Knowledge Base
Featured Articles
The following articles are some of the most helpful ones. One of them may be the one you are looking for.
Troubleshooting Policy Hub Detection and Access
Diagnose a missing policy hub, access-denied screens and role-resolution problems by checking the hub connection, lists, account and effective permissions.
How to Review and Export the Policy Audit Log
Use the administrative audit log to investigate policy operations, export recent events and distinguish the log from employee acknowledgement evidence.
Troubleshooting Policy Preview and a Disabled Acknowledge Button
Resolve unavailable previews and disabled acknowledgement controls by checking source access, reading requirements, assignment state, typed name and service readiness.
Troubleshooting Failed Acknowledgements and Missing Notifications
Investigate acknowledgement save errors and missing emails by distinguishing direct and service writes, partial saves, manual reminders and external notification jobs.
Troubleshooting Missing Policies, Employees and Assignments
Find why a policy or employee is absent from a library, campaign, personal list or report by checking filters, eligibility, assignment creation and account matching.
How Policy Compliance Is Calculated for a Selected Date
Understand historical assignment status, percentage denominators, matrix version scope and the limits of reconstructing past compliance.
How to Check the Integrity of the Acknowledgement Log
Run hash-chain verification, interpret intact and broken results and understand what the check cannot prove about evidence completeness or source content.
How to Export Policy Compliance Assignments to Excel
Export filtered assignment rows, understand each column and historical-date behavior, and verify that a downloaded workbook is not a full evidence archive.
How to Create and Edit a Policy in Policy Acknowledgement
Create a policy card with an owner, content source, review dates, reading controls and acknowledgement text.
How to Configure Policy Acknowledgement Roles and Permissions
Assign role groups in Policy Admin, apply SharePoint permissions and understand the limits of web-part access filtering.
How to Create Policy Acknowledgement Pages and Connect Web Parts
Create employee and management pages, connect them to a policy hub and configure Policy Reader navigation.
How to Complete the Policy Acknowledgement Setup Wizard
Configure the policy hub, administrator group, product roles and notification settings with the Policy Admin setup wizard.
How to Display Custom Entra ID Attributes in the Employee Directory Web Part
Show custom Microsoft Entra ID user attributes - directory extensions, extensionAttribute1–15 synchronized from on-premises Active Directory and other user properties - in the Vitextra Employee Directory and Employee Directory (Entra ID) web parts on SharePoint and in Microsoft Teams.
How to Filter a SharePoint List or Library by Date Range with List Filter
Learn how to filter a SharePoint list or document library by date range with the Vitextra List Filter web part: add DateTime columns to the filter panel, choose the Date range control and set begin and end dates without creating extra views.
Number Generator: Numbering Schemes, Formulas and Samples
Reference for Vitextra Number Generator, which automatically generates numbers and names in SharePoint lists and libraries: activating the site collection feature, creating numbering schemes, formula syntax with columns and sequences, and five ready-to-use samples.
How to Export Employee Directory Results to Microsoft Excel
Learn how to enable and configure export of Employee Directory search results to Microsoft Excel (version 4.0.0 and higher): turn on the Export option, choose the columns, run the export from the search box area and know the limitations.
How to Deploy and Set Up Short URL Online
Learn how to deploy Vitextra Short URL Online in a Microsoft 365 tenant: the two .sppkg packages, deploying them to the SharePoint App Catalog and enabling the command bar extension on each site to shorten links to documents and folders.
Employee Directory Overview: Web Parts, SPFx and Microsoft Graph
Overview of the Vitextra Employee Directory solution for SharePoint and Microsoft Teams: the Employee Directory, Employee Directory (Entra ID) and New Employees web parts, SharePoint Framework hosting, Microsoft Graph permissions, data sources, layouts, quick filters, favorites, skills search, local time and availability, and the Entra ID filter editor.
Vitextra List Filter: Filtering Controls and Supported Column Types
Reference for all 14 filtering controls of the Vitextra Filter web part for SharePoint, including Text, Autocomplete, Date, People Picker, Taxonomy Term, Slider and Number Range, with the SharePoint column types each control supports and a compatibility matrix.
How to Automatically Fill the Title Column with the File Name
Learn how to use Vitextra Document Auto Title to populate the Title column of a SharePoint document library with the file name when a document is uploaded or edited: activate the site feature and turn on auto-population in the library settings.
How to Set Up Permissions for Quick Poll Responses
Learn how to let users with read-only access to the host site take part in Quick Poll polls and surveys: the securable objects, the permissions each role needs, granting Contribute on the Responses list and the Teams tab case.
How to Export SharePoint List Data to Excel with List Filter
Learn how to export a SharePoint list to a Microsoft Excel file with the Vitextra List Filter web part: enable the Export button, export the complete list and understand which columns, filters and permissions apply.
How to Add and Configure the Smart Tiles Web Part
Step-by-step guide to adding the Vitextra Smart Tiles web part to a SharePoint Online page: deploying the package, finding the web part in the toolbox, the sample tiles, the web part title, every setting of the Appearance group, the About group and placing the panel in a full-width section.
How to Create a Single App Page with Vitextra Employee Directory
Learn how to create a SharePoint single app page with the Vitextra Employee Directory web part: use New > Page > Apps, create the page, enter a title, adjust the web part settings and save. Available in the modern UI only.
How to Add Public Holidays
How to add public and company holidays to Vitextra Absence & Coverage: the Holidays list, one row per day, how holidays change the working days of a request, how they are shaded in the Team Absence Calendar, the Upcoming public holidays block in My Absences and yearly maintenance.
What Is a Substitution: Temporary Cover and Handover of Duties
A reference to substitutions in Vitextra Absence & Coverage: what a substitution is, the two kinds (temporary and handover of duties), the statuses and phases, who creates, accepts and cancels a substitution, how it relates to absence requests, and where substitutions are shown.
How to Display Custom Entra ID Attributes in the Employee Directory Web Part
Show custom Microsoft Entra ID user attributes - directory extensions, extensionAttribute1–15 synchronized from on-premises Active Directory and other user properties - in the Vitextra Employee Directory and Employee Directory (Entra ID) web parts on SharePoint and in Microsoft Teams.
How to Set the Working Week
Define which days of the week count as working days in Vitextra Absence & Coverage: add the WorkDays row to the Settings list, choose the weekday numbers, see how the setting changes the working-day count of requests and the shading of the Team Absence Calendar.
How Absence Requests and Substitutions Work Together
Reference for the link between absence requests and substitutions in Vitextra Absence & Coverage: when a substitution is created, what happens on approval, rejection and cancellation, how coverage gaps appear and why standalone substitutions behave differently.
How to Find Absences Without a Substitute
How managers use the No substitute tab of the Vitextra Substitutions web part to find approved absences of their direct reports in the next 120 days that still have no confirmed substitute, what the three status pills mean and how to close a gap with the Assign button.
How to Set the Fallback Approver
Configure the FallbackApprover setting in Vitextra Absence & Coverage so that absence requests of employees without a manager in Microsoft Entra ID are still routed to an approver. Covers the Settings list row, how the approver is chosen, what employees see and what to do when no approver is found.
How to Read the Team Absence Calendar: Colors, Hatching and Marks
A reference to every color, pattern and mark in the Vitextra Team Absence Calendar: absence type colors, hatched pending requests, grey Away entries, the half-day mark, shaded days, holidays, today, tooltips and the +N more link.
Team Absence Calendar: Timeline and Month Views
A tour of the Vitextra Team Absence Calendar web part for SharePoint Online and Microsoft Teams: the Away today block, the toolbar, the Timeline and Month views, period navigation and what the calendar includes.
Why You Should Edit Absences in the Web Parts and Not in the List View
Why absence requests and substitutions in Vitextra Absence & Coverage should be changed in the web parts rather than in the SharePoint list view: how dates are stored, which lists are safe to edit directly, what to avoid and how to correct a mistaken request.
How to Add and Configure Absence Types
How to add a new absence type, change an existing one or switch it off in Vitextra Absence & Coverage: the AbsenceTypes list columns, the seven default types, color, approval, private types, half days, yearly allowance, category and sort order, and what each change does to existing requests.
How to Choose Whose Absences the Team Absence Calendar Shows
How to set the scope of the Vitextra Team Absence Calendar web part: my team, my direct reports, my department or everyone. Includes the maximum number of people, the display defaults and the Microsoft Entra ID data each scope relies on.
How to Export Employee Directory Results to Microsoft Excel
Learn how to enable and configure export of Employee Directory search results to Microsoft Excel (version 4.0.0 and higher): turn on the Export option, choose the columns, run the export from the search box area and know the limitations.
Employee Directory: Local Time, Working Hours and Availability
Learn how the Vitextra Employee Directory details pane shows a colleague's local time, time difference, working hours and today's free/busy schedule next to your own, where the data comes from, which Microsoft Graph permissions it needs and how administrators turn it on or off.
How to Display Custom Entra ID Attributes in the Employee Directory Web Part
Show custom Microsoft Entra ID user attributes - directory extensions, extensionAttribute1–15 synchronized from on-premises Active Directory and other user properties - in the Vitextra Employee Directory and Employee Directory (Entra ID) web parts on SharePoint and in Microsoft Teams.
Vitextra List Filter: Filtering Controls and Supported Column Types
Reference for all 14 filtering controls of the Vitextra Filter web part for SharePoint, including Text, Autocomplete, Date, People Picker, Taxonomy Term, Slider and Number Range, with the SharePoint column types each control supports and a compatibility matrix.
How to Manage Your Vitextra Subscription
Step-by-step guide to managing a Vitextra subscription: viewing your subscriptions, adding or removing licenses, assigning licenses to a Microsoft 365 tenant, removing an assignment and canceling a subscription, including what happens after cancellation.
How to Change the Color Scheme and Appearance of the List Filter Web Part
Learn how to restyle the Vitextra List Filter panel to match your corporate branding: register custom CSS with a Script Editor web part, use the CSS class reference and see examples for colors, labels, lists and button alignment.
How to Update a Vitextra SPFx Solution in SharePoint Online
Step-by-step guide to updating an existing Vitextra SharePoint Framework (SPFx) solution: download the latest version from the download center, replace the .sppkg package in the App Catalog, deploy it, approve API access if needed and sync to Microsoft Teams.
How to Activate On-Premises Vitextra Products with a Serial Number
Learn how to activate on-premises Vitextra products with a purchased serial number: find your activation key on the My Products page, then enter it in SharePoint Central Administration and activate the product.
How to Change the Currency for Vitextra Purchases
Learn how to change the billing currency in your Vitextra account profile, which currencies are supported (USD, EUR, GBP, JPY, CNY, CHF, AUD, CAD), what happens to items already in your cart and why the currency cannot be changed after a purchase.
How to Showcase New Hires with the New Employees Web Part
Learn how to spotlight recently hired employees on a SharePoint site with the New Employees web part from Employee Directory: add it to a page, set the look-back period (last 1–6 months) and the number of employees, filter users with the filter editor, and configure card size, card fields and actions.
Employee Details: Choosing Who Can See Your Skills, Languages and Accounts
How the Audience setting works in Vitextra Employee Details: the choices Me, Organization and Everyone, which profile items have an audience, what it does not control, and how to change it for your skills, languages, social accounts, projects, education, awards and certificates.
Using SharePoint Column Formatting JSON in List Filter Online
How List Filter Online applies the column formatting JSON defined on SharePoint list columns: enabling the option, the supported elements, styles, attributes, field tokens and expressions, what is not supported and how the web part falls back, with ready-to-use examples.
How to
Step-by-step guides
How To Export a User Profile as a Business Card (vCard)
The downloaded vCard opened as a contact card showing the name, e-mail, job title, company, address and phone numbers of the employee.
How To Color Folders in SharePoint Online
The context menu of a folder in the List Filter Online web part with the Folder Color submenu open, showing the palette of 16 preset colors.
How To Add Employee Directory App to Microsoft Teams
Microsoft Teams with the Employee Directory (Employees) icon pinned in the left app bar, and the app open showing the employee search page with quick filters and a grid of employee cards.
How To Create a Custom Searchable User Profile Property
The property pane of the Employee Directory web part, Employee Details section, where the new managed property is selected as a custom attribute.
How To Create a Short Link in SharePoint Online
The Create shortened URL form of the Short URL Online web part with the Name, Origin URL, Domain and Short URL fields filled in and the Create button highlighted.
How To Export a SharePoint List to Excel
The downloaded workbook open in Excel: a formatted table whose columns match the columns of the web part, with the totals row at the bottom.
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Smart Search
Smart Search is a powerful, configurable search web part for SharePoint Online designed to help you quickly and efficiently find the information and documents you need. Search operators, sorting, saved searches, shareable links, a details panel and content quality indicators, together with customizable display options and advanced filtering, bring the right results to the top.
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