Generated by All in One SEO v5.0.1.1, this is an llms.txt file, used by LLMs to index the site. # Crow Canyon Software Support Support for Crow Canyon Software Products ## Sitemaps - [XML Sitemap](https://help.crowcanyon.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Release Notes](https://help.crowcanyon.com/releasenotes/) - Here you can find a detailed overview of what is being released with each new version of NITRO Studio. - [NITRO Studio Version 2.5.9.0 and 2.5.10.0 Release Notes](https://help.crowcanyon.com/2023/06/12/nitro-studio-version-2-5-9-0-and-2-5-10-0-release-notes/) - NITRO Forms We have now added in the option to check for a version conflict in case multiple people are editing the same form at the same time. When Person A has the form open for editing, while Person B makes edits and saves the same form, Person A will get the message on their - [NITRO Studio Version 2.7.6.0 to 2.7.12.0 & Modern NITRO Studio Version 3.2.6.0 to 3.2.12.0 Release Notes ](https://help.crowcanyon.com/2025/12/16/nitro-studio-version-2-7-6-0-to-2-7-12-0-modern-nitro-studio-version-3-2-6-0-to-3-2-12-0-release-notes/) - NITRO Workflows: Update: For workflow on item delete, Id of the deleted item is available in variable ‘NITRO_ItemId’. Current Behavior Previously, when configuring a workflow using the “An item is deleted” event in NITRO Workflow Manager, the workflow could not access the ID or any column values of the deleted item. This limited the - [NITRO Studio Version 2.7.1.0 to 2.7.5.0 & Modern NITRO Studio Version 3.2.1.0 to 3.2.5.0 Release Notes  ](https://help.crowcanyon.com/2025/09/22/nitro-studio-version-2-7-1-0-to-2-7-5-0-modern-nitro-studio-version-3-2-1-0-to-3-2-5-0-release-notes/) - NITRO Studio: Update: New setting to select map type and specify Azure Maps key for NITRO Forms / List View. Added these settings in Crow Canyon NITRO Site Settings Go to the SharePoint Site -> Site Contents -> Site Settings -> Crow Canyon NITRO Site Settings NITRO Forms: New Feature: In form event actions, - [NITRO Studio Version 2.6.27.0 / 2.6.28.0 / 2.7.0.0 & Modern NITRO Studio Version 3.1.26.0 / 3.1.27.0 / 3.2.0.0 Release Notes](https://help.crowcanyon.com/2025/08/04/nitro-studio-version-2-6-27-0-2-6-28-0-2-7-0-0-modern-nitro-studio-version-3-1-26-0-3-1-27-0-3-2-0-0-release-notes/) - Note: The notes below are for M365 customers only. To review on-prem updates, please review the Version Log here: https://www.crowcanyon.com/nitro-studio/version-log/ For this latest update to NITRO Studio to 2.7.0.0 and to 3.2.0.0, we are announcing the general availability of NITRO Copilot in NITRO Studio! NITRO Copilot was first offered as part of our NITRO Help - [NITRO Studio Version 2.6.22.0 to 2.6.26.0 & Modern NITRO Studio Version 3.1.21.0 to 3.1.25.0 Release Notes](https://help.crowcanyon.com/2025/07/18/nitro-studio-version-2-6-22-0-to-2-6-26-0-modern-nitro-studio-version-3-1-21-0-to-3-1-25-0-release-notes/) - NITRO Site Settings We have introduced the concept of Site-level variables which can be used in NITRO Forms (now) and will be available in other NITRO apps soon. In this first iteration of Site-level Variables, the options for the type of variable are Text and Yes/No: When setting permissions tabs, sections, fields, or buttons on - [NITRO Studio Version 2.6.18.0 to 2.6.21.0 & Modern NITRO Studio Version 3.1.17.0 to 3.1.20.0 Release Notes](https://help.crowcanyon.com/2025/06/02/nitro-studio-version-2-6-18-0-to-2-6-21-0-modern-nitro-studio-version-3-1-17-0-to-3-1-20-0-release-notes/) - The big news for this release, for our M365 customers, is the general release of Modern NITRO Studio 3.x. This update brings enhanced security, modern architecture, and long-term support. As Microsoft phases out SharePoint App Add-ins, we’re moving NITRO Studio to the SharePoint Framework (SPFx)—a fully supported, more secure, and future-focused platform. Note: SharePoint On-premises - [NITRO Studio - v2.6.13.0 / v2.6.14.0 / v2.6.15.0  / v2.6.16.0  / v2.6.17.0](https://help.crowcanyon.com/2025/04/23/nitro-studio-v2-6-13-0-v2-6-14-0-v2-6-15-0-v2-6-16-0-v2-6-17-0/) - Modern NITRO Studio - v3.1.12.0 / v3.1.13.0 / v3.1.14.0 / v3.1.15.0 / v3.1.16.0 NITRO List View Feature: When ‘Show items inside folders’ option is selected in ‘Folders or Flat’, a new setting ‘Load all folders’ is added. Enhancement: Added advanced setting ‘DynamicTileCount’ to update current view data in the tile when list view data is - [NITRO Studio Version 2.6.10.0 to 2.6.12.0 & Modern NITRO Studio Version 3.1.9.0 to 3.1.11.0 Release Notes](https://help.crowcanyon.com/2025/03/28/nitro-studio-version-2-6-10-0-to-2-6-12-0-modern-nitro-studio-version-3-1-9-0-to-3-1-11-0-release-notes/) - We have some excellent new features that will improve your experience with NITRO Reports. In NITRO site settings, you now have the option to show or hide the report settings button in the report toolbar, making it easier to customize the look and feel of your reports. We've added a tooltip for the hide toolbar - [NITRO Studio Version 2.6.7.0 to 2.6.9.0 & Modern NITRO Studio Version 3.1.6.0 to 3.1.8.0 Release Notes](https://help.crowcanyon.com/2025/03/13/nitro-studio-version-2-6-7-0-to-2-6-9-0-modern-nitro-studio-version-3-1-6-0-to-3-1-8-0-release-notes/) - NITRO Workflows We’ve added a new feature that allows customers to refer back to any previous version of an item to get information from a field. This could be used for audit purposes, or general business process workflows. To read the value of a field from (n-1) version where ‘n’ is the latest version, use - [NITRO Studio Version 2.6.2.0 to 2.6.6.0 & Modern NITRO Studio Version 3.1.1.0 to 3.1.5.0 Release Notes](https://help.crowcanyon.com/2025/02/27/nitro-studio-version-2-6-2-0-to-2-6-6-0-modern-nitro-studio-version-3-1-1-0-to-3-1-5-0-release-notes/) - NITRO Forms Enhancement: Support for drag and drop in NITRO attachments column. You can now natively drag and drop files one at a time into a NITRO Attachment column as shown below. There is no need to enable any features. Upgrading to the latest NITRO will provide this functionality: - [NITRO Studio Version 2.6.1.0 & Modern NITRO Studio Version 3.1.0.0 Release Notes](https://help.crowcanyon.com/2025/01/02/nitro-studio-version-2-6-1-0-modern-nitro-studio-version-3-1-0-0-release-notes/) - Released: 1/2/25 NITRO Studio Updated code references to refer to a new CDN. More details here: CDN Update FAQ Page - Crow Canyon Software Support - [NITRO Studio Version 2.5.78.0 to 2.5.82.0 & Modern NITRO Studio Version 3.0.10.0 to 3.0.15.0 Release Notes](https://help.crowcanyon.com/2024/11/21/nitro-studio-version-2-5-78-0-to-2-5-82-0-modern-nitro-studio-version-3-0-10-0-to-3-0-15-0-release-notes/) - Released: 11/15/2024 List Search We’ve added support for showing Custom Actions in the results of a List Search. This will enhance your ability to search for specific items, and then run Custom Actions on one or more items at once. The Custom Actions will appear in the Tool Bar above the results: To enable this - [NITRO Studio Version 2.5.74.0 to 2.5.77.0 & Modern NITRO Studio Version 3.0.6.0 to 3.0.9.0 Release Notes](https://help.crowcanyon.com/2024/10/15/nitro-studio-version-2-5-74-0-to-2-5-77-0-modern-nitro-studio-version-3-0-6-0-to-3-0-9-0-release-notes/) - NITRO Workflows Feature: In DocuSign action, added signature tab support. With this, recipients can sign at specific places in the document. This will allow you to identify the placeholder in the document where the signature(s) should occur: Enhancement: In mail templates, support to put query list results as grid (placeholder with prefix 'view:'). Use the - [NITRO Studio Version 2.5.69.0 to 2.5.73.0 & Modern NITRO Studio Version 3.0.1.0 to 3.0.5.0 Release Notes](https://help.crowcanyon.com/2024/08/12/nitro-studio-version-2-5-69-0-to-2-5-73-0-modern-nitro-studio-version-3-0-1-0-to-3-0-5-0-release-notes/) - These latest updates introduce a few new features which are straightforward. The most significant change to the Version Log and Release Notes is the addition of the Modern NITRO Studio 3.x series. This is our replacement for the add-in-based NITRO 2.5.x series. Because it will take time for our customers to move to the 3.x - [NITRO Studio Version 2.5.62.0 to 2.5.68.0 Release Notes](https://help.crowcanyon.com/2024/07/12/nitro-studio-version-2-5-62-0-to-2-5-68-0-release-notes/) - Tiles and Dials Enhancement: Added support to specify dial width. There is a new option to modify the width of the dial as shown in the web part. You’ll find this under Dial Properties -> Chart Properties -> Chart Dial Width: The default is 20px, and looks like this: But this can be adjusted to - [NITRO Studio Version 2.5.52.0 to 2.5.61.0 Release Notes](https://help.crowcanyon.com/2024/06/26/nitro-studio-version-2-5-52-0-to-2-5-61-0-release-notes/) - NITRO Workflows Feature: Added new “Document Intelligence” action to support Excel/Word/Doc document content extraction (O365 only). This new action allows you to parse new and existing documents in a document library into Azure Search AI. This allows you to connect an LLM (such as Azure Open AI) for use with our NITRO Copilot. NITRO Site Settings Feature: Added new - [NITRO Studio  Version 2.5.44.0 to 2.5.51.0 Release Notes](https://help.crowcanyon.com/2024/03/11/nitro-studio-version-2-5-44-0-to-2-5-51-0-release-notes/) - NITRO Forms Enhancement: In Associated Items added an advanced JSON setting to refresh the main item display form when the associated item is updated or cancelled and if the main item is modified. In the Extended Settings JSON under the UI Settings tab, you can toggle this feature on and off by changing ‘Enabled’ to - [NITRO Studio Version 2.5.38.0 to 2.5.43.0 Release Notes](https://help.crowcanyon.com/2024/01/23/nitro-studio-version-2-5-38-0-to-2-5-43-0-release-notes/) - NITRO Forms Feature: Added support to drag-drop columns from one section/tab to another. On a section within a tab, you can now drag and drop fields from the tab to the section. As you can see from this short video, you can move the fields into and out of the section directly without needing to - [NITRO Studio Version 2.5.32.0 to 2.5.37.0 Release Notes](https://help.crowcanyon.com/2024/01/23/nitro-studio-version-2-5-32-0-to-2-5-37-0-release-notes/) - NITRO Forms Feature: Added the option to expand/collapse each section Feature: Added option to configure selected tab bottom border, tab separator and disable all borders in Forms theme - [NITRO Studio Version 2.5.24.0 to 2.5.31.0 Release Notes](https://help.crowcanyon.com/2023/10/23/nitro-studio-version-2-5-24-0-to-2-5-31-0-release-notes/) - Modern Branding In the Branding (Modern) app, we relased the option to have more control over the Quick Launch UI via the Extended Settings JSON field: The first section of the JSON text gives you the option to modify the Right and Top border Color, Width, and Style: {"QuickLaunch":{"Border":{"Right":{"Color":"","Width":"","Style":""},"Top":{"Color":"","Width":"","Style":""}} For instance, with both colors set - [NITRO Studio Version 2.5.17.0 to 2.5.23.0 Release Notes](https://help.crowcanyon.com/2023/09/08/nitro-studio-version-2-5-17-0-to-2-5-23-0-release-notes/) - NITRO Forms Enhancement: Added an option to Collapse/Expand multi-lookup column when display as grid with grouping enabled. In our NITRO Lookup columns, you have an option to select multiple values. You can do this by setting the Display as to either Grid or Check Boxes: If you have it set up as a grid, you - [NITRO Studio Version 2.5.15.0 to 2.5.16.0 Release Notes](https://help.crowcanyon.com/2023/08/10/nitro-studio-version-2-5-15-0-to-2-5-16-0-release-notes/) - In very exciting news, we now can support list views with greater than 5000 items in our Tiles & Dials and NITRO Reports web parts! You’ll see in the settings for the web parts the option to identify if you configuring a setting for a Large List with over 5000 items in it. See below - [NITRO Studio Version 2.5.11.0 to 2.5.14.0 Release Notes](https://help.crowcanyon.com/2023/07/13/nitro-studio-version-2-5-11-0-to-2-5-14-0-release-notes/) - General updates The latest updates to NITRO Studio encompass a number of small changes to help make life easier. There are new options to toggle settings on and off (e.g. the NITRO List View Settings button that was showing by default, can now be hidden). NITRO Forms were improved to work better when opening documents - [NITRO Studio Version 2.5.6.0, 2.5.7.0, and 2.5.8.0 Release Notes](https://help.crowcanyon.com/2023/05/23/nitro-studio-version-2-5-6-0-2-5-7-0-and-2-5-8-0-release-notes/) - NITRO Forms We’ve added a feature to NITRO Forms where you can return items in an Associated Items grid or query builder (Fetch Items action) in Form Event Actions with multiple values. Previously we were only able to use one value to return the items in an Associated Items grid or Form Event Action. For - [NITRO Studio Version 2.5.2.0, 2.5.3.0, 2.5.4.0, and 2.5.5.0 Release Notes](https://help.crowcanyon.com/2023/04/21/nitro-studio-version-2-5-2-0-2-5-3-0-2-5-4-0-and-2-5-5-0-release-notes/) - Across the board in this latest release, we made enhancements to our load time for all NITRO Apps. You should see an improvement in load time once NITRO has been updated for your tenant or server. NITRO Forms When using the search feature for the NITRO Lookup field, we added an option to use the - [NITRO Studio Version 2.5.1.0 Release Notes](https://help.crowcanyon.com/2023/03/24/nitro-studio-version-2-5-1-0-release-notes/) - Just a quick note on version numbers. We went from 2.0.0.89 to 2.5.1.0. There were no version releases in between. NITRO Studio UI The big change this week is the change to the NITRO Studio UI itself! We have moved to a lighter look and feel, updated the header, and moved some links around to - [NITRO Studio Version 2.0.0.85, 2.0.0.86, 2.0.0.87, 2.0.0.88, and 2.0.0.89 Release Notes](https://help.crowcanyon.com/2023/03/20/nitro-studio-version-2-0-0-85-2-0-0-86-2-0-0-87-2-0-0-88-and-2-0-0-89-release-notes/) - NITRO Forms We have introduced a couple of new features and a couple of enhancements to the NITRO Forms tool. Signature Column One that I hope our customers will find very helpful is the enhanced Signature Column feature that will invalidate a signature if any one of the specified columns changes after the signature is - [NITRO Studio Version 2.0.0.81, 2.0.0.82, 2.0.0.83, and 2.0.0.84 Release Notes](https://help.crowcanyon.com/2023/02/23/nitro-studio-version-2-0-0-81-2-0-0-82-2-0-0-83-and-2-0-0-84-release-notes/) - NITRO Apps Across all apps, we’ve added a search capability so you can easily find settings. This is especially helpful if you’ve configured a large number of settings such as Workflows and Custom Actions. NITRO Forms When using Lookup Columns in a NITRO Form, we were providing an option for searching values from the lookup - [NITRO Studio Version 2.0.0.80 and 2.0.0.81 Release Notes](https://help.crowcanyon.com/2023/01/27/nitro-studio-version-2-0-0-80-and-2-0-0-81-release-notes/) - NITRO Reports We continue to improve on our how our reports are shown by adding in more options for configurations. Hiding the chart legend is a big improvement as the legend can get very unwieldy with many options. Also, as per the release in the previous version, you can add labels directly to the chart - [NITRO Studio Version 2.0.0.78 and 2.0.0.79 Release Notes](https://help.crowcanyon.com/2023/01/27/nitro-studio-version-2-0-0-78-and-2-0-0-79-release-notes/) - NITRO Reports We’ve added new options in our reporting tool to show the data in a more intuitive way. Here’s an example of each of the new options. Option to show count/value of each segment in pie chart/donut/column/bar etc. Option to show/hide x-axis and y-axis labels (Example hiding the Row Header that says “Priority” at - [NITRO Studio Version 2.0.0.77 Release Notes](https://help.crowcanyon.com/2023/01/24/nitro-studio-version-2-0-0-77-release-notes/) - NITRO Forms We added a new custom column for NITRO Forms for capturing ratings on a scale for any number of options (e.g. 1-5, 1-10, etc). Here is an example of what this looks like: The ratings can also be shown as stars, and you can configure the text above the rating scale: Here is - [NITRO Studio Version 2.0.0.76 Release Notes](https://help.crowcanyon.com/2023/01/18/nitro-studio-version-2-0-0-76-release-notes/) - NITRO Workflows The biggest new addition to NITRO Workflows for M365 is our DocuSign integration action! You can now connect NITRO over to DocuSign to capture electronic signatures. The feature requires you to have a separate DocuSign account. To set this up, first go to NITRO Site Settings for the site and click on the - [NITRO Studio Version 2.0.0.75 Release Notes](https://help.crowcanyon.com/2023/01/17/nitro-studio-version-2-0-0-75-release-notes/) - NITRO Forms In this update we alphabetized the lists of columns in various settings. For instance, if you’re selecting multiple columns in the Column Permission settings, you’ll now see all of the list’s columns in alphabetical order. Previously, they would be in the order in which they were created. This will make it easier for - [NITRO Studio Version 2.0.0.74 Release Notes](https://help.crowcanyon.com/2022/12/12/nitro-studio-version-2-0-0-74-release-notes/) - NITRO Forms Enhancement: Added support for managed metadata and NITRO managed columns in lookup auto-fill column mappings These two types of columns were previously not supported when auto-filling data from a lookup field onto a parent form. NITRO List View Enhancement: Added option to disable hyperlink for converted lookup columns. This change will give you - [NITRO Studio Version 2.0.0.71 Release Notes](https://help.crowcanyon.com/2022/11/15/nitro-studio-version-2-0-0-71-release-notes/) - NITRO Tiles and Dials A great new UI feature for Tiles and Dials is to allow for rounded corners and circular tiles. This gives a fresher, more modern look to your SharePoint pages. Combined with a gradient, you can have slick looking tiles on your pages. Here is an example of what the tiles can - [NITRO Studio Version 2.0.0.70 Release Notes](https://help.crowcanyon.com/2022/11/02/nitro-studio-version-2-0-0-70-release-notes/) - NITRO Forms You can now have filtering of lookup items on the fly by implementing “UpdateItemsDataSource” function in JavaScript. For example if you want to only show lookup items where the Title of the item starts with “Email”, you can add script to the NITRO Lookup column settings like below: // This function is called - [NITRO Studio Version 2.0.0.69 Release Notes](https://help.crowcanyon.com/2022/11/02/nitro-studio-version-2-0-0-69-release-notes/) - NITRO Studio Version 2.0.0.69 encompasses a few bug fixes that provide significant value. NITRO Forms If you have a NITRO Forms lookup field pointing to a Document Library, you were previously only able to see documents in the root folder. We have now fixed this to add support to see documents in nested folders. - [NITRO Studio Version 2.0.0.65 Release Notes](https://help.crowcanyon.com/2022/09/09/nitro-studio-version-2-0-0-65-release-notes/) - NITRO Apps Throughout NITRO Apps that send emails, we have now placed custom email headers to identify which app the email came from. Here are the apps that send emails: NITRO Workflows Custom Actions Email Manager Print Manager Reports What this means is that it will be easier to diagnose email issues (e.g. duplicate emails - [NITRO Studio Version 2.0.0.68 Release Notes](https://help.crowcanyon.com/2022/10/12/nitro-studio-version-2-0-0-68-release-notes/) - NITRO Workflows The big news this week is the release of the Loop Control for NITRO Workflows. This will work similarly for Workflows as it does for Custom Actions. You can read about the release for Custom Actions here: NITRO Studio Version 2.0.0.65 Release Notes - Crow Canyon Software Support. Here is a link to - [NITRO Studio Version 2.0.0.67 Release Notes](https://help.crowcanyon.com/2022/09/26/nitro-studio-version-2-0-0-67-release-notes/) - NITRO Studio We have enhanced the Subscription Details page in NITRO Studio so that you can now see how many sites in your Site Collection have NITRO Studio activated. To see this information, first go to NITRO Studio and click on NITRO Admin Home: Then click on Subscription Details in the right panel: This will - [NITRO Studio Version 2.0.0.66 Release Notes](https://help.crowcanyon.com/2022/09/19/nitro-studio-version-2-0-0-66-release-notes/) - Other than a few minor bug fixes to NITRO Workflows and NITRO Forms, the biggest release this week comes from Custom actions. NITRO Custom Actions In our Query List action, when using a lookup as your filter for the query, you could only use a single item lookup. Multi-item lookups were not supported. This version - [NITRO Studio Version 2.0.0.64 Release Notes](https://help.crowcanyon.com/2022/09/01/nitro-studio-version-2-0-0-64-release-notes/) - NITRO Apps Our big release for NITRO Apps this week is the ability to support large items in the Graph API. Previously, there was a limitation of 3MB and this has now been increased to 150MB. This works best for the Email Sync tool where now you can send in an email with large attachments - [NITRO Studio Version 2.0.0.63 Release Notes](https://help.crowcanyon.com/2022/08/26/nitro-studio-version-2-0-0-63-release-notes/) - NITRO Apps We added more mobile responsiveness to the Modern UI (Quick Launch support), List Rollup, Associated Items, and List View. As we continue to test and receive feedback, you’ll see more changes to the responsive elements of all of our NITRO apps. NITRO List View Previously, “Content Type” was not a visible column in - [NITRO Studio Version 2.0.0.62 release notes](https://help.crowcanyon.com/2022/08/09/nitro-studio-version-2-0-0-62-release-notes/) - This week, we continue our work on mobile responsiveness in our apps. We have already released a mobile option for the NITRO List View and continue to refine this feature, with new updates this week. Mobile responsiveness We’ve released updated options for viewing Associated Items from a mobile device, with new UI settings in NITRO ## Pages - [Home Page](https://help.crowcanyon.com/) - Support for Crow Canyon Software Products - [CDN Update FAQ Page](https://help.crowcanyon.com/cdn-update-faq-page/) - Last update: January 15, 2025 In our on-going efforts to provide superior service to our customers, we are moving the NITRO Studio CDN (“Content Delivery Network”) to Microsoft’s Azure Front Door. This will provide increased reliability and security. This update is a simple process similar to the normal NITRO Studio upgrade you may have done - [NITRO CDN Update](https://help.crowcanyon.com/nitro-cdn-update/) - Applies To: SharePoint Online Overview For more info on this update, see the FAQ page here: FAQ Page You can watch a video of this process here: Update Webinar Recording CDN stands for Content Delivery Network. It is a network of servers distributed across various locations worldwide to deliver content (such as websites, images, videos, or other - [NITRO Studio CDN update for SP On-Premises (2013, 2016, 2019, and SE)](https://help.crowcanyon.com/nitro-studio-cdn-update-for-sp-on-premises-2013-2016-2019-and-se/) - Applies To: SharePoint On-Premises (2013, 2016, 2019 (Classic and Modern), and SE) NITRO Studio Version: NITRO Azure Description This article describes the steps to update CDN references in NITRO Studio activated sites. Summary of steps: Update NITRO Studio solutions in the SharePoint server Update NITRO Studio Modern webpart apps Note: Ignore this step if you - [Steps to find CDN Provider for GCC High and Dedicated Azure customers](https://help.crowcanyon.com/steps-to-find-cdn-provider-for-gcc-high-and-dedicated-azure-customers/) - Applies to: O365 Customers using GCC High (Azure Government) or Dedicated Azure (Commercial Azure) Click on https://portal.azure.us/#view/HubsExtension/BrowseAll (GCC High) or https://portal.azure.com/#view/HubsExtension/BrowseAll (Dedicated Azure) to open up Azure. You must be logged in as a user account that has Owner rights to Azure. Search for "CDN" and "Endpoint" as shown in the below screenshots Click on the CDN - [CDN Update for NITRO 3.0](https://help.crowcanyon.com/cdn-update-for-nitro-3-0/) - Applies To: SharePoint Online Description This article describes the steps to update CDN references in NITRO 3.0 site. For more details about the CDN update, refer to article: https://help.crowcanyon.com/nitro-cdn-update/ Summary of steps: Update NITRO Studio components in all sites collections Update NITRO Studio in the NITRO activated sites Detailed Steps: 1.Update NITRO Studio components in - [Home Page NITRO Copilot](https://help.crowcanyon.com/home-page-nitro-copilot/) - [Crow Canyon Software Forum](https://help.crowcanyon.com/forum/) - MenuForum NavigationForumLoginRegisterForum breadcrumbs - You are here:Crow Canyon User Community ForumCrow Canyon User Community ForumNITRO StudioLast postAnnouncementsWatch this area for new features and updated functionality with NITRO Studio!19 Topics · 32 PostsLast post: New Release Available: NITRO Studi … · 3 days ago · Krista WhiteNew Release Available: NI …3 days ago · Krista WhiteCrow Canyon User Voice (formerly Feature Suggestions)Have a suggestion on - [About Us](https://help.crowcanyon.com/about/) - Crow Canyon Software owns and manages this www.crowcanyon.help website. It is a support site meant to assist our customers with using our SharePoint, Office 365, and Microsoft Teams business applications, our NITRO Studio, and our NITRO Bots. Please send any comments or feedback to support@crowcanyon.com. For info about Crow Canyon Software, please see our main - [Privacy Policy](https://help.crowcanyon.com/privacy-policy/) - Who we are This website address is: https://help.crowcanyon.com. It is the support site for Crow Canyon Software. Our main website is https://www.crowcanyon.com What personal data we collect and why we collect it Comments When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address - [Terms of Service](https://help.crowcanyon.com/terms-of-service/) - CROW CANYON FORUM TERMS OF SERVICE Following are the Terms of Service for the Crow Canyon Forum Use of the Crow Canyon Forum indicates you accept these terms. If you do not accept these terms, do not use the Crow Canyon Forum PURPOSE The Crow Canyon Forum is a peer-to-peer and direct support channel for - [Submit a Support Ticket](https://help.crowcanyon.com/supportticket/) - [gravityform id="1" title="true" description="true"] - [Sitemap](https://help.crowcanyon.com/sitemap/) - [Contact](https://help.crowcanyon.com/contact/) - [Knowledge Base](https://help.crowcanyon.com/knowledge-base/) ## Articles - [NITRO Studio Workshop: Overview of New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-overview-of-new-june-2023-nitro-features/) - VIDEO: NITRO Studio Workshop: Overview of New NITRO Features Join James Restivo for an overview of new NITRO Studio features recently released for our June 2023 workshop. Features to be covered include: - New feature that checks for background updates - New $append function - & More! Join James for all this and more to - [Extended Settings in NITRO Forms](https://help.crowcanyon.com/article/707/) - Applies to: NITRO activated sites in SharePoint Online and On-Premises Description NITRO Forms provides enhanced capabilities to create, view or modify the SharePoint list items. This article describes some of the advanced features in NITRO forms. Disable Hyper Links In NITRO forms, in the item display form below column types are hyperlinked (sample screenshot below): - [Support for checkboxes in Word documents for Generate Document Action](https://help.crowcanyon.com/article/700/) - Applies To: SharePoint Online Description: In SharePoint lists we have checkbox columns (multi-choice). Also, Yes/No column can be represented as a checkbox. If SharePoint list item form has checkboxes, sometimes similar UI is required in document (Word/pdf) that are generated based on that item. Checkboxes support in Word templates ensures that look and feel of - [Active Directory Groups integration with NITRO](https://help.crowcanyon.com/article/698/) - Applies to: Office 365 This article describes different NITRO components that can directly work with AD security groups along with unsupported cases. Microsoft SharePoint supports granting permissions at site/list/item level to security groups directly without needing to use SharePoint groups. NITRO works on top of SharePoint, so NITRO does not need any special integration for - [How to enable Sentiment Analysis in Crow Canyon Applications](https://help.crowcanyon.com/article/442/) - Applies To SharePoint Online Description Sentiment analysis evaluates input text to assign a sentiment score ranging from 0 (negative) to 1 (positive). This capability is useful in detecting sentiment and enables custom business process based on the sentiment. Crow Canyon uses Microsoft Azure Text Analytics API for this and you can find more information here. - [Manage quick launch links in SharePoint sites](https://help.crowcanyon.com/article/705/) - Applies To: SharePoint online and On-premises. Description This article describes instructions to manage quick launch links in SharePoint site. Create new navigation link. Create new heading. Change order of links Delete quick launch link. Instructions Create new navigation link: 1.Copy page URL that you want to configure. In this sample use case, we have copied - [How to fix Content Security Policy errors in NITRO Studio sites. ](https://help.crowcanyon.com/article/796/) - Introduction Microsoft rolled out Content Security Policy (CSP) enforcement for SharePoint Online starting March 1, 2026. Tenants had the option to delay enforcement by 90 days using PowerShell, but that delay option expired on June 1, 2026, after which CSP enforcement applies to all tenants with no further postponement available. CSP is a set of - [NITRO Studio - Upgrade Guide (version 2.7.33.0)](https://help.crowcanyon.com/article/799/) - Upgrading from a version prior to 2.7.33.0. Applies to: NITRO Studio for SharePoint Server 2016 / 2019 / Subscription Edition (SE), on-premises. One-time upgrade steps for SharePoint administrators. Who should use this document. This guide covers the one-time steps required to move an existing NITRO Studio farm from a version prior to 2.7.33.0 to a - [NITRO Studio On-premises - Upgrade Guide](https://help.crowcanyon.com/article/801/) - Applies to: SharePoint Server 2016 / 2019 / Subscription Edition (SE), on-premises. Use this guide for the standard upgrade. When Crow Canyon releases a new NITRO Studio version, these are the steps to update your farm to it. For fresh installation, refer to NITRO Studio Installation Guide. Note: If you are upgrading from a version - [NITRO Studio On-Premises - Installation Guide](https://help.crowcanyon.com/article/800/) - Applies to: NITRO Studio for SharePoint Server 2016 / 2019 / Subscription Edition (SE), on-premises. Fresh installation; version 2.7.33.0 and above. For SharePoint administrators. What this guide covers. This document explains how to install Crow Canyon NITRO Studio on an on-premises SharePoint farm for the first time. All steps are performed with the NITRO Studio - [How to modify the default "Save" and "Cancel" buttons in Nitro forms and Portal?](https://help.crowcanyon.com/article/362/) - Applies to: SharePoint online and On-premises This article describes about how to modify the default "Save" and "Cancel" buttons in NITRO forms and Portal forms and related functionality. Save button text change Cancel button text change How to redirect to custom page URL after submitting the form? Change background color and hover color of the - [Update NITRO Studio in Activated Sites](https://help.crowcanyon.com/article/798/) - Applies To SharePoint Online NITRO Studio Version 3.x Note: If you are using NITRO Studio Version 2.x or earlier, please contact Crow Canyon Support before proceeding with the upgrade. Description: This document explains how to upgrade NITRO Studio in existing activated SharePoint Online site collections. There are two upgrade options: Upgrade NITRO Studio for a - [NITRO Studio On-premises – Move to a common package location](https://help.crowcanyon.com/article/797/) - Introduction NITRO Studio On-premises provides an option to install the package in a common location for the site collections in a web application. Previously, every site collection was required to have its own separate package. This required additional time during initial install and then subsequent updates. You can continue to use the package from the - [Show region specific date locale in the email sent via NITRO Workflows](https://help.crowcanyon.com/article/795/) - Applies to: SharePoint Online and SharePoint On-Premises Description Regional date format should be implemented accurately for maintaining data integrity, preventing critical errors, and enhancing user experience. Localization helps applications remain both globally interoperable and locally relevant, maintaining professional trust and meeting regional legal requirements. Crow Canyon Applications allow specifying regional settings to format date, currency - [Configure “Select All” Button for a Multi-Select lookup Column in NITRO Forms](https://help.crowcanyon.com/article/794/) - Applies to: SharePoint Online Description This article explains how to add a custom “Select All” button next to a multi-select lookup column in Crow Canyon NITRO Forms. By clicking this button, users can select or deselect all the lookup column options in single click, improving form efficiency and user experience. The guide provides step-by-step instructions, - [Service Request NITRO Application for SharePoint Online: Installation Steps](https://help.crowcanyon.com/article/604/) - Applies to: SharePoint Online Description NITRO Application for Crow Canyon Service Request is installed from the applications page in NITRO Studio. Post that there are some additional steps to configure the site. Please ensure that you have installed the application as per details in this article before performing these steps. Summary of steps Install and - [Installation of Outlook Addin for Crow Canyon Product](https://help.crowcanyon.com/article/348/) - How to install Crow Canyon Outlook Addin Applies To: SharePoint Online and SharePoint On-Premises Crow Canyon Outlook Add-in is used to create new Tickets from Emails in the mailbox or link the emails to existing Tickets in our Help Desk Application. Please download the Crow Canyon Outlook to SharePoint Add in Package from OutlookSharePointAddin. Steps - [NITRO Studio Workshop: NITRO AI Features](https://help.crowcanyon.com/article/nitro-studio-workshop-nitro-ai-features/) - NITRO Studio Workshop: NITRO AI Features Join us for an interactive workshop exploring how NITRO AI features are revolutionizing service management through intelligent automation and real-time insights. This session will guide you through the latest AI-driven features designed to help your team work smarter, respond faster, and deliver exceptional user experiences. We’ll demonstrate how each - [Modern NITRO Studio (3.0) Installation Guide](https://help.crowcanyon.com/article/751/) - Applies To: SharePoint Online Pre-requisites NITRO Studio can be installed using below permission levels: NITRO API (Tenant level) NITRO Site API (site.selected) Activate NITRO for a Site Collection (Applicable for NITRO API and NITRO Site API) The first step is to decide which permission level to use for the installation. For more details about NITRO - [Invoking a Power Automate Flow from Custom Actions or Post Save Scripts in Submit Action (NITRO Form) with Current Item Data](https://help.crowcanyon.com/article/792/) - Applies to: SharePoint Online Description: Custom Actions allow seamless integration to update the current item. In scenarios where integration with Microsoft Power Automate is required, Custom Actions provide the flexibility to invoke an existing Power Automate flow. With Crow Canyon NITRO Studio, you can configure a Custom Action to call a Power Automate flow and pass - [Permissions used in NITRO Studio Modern (3.0)](https://help.crowcanyon.com/article/742/) - Applies To: SharePoint Online Description NITRO Studio can be installed with one of the below permission levels in SharePoint Online site collection. 1. NITRO API (tenant level) Tenant administrator needs to grant this permission. NITRO API will have full control permissions on all site collections in the SharePoint. This option makes the NITRO Studio installation - [Upgrade NITRO Studio from 1.0/2.0 to Modern NITRO Studio (3.0)](https://help.crowcanyon.com/article/752/) - Applies To: SharePoint Online Pre-requisites: 1. The user doing the upgrade requires global admin rights on the SharePoint online tenancy. 2. Custom scripting should be enabled for the site collection. Refer below article for details on the use of custom scripting in NITRO Studio. https://help.crowcanyon.com/article/742/#CustomScript 3. Refer to NITRO Studio permissions from: https://help.crowcanyon.com/article/742 4. Refer - [Crow Canyon license manager shows expired error message in Central Administration in SP 2010 / SP 2013](https://help.crowcanyon.com/article/201/) - False license expiry message in Crow Canyon License Manager Error shown is: "Warning: Your product has expired and will stop working in 0 days" 1. This is just a false message shown in Central Administration. Product is licensed correctly and will continue to work with full features. This issue is fixed in latest Crow Canyon - [Requester Details are not populating in Configurable Portal](https://help.crowcanyon.com/article/212/) - Issue: Requester details are not populating in configurable portal Cause: The logged in user may not have permissions on User Information List. Resolution: To auto populate Requester details, give read permissions for everyone on User Information List. Go to Site Settings in root site --> People and groups (in Users and Permissions section) --> Click - [Frequently asked questions in Configurable Employee Portal](https://help.crowcanyon.com/article/211/) - Master FAQ of Portal settings Applies to: SharePoint Online and SharePoint On-Premises 1. How to configure © copyright symbol in the Portal Please refer #1 from https://help.crowcanyon.com/article/197 2. How to add new items under "Notifications" and "Other Links" section? Please refer #2 from https://help.crowcanyon.com/article/197 3. How to configure Quick Links with default field values? Please - [How to configure Portal Theme settings and how to upload own theme css file?](https://help.crowcanyon.com/article/210/) - Applies To: SharePoint On-Premises and SharePoint Online There are two ways of creating new portal themes. Copy the settings from existing theme Start creating a new theme from scratch To copy from existing theme, go to Portal Settings--> Portal Theme section --> Click on Copy button as shown below. Note: Providing spaces in the theme - [Ticket and Assignment Actions: Not allowed to perform this action message appears when try to using them](https://help.crowcanyon.com/article/205/) - Applies to: SharePoint 2013/2016/SharePoint Server Subscription Edition Product Version: CrowCanyon Product V3.7 1. As per the default configurations, Actions can be executed only by Assigned Staff of the ticket. To change this permission, Go to Site contetns --> Workspaces document library --> Action Executor.aspx page Edit the Action Executor.aspx page and edit "CCSAction Executor" webpart. - [Crow Canyon Excel-to-SharePoint Import tool](https://help.crowcanyon.com/article/204/) - Import Data from Excel to SharePoint List Items Applies to: SharePoint Online and On-premises Crow Canyon Excel-to-SharePoint import tool This tool provides a UI where you can select the source Excel file and the target SharePoint list and then map the Excel columns to SharePoint list fields. The tool will read information from the Excel - [Configuration of Click availability for CaseId](https://help.crowcanyon.com/article/198/) - 1.Open SharePoint Designer --> Open Site and give site url 2.Open Lists and Libraries and Open Tickets list 3.Go to Views section and click on 'Default view' 4.Add linkToItem="TRUE" property to CaseId 5. Go to Site and check click availability for CaseId - [Frequently asked questions on Configurable Portal](https://help.crowcanyon.com/article/197/) - Applies to: SharePoint Online and SharePoint On-Premises Frequently asked questions on Configurable Portal 1. I was not able to get the copyright symbol into the footer. I tried using the html code, the html name code and copy and paste © . How do I add the copyright symbol? Ans: Follow these instructions to add - [Auto-close Tickets after a certain time if they are still open](https://help.crowcanyon.com/article/151/) - If Tickets remain open for a certain period then these can be auto-closed using Infowise Smart Action Pro. Please refer images below to configure the action. For this example, we are using [Today]-14 as the condition for running the action. This will close the Ticket two weeks (14 days) after it is created. This can - [Measure effectiveness of technicians with KPIs generated using Ticket resolution statistics](https://help.crowcanyon.com/article/140/) - Ticket resolution statistics are captured in a separate list and reports are generated on the data as per steps below. One specific report has been shown below, depening on the requirements, different data can be captured to generate other reports: - Create a new list KPI with below fields to capture ticket data. Title - - [Office 365 Service Request: Create recurring Tickets with different schedules](https://help.crowcanyon.com/article/137/) - There is a better way to configure the Recurrence feature now, please refer this article. Use Workflow Manager App to create recurring items with various schedules Workflow Manager App can be used to create recurring Tickets at different intervals. This is important for cases like creating scheduled maintenance Tickets for Assets. Below article describes the - [Email Report for all Over Due Tickets](https://help.crowcanyon.com/article/133/) - Get a report of all overdue tickets daily Description To get an alert mail that contains all over due tickets. Investigation Using Infowise alert pro we can get alert with single item only. To get a summary of all over due tickets in a single mail we use Infowise Action settings and Infowise Print settings. - [List is not displaying any items in the SharePoint site](https://help.crowcanyon.com/article/124/) - Tickets list is not showing any items as web part is closed on the page Applies to: SharePoint Online and On-prem Issue Description: Tickets List is not displaying any items as shown in below image: Cause: User might have closed the Tickets Webpart in Tickets List by clicking on Close option (while editing the Tickets - [Issue Types are not getting cascaded according to the selected Category in the Tickets](https://help.crowcanyon.com/article/123/) - Cause:- The Url in 'New Ticket Form' and 'Constant File' might not be pointing to the CCSSRScript java script file in Script Documents. Fix:- Follow the steps below if this is the cause. 1. Go to Script Documents. 2. Copy Shortcut the CCSSRScript java script file. (Copy the Url of the the Java script file - [Error while defining Escalation Time in SLA Definition](https://help.crowcanyon.com/article/120/) - Issue Description:- While creating a SLA Definition , the following error occured. Cause/Fix :- This error occurs due to the Regular Expression settings in column validations. In Infowise Column Validations, a column validation rule has been defined, of taking single digit numeric validation of [0-9]?:[0-9]?:[0-9]? So, Change the value from "[0-9]?" to "[0-9][0-9]?"like below. - [Not able to close ticket due to pending approvals](https://help.crowcanyon.com/article/119/) - Issue Description: Customer created a ticket and approval process was started for it. Ticket was in pending approval status and customer tried to close it. They were not able to close due to ticket having pending approval. Ticket can't be clas there is a approval process attached to it. Not able to close even after - [Details on setting up Incoming E-mail in SharePoint 2010](https://help.crowcanyon.com/article/105/) - This Microsoft Technet article has extended details about setting up and using Incoming Email in SharePoint 2010: http://technet.microsoft.com/en-us/library/cc262947.aspx - [Add new ticket link (webpart) in a workspace](https://help.crowcanyon.com/article/102/) - - In CCS Service Request a Ticket can be created directly from a page by adding 'Crow Canyon Ticket Launcher' web part as shown below - Configure "Crow Canyon Ticket Launch" web part by following these steps 1. Edit a page and add Ticket launcher web part as shown below 2. Edit 'Crow Canyon Ticket - [Category/Issue Type linkage not working in SharePoint](https://help.crowcanyon.com/article/101/) - Applying Alternative Access mapping or changing the site URL leads to stop working Category Vs Issue Type cascaded functionality and Templates functionalities. To enable these features again, do the following steps. 1. Open the Script Documents document library in Service Area Site. (Fig A, Fig B and Fig C) 2. Copy the CCSSRScriptV2.0.102 java - [Missing Attachments in SharePoint Tickets](https://help.crowcanyon.com/article/100/) - Attachments on emails sent to a SharePoint list could be missing. This can especially be an issue for attachments on emails sent from Office Outlook for Mac and Outlook Web Access. Are attachments missing from e-mail messages that are sent to a SharePoint document library? If attachments are missing from e-mail messages that are sent - [Restricting Assigned Staff list in SharePoint](https://help.crowcanyon.com/article/106/) - You can restrict the Assigned Staff column on a ticket to show only members of a group rather than the whole SharePoint list of users. This is done by going to Tickets/List Tools/List/List Settings, then the Assigned Staff column. Use the "Choose from:" option there. You need to choose a group (or you can create - [Install Crow Canyon NITRO Secure for SharePoint SE and SharePoint 2019 (Modern UI)](https://help.crowcanyon.com/article/631/) - Applies to: SharePoint SE and SharePoint 2019 (Modern UI) Description This article describes the steps to install Crow Canyon NITRO Secure solution for SharePoint On-Premises 2019 and SE for SharePoint Modern UI. NITRO Secure solution works entirely from within your SharePoint network and does not need to connect to Crow Canyon services running in Azure. - [Document Intelligence Custom Actions](https://help.crowcanyon.com/article/791/) - Applies to: SharePoint Online Description Document Intelligence action is required to extract the content of the documents and save them in a target location which is further used by copilot. Pre-requisites: Users generally need an Azure subscription to set up and use Azure services. User needs permission to create Azure resources and to deploy models - [Calculate Embeddings Custom Action](https://help.crowcanyon.com/article/790/) - Applies to: SharePoint Online Description An embedding is a numerical format of a text that represents its meaning. It converts words or sentences into floating-point numbers so that computers can understand and compare their meanings. Embeddings are especially useful during search. When a user types a query, the system calculates the embedding for that query - [AI Connection Settings in NITRO Site Settings](https://help.crowcanyon.com/article/789/) - Applies to: SharePoint Online Description In NITRO Site Settings, the AI Connection Settings allow user to configure and manage connections to various AI services. Here’s a brief overview of how to set up these connections: Accessing AI Connection Settings: 1. Open NITRO Site Settings and locate “AI Connection Settings.” Creating a New AI Connection: Click - [Knowledge Base Copilot Configuration in NITRO Studio](https://help.crowcanyon.com/article/745/) - Contents Knowledge Base Copilot Configuration in NITRO Studio. 1 Description. 1 Prerequisites. 1 Summary of steps. 1 Detailed description. 2 AI Connections in NITRO Studio. 2 General details of NITRO Copilot 4 Configure the Copilot web part on the page. 49 KB Copilot in NITRO Helpdesk. 50 Add KB Copilot to Page. 65 Applies to: - [Instructions to create Azure Services for use with NITRO Copilot](https://help.crowcanyon.com/article/747/) - Applies to: SharePoint Online Pre-requisites Azure subscription Permissions to create Azure resources and to deploy models for Azure Open AI. Description In this article, we have described configuring the below services in Microsoft Azure. Azure OpenAI Services Azure AI Search Azure AI Document Intelligence Azure OpenAI Services Azure OpenAI Service provides access to OpenAI's models - [NITRO Workflows Execution Logs](https://help.crowcanyon.com/article/788/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019 Description NITRO Workflows execution logs provide information about how and when the workflows run. These logs are very useful for troubleshooting. Execution logs for a workflow can be accessed from: Logs Button CCSWFHistory_ListName_Number (Selected workflow execution history list) CCSWFHistory_ListName_Common (Common workflow execution history - [Troubleshooting steps for Crow Canyon NITRO Applications](https://help.crowcanyon.com/article/397/) - Applies To: SharePoint Online and SharePoint OnPremises Description: This article describes troubleshooting steps for Crow Canyon NITRO Forms. Rich text control not wrapping up in the column 401 unauthorized error appearing for NITRO Apps Portal Forms configured for the Tickets list does not appear in NITRO Forms Modal Dialog not opening in Custom Actions and - [Disable ‘HTML Text – Crow Canyon’ SPFx Web Part At Tenant Level](https://help.crowcanyon.com/article/787/) - Applies to: SharePoint Online Description In a modern SharePoint site, web parts present meaningful content. However, in some cases, SharePoint administrators may need to disable a specific web part. This article explains how to disable ‘HTML Text—Crow Canyon’ SPFx web part at the tenant level. Points to note: Before proceeding to disable any of the - [Avoid SharePoint Version Conflict Error in NITRO Forms Using Background Monitoring](https://help.crowcanyon.com/article/786/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description In SharePoint, version conflict error occurs when multiple users or processes attempt to update the same item simultaneously. In Crow Canyon applications, this error typically occurs if automated process (like NITRO Workflows, Crow Canyon Product App, etc.) updates - [How to enable scripting capabilities with PowerShell](https://help.crowcanyon.com/article/446/) - Applies To: SharePoint Online Description Crow Canyon NITRO Studio requires that custom scripting should be enabled in the SharePoint site. Please refer this Microsoft article to enable scripting from the SharePoint admin center. To enable scripting immediately for the site using PowerShell, please follow the detailed steps given below. Note that enabling the scripting from SharePoint - [Uninstall steps for Crow Canyon NITRO Application](https://help.crowcanyon.com/article/392/) - Applies To SharePoint Online and SharePoint On-Premises (NITRO Studio) Summary of steps Remove NITRO Apps configurations Deactivate NITRO Studio for the site Remove NITRO Apps (SharePoint Online)/Deactivate NITRO Studio features (SharePoint On-Premises) Note For SharePoint Online, if any one of the Crow Canyon NITRO apps are deleted from the site collection without deleting the configurations - [Address Lookup Column Rendering Issue With Large Data in Standard SharePoint List Forms](https://help.crowcanyon.com/article/785/) - Applies to: SharePoint On-Premises Issue In standard SharePoint forms, if a lookup column has to load a large amount of data, then it throws the below error message: “System.InvalidOperationException: Error during serialization or deserialization using the JSON JavaScriptSerializer. The length of the string exceeds the value set on the maxJsonLength property.” Cause This error occurs - [Implement Parent-Child relationship in Tickets](https://help.crowcanyon.com/article/784/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description In IT helpdesk application, parent-child relationship in tickets is a way to link multiple related tickets together in a hierarchical structure. This means one "parent" ticket represents a main issue or request, and several "child" tickets are created - [Function: Get Column Value for Version](https://help.crowcanyon.com/article/708/) - Applies to: NITRO Workflows and Custom Actions (SharePoint Online and SharePoint On-premises(2019)) For complete list of functions, please refer to this article. Introduction For SharePoint lists there is a feature to append text in columns of the type 'Multiple lines of text'. When 'Append Changes to Existing Text' is enabled in column settings, changes are - [Restrict Number Of Users Selection In A Multiple Selections Enabled Person Or Group Column In NITRO Forms](https://help.crowcanyon.com/article/783/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description In SharePoint list, it is directly not possible to restrict the number of users that can be selected in multiple selections enabled person or group column. This can be achieved using form event actions in NITRO Forms. Sample - [Troubleshooting NITRO Studio GCC High installation issues](https://help.crowcanyon.com/article/782/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online - GCC Environment Description This article lists the fixes for common issues in NITRO Studio GCC High installation. Symptom 1 On executing a NITRO Custom Action, an error message as stated below is received: ‘One or more NITRO script files are not up to date. - [Print Item Version History from A Version Enabled Multiple Lines of Text Column In an Email](https://help.crowcanyon.com/article/781/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article describes steps to print version history of a multiple lines of textcolumn with "Append Changes to Existing Text" in an email. This is useful for tracking updates made over time in fields like comments, logs, notes, - [Change The Currency Type in NITRO Form Dynamically](https://help.crowcanyon.com/article/780/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description In most European countries, the comma is used as a decimal separator to distinguish the integral part of the number from its decimal part. For example, "Three Hundred Euros and Ten Cents" is written as 300,10, with a - [How to use Graph API for sending mails from NITRO Workflow Manager and Advanced Approval apps](https://help.crowcanyon.com/article/601/) - Applies to: SharePoint Online NITRO Workflows and Advanced Approvals Introduction NITRO Workflows and Advanced Approval apps by default uses SendGrid service for outgoing emails. This can sometimes cause mail delivery issues as SendGrid server IPs may not be trusted by receiving server. Also, mails originating outside of receiving server but with sender address of internal - [Send an Email with NITRO form image of an item](https://help.crowcanyon.com/article/779/) - Applies To: SharePoint Online and Onprem Note: The “ShowTabs” and “EmailTo” features are not yet available in the On-Premises version. This article will be updated once they are implemented. Description An enhancement has been added to the NITRO Item Print feature, enabling the ability to send an email that includes an image of the item's - [How to implement Crow Canyon Ticketing System for different departments?](https://help.crowcanyon.com/article/403/) - Applies To: SharePoint Online and SharePoint On-Premises Description: Generally permissions can be configured at the root site as sub sites inherit the permissions unless the permissions are broken. There might be cases where we need to have unique permissions for some of the lists. In such case, we can go for the list settings --> - [Track who has accessed a list item through NITRO Forms](https://help.crowcanyon.com/article/778/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article describes the process for logging email Id of the user who accesses a list item through NITRO display or edit form. The configuration involves creating a Form Event Action (FEA) that triggers when the display or - [Configure table properties for the list views added to mail template in NITRO Workflows](https://help.crowcanyon.com/article/777/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description List view placeholders can be added to the mail template of ‘Send Mail’ action in NITRO Workflows. By default, list view is printed in the form of a simple table in the email. It is possible to modify - [Configure Survey Feature for Tickets](https://help.crowcanyon.com/article/776/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article describes the steps to configure survey feature for taking feedback about service request experience from the requester when their ticket is closed. The requester receives an email when their Ticket is closed, with ‘Satisfied’ and ‘Not - [Convert text into Hyperlink In the mail template](https://help.crowcanyon.com/article/775/) - Applies To: SharePoint Online and SharePoint On-Premises Description: This article explains the steps to convert text into hyperlink in mail body of the mail template. The hyperlink should open NITRO Form for the related SharePoint list item. In this sample use case, a NITRO Workflow has been configured on the Tickets list with ‘Send Mail’ - [Troubleshooting Steps for Crow Canyon Custom Actions](https://help.crowcanyon.com/article/774/) - Applies to: SharePoint On-Premises Symptom 1 When a ‘Generate Document Action’ is being added to a Custom Action then a UI error message is received as shown below: Cause The above error message is received when the web application (Application Pool Account) account does not have farm admin permissions in the local environment. Resolution Add - [Create and configure Workspaces in Crow Canyon Applications](https://help.crowcanyon.com/article/773/) - Applies to: SharePoint Online and SharePoint On-Premises Description Workspace acts as a centralized location for viewing information related to libraries and lists on a page. The overall process of creating a workspace involves creating a web page and adding the required web parts to that page. The below steps explain the process of creating and - [Notify the Requester/Sender If They Reply to A Closed Ticket](https://help.crowcanyon.com/article/772/) - Applies to: SharePoint Online and On-premises (2013, 2016, 2019 and SE) Application type: NITRO Helpdesk, NITRO Facilities, NITRO Request Management and Customer Service 2020 Description A Ticket is closed by the requester from PortalTicket form or a resolved Ticket is auto-closed 3 days after its ‘Resolved Date’. Sometimes, requester replies to the closed Ticket and - [Configure rich print templates using Crow Canyon Print Manager App](https://help.crowcanyon.com/article/378/) - Applies to: SharePoint online Description This article lists some advanced configurations for rich print templates for SharePoint list items using Crow Canyon Print Manager App. How to print without Page URL at the bottom of the Print page? How to insert base64 image in Rich text control type print template? How to show associated items - [Configure ‘Previous’ and ‘Next’ buttons in NITRO Forms to save the current item and open the previous/next item available in Crow Canyon List View](https://help.crowcanyon.com/article/771/) - Applies to: SharePoint Online and SharePoint On-Premises Description This article outlines the steps to configure the following buttons using ‘Submit Action’ button with custom JavaScript in the NITRO Forms. The functionality of these buttons is to save the current item, and open the previous/next item form in a popup dialog, that is available in the - [Capture Console Logs for Crow Canyon Custom Actions](https://help.crowcanyon.com/article/770/) - Applies to: SharePoint Online and SharePoint On-Premises Description Custom actions run in the browser. In some cases, it is required to capture custom action logs for the purpose of troubleshooting. Console logs for the custom actions can be captured and stored in a custom list. This article describes steps to capture console logs for - [SharePoint Online: Troubleshooting steps for Crow Canyon Reports](https://help.crowcanyon.com/article/425/) - Applies to: SharePoint Online 1. Symptom: "Send Email" function does not send the email with report to the selected recipients. Also, no error message is shown in the UI. Cause: Workflows are not configured on 'CrowCanyonAppsEmails' list Details: "Send Email" functionality does not directly send email to the recipients. It creates an item in CrowCanyonAppsEmails - [Auto-fill Email Address Based on User Specified in A Single Line of Text Column in NITRO Forms](https://help.crowcanyon.com/article/769/) - Applies to: SharePoint Online and SharePoint On-Premises Description ‘Auto-fill User Information’ settings in NITRO Forms are configured based on logged-in user or based on a user column. In some cases, it is required to store user name in a single line of text column, instead of a user column and configure auto-fill user information settings - [Install Crow Canyon NITRO Secure for SharePoint On-Premises](https://help.crowcanyon.com/article/617/) - Applies to: SharePoint On-Premises 2013, 2016, 2019, SharePoint Server Subscription Edition Description This article describes the steps to install Crow Canyon NITRO Secure solution for SharePoint On-Premises (2013 / 2016 / 2019). This will deploy all solutions and services to your internal SharePoint server farm. NITRO updates are applied manually giving more control to administrators - [Hide Crow Canyon Controls from SharePoint List Ribbon](https://help.crowcanyon.com/article/768/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2019/SharePoint Server Subscription Edition Description SharePoint list ribbon shows Crow Canyon components such as Custom Actions, NITRO Forms, Email Manager, NITRO Workflow, Print Settings, List Print and Item Print for the Crow Canyon NITRO activated sites. In some cases, it is required to - [Coming soon....](https://help.crowcanyon.com/article/767/) - [NITRO Studio Report Error Feature](https://help.crowcanyon.com/article/756/) - Applies To SharePoint Online Description: NITRO Studio components provide a variety of features for configuring business process flows in SharePoint. Sometimes an error can occur during execution due to various reasons like invalid configurations or data, intermittent connectivity or Office 365 issues, NITRO issues etc. NITRO Custom Actions component has a feature to log details - [NITRO Studio Workshop: New NITRO Reports Features](https://help.crowcanyon.com/article/nitro-studio-workshop-new-nitro-reports-features/) - NITRO Studio Workshop: New NITRO Reports Features NITRO Reports is an excellent feature for visualizing your SharePoint business application data. We've added some new features which will make you reports and dashboards even better! We'll cover new features like: - Adding a quick link to report settings- In-context filtering for "Current" and "Previous" time periods- - [NITRO Studio Workshop: Building Dashboards with NITRO Studio](https://help.crowcanyon.com/article/nitro-studio-workshop-building-dashboards-with-nitro-studio/) - NITRO Studio Workshop: Building Dashboards with NITRO Studio NITRO Studio has many elements to transform a SharePoint page into a treasure trove of information. With List Views, NITRO Reports, Tiles and Dials plus many more, you can take your SharePoint page from meh to amazing! We'll cover: - A high-level overview of the NITRO Studio - [Import data using Crow Canyon CSV Import Webpart](https://help.crowcanyon.com/article/741/) - Applies To: SharePoint online (NITRO version 2.5.0.42 onwards) and Onprem Note: Latest NITRO installs CSV Import file. Description: This article describes the steps to add data in the SharePoint list from a CSV file using Crow Canyon CSV Import web part. A CSV (Comma-separated values) file is a delimited text file that uses a comma - [Configure Gantt chart in Crow Canyon List Views](https://help.crowcanyon.com/article/687/) - Applies to: NITRO activated sites in SharePoint online and On-premises 2013/2016/2019/SharePoint Server Subscription Edition Description: Crow Canyon list views can give administrators control over the items that are shown in a list view. In list views, Gantt chart is commonly used graphical representation of project schedule. It’s type of bar charts showing the start and - [Custom CSS examples for NITRO Forms](https://help.crowcanyon.com/article/422/) - Applies to: SharePoint Online and On-Premises Product:SharePoint Online – 2.0SharePoint On-premises – 3.7 Description NITRO Forms has lot of built in functionality to create dynamic forms and customize the form UI as required in common business applications. For any custom requirements, you can add CSS and JavaScript on the form to change the UI and functionality. - [Configure choice bar in NITRO Forms to show current status of the request](https://help.crowcanyon.com/article/766/) - Applies to: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description NITRO Forms support configuring a choice bar in the form. This feature provides a visual representation of workflow stages, making it easier for users to track the current status of a request. The choice bar dynamically updates based on the selected column value and can - [NITRO Studio Workshop: NITRO Forms & Business Processes](https://help.crowcanyon.com/article/nitro-studio-workshop-nitro-forms-business-processes/) - NITRO Studio Workshop: NITRO Forms & Business Processes Moving beyond the form interface, we'll take the next step in NITRO and talk about the different Form Event Actions you can take within the form itself, and then show how you can loop in more advanced Custom Actions to take your automation further. Topics we'll cover: - [NITRO Print - Advanced formatting using JavaScript](https://help.crowcanyon.com/article/611/) - Applies To: SharePoint Online and On-premises NITRO activated sites Introduction NITRO Print supports standard print with table layout for list item columns. It also supports rich text based templates with column placeholders to create the required print format. For more information on rich text templates, please refer this article. Additionally, JavaScript can be used to - [Move Ticket to a different service area/site using Crow Canyon Custom Actions](https://help.crowcanyon.com/article/669/) - Applies to:SharePoint Online and On-Premises 2013/2016/2019 Service Request Applications/SharePoint Server Subscription Edition Description It is a common scenario where multiple service areas are installed in a site collection and each of these applications is for Tickets of a particular department. In some cases, a Ticket needs to be transferred from one department to the other. This - [Add sites to Compatibility mode and Trusted sites](https://help.crowcanyon.com/article/165/) - Applies To SharePoint Online and On-Premises For Internet Explorer To prevent Internet Explorer from blocking features of our Crow Canyon Products, we need to add our domain to the trusted sites and enable compatibility mode. Follow the instructions below to configure settings. Add site to Trusted Sites 1. In Internet Explorer, click 'Gear' Icon at - [Steps to convert NITRO Studio based sites to NITRO Secure](https://help.crowcanyon.com/article/646/) - Applies to: SharePoint On-premises (2013, 2016, 2019, SharePoint Server Subscription Edition) Introduction Crow Canyon NITRO Studio for SharePoint on-premises (2013/16/19) has two versions. Regular version (Azure) connects to Crow Canyon components hosted in Microsoft Azure. This includes checks for licensing and referring JavaScript and CSS files. Note that no SharePoint data is sent outside of - [How to customize NITRO Reports using Script](https://help.crowcanyon.com/article/622/) - Applies To: SharePoint Online and SharePoint On-Premises Description This article describes the process of configuring NITRO Reports data using JavaScript in the configuration. Below are some use cases that require script in NITRO Reports How to put currency symbol in Report for currency column values in Table report. How to scale the actual values in - [NITRO Studio Workshop: How to Use NITRO Forms (Part 2)](https://help.crowcanyon.com/article/nitro-studio-workshop-how-to-use-nitro-forms-part-2/) - NITRO Studio Workshop: How to Use NITRO Forms (Part 2) In our last workshop, we covered the core features of NITRO Forms. In this workshop we'll go a bit deeper into the custom column types that you can create, plus go through the Form settings for copying, reviewing version history, and much more! Watch now - [Permissions required for external users to use Modern UI (SPFx) components](https://help.crowcanyon.com/article/431/) - Applies to: SharePoint Online Description Crow Canyon Modern UI applications are built using Crow Canyon SPFx web parts. SPFx is a web part model that provides full support for client-side and responsive SharePoint development. Crow Canyon NITRO platform has full support for Modern UI and you can build rich application using this framework. If Modern - [NITRO Studio Workshop: How to Use NITRO Forms](https://help.crowcanyon.com/article/nitro-studio-workshop-how-to-use-nitro-forms/) - NITRO Studio Workshop: How to Use NITRO Forms We have released many new features in NITRO Studio, so we'd like to take it back to basics and go through all of the exciting things you can do with NITRO today! This will be the first in a series of videos going through what you can - [General Configuration in NITRO Helpdesk](https://help.crowcanyon.com/article/765/) - Applies To: NITRO Helpdesk Application Description This article describes the detail of General Configuration of NITRO Helpdesk Application. Typically, the General Configuration fields are filled out by Crow Canyon upon initial implementation of the program, and for any future adjustments. Unless directed by Crow Canyon Support, these field values should not be changed. The following - [SLA Feature](https://help.crowcanyon.com/article/764/) - Applies to: NITRO Help Desk Online Application Type: NITRO Help Desk Description SLAs (service Level Agreements) are a documented agreement between a service provider and a customer that identifies both the services required and the expected level of service. These agreements can be formal or informal. Web level settings for SLAs applies to all the - [Configure standard notification ‘Notification on Ticket Creation’ using NITRO Workflows](https://help.crowcanyon.com/article/763/) - Applies to: SharePoint Online and On-premises (2013, 2016, 2019 and SE) Application type: NITRO Helpdesk, Facilities 2020, Request Management 2020 and Customer Service 2020 Description This article explains the steps to configure a notification system for the Crow Canyon service request applications in such a way that when a new ticket is created, the notification - [Troubleshooting Classic UI To Modern UI Conversion In SharePoint 2019](https://help.crowcanyon.com/article/762/) - Applies to: SharePoint On-Premises 2019 Description This article lists the troubleshooting steps for various possible errors that might be encountered after converting classic UI to modern UI in SharePoint 2019. Symptom 1: "Create Pages" button in the NITRO Studio apps page failed. Cause: ‘Site Pages’ feature is not activated in site features. Resolution: Activate the - [Use ‘Form Event Actions’ Feature Of NITRO Forms To Add Custom Functionality – III](https://help.crowcanyon.com/article/761/) - Applies to:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description NITRO Forms have a lot of built-in functionality to customize the layout, design and functionality as required in common business applications. For any specific cases not covered directly by the configurations, custom JavaScript and CSS can be added. These custom - [Update parent item when associated items are modified from parent item edit form](https://help.crowcanyon.com/article/760/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article describes steps to update the parent item when its child items are modified from parent item edit form, using custom script in Form Event Actions. Sample use case: Update the status of parent item to ‘Complete’ - [Filter the lookup items based on form key in NITRO Forms](https://help.crowcanyon.com/article/759/) - Applies to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description Lookup column shows lookup list items as per the selected ‘Lookup View’ in column settings. In case of multiple NITRO Forms configured for the list, it might be required to show different set of lookup list items based - [Example to configure aggregate function using ‘Advanced’ operator in NITRO Associated Items column in NITRO Forms](https://help.crowcanyon.com/article/758/) - Applies to: SharePoint Online and Onprem Description: This article describes the steps to configure aggregate function in the NITRO Associated Items column using ‘Advanced’ operator with an example. Sample use case In this article, ‘Associated Tasks’ is a NITRO Associated Items column in Tickets list. We have configured aggregate settings with ‘Advanced’ operator to count - [Switch Between the Tabs Using Custom Buttons in NITRO Forms](https://help.crowcanyon.com/article/757/) - Applies to: SharePoint Online and SharePoint On-Premises Description This article describes the steps to configure custom ‘Next’ and ‘Previous’ buttons to navigate between the tabs in NITRO Forms using JavaScript. The configuration steps are explained in reference to the below use cases: Show all the tabs along with the ‘Next’ and ‘Previous’ buttons. Hide all - [How to use internal mailbox for sending mails from NITRO Workflow Manager and Approval App](https://help.crowcanyon.com/article/349/) - Applies to: SharePoint Online NITRO Workflows and Advanced Approval App Introduction This articles has details for using an internal account to send mails from Workflow Manager and Approval App. Using an internal account results in better mail delivery as mail sent from external servers can be considered as spam by the receiving servers. This article - [Frequently asked questions regarding NITRO Branding](https://help.crowcanyon.com/article/703/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article covers following cases: How to change font-weight of web part header text for NITRO components? How to change background color of web part header for NITRO components? How to change the color of NITRO Form header background - [Troubleshooting Crow Canyon NITRO Branding For Modern Sites](https://help.crowcanyon.com/article/755/) - Applies to: SharePoint Online Description This article describes the fixes for common issues in Crow Canyon NITRO Branding for modern sites. Issue 1: Text is overlapping in top link bar of the page. Resolution Specify custom CSS in ‘Extended CSS’ option available under ‘General Settings’ of the Crow Canyon Branding for Modern Sites. Detailed steps: - [Troubleshooting Merge Fields Mappings in Generate Document Action](https://help.crowcanyon.com/article/754/) - Applies to: SharePoint Online and SharePoint On-Premises (NITRO Workflows and NITRO Custom Actions) Symptoms Data is not merging into the Microsoft Word document generated using ‘Microsoft Office API’. While adding ‘Merge Fields Mappings’ in generate document action, the ‘Merge Field’ drop-down is empty. Cause "Preserve formatting during updates" option is enabled for merge fields in - [NITRO Studio Workshop: Overview of New NITRO Features and the NITRO Road Map](https://help.crowcanyon.com/article/overview-nitro-features-nitro-road-map/) - NITRO Studio Workshop: Overview of New NITRO Features and the NITRO Road Map Join us as NITRO Guru James Restivo discusses the latest in NITRO Features and the NITRO Road Map including: - AI-enabled routing for incoming tickets (NITRO Help Desk)- Update on the NITRO replacement for add-ins- Features on the road map for NITRO - [Reconfigure NITRO ID column settings using Custom Actions/NITRO Workflows](https://help.crowcanyon.com/article/753/) - Applies to: NITRO Studio upgrade from 1.0/2.0 to 3.0 (SharePoint Online) Description NITRO ID column is not supported in NITRO Studio Modern (3.0). Microsoft is phasing out SharePoint Add-Ins and Remote Event Receivers (RERs). NITRO ID column uses RERs to set the ID column value before/after save of the item. After RERs retirement, ID column - [Use AI to Auto-Set Category and Issue Type](https://help.crowcanyon.com/article/750/) - Applies To: NITRO Helpdesk Application (SharePoint Online) Description: In Crow Canyon Helpdesk applications, Tickets list has category and issue types. Categories are used to organize the Tickets. Using artificial intelligence (AI) Tickets can be auto categorized based on the Ticket’s subject and description. By analysing the Ticket’s subject and description, AI identifies the best match - [Auto-assignment in Crow Canyon helpdesk applications](https://help.crowcanyon.com/article/749/) - Applies to: Crow Canyon helpdesk applications (SharePoint Online) Description Auto-assignment refers to assigning new Tickets (or Requests) automatically to specified staff based on the configured rules. This can be done in following ways: Based on the Category and Issue Type. Specific staff users can be set for each category and issue type. Based on users - [NITRO Studio Workshop: Managing SharePoint Permissions with NITRO Applications](https://help.crowcanyon.com/article/nitro-studio-workshop-managing-sharepoint-permissions-with-nitro-applications/) - NITRO Studio Workshop: Managing SharePoint Permissions with NITRO Applications SharePoint permissions can feel like a maze! Since our applications are built in SharePoint, understanding the ins and outs of SharePoint permissions will empower you to take full control and avoid potential headaches down the road. In this session, resident SharePoint expert James Restivo will cover:- - [Steps To Autofill the Logged-in User’s Manager and Manager Information Using NITRO Forms](https://help.crowcanyon.com/article/748/) - Applies To: SharePoint Online and SharePoint On-Premises Description: This article explains the steps to autofill the values of column(s) related to the logged-in user’s Manager and Manager Information in a NITRO Form. For this purpose, Auto-fill User Information and a Form Event Action (FEA) can be configured in NITRO Forms using the steps mentioned below. - [IT Help Desk - Guide for Knowledge Base Copilot](https://help.crowcanyon.com/article/746/) - Applies to: SharePoint Online Description Any employee in the organization can use Knowledge Base Copilot to get comprehensive answers to their questions. Help Desk staff users can also easily generate responses for their Tickets. Knowledge Base Copilot leverages the latest generative AI technologies along with an organization’s existing information and data to provide relevant and - [Steps To Filter The List Items Using SharePoint Views and Calculated Columns](https://help.crowcanyon.com/article/744/) - Applies To: SharePoint Online and SharePoint On-Premises Description: This article describes the steps to use ‘Calculated Columns’ to create SharePoint Views for filtering the items of a list based upon a Date/Time column in the same list. The ‘Date/Time’ column used for reference in this article is titled ‘ClosedDate’. These steps can also be implemented - [Manual for DocuSign Action](https://help.crowcanyon.com/article/728/) - Applies to: SharePoint Online and On-premises NITRO Workflows Introduction DocuSign is an electronic signature platform that simplifies and accelerates the document signing process. It allows users to securely sign, send, and manage documents online, eliminating the need for physical paperwork. DocuSign action in NITRO Workflows is used to send documents within the NITRO sites for - [Configure Archival functionality in O365 Crow Canyon Helpdesk using Workflow Manager app](https://help.crowcanyon.com/article/193/) - Applies to: SharePoint Online Note: If you are using SharePoint On-premises then please refer this article http://www.crowcanyon.info/sharepoint-manuals-37/archiving_tickets.html for Archival functionality Please refer to the below article for latest steps to configure the archival functionality: https://help.crowcanyon.com/article/743/ Automatic Archival Process: Move tickets along with its associated items like tasks to different lists without breaking the relation.It can - [Configure Archival Functionality in Service Request Applications using NITRO Workflows](https://help.crowcanyon.com/article/743/) - Applies To: SharePoint Online Note: For SharePoint On-Premises, please refer to the below article:https://help.crowcanyon.com/article/316/ Description: This article explains the steps to configure archival functionality for the ‘Tickets’ list in Crow Canyon Helpdesk application. The steps explained in this article can also be followed to configure the same functionality for any other list. Automatic archival process - [NITRO Studio Workshop: How to Use NITRO Copilot](https://help.crowcanyon.com/article/nitro-studio-workshop-how-to-use-nitro-copilot/) - NITRO Studio Workshop: How to Use NITRO Copilot Join NITRO Guru, James Restivo to learn all about the new NITRO Copilot. NITRO Copilot is an increasingly integral part of our applications. In this workshop we'll talk about how you can set up and use NITRO Copilot. Topics we'll cover: - Choosing an LLM- Choosing where - [How do I set permissions so that end users can submit and update tickets, but can't see the Service Area?](https://help.crowcanyon.com/article/112/) - Setting permissions requires having users in the correct SharePoint groups in order to permission the groups accordingly. First, you'll want to define a SharePoint Group that contains your end users. This could be a group that contains an All Domain Users AD group. Also, you may want to define a new Permission Level such as - [Invoke REST APIs from NITRO Components](https://help.crowcanyon.com/article/613/) - Applies To:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Introduction Most modern cloud-based software provides APIs to enable integration between different systems. Crow Canyon NITRO Studio components can connect to REST based APIs to fetch and update the data in external systems. REST integration can be added in following components: - [NITRO Purchasing Training: NITRO Purchasing Approvals](https://help.crowcanyon.com/article/nitro-purchasing-training-nitro-purchasing-approvals/) - NITRO Purchasing Training: NITRO Purchasing Approvals In this workshop we'll cover the different ways that approvals can be configured in the NITRO Purchasing application. Combined with previous workshops on setting up approvals using Custom Actions and NITRO Workflows, you can use this list schema to set up approvals for most any scenario. We'll cover:- Using - [Steps to install Pre-built Crow Canyon NITRO applications](https://help.crowcanyon.com/article/464/) - Applies to: SharePoint Online and On-Premises (2013 / 2016 / 2019/SharePoint Server Subscription Edition) Introduction Crow Canyon NITRO solution provides the framework to quickly implement business applications on SharePoint. NITRO configurations can be done by users without writing any code and build applications with rich functionality. For advanced and specific business scenarios, simple JavaScript and - [Address possible save/version conflicts in NITRO Forms](https://help.crowcanyon.com/article/738/) - Applies To: SharePoint Online and SharePoint On-Premises Description: While saving a new item consisting of attachment(s) in a list, using NITRO Forms, an error is received as shown below: Also, when trying to save the same item again after clicking ‘OK’ button, another error is received as shown below: Possible Cause: This error occurs if - [How to Export and Import Crow Canyon NITRO Configurations](https://help.crowcanyon.com/article/445/) - Applies to: SharePoint Online Description In certain cases when list and site structure is same, it is possible to export the NITRO Forms and Workflow configurations from one site and apply the same on other site having similar schema. Most common scenario is when there are two environments for an application: Development and Production. In - [A Complete Guide to Crow Canyon's Mobile List View](https://help.crowcanyon.com/article/737/) - Applies To: SharePoint Online and SharePoint On-premises Description: Crow Canyon List View is a NITRO component that provides enhanced capabilities to view the SharePoint list items. One such capability includes an option of viewing the List View in ‘Mobile Mode’ for devices with screens of different sizes and resolutions. This article covers detailed description of - [NITRO Studio Workshop: NITRO Studio's Unsung UI Heroes](https://help.crowcanyon.com/article/nitro-studio-workshop-nitro-studios-unsung-ui-heroes/) - NITRO Studio Workshop: NITRO Studio Workshop: NITRO Studio's Unsung UI Heroes Join NITRO Guru, James Restivo for a workshop covering NITRO Studio's Unsung UI Heroes. NITRO Studio provides several options for managing the UI of a SharePoint page. There is the Branding web part, Tiles and Dials, List Views, etc. But there are a couple - [NITRO Studio Workshop: Overview and Guidelines of Syntax Used in NITRO](https://help.crowcanyon.com/article/nitro-studio-workshop-overview-and-guidelines-of-syntax-used-in-nitro/) - NITRO Studio Workshop: Overview and Guidelines of Syntax Used in NITRO Join NITRO Guru, James Restivo for a workshop overview and guidelines of syntax used in NITRO. In this session, we will cover: - Overview and guidelines of syntax used in NITRO - Review when to use %% around placeholders - Review when and where - [Troubleshooting steps for Crow Canyon NITRO site activation](https://help.crowcanyon.com/article/683/) - Applies To SharePoint Online and On-premises (SharePoint Server Subscription Edition) Description This article lists the common issues and fixes that occur while activating NITRO for a site. Symptom 1: NITRO studio activation got failed while activating NITRO for the site. Getting below error while activating NITRO for a site: Error: “Site Pages Library does not - [Syntax for Expressions in Custom Actions](https://help.crowcanyon.com/article/653/) - Applied to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Introduction This article describes the syntax used for column placeholders, functions, variables etc. in Custom Actions. Summary: Condition Builder Control Column Mappings Mail Templates Query List Actions Query Query builder Use of query list action result Variables Detailed steps - [Crow Canyon List View Advanced Settings](https://help.crowcanyon.com/article/718/) - Applies to: SharePoint Online For additional settings related to this feature, please refer to Crow Canyon List View advanced settings - Crow Canyon Software Support Description Crow Canyon List View is a NITRO component that provides enhanced capabilities to view SharePoint list items. It also provides a host of features to do operations on list - [Crow Canyon List View advanced settings](https://help.crowcanyon.com/article/494/) - Applies to: SharePoint Online and On-premises For additional settings related to this feature, please refer to Crow Canyon List View Advanced Settings - Crow Canyon Software Support Description Crow Canyon List View is a NITRO component that provides enhanced capabilities to view SharePoint list items. It also provides a host of features to do operations - [NITRO Report To Display The Count Of Options Based On a Multi-Select Column](https://help.crowcanyon.com/article/736/) - Applies To SharePoint Online and SharePoint On-Premises Description This article describes the process of configuring a NITRO Report using custom JavaScript to display the total counts for options selected in a multi-choice column as well as a multi-lookup column. In the example used below to demonstrate this configuration, the multi-choice column is titled as ‘Options’ - [Steps To Count The Total Number Of Attachments For An Item and Set The Value In a Specified Column In The List](https://help.crowcanyon.com/article/735/) - Applies to: SharePoint Online and SharePoint On-premises Description This article describes the steps to use JavaScript to count the total number of attachments for an item in the list and then, display the total count of these attachments in a specified column of the list. This scenario can also be used to include validation for - [Custom Script examples in NITRO Forms](https://help.crowcanyon.com/article/443/) - Applies to: SharePoint Online and SharePoint On-Premises Description NITRO Forms have lot of built-in functionality for layout, design and functionality. For any specific cases not covered directly by the configurations, custom JavaScript and CSS can be added. These custom scripts can be invoked on form load, on column values change and before/after item submit. For all these - [NITRO Studio Workshop: NITRO Form Event Actions](https://help.crowcanyon.com/article/nitro-studio-workshop-nitro-form-event-actions/) - NITRO Studio Workshop: NITRO Form Event Actions Join NITRO Guru, James Restivo for a workshop covering NITRO Form Event Actions. There is so much you can do with NITRO Studio. Join us for a workshop to learn all about NITRO Form Event Actions. - How to keep data in sync across lists in different sites- - [Count the number of items separately for each status in NITRO associated items column in NITRO form](https://help.crowcanyon.com/article/734/) - Applies To: SharePoint Online Description: Associated Items column in NITRO form shows related items. For example, it can show milestones related to a project or tasks related to a request. It can also show aggregate values for related items like count, sum, minimum and maximum value etc. This article describes the steps to show count - [Steps to open NITRO Form of items with specific form key](https://help.crowcanyon.com/article/733/) - Applies to: SharePoint online and On-premises (2013, 2016, 2019 and SE) Description: A SharePoint list can have multiple content types. And user can configure different NITRO forms for each content type. A SharePoint list item can be created with one content type and can later be updated to a different content type. To open the - [Configure two level approval functionality using NITRO Custom Actions](https://help.crowcanyon.com/article/458/) - Applies to: SharePoint Online and On-Premises (NITRO) Description This article describes configuring a two-level approval process using Crow Canyon Custom Actions. This article considers the list schema as described below (Tickets list, Category list, Approver Definition list and Approval Tasks). Same approach can be used to configure approvals in any application like Purchase Order, Request Management - [NITRO Studio Workshop: New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-new-nitro-features-4/) - NITRO Studio Workshop: Overcoming the SharePoint 5000 Item Limit & New NITRO Features Join NITRO Guru, James Restivo for a workshop covering all the latest NITRO updates. - New option to copy settings across multiple apps - New drag-and-drop options in NITRO Forms - Updated save conflict text NITRO features continue to expand. Come join - [Hide default ‘Close’ button and configure a close button for redirecting to custom URL](https://help.crowcanyon.com/article/732/) - Applies to: SharePoint online and On-premises (2013, 2016, 2019 and SE) Description: NITRO display form has a ‘Close’ button to close the form and go back to the list. If requirement is to redirect to a specific URL after closing the form, then a custom button can be configured. NITRO Forms custom CSS and JavaScript - [Expression builder in Custom Actions and NITRO Workflows](https://help.crowcanyon.com/article/691/) - Applies to: NITRO activated sites in SharePoint Online and On-Premises Description This article describes the usage of expression builder in column mappings of different actions in Custom Actions and NITRO Workflows. Earlier syntax of functions and placeholders continues to be supported. Expression builder is an easier way to configure complex mappings. Function parameters are directly - [NITRO Studio Workshop: New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-new-nitro-features-3/) - NITRO Studio Workshop: Overcoming the SharePoint 5000 Item Limit & New NITRO Features Join NITRO Guru, James Restivo for a workshop covering all the latest NITRO updates. -Create Teams meetings from SharePoint -Print NITRO Form directly in Print Manager -Associated Items UI NITRO features continue to expand. Come join us for this workshop to learn - [Get URL to View Version History of an Item](https://help.crowcanyon.com/article/731/) - Applies To: Custom Actions and NITRO Workflows Description SharePoint item version history is a feature that automatically tracks changes made to documents or list items in a SharePoint document library or list. Each time an edit is made, a new version is created, allowing users to view, restore, or compare different states of an item. - [How To Customize NITRO Reports Using Script in List Rollup](https://help.crowcanyon.com/article/730/) - Applies To: SharePoint Online and SharePoint On-Premises Description This article describes the process of configuring NITRO Reports data using JavaScript in List Rollup configuration. Below is the use case that require script in NITRO Reports. Use case: Overall Aging report (for 'List Rollup') Age of an item refers to the difference between a date column - [Insert Query list item link in Mail Template of Send Mail Action](https://help.crowcanyon.com/article/729/) - Applies To: SharePoint Online Custom action and NITRO Workflows Description: This article describes the steps to insert the link of item fetched from query list action in the mail (send mail action). Detailed Steps: Navigate to the list -> Custom actions -> Edit the required custom action -> Edit the ‘Send Mail’ action -> Click gear icon to navigate to ‘Mail Templates’. Edit - [NITRO Help Desk Training: Setting Up SLAs](https://help.crowcanyon.com/article/nitro-help-desk-training-setting-up-slas/) - Setting up SLAs can be a very important part of delivering good service. James Restivo shows you how to leverage this feature in our ticketing system. - [NITRO Studio Workshop: New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-new-nitro-features-2/) - NITRO Studio Workshop: Overcoming the SharePoint 5000 Item Limit & New NITRO Features Join NITRO guru, James Restivo for an overview of new NITRO Studio features recently released in our latest NITRO Studio Workshop. - New option for Quick Launch branding- New Copy/Paste option for Tabs and Sections in NITRO Forms- Custom Action and NITRO - [NITRO Studio Workshop: All About Reports](https://help.crowcanyon.com/article/nitro-studio-workshop-all-about-reports/) - NITRO Studio Workshop: All About Reports Here by popular demand, join NITRO Guru, James Restivo for a workshop all about NITRO Reports. James will cover everything you need to know about NITRO Reports: - Creating simple to complex reports - Creating multi-series reports - New UI options for reports on a page Bring your questions - [NITRO Studio Workshop: New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-new-nitro-features/) - NITRO Studio Workshop: Overcoming the SharePoint 5000 Item Limit & New NITRO Features Join James Restivo for an overview of new NITRO Studio features recently released in our latest NITRO Studio Workshop. Some of the latest exciting features include: - List View Enhancements - List Search Enhancements - Improvements to Custom Actions As always, our - [NITRO Studio Workshop: Custom Actions and Workflows Revisited](https://help.crowcanyon.com/article/nitro-studio-workshop-custom-actions-and-workflows-revisited/) - NITRO Studio Workshop: Custom Actions and Workflows Revisited With all of the new features we have added to Custom Actions and workflows, it's a good time to revisit the breadth of capabilities from the simple to the advanced. In this workshop, hosted by NITRO Guru James Restivo we cover: - Using variables - Generating task - [Format the phone number specified in a column using form event actions in NITRO Forms](https://help.crowcanyon.com/article/725/) - Applies to: SharePoint online and On-premises (2013, 2016, 2019 and SE) Description: This article describes the steps to format the value entered in a column as phone number using form event actions. Sample list schema and use case: Standard SharePoint list ‘TelNumber’: Single line of text column Format the value entered in this column as - [NITRO Studio Workshop: Overcoming the SharePoint 5000 Item Limit & New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-overcoming-the-sharepoint-5000-item-limit-new-nitro-features/) - NITRO Studio Workshop: Overcoming the SharePoint 5000 Item Limit & New NITRO Features Join James Restivo for an overview of new NITRO Studio features recently released in our latest NITRO Studio Workshop. Latest features include: - Support for large lists (more than 5000 items) - List Print Template support for one page per item - - [SharePoint On-premises: Installation of NITRO Office API](https://help.crowcanyon.com/article/699/) - Applies To SharePoint 2013/2016/2019/SharePoint Server Subscription Edition Description This article has the instructions to install NITRO Office API. In Custom Actions and NITRO Workflows, Generate Document action has an option to use “Microsoft Office API” for generating the document. To use “Microsoft Office API”, Microsoft Office must be installed on the server. On SharePoint servers, - [Restrict the type of files allowed for attachments in NITRO Forms](https://help.crowcanyon.com/article/724/) - Applies to: SharePoint online and On-premises (2013, 2016, 2019 and SE) Description: In NITRO Forms, files or documents can be attached to an item from the ‘Attachments’ section. One or more ‘NITRO Attachments’ columns can also be added to the NITRO forms for adding files to the item. In this article, we have configured validation - [Troubleshooting steps for NITRO secure](https://help.crowcanyon.com/article/720/) - Applies to: SharePoint On-premises Description: This article lists the fixes for common issues in NITRO Secure NITRO Studio pages are not opening in migrated sites. 1. NITRO Studio pages are not opening in migrated sites Issue: In sites that have been migrated, NITRO Studio pages shows message ‘An unexpected error has occurred’. Cause: This issue - [NITRO Forms: Set column values back to the original if any validation fails during save.](https://help.crowcanyon.com/article/719/) - Applies to: SharePoint online and On-premises (2013, 2016, 2019 and SE) Description: NITRO Forms provides enhanced capabilities to create, view or modify the SharePoint list items. For any specific cases not covered directly by the configurations, custom JavaScript can be added using ‘Submit Action’ and ‘Script Action’ in NITRO Forms. For more details about 'Submit - [NITRO Forms: Upload large documents from associated items column](https://help.crowcanyon.com/article/723/) - Applies To: SharePoint On-premises (2013, 2016, 2019, and SE) Add this resolution to troubleshooting article: https://help.crowcanyon.com/article/409/ Issue: In NITRO Forms, uploading a file with size more than 5MB from associated item column (for a document library), gives below error. “This issue is not there when we directly upload file in the associated document library.“ In - [Update hyperlink column with link URL and display text using NITRO Custom Actions](https://help.crowcanyon.com/article/722/) - Applies to: SharePoint online and On-premises (2013, 2016, 2019 and SE) Description: In Custom Actions, we can update hyperlink column in add and update list item actions. If we put the full URL as the value to update, then the same URL will be shown as the display value of hyperlink column. However, frequently requirement - [Use of “Execute manually” form event actions in NITRO Forms](https://help.crowcanyon.com/article/721/) - Applies to: SharePoint online and On-premises (2013, 2016, 2019 and SE) Description Form Event Actions enable advanced custom functionality in NITRO Forms. These actions can be invoked: On form load. On a column value change. By user clicking on a button on the form (‘Execute Manually’). For sample use cases of form event actions on - [NITRO Studio Workshop: Exploring NITRO Web Parts](https://help.crowcanyon.com/article/nitro-studio-workshop-exploring-nitro-web-parts/) - NITRO Studio Workshop: Exploring NITRO Web Parts We talk a lot about how NITRO Forms and NITRO Workflows can help you with your business process automation. But one area we don’t talk about enough is our suite of web parts that you can add to a page for a visual dashboard. In this workshop we’ll - [NITRO Studio Workshop: Overview of Improved Search Functions & New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-overview-of-improved-search-functions-new-nitro-features/) - NITRO Studio Workshop: Overview of Improved Search Functions & New NITRO Features Join James Restivo for an overview of new NITRO Studio features recently released for our July 2023 workshop. We will cover: – Improved Search Options – New $formatvalue2 function for Custom Actions and Workflows – Exciting New Releases Coming Soon – & More! - [Comprehensive list of Functions in NITRO Studio](https://help.crowcanyon.com/article/comprehensive-list-of-functions-in-nitro-studio/) - Applies To: SharePoint On-premises (2013/2016/2019/SharePoint Server Subscription Edition) and SharePoint Online Description: This article and related articles describe the syntax and examples of the functions that are available in NITRO Custom Actions and NITRO Workflow components. Related articles: Functions available in both NITRO Custom Actions and NITRO Workflows: $add(DateTimeField,TimeSpan) This function performs the sum of - [NITRO Studio Workshop: Print Templates with NITRO](https://help.crowcanyon.com/article/nitro-studio-workshop-print-templates-with-nitro/) - VIDEO: NITRO Studio Workshop: Print Templates with NITRO When you use SharePoint for forms and requests, chances are you’ll eventually need to print out a specific form or a list of items. SharePoint still does not offer user-friendly or easy way to print out content from individual list items or from list views themselves. That’s - [Customize Crow Canyon List View using JavaScript Code](https://help.crowcanyon.com/article/709/) - Applies To: NITRO activated sites in SharePoint Online and On-Premises (2013, 2016, 2019 and SE) Description Crow Canyon List View is a NITRO component that provides enhanced capabilities to view SharePoint list items. It also provides a host of features to do operations on list items. The data shown in list view can be customized - [Query List (Search) action configurations in NITRO Custom Actions](https://help.crowcanyon.com/article/717/) - Applies to: SharePoint Online and On-Premises Introduction Query List action is used to fetch the items meeting the required filter criteria and then do some action on those items. For example, we can fetch tasks that are 'Open' and are of a particular 'Type' and then send a reminder mail to assignee of each task. - [State Management in Service Request Applications](https://help.crowcanyon.com/article/715/) - Applies to: SharePoint Online and On-premises (2013, 2016, 2019 and SE) Application type: NITRO Helpdesk, Facilities 2020, Request Management 2020 and Customer Service 2020. Description Crow Canyon Service Request application by default comes with below status options in Ticket's list. SharePoint Online: Unassigned Assigned Resolved Closed SharePoint On-premises: Not Started In Progress Resolved Closed These - [Column Width and Text overflow in Crow Canyon List Views](https://help.crowcanyon.com/article/714/) - Applies to: SharePoint Online and On-Premises (2013, 2016, 2019 and SE) Description In NITRO list view, each column gets a default width as per the type of column. Width can be adjusted by using "Column Width JSON" option in List View Advanced Settings. If column header text is more than the available width, then it - [Function: Append in NITRO Workflows and Custom Actions](https://help.crowcanyon.com/article/712/) - Applies to: NITRO Workflows and Custom Actions (Online) For complete list of functions, please refer to this article. Introduction This function can be used to append value to a collection. For example: Add a user to an existing collection of users in a multi-user column. Supported column types to add value are multi-user, multi-lookup and - [Function: Format Value 2](https://help.crowcanyon.com/article/713/) - Applies to: NITRO Workflows and Custom Actions (Online) For complete list of functions, please refer to this article. Introduction This function is used to get the string output from Date/Number/Currency column in specified format. Note: Target Column should be Plain Text column. Syntax: With Expression Builder Ex: To use ‘Format Value 2’ function without expression - [Comprehensive List Of Functions in NITRO Studio - 2](https://help.crowcanyon.com/article/710/) - Applies To: SharePoint On-premises (2013/2016/2019/SharePoint Server Subscription Edition) and SharePoint Online For more functions, refer to this article Description This article describes the syntax and examples of the functions that are available in our NITRO Workflows component. Functions available in NITRO Workflows $pad([Placeholder],length,padchar,left/right) This function is used to add specified padding character to left or - [Create user in Azure Active Directory with NITRO Workflows using Microsoft Graph API](https://help.crowcanyon.com/article/711/) - Applies to: SharePoint Online Description This article describes the steps to create a user in Azure Active Directory using Microsoft Graph API in NITRO Workflows using Invoke web service action. This can be used in scenarios where new users need to be created in on-boarding type of flows. SharePoint application site will have a list - [Functions: GetGroupMembers and Join](https://help.crowcanyon.com/article/706/) - Applies to: NITRO Custom Actions and Workflows (SharePoint Online and On-premises) For complete list of functions, please refer to this article. Introduction This article describes the functionality and syntax of functions ‘GetGroupMembers’ and ‘Join’ in NITRO Workflows and Custom Actions. Detailed instructions GetGroupMembers This function is used to fetch the users that are members of - [NITRO Studio Workshop: Managing Permissions with NITRO](https://help.crowcanyon.com/article/managing-permissions-with-nitro/) - VIDEO: NITRO Studio Workshop: Managing Permissions with NITRO Many times customers question who has access to what in NITRO and how permissions impact access. In this workshop session, we'll demystify permissions and explain the different permission levels and options. - Who can configure NITRO Forms, Custom Actions, Workflows, and other components? - What permissions are - [Frequently asked questions regarding Crow Canyon NITRO Engage](https://help.crowcanyon.com/article/645/) - Applies To: SharePoint Online Overview This article covers following cases: Change logo and rename Crow Canyon NITRO Engage Configure "Create IT Ticket" action in Teams chat 1. Change logo and rename Crow Canyon NITRO Engage Below instructions describes the steps to change the bot logo and also rename Crow Canyon NITRO Engage default name i.e. - [NITRO Studio Workshop: Overview of New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-overview-of-new-nitro-features-2/) - We'll cover multivalue support in our condition builder for NITRO Forms, Workflows, and Custom actions, a new option to show both a background color and text... - [Troubleshooting steps for Crow Canyon SPFx components](https://help.crowcanyon.com/article/704/) - Applies to: SharePoint Online Description This article has steps to troubleshoot if Crow Canyon SPFx (Modern UI) components do not load and show an error. This issue occurs when these components are updated to a newer version, but the files are referenced from the old version. This can happen if update is not done in - [NITRO Studio Workshop: Using NITRO to Manage Purchasing](https://help.crowcanyon.com/article/nitro-studio-workshop-using-nitro-to-manage-purchasing/) - VIDEO: NITRO Studio Workshop: Using NITRO to Manage Purchasing In this workshop, we’ll show the NITRO Purchasing pre-built application, and how you can replicate some of the features on your own. We’ll focus on the following: - Designing the Purchase Request intake form with NITRO Forms - Designing the approval process with Custom Actions and - [Troubleshooting steps for Email to Ticket conversion functionality](https://help.crowcanyon.com/article/313/) - Troubleshooting steps for Incoming and Outgoing email features in Crow Canyon HelpDesk application Applies to: SharePoint On-Premises 2013/2016/SharePoint Server Subscription Edition Troubleshooting steps for Incoming Emails Please refer this article to ensure that standard SharePoint email functionality is working in your environment: https://help.crowcanyon.com/article/322 Below steps are useful only if standard incoming and outgoing email functionality - [Archival functionality in Crow Canyon Application](https://help.crowcanyon.com/article/335/) - Applies To: SharePoint On-Premises 2013, 2016, 2019, SharePoint Server Subscription Edition Description This article describes the archival feature settings in Crow Canyon Service Request Application. Archival feature moves the old closed Tickets and related list items (like Tasks, Emails etc.) to corresponding 'archived' lists. This is usually done to have better performance by keeping only - [How to troubleshoot Report Center issues?](https://help.crowcanyon.com/article/319/) - Troubleshooting steps for Report Center issue Applies to: SharePoint 2013, 2016 I) Symptom: After configuring the report, when we click “Create Report” button, it shows list doesn’t exist error and and report is not created. "The page you selected might contains a list that doesn’t exist. It may have been deleted by another user” (see - [How to make lookup column mandatory while not selecting any value as default](https://help.crowcanyon.com/article/331/) - Make lookup column value mandatory while not selecting the first value in the drop-down by default in the new Form. This forces user to make the selection for the lookup column Applies To: SharePoint Online and SharePoint On-Premises (2013/2016/SharePoint Server Subscription Edition) Description When a lookup column is set as mandatory, it will be auto-selected - [Troubleshooting steps for Outgoing emails in Crow Canyon application](https://help.crowcanyon.com/article/327/) - Troubleshooting steps for Outgoing emails Applies to: SharePoint On-Premises 2013/2016/SharePoint Server Subscription Edition Troubleshooting steps for Outgoing Emails Please refer this article to ensure that standard SharePoint email functionality is working in your environment: https://help.crowcanyon.com/article/322/ Below steps are useful only if standard incoming and outgoing email functionality is working. Case 1: If auto notifications are not - [In HelpDesk product email notifications to requester, how to send Ticket links with Portal URL](https://help.crowcanyon.com/article/326/) - Configure Portal link in General Configurations for requester email notifications Applies To: SharePoint Online and On-premises 2013 & 2016 & SharePoint Server Subscription Edition Description This article describes about how to configure portal links in General Configurations (for SharePoint On-premesis) and auto notifications (for SharePoint Online). After configuring the Portal link, Requester will receive the - [How to add Change Request description to the Approval Task?](https://help.crowcanyon.com/article/325/) - Add Change Request description details to the Approval Task Applies to: SharePoint Online and On-Premises 2013 & 2016 & SharePoint Server Subscription Edition Product Version: Crow Canyon Helpdesk Application V3.7 (IT Premium) Description This requirement is possible with Crow Canyon Workflow Manager. We can configure a workflow to update the CR Approver Tasks description with - [How to show SharePoint generated unique Id of list item in the display and edit form of the item](https://help.crowcanyon.com/article/324/) - Show SharePoint generated unique ID in the item forms Title: To show SharePoint generated unique Id of list item in the display and edit form of the item Applies to: SharePoint On Premises 2013, 2016, SharePoint Server Subscription Edition and Online. Description: SharePoint item forms don’t show the ID column value for the items. In - [Item attachments handling for Crow Canyon NITRO Forms and Portal (SharePoint Online)](https://help.crowcanyon.com/article/320/) - Specifics of how attachments are handled in Portal Forms and NITRO Forms for SharePoint Online Applies to: SharePoint Online Please refer this article if you are using SharePoint On-premises (2013 / 2016/SharePoint Server Subscription Edition): https://help.crowcanyon.com/article/328 Attachment Handling Details Crow Canyon NITRO Forms and Portal create/update the SharePoint item using SharePoint APIs like REST and - [SharePoint On-Premises: How to create new set of Lists for Archival](https://help.crowcanyon.com/article/316/) - Creating List Schema for archival feature Applies To: SharePoint On-Premises 2013/2016 /SharePoint Server Subscription Edition (For SPOnline case, please refer: https://help.crowcanyon.com/article/193) Please follow below steps to prepare the Lists for archival. Please note that Archive related lists should not have any workflow instances or event receivers attached to them. After creating the lists as described - [How to generate diagnostic logs for Crow Canyon solutions for SharePoint On-premises?](https://help.crowcanyon.com/article/229/) - Procedure to enable/disable logs for Crow Canyon solutions for SharePoint On-premises Applies to: SharePoint On-premises (SP 2010, SP 2013, SP 2016, SharePoint Server Subscription Edition) Description: If any of the Crow Canyon features are not working as intended, our log files helps us to troubleshoot the issue. If there are multiple servers in the farm, - [Enforce unique values for list item column values using NITRO features](https://help.crowcanyon.com/article/702/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Requirement This article illustrates below capabilities: Show unique value violation warning as soon as user enters the data, but allow saving the item anyway. Enforce unique values on a combination of column values. Description SharePoint list columns have an option - [Auto-assignment in Crow Canyon helpdesk applications](https://help.crowcanyon.com/article/692/) - Applies to: Crow Canyon helpdesk applications (SharePoint Online and On-premises) Description Auto-assignment refers to assigning new Tickets (or Requests) automatically to specified staff based on the configured rules. This can be done in following ways: Based on the Category and Issue Type of the Ticket. Assigning in round-robin fashion to available staff. Priority order for - [NITRO Studio Workshop: Overview of New NITRO Features](https://help.crowcanyon.com/article/nitro-studio-workshop-overview-of-new-nitro-features/) - Join James Restivo for an overview of new NITRO Studio features recently released. We'll highlight and review the new NITRO Studio UI, Person or Group field... - [How to configure Crow Canyon Mail App for Outlook O365?](https://help.crowcanyon.com/article/476/) - Applies to: SharePoint Online Description Crow Canyon Mail App enables users to access Crow Canyon Service Request application from within their Outlook application. Since Outlook is used extensively and is always open for most users, they can work with SharePoint based Service Request without having to switch to another application. Mail App works both in - [Category Owner is not getting an email on Ticket creation](https://help.crowcanyon.com/article/126/) - Category owner is not receiving emails on new Ticket creation with that category Applies To: SharePoint 2013 and 2016 and SharePoint Server Subscription Edition Note: This article assumes that general SharePoint emails and Crow Canyon notifications are working in your environment. Issue is only with Category Owner Emails. Please refer this artcile for general email - [Troubleshooting Portal forms](https://help.crowcanyon.com/article/371/) - Applies To Crow Canyon NITRO activated sites in:SharePoint On-Premises 2013/2016/2019 Service Request applications/SharePoint Server Subscription Edition Description This article lists the common issues and fixes that occur in Crow Canyon Portal Forms. Lookup column is not populating any values Logged-in user attributes are not auto-populated in Ticket columns Lookup column is not populating any values - [Crow Canyon NITRO apps launch behaviour in SharePoint On-Premises](https://help.crowcanyon.com/article/413/) - Applies to: SharePoint 2013 & 2016 and SharePoint Server Subscription Edition Description Crow Canyon NITRO Apps features and launch behaviours are little different in SharePoint online and SharePoint On-Premises. The NITRO Studio Dashboard is not available in SharePoint On-Premises. This article describes the steps to access different NITRO components in SharePoint On-Premises. Crow Canyon NITRO - [SharePoint 2013/16/19: Additional configurations required for Crow Canyon Service Request application](https://help.crowcanyon.com/article/465/) - Applies to: SharePoint On-Premises (2013 / 2016 / 2019/SharePoint Server Subscription Edition) Description This article describes the additional configurations required for the Crow Canyon Service Request Application installation. For installation instructions please refer this article. Pre-requisites Make sure "CCSSRWorkflows.wsp" and "CrowCanyon.TimerJobs.wsp" solutions are deployed in SharePoint server. If solutions are not deployed, please refer instructions - [SharePoint: Create and configure end user portal site for NITRO applications](https://help.crowcanyon.com/article/466/) - Applies to: SharePoint online and On-Premises (2013 / 2016 / 2019/SharePoint Server Subscription Edition) Description This article describes the steps to create and configure Portal site. Portal provides a secure and intuitive user interface to end users to interact with NITRO Applications. Note: For SharePoint Online, portal site can be configured in two ways: Using - [Match incoming Emails with existing Tickets in Crow Canyon Service Request (email threading)](https://help.crowcanyon.com/article/492/) - Applies To SharePoint Online and On-Premises (2013/2016/2019/SharePoint Server Subscription Edition) Description Crow Canyon application checks different parameters to determine if an incoming email is a reply to an existing Ticket. Replies are linked to existing Tickets and if email cannot be matched to an existing Ticket then a new Ticket is created. The matching algorithm - [Use ‘Form Event Actions’ feature of NITRO Forms to add custom functionality](https://help.crowcanyon.com/article/610/) - Applies to:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019 Description NITRO Forms have lot of built-in functionality to customize layout, design and functionality as required in common business applications. For any specific cases not covered directly by the configurations, custom JavaScript and CSS can be added. These custom scripts can be invoked on - [NITRO Print App – Remove border for rich text print templates](https://help.crowcanyon.com/article/612/) - Applies To Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article describes how to remove border from the printable content for ‘Rich text’ type print templates. It is applicable for both item print templates and list print templates. Detailed Steps Go to List Settings -> Crow Canyon - [How to insert version history button in NITRO Forms?](https://help.crowcanyon.com/article/609/) - Applies To Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description If version history in enabled for a list, then Version history button is available in the display form by default. If users want to open version history from the item edit form, then it can be done with - [Common Steps In NITRO Apps Configurations](https://help.crowcanyon.com/article/614/) - Applies To:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description There are some common steps that we perform while configuring NITRO Apps such as extracting list ID from the URL, enable version history, etc. We might perform these steps to change some list settings or these steps can be the - [How to revert Custom Actions settings of a list to previously saved settings?](https://help.crowcanyon.com/article/618/) - Applies To Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description Custom Actions settings are stored in ‘Site Assets’ document library. There is a separate settings file for each list. This file contains configurations for all the custom actions configured on that list. These files are stored in below - [Filtering options in NITRO Forms for items shown in lookup columns](https://help.crowcanyon.com/article/621/) - Applies To Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description NITRO Forms have several features for lookup columns: Cascaded lookup: Filter items in a child lookup based on selection in parent Searching and sorting of items Delay load to speed up form load Cross-site lookup Also, it supports filtering - [Create End User Portal Site For Service Request Applications](https://help.crowcanyon.com/article/620/) - Applies to: SharePoint Online and On-premises (2013, 2016, 2019/SharePoint Server Subscription Edition) Application Type: Service Request Applications (IT Professional, IT Standard, Facilities, Request Management and Customer Service) Description A portal provides a secure and intuitive user interface to end users to interact with NITRO Applications. Portal sites can be configured in two ways: Using Crow Canyon's - [NITRO Studio and NITRO Applications License Registration](https://help.crowcanyon.com/article/629/) - Applies To SharePoint 2013/2016/2019/SharePoint Server Subscription Edition and SharePoint Online Description This article describes the steps to generate information required to obtain the NITRO Studio and application license for SharePoint On-Premises and Online versions. NITRO Studio (Secure) for SharePoint On-Premises NITRO Studio (Azure) for SharePoint On-Premises NITRO Studio for SharePoint Online NITRO Studio (Secure) for - [Clear a list column value in NITRO Forms and Workflows](https://help.crowcanyon.com/article/632/) - Applies To Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description/SharePoint Server Subscription Edition This article describes syntax to clear a column value in NITRO Forms, Custom Actions and NITRO Workflows. Same syntax applies to different types of columns like text, number, lookup etc. Case 1: NITRO Forms ‘Form Event - [Hide ‘Delete’ button from ‘Attachments’ section in NITRO Forms based on user permissions](https://help.crowcanyon.com/article/640/) - Applies To Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description Users who can edit the items can also delete item attachments. Sometimes it is required that users should be able to edit items but should not be able to remove attachments. This article has the steps to hide ‘Delete’ - [How to change sender address for outgoing emails in Crow Canyon NITRO activated sites and Service request application](https://help.crowcanyon.com/article/642/) - Applies to: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description In Crow Canyon NITRO activated sites, outgoing emails are sent in following ways: Email Manager (user-initiated emails) NITRO Workflows (if any send mail actions are configured) Custom Actions (if any send mail actions are configured) For service request application (IT Help Desk, Facilities, Request - [Show images along with choice options in NITRO Forms](https://help.crowcanyon.com/article/643/) - Applies to:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description Standard SharePoint choice columns show options as text only. Adding an image/icon next to each choice option enhances the form look and feel and makes the choice column easier to use. This can be configured using ‘Form Event Actions’ in - [Frequently asked questions regarding NITRO Forms](https://help.crowcanyon.com/article/644/) - Applies To: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article describes some of the common issues in NITRO Forms and steps to fix them. Case 1 Issue: New options added to a ‘Choice’ type of column from SharePoint column settings page are not showing up in the - [Configure Text Pattern-Based Validations In NITRO Forms](https://help.crowcanyon.com/article/641/) - Applies To:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description NITRO Forms column validation feature supports several built-in ways to ensure that entered column values follow the required rules. Predefined patterns include validating format for phone number, email, and number. For any custom patterns, regular expression can be used for - [Troubleshooting steps for Crow Canyon Workflow Manager](https://help.crowcanyon.com/article/647/) - Applies To: SharePoint Online and SharePoint On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article describes the fixes for common issues in Crow Canyon NITRO Workflows. Symptom 1: Unable to edit a workflow. Or column in workflow condition is blank. Root Cause This can happen if a list column used in the workflow conditions has been - [Custom Actions - Send Mail - Custom JavaScript](https://help.crowcanyon.com/article/662/) - Applies To SharePoint On-Premises and Office 365 Description This article describes sample use cases for using custom JavaScript in Send Mail action in Custom Actions. Use Case 1 How to remove rows with column placeholders that do not have any value set. In this use case, we define a mail template with table format that - [Syntax for Expressions in NITRO Workflows](https://help.crowcanyon.com/article/652/) - Applied to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Introduction This article describes the syntax used for column placeholders, functions, variables etc. in NITRO Workflows. Summary of syntax used in features: Condition Builder Control Column Mappings Mail Templates Query List Actions Query Query builder Use of query list - [Expressions in various NITRO components](https://help.crowcanyon.com/article/650/) - Applies to: SharePoint Online and On-premises Introduction This article describes the syntax used for column placeholders, functions, variables etc. in various NITRO Studio apps. Details NITRO Forms Refer this article for syntax used in Crow Canyon NITRO Forms. NITRO Workflows Refer this article for syntax used in Crow Canyon NITRO Workflows. Custom Actions Refer this - [Use ‘Form Event Actions’ Feature Of NITRO Forms To Add Custom Functionality - II](https://help.crowcanyon.com/article/664/) - Applies to:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description NITRO Forms have a lot of built-in functionality to customize the layout, design and functionality as required in common business applications. For any specific cases not covered directly by the configurations, custom JavaScript and CSS can be added. These custom - [Export / Import Themes in NITRO Forms](https://help.crowcanyon.com/article/668/) - Applies to:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description The themes for NITRO forms are stored at the site level, that is, if any custom theme is created in NITRO forms designer, then that theme is available for all the lists in that site. For NITRO forms for any - [Capture total of associated item currency column dynamically in parent item](https://help.crowcanyon.com/article/667/) - Applies to:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description The associated items column in NITRO forms has a feature that show aggregate values from the child items. For example, it can show sum/min/max/count of child items in the associated items grid. There is also an option to use JavaScript - [Features of Knowledge Base Articles](https://help.crowcanyon.com/article/666/) - Applies to:SharePoint Online and On-Premises 2013/2016/2019 Service Request Applications/SharePoint Server Subscription Edition Description Knowledge Base (KB) is a repository of information to solve the frequently occurring issues. It also has data from resolved Tickets so that users can refer to this information if they are facing a problem that has been solved before. KB articles - [Configure other lists in NITRO based Portal site](https://help.crowcanyon.com/article/663/) - Applies to: NITRO based portal applicationsSharePoint Online and On-premises (2013, 2016, 2019/SharePoint Server Subscription Edition) Application Type: End user portal site for service request applications (IT Professional, IT Standard, Facilities, Request Management and Customer Service) Description NITRO based portal applications are created after validating a predefined site schema. For example, ‘IT Portal (2020)’ is a portal application - [Notify task assignee daily if there is any open task](https://help.crowcanyon.com/article/672/) - Applies to: SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article describes steps to configure a workflow to send daily notification to task assignees regarding their open tasks. There could be multiple open tasks for a technician and the instructions in this article will send single email with a link to his/her open - [Installation of NITRO Workflows Designer Debugger service](https://help.crowcanyon.com/article/674/) - Applies To: SharePoint On-premises (2013, 2016 and 2019/SharePoint Server Subscription Edition) Description This article describes the instructions to install NITRO Workflows debugger service. This article assumes that NITRO Studio is already installed in your SharePoint environment. You can refer to this article for NITRO Studio installation. Debugging service needs to be installed on one of - [Pre-requisites to work with Office API in Custom Actions and NITRO Workflows](https://help.crowcanyon.com/article/678/) - Applies to: SharePoint On-premises (2013, 2016 and 2019/SharePoint Server Subscription Edition) Description In Custom Actions and NITRO Workflows, Generate Document action works with “Open XML API” and “Microsoft Office API”. Below configurations are required in the SharePoint server to work Generate Document action with “Microsoft Office API”. If you have multiple servers in farm, then - [Configure portal site header colors](https://help.crowcanyon.com/article/690/) - Applies to: NITRO based portal applications in SharePoint Modern UISharePoint Online and On-premises (2019/SharePoint Server Subscription Edition) Description This article has steps to configure custom header colors using ‘Extended CSS’ in modern UI portal sites. Detailed steps To change the portal site header colors, navigate to the Portal site -> Portal Administration -> NITRO Site Settings -> Specify ‘Extended CSS’ as shown -> Save settings. Script - [Using Form Event Actions on auto-populated lookup column](https://help.crowcanyon.com/article/686/) - Applies to:NITRO activated sites in SharePoint Online, On-premises 2013/2016/2019/SharePoint Server Subscription Edition Description Form event actions (FEAs) can be used to add custom functionality on the forms. Please refer this article for more details and examples. FEAs can be triggered on form load or on a column value change by a user. There are some - [Show confirmation message on clicking submit button in NITRO Forms](https://help.crowcanyon.com/article/688/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description It is a common requirement to show a confirmation message before form submission. This helps in delivering a message to user before they confirm form submission. It is also helpful in case submit button is unintentionally clicked by the - [Troubleshooting steps for Crow Canyon Workflow Manger for On-Premises](https://help.crowcanyon.com/article/429/) - Applies to: SharePoint On-Premises (SharePoint Server Subscription Edition) Description This article lists the fixes for common issues in Crow Canyon Workflow Manager for SharePoint On-premises. Workflows configured on list are not working Workflows configured on a list are not working for specific users Workflow Manager page doesn’t show any configured workflows Infinite loop of execution - [Format tables added in multiple lines of rich text columns in NITRO Forms using Custom CSS](https://help.crowcanyon.com/article/685/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description HTML tables are used in multi-line rich text columns to organize rows of related data. Standard functionality does not support formatting options like table cell spacing, cell padding and border etc. We can modify the HTML code to set - [Common steps in NITRO forms designer](https://help.crowcanyon.com/article/684/) - Applies To: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description There are some common steps that we perform in NITRO forms designer to add custom functionality or to get desired form layout such as adding custom CSS, adding section within tab, etc. These steps can be performed to change - [NITRO Attachments column in NITRO forms](https://help.crowcanyon.com/article/682/) - Applies To: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description NITRO forms support multiple attachment controls on the same form. Files/documents can be attached to an item from ‘Attachments’ section in NITRO form or using ‘NITRO Attachments’ column. We can add multiple NITRO attachments columns anywhere in the form - [Configure additional requester metadata information in Tickets](https://help.crowcanyon.com/article/681/) - Applies to: SharePoint online and On-premises (2013,2016 and 2019/SharePoint Server Subscription Edition) Application Type: Crow Canyon Helpdesk applications (IT Helpdesk, Request Management and Facilities/Work Orders) Description Requester metadata like email, phone and department will be auto populated in Tickets list by default in Crow Canyon helpdesk applications. This metadata will be updated in two ways - [Configure validation for ‘Attachments’ section in NITRO forms](https://help.crowcanyon.com/article/680/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description In NITRO Forms, files or documents can be attached to an item from ‘Attachments’ section and using ‘NITRO Attachments’ column. These files can be restricted using validations in attachment settings. In this sample article, we have configured validation on - [Set Variable in NITRO Forms](https://help.crowcanyon.com/article/679/) - Applies to: NITRO activated sites in SharePoint online and On-premises (SharePoint Server Subscription Edition) Define NITRO Variables in NITRO Forms To define the variables in NITRO forms, Go to the list -> List Settings -> Crow Canyon NITRO Forms -> Variables -> Define the variables as shown below: Work with variables in different places in - [Configuration of Loop feature in Custom Actions and NITRO Workflows](https://help.crowcanyon.com/article/696/) - Applies to: NITRO activated sites in SharePoint Online and On-Premises (2013/2016/2019) Introduction Loop action is supported in Custom Actions and NITRO Workflows designer experience. Loop action is used to repeat a step for specific number of times. Below loop options are supported in loop control in Custom Actions and NITRO Workflows. Date Number Query List - [Search large lists using NITRO List Search](https://help.crowcanyon.com/article/689/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online, On-Premises 2013/2016/2019 and SharePoint Server Subscription Edition Description We can store up to 30 million items or files in a list or library, however, the list view threshold limit in SharePoint is 5000 items. SharePoint does not return more than 5000 items in a list view - [Auto Close progress dialog if action execution has not stopped due to query list action result in Custom Actions](https://help.crowcanyon.com/article/693/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description In Crow Canyon Custom Actions, ‘Query List Action’ is configured to fetch the list items as per the specified criteria. It is possible to continue or stop action execution based on whether any items are fetched in the query - [Sample configurations for ‘Get user information from’ ‘Custom User Information List’ in NITRO Forms Auto-fill user information](https://help.crowcanyon.com/article/695/) - Applies to: Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article has steps to configure auto-fill user information settings by getting user information stored in a custom list. Sample list schema SharePoint list where user information needs to be populated: Person or group column (single selection, people only - [Exclude non-business days and holidays while calculating due date using Form Event Actions in NITRO Forms](https://help.crowcanyon.com/article/701/) - Applies to:Crow Canyon NITRO activated sites in:SharePoint Online and On-Premises 2013/2016/2019/SharePoint Server Subscription Edition Description This article has steps to calculate target date by excluding non-business days, as per site regional settings and holidays that are maintained in a custom list in the site. In this example, it is required to calculate ‘Due Date’ in - [NITRO Studio Workshop: Introducing the NITRO Studio Mobile App!](https://help.crowcanyon.com/article/nitro-studio-workshop-introducing-the-nitro-studio-mobile-app/) - VIDEO: NITRO Studio Workshop Introducing the NITRO Studio Mobile App! Introducing the NITRO Studio Mobile App! Crow Canyon is proud to introduce our new mobile app for NITRO Studio! Take your NITRO sites on the go! Submit requests, update tickets, and review key metrics right from your phone. James Restivo will show you: - How - [Upgrade NITRO Secure](https://help.crowcanyon.com/article/606/) - Applies To SharePoint On-Premises 2013/2016/2019 Prerequisites SharePoint should be installed and configured (SharePoint 2013/2016/2019) and server should be in stable state. To install/upgrade SharePoint wsp solutions, logged in user account should have following privileges:– Domain User– Local Administrator– SharePoint Farm Administrator– Owner rights on SharePoint configuration database, Central Administration content database and Web Application content - [Install Crow Canyon NITRO Studio for SharePoint On-Premises](https://help.crowcanyon.com/article/448/) - Applies To: SharePoint On-Premises Note: This setup process is for NITRO Studio Azure version. Please refer this link for setting up secure version of NITRO Studio. Description This article describes the steps to install the Crow Canyon NITRO Studio for SharePoint On-Premises (2013 / 2016 / 2019). Prerequisites SharePoint should be installed and configured (SharePoint - [Customize header with Crow Canyon Branding (Modern Sites)](https://help.crowcanyon.com/article/677/) - Applies To: SharePoint Online (Modern) Description This article describes the steps to customize the site header using Crow Canyon Branding (Modern Sites). This article has sample configuration for a customized header. As per your use case you can change the CSS and script code to get a different look and feel. Modern site with customized - [NITRO Studio Workshop: Deep Dive into NITRO Forms](https://help.crowcanyon.com/article/nitro-studio-workshop-deep-dive-into-nitro-forms-3/) - VIDEO: NITRO Studio Workshop: Deep Dive into NITRO Forms We'll review the updated features in NITRO Forms, including enhanced Form Event Actions, and more JSON options. We'll dig deep into NITRO Forms features for creating exact replicas of paper-based forms, including logos, text, etc. In this workshop we'll cover: - New features for a better - [NITRO Studio Workshop: NITRO on the Go!](https://help.crowcanyon.com/article/nitro-studio-workshop-nitro-on-the-go/) - VIDEO: NITRO Studio Workshop: NITRO on the GO! NITRO Studio on-demand workshop for on the move! Mobile-first experiences are now the norm in most workplaces. Fortunately, NITRO was designed with the mobile world in mind, with Modern UI components ready to rock your mobile world. In this workshop we'll show you how to design forms - [NITRO Studio Workshop: NITRO Expression Builder](https://help.crowcanyon.com/article/nitro-studio-workshop-nitro-expression-builder/) - VIDEO: NITRO Expression Builder In this workshop we'll present and demo the new expression builder in NITRO Studio. Showing how this powerful feature supports a whole host of functions that you can use to perform string, mathematical, conditional, and date operations on values from the workflow context. The NITRO expression builder feature in Custom Actions - [NITRO Studio Workshop: Creating a MS Teams Help Desk App](https://help.crowcanyon.com/article/nitro-studio-workshop-creating-an-ms-teams-help-desk-app/) - VIDEO: Creating an MS Teams Help Desk App The NITRO Teams app allows users to interact with your Help Desk site without needing to go to it in SharePoint. It offers a mobile-friendly interface for searching the Knowledge Base, adding tickets, updating tickets, and even approving items from Microsoft Teams. We'll cover: - How to - [NITRO Studio Workshop: How to integrate NITRO with other services](https://help.crowcanyon.com/article/nitro-studio-workshop-how-to-integrate-nitro-with-other-services/) - VIDEO: How to integrate NITRO with other services NITRO Studio offers many options for integrating with other tools within and outside of SharePoint. Some examples include External Data Columns on a NITRO Form, calling Power Automate flows from NITRO Workflows, and importing data via CSV import. We'll cover these integration tools in a live workshop: - [NITRO Studio Workshop: New DocuSign Integration for NITRO!](https://help.crowcanyon.com/article/nitro-studio-workshop-new-docusign-integration-for-nitro/) - VIDEO: New DocuSign Integration for NITRO! Do you have a business process that requires signatures? Whether your signers are internal or external, you can take advantage of the new DocuSign integration with NITRO Workflows! Join James Restivo as he shows you how to: - Set up the connection to the DocuSign API - Create a - [NITRO Studio Workshop: New Options for the NITRO User Interface!](https://help.crowcanyon.com/article/nitro-studio-workshop-new-options-for-the-nitro-user-interface/) - VIDEO: Using New Options for the NITRO User Interface! We have released several improvements recently around the user interface (UI) elements of NITRO. In Tiles and Dials, we have added flexible options for rounding corners. In NITRO Reports, you now have an option to hide the header to give it a lighter look and feel. - [NITRO Studio Workshop: Using NITRO Workflows with Teams](https://help.crowcanyon.com/article/nitro-studio-workshop-using-nitro-workflows-with-teams-2/) - VIDEO: Using NITRO Workflows with Teams NITRO Studio integrates your line of business applications with Microsoft Teams for ease of use. Users can view and update data for applications directly through the Teams interface. With NITRO Studio Workflows and Custom Actions, your users can stay within Teams, reducing their need to jump back and forth - [NITRO Studio Workshop: Introducing the New Looping Feature for Custom Actions and Workflows](https://help.crowcanyon.com/article/nitro-studio-workshop-create-workflow-in-sharepoint-with-nitro-studio/) - VIDEO: Introducing the New Looping Feature for Custom Actions and Workflows Create custom workflows and actions easily on SharePoint sites with NITRO Studio. In this workshop, we'll introduce the new looping feature in Custom Actions and Workflows! What this means for you is that you can now build out a process to update multiple items - [NITRO Studio Workshop: The New & Improved NITRO Mobile Experience](https://help.crowcanyon.com/article/nitro-studio-workshop-the-new-improved-nitro-mobile-experience/) - VIDEO: The New & Improved NITRO Mobile Experience The need to bring "on-the-go" automation is vital for many organizations working with a distributed workforce. This is why the NITRO Studio dev team has been working hard to make sure NITRO runs smoothly and seamlessly on mobile, also adding many new and improved features to enhance - [NITRO Studio Workshop: The NITRO Email Manager](https://help.crowcanyon.com/article/nitro-studio-workshop-the-nitro-email-manager/) - VIDEO: The NITRO Email Manager The NITRO Email Manager can be used to manually send emails from SharePoint list and library items. Use it to create templates for quick and easy responses on the click of a button. In this workshop we'll show you: - How to configure Email Manager - How to set up - [NITRO Studio Workshop: Manage Large Lists in SharePoint](https://help.crowcanyon.com/article/nitro-studio-workshop-manage-large-lists-in-sharepoint/) - VIDEO: Manage Large Lists in SharePoint Although Microsoft allows for multiple millions of items in one SharePoint list, you have likely encountered the 5000-item list view threshold at some point in time. SharePoint and NITRO both offer workarounds for dealing with a large number of items in a list. We'll cover various ways to handle - [NITRO Studio Workshop: Building Workflows with the NITRO Workflow Designer Interface](https://help.crowcanyon.com/article/nitro-studio-workshop-building-workflows-with-the-nitro-workflow-designer-interface/) - VIDEO: Building Workflows with the NITRO Workflow Designer Interface The NITRO Workflow designer allows you to easily build and manage workflows for your NITRO sites. In this session, we'll review the features of the Workflow Designer and show how easy it is to build a workflow. We'll cover: - How to design a workflow in - [How to read user properties using Microsoft Graph API in NITRO Workflows?](https://help.crowcanyon.com/article/626/) - Applies to: SharePoint Online Description This article describes the steps to read user profile properties using Microsoft Graph API in NITRO Workflows using Invoke Web Service action. For more details regarding Invoke Web Service action in NITRO Workflows, please refer this article. Pre-requisites: User should be an administrator of O365 subscription Should have full control - [How to contact Crow Canyon Support](https://help.crowcanyon.com/article/14/) - 1) Enter a Support Ticket at: Crow Canyon Software Support - Submit Support Ticket 2) Send email to support@crowcanyon.com We prefer the Support Ticket method so that your request gets into our IT Help Desk for SharePoint ticketing system (yes, we do use our program internally here!) - [External Data Column configuration in NITRO Forms](https://help.crowcanyon.com/article/447/) - Applies To SharePoint Online and SharePoint On-Premises Overview NITRO Forms allow integration of external data with SharePoint list data. Data in Microsoft SQL server tables can be fetched and populated in SharePoint list columns in the NITRO Forms. For data in sources other than SQL Server, custom service option can be used. When list item - [NITRO Studio Workshop: External Data Columns in NITRO Forms](https://help.crowcanyon.com/article/nitro-studio-workshop-external-data-columns-in-nitro-forms/) - When using NITRO Forms, you have the option to pull data onto the form from an external data source like SQL. - [Install Crow Canyon NITRO Studio using Site Collection Framework App](https://help.crowcanyon.com/article/387/) - Applies to: SharePoint Online Introduction This article describes installation of Crow Canyon NITRO Studio. This installation uses the NITRO Framework app with site collection level permissions. Please note that it is preferable to use framework app with tenant level permissions as it makes the NITRO installation and upgrades significantly easy and automated. You can refer - [Crow Canyon Email Sync: Use Graph API to read emails](https://help.crowcanyon.com/article/498/) - Applies to: SharePoint Online Description Email Sync app is used to sync emails from a Microsoft Exchange mailbox to a list in SharePoint Online. SharePoint online doesn’t have built-in functionality similar to Announcements Lists in on-premises where emails sent to a particular address are automatically added to the list in SharePoint. You can read more - [Import Tickets using NITRO Custom Actions](https://help.crowcanyon.com/article/694/) - Applies to: Crow Canyon O365 helpdesk application (IT Helpdesk, Facilities, Request Management) Description This article describes the instructions to import the Tickets data from CSV file using Parse CSV action in NITRO Custom Actions. Note: This article is same for IT, Facilities and Request Management applications and only difference is the name of the list - [Sample Use Cases for Loop Feature in Custom Actions and NITRO Workflows](https://help.crowcanyon.com/article/697/) - Applies to: NITRO activated sites in SharePoint Online and On-Premises (2013/2016/2019 and SE) Description This article describes the sample use cases for loop feature in Custom Actions and NITRO Workflows. Refer to this article for more details regarding the loop feature. Update items in a list from a web service response using variable collection loop - [Syntax for expressions in NITRO Forms](https://help.crowcanyon.com/article/651/) - Applied to: Crow Canyon NITRO activated sites in: SharePoint Online and On-Premises 2013/2016/2019 Introduction This article describes the syntax used for column placeholders, functions, variables etc. in NITRO Forms. Summary: Condition Builder Control Line/HTML Control Form Event Actions Update Form Controls Fetch Items Use fetch items results in update form controls Use fetch items results - [Troubleshooting steps for Custom Actions in Crow Canyon Application](https://help.crowcanyon.com/article/343/) - Applies To SharePoint Online and SharePoint On-premises Description This article describes about troubleshooting steps for Crow Canyon Custom Actions. This is a Crow Canyon App/solution and you can refer the features here: https://www.crowcanyon.info/nitro/appmanual_v2/batch-actions.html Symptom 1 After executing the custom action, custom action pop up window is not closing on clicking "Close" button. Cause (specific to SharePoint - [Troubleshooting NITRO Forms](https://help.crowcanyon.com/article/409/) - Applies To SharePoint Online and SharePoint On-Premises Description This article lists the common issues and fixes that occur in Crow Canyon NITRO Forms. Part of the Forms functionality is not working Date/Time format is not in correct format Attachments are not getting added to the item (for SharePoint OnPremises 2013/16) Item create/update fails with duplicate - [Grant access to services using SharePoint App permissions](https://help.crowcanyon.com/article/661/) - Applies to: SharePoint Online Description Crow Canyon services like Crow Canyon Data Sync Service and Data Sync (Auditing For SharePoint) accept legacy authentication where we need to enter user name and password in configuration. For this, legacy authentication needs be enabled at tenancy level. As an alternative to legacy authentication, we can grant access using - [NITRO Studio Workshop: Omni-Channel Access Gives Users Multiple Ways to Engage](https://help.crowcanyon.com/article/nitro-studio-omni-channel-access/) - Join us in this on-demand workshop where we will show an overview of the many "Omni-channel" possibilities n NITRO Studio and how best to use them. - [Introduction to Email Manager in NITRO Studio](https://help.crowcanyon.com/article/introduction-to-email-manager-in-nitro-studio/) - In this tutorial we show you how to allow users to send outgoing emails from SharePoint lists and performs updates on items. NITRO Studio™ for Office 365 and SharePoint. - [How to Setup Teams Messages in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-teams-messages-in-nitro-studio/) - This short video shows you how to enable your NITRO site to send Teams Notifications. Then there is a walk-through on how to create a notification for Teams through Custom Actions. - [How to Setup List View in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-list-view-in-nitro-studio/) - What is a SharePoint list view? How do you create one? Watch this mini tutorial on creating a list view in NITRO Studio for SharePoint. - [How to Setup Linked Items in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-linked-items-in-nitro-studio/) - Learn how to display an item on a SharePoint form from another list in NITRO Studio. - [How to Setup List ID Column in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-list-id-column-in-nitro-studio/) - Custom ID columns are very useful with creation of new SharePoint list items. In this video we show you how to easily use NITRO's ID Column utility to create custom item IDs. - [How to Install NITRO Studio](https://help.crowcanyon.com/article/how-to-install-nitro-studio/) - NITRO 101 | In our first training video of the Introduction to NITRO Studio series, we cover how to install and setup NITRO Studio in the Office 365 environment. Listen as James Restivo walks you through the SharePoint store and explains how to activate your site. - [How to Setup E-Signature in NITRO Forms](https://help.crowcanyon.com/article/how-to-setup-e-signature-in-nitro-forms-2/) - In this NITRO Studio tutorial, watch how you can add the e-signature module to your customizable forms designer for SharePoint & Office 365. - [How to Setup Enhanced Column Labels in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-enhanced-column-labels-in-nitro-studio/) - Enhanced Column Labels allows you to customize and format the text of both a field's title and description displayed within the NITRO form. - [How to Setup a Table in NITRO Forms](https://help.crowcanyon.com/article/how-to-design-a-table-in-nitro-forms/) - Table layouts offer more customization and formatting capabilities within a NITRO form. In this video we cover how to utilize our table feature. - [How to Setup Column Placeholders in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-column-placeholders-in-nitro-studio/) - This video covers how to display column values within an HTML form control in NITRO Studio's form designer. - [NITRO Studio Workshop: Using the NITRO Knowledge Base](https://help.crowcanyon.com/article/nitro-studio-workshop-using-the-nitro-knowledge-base/) - Did you know Crow Canyon's IT Help Desk application powered by NITRO Studio comes with a Knowledge Base (KB)? This built-in feature can provide quicker resolutions for the end users, and higher productivity for IT Staff. - [NITRO Studio Workshop: Infusing Microsoft AI into NITRO Studio](https://help.crowcanyon.com/article/nitro-studio-workshop-infusing-microsoft-ai-into-nitro-studio/) - Crow Canyon's NITRO Studio forms and workflow platform for Microsoft Office 365 includes many useful features that enhance your ability to create robust business process automation solutions for your organization. - [NITRO Studio Workshop: 2021 NITRO Features Recap](https://help.crowcanyon.com/article/nitro-studio-workshop-2021-nitro-features-recap/) - All the latest and greatest improvements to NITRO Studio! We have been adding many enhancements that make NITRO an even more comprehensive tool. - [NITRO Studio Workshop: Using Query List Actions in NITRO Workflows](https://help.crowcanyon.com/article/nitro-studio-workshop-using-query-list-actions-in-nitro-workflows/) - Learn how to use NITRO Workflows to reflect "For Each" loops. This will allow you to iterate updates over multiple items in a list with both static and dynamic updates. - [NITRO Studio Workshop: Invoking Web Services using Workflows & Custom Actions](https://help.crowcanyon.com/article/nitro-studio-workshop-invoking-web-services-using-workflows-custom-actions/) - Invoke web services as an option in NITRO Workflows and Custom Actions in this NITRO Studio Workshop! - [NITRO Studio Workshop: Using Bot Commands to Tailor NTIRO Teams Bots to Your Users](https://help.crowcanyon.com/article/nitro-studio-workshop-using-bot-commands-to-tailor-ntiro-teams-bots-to-your-users/) - NITRO Studio's Bot for Microsoft Teams engages users in a conversational interface, guiding them to the answers and information they need, at any time of day. - [NITRO Studio Workshop: Using NITRO Workflows with Teams](https://help.crowcanyon.com/article/nitro-studio-workshop-using-nitro-workflows-with-teams/) - NITRO Studio integrates your line of business applications with Microsoft Teams for ease of use. Users can view and update data for applications directly through the Teams interface. - [NITRO Studio Workshop: Custom Actions Designer](https://help.crowcanyon.com/article/nitro-studio-workshop-custom-actions-designer/) - As an added feature to NITRO Studio, see the even more comprehensive tool for creating business process automation solutions. - [NITRO Studio Workshop: Building an Application Portal Using Web Parts](https://help.crowcanyon.com/article/nitro-studio-workshop-building-an-application-portal-using-web-parts/) - In this workshop, James Restivo walks through how to build up a new portal site from scratch using NITRO Studio. We showcase the Web Parts... - [NITRO Studio Workshop: Managing Item-Level Permissions in NITRO Workflows](https://help.crowcanyon.com/article/nitro-studio-workshop-managing-item-level-permissions-in-nitro-workflows/) - Securing company data is more important than ever, and NITRO Studio can assist with this effort! Join James Restivo for a NITRO Studio Workshop. - [NITRO Studio Workshop: Powerful Enhancement Review](https://help.crowcanyon.com/article/nitro-studio-workshop-powerful-enhancement-review/) - We bring you up-to-date on all the latest and greatest improvements to NITRO Studio. We have been adding many enhancements that make NITRO even more comprehensive. - [NITRO Studio Workshop: Introducing SMS Texting](https://help.crowcanyon.com/article/nitro-studio-workshop-introducing-sms-texting/) - SharePoint SMS Texting is now available on NITRO Studio! With the new "Send SMS Text" action, customizable updates and notifications can be sent to the cell phones of users and staff. - [NITRO Studio Workshop: Administration & Management](https://help.crowcanyon.com/article/nitro-studio-workshop-administration-management/) - When NITRO Studio is installed, it comes with tools to manage your subscription and licenses. The management screens allow you to activate/deactivate sites, install application templates, update subscriptions, and more. - [NITRO Studio Workshop: Branding with Classic or Modern UI](https://help.crowcanyon.com/article/nitro-studio-workshop-branding-with-classic-or-modern-ui/) - The Branding app in NITRO Studio gives you the choice between branding the Classic UI or the Modern UI. - [NITRO Studio Workshop: Using Themes to Enhance the UI in NITRO Forms](https://help.crowcanyon.com/article/nitro-studio-workshop-using-themes-to-enhance-the-ui-in-nitro-forms/) - This workshop with James Restivo covers the basics of Themes in NITRO Forms -- how to make changes, what those changes do, and what the options are. - [NITRO Studio Workshop: Using Functions in Workflows & Custom Actions](https://help.crowcanyon.com/article/nitro-studio-workshop-using-functions-in-workflows-custom-actions/) - Explore functions in NITRO Workflows and Custom Actions: when, where, why, and how to use them, what they do, and how they overcome SharePoint limitations. - [NITRO Studio Workshop: Deep Dive into NITRO Reports](https://help.crowcanyon.com/article/nitro-studio-workshop-deep-dive-into-nitro-reports/) - How to configure reports and multi-series reports. We’ll discuss using themes and light scripting to modify the UI of NITRO reports. - [NITRO Studio Workshop: Power of Print Manager](https://help.crowcanyon.com/article/nitro-studio-workshop-power-of-print-manager/) - NITRO Studio's Print Manager can produce the printouts you need, whether simple lists or elaborate documents. - [NITRO Studio Workshop: Repeating Rows in NITRO Forms](https://help.crowcanyon.com/article/nitro-studio-workshop-repeating-rows-in-nitro-forms/) - A deep dive into the usability and look and feel of Repeating Rows. We'll cover how to use Workflows to reference, update, and create items in Repeating Rows. - [NITRO Studio Workshop: All About the Flow in Workflows](https://help.crowcanyon.com/article/nitro-studio-workshop-all-about-the-flow-in-workflows/) - Watch our workshop as we show you how to automate your business processes by creating complex workflows that execute based on changing data conditions or times. - [NITRO Studio Workshop: The Power of Custom Actions Part 2](https://help.crowcanyon.com/article/nitro-studio-workshop-the-power-of-custom-actions-part-2/) - In the second part of this series, we’ll continue our deep dive into Custom Actions and explore how to handle complex business processes. - [NITRO Studio Workshop: The Power of Custom Actions Part 1](https://help.crowcanyon.com/article/nitro-studio-workshop-sharepoint-custom-actions/) - We’re going to look at the advanced actions available in Custom Actions, such as Variables, Query List, Invoke Web Service, and the Microsoft Teams actions. - [NITRO Studio Workshop: Deep Dive into NITRO Forms](https://help.crowcanyon.com/article/nitro-studio-workshop-deep-dive-into-nitro-forms/) - Crow Canyon will go through best practices with column and tab permissions. Then we will show you how to revamp the UI of the form to make it a friendly interface. - [NITRO Studio Workshop: Evolution of NITRO Portals](https://help.crowcanyon.com/article/nitro-studio-workshop-evolution-of-nitro-portals/) - Learn how to set up a new configurable portal with Crow Canyon’s NITRO Portals. We’ll cover the differences with the original Power Portal. - [NITRO Studio Workshop: Using NITRO List Search in SharePoint](https://help.crowcanyon.com/article/nitro-studio-workshop-using-nitro-list-search-in-sharepoint/) - In this NITRO Studio workshop, we show you how to add the NITRO List Search web part to both classic and modern pages. - [NITRO Studio Workshop: How to Interact with Teams Using NITRO Workflows & Custom Actions](https://help.crowcanyon.com/article/nitro-studio-workshop-how-to-interact-with-teams-using-nitro-workflows-custom-actions/) - In this workshop we’ll show you how to set up workflows and actions that will post cards to and take updates from Teams. - [NITRO Studio Workshop: Build a Dashboard with Tiles & Dials, and Reports](https://help.crowcanyon.com/article/nitro-studio-workshop-build-a-dashboard-with-tiles-dials-and-reports/) - Use a combination of Crow Canyon's Tiles and Dials and NITRO Reports to build out an at-a-glance dashboard for easy tracking of metrics. - [NITRO Studio Workshop: Using Conditional Formatting for Project KPIs](https://help.crowcanyon.com/article/nitro-studio-workshop-using-conditional-formatting-for-project-kpi/) - Crow Canyon’s Conditional Formatting tool in NITRO Studio gives you the power to visually track and highlight project health and status. - [NITRO Studio Workshop: Using Form Event Actions in NITRO Forms](https://help.crowcanyon.com/article/nitro-studio-workshop-using-form-event-actions-in-nitro-forms/) - Form Event Actions give your form flexibility to change and update column values on the fly based on what is being entered on the form. Using this feature Actions allows you to: - [NITRO Studio Workshop: Setting Up Advanced Approval Processes Using Custom Actions and Workflows](https://help.crowcanyon.com/article/nitro-studio-workshop-setting-up-advanced-approval-processes-using-custom-actions-and-workflows/) - Learn how to create dynamic approval processes using the rich tools within NITRO Studio. In this workshop we’ll focus on the custom actions and workflow features. This live demo will show you how to use NITRO apps to automate business workflows with custom actions that meet your unique requirements for advanced approval processes. - [NITRO Studio Workshop: List Views, List Roll-up, & Reporting Using List Roll-up](https://help.crowcanyon.com/article/nitro-studio-workshop-list-views-list-roll-up-reporting-using-list-roll-up/) - Learn how to set up NITRO List Views and how they differ from standard SharePoint list views. We'll also go over how to set up a List Roll-up so that you can see data in one view from multiple lists within one site, or even across multiple sites. Then we'll show you how to use that List Roll-up in a report. - [NITRO Studio Workshop: Easily Generate Documents and Print Output](https://help.crowcanyon.com/article/nitro-studio-workshop-easily-generate-documents-and-print-output/) - Learn how to generate a document in a document library using Word and Excel templates. We’ll show you how to use place holders to generate a formatted document using variable data. We’ll also walk through setting up Item and List Print templates using place holders. - [NITRO Studio Workshops: Column Level Permissions](https://help.crowcanyon.com/article/nitro-studio-workshops-column-level-permissions/) - Learn how to use the column permissions feature to add rules and conditions to hide and show fields in your NITRO Form. We’ll walk through setting up permissions and conditions at the column level for both individual columns and groups of columns and at the tab/section level. - [NITRO Studio Workshop: All About Workflows](https://help.crowcanyon.com/article/nitro-studio-workshop-all-about-workflows/) - Join our workshop as we show you how to automate your business processes by creating complex workflows that execute based on changing data conditions or times. - [NITRO Studio Workshop: All About Custom Actions](https://help.crowcanyon.com/article/nitro-studio-workshop-all-about-custom-actions/) - NITRO Custom Actions provide business process automation on demand. We'll show you how Custom Actions share many of the same data processing features as NITRO Workflows such as item creation and updates, sending emails, running scripts and web services. - [Introduction to Chatbots in Microsoft Teams](https://help.crowcanyon.com/article/introduction-to-chatbots-in-microsoft-teams/) - VIDEO: NITRO Studio Support Chatbot for Microsoft Teams - [How to Setup E-Signature in NITRO Forms](https://help.crowcanyon.com/article/how-to-setup-e-signature-in-nitro-forms/) - Check out this quick video showing how easy it is to access the e-signature function in NITRO Studio's Form App interface. - [How to Setup Email Sync in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-email-sync-in-nitro-studio/) - In this tutorial, we show you how to set up an email synchronization so that you can bring in emails from an Exchange mailbox into a SharePoint list in our no-code, application creation software, NITRO Studio™ for Office 365. - [Introduction to List Rollup in NITRO Studio](https://help.crowcanyon.com/article/introduction-to-list-rollup-in-nitro-studio/) - In this tutorial we show you how to combine two lists into one in our no-code, application creation software, NITRO Studio™ for Office 365. - [Introduction to Tiles & Dials in NITRO Studio](https://help.crowcanyon.com/article/introduction-to-tiles-dials-in-nitro-studio/) - In this video we look at the Tiles and Dials app in our no-code, application creation software, NITRO Studio™ for Office 365. - [Introduction to Branding in NITRO Studio](https://help.crowcanyon.com/article/introduction-to-branding-in-nitro-studio/) - In this tutorial, we discuss branding your applications using both our "out-of-the-box" themes as well as how to apply your own custom branding in our no-code, application creation software, NITRO Studio™ for Office 365. - [Introduction to Report Manager in NITRO Studio](https://help.crowcanyon.com/article/introduction-to-report-manager-in-nitro-studio/) - In this video we will go over some of the key features of the NITRO Report Manager. NITRO Studio™ is our easy to use, no-code, application creation software that gives you the tools to unleash maximum utility out of Office 365 and SharePoint. - [How to Setup Print Templates in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-print-templates-in-nitro-studio/) - In this tutorial, we will show you how to create a "Print Template" in our "Print Manager" tool, a part of our NITRO Studio™. - [How to Setup an Escalate Action Button in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-an-escalate-action-button-in-nitro-studio/) - In this video we will create an "Escalate" action button to be applied to your tools ribbon. NITRO Studio™ is our easy to use, no-code, application creation software that gives you the tools to unleash maximum utility out of Office 365 and SharePoint. - [How to Setup Priority Escalation in NITRO Workflows](https://help.crowcanyon.com/article/how-to-setup-priority-escalation-in-nitro-workflows/) - In this video we show you how to create an escalation workflow using the NITRO Studio™ Workflow Manager. - [How to Setup Items in NITRO Workflows](https://help.crowcanyon.com/article/how-to-setup-items-in-nitro-workflows/) - In this video we look at how to create specific workflows initiated by the creation of an item, including auto reply to requester, notify staff, and assign ticket to staff. - [Introduction to Conditional Formatting in NITRO Studio](https://help.crowcanyon.com/article/introduction-to-conditional-formatting-in-nitro-studio/) - In this video we discuss how to set up conditional formatting, a great tool to identify priority and set keep staff cognizant of deadlines in NITRO Studio. - [Introduction to Power Portals in NITRO Studio](https://help.crowcanyon.com/article/introduction-to-power-portals-in-nitro-studio/) - The Power Portal allows you to construct an interface for use by your end users to submit tickets and makes requests without interacting with the back-end of SharePoint. - [How to Setup Cascading Lookup in NITRO Forms](https://help.crowcanyon.com/article/how-to-setup-cascading-lookup-in-nitro-forms/) - In this video, Scott Restivo, CEO of Crow Canyon Software, will walk you through the process of creating a new cascading lookup in NITRO Studio™. - [How to Setup Autofill Settings in NITRO Forms](https://help.crowcanyon.com/article/how-to-setup-autofill-settings-in-nitro-forms/) - In this video, we will show you how to add auto fill settings for a person or group column in your list. You can do this for the logged in user, auto-populating who the logged in user is into the list item, or for another person the user needs to fill a field with. - [How to Setup Column Validations in NITRO Forms](https://help.crowcanyon.com/article/how-to-setup-column-validations-in-nitro-forms/) - In this video, James Restivo, VP of Crow Canyon, walks you through the process of creating and setting up validations within Nitro Forms. For example, validating an email address has been entered or verify that certain conditions are met. - [How to Setup a Simple Form in NITRO Studio](https://help.crowcanyon.com/article/how-to-setup-a-simple-form-in-nitro-studio/) - In this video, James Restivo, VP of Crow Canyon, walks you through the process of creating a simple form in our no-code, application creation software, NITRO Studio™ for Office 365. - [How to Setup Tab & Column Permissions in NITRO Forms](https://help.crowcanyon.com/article/how-to-setup-tab-column-permissions-in-nitro-forms/) - In this video, James Restivo, VP of Crow Canyon, shows you how to set up a column permission in our no-code, application creation software, NITRO Studio™ for Office 365. - [How to Setup Lookup Settings in NITRO Forms](https://help.crowcanyon.com/article/how-to-setup-lookup-settings-in-nitro-forms/) - In this video, James Restivo, VP of Crow Canyon, shows you how to look up items in one list that are residing in another using the lookup settings in our no-code, application creation software, NITRO Studio™ for Office 365. - [Steps to Install NITRO BOT](https://help.crowcanyon.com/article/673/) - Applicable to: SharePoint Online This article describes the steps to install the NITRO BOT including LUIS application configurations and search schema settings to configure Knowledge Base Search functionality. This article will also describe the steps to import default BOT commands for Crow Canyon IT Helpdesk pre-built application. Pre-requisites Microsoft Teams Admin rights Enable Custom Apps - [Migration of NITRO site from one O365 site to another](https://help.crowcanyon.com/article/676/) - Applies to: SharePoint Online Description This article describes the steps to migrate NITRO configurations from one site to another site. Summary of steps Create site and lists schema Validate site schema Install NITRO Studio Export and import NITRO configurations (Forms, Custom Actions and Workflows) Reconfigure other NITRO components Configure workspace/site pages Register License Detailed steps - [Parse CSV action in NITRO Workflows and Custom Actions](https://help.crowcanyon.com/article/670/) - Description A CSV (Comma-separated values) file is a delimited text file that uses a comma to separate values. Each line of the file is a data record. Each record consists of one or more columns, separated by commas. Excel data is different from CSV. To convert the excel file to a CSV file, open the - [Notify Requester/Staff whenever there is an update to the ticket Work Log](https://help.crowcanyon.com/article/315/) - Applies to: SharePoint online and SharePoint On-premises Description: To notify requester/staff whenever there is an update to the ticket "Work Log". Detailed steps Disable Notify Assigned Staff on Incoming Email: When Requester sends an email to the existing ticket, staff will receive notification and "Work Log" of the ticket will be updated with truncated mail - [Crow Canyon Data Sync service for two way sync between SharePoint list items and database table](https://help.crowcanyon.com/article/414/) - Applies to: SharePoint Online and On-Premises Note: This service requires an additional purchase. Description Crow Canyon DataSync Service for SharePoint is a Windows Service that synchronizes any ODBC-compliant database table(s) data to corresponding SharePoint list(s) and vice versa. We can use this as one way sync as well based on the use case. This service - [SharePoint Online: Troubleshooting steps for Outgoing emails in Crow Canyon Applications](https://help.crowcanyon.com/article/341/) - Outgoing email issues in Crow Canyon SharePoint Online based application Applies to SharePoint Online Issue Recipients are not receiving any notifications from Crow Canyon Application Troubleshooting steps 1. If users are not receiving any auto notifications i.e. Notification on Ticket Creation, Assignment, Completion then verify the users (Requester, Assigned Staff, Notify Staff, Assigned Team etc) - [Dashboard Configuration in NITRO Application](https://help.crowcanyon.com/article/671/) - Applies To SharePoint Online Description This article describes the steps to configure Dashboard page in NITRO Applications to show related items and progress of them. See sample output from below image. There is no direct app or UI to configure above dashboard web part and it needs to be done using an xml file. Summary - [Troubleshooting steps for Crow Canyon Employee Portal](https://help.crowcanyon.com/article/329/) - Description This article describes troubleshooting steps for possible issues in Employee Portal. You can also refer this article for frequently asked questions about the Portal: https://help.crowcanyon.com/article/197 Case 1: Item Creation Failed Applies to: SharePoint Online and On-premises (2013, 2016, 2019)Employee Portal Version: Portal site created through ‘Power Portal App’ Issue: Error shown while creating Ticket from Portal - [How to configure permissions for KB articles in Crow Canyon Applications?](https://help.crowcanyon.com/article/485/) - Applies to : SharePoint Online and SharePoint On-Premises Description Knowledge Base (KB) is a repository of information to solve the frequently occurring issues. It also has data from resolved Tickets so that users can refer this information if they are facing the problem that has been solved before. KB articles are organized by Category and - [Frequently asked questions for Crow Canyon Email Sync App](https://help.crowcanyon.com/article/297/) - Applies To SharePoint Online Crow Canyon Email Sync App Overview Crow Canyon Email sync app is an add-in for O365. SharePoint online doesn't have built-in functionality similar to Announcements Lists in on-premises where emails sent to a particular address are automatically added to the list in SharePoint. This App plugs this functionality gap by monitoring - [Manual and User Guide - DataSync (Auditing for SharePoint)](https://help.crowcanyon.com/article/415/) - Applies to: SharePoint Online and On-Premises Description Crow Canyon DataSync Tool for SharePoint is a server-side tool that synchronizes any SharePoint custom list to any ODBC-compliant database. Users can then use standard reporting tools of their choice (e.g. Crystal Reports, SQL Server Reporting Services, etc.) to run comprehensive reports on the exported SharePoint list data. - [NITRO Forms: Change the color of Form / Columns based on a value selected in the form](https://help.crowcanyon.com/article/444/) - Applies to: SharePoint Online and On-Premises Description NITRO Forms has lot of built in functionality to create dynamic forms and customize the form UI as required in common business applications. For any custom requirements, you can add CSS and JavaScript on the form to change the UI and functionality. This article describes the configurations required - [Reducing "Snapping" or "Flashing" on Modern UI application sites](https://help.crowcanyon.com/article/reducing-snapping-or-flashing-on-modern-ui-application-sites/) - Applies To: SharePoint Online Modern sites Crow Canyon's Branding App gives you options for modifying what SharePoint elements are shown on the page. In some cases, this causes the site to "snap" or "flash" while loading pages on the site. This is because SharePoint loads all elements of the page first, and then Crow Canyon's Branding - [How to integrate Assets with Purchase Request System?](https://help.crowcanyon.com/article/390/) - Applies to: SharePoint Online Description As part of the standard standalone Crow Canyon Purchasing application, it is configured such that "Received Quantity" can be updated from the Purchase items and once all the purchase items are received then Purchase Order status sets to "Fulfilled" automatically. If the Crow Canyon Assets module is also purchased, to - [Apply SLA to update Ticket Due Date, Assign Due Time, Response Due Time when Ticket is created and modified](https://help.crowcanyon.com/article/287/) - Applies to: SharePoint Online Pre-Requisites: Create Assign Due Time, First Response Due Time, Work Started, Overdue columns as described in https://help.crowcanyon.com/article/286 Workflow1: Configure a workflow on ticket modified event to update Response Due time, Assigned Due Time and Due Date of the tickets. - Create a workflow on tickets list item modified event like shown - [Instructions to add and deploy Crow Canyon Farm solution](https://help.crowcanyon.com/article/311/) - Add and deploy Crow Canyon Farm solutions Applies to: SharePoint On-Premises Description: This article describes how to add and deploy Crow Canyon farm solutions in SharePoint server (2013 and 2016) Pre requisites: Need access to SharePoint server Logged-in user account should be domain user, local administrator on SharePoint server and should be a SharePoint farm - [SLA based on Priority of the Ticket to Update Due Date and configure alerts](https://help.crowcanyon.com/article/286/) - Applies to: SharePoint Online Description: Setup SLA in SharePoint Online Crow Canyon helpdesk application based on ticket Priority. Based on priority of the ticket, ticket needs to be responded, assigned and closed in certain period of time. Let us consider an example with response due time, assigned due time and Due Date that should be - [Sample use cases for Execute Script action in Crow Canyon Custom Actions](https://help.crowcanyon.com/article/648/) - Applies to: SharePoint Online and On-Premises Description NITRO Custom Actions have several built-in actions to implement business process automation. For example, actions to create, update, and delete SharePoint list items. Also, actions to query list items, generate document based on template and invoke a web service etc. For any custom functionality not covered directly by - [Configure a report to show Tickets closed within SLA](https://help.crowcanyon.com/article/490/) - Applies to: SharePoint Online and SharePoint On-Premises Description Tickets list has a 'Due Date' column to capture the date by which it should be closed. This is usually set as per the configured SLAs and can also be set manually. This article describes steps to configure a report to show count of Tickets closed within SLA ('Not Overdue') - [Query list action configurations in NITRO Custom Actions](https://help.crowcanyon.com/article/470/) - Applies to: SharePoint Online and On-Premises Introduction Query List action is used to retrieve one or more items of a list as per the defined criteria. For example, get all open Tasks related to a Ticket or get all line items for a Purchase Request. Retrieved list items can then be used in other actions, some - [Add 'Main Category' to filter Category values in NITRO Forms](https://help.crowcanyon.com/article/376/) - Applies To SharePoint On-Premises and SharePoint Online Description Usually in our application, we have "Category" and "Issue Type" in the Ticket forms. Here Issue Type values get filtered based on selected Category. In some cases we require an additional filter at the top level to get the Category values filtered. In this article, we will - [Steps to integrate Bot Application with Crow Canyon applications](https://help.crowcanyon.com/article/398/) - Applies to: SharePoint Online Description Crow Canyon Support Bot application utilizes your existing data to solve common user issues using sophisticated NLP bases search and Crow Canyon's proprietary matching and ranking algorithm. Bot "learns' from resolved and unresolved cases to get better at solving user problems over time. Click here to see more detailed diagram. - [Configure Save and Continue functionality in NITRO Forms and Portal Forms](https://help.crowcanyon.com/article/630/) - Applies to: Share Point Online and On-premises Description For forms having a large number of input columns, it is desirable to have the ability to save the item after filling some data and then continue entering more data. This article describes the steps to configure “Save and Continue” functionality in NITRO and Portal Forms. This - [Automatically capture the name of user closing the Ticket in a separate column](https://help.crowcanyon.com/article/628/) - Applies To: Crow Canyon Service Request applications for SharePoint Online Description In Crow Canyon Service Request application, when a Ticket is closed by a user, application will update the Ticket to set the Closed Date and some hidden columns (for Ticket state management). During this Ticket update operation, ‘Modified By’ column is set to ‘SharePoint - [SharePoint Online: Crow Canyon NITRO Studio Installation](https://help.crowcanyon.com/article/424/) - For SharePoint On-premises, please refer this article. Pre-requisites User Permissions User doing the installation requires tenant admin rights on the SharePoint online tenancy where NITRO Studio is being installed Note: If NITRO Studio is already installed in any other site collection in your tenancy then user with site collection administrator permissions can perform the installation. - [Additional configurations required for web application or site collection backup/restore using standard Microsoft methods](https://help.crowcanyon.com/article/627/) - Applies To SharePoint On-Premises Description This article describes the additional configurations required after web application or site collection backup/restore operation using standard Microsoft methods. This will be applicable to both NITRO Studio activated sites and NITRO pre-built application sites. Summary of Steps Pre-requisites Backup and Restore Activate NITRO Studio and Apply License Post Configurations Detailed - [How to upgrade Crow Canyon Timer Job solution?](https://help.crowcanyon.com/article/418/) - Applies to: SharePoint On-Premises Description This article describes the instructions to upgrade Crow Canyon Timer Job Solution in SharePoint server. Detailed Instructions 1. Deactivate the below site collection features using STSADM or PowerShell command. Please refer "Deactivate Feature" instructions from: https://help.crowcanyon.com/article/344/ CrowCanyon.TimerJobs_CCSRecurrenceJob CrowCanyon.TimerJobs_CCSArchivalJob CrowCanyon.TimerJobs_CCSSLATimerJobFeature CrowCanyon.TimerJobs_CCSAssetsMaintenance CrowCanyon.CalculatedTable_CrowCanyon Scheduled Reports Feature (please ignore this feature if we are - [SP Online: Manage NITRO Studio](https://help.crowcanyon.com/article/389/) - Applies to: SharePoint Online Introduction Site Collection administrator can manage the NITRO Studio for a sub site from NITRO administration page. This article describes the following features: Activate NITRO in a sub site Install pre-built NITRO applications Upgrade NITRO Studio NITRO Repair Uninstall NITRO Studio NITRO Licensing Note This article assumes that you have already - [Install Crow Canyon NITRO solutions for SharePoint On-Premises](https://help.crowcanyon.com/article/439/) - Applies To: SharePoint On-Premises Note: This setup process is now deprecated. Please refer this link for setting up NITRO Studio. Description: This article describes the steps to install the Crow Canyon NITRO solutions for SharePoint On-Premises. Pre-requisites: SharePoint should be installed and configured (SharePoint 2013/2016) and server should be in stable state. Go to Central - [SharePoint Online: Uninstall steps for Crow Canyon Application](https://help.crowcanyon.com/article/334/) - Uninstall steps for Crow Canyon application Applies to: SharePoint Online Product Version: 1.0 & 2.0 Note: This article applicable for the Crow Canyon Helpdesk applications which are using Forms Manager based applications. If you are in latest NITRO based application, please refer this article. Procedure to uninstall Crow Canyon Application Detailed Steps: 1. Delete the Email Sync - [How to configure Header Properties in Modern sites?](https://help.crowcanyon.com/article/434/) - Applies to: SharePoint Online Description This article describes the steps to configure header properties using Crow Canyon branding in SharePoint Modern UI sites. Note: This article will be enhanced very soon to describe all modern branding settings. Crow Canyon Header Properties in Branding Site header elements and corresponding configurations are shown below: Search Configurations: Search - [Switch to Modern version of NITRO Forms](https://help.crowcanyon.com/article/623/) - Applies to: SharePoint Online Starting around July 29, 2020, Microsoft rolled out changes to SharePoint Online in M365 that changed the way NITRO Forms are rendered. If you are accessing a SharePoint list item from the Modern UI list view, you may get the standard SharePoint form, which opens in a panel on the right - [Prevent duplicate/continuous ticket creation and auto notification](https://help.crowcanyon.com/article/342/) - How to stop duplicate or continuous notifications in SharePoint Online Applies To: SharePoint Online Description: When you have the Crow Canyon Email Sync enabled for creating Tickets in our IT or Work Orders applications, you may sometimes experience an issue where the system sends out multiple emails and/or creates multiple tickets for the same email. The - [Upgrade Crow Canyon application for SharePoint Online to NITRO based application version](https://help.crowcanyon.com/article/361/) - Applies to: SharePoint Online Description: Crow Canyon NITRO Studio is an easy to use no-code solution that provides the components to build highly configurable applications in SharePoint online. We have upgraded our applications (IT, Facilities, Requests Management, Purchasing etc.) to take advantage of NITRO capabilities. This article provides the details of upgrading existing applications to - [How to approve requests from Crow Canyon self-service bot in Microsoft Teams](https://help.crowcanyon.com/article/616/) - Applies To Crow Canyon NITRO activated sites in SharePoint Online Description In this article we have described a use case where employee can submit a leave request for Manager and Manager will take the appropriate decision (i.e. approve or deny) from Teams channel. When user submits a leave request, manager will receive a message with - [How to configure Teams connection in NITRO?](https://help.crowcanyon.com/article/615/) - Applies To Crow Canyon NITRO activated sites in SharePoint Online Description Crow Canyon NITRO components like Bots, Workflows and Custom Actions can connect to Microsoft Teams for various operations. For these operations NITRO components need to connect to Teams and this article describes the steps for the same. There are two options for Teams connection: - [How to insert the placeholders of list columns in the Workflow Manager condition builder](https://help.crowcanyon.com/article/372/) - Applies To: SharePoint On Premises and SharePoint Online Description: In Workflow Manager conditions we frequently compare the list column values with some fixed value or expression. For example, if value of 'Priority' column is 'High' or if 'Due Date' is greater than 'Today' date value. In some scenarios, we need to compare the value of - [Instructions to activate and deactivate Crow Canyon Farm features](https://help.crowcanyon.com/article/344/) - Detailed steps to activate and deactivate Crow Canyon Farm features Applies to: SharePoint On-Premises Description: This article describes how to activate and deactivate Crow Canyon farm features in SharePoint server (2013, 2016 and 2019) Instructions: We have taken Crow Canyon archival feature as an example. Activate Feature: --> Open Command Prompt (Run as Administrator) --> - [How to upgrade Crow Canyon solutions in the SharePoint Server](https://help.crowcanyon.com/article/381/) - Applies to: SharePoint On-Premises Description: This article describes how to upgrade Crow Canyon farm solutions in the SharePoint Server (2013, 2016 and 2019). Pre Requisites: Logged in user should be a domain user, local admin and a member of Farm Administrators group in SharePoint. Logged in user should have ownership rights on SharePoint Admin content - [Add custom validations in NITRO Forms using JavaScript](https://help.crowcanyon.com/article/607/) - Applies To: SharePoint Online and On-premises Description NITRO Forms column validation feature supports validating column values based on: Pattern: Like phone number, email and custom regular expression based patterns Length: To check if amount of data entered in column is equal to/less than/more than the required length Value: To check if data entered in columns is - [Convert SharePoint classic site to modern site experience](https://help.crowcanyon.com/article/608/) - Applies to: SharePoint Online Description It is possible to convert a classic SharePoint site to modern experience. It has multiple steps involved and this article has outlined the high level steps. We can assist in converting your classic site to modern site as part of professional services. Please contact sales@crowncanyon.com for more details. Steps Switch - [Create a Survey in O365 using Microsoft Forms](https://help.crowcanyon.com/article/create-a-survey-in-o365-using-microsoft-forms/) - Applies to: SharePoint Online Follow this link to learn how to create a survey in O365 using Microsoft Forms: Crow Canyon Blog Post - [Upgrade On-Premises Crow Canyon applications to latest NITRO Studio based applications](https://help.crowcanyon.com/article/474/) - Applies To SharePoint On-Premises Description Crow Canyon NITRO Studio has several enhanced capabilities on top of what we have in our older version. There is a first-class forms designer tool, an enhanced Custom Actions tool, various performance improvements, custom list view, advanced printing, and many other improvements and new features. Upgrading to a NITRO Studio - [Reconfigure NITRO Site after URL change](https://help.crowcanyon.com/article/605/) - Applies To: SharePoint Online and On-Premises Introduction NITRO Studio is installed at Site Collection level. NITRO can be activated in any sub-site in the site collection including the root site. SharePoint allows changing the Site Collection/Site URL. Also, a site URL can get changed if URL of its parent site is changed. If NITRO is - [Data security in NITRO Apps](https://help.crowcanyon.com/article/379/) - Introduction This article describes the data flow in NITRO Apps and the related security aspects. Different scenarios are considered and described in terms of data storage, access and flow. Please contact Crow Canyon support if you need any additional information for any particular App or scenario. Client Side Apps Most of the NITRO Apps are - [Configure a workflow to auto-close Ticket if all the associated tasks are completed](https://help.crowcanyon.com/article/437/) - Applies to: SharePoint Online and On-Premises Description This article describes the steps to configure a workflow to auto close Ticket when all the associated tasks are completed for that Ticket. Configuration Configure a workflow on Associated Tasks list on Item modified event as shown below. Please note the condition on 'Task Status' column value and put - [Troubleshooting Excel to SharePoint Tool](https://help.crowcanyon.com/article/368/) - Applies To SharePoint On-Premises and SharePoint Online Description This article lists the fixes for common issues in Excel to SharePoint tool Missing SharePoint dependency Dlls Authentication issue for O365 tenancy Multifactor authentication for the SharePoint site Duplicate columns in the excel sheet Excel tool crashes on clicking Load button 1.Missing SharePoint dependency Dlls Error 1 - [NITRO Studio Workshop: How to Structure a Business Application](https://help.crowcanyon.com/article/nitro-studio-workshop-how-to-structure-a-business-application/) - Learn tips and best practices about designing the architecture of your NITRO application. We will dig deeper into the “Three Pillars of Application Design” concept and will show you what has made our out-of-the-box applications so successful. View on Demand - [NITRO Studio Workshop: Forms Designer](https://help.crowcanyon.com/article/nitro-studio-workshop-forms-designer/) - See why NITRO Forms is one of the most viable options for moving off InfoPath and how easy it is to replace old forms with NITRO Forms that retain or replicate the functionality that the InfoPath forms provide. View on Demand - [NITRO Studio Update: New Features that Make Forms Design Even Easier in SharePoint & Office 365](https://help.crowcanyon.com/article/nitro-studio-update-new-features-that-make-forms-design-even-easier-in-sharepoint-office-365/) - Forms Designer: See our advanced table layout, preview feature, label/description customizations, floating attachment control, placeholders in the form title, and more. View on Demand - [NITRO Studio Workshop: Approval Workflows](https://help.crowcanyon.com/article/nitro-studio-workshop-approval-workflows/) - See how easy it is to do approvals with NITRO Studio in this short workshop. View on Demand - [Troubleshooting Crow Canyon list view/List Rollup](https://help.crowcanyon.com/article/603/) - Applies To: SharePoint Online and On-Premises Description: Crow Canyon list view common issues and solutions Issue 1: Symptom: Crow Canyon list view is never loading in a Workspace page Cause: There are dependency JavaScript files like "sp.js" and sometimes it may not be loading in Workspace page for some unknown reason. Resolution: Edit the page - [How to retract and remove Crow Canyon farm solutions](https://help.crowcanyon.com/article/310/) - Retract and Remove Crow Canyon Farm solutions Applies to: SharePoint On-Premises Description: This article describes how to retract and remove Crow Canyon Farm solution. For sample scenario we have taken CCSSRWorkflows.wsp solution. Instructions: Go to Central Administration --> System Settings --> Manage Farm solutions --> Open "CCSSRWorkflows.wsp" and retract the solution. Wait until the solution - [Insert and Update records in External data source using NITRO](https://help.crowcanyon.com/article/602/) - Applies To: SharePoint Online and On-Premises Description NITRO Forms allow integration of external data with SharePoint list data. Please refer this article for more details on various scenarios of fetching external data and populating in NITRO Forms. We can also write (insert / update) records in SQL server tables using NITRO Forms and Custom Actions. - [Configure Approver functionality using NITRO Workflow Manager - Workflows 3 and 4](https://help.crowcanyon.com/article/302/) - Applies To: SharePoint Online and SharePoint On-premises Please make sure that the required list schema is created before start configuring this workflow, please refer https://help.crowcanyon.com/article/299 article for list schema details. Workflow3: Create a workflow on Change Request Approver Tasks list “on item created” event. Configure workflow as shown below. Action 1: Notify the approver about - [Configure Approver functionality using NITRO Workflow Manager - Workflow 2](https://help.crowcanyon.com/article/301/) - Applies To: SharePoint Online and SharePoint On-premises Please make sure that the required list schema is created before start configuring this workflow, please refer https://help.crowcanyon.com/article/299 article for list schema details. Workflow 2: Create a workflow on Change Requests list “on item modified” event. Configure workflow as shown below Action1: Create the Change Request Approver task - [Configure Approver functionality using NITRO Workflow Manager - Workflow 1](https://help.crowcanyon.com/article/300/) - Applies To: SharePoint Online and SharePoint On-premises Please make sure that the required list schema is created before start configuring this workflow, please refer https://help.crowcanyon.com/article/299 article for list schema details. Workflow1: Create a workflow on Change Requests list “on item created” event. Configure workflow as shown in below screenshot. Action1: Update the “Change Request” approval - [Configure Survey for every Nth Ticket in Crow Canyon Service Request Applications](https://help.crowcanyon.com/article/186/) - Applies To SharePoint Online and SharePoint On-Premises Description This article assumes that you have already configured 'Survey' functionality as specified in Survey On Portal Site article. Instead of sending Survey on every Ticket, if requirement is to send for every 5th or 7th Ticket etc., we can use SharePoint Calculated column to get the Nth - [Tickets list data dictionary in Crow Canyon Service Request Application](https://help.crowcanyon.com/article/493/) - Applies to: SharePoint Online and On-Premises Description This article describes the columns present in Tickets list in Crow Canyon Service Request applications (i.e. IT Helpdesk, Request Management, Facilities and Customer Service). Most of the columns are same in both SharePoint online and On-Premises, except few that are described separately below. Columns and Purpose 1. Additional - [Basic permissions configurations in Crow Canyon Service Request Application](https://help.crowcanyon.com/article/227/) - Permission configurations in Crow Canyon Service Request application Applies to: SharePoint On-premises and Online Description: Crow Canyon Service Request application has two areas for configuration. There is the "backend" where staff and administrators will configure the program and work on their Tickets, requests, or work orders. Then there is the portal, where users can submit - [Auto Categorize tickets based on mail subject of the incoming email](https://help.crowcanyon.com/article/290/) - Applies to: SharePoint Online Requirement: Auto Categorize tickets which are created through emails based on their mail subject. Summary of Steps: 1. Configure a conditional workflow on ticket list item created event. 2. Configure WF Variable Action in the workflow to extract category from the ticket title. 3. Configure Update Item Action in the workflow - [Crow Canyon List Search Extended Settings](https://help.crowcanyon.com/article/495/) - Applies to: NITRO for SharePoint Online and On-Premises Introduction Crow Canyon List search is a NITRO component that provides simple and advanced search capability on SharePoint list items. It is cross-site component that can search lists in any site in the Site Collection provided user has the permissions to view list items. This article provides - [Site level NITRO configurations](https://help.crowcanyon.com/article/496/) - Applies to: SharePoint Online and On-prem Introduction NITRO Site Settings are the common settings used across various NITRO components in the site. To view and configure these settings, navigate to SharePoint site settings page and then click the site settings link: /_layouts/15/settings.aspx => "Crow Canyon NITRO Site Settings" Details of each option are given - [Configure Email to Ticket conversion feature for multiple incoming email addresses](https://help.crowcanyon.com/article/215/) - Applies To SharePoint Online and On-Premises Description Crow Canyon Service Request product has built-in feature to convert incoming Emails to Tickets. This is a two step process: Incoming emails first come to the 'Email Tickets' list: In SharePoint Online, this is configured using 'Email Sync' App. More details are in this article In SharePoint On-premises - [SharePoint Online: Auto fill Category and/or Issue Type on Email to Ticket conversion](https://help.crowcanyon.com/article/167/) - Applies To SharePoint Online Description This article describes the steps to auto set "Category" of Tickets created via email based on one of the following criteria Name of Email Tickets list that is receiving the incoming emails Irrespective of the sender of email, it sets the corresponding category in Ticket based on the emails list - [Site URL Change for NITRO Application](https://help.crowcanyon.com/article/467/) - Applies To: SharePoint On-Premises and NITRO Studio based applications Description This article lists the configurations required when SharePoint site URL is changed for a site using Crow Canyon NITRO Studio. This can be the case when when SSL is configured for a site (http://... to https://...) or when alternate access mapping is configured for the web - [Re-open a closed ticket in Crow Canyon Help Desk application from Employee portal](https://help.crowcanyon.com/article/273/) - Applies to: SharePoint On-Premises Requirement:- Requester of the ticket should be able to reopen a resolved/closed ticket from Employee Portal. Summary of Steps:- 1. Create "Reopen Ticket" checkbox column in Tickets list 2. Add "Reopen Ticket" column to ticket form in portal 3. Configure column permissions so that "Reopen Ticket" column appears only in resolved/closed - [How to configure column validations in NITRO forms?](https://help.crowcanyon.com/article/479/) - Applies to: SharePoint Online and SharePoint On-Premises Description NITRO Forms has a feature for validating column values. It is used to enforce business rules on the data that is being submitted by users. This article describes column value validation based on the data input in another column. For more details about column validation feature, please - [Revert NITRO Forms of a list to a previously published settings](https://help.crowcanyon.com/article/482/) - Applies To : SharePoint Online and SharePoint On-Premises Description NITRO Forms maintain two sets of settings: Draft and Published. When NITRO form settings are saved in designer ('Save' button in the designer toolbar), these are saved as draft version and are not automatically applied to the list. These settings are applied to the list only when - [Duplicate email notifications in Crow Canyon Application](https://help.crowcanyon.com/article/457/) - Applies To SharePoint Online and SharePoint On-Premises Issue Duplicate notifications are received by Requester/Assigned Staff etc. roles on Ticket. Cause On Ticket creation, Crow Canyon application sets certain hidden fields (like Case Id etc.) and updates the Ticket item. If any NITRO Workflows are configured on the Tickets list that are triggered on item creation - [Workflows required for outgoing emails in NITRO applications](https://help.crowcanyon.com/article/225/) - Applies To: SharePoint Online and On-premises Description Many NITRO Apps like Custom Actions, Reports, Print and Email Manager have feature to send a mail with required content like the report chart, mail template etc.. These apps put the email content in a list and then Workflow Manager App is used to actually send the mail - [Validation on date column value relative to today's date](https://help.crowcanyon.com/article/484/) - Applies to: SharePoint Online and SharePoint On-Premises Description NITRO Forms allow configuration of validations on form data. This can be based on data format (like email, phone etc.), length of entered data, specific values etc. Also, validations can be conditional based on data in other columns and even based on membership of logged-in user. In - [Auto-fill logged in user in NITRO Forms on a column value change](https://help.crowcanyon.com/article/483/) - Applies To: SharePoint Online and SharePoint On-Premises Description NITRO Forms has a feature to auto-fill logged in user information in the columns on the form. For example, we can auto-fill the user's name, email, department etc. when submitting a request. In some scenarios, there is a requirement to fill the logged-in user in a "Person or Group" - [Include logged-in user details in mails sent from Crow Canyon Email Manager](https://help.crowcanyon.com/article/486/) - Applies to: SharePoint Online and SharePoint On-Premises Description Email Manager component of NITRO is used to send emails from within the SharePoint. It provides mail template feature so that emails can be quickly composed with details of the list item for which email is being sent. It is also possible to include details of the - [How to configure a report to see average ticket assignment time in hours?](https://help.crowcanyon.com/article/269/) - Report on average ticket assignment time Applies to: SharePoint Online Requirement: Configure a report to see average ticket assignment time in hours. 1. Create a column "FirstAssignmentDate" (Date-Time type) in Tickets list to capture the first assignment time. 2. Configure a workflow like shown below to capture FirstAssignmentDate of the ticket. Go to Application Administration - [Requester approval for resolved Ticket and auto close ticket if requester does not respond](https://help.crowcanyon.com/article/364/) - Applies to: SharePoint Online and SharePoint On-Premises Requirement Description: Send the resolution for requester approval before closing the ticket. Generally Assigned Staff is allowed to close the ticket directly, however, it is possible to configure such that resolution is sent to requester so requester can close the ticket from portal and/or can add comments and - [Generate a custom unique ID for SharePoint list items](https://help.crowcanyon.com/article/477/) - Applies to: SharePoint Online and On-Premises Description SharePoint generates a unique ID for each list item. This Id is numeric that is incremented for each new item. For many business scenarios, it is required to have an alpha-numeric Id. For example, for a Purchase Order it could be PO--. Here the Id contains a fixed - [Integrate Crow Canyon Contracts Application with Purchase Request System](https://help.crowcanyon.com/article/432/) - Applies to: SharePoint Online Description Crow Canyon Purchase Request is a flexible application that can be used to purchase different category of items like General parts and items, Hardware Assets, Software and Services etc. It can be used to purchase Contracts as well by adding corresponding purchase category and associated approval process. If you are - [Office 365 Service Request: SLA to send reminder to staff before due date based on priority of Ticket](https://help.crowcanyon.com/article/145/) - Send a remainder to Assigned Staff 1 hour before Due date of the ticket Applies to: SharePoint Online Description: This workflow is to send a reminder email to Assigned Staff, an hour before the due date of the ticket. Detailed Steps: Note: To know how to configure Due Date, refer - https://help.crowcanyon.com/article/149 Configure workflow - [Different use cases of Groups in Crow Canyon Service Request (IT Helpdesk/Request Management/Facilities) Application and NITRO Components](https://help.crowcanyon.com/article/473/) - Applies To SharePoint On-Premises Description This article describes the usage of groups in our Crow Canyon Service Request Applications and other NITRO Components. Crow Canyon Service Request Application S.No Use Case List Column Support 1 Auto Notification to Assigned Team on Assigned Team/Assigned Staff change in Ticket Tickets Assigned Team Assigned Team column allows - [How to configure Service Catalog Page in Portal?](https://help.crowcanyon.com/article/226/) - Applies To SharePoint On-Premises and Online Description The Service Catalog provides a way to list the services that a group or department, such as IT, provides. It includes descriptions of how to access the services, system requirements, availability, etc. This article describes the steps to configure Service Catalog in Portal site. Summary of steps Configure - [How to import Contracts in Crow Canyon Contract Management application?](https://help.crowcanyon.com/article/471/) - Applies to: SharePoint Online and On-Premises Description This article describes how to import Contracts from an Excel Sheet to Contracts list in Contract Management application. This is useful if you have data of existing Contracts in an Excel and want to have it in the application. Prerequisites Before importing the Contracts data, SharePoint list schema should have - [Show KB articles as hyperlinks in the Portal Forms](https://help.crowcanyon.com/article/468/) - Applies to: SharePoint online and On-Premises Description In Crow Canyon Service Request application, "Related KB Articles" is a multi-lookup column in Tickets list. In portal forms lookup columns are not hyperlinked and so users cannot open them to see the details. Hyperlinks are removed as by default these will refer to backend site links and - [How to calculate date value dynamically based on other column value changes in the NITRO form?](https://help.crowcanyon.com/article/469/) - Applies to: SharePoint online and On-Premises Description This article describes the steps to configure Form Event Actions in NITRO Forms to calculate the "End Time" date and time column value dynamically based on the "Start Time" and "Duration Hours" column changes on the form. Detailed Instructions This article assumes that "End Time", "Start Time" and "Duration - [Configure Portal Security settings for user redirection](https://help.crowcanyon.com/article/248/) - Applies To: Both SharePoint On-Premises and SharePoint Online Description: This article describes different possible security settings in Portal that redirects certain users automatically to home page of Portal. This article also describes steps to configure different page as the default redirection page instead of home page of the portal. How to configure security settings for - [Troubleshoot Archival functionality issues](https://help.crowcanyon.com/article/277/) - Applies To SharePoint On-premises Description Our archival feature is part of the "Crow Canyon Timer Jobs" solution and it verifies the Tickets that are closed "x" days before based on the "Archival Settings" utility and archive the Tickets along with associated items like Email History, Associated Tasks, etc. Pre-Requisites SharePoint Timer service should be in - [Control access to Tickets in Crow Canyon applications (IT, Facilities and Requests Management)](https://help.crowcanyon.com/article/402/) - Applies To SharePoint Online and SharePoint On-Premises Description This article describes the steps to configure item level permissions using Crow Canton NITRO Workflows such that Tickets created for a particular Category will be visible to particular SharePoint user(s) or SharePoint group(s). This can be done based on some other parameter instead of Category and also - [Item attachments handling in Crow Canyon NITRO Forms and Power Portal (SharePoint On-premises 2013 and 2016)](https://help.crowcanyon.com/article/328/) - Attachments feature details for Crow Canyon NITRO Forms and Power Portal for SharePoint On-premises Introduction Crow Canyon NITRO Forms and Power Portal provide attachment functionality for list items similar to standard SharePoint forms. Please note below details regarding item versions and item create/update event firing with regard to adding attachments at the time of creating/updating - [Email flow in Crow Canyon SharePoint Online Helpdesk application](https://help.crowcanyon.com/article/396/) - Applies to: SharePoint Online Description This article describes incoming and outgoing email flow in Crow Canyon helpdesk applications. Email flow in crow canyon application involves Email to Ticket Conversion Outgoing Emails using Crow Canyon Email Incoming Email capture (linking email to an existing ticket) Detailed information 1. Email To Ticket Conversion Crow Canyon Email to - [How to configure dynamic permissions for columns in NITRO Forms](https://help.crowcanyon.com/article/463/) - Applies To SharePoint Online and SharePoint On-Premises Description NITRO Forms provide a lot of features to easily configure dynamic forms as per business requirements. Often, we need to show/hide columns based on the value selected in other column(s). We can use Column Permissions feature to implement this quickly without any code. In this article, we - [How to create bulk items in SharePoint list](https://help.crowcanyon.com/article/451/) - Applies To SharePoint Online and SharePoint On-Premises Description In Crow Canyon Service Request application, 'Case Id' of the Ticket is same as the SharePoint auto-generated list item Id. For any list, SharePoint generates the item id automatically starting from "1" and then incrementing it for every new item. This same value is copied in the - [NITRO Custom Action configurations for two level approval process](https://help.crowcanyon.com/article/459/) - Applies To: SharePoint Online and SharePoint On-premises Please refer main article on Two-level Approval Functionality for the detailed description and other configurations. This article describes the custom actions configurations required for approval process described in that article. And ensure that the required list schema is created before configuring these custom actions. Tickets list Submit for Approval Configure Variable - [NITRO Workflow configurations for two level approval process](https://help.crowcanyon.com/article/460/) - Applies To: SharePoint Online and SharePoint On-premises Please refer main article on Two-level Approval Functionality for the detailed description and other configurations. This article describes the workflow configurations required for approval process described in that article. And ensure that the required list schema is created before configuring these custom actions. Workflow 1: Notify approver on task creation Create a - [Calculate total time spent on Tickets and show it as percentage of estimated time](https://help.crowcanyon.com/article/461/) - Applies to: SharePoint Online and On-Premises Description In Crow Canyon IT helpdesk application, there is a Time Tracking list where staff can add entries to capture the time spent on a Ticket for different activities done to resolve that Ticket. Total time spent on the Ticket is the sum of time values entered in these - [How to show Form elements dynamically on NITRO Forms based on certain conditions](https://help.crowcanyon.com/article/456/) - Applies To SharePoint Online and SharePoint On-Premises Description This article describes the steps to show images/text/hyperlinks in the NITRO Forms depending on certain criteria. As an example, this can be used to show specific instructions on the form depending on column values selected on the form. In this article, we have taken the example scenario - [Configure Workflow to delete old items from Send Mails list](https://help.crowcanyon.com/article/223/) - Send Mails list in Crow Canyon application is used to support outgoing emails. Crow Canyon Product App and Advanced Email Apps create items in "Send Mails" list with recipient, subject, body and attachments information, and Workflow Manager app sends email for them. Once the email sent then this Send Mails list items become depricated and - [Troubleshooting Recurrence feature in SharePoint On-Premises](https://help.crowcanyon.com/article/455/) - Applies To SharePoint On-Premises Description This article lists the common issues and fixes that occur in Crow Canyon Recurrence feature Pre-Requisites for troubleshooting - SharePoint Timer Service (Services.msc) should be in “Running” state. - Open SharePoint Central Administration --> Monitoring --> Timer Jobs --> Review Timer Job Definitions --> Check if Crow Canyon Recurrence feature - [How to Parse Email Body to Announcement list fields](https://help.crowcanyon.com/article/454/) - Applies To: SharePoint Online Description Crow Canyon Email Sync App is used to sync an Exchange Mailbox to an announcement list in O365. We can map the title, body, sender and importance etc. of the email to columns in the announcement list. Please refer Email Sync App manual for more details. In addition to these standard - [Select and complete one or more sub-tasks of a parent task](https://help.crowcanyon.com/article/452/) - Applies to: SharePoint online and On-Premises Description Lookup columns are used frequently to relate items in one list with other. Most common scenario is when a single selection lookup is created in one list to associated one or more items of that list to an item of the list used in the lookup column. For - [How to convert the Crow Canyon NITRO Trial license to Subscription/Enterprise license?](https://help.crowcanyon.com/article/385/) - Applies to: SharePoint Online and SharePoint On-Premises Description: This article describes the process to convert the trial license to Subscription/Enterprise license. When we install the NITRO Studio initially it comes with default 30 days trial license. Contact Crow Canyon Software (sales@crowcanyon.com) to get the subscription/enterprise license and more details about license validity and other details. - [How to convert the Crow Canyon Power Portal Trial license to Subscription/Enterprise license?](https://help.crowcanyon.com/article/386/) - Applies to: SharePoint Online and SharePoint On-Premises Description: This article describes the process to convert the Power Portal site trial license to Subscription/Enterprise license. When we install the Power Portal initially it comes with default 30 days trial license. Contact Crow Canyon Software (sales@crowcanyon.com) to get the subscription/enterprise license and more details about license validity - [Functionality of multiple forms on same SharePoint list in Crow Canyon NITRO Forms and Portal](https://help.crowcanyon.com/article/374/) - Applies to: SharePoint online and On-Premises Description Every SharePoint list has three forms: New, Edit and Display. These are used to create a new item in list, edit an existing item and see the details of an existing item respectively. In NITRO terminology a combination of these three is called a 'Form'. NITRO allows multiple - [How to configure simple archival functionality using Crow Canyon NITRO Workflow](https://help.crowcanyon.com/article/430/) - Applies to: SharePoint Online Note: If you are using SharePoint On-Premises then please refer this article for archival functionality. Description Archival is the process of moving old or inactive list items from the 'main / live' list to the corresponding archive list. The archive list has similar columns as the main list and archiving is done - [Auto-assign Tickets based on selected Category, Issue Type and Requester location](https://help.crowcanyon.com/article/449/) - Applies to: SharePoint Online and On-Premises Description Crow Canyon Service Request application has auto-assignment feature that works based on Category and Issue Type of the Ticket. Sometimes, we may want to use a different criteria for auto-assignment. For example, for the same Category and Issue Type different staff need to be assigned based on the requester’s - [Permissions required for NITRO Apps](https://help.crowcanyon.com/article/450/) - Applies to: SharePoint Online and On-Premises Description This article describes the minimum permissions required for the administrators and the end users for the Crow Canyon NITRO apps. Admin users who can configure the functionality using Crow Canyon NITRO apps in the site and the end users who can use the system. Please note that NITRO - [Troublingshooting steps for NITRO Modern UI](https://help.crowcanyon.com/article/438/) - Applies to: SharePoint Online Description Crow Canyon NITRO platform provides full functionality in both Classic and Modern UI of SharePoint. This article describes the solutions to common issues in NITRO functionality on Modern UI. Symptom 1 In SharePoint Modern list view web parts, ribbon shows long coded text for NITRO custom actions: Cause: SharePoint does - [Incoming and Outgoing emails configuration in Crow Canyon Application](https://help.crowcanyon.com/article/322/) - Incoming and Outgoing Emails Prerequisites and Troubleshooting steps Applies to: SharePoint On-Premises Description: This article describes functionality of Incoming and Outgoing emails in our Crow Canyon Application. 1. Incoming Emails When user sends an email to the helpdesk email address which is configured in Email Tickets list, our product workflows will create an item - [How to build a report to see the average number of days tickets are open?](https://help.crowcanyon.com/article/268/) - Report on average number of days tickets are open Requirement: Create a report to see the average number of days tickets are open. 1. Create a calculated column "Days Open" (number type) in Tickets list with formula: =IF(ISERROR(DATEDIF(Created,[Closed Date],"d")),"0",DATEDIF(Created,[Closed Date],"d")) 2. Create a report like below using the average function on "Days Open" calculated column - [How to configure external email address as “From Address” in the Notifications Utilities?](https://help.crowcanyon.com/article/308/) - Applies to: SharePoint On-Premises and SharePoint Online Description: Crow Canyon service request application standard auto notifications takes the from address from standard notifications utilities and will send mails to recipients. As part of the standard installation configurations, from address in different environments are configured as described below: On-premises: The notifications utilities takes the “from address” - [SLA workflows to notify users for Overdue tickets](https://help.crowcanyon.com/article/288/) - Applies to: SharePoint Online Pre-requisites: Create Assign Due Time, First Response Due Time, Work Started, Overdue columns as described in https://help.crowcanyon.com/article/286 Workflow1: Notify Manager when ticket is still unassigned after Assignment due time. - Configure a timer workflow based on "Assigned Due Time" like shown below. - Configure a send mail action like below to - [Show time taken to close the Ticket (from time it is created to closed) in Crow Canyon applications](https://help.crowcanyon.com/article/441/) - Applies To: SharePoint On-premises and SharePoint Online Description This article describes the procedure to get the age of the ticket, that is, time taken to close the ticket. This is the difference in two time values captured on the Ticket: “Created” date and the “Closed Date”. We can use SharePoint Calculated Column to get the difference - [How to address “Chrome detected unusual code on this page and blocker it to protect your personal information” error in Google Chrome browser when modifying web part pages?](https://help.crowcanyon.com/article/393/) - Applies To: SharePoint Online Description/Symptom: To manage the content like list views, reports, tiles and dials etc. in the workspace pages, we generally edit the page and edit the required web part in the browser. Google Chrome browser may throw exception “Chrome detected unusual code on this page and blocker it to protect your personal - [Keyboard based navigation (AODA Compliance feature) in Crow Canyon Portal site](https://help.crowcanyon.com/article/436/) - Applies To SharePoint On-Premises and SharePoint Online Description Crow Canyon portal site follows the AODA (Accessibility for Ontarians with Disabilities Act) Compliance feature. For example, in Home page when user presses the keyboard “Tab” button, control focus starts from the first actionable/clickable area i.e. site logo (#1 in the screenshot below). After that on every - [Configure a monthly count report on specific type(s) of list items](https://help.crowcanyon.com/article/440/) - Applies To: SharePoint Online Description: This articles describes the configurations for a report that shows monthly count of items of a specific type. In this example, we will take “Tickets created by Month” for Ticket of “Software” category. This article assumes the below list Schema: There is a list “Tickets” and it has a lookup column - [How to Upgrade Forms Manager Forms to NITRO Forms in On Premises](https://help.crowcanyon.com/article/383/) - Applies To: SharePoint On-Premises Description: This article describes the process for upgrading the Crow Canyon Forms Manger forms to NITRO Forms in our application. Summary of Steps: Install/upgrade latest solutions in the SharePoint Server and activate new features Configure NITRO Forms Configure Custom Actions as a replacement for Batch Ticket Editor Portal Ticket URL in - [Configuring permissions for List Views in Crow Canyon](https://help.crowcanyon.com/article/428/) - Applies to: SharePoint On-Premises and Online Description It is not directly possible to configure permissions for the SharePoint list views in Out of the box SharePoint. This article describes the alternative solutions. Alternative Solutions: Option 1: Create a web part page (workspace). Add a list view web part to the page. Configure the view filter - [How to configure approve via email feature using NITRO Workflow Manager](https://help.crowcanyon.com/article/380/) - Applies To: SharePoint Online Description: In general Crow Canyon approver feature creates a task for approver and notifies with the link to edit form of the task so that Approver can set the decision and complete the approver task. If the approval feature is configured using Crow Canyon Advanced Approval App, then this article does - [How to apply color coding for tickets based on email communication (incoming/outgoing emails) for a ticket](https://help.crowcanyon.com/article/435/) - Applies To: SharePoint Online Description: Crow Canyon IT/Facilities/Requests Management applications have email capture feature that allows technicians to send mail to requester directly from the ticket form and if requester reply back then it links that email to ticket. Both the outgoing email by technician and incoming email from requester are captured in the system. - [How to add images in Print templates of Crow Canyon Print Manager app?](https://help.crowcanyon.com/article/255/) - Applies to: SharePoint online Description Crow Canyon Print Manager provides rich text editor to configure print templates so we can insert images using html image tag, however, if we user "Send Email" function/button directly send the content with html image tag so image may not appears if user does not have permissions to read image - [How to Change Case ID syntax in our Crow Canyon Application](https://help.crowcanyon.com/article/406/) - Applies To: SharePoint Online Description: Case Id is default syntax and can be changed as required. In this article we will take example of changing "Case Id" to "Work Order Id" in our Crow Canyon Application. This requires changes to the notification utilities, any mail templates configured in send mail actions of Workflow manager or - [Troubleshooting Steps For Crow Canyon Data Sync Service](https://help.crowcanyon.com/article/400/) - This article lists the fixes for common issues in Crow Canyon Data Sync Tool Crow Canyon Data Sync Service Stopping immediately Items from Database do not sync to the SharePoint list Issue Symptom 1: Exception occured while running the Sync Process. Erro Details: Login failed for the user the user 'User Account'. Cause: SQL authentication - [Troubleshooting issues related to Crow Canyon Advanced Approvals App](https://help.crowcanyon.com/article/433/) - Applies To: SharePoint Online Description: This article describes the common issues and fixes related to Crow Canyon Advanced Approvals App. Expected Behavior: If we configure approval setting to read approver from lookup item and if the approver value is blank in the selected lookup item then “Approval Status” sets to “Approved” and sends the approved - [Crow Canyon Manuals and Support Info](https://help.crowcanyon.com/article/crow-canyon-manuals-and-support-info/) - Crow Canyon’s SharePoint applications are sold with a year of Annual Support. This Annual SharePoint Applications Support is renewed each year at 20% of the license fees ($599 minimum). Multi-year discounts can apply, contact us for details. The Annual Support includes the following: All maintenance releases and bug fixes Unlimited technical support by email Phone - [Configure Main Category on top of Category and Issue Types in Crow Canyon application](https://help.crowcanyon.com/article/171/) - Applies to: SharePoint Online Description This article describes the steps to configure three level cascading feature in Tickets list. Summary of Steps Configure List Schema Configure lookup settings in NITRO forms Configure Cascaded Lookup settings in Issue Type list Detailed Instructions 1. Configure List Schema 1. Create “Main Category” list. Go to Site contents -->Add an - [How to include all Work Log Comments in Notification on Ticket close mails?](https://help.crowcanyon.com/article/423/) - Applies To: SharePoint Online Description: In Crow Canyon IT/Facilities/Requests applications, there is a column "Work Log" which is version enabled so all the comments are stored in its own version along with user and time stamp. Out of the box Crow Canyon application's product app could include only the latest comment entered into this "Work - [How to improve NITRO Forms performance using its unique features](https://help.crowcanyon.com/article/426/) - Applies To: SharePoint Online and SharePoint On-Premises Description This article describes the features and related configurations in NITRO Forms that help to improve the forms performance, especially the loading time of New/Edit item forms. Please refer this article for other general performance configurations in Crow Canyon applications: https://help.crowcanyon.com/article/243/ First technique described uses the caching of - [Improve performance of the tickets list forms in Crow Canyon Service desk application](https://help.crowcanyon.com/article/243/) - Applies To: SharePoint Online and On-Premises To improve performance of the tickets list forms in Crow Canyon Service desk application, we can try below configurations: 1. Hide all the unused columns (columns which are not present in the tabs) from content types. To verify unused columns, go to Site Contents --> Tickets list --> List - [How to manage external user Information in Crow Canyon helpdesk application?](https://help.crowcanyon.com/article/421/) - Applies to: SharePoint Online and On-Premises Description Crow Canyon Help Desk product has a feature to auto-populate requester user information in the Ticket (e.g. Requester Email, Requester Phone, Requester Department etc. and more such attributes can be added easily for auto-population). Also, Requester field is auto-populated with logged in user when user opens the new - [How to configure Round-Robin selection using Crow Canyon NITRO Workflows?](https://help.crowcanyon.com/article/420/) - Applies to: SharePoint Online and On-Premises Description This article describes a way to implement round-robin selection using Crow Canyon NITRO Workflows. This articles takes the example of selecting a user from a group of users to whom Ticket should be assigned. You can use this concept to apply in other places where round-robin selection is - [How to configure the Change Request Approval Tasks in Change Request form?](https://help.crowcanyon.com/article/417/) - Applies to: SharePoint online and On-Premises Description In our standard application, Change Request Approval Tasks are not shown in the Change Request form. However, if we would like, we can show the Change Requests Approval Tasks in Change Requests form. This article describes the steps to configure Change Request Approval Tasks column in Change Request - [How to replace Crow Canyon Batch actions with Crow Canyon Custom Actions?](https://help.crowcanyon.com/article/419/) - Applies to: SharePoint On-Premises Description This article describes the steps to replace "Crow Canyon Batch Ticket Editor" hard coded actions with Crow Canyon Custom Actions (Configurable). Summary of Steps Deactivate the Crow Canyon Batch Ticket Editor feature Activate Crow Canyon Custom Actions feature Configure Custom Actions Self Assign Assign to Someone Close Detailed instructions Deactivate - [How to add Crow Canyon List search webpart to workspace page?](https://help.crowcanyon.com/article/263/) - Add list search web part Applies to: SharePoint On-premises Please refer this https://help.crowcanyon.com/article/271 article for more details on how to create and configure workspace page. Summary of steps: 1. Edit workspace page and add Crow Canyon List Search webpart to the page. 2. Edit list search webpart in the page and configure it. Detailed - [How to manage the List View Threhsold in SharePoint On-Premises?](https://help.crowcanyon.com/article/108/) - Applies To: SharePoint On Premises Issue with List View Threshold Limit: Description: By default the List View Threshold limit in SharePoint Central Administration is 5000 items. If the list is having more than 5000 items then it will exceeds the list view threshold limit and will show the "List View threshold error message" in views. - [Upgrading Crow Canyon Workflow Manager to Crow Canyon NITRO Workflows App](https://help.crowcanyon.com/article/345/) - Workflows Migration to NITRO Workflows app Applies to: SharePoint Online Description Crow Canyon Applications use the Workflow App for various business processes. There is an updated version of this App available now - Crow Canyon Nitro Workflow. New App has better UI, enhanced functionality and debugging capability and improved performance. Please refer https://www.crowcanyon.info/nitro/appmanual_v2/configuring-workflows.html to see - [Frequently asked questions in Contract Management application](https://help.crowcanyon.com/article/412/) - Applies to: SharePoint Online How to enable attachments in Contracts forms? In Crow Canyon Contracts Management application, we have turned off attachments by default in both Contracts and Contract External Documents list forms. To enable attachments in NITRO forms, please go to the required list’s “List Settings” -> Crow Canyon NITRO Forms -> Edit New/Display/Edit - [How to Configure Additional level approval process in Contract Management application?](https://help.crowcanyon.com/article/411/) - Applies to: SharePoint Online Description Crow Canyon standard Contracts application has two levels of approval process by default. This article describes the steps to configure third level approval process in Contract Management application. We can add any number of additional level by repeating the steps in this article. Summary of Steps Prepare the required list - [How to configure “Allow Fill-in choice” option in Crow Canyon NITRO forms?](https://help.crowcanyon.com/article/410/) - Applies to: SharePoint Online and On-Premises Description SharePoint choice column type has “Allow Fill-in choice” that allows entering custom values in addition to the configured choice options. Crow Canyon NITRO Forms does not support this setting in the current version. This article describes a workaround to achieve required behaviour. Summary of Steps Add “Other” option to - [How to make Contract ID as manual entry?](https://help.crowcanyon.com/article/408/) - Applies to: SharePoint Online Description In Crow Canyon standard Contracts Management application, Contract ID is auto generated as soon as a new Contract is created with the syntax Contract_Year_0000ID. This article describes the steps to stop auto generation of Contract ID and make it as a manual entry. Summary of Steps: Disable the auto generation - [Columns used in Out of the box features in Crow Canyon Assets Management application](https://help.crowcanyon.com/article/401/) - Applies to: SharePoint Online and On-Premises Description This article describes about the columns that are used in out of the box features in Crow Canyon Assets Management application. These columns can not be deleted from the Assets list but they can be renamed as required. Rest of the fields in the Assets list can be - [Configuration of SCCM Integration](https://help.crowcanyon.com/article/405/) - Applies to: SharePoint On-Premises and SharePoint Online Description Crow Canyon Data Sync windows service will be installed in one of the SharePoint on-premises servers. This service invokes a process in the regular intervals (configurable) and sync the data from SCCM database to SharePoint Assets list (one way sync). Pre-Requisites An SQL Account that has read - [Configuration of LAN Sweeper Integration](https://help.crowcanyon.com/article/404/) - Applies to: SharePoint On-Premises and SharePoint Online Description Crow Canyon Data Sync windows service will be installed in one of the SharePoint on-premises servers. This service invokes a process in the regular intervals (configurable) and sync the data from LAN Sweeper database to SharePoint Assets list (one way sync). Pre-Requisites An SQL Account that has - [How to add additional close button for default sharepoint form at the top](https://help.crowcanyon.com/article/407/) - Applies To: SharePoint On Premises Description: This article has the steps to configure additional close button for default SharePoint forms at the top right corner of the form. Detailed steps: Step 1: Please navigate to site contents --> required list --> list ribbon --> Form Web Parts --> Default Display Form (See sample screenshot below) - [How to Configure NLP based list search in Crow Canyon Search Web Part?](https://help.crowcanyon.com/article/399/) - Introduction This article describes the steps to follow to configure NLP based list search in Crow Canyon Search web part. Pre-requisites: 1.Crow Canyon SPFx app needs to be installed in the site 2. A modern page with "Knowledge Base Search List" web part. web part needs to be configured with required Web URL and List. - [Register license for Crow Canyon web parts](https://help.crowcanyon.com/article/162/) - Step to get service area details to generate license key: 1. Download license registration tools from CrowCanyon License Registration Tools 2. Run "Crow Canyon Identification Reader" tool as 'Run as Administrator' in SharePoint server. 3. Enter Service Area site Url and click on 'Get Identification' button to get required Service Area details (See below screenshot). - [Admin operations on different Crow Canyon On-Premises Solutions and features](https://help.crowcanyon.com/article/382/) - Applies to: SharePoint On-Premises Description: This article describes the list of different solutions used in our application(s) along with the instructions to add/deploy/upgrade/retract solutions and activate/deactivate features. Different possible Admin operations: How to Add and deploy crow canyon solutions in the SharePoint Server? https://help.crowcanyon.com/article/311/ How to activate or deactivate crow canyon farm features in our - [SharePoint Online: Tab Permissions Example - Show Tabs based on a field value](https://help.crowcanyon.com/article/168/) - Applies to: SharePoint Online and On-Premises Requirement Let us say, "Computer" tab in Assets list has to be shown only for the assets where "Computer" is selected in Asset Category. Tab Permission Configuration Go to Assets list -> List Settings -> Crow Canyon NITRO Forms -> Select the Compute tab and configure tab permissions as - [Crow Canyon O365 apps and feature description](https://help.crowcanyon.com/article/303/) - Overview of Crow Canyon Apps for SharePoint Online Applies to: SharePoint Online Please refer manuals for more details on each app. Here we have only given an overview of the functionality. NITRO 2.0 Apps: http://www.crowcanyon.info/nitro/appmanual_v2/ NITRO 1.0 Apps: https://www.crowcanyon.info/nitro/appmanual_v1/ S.No App Name Feature Description 1. Crow Canyon Common Utilities This is a common app that - [How to customize SharePoint list view filter conditions using SharePoint Designer?](https://help.crowcanyon.com/article/304/) - Design view filter using SharePoint Designer Applies to: SharePoint Online and On-Premises Description: It is difficult to configure grouping (Multiple AND & OR) in SharePoint list view filter conditions using SharePoint view settings UI. Also, SharePoint supports maximum of 10 columns to filter in the view. In order to overcome this limitation, the view filter - [How to configure mail template in Workflow Manager with Case Id syntax [CaseId: value]?](https://help.crowcanyon.com/article/306/) - Applies to: SharePoint Online and SharePoint On-Premises Description: If the Case Id syntax “[CaseId: value]” present in the mail subject, our application links that email to ticket instead of creating new duplicate ticket. In standard notification utilities we can directly include this syntax, but in Workflow Manager “[“and “]” characters are reserved ones so we - [How to configure Assets Preventive Maintenance using Crow Canyon NITRO Workflow Manager for O365](https://help.crowcanyon.com/article/309/) - Applies to: SharePoint Online (O365) Description: Recurring maintenance tasks and schedules can be set up to track repairs and routine service. Schema: "Asset Catalog" list that has "Maintenance Schedule" and "Template" lookup fields. By design, Assets list is linked to Asset Catalog and it has a column “Enable Maintenance”. If an Asset is maintenance enabled - [How to configure permissions to show/hide a Quick Tile in Portal site for a SharePoint Group](https://help.crowcanyon.com/article/395/) - Applies To: SharePoint Online and SharePoint On-Premises Description: By default, the portal quick links are visible for all the users. If we need to show particular quick link only to users present in a SharePoint group, we need to configure a script for the quick link to achieve this. Summary of Steps: Create the required - [How to configure email notification on status change using Crow Canyon Workflow Manager](https://help.crowcanyon.com/article/314/) - Email notification using Workflow Manager based on change in a column value Applies to: SharePoint On-Premises and O365 Description This article describes how to configure a workflow using Crow Canyon Workflow Manager to notify users whenever a field value is changed for a SharePoint list item. Images used are from Workflow Manager On-prem solution, but - [How to reopen a ticket if email comes for an existing closed ticket?](https://help.crowcanyon.com/article/317/) - Reopen closed ticket on incoming email Applies to: SharePoint Online and On-premises Description: Configure workflow using Crow Canyon Workflow Manager to reopen the ticket whenever an email comes for an existing closed ticket. Email subject needs to have the CaseId syntax to get this functionality to work. CaseId syntax: [CaseId: ID] Summary of Configurations: Configure - [Placeholders Syntax for different types of Mail Templates in Crow Canyon Application](https://help.crowcanyon.com/article/394/) - Applies to: SharePoint Online and On-premises Description This article describes syntax to use placeholders in different Mail Templates in Crow Canyon Application. Syntax in different places SharePoint Online 1. Standard Auto notifications (Notification on Ticket Creation/Assignment/Completion) Go to Application Administration -> Notifications -> Notification on Ticket Creation/ Assignment / Completion Syntax: Ex: - [Crow Canyon Onboarding Application Task Details](https://help.crowcanyon.com/article/391/) - Applies to: SharePoint Online Onboarding Application Task Details Task Type Task Creation Task Assignment Task Information Created At Credit Card Task Credit Card task is created if the requester who is submitting the onboarding requests checks “Credit Card Eligible?” in the request form Initially, task will be assigned for the Task Owners configured in - [Configure Survey from Portal in O365](https://help.crowcanyon.com/article/195/) - Steps to configure Survey from Portal: Crow Canyon Service Request provides a functionality to take feedback from requester on the service provided when the ticket is closed. Our Application has a list in the backend site "Service Satisfaction Survey" that captures the requester feedback information. In this article we use Employee Portal to configure Survey - [How to auto set category when Tickets gets created via Email?](https://help.crowcanyon.com/article/213/) - In our application, we support multiple email lists for a main "Tickets" list and there can be a reqiurement that based on the email list that recieves the email set default category in ticket. Note: To configure multiple Email Addresses in CrowCanyon Application please refer https://help.crowcanyon.com/article/215 If single Email Tickets list is being used, there - [How to configure Recurrence feature using Crow Canyon NITRO Workflows?](https://help.crowcanyon.com/article/350/) - How to configure Recurrence feature using Crow Canyon NITRO Workflows Applies to: SharePoint Online Description There are many business scenarios where SharePoint list items need to be created based on Daily, Monthly, Yearly basis or based on specific dates. This is used for cases like recurring maintenance tasks for Assets, renewing Contracts etc., - [Send mail with unassigned Tickets information for a particular category to a group of people daily](https://help.crowcanyon.com/article/365/) - Applies to: SharePoint On-premises Description: This article describes the configurations required to send mail to a SharePoint group of people daily with the unassigned tickets summary information for a particular category. Summary of Steps: Create an associated item column "Related Unassigned Tickets" in Category list Configure a workflow that sends mail to SharePoint group with - [How to update "Total Maintenance Cost" in Asset based on its related maintenance tasks sub total](https://help.crowcanyon.com/article/373/) - Applies To: SharePoint On Premises and SharePoint Online Description: In our Asset Management Module we have a field "Total Maintenance Cost" in "Assets" list. Also we have maintenance tasks that will be created periodically based on the scheduled preventive maintenance feature for the assets. This article describes how to update "Total Maintenance Cost" in Asset - [How to enable Email Integration in Crow Canyon NITRO applications?](https://help.crowcanyon.com/article/384/) - Applies to: SharePoint online Description Crow Canyon NITRO Studio has excellent functionality for integrating both incoming and outgoing emails for business scenarios. Items in the list having business data (for e.g. Contract, Purchase Order or Ticket etc.) can be enabled for emails and entire email functionality is directly available in SharePoint itself. ‘Crow Canyon Advanced Email’ - [How to create new item from an existing item in Portal?](https://help.crowcanyon.com/article/375/) - Applies to: SharePoint Online and On-Premises Description: This article describes about configurations to create new item from existing ticket in Portal site. Summary of Steps: Configure a custom action "Copy Item" with "Create Item" function in back end site. Configure portal form with "Create Item" action button and invoke the "Copy Item" custom action. Detailed - [Troubleshooting Crow Canyon Lansweeper Integration Web Part](https://help.crowcanyon.com/article/369/) - Applies To: SharePoint On Premises Error: Lansweeper integration stops working and Last Sync Date doesn't update. Assets will not be updated as per the configuration. Error appears in the lansweeper log file (LSIntegrationJobLog.txt) like below "[ERROR] CCSLSJob: Connection Failed!, Error Message: Login failed for user 'lansweeperuser'". Also we see the same error in the SharePoint UI - [How to configure and apply custom theme using Crow Canyon Branding?](https://help.crowcanyon.com/article/377/) - Applies to: SharePoint online and On-Premises Description: This article describes about how to configure custom themes and apply the same for the sites. By default Crow Canyon provides five different themes listed below. Crow Canyon Mustard Theme Crow Canyon Black Theme Crow Canyon Green Theme Crow Canyon Yellow Theme Crow Canyon Blue Theme To get - [SharePoint list item is not getting saved on clicking "Save" button](https://help.crowcanyon.com/article/367/) - Applies to: SharePoint Online and On-Premises Symptom: Unable to update or create new item. Nothing happened when we click "Save" button. Cause: If there are any required columns missing from the form, it does not allow saving the item. Resolution: In list settings, check if any columns are marked as 'Required' but are not added - [Work Log text is not getting saved in the ticket](https://help.crowcanyon.com/article/247/) - Issue: Text entered in Worklog column (Crow Canyon Discussion column) is not getting saved in the ticket. Issue Symptoms: - This issue happens only in I.E browser when text is entered in the discussion columns and "Save" button in the ribbon is used without clicking anywhere on the form. - This issue won't happen if - [Configure Crow Canyon Redirect Web Part](https://help.crowcanyon.com/article/166/) - Configure Crow Canyon Redirect Web Part Add and Configure Redirect Web Part in a Page 1. Edit any web part page/wiki page and add ‘Crow Canyon Redirect Web part’ as shown below Note: If ‘CrowCanyon’ folder is not visible then go to Root Site -> Site Settings -> Site Collection Features and Activate ‘Crow Canyon - [How to create Application Administration button in Crow Canyon service areas?](https://help.crowcanyon.com/article/169/) - Application Administration button · 1. Go to site contents of the site, "Administration" document library , copy the url of "Configure Lists" page. 2. Go to "Site Settings", Crow Canyon Branding. 3. Go to "General settings" section, Enable Application Administration link, enter 'Configure Lists' url (Url copied from Administration document library) in "Page - [Configurations on User Information List](https://help.crowcanyon.com/article/199/) - Configure permissions on User Information list Configurations on User Information List: 1. Go to Site Collection/Root site settings and open 'People and Group' under 'Users and Permissions' sections as shown (logged in user should be Site Collection administrator) 2. Under 'Settings' dropdown click on 'List Settings' as shown Set Permissions on List: 1. Under 'Permissions - [How to resolve Person or group field wrong entries in forms?](https://help.crowcanyon.com/article/216/) - Issue: Person or group field is showing incorrect value after saving the item. Ex: from the below image while creating a ticket "Assigned staff" is selected as "Prakash Arya" and after saving the item it is saved as some other value. Cause: Cache problem with Person or group field. Resolution: give person Email address i.e. - [Office 365 Service Request: Automatically create tasks for a Ticket based on Category and Issue Type (Ticket templates)](https://help.crowcanyon.com/article/139/) - Automate creation of Ticket tasks based on the type of Ticket (serial and parallel tasks) • Example1: A task has to be created automatically if a new ticket has been created with “Email” Category and “Spam” Issue Type. - Create a Workflow using CrowCanyon Workflow Manager app. - Create - [Create a report on closed tickets which exceeded Due Date](https://help.crowcanyon.com/article/159/) - Step-1 : Create a Calculated column in Tickets list with formula like below. Say Column name as ‘DueDateExceeded’ Formula: [Due Date]-[Closed Date] Step-2 : Create a view in tickets list with Conditions like below (say view name ‘DueDateExceeded view’) Step-3: Creation of Report Go to Report Center -> Manage Reports -> Create New - [How to configure Email functionality in Crow Canyon Print App (Share)?](https://help.crowcanyon.com/article/250/) - Instructions to configure Email functionality in Crow Canyon Print App:- 1. Please download the list template of CrowCanyonAppsEmails list from CrowCanyonAppsEmails 2. Add CrowCanyonAppsEmails.stp to the list template gallery of the site collection. (Go to Site Settings --> go to top level settings --> List templates (in Web Designer Galleries section) --> upload CrowCanyonAppsEmail.stp file. - [How to upgrade Crow Canyon Provider Hosted Apps (Email Sync, Nitro Workflows, Advanced Approvals)](https://help.crowcanyon.com/article/256/) - Applies to: Sharepoint Online. Description: All Crow Canyon provider hosted apps(Workflow Manger, Advanced Approvals, Email Sync) now have Site Collection level permissions, these apps should be installed in the root site preferably and there is no need to install in sub-sites. Steps provided below will guide you to move the apps to root site and - [How to bulk delete items from SharePoint list?](https://help.crowcanyon.com/article/338/) - Bulk delete Items from SharePoint list Applies to: SharePoint Online & On-premises Description: This article describes steps to delete items from Sharepoint list. If there are many items in list and you only want to keep some of them then based on the ID value items can be deleted. SharePoint Online Pre-requisites: 1. SharePoint Online - [Survey configuration in O365 Crow Canyon Service Area](https://help.crowcanyon.com/article/188/) - Survey Functionality: Survey is to know 'Requester' satisfaction/feedback on service provided after resolving their issue. In Crow Canyon Service Request, 'Requester' will receive a link to fill 'Survey' when a Ticket gets closed. Basic Survey Config from Portal Send Survey link to Requester after Ticket close BasicSurveyConfigurationFromPortal Conduct 'Survey' only on every - [Auto Redirect page configuration in O365](https://help.crowcanyon.com/article/196/) - 1.Add CrowCanyon Common Utilities app. Go to Site Contents -->Add an app --> CrowCanyon Common Utilities. 2.Open Crow Canyon Common Utilities --> Activate Auto Redirect feature. 3.Download file from Workspaces List Id_Redirect page ID 4.From the downloaded file replace Urls of Manager and Staff workspace page urls. Go to Site contents-->Workspaces -->Copy the url of - [SharePoint Online: Filter Assets based on the Requester of the Ticket](https://help.crowcanyon.com/article/192/) - Introduction In Crow Canyon Service Request product there is an Assets list. In this list IT assets can be maintained and in Tickets list there is a lookup to the Assets list. Assets list has 'Employee' field for the user to whom the asset is assigned. While creating the Ticket it is convenient to filter - [Basic settings for Ticket Satisfaction Survey - O365](https://help.crowcanyon.com/article/177/) - Basic settings for Ticket Satisfaction Survey: 'Requester' will receive a Survey link when a ticket is closed. Survey notification goes to the corresponding requester on every ticket close in this basic scenario. There are two different configurations that needs to be done 1. Add custom script to Survey list New Form 2. Configure Workflows using - [Configure Survey on O365 Crow Canyon Service Area](https://help.crowcanyon.com/article/172/) - Steps to configure Survey on backend site: This article assumes that your requirement is to use 'Rating Scale' field type in 'Survey' configuration. If not we recommend to configure 'Survey' functionality from portal by referring SurveyOnPortalSite Disable redirect settings in Portal site: Open 'Portal Settings' from Portal site and remove settings under 'Security Settings' (Ignore - [Configure Dialog Resize script - O365](https://help.crowcanyon.com/article/174/) - Steps to Configure Dialog Resize script on Tickets list in Crow Canyon Service Request site: 1. Download 'IncreaseModalDialog.txt' file from IncreaseModalDialog and upload it in to 'Site Assets' list. 2. Copy file URL and save for further usage 3. Open Tickets list from Site Contents and open 'Default New Form' under 'List' ribbon (Open site in - [How to configure Recurrence feature in SharePoint Online using Calendar list](https://help.crowcanyon.com/article/363/) - Applies To: SharePoint Online and On-premises Description There are many business scenarios where SharePoint list items need to be created based on Daily, Monthly, Yearly basis or based on specific dates. This is used for cases like recurring maintenance tasks for Assets, renewing Contracts etc. This functionality can be configured using Crow Canyon NITRO Workflows - [Modifying the 'Request Status' values for Service Request Tickets](https://help.crowcanyon.com/article/184/) - Applies to: SharePoint Online Description: Tickets list has a 'Request Status' field that indicates the current status of the Ticket. By default there are three values for this status: Unassigned: Ticket is not yet assigned to technician Assigned: Ticket is assigned and is being worked upon by technician Closed: Ticket has been closed after resolution - [How to create Managed Properties to use Property restrictions in SharePoint Search box](https://help.crowcanyon.com/article/360/) - Applies to: SharePoint Online and On-premises Description: SharePoint search supports the keyword query language and one of the features of this language is property restriction. To use the property restriction feature on a column, that column needs to be mapped to a Managed Property. This property should be Searchable, Queryable, and Retrievable. Use Case: In - [Portal search shows the results as DispForm.aspx](https://help.crowcanyon.com/article/340/) - How to eliminate DispForm.aspx in search results of the Portal Search Applies To: SharePoint Online and SharePoint On-Premises Issue: Portal search results shown as DispForm.aspx in the results. See sample screenshot below: Generally, in SharePoint search results, the value present in the Title field will be shown as search results in our Crow Canyon Employee - [How to update portal page links after upgrading to new designer based forms](https://help.crowcanyon.com/article/346/) - Update portal forms and page links for email templates etc. Applies to: SharePoint Online and On-premises Description Crow Canyon Power Portal is getting a major update with new functionality. Portal forms can now be designed with a WYSIWYG editor and have more features. These forms can be opened in a pop-up and major feature of - [Attachments not getting added to the item from the Portal forms - Save Conflict error](https://help.crowcanyon.com/article/339/) - Add delay in execution of workflows to eliminate save conflict with portal attachments Applies To: SharePoint Online and SharePoint On Premises Issue: Attachments are not getting added to the item from the portal forms - Save Conflict Error message in the Portal: Error: NotFoundError: A requested file or directory could not be found at the - [Crow Canyon Advanced Email and other custom action buttons are not shown in Items ribbon of SharePoint](https://help.crowcanyon.com/article/336/) - Advanced Email and other Crow Canyon action buttons are not shown in the item ribbon for list view web parts added to pages Applies To: SharePoint On-premises and SharePoint Online Issue: Crow Canyon Advanced Email option is not shown for the list view webparts even though the feature is activated for the site. This will - [Request Status usage in SharePoint On-Premises V3.7](https://help.crowcanyon.com/article/307/) - Applies to: SharePoint On-Premises V3.7 Description: Tickets list has a “Request Status” field that indicates the current status of the ticket. By default, there are four values for this status: -Not Started Ticket is created but not assigned to any technician/assigned staff In Progress When the ticket is assigned a technician/assigned staff, product - [How to configure the Portal Forms to open in Dialog Form?](https://help.crowcanyon.com/article/352/) - How to Open Portal forms in Dialog mode Appies To: SharePoint Onine and SharePoint On Premises 1. How to open the menu bar links in dialogue box mode? Please go to Portal Settings --> Common UI Settings --> Menu Section --> edit the link and select the Popup Dialog for the desired links and save. - [How to send mail from a SharePoint list item with one click](https://help.crowcanyon.com/article/347/) - Send a predefined email with required format and placeholders with a single click from the list item Applies to: SharePoint Online and On-Premises Description: This article desciribes about how to send an email from a SharePoint list with one click. This can be done with Crow Canyon Workflow Manager and Custom Actions solutions. Note: For - [Installation steps for clean install of SharePoint solutions for Crow Canyon HelpDesk Application](https://help.crowcanyon.com/article/312/) - Clean installation steps for CCSSR Workflows solution Applies to: SharePoint On-Premises Description: This article describes steps to do clean install CCS SR Workflows solution. Summary (detailed steps are given below this summary): 1. Remove Workflows instances from below lists: Tickets list Email Tickets list Approver Tasks list Change Requests (Applicable only for IT Premium) Change - [How to configure a report to see the Average Elapsed Hours by Priority?](https://help.crowcanyon.com/article/318/) - Report Average Elapsed hours by Priority Applies to: SharePoint On-Premesis Requirement: Configure a report to see the Average Elapsed Hours by Priority. 1. Configure a report like shown below Sample report preview: - [Problems functionality in Crow Canyon Application](https://help.crowcanyon.com/article/321/) - Problems functionality and linking Problems and Tickets Applies to: SharePoint On-premises Product Version: Crow Canyon Service Request V3.7 - IT Premium. Please note that this feature is not available in Professional version of the Product. Description: This article describes about the Problems functionality in Crow Canyon Application. Problems can be created from existing Tickets. Problems - [A list column is not visible in the forms](https://help.crowcanyon.com/article/330/) - SharePoint column is not visible in forms Applies to: SharePoint Online and On-Premises Issue: SharePoint list column is not visible in the forms. Crow Canyon has several solutions that enhance the experience of SharePoint list forms. This issue could be in any of these products: 1. Default SharePoint forms (Case 2.2 below) 2. Crow Canyon - [How to remove additional line spaces when you hit enter in Rich text field in SharePoint](https://help.crowcanyon.com/article/333/) - Line spacing options in SharePoint multi-line text columns (rich text) Applies To: SharePoint Online and SharePoint OnPremises Issue: If you are typing in a rich text field in SharePoint form, when we hit enter, it adds an additional line space. If we copy multiple lines of text from a text editor like notepad, it looks - [Update Solved Date automatically after modifying ticket status as Solved](https://help.crowcanyon.com/article/289/) - (Applies to: SharePoint Online) Description: Update "Solved Date" date column in ticket automatically after modifying ticket status as Solved. Pre-requisites: Create a new date column "Solved Date" in the tickets list and add new status choice value "Solved" in "Request Status" column. Steps to configure workflow: 1. Configure a workflow on tickets list item modified - [Remove event receivers in a SharePoint list](https://help.crowcanyon.com/article/293/) - (Applies to: SharePoint On-Premises) How to remove event receivers in a SharePoint list? Event receiver instances on a SharePoint list can be removed by either of the methods mentioned below. #1. Using PowerShell:- - Below is the Powershell script to get the list of all event receivers present on a list. Add-PSSnapin Microsoft.SharePoint.PowerShell –erroraction SilentlyContinue - [How to export items of a Survey list to excel along with Created, Modified Date columns?](https://help.crowcanyon.com/article/295/) - Applies to: SharePoint On-Premises and SharePoint Online Description: In general, Export to Excel feature in SharePoint survey lists can export only the columns from "Overview.aspx" view. It can't export columns like"Created", "Modified" or other columns from this list. We need to do the following steps in order to export the required/ missing fields that are - [Configure a timer workflow to remind users after 2 hours of a high priority ticket creation if the ticket is not closed](https://help.crowcanyon.com/article/296/) - Applies to: SharePoint On-Premises Requirement: Configure a timer workflow to remind users after 2 hours of a high priority ticket creation if the ticket is not closed. Steps:- 1. Go to Crow Canyon Workflow Manager. 2. Click on "New Workflow" and create a timer workflow based on Created Date with conditions ("Request Status" not equal - [Configure Approver functionality using NITRO Workflow Manager](https://help.crowcanyon.com/article/299/) - Applies To: SharePoint Online and SharePoint On-premises Description: In this article, we are configuring the Change Request approval scenario using NITRO Workflow Manager. When a change request is created with a certain change type (lookup column), it sends to the corresponding approver based on the configuration in change type lookup item. A task will be - [Incoming emails are not converted as tickets or not linked as they supposed to be](https://help.crowcanyon.com/article/281/) - Process Email Tickets when threshold error occurs Applies to: Sharepoint Online Description: For incoming email to ticket conversion feature, Crow Canyon Email Sync App is used to capture the emails from the configured mailbox and it creates an item in "Email Tickets" list in our application. On every item creation, event will be fired and - [Auto set Due Date based on the ticket Issue Type](https://help.crowcanyon.com/article/282/) - (Applies to: SharePoint Online) Pre-requesites: - Create a single line of text column “Time Span” in Issue Type list and configure it for the Issue Types in DD:HH:MM:SS format. For example, if Due Date should be auto set as "4 Days 3 Hours 32 Minutes" after ticket creation, configure "Time Span" in Issue type as - [How to increase maxJsonLength property to its maximum value for a SharePoint Web application?](https://help.crowcanyon.com/article/283/) - Applies to: SharePoint On-Premises Question:- How to increase maxJsonLength property to its maximum value for a SharePoint Web application? Steps:- - Go to "C:\inetpub\wwwroot\wss\VirtualDirectories" folder in the SharePoint server. - Open corresponding folder of the web application for which this property should be modified. - Edit web.config file and update value of maxJsonLength property to - [How to Configure Recurrence feature functionality in Helpdesk using Workflow Manager App?](https://help.crowcanyon.com/article/285/) - Create recurring list items with required schedule and data using Crow Canyon Workflow Manager Applies to: SharePoint Online and On-prem Description There are many business scenarios where SharePoint list items need to be created based on Daily, Weekly, Monthly, Yearly basis or based on specific dates. This is used for cases like recurring maintenance tasks - [How to build a report to see number of tickets created on week days/week ends?](https://help.crowcanyon.com/article/270/) - Report on weekdays Applies to: SharePoint Online Requirement: Build a report to see number of tickets created on Week days/Week ends. 1. Configure a report like shown below using "Day of Week" function on Date/Time columns: For more sample reports refer https://help.crowcanyon.com/article/239 - [How to create and configure a Workspace in Crow Canyon Application?](https://help.crowcanyon.com/article/271/) - Workspace page configuration Applies to: SharePoint On-premises and Online Procedure: Workspace: Workspace is an interactive access to libraries and lists. In crow canyon application there are different workspaces available like Staff workspace and Manager dashboard pages. For more details about Manager Workspace and Staff Workspace refer http://www.crowcanyon.info/sharepoint-manuals-37/index.html Overall process is to create a web part - [Column Placeholder values is empty in ticket auto notifications](https://help.crowcanyon.com/article/274/) - Applies to: SharePoint On-premises and Online Issue: Column Placeholder value is empty in ticket auto notifications. - Please make sure that the value is not empty in the tickets. - If the value is not empty in the ticket and it is showing empty in the auto notifications, there could be some possible hidden characters - [How to configure Internal Staff Knowledge Base Articles?](https://help.crowcanyon.com/article/279/) - Applies to On-Premises and Online Applies to: On-Premises and Online: Steps to create internal staff KB: 1. Create staff KB list using the existing Knowledge base list template as base. a) Go to Site contents --> Knowledge Base list --> List Settings --> Click “Save list as template”, enter File name, Template name and click “Ok” - [Populate Requester and its metadata in Ticket in Service Request application in On-Premises environment](https://help.crowcanyon.com/article/280/) - Requester Metadata Populatoin in Ticket new form - OnPremises Applies to: On-Premises In our application, requester and its metadata like Requester Email, Requester Phone and Requester Department etc. (up to 5 text fields) can be auto populated in Ticket new form with the current logged in user Information from Active Directory/ SharePoint User Information list - [How to add a report app in Workspace page?](https://help.crowcanyon.com/article/261/) - Add report to workspace page Applies to: SharePoint online Please refer this https://help.crowcanyon.com/article/271 article for more details on how to create and configure workspace page. Description: To show the charts representation of the data, we can add Crow Canyon reports app to a web part page. 1. Create a report using Crow Canyon Report app - [How to add a list view web part to a Workspace (Web Part page)?](https://help.crowcanyon.com/article/264/) - Add list view webapart to the page Applies to: SharePoint Online and On-premisis Description: To add any list view web part to a web part page, we have to open the page where we want to add web part, edit page, add the desired list to the page. Always default view of list will be - [How to build a report to show Open tickets vs Closed tickets by month?](https://help.crowcanyon.com/article/265/) - Report on Open tickets vs Closed tickets Applies to: SharePoint On-premises Description: Build a report to show the number of Open ticket vs Closed tickets by month 1. Create a calculated column "Open/Close" with formula like below: =IF(OR([Request Status]="Resolved",[Request Status]="Closed"),"Closed","Still Open") 2. If we are intended to show the report on filtered view like only - [How to Roundup a column "Elapsed hours" into blocks of 5?](https://help.crowcanyon.com/article/266/) - Report on elapsed hours Applies to: SharePoint On-premisis Requirement: Round up a column "Elapsed hours" into blocks of 5 and build a report based on it (Eg: 177 to 180, 53 to 55). - Create a calculated column with formula: =CEILING([Elapsed Hours],5) to round up value of the column to 5 and use this column - [How to build a report to show the tickets which are created in previous month but closed in current month?](https://help.crowcanyon.com/article/267/) - Report on Previous month tickets carry forwarded to current month Applies to: SharePoint On-premises and SharePoint Online. Requirement: To build a report to show the tickets which are created in previous month but closed in current month. Steps: 1. Create below calculated columns in the Tickets list. Title Formula Return type NextMonthFirstDay =DATE(YEAR(Created),MONTH(Created)+1,1) Date Only - [How to upgrade Crow Canyon apps in O365?](https://help.crowcanyon.com/article/249/) - Instructions for adding an app into App Catalog: 1. Log on to Office 365 Account 2. Click on the App Launcher Icon , available on the Top Left Corner of the Site. Click on Admin Tile Highlighted above. Note: The Admin tile appears only to Office 365 administrators. Clicking on the Tile will open - [How to configure column Permissions using Crow Canyon Forms Manager?](https://help.crowcanyon.com/article/251/) - In this article we have configured a column permission using Crow Canyon Forms Manager. Use Case: In Tickets list, hide "Closed Date" column in list forms dynamically when the "Request Status" is not equal to Closed. Configuration: Go to Application Administration --> Crow Canyon Apps --> Crow Canyon Forms Manager --> Select "Tickets" list -->Column - [Configure a workflow using Crow Canyon workflow manager to notify ticket requester on resolving a ticket](https://help.crowcanyon.com/article/253/) - Applies to: SharePoint OnPremise Helpdesk v3.0 and SharePoint Online Description: Default status options in standard v3.0 Helpdesk application are "Unassigned", "Assigned" and "Closed". If another status "Resolved" is needed, it can be added to the "Request Status" column as another possible option. Now, we would like capture the date when the ticket is resolved also - [How to configure a workflow to auto close a ticket after 2 days from its 'Resolved' status](https://help.crowcanyon.com/article/254/) - To auto close ticket based on the 'Resolved' status. Applies To: Sharepoint On-premises and Online Description: Once the ticket is resolved, someone have to close the ticket. If no one close the ticket after "x" number of days, we may want to close the ticket automatically. In this example, we configure a workflow to auto - [How to address missing tickets creation for incoming emails due to list view threshold limit?](https://help.crowcanyon.com/article/257/) - Indexing email tickets list columns where items treshold limit is exceeded Applies to: SharePoint Online Description: It is possible that sometimes email to ticket conversion fails as item create event might be missed. To address this our product maintenance service will periodically check and takes the necessary actions to get the tickets created. If the - [How to use Crow Canyon Product App to execute the functionality for the missing events on Email Tickets and Tickets list?](https://help.crowcanyon.com/article/258/) - Process missed Email to Ticket conversion manually using Product app Applies to: SharePoint Online Description: All different features like email to ticket conversion, auto-notifications, auto-assignment, case-id generation etc. are handled by Crow Canyon Product App. This app captures different events (Item Created, Item Updated) on Email Tickets and Tickets lists. It is rare but possible - [How to Create a Web Part Page page?](https://help.crowcanyon.com/article/259/) - Creation of workspace page Aplies to: SharePoint On-Premises and Online Process: Web Part page (Workspace) is intended to get cumulative information like list items, reports, assinged tasks, unassinged tasks at a single page. To create a web part page (Workspace), go to site contents --> Site Pages library, click on files menu in ribbon, and - [How to configure a report in Workspace pages?](https://help.crowcanyon.com/article/260/) - Report configuration in workspace page Applies to: SharePoint On-premisis Please refer this https://help.crowcanyon.com/article/271 article for more details on how to create and configure workspace page. Description: To show the charts representation of the data, we can add Calculated table webpart to a web part page. 1. Edit workspace page and add calculated table webpart - [How to notify certain users when a ticket is created using Crow Canyon Workflow Manager?](https://help.crowcanyon.com/article/241/) - 1. Go to Workflow Manager, create a workflow on Item creation event of tickets list like shown below. 2. a) Create a Send Mail action like below. b) Create a Mail Template like below: - ["Value does not fall with in the expected range" error in Crow Canyon Report Center app](https://help.crowcanyon.com/article/242/) - Issue: "Value does not fall with in the expected range" error message while creating a report. Cause: Lookup threshold limit in the list. In SharePoint online, the lookup threshold limit is 12. It allows us to create more lookup columns, however it doesn't allow to read information beyond 12 lookups through program. This error will - [How to fix unexpected errors when clicking on SharePoint "Date and Time" field?](https://help.crowcanyon.com/article/244/) - Applies to: Online and Onprem Symptom1: When we try opening the calendar control of "Date and Time" type column, it shows "The Web Page cannot be displayed" error instead of calendar control (Screenshot below). Cause: - Root site collection does not exist in the web application Resolution: Create root site collection for the web application - [How to auto assign a Ticket based on Sender email address?](https://help.crowcanyon.com/article/245/) - Applies to: SharePoint Online and On-premesis Requirement: Auto assign tickets (created via email) based on the sender email address. - Create a timer workflow on tickets list like below. a) a) Create an “Update Item” action like below: b) If sender’s email address is an external email address, configure “Additional Requester Email” column in - [Configure incoming email functionality for Problems and Change Requests Modules using Workflow Manager](https://help.crowcanyon.com/article/246/) - Applies to: SharePoint On-Premises Description: Configure incoming email functionality for Problems and Change Requests Modules using Workflow Manager. a. Creation of new Problems/CRs through email: When an email is sent to the configured e-mail address, a new Problem/CR should be created. b. Link emails to existing Problems/CRs: If the incoming emails contains CaseId syntax (e.g: - [How to configure Recurrence Feature in SP online helpdesk using Workflow Manager App?](https://help.crowcanyon.com/article/234/) - 1. Create a new list “Recurring Ticket Template” in helpdesk site like below. Fields in this list: 2. Go to CrowCanyon Workflow Manager app. Configure Recurrence Schedule workflows in Workflow manager app for Yearly, Monthly, Weekly, Daily recurrences: a) Create Yearly Recurrence Schedule Workflow like below: create an action (Create New Ticket) like below: - [How to setup Recurrence functionality in SharePoint online using Crow Canyon Workflow Manager App?](https://help.crowcanyon.com/article/236/) - 1. Create a new custom list "Recurring Ticket Template" in helpdesk site. 2. Create below required fields in this list. S.No Field Internal Name Field Display Name Field Type 1. Category Category Lookup to Category list 2. IssueType Issue Type Lookup to IssueType list 3. Description Description Multiline text 4. Requester Requester Person or group - [Examples for configuring Recurring Tickets (Weekly/Specific Date)](https://help.crowcanyon.com/article/237/) - Please make sure recurrence workflows are configured in the helpdesk application ( https://help.crowcanyon.com/article/236 ). Example for configuring a Weekly Recurring ticket:- Go to Recurring Ticket Template list and create a new item like below with Recurrence Type as Weekly and a Start Date. As per this configuration, a ticket will be created weekly starting from - [How to build complex reports in Crow Canyon Reports using SharePoint calculated columns?](https://help.crowcanyon.com/article/239/) - Configuration of complex reports in Crow Canyon Reports using SharePoint calculated columns: SharePoint Online: 1. Configure a report to see the average ticket assignment time in hours https://help.crowcanyon.com/article/269 2. Build a report to see the number of tickets created on Weekdays/Week ends https://help.crowcanyon.com/article/270 3. Build a report to see the average number of days tickets - [How to configure report on current week items?](https://help.crowcanyon.com/article/224/) - To create report on items created on current week follow below steps 1. Create two calculated column fields to get Start and End dates of a Week Column Name: Week Start Formula = Created - WEEKDAY(Created,3) Column Name: Week End Formula =[Week Start]+6 2. Create a Current Week Items view with the following condition to - [How to get SharePoint logs based on a Correlation ID?](https://help.crowcanyon.com/article/231/) - Steps to getSharePoint hive logs based on a Correlation ID:- 1. Copy the Correlation ID. 2. Log into the SharePoint Server, open SharePoint Management Shell (Run as Administrator) , run below command by replacing the correlation-id to get the logs. get-splogevent | ?{$_.Correlation -eq "d9bd029e-6ac7-f044-b404-a4148b719369"} | select Area, Category, Level, EventID, Message | Format-List > - [How to configure a conditional column validation in SharePoint Online?](https://help.crowcanyon.com/article/232/) - Conditional column validations Using Crow Canyon Forms Manager App, we can configure a conditional column validation in a SharePoint online site. Use Case: "Resolution Notes" field should be a required field while closing a ticket (Tickets list; Request Status = Closed). Go to Application Administration --> Crow Canyon Nitro Apps --> Crow Canyon Forms Manager - [How to configure 'User Information/Requester Properties' in portal pages?](https://help.crowcanyon.com/article/209/) - 1. To configure 'User Information' settings, open 'Portal settings' page, select page type as 'New Form Page' under 'Portal Pages' section. Edit an existing page and configure User Information settings under 'Auto-fill Form Columns' section as shown below. By using these three options we can configure auto-fill of 'User Information' settings 1. User Information - [Notify Assigned Staff for every Worklog update in Ticket](https://help.crowcanyon.com/article/214/) - Applies to: SharePoint Online Requirement: Notify Assigned Staff for every Worklog update in Ticket Description: Standard notifications in our product sends notifications when a ticket is created/assigned/re-assigned/closed. To send notifications for other scenarios, we can configrue workflow using Crow Canyon Workflow Manager app. Summary of Configurations: 1. Create a mail template on Tickets list with - [Crow Canyon On-premisis solutions description](https://help.crowcanyon.com/article/220/) - S.No Solution Name Deployment Scope Description Feature Scope 1 CrowCanyon.ColorKPI.wsp Global Color/Highlight SharePoint list items based on column values (complex conditions can be specified based on multiple column values) Show progress bar based on a column value Site 2 CrowCanyon.AdvancedAlerts.wsp Global Configure custom email notifications based on list item create/update events. Or based on - [User properties Update in SharePoint](https://help.crowcanyon.com/article/203/) - There are couple of ways to update the user properties manually in SharePoint 1. Go to any SharePoint list and click on the user from a Person/Group field. It will redirect to the SharePoint profile of the user. Edit the item and update the latest properties. 2. Remove the user from Site Collection and added - [Portal Form controls are not loading in I.E., how to resolve?](https://help.crowcanyon.com/article/208/) - This issue may happen because of "Default Document Mode" in IE browser. Note: Please make sure that you have latest portal in your SharePoint site. If you are in old version then upgrade to latest portal, please contact Sharepointsupport AT crowcanyon.com for latest portal solution. If the issue is still persists then it can be - [Configure Reports on Survey data in Tickets list](https://help.crowcanyon.com/article/190/) - Create Reports based on Survey data in Tickets List Note: Before Configuring Reports on Survey data make sure that you have already copied Survey data to Tickets list. If not please refer this article: CopySurveyDataBackToTicket Reports can be configured using standard SharePoint list views using Crow Canyon Report App. Sample Report1: Survey Feedback on Tickets - [Auto Populate Requester Properties dynamically when Requester is changed](https://help.crowcanyon.com/article/194/) - To auto populate Requester properties dynamically follow below procedure 1. Add "Crow Canyon Apps Common" app into the Site Contents. Note: If you do not see the "Crow Canyon Apps Common" app please contact Crow Canyon. 2. Open "Crow Canyon Apps Common" app and click on Update button. It will add some scripts files in - [Default User Profile Properties](https://help.crowcanyon.com/article/200/) - Details of default user profile properties Table of Default Profile properties: Displayname Name Value Section: Basic Information Id UserProfile_GUID SID SID Active Directory Id ADGuid Account name AccountName First name FirstName Phonetic First Name SPS-PhoneticFirstName Last name LastName Phonetic Last Name SPS-PhoneticLastName Name PreferredName Phonetic Display - [Configure Survey Analysis and Advanced Reports on Survey Data in O365](https://help.crowcanyon.com/article/187/) - This article assumes that you have already copied Survey data to Tickets list. If not please refer this article: CopySurveyDataBackToTicket Configure Advanced Survey Reports: There are 3 different configurations needed to implement the advanced Survey reports 1. List Schema Updates 2. Configure Workflows using Workflow Manager App 3. Create Reports using - [How to Copy Survey Data to Tickets in Survey functionality?](https://help.crowcanyon.com/article/189/) - Note: Before copying Survey data to Tickets list make sure you have already configured Survey functionality in your site. If not please configure Survey functionality based on your requirement by referring this article: SurveyFunctioanlityinSPOnline Steps to copy Survey data back to Ticket: There are 2 different configurations needed to implement to copy Survey data to - [Move Ticket to a different service area/site using Crow Canyon Workflow Manager](https://help.crowcanyon.com/article/170/) - Transfer Ticket to another Service Area using Workflow Manager It is a common scenario where customers have multiple service areas in one site collection and each of these service areas is for Tickets for a particular department. In this case sometimes a Ticket has to be transferred from one department to other. Using CrowCanyon Workflow - [Close Ticket while sending an Outgoing Email in SPOnline](https://help.crowcanyon.com/article/175/) - Steps to configure Close Action on Outgoing Email on Tickets list: 1. Open Tickets list from Site Contents and Click on 'Crow Canyon Email Settings' under 'List' ribbon 2. Configure 'Close Ticket' action in 'Crow Canyon Email Settings' by following these steps 3. Now while sending an Outgoing Email we can choose close - [Service Level Agreement (Response Due) using Workflow Manager - O365](https://help.crowcanyon.com/article/176/) - Introduction: This document will explain the procedure to configure Response Due functionality on Tickets using Workflow Manager App. Response Due is a field on the Ticket which will be auto set based on configuration. Ticket is to be responded in the given time otherwise an action (send mail, etc.) can be performed for that Ticket. - [Create a Report on Contracts expiring in 90 days by Asset Location](https://help.crowcanyon.com/article/161/) - Create a Report on Contracts expiring in 90 days by Asset Location. (Location is a choice field in Assets lookup list) 1. Create an additional lookup of Asset:Location field in the Contracts list. Go to list settings of Contracts list, edit “Assets” lookup, select Location checkbox and click ok. This will create an additional - [SharePoint Online: Report to show number of items created per Week by Staff](https://help.crowcanyon.com/article/163/) - Report shows number of tickets created in a week for one year. This article explains how to create a report to show number of items created in a Week by Staff. Please follow the below steps to configure this report using the Crow Canyon Report App Create a calculated column of type Text called "Week - [View to show total Time spent by Staff](https://help.crowcanyon.com/article/164/) - This article explains how to create a view to show total amount of Time spent by a Staff. Please follow the below steps to configure this view Create a calculated column of type Text called "Week Number" on 'Time Tracking' list Create Calculated column by refering - https://help.crowcanyon.com/article/163 Create View as shown below Open 'Time - [O365 Service Request: Workflow to update WorkLog comments when an Outgoing Email is sent](https://help.crowcanyon.com/article/152/) - Updates the 'work Log' of a ticket whenever an outgoing mail is sent from the corresponding email item. Configure a workflow in Workflow manager app like shown below on Item Created event of Email Tickets list. with Update Item action on Tickets list as below Field Mapping of Work Log Field is : $strcat(On behalf - [SharePoint Online: Report to show number of items by week number in a time period](https://help.crowcanyon.com/article/153/) - Introduction This article explains how to create a report to show number of items in a view of SharePoint list corresponding to week number of a date field in list. Please follow the below steps to configure this report using the Crow Canyon Report App. Create a calculated column of type Text called "Week - [Ensure user enters the value for lookup field (e.g. Category for Tickets list item)](https://help.crowcanyon.com/article/160/) - Conditonal validation on Lookup fields Introduction When a Lookup Field is configured to be required in the field settings, then the first option gets selected by default in the new item form. Because of this users can save the item without selecting the intended value for the lookup field. Crowcanyon Forms Manager App can fix - [O365 Service Request: Show/Hide tabs in list item form based on the selected Category](https://help.crowcanyon.com/article/158/) - Dynamically Show/Hide tabs in item forms based on values in other columns Description: In a list we can group all the related fields as a tab using 'Crow Canyon Forms Manager'. Using Forms Manager App we can also configure permissions on Tabs and Columns to Show/Hide tab/column based on the values in other columns such - [Send an email to Assigned Staff when comments are added in Work Log field](https://help.crowcanyon.com/article/156/) - 1. 1. Go to “Manage Mail Templates” in Workflow Manager app and create a Mail Template like below: 2. Create a Workflow in the Workflow Manager like below: - Create workflow on Tickets list, Item Modified event with condition like : Work Log AfterChange eq [[Any]] - Create a Send Mail action like below : - [Send an email to requester asking for more details when ticket status is changed and include Employee Portal Ticket Url in the Email](https://help.crowcanyon.com/article/155/) - 1. 1. Go to Employee Portal app --> View My Tickets --> Edit any ticket. Copy the Url into a notepad and replace the Ticket number at the end of Url with [[ID || ID]] . After replacing, the url will be like: https://crowcanyonsystemsinc-7416fe40a79290.sharepoint.com/sites/trial1/IT2/CrowCanyonEmployeePortal/Pages/DisplayTicket.aspx?SPHostUrl=https://crowcanyonsystemsinc.sharepoint.com/sites/trial1/IT2&SPLanguage=en-US&SPClientTag=0&SPProductNumber=16.0.5910.1210&SPAppWebUrl=https://CrowCanyonSystemsInc-7416fe40a79290.sharepoint.com/sites/trial1/IT2/CrowCanyonEmployeePortal&TicketID=[[ID || ID]] 2. Go to Manage Mail Templates and Create a - [Office 365 Exchange settings to forward mails to on-premises servers](https://help.crowcanyon.com/article/147/) - Refer below url for more details : https://technet.microsoft.com/en-in/library/dn751020(v=exchg.150).aspx You can also create rules to forward email as given below: 1. Click on Admin. 2. In Admin Center, click on Exchange 3. In Exchange admin center, Go to "mail flow" and create a new rule - [Office 365 Service Request: Automatically assign Ticket based on Category and Issue Type if it remains unassigned for a duration](https://help.crowcanyon.com/article/148/) - Auto-assign tickets based on type of ticket or ticket priority Applies to: SharePoint Online Description: If a ticket is created in tickets list and unassigned for certain duration, we want to assign those tickets to perticular staff based on Category and Issue Type of the ticket, we have Crow Canyon Workflow Manager to achieve this - [Office 365 Service Request: Automatically set Due Date based on Category and Priority](https://help.crowcanyon.com/article/149/) - Applies To: SharePoint Online Description: Workflow configured below is to auto set Due Date of the Ticket to two days after the ticket creation date i.e., Created + 2days based on two conditions Set Due Date based on Category and Priority: Configure a workflow like below Create an action like below Note: To know different - [SharePoint Online: Reopen a Ticket on requester email and reporting on reopened Tickets](https://help.crowcanyon.com/article/150/) - Reopen Ticket when requester replies back on a closed Ticket (in Office 365 using Workflow Manager) Applies To: SharePoint Online We can use Crow Canyon Workflow Manager App to automatically reopen a Ticket if requester sends an email for that Ticket within a specified time period of closing the Ticket. Also, it is useful to - [Crow Canyon Workflow Manager (Office 365 App) - Configure complex workflows with calculated columns](https://help.crowcanyon.com/article/142/) - Crow Canyon Workflow Manager is an Office 365 App which can be used to create workflows on lists based on business requirements. Here are the two examples which sends alerts on particular time intervals Example 1: Create a workflow on a list which sends an alert every 30 days. It can be controlled at - [Office 365 Service Request: Re-assign a Ticket based on priority if it is not closed in time](https://help.crowcanyon.com/article/143/) - Re-assign tickets if not closed within the due date and based on conditions like type of ticket and priority Reassign a high priority ticket if it is not closed within due date of the ticket. (SLA based on Priority of Tickets) Configure a workflow like below: Next Create an Update Action like below - [How to get single line spacing in Work Log field or Enhanced Rich Text type fields in SharePoint](https://help.crowcanyon.com/article/125/) - Solution for extra line spacing in Work Log field Applies To: SharePoint On-Premises and SharePoint Online Issue Description: After writing something in the work log and hit Enter, it shows extra space between lines Cause/Resolution: If the Worklog is of type Enhanced Rich Text Field, and if we hit "Enter" in it, it takes Double - [The Email Tickets list view web part in the Display form of a Ticket shows “This view cannot be displayed because it exceeds the list view threshold (5000 items) enforced by the administrator.”](https://help.crowcanyon.com/article/134/) - To resolve this issue you will want to index at least one of the columns in the Email Tickets list. Since the link between the Ticket and the Email Tickets list is the Related Ticket ID column, this is the column you should index. To do so, an Admin user will need to perform the - [Office 365 Service Request: Create a report on re-opened tickets by month for assigned staff](https://help.crowcanyon.com/article/138/) - Please follow the steps below to create a report to see reopened tickets for each staff by month to analyze staff effectiveness in resolving issues. 1. Create a new list “Reopened tickets” with below fields. Title – Single line of text TicketID - Single line of text RelatedTicketID – Lookup (Ticket list ID field) - [Error during Site Collection Migration](https://help.crowcanyon.com/article/121/) - Issue Description :- While restoring the Site Collection Backup using “STSADM”, it gave an Error like below “ 0x80070003” Cause:- These are the Pre requisites for restoring a site collection : 1.Dependency Solutions (The Solutions used in Source Site Collection must be deployed into the Target Site Collection.) 2.Permissions on Site Collection. (One Should have - [Work Log disappearing](https://help.crowcanyon.com/article/115/) - When entering text into the Work Log column, the text then disappears when clicking to a new tab. The Work Log column is currently Rich Text. SOLUTION: The Work Log column is a "rich text box". Make it as an "Enhanced Rich Text box" and that issue will be solved. - ["This value already exists in the list" error when creating a new item](https://help.crowcanyon.com/article/117/) - Check to see if any of the columns in the entire list (not just on the visible tab) have the “Enforce unique values” option marked as “Yes”. - [Requester Phone is the Mobile Number instead of Work Phone](https://help.crowcanyon.com/article/111/) - In the SharePoint applications, the Requester Phone in the Ticket reads the Mobile Number instead of the Work Phone from SharePoint User Profile. Is there any way to change this to read the Work Phone? Is there a way to change what other user information is pulled into the ticket? Issue: The SharePoint application pulls in Mobile - [Mapping for emails to SharePoint list](https://help.crowcanyon.com/article/104/) - For emails sent to the SharePoint ticket list, below is the syntax to map text in the body of the incoming email to fields on the Ticket. This is usually used when creating the email from a Web form (the code that is run when "Submit" is pressed on the Web form needs to create the - [Modifying Column Names in Crow Canyon's SharePoint applications (Issue Type)](https://help.crowcanyon.com/article/110/) - The name of most columns in the SharePoint lists can be easily modified in List Settings without difficulty. But some columns in the Crow Canyon applications are linked to other columns, workflows, and processes such that a specific procedure is required to modify the name of that column. One of these linked columns is "Issue - [SharePoint pie chart: Label Column Error](https://help.crowcanyon.com/article/98/) - Instead of the pie chart view, the screen shows "Label column error: ". This means that the column in the error was removed or is missing from the All Items view of Tickets List, which is the view that is used in the My Ticket Status Chart Web Part. Check that the column is in the All Items - [SharePoint -- first field cannot be typed in](https://help.crowcanyon.com/article/99/) - ISSUE: When adding a new ticket or contact, users are unable to type in the first field. If they move the cursor to another field then back to the first field, they can then begin typing. 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