Transfer SharePoint Attachments without Power Apps Guide
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SharePoint Online
Sep 29, 2023 7:06 AM

Transfer SharePoint Attachments without Power Apps Guide

by HubSite 365 about Nate Chamberlain [MVP]

Microsoft 365 Adoption, Content, & Training Expert

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Pro User

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Streamline data entry on SharePoint with our expert guide on moving Attachment fields without using Power Apps.

In this comprehensive guide by Nate Chamberlain [MVP], he provides insights on SharePoint Online and how to reposition the Attachments field in a SharePoint form without resorting to Power Apps.

Nate acknowledges the aspect of customization for SharePoint processes, especially where a higher level of customization is essential. He highlights an instance where moving the Attachments field on the SharePoint form is necessary. SharePoint by default places the attachments field at the bottom of the new item form.

However, based on the specific demands of your data entry or data consumption process, you may want the attachments field moved up. Nate offers a solution by using JSON to rearrange fields on the SharePoint new item form. He straightforwardly breaks down the steps necessary for this process, starting from clicking the New button on your SharePoint list to saving your changes after successful configuration.

Rearranging Fields with JSON

In practice, Nate uses JSON code to demonstrate how to rearrange the fields on the form for better data reception and consumption operation. Two examples are provided: one with a basic three-section form layout and another with a four-section form layout that includes section headers.

He offers simple tips on optimizing the JSON code for your personal preference, stating that every added section must start with 'sections': [ { 'displayname': 'Optional section name', 'fields': [ and end with ] }.

According to Nate, if the Attachments field needs to be moved within the form, it must be placed in a section strategically. Placement in a specific order in a single section will still keep it at the bottom of the form. Therefore, to safely relocate the Attachments column, a three-section approach is suggested, without adding headers.

To summarize, Nate Chamberlain has shown how to increase SharePoint's functionality using JSON, effectively rearranging the layout to your preference, most notably the Attachments field. This step-by-step guide provides value to SharePoint users seeking higher levels of customization for their processes.

Enhancing SharePoint Utilization With JSON

SharePoint Online offers much value in digitized data collection and process customization. By using JSON, a higher level of customization is achievable, thereby improving data entry and consumption flow. Process efficiency can be further bolstered by strategically customizing the form by repositioning fields such as the Attachments field.

Read the full article Move the Attachments on a SharePoint without using Power Apps

SharePoint Online - Transfer SharePoint Attachments without Power Apps Guide

Learn about Move the Attachments on a SharePoint without using Power Apps

Investing time and effort into understanding SharePoint structures can have far reaching rewards. This platform enables users to collect information in diverse ways, offering customization options to suit individual needs. As usage and dependence on this system increases, users might find themselves yearning for higher levels of customization, without resorting to using Power Apps for simple tasks.

An instance where such customization may be sought is while managing the Attachments field on the default SharePoint form. By understanding the inner workings of SharePoint, it would be easier to move the Attachments, and manage your processes even more effectively. This blog explains how one can do just that, without employing Power Apps.

Typically, the attachments field is located at the bottom of the new item form on SharePoint. Depending on the specific needs of the user, they might want to move the attachments field upwards to improve the flow of data entry for a smoother user experience.

The rearrangement of fields on the new item form can easily be done using JSON. The process involves clicking the "New" button in the SharePoint list, selecting "Edit Form" and then "Configure Layout". Following these simple steps, one can then paste the JSON code into the body from the dropdown menu.

The specific column names can be replaced with the desired ones in your JSON code. Post this, the changes can be saved just with a simple click. This method provides two ways to alter your form - a basic three-section form layout and one four-section form layout with section headers.

Both methods provide further customization by arranging the fields in specific sections - all under the "displayname". Any complex task like this, when understood better, can be carried out easily. SharePoint users just need to understand the basics, this form arrangement being one of them.

Using sections can help decompartmentalize the form and make it more user-friendly. The form can be broken into logical groups that make interpretation easier. But, in case a user doesn't want to use the attachments column specifically, they need not deal with the JSON code at all. The function of Edit columns can then be used to rearrange and hide the columns as required. The attachments column would then always be the last in the queue.

Moving the Attachments field within the SharePoint form may still require you to position it strategically in a section. This means if you list it in a specific order all in one section, it will still be placed at the bottom of your form because of the program’s column ordering, which would take precedence. This could be useful in enabling easy updates later on, ensuring that any changes made to column order and visibility do not disrupt the JSON sections set up in the code, implying they can simply rearrange fields within the coded sections as they please.

In conclusion, learning how to use JSON to rearrange fields, and consequently moving the Attachments column on SharePoint opens up a world of customization options. Users can manage their processes with more flexibility and according to their specific needs. For those eager to delve deeper into SharePoint form customization, the "Configure the list form" course on Microsoft Learn is a recommended step.

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