Definitions:

This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Slideshow App product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Privacy Policy

Thu, 10 Oct 2024 11:55:56 +0000

Last Updated: August 27, 2024

This Privacy Policy explains how the Virto Slideshow App by Virto ("We," "Us," or "Our") collects, uses, shares, and protects user information. It also explains your rights and choices about such use and sharing and your ability to control your privacy settings.

Please note that this Privacy Policy only applies to the Virto Slideshow App application (the "Service") and not to any other services, websites, or applications, even if they are accessible through our Service.

Getting Started

Thu, 10 Oct 2024 11:55:46 +0000

Installation:

Access the SharePoint Store: Navigate to the SharePoint Store from your SharePoint Online site or Microsoft AppSource.
Search for the App: Look for "Virto Slideshow App" and click "Add" to install the app on your SharePoint site.

Configuration:

Add the Slideshow Web Part: Once installed, add the Virto Slideshow web part to your desired SharePoint page.
Set Up Data Sources: Configure the app to pull images from your specified SharePoint document and picture libraries.
Customize Your Slideshow: Adjust settings such as visual effects, slide order, and dimensions to tailor the slideshow to your specific needs.

Using the Virto Slideshow App:

Adding Images: The app automatically pulls images from your configured libraries, but you can also filter and select specific images to display.
Modifying Settings: Use the app’s settings panel to change visual effects, transition speeds, and other display options.
Additional Features: Add URLs and text descriptions to images to improve navigation and context, creating an interactive experience for viewers.
Customization: Choose from different visual styles and customize the dimensions and order of slides to suit your content presentation needs.
Setting Width and Height: Specify the width and height in pixels in the settings based on the image sizes in your library. Please note that there are limitations: a minimum of 100px and a maximum of 2048px.

Contact us

Thu, 10 Oct 2024 11:54:11 +0000

Product support and technical questions:

Submit a support ticket
Chat with us at Microsoft Teams
Write us: support@virtosoftware.com
Call us: +1 (877) 892-7775 (from 9 am-5 pm M-F PST)

Reseller & Partner Programs

Check out our partner programs or write partner@virtosoftware.com.

Meet us at our offices

U.S. Office

20945 Devonshire St. Suite 102

Los Angeles, CA 91311

European Office

Penta Technopolis, Ozo g. 12A,

Data Storage and Security

Thu, 10 Oct 2024 11:53:58 +0000

For more information, please check the Security FAQ.

Terms of Usage (EULA)

Thu, 10 Oct 2024 11:53:50 +0000

End User License Agreement (EULA)

Please review the following license agreement before installing or using the Virto Time Blocking app software product and/or its related materials.

Definitions: This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Time Blocking app product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Privacy Policy

Thu, 10 Oct 2024 11:53:39 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Overview & Quick Start

Thu, 10 Oct 2024 11:51:23 +0000

https://www.youtube.com/watch?v=qvDkbCKmErE

Virto Time Blocking App Overview

Book a free 15-minute meeting or chat with our technical team if you have any issues with installation or configuration!

Contact us

Thu, 10 Oct 2024 11:49:56 +0000

Book a free 30-minute meeting with our technical team if you have any questions regarding setup, features, or pricing.

Contact us with a general or specific inquiry

Product support and technical questions:

submit a support ticket
write us: support@virtosoftware.com
call us: +1 (877) 892-7775 (from 9 am-5 pm M-F PST)

Reseller & Partner Programs

Check out our partner programs or write partner@virtosoftware.com.

Press & Media Contact

pr@virtosoftware.com

Meet us at our offices

U.S. Office

20945 Devonshire St. Suite 102

Licensing

Thu, 10 Oct 2024 11:49:46 +0000

The Virto Alerts & Reminder App is licensed based on the number of alerts or reminders created (not sent emails).

The Basic edition includes 30 alerts and does not support reminders.

The Standard edition includes 100 alerts or reminders.

The Professional (Pro) edition includes 250 alerts or reminders and supports the creation of an overview of scheduled emails (the queue).

The enterprise edition also allows you to request unlimited alerts and reminders. The Virto Alerts & Reminder App product page provides detailed information about the editions.

Terms of Use (End User License Agreement)

Thu, 10 Oct 2024 11:49:37 +0000

End User License Agreement (EULA) for Virto Alerts & Reminder App

Please review the following license agreement before installing or using the Virto Alerts & Reminder App software product and/or its related materials.

Definitions: This UAB VirtoSoftware End User Software License Agreement ("EULA") is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Alerts & Reminder App product, which includes software and may include associated media, printed materials, and "online" or electronic documentation ("SOFTWARE PRODUCT" or "SOFTWARE"). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Reminders for corporate training courses

Thu, 10 Oct 2024 11:49:26 +0000

We have a SharePoint list with planned educational courses for company employees. We need to notify them about upcoming courses so they can review their schedule and allow time to attend courses they are interested in. The reminder should also appear in the Microsoft Teams channel. We will use the Virto Alerts & Reminders App to do this.

Go to the “My alerts” page and click “Add reminder.”

Add reminder

Choose the SharePoint list containing the planned courses and enter a title for the new reminder. Then, click “Recipients.”

Preview image and video URLs in Microsoft Teams alerts

Thu, 10 Oct 2024 11:49:17 +0000

Use case description

We are going to work with the “Video Content Plan” list, which contains data about videos published on the corporate YouTube channel. We want to notify the team of newly added videos using the Video Alerts & Reminder App. When a new item with a video description, preview image, and video URL appears in the list, we need an automatic alert with a clickable preview image to go to the Microsoft Teams channel.

How to send alerts from SharePoint to Microsoft Teams

Thu, 10 Oct 2024 11:49:06 +0000

https://www.youtube.com/watch?v=tGwZYX6vCCQ

Alerts in Microsoft Teams

Webhooks allow apps to send notifications and information to other apps. Creating an incoming webhook gives you a unique URL when creating an alert, allowing the Virto Alerts & Reminder App to post messages into Microsoft Teams.

In the example below, we are working on a SharePoint list containing contracts to be signed and attached. We want to receive an alert whenever a team member creates a new entry.

Filtering

Thu, 10 Oct 2024 11:48:56 +0000

When the list of alert subscriptions is too large to find a required item, you can filter alerts by column. In the following example, we filter by "Change type."

Filter by change type

You can search for alerts and reminders across your site collection in the “Browse tenant” menu.

Browse tenant

Click the “Enable/Disable” button to turn alerts on or off.

Enable and disable

The current alert or reminder status is displayed on the right side. If the status mark is highlighted in green, this alert/reminder is active. Inactive alerts and reminders are highlighted with a red background.

Complex links

Thu, 10 Oct 2024 11:48:47 +0000

You can add variable pictures and complex URLs to alerts and reminders. First, go to the “My alerts” page and click the edit icon next to the alert you would like to add variable images to.

Edit alert

In the alert settings, find the “Message view” block. This is where we will add the image.

Message view

Click the "Add complex link" icon.

Add complex link

When you click “Add complex link," you should choose a title source and a URL source.

Links, attachments and tables

Thu, 10 Oct 2024 11:48:35 +0000

You can include links, pictures, or tables in the alert email if you need to send an alert about list items containing attachments. These options are in the “Message view” block.

Link, picture, and table

For example, an email alert with a table may look like this. You can add a link or an image in the same way.

Email alert

You can create tables in your alert and define the values of the table border and column width. You can also choose the number of columns and rows in your table.

Message templates

Thu, 10 Oct 2024 11:48:27 +0000

You can define the header, body, or footer for an alert and save any or all of them as a template.

For example, style the header as desired and click the save icon.

Specify the name for the template and click "Save."

New template

Now, you can use the saved template for any new alert or reminder.

Use a template

How to merge summary alerts in one alert with a table

Thu, 10 Oct 2024 11:48:18 +0000

You can merge several alerts into one report with a single table, for example, to create a daily report and merge all list changes into a single table.

First, create an alert with a daily or weekly summary condition.

Choose summary condition

Add a table to the email body.

The alert body must contain the table only. The table must be the first element in your email body, added without spaces.

Alerts for users in a chosen group

Thu, 10 Oct 2024 11:48:09 +0000

The Virto Alerts & Reminder App supports the “User in group” operator, enabling you to send alerts to people in a certain group or when people make changes in a certain group.

When you create or edit an alert, go to the “Options” block. In the “Use condition(s)” option, you can add the “User in group” operator to the “Modified by” field.

User in group

With this option, you can apply the condition to send an alert when a user belongs to a particular group. For example, there is a group of document approvers at different levels. When the document's status changes to “Approve it,” the alert is sent to the approvers.

Options

Thu, 10 Oct 2024 11:47:34 +0000

In the "Message view" section, you can adjust the appearance of the reminder message. The options are the same as those for alerts.

Options for reminder sending

If you choose a document library instead of a SharePoint list, you can select folders and send alerts or reminders related to them.

The reminder will appear in your alerts list.

New reminder

Message view

Thu, 10 Oct 2024 11:47:25 +0000

You can tune the appearance of the reminder message in the "Message view" tab. The options are the same as for alerts.

Message view

Recipients

Thu, 10 Oct 2024 11:47:17 +0000

In the "Recipients" tab, define who will receive the reminder. The options are the same as for alerts.

Recipients

General

Thu, 10 Oct 2024 11:47:02 +0000

In the "General" section of reminder settings, choose a SharePoint list and fill in the other fields as described for alerts. The only difference is that you don't need to select a change type for a new reminder.

General

Options

Thu, 10 Oct 2024 11:46:40 +0000

In the “Options” section, define when the alert will be sent. By defining conditions and times when alerts should be delivered, you can create a custom schedule for sending alerts. For instance, you can set alerts to be sent only when someone changes an item within working hours (9 a.m. to 6 p.m.).

First, decide whether you need to filter items before sending alerts.

Filter items

Choose "Use condition(s)" to create a custom condition for sending the alert.

Message view

Thu, 10 Oct 2024 11:46:32 +0000

In the “Message view” section, you can adjust the alert's appearance and specify its information.

First, define the email subject.

Email subject

You can add a tag or a field value to the alert subject that will reflect the change to the list. For example, if you need to show who added a vacation date to the subject, choose the “Modified By” field value. When the alert is sent, the name of the person who made the change will appear in place of the field value.

Recipients

Thu, 10 Oct 2024 11:46:22 +0000

In the “Recipients” section, you define who will receive the alert. Choose users or groups for the “To” field and for the “CC” and “BCC” fields as needed.

Recipients

You will need administrator rights to send alerts to other users.

You can send alerts to users according to a specified field value. For example, to send alerts to users who have changed the list, click the add user icon to the right of the “To” field and select “Modified by.” This will send alerts to users who have modified the current list.

General

Thu, 10 Oct 2024 11:46:12 +0000

In the “General” section, choose the SharePoint list you want to create an alert for. You may also choose a folder with documents.

Choose a list

Select a change type (i.e., trigger) for the alert.

Change type

Specify the title of the new alert. This will appear in your list of alerts.

By default, “Enabled” is ticked for a new alert, but you can disable and activate it later.

Alert title

Usually, only the administrator and the alert creator (or owner) can edit an alert. If an alert owner is no longer in your organization, only the administrator can access these alerts. You can change the alert owner to give any other user or group permission to edit alerts.

Alerts and reminders

Thu, 10 Oct 2024 11:45:44 +0000

The Virto Alerts & Reminders App supports creating alerts and reminders to keep your team informed of all changes and upcoming events. Alerts are slightly different from reminders.

Alerts

Alerts are email notifications that need a trigger to be sent. Since all alerts are related to a SharePoint list, the trigger may be one of the following:

Someone adds a new item to the list.
Someone modifies the existing item(s).
Someone deletes an item from the list.

You also have the option to send an alert for all the above changes.

Alerts and Reminders by Virto App administration

Thu, 10 Oct 2024 11:45:23 +0000

Once you have added the Virto Alerts & Reminder App to your SharePoint site, you can adjust it and start working.

My alerts

The “My alerts” tab contains the alerts you own. By default, if you create an alert, you become the owner and have permission to disable, edit, or delete this alert.

My alerts

To disable an alert, untick the green checkbox. Disabled alerts are highlighted in pink.

Disable alert

The queue icon will take you to the “Queue” tab, where you can view when the chosen alert or reminder was or will be sent according to the schedule.

How to create a reminder?

Thu, 10 Oct 2024 11:45:11 +0000

Go to the page where the Virto Alerts & Reminder App is installed on your SharePoint site. If you do not know where to find it, ask your tenant admin for a direct link to the app. Then click the "Add Reminder" button.

Add Reminder

Step 1: General information

Fill in the first part of the reminder form—general information.

1) Choose a list or document library from the drop-down menu. Ensure you know the exact name of the list or library for which you want to create a reminder. The drop-down menu will display all the lists and document libraries you can access. In this case, we would like to notify someone about upcoming vacations in the marketing team.

How to create an alert?

Thu, 10 Oct 2024 11:45:01 +0000

Go to the page where the Virto Alerts & Reminder App is installed on your SharePoint site. If you do not know where to find it, ask your tenant admin for a direct link to the app. Then, click the “Add Alert” button.

Add alert

Step 1: General information

Fill in the first part of the alert form—general information.

1) Choose a list or document library from the drop-down menu. Ensure you know the exact name of the list or library for which you want to create an alert. The drop-down menu will display all lists and document libraries you can access.

Answer these questions before you start

Thu, 10 Oct 2024 11:44:52 +0000

You already know the difference between alerts and reminders. So, before you start using the Virto Alerts & Reminder App, answer these questions:

What do I want to notify someone about? (About something that has happened or will happen)
Where is this data stored? (In a SharePoint list or document library)
Whom do I want to notify? (Who will be the recipients—group or users)
When do I want to inform them? (What time would be convenient for receiving the alert or notification)

Please note that alerts and reminders in SharePoint are always related to a list or document library because everything in SharePoint is based on lists or files. These are used as bricks to build the site for your work. So, even if you are using a calendar in SharePoint and need to notify someone about upcoming events, this calendar is just one of the views of a SharePoint list. You need to know the name of this list to use it in your alert or reminder.

What is a reminder?

Thu, 10 Oct 2024 11:44:45 +0000

A reminder is a message that informs people of upcoming events. In SharePoint, we also need reminders to notify users of upcoming changes. These changes are always related to a list or a document library. To receive notifications about them, use the Virto Alerts & Reminder App to create an automatic email reminder.

Example

You have a SharePoint list of team members with their personal information, which is the same list we used as an example for alerts. Tom Foster is responsible for preparing corporate presents for people’s birthdays. You would like Tom to be informed about each upcoming birthday one week before the date, so you use the Virto Alerts & Reminder App to create an automatic reminder.

What is an alert?

Thu, 10 Oct 2024 11:44:35 +0000

An alert is a message that informs people of something. In SharePoint, we also need alerts to notify users of changes. Such changes are always related to a list or document library. To receive notifications about them, use the Virto Alerts & Reminder App to create an automatic email alert.

Example

You have a SharePoint list of team members’ personal information (age, education, marital status, address, etc.). Users can edit their data directly in the list. You set up an alert to notify the HR manager when changes are made to the list. For instance, Rachel Evans got married and changed her name. The HR manager will receive an alert about that fact.

Introduction

Thu, 10 Oct 2024 11:44:29 +0000

If you are an advanced SharePoint user and feel confident building complex algorithms, you can skip straight to “Configuration and usage.“ In this case, the Virto Alerts & Reminder App will be your assistant.

Please use this guide if you do not want to use the app's full functionality or find it too challenging and technical. You will soon see how easy it is to use the Virto Alerts & Reminder App.

License status

Thu, 10 Oct 2024 11:44:04 +0000

You can see your current license status in the “Subscription” tab. Ten alerts are free. A Virto license is required to create more than ten alerts in one site collection. In the “Subscription” tab, you can choose an appropriate plan and purchase your licenses.

License status

System requirements

Thu, 10 Oct 2024 11:43:56 +0000

Operating System

SharePoint Online / Office 365

Browser

Microsoft Edge, Google Chrome, Mozilla Firefox, Microsoft Internet Explorer 11.

Installing the Alerts and Reminders app

Thu, 10 Oct 2024 11:43:46 +0000

To install Alerts and Reminders by Virto to your SharePoint site, go to the site you’d like to add it to and click “New.” Then select “App” from the drop-down menu.

Add an app

Choose “From SharePoint Store” and click “Find more apps in the SharePoint Store.” Search for Alerts and Reminders by Virto.

Open the SharePoint Store

Find the Alerts and Reminders by Virto app and click on it.

Contact us

Thu, 10 Oct 2024 11:28:02 +0000

Book a free 30-minute meeting with our technical team if you have any questions regarding setup, features, or pricing.

Contact us with a general or specific inquiry

Product support and technical questions:

submit a support ticket
write us: support@virtosoftware.com
call us: +1 (877) 892-7775 (from 9 am-5 pm M-F PST)

Reseller & Partner Programs

Check out our partner programs or write partner@virtosoftware.com.

Press & Media Contact

pr@virtosoftware.com

Meet us at our offices

U.S. Office

20945 Devonshire St. Suite 102

Data Storage & Security

Thu, 10 Oct 2024 11:27:46 +0000

At VirtoSoftware, we understand that the security of your data is of utmost importance, which is why we use state-of-the-art security measures to keep your information safe. Our data storage and security framework fully corresponds with Microsoft's data protection standards: check the Microsoft 365 App Certification for Virto Kanban.

For more information, please check the Security FAQ.

Licensing

Thu, 10 Oct 2024 11:27:37 +0000

Use the full-featured Virto Kanban Board App during the 30-day trial period. When the trial period is over, you may still use the Virto Kanban Board Pro App for free for up to three users.

Virto Kanban Board App licenses

Virto Kanban Board App is licensed depending on the number of users with edit and read-only permissions.

For example, you plan to let ten users work with the Virto Kanban Board App. Two of them will have edit rights, and eight of them will have read-only rights. You need to purchase ten licenses for all Kanban Board Pro users, even though some of them will have read-only rights.

Terms of Use (End User License Agreement)

Thu, 10 Oct 2024 11:27:27 +0000

End User License Agreement (EULA) for Virto Kanban Board App

Please review the following license agreement before installing or using the Virto Kanban Board App software product and/or its related materials.

Definitions: This UAB VirtoSoftware End User Software License Agreement ("EULA") is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Kanban Board App product, which includes software and may include associated media, printed materials, and "online" or electronic documentation ("SOFTWARE PRODUCT" or "SOFTWARE"). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Privacy Policy

Thu, 10 Oct 2024 11:27:13 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

Kanban Board on mobile devices

Thu, 10 Oct 2024 11:26:59 +0000

The Virto Kanban Board App is compatible with mobile devices. While maintaining the same features, the board adjusts to the different device parameters.

Kanban mobile

Kanban Board in Microsoft Teams

Thu, 10 Oct 2024 11:26:51 +0000

The Virto Kanban Board App can be added as a separate tab to Microsoft Teams to avoid switching between applications to manage your team tasks.

You can create and manage tasks as usual in Teams and adjust the board settings in SharePoint. Although Kanban board customization is only available in the SharePoint environment, you can display and manage the board’s tasks in Teams without access to settings.

The Kanban boards in Teams inherit the user permissions from SharePoint and are invisible to external Teams users. To add a board to Teams, open the channel and click “+.”

Managing boards

Thu, 10 Oct 2024 11:26:28 +0000

Click “Boards” at the top of the board to view all the Kanban boards created on your SharePoint site.

Boards

You can add more boards, remove those that are no longer needed, or use the star icon to mark your most-used boards as favorites.

Favorite boards

Edit board settings from this view or from within the board view by clicking the "Edit settings" icon on the right of the board name.

Save to PDF

Thu, 10 Oct 2024 11:26:20 +0000

You can save your board as a PDF by clicking the "Save as PDF" icon in the upper-right corner and choosing the required format. You can also share or print this file.

Save to PDF

Charts

Thu, 10 Oct 2024 11:26:13 +0000

The Virto Kanban Board App supports making reports for your boards in a chart view. To open the chart view, click the charts icon in the upper-right corner.

Chart icon

Here you can see task statistics displayed in five graphs: “Status," “Assigned to," “Completion," “Burndown," and “Lead Time.”

Status chart

This pie chart shows tasks grouped by status. In the drop-down menu, select the field you need to analyze, such as the due date, the time period to analyze, and the unit as number of tasks, percentage, or budget. You can save this chart as an image.

Subtasks

Thu, 10 Oct 2024 11:26:02 +0000

You can use subtasks to split tasks and work on them step by step.

Go to the “Advanced Setup” tab and tick the “Enable Subtask/Checklist” checkbox to start using subtasks.

Enable subtask mode

If you check the box “Allow multilevel," you can create subtasks for subtasks.

Now, click “Add new subtask.”

Add subtask icon

Next, click on "Add new subtask."

Add new subtask in the form

Fill out the form and save the subtask.

Clone task

Thu, 10 Oct 2024 11:25:52 +0000

You can clone a task to copy its details by clicking the "Clone task" icon in the task form.

Clone task

Attachments and images cannot be transferred to a cloned task.

Task and board history

Thu, 10 Oct 2024 11:25:44 +0000

Task History

Task history is available in the task view form.

Task history

Ensure the “Item Version History” option is enabled in the SharePoint list versioning settings.

This way, you can track the task’s history and see all the changes.

Track the changes

Any changes to attachments and pictures are not displayed in either the task or board history.

Comments

Thu, 10 Oct 2024 11:25:36 +0000

Team members can leave comments on the board tasks. To add a new comment, double-click the comments icon in the task card.

Add comment icon

The “Comments” tab will open in the task form. Leave a comment here.

View and edit task

Thu, 10 Oct 2024 11:25:30 +0000

Click a task to view its details. You can switch between the short view and the full view.

Task view form

You can edit card fields underlined with a dotted line directly on the board without opening the form.

Edit task on the board

If you change "% complete" to 100, the task will be automatically moved to the "Completed" column.

Filters

Thu, 10 Oct 2024 11:25:21 +0000

The following filtering options are available for Kanban Board: search, sorting, and more specific condition filters.

Filter options

The search bar allows you to show only tasks matching any entered task values (text, numbers, and symbols) displayed on cards.

Search string

If you enable task sorting according to a specified field in the settings block, you can apply this filter on the Kanban board header to sort tasks in ascending and descending order according to the selected field.

Swimlanes

Thu, 10 Oct 2024 11:25:13 +0000

Hide/collapse swimlanes

Use the hide empty swimlanes icon to hide all that do not currently contain tasks.

Hide empty swimlanes

Using the relevant icon, you can collapse or show all the swimlanes at once.

Collapse all swimlanes

Switch swimlanes

You can switch swimlanes directly on the board to view tasks grouped in swimlanes. There is no need to open the settings and make modifications—choose the desired swimlane field from the drop-down menu.

Move tasks

Thu, 10 Oct 2024 11:25:04 +0000

To change a task's value (usually the status), drag and drop it to the required column.

Drag and drop task to a new column

You can also drag and drop tasks between swimlanes. If, for example, the priority field is chosen for swimlanes, dragging and dropping a task to another swimlane will change its priority.

Drag and drop tasks between swimlanes

Adding a task

Thu, 10 Oct 2024 11:24:56 +0000

Use the “Add task” button to add new tasks to a board.

Add task

If multiple lists are added to the board, select the list to which the task should belong.

Multiple lists

You can also use “+” to add a task directly to a column or swimlane.

Add task to a column

Board and task links

Thu, 10 Oct 2024 11:24:44 +0000

Each board has a direct link. You can share it with team members or add it to a quick launch on your SharePoint site.

Click the copy icon on the board header to copy the board link to your clipboard.

Copy link to a board

You can also copy the link for a task.

Copy link to a task

How to set up an alert if a task has been assigned to a user?

Thu, 10 Oct 2024 11:24:26 +0000

Open the Virto Alerts & Reminder App and click "Add Alert" on the ribbon.

Select the Kanban board list from a drop-down menu and give a name to your new alert.

Select "Assigned To" in the Recipients tab.

Next, add your subject text.

To ensure the recipient sees the alert immediately, include "Task Name" and "List Title" field values. To do this, click the "Add field value" icon.

Additional

Thu, 10 Oct 2024 11:23:54 +0000

Additional options are placed into this block of settings.

Additional options

Here, you can determine whether to show or hide the “Add new task” button, specify the name for the add task button, allow task actions on the board (including drag and drop), turn on the subtask mode, and enable the dark theme for the Virto Kanban Board App in Microsoft Teams.

Chart settings

Thu, 10 Oct 2024 11:23:45 +0000

The Virto Kanban Board App supports using five flexible charts to analyze board activities. You can decide which charts to show and define which users can access them.

Chart settings

Board permissions

Thu, 10 Oct 2024 11:23:35 +0000

You can define board admin, set default permissions, and determine which users have edit, view-only, or no access rights.

Board permissions

For detailed permission information, see the Virto Kanban Board App permissions section.

Notifications

Thu, 10 Oct 2024 11:23:26 +0000

The built-in Notification functionality will be disabled as of March 20, 2023.

If you want to set up notifications in the Virto Kanban Board App, use the Virto Alerts & Reminder App. More info: Alerts and Reminders

The Virto Kanban Board App has a built-in alert system. You can create email notifications about board changes or use the default alerts. Create conditions and define the list of users who will receive email notifications related to these changes.

Filter settings

Thu, 10 Oct 2024 11:23:15 +0000

You can use both default and custom filters for tasks.

Filter settings

Click “Add filter” and define the custom conditions. Check the “is enabled by default” box to apply the filter to the default board view.

New filter

You can copy or delete a filter using the icons to the right.

Copy or delete filters

Adding fields to a custom list

Thu, 10 Oct 2024 11:22:53 +0000

The Virto Kanban Board App allows adding fields to a custom list when creating a board from an existing list.

When you choose a list and reach the “Task information” step (in the “Cards Setup” tab), look at the fields—some are already selected, and others are not.

Kanban fields

Select the relevant fields for the visual date, the comments to be added to the cards, and the labels. If the list does not contain an appropriate field, click “Add new field” next to it—no need to navigate to the list settings and add fields. You can create a board and add the required fields right away.

Short view and full view

Thu, 10 Oct 2024 11:22:37 +0000

When you click a card on your Kanban board, its task view form opens. You can switch between "Short view" and a "Full view" for the selected card.

Short view and Full view

In the “Cards Setup” tab of the settings, you can choose which fields to display for both views.

Short view and Full view fields

If you tick the “Open form by double click” checkbox, you can open the full view by double-clicking the card without first opening the short view and then switching to full view.

Styles

Thu, 10 Oct 2024 11:22:27 +0000

You can specify your task cards' body color, border color, and font color. Virto Kanban Board App provides default styles, but you can also create your own custom styles.

Styles

You can set custom conditions and color-code tasks according to condition rules. There are four suggested style rules already set up for you. You can deactivate or adjust these style rules (use the reset button to apply the new rule).

Appearance

Thu, 10 Oct 2024 11:22:17 +0000

The card size of the tasks on your board can be adjusted to small, medium, or large to match the board design.

Card size

You can choose which fields to show on every card in the Card fields settings. Tick the “Hide empty fields” checkbox to hide fields with no values.

Card fields

Labels

Thu, 10 Oct 2024 11:22:08 +0000

Labels in Virto Kanban Board App are color-coded tags on Kanban cards.

Labels

The label values are taken from a custom multi-choice column added to your Kanban list. If you navigate to a list (“List settings”), you can see these fields and their values.

List settings

You do not have to work with the source SharePoint list settings in Virto Kanban Board App to adjust labels. Specify label names and choose appropriate colors for them.

Task information

Thu, 10 Oct 2024 11:21:59 +0000

You can customize task information and card appearance in the “Task Information” settings block.

Choose a field to be displayed as a task title. You can add any list field to display on the board (for example, task or project name).

Card title fields

A card title may contain up to three list fields.

Then, select the field that contains the users assigned to the task.

Users field

You can select a date field to display on the bottom of a card. For example, you can display the due date field to track overdue tasks on your board or use the start date.

Views and filters

Thu, 10 Oct 2024 11:21:40 +0000

You can choose list views for each list to filter tasks on the board.

List views

Swimlanes

Thu, 10 Oct 2024 11:21:28 +0000

Swimlanes group tasks by a field in the underlying SharePoint list (for example, Project, Priority, Department, or Assigned to). The values stored in that field become lane titles on the board.

For fields based on a choice column (or multi-choice), you can adjust the available swimlanes by editing the choices in the SharePoint list.

To edit the swimlane field values in the list:

Open the SharePoint list that is used as the data source for your Kanban board.
Select the Settings gear in the top-right corner and choose List settings.

NB: For step-by-step instructions, refer to: How to configure board for an existing list & Columns

Columns

Thu, 10 Oct 2024 11:21:18 +0000

The columns you see on the Kanban board (for example, To do, In progress, Completed) are based on a choice column in the underlying SharePoint list, such as Status or Progress.

NB: When you add or edit values in that list column, they become available as options when configuring board columns, but the columns on the Kanban board are not created or updated automatically—you still need to add or adjust them manually in the board settings.

Board templates

Thu, 10 Oct 2024 11:20:51 +0000

The Virto Kanban Board App supports creating boards from templates. Open the “List Setup” tab in the board settings (click the edit board icon next to the board name to access the settings) and scroll down to the “Templates” block.

Templates block

There are three options for using board templates:

Save the board as a template (save a KBOT file to your disc according to the chosen fields)
Export board settings (save a KBOJ file to your disc with the current board settings)
Import board settings (select a file from your disc to load previously saved settings)

To save the current board as a template, click “Save the board as a template.“ Select the fields you would like to export and pay close attention to those not included. If you check the “Include content” box, the board template will save the content and list fields and structure.

What are Kanban Board App user permissions for?

Thu, 10 Oct 2024 11:17:45 +0000

Customizing user permissions in Virto Kanban Board App makes it possible to define which app users, groups of users, departments, or divisions can access information. By defining the permissions, you can set who can and cannot see the information.

Creating per-board permissions and define default user permissions for your tenant or your specific board is also possible. Default permissions define the board permissions of a user with a license if their permissions are not configured individually.

Contact Us

Thu, 10 Oct 2024 09:42:42 +0000

Book a free 30-minute meeting with our technical team if you have any questions regarding setup, features, or pricing.

Contact us with a general or specific inquiry

Product support and technical questions:

submit a support ticket
write us: support@virtosoftware.com
call us: +1 (877) 892-7775 (from 9 am-5 pm M-F PST)

Reseller & Partner Programs

Check out our partner programs or write partner@virtosoftware.com.

Press & Media Contact

pr@virtosoftware.com

Meet us at our offices

U.S. Office

20945 Devonshire St. Suite 102

Data Storage & Security

Thu, 10 Oct 2024 09:41:42 +0000

Virto Calendar App Security Summary

1. Hosting & Architecture

Azure hosting: Our application engine runs exclusively in VirtoSoftware's Microsoft Azure subscription with no components deployed on premises servers
Multi-tenant by default: The service is registered as a multi-tenant app in Microsoft Entra ID, following Microsoft's guidance for least-privilege, conditional-access-aware SaaS solutions

2. Data Flow & Storage

Delegated access only: The app calls Microsoft Graph solely with delegated tokens that inherit the signed-in user's rights; we never use application-level permissions
Ephemeral in-memory processing: Calendar payloads are processed in encrypted RAM and discarded at session end; no customer content is written to any Virto-controlled persistence layer
Token lifecycle: Tokens live in transient server memory and expire per Microsoft Graph standards; no long-term cache is persisted, aligning with OWASP session-management guidance

3. Compliance & Certifications

Microsoft 365 App Certification: Virto Calendar has passed Microsoft's independent security & compliance review, evidenced in the Microsoft 365 Partner Center listing
Aligned to Microsoft Teams service-level security: Our solution inherits Microsoft 365 defense-in-depth controls and can operate under customer Conditional-Access policies

4. Optional "Private-Cloud" Deployment

For organizations with strict security requirements, we offer a custom build that you host in your own Azure subscription. This model provides full administrative control and keeps all telemetry within your environment. Implementation follows Microsoft's SPFx/Teams app deployment checklist and can be delivered as an SPPKG or ARM template.

Licensing: general information and FAQ

Thu, 10 Oct 2024 09:41:32 +0000

Virto Calendar App by Virto is licensed depending on the number of users with edit and read-only permissions.

For example, you plan to let ten users work with Virto Calendar App. Two of them will have edit rights, and eight of them will have read-only rights. You need to purchase ten licenses for all Virto Calendar App users, even though some will have read-only rights.

You can find details about your current subscription in the "Subscription" tab under the gear icon.

Terms of Use (End User License Agreement)

Thu, 10 Oct 2024 09:41:23 +0000

End User License Agreement (EULA) for Virto Calendar App

Please review the following license agreement before installing or using the Virto Calendar App software product (formally known as Calendar Overlay Pro) and/or its related materials.

Definitions: This UAB VirtoSoftware End User Software License Agreement (“EULA”) is a legal agreement between you (either as an individual user, corporation, or single entity) and UAB VirtoSoftware for the Virto Calendar App product, which includes software and may include associated media, printed materials, and “online” or electronic documentation (“SOFTWARE PRODUCT” or “SOFTWARE”). By exercising your rights to install the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA, including the limitations and warranty disclaimers.

Privacy Policy

Thu, 10 Oct 2024 09:41:15 +0000

This privacy policy was updated on November 24, 2025

1. Introduction

Virtosoftware UAB, a legal entity established in Lithuania, along with its group companies (collectively "VirtoSoftware", "we", "us", and "ours"), is committed to protecting your privacy.

How to Add the Mini Calendar to a Sharepoint Site Page

Thu, 10 Oct 2024 09:39:25 +0000

The Virto Mini Calendar is a compact version of the Virto Calendar App that uses the same data sources. It's designed for SharePoint site pages where the standard Virto Calendar might not fit visually, yet a calendar display is still required.

The Mini Calendar is included in the Virto Calendar App package; when you have installed Virto Calendar App, the Mini Calendar will also be available.

To add the Virto Mini Calendar to a SharePoint site page, enter edit mode and search for "Virto Mini Calendar.”

Alerts and Notifications in Virto Calendar App

Thu, 10 Oct 2024 09:34:37 +0000

Virto Calendar App displays information from various sources in one place. Therefore, notifications on upcoming events or alerts on some changes in the calendar depend on the source.

Here, we will describe how you can set up and manage these notifications in different sources.

Actions With Calendar Items

Thu, 10 Oct 2024 09:32:05 +0000

Virto Calendar App offers various types of event views: Day, Live View, Week, Work Week, Month, Year, Flat Year, Year Quarter, Task (days), Task (hours), and Multi Source. You can switch between these views within the calendar to change how the events are displayed.

Create an event

To create an event, open the appropriate view tab, such as "Month." Use your mouse to select the desired time period for the event (by dragging and dropping) or simply click on the day. Enter the event name, choose the calendar and category, specify the start and end dates, and location, then click "Save." You can also make the event recurring and add additional details such as attendees, a description, and attachments.

Multi Source View

Thu, 10 Oct 2024 09:31:20 +0000

The multi source view lets you see all events planned for a day, grouping them by source. In this view, you can resize or edit events but not move events from one source to another.

Multisource view

Gantt View

Thu, 10 Oct 2024 09:31:10 +0000

The Gantt view in Virto Calendar App is available in two formats: task (days) and task (hours). These views enable the grouping of items by events, allowing you to see precisely how much time has been allocated for them. You can create, delete, and drag and drop events in this view.

Task days view

Task hours view

Since any field of type integer can be defined as a completions rate field, the percentage is not displayed if the field's value is higher than 100 percent.

Simple Views

Thu, 10 Oct 2024 09:30:59 +0000

In the day, week, and work week views, you can create and delete events or drag and drop them to reschedule.

Day view

Week view

Work week view

Live View allows you to stay updated with real-time changes in the Day View.

In the month view, you can create, move, and delete events.

Month view

Year and year quarter views allow you to view events.

Year view

Year quarter view

The new Flat Year View provides a clear and comprehensive overview of the entire year, designed to simplify long-term planning and scheduling. This feature allows users to quickly identify key dates, coordinate plans, and efficiently manage annual activities such as time off and project timelines.

General Settings

Thu, 10 Oct 2024 09:28:39 +0000

In this section of the guide, you can find details about the “General” tab.

In the “General” tab, you can change the calendar name and add a data source (from an existing data source or by creating a new one).

Data sources and basic options

You can enable the "Add event status to title" option, "Use the client's time zone to view events," and select the fields displayed for various views (week, month, etc.).

Calendar Data Sources

Thu, 10 Oct 2024 09:17:38 +0000

Here, you can find detailed information about calendars and data sources that you can overlay in Virto Calendar App for SharePoint.

With Virto Calendar App, you can overlay various calendars in a single calendar view. Let’s see which calendars you can use as data sources.

You can create an unlimited number of calendars with multiple data sources.

https://www.youtube.com/watch?v=gNaGi28d-cQ

Exchange Online calendars

With Virto Calendar App, you can combine any number of Exchange Online shared and personal calendars into a single calendar. This is the fastest way to create a calendar overlay because no special fine-tuning is required for this data source.

Installation

Thu, 10 Oct 2024 09:13:56 +0000

Open the “Site contents” menu on the SharePoint site where you’d like to add the Virto Calendar App. Click “+” in the top panel and choose “App.”

Virto Calendar App Getting Started

Click “Find more apps in the SharePoint Store” and search for "Virto Calendar." Click on the app.

Click “Add it” or “Request.”

Virto Calendar App will be installed on your SharePoint site with a valid license.

System/Developer Requirements

Mon, 06 Jun 2022 23:34:10 +0000

Operating System

Microsoft 365 / SharePoint Online & Microsoft Teams

Browser

Microsoft Edge, Microsoft Internet Explorer 11, Google Chrome, Mozilla Firefox.

System requirements

Mon, 06 Jun 2022 18:15:03 +0000

Operating System

SharePoint Online / Office 365

Browser

Microsoft Edge, Google Chrome, Mozilla Firefox, Microsoft Internet Explorer 11.

Creating a kanban board

Mon, 06 Jun 2022 14:34:56 +0000

There are three options for creating a new Kanban board.

From an existing SharePoint list—here, you need to choose a list you wish to use as a data source for your board. A task list is usually used for a Kanban board, but you can use any custom list from SharePoint. If any required fields are missing, you can add them in the board settings.
By creating a quick board—if you don’t know which list to choose or don't have an appropriate list already, you can create a quick board. This way, the system automatically creates the list with all the necessary fields and preferences.
From a board template—the Virto Kanban Board App supports saving board templates. You can then use these templates when you create a new board.

Installing Virto Kanban Board App

Mon, 06 Jun 2022 14:33:36 +0000

Open the SharePoint site where you want to add the Virto Kanban Board app and choose “App” in the “New” drop-down menu.

Add new app

Search for "kanban" and find the Virto Kanban Board App by in the list of available apps in the SharePoint store.

Search for Kanban Board Pro by Virto

Click on the "Kanban Board Pro by Virto" app.

Click "Add to Apps site."

Then, the “Confirm data access” window will pop up. Virto Kanban Board App can be added to all tenant sites (second option) or just allowed to be added by a SharePoint administrator (first option).

About Virto Kanban Board App

Mon, 06 Jun 2022 14:31:47 +0000

The Virto Kanban Board App visualizes and manages tasks in SharePoint and Microsoft Teams. Using this component, you can display any SharePoint list as a kanban board dividing tasks represented by individual cards into columns and swimlanes (usually according to their status) and showing tasks to be done in a backlog column. With this visual task management method, managers can quickly identify bottlenecks and blockers, spending less time sorting out how projects are progressing.

Virtosoftware Guides & Docs

Setting up an Outlook event reminder

Virto Apps

Installing a web part in SharePoint Modern experience

New User Web Part

Terms of Use (End User License Agreement)

Definitions

Bulk Delete

How to bulk delete all documents and files

How to bulk delete documents using filter

How to bulk delete the whole library

VirtoSoftware Security Whitepaper (Full)

Table of Contents

Viewing Workflow Information with Virto Workflow Status Monitor

Terms of Use (End User License Agreement)

Definitions

How to share calendar between tenants

Using CAML filters

Working with Check In / Check Out

Working with Check out

List settings

General Settings

View Settings

Other Settings:

Working with Upload: uploading files and folders

Uploading files

Installing the Multiple File Operations web part

Installing the SPFx web part

Configure the Gantt Chart

Virto Calendar App overview

What is Virto Calendar App?

What are Calendar Views and Data Sources?

Which Data Sources to choose if you want to create a Shared Calendar?

Permissions in Virto Calendar App

Use Case: Department Calendar

Modern calendar settings

Related Items Field Type Settings

Adding and Editing Fields

Note: “Allow Empty Values” and “Allow Multiple Values” check boxes work only in case Active

Available Field Formats

“Adding and Editing Fields”).

Server

Server

Permissions

License Activation

System Requirements

Using Lookups for Data Reference

License Activation

Activating Activities Kit

Installing Virto Workflow Automation Web Part

Server

Features

Virto SharePoint Workflow Activities

Virto Workflow Status Monitor

Virto Workflow Scheduler

Browser

Reset

Permissions

License Activation

Pending Installation Improvements

Creating a quick board

License management

License center

Working with Virto Mini Calendar

Calendar and event list

The Compact View

SharePoint List

Creating Microsoft Teams Meeting From a Calendar Event

Unify Categories

Adding Virto Calendar App to the Site Page

Getting Started

Terms of Use (End User License Agreement - EULA)

Getting Started

Configuration:

Using the Gantt Chart:

Adding Kanban Board to a page

Getting started with Virto Kanban App

Edit User Web Part

Data Processing Agreement (DPA)

Parties to this Agreement