Viewing people and document/item updates

Viewing people and document/item updates

Use harmon.ie's Updates view in the People tab to view people and updates for changed or new documents/items in SharePoint locations that you follow.

You can filter the Updates view by the type of update, or by the person who issued it.

Note: If a social server is not configured, the Updates list appears in the Updates tab (and not under the People tab).

How do I know that there are new updates to read?

A red dot in the Updates view indicates that there are new updates.

A red dot in the Updates view indicates that there are new updates.

A red dot in the People tab indicates you either have new updates to read in the Updates view, or you have new 5-star contacts in your Suggested People/Colleagues list. Click the People tab to see what is new.

The updates that were added to the Updates list since you last visited it are highlighted.

Update types:

The Updates view in the People tab lists recent activities that may interest you, including:

  • Updates made by people in your colleagues list / people you follow: status updates, sharing interests, tagging by your colleague, Note Board posts, tagging with my interests, rating, job title change, manager change, new blog post, new membership, birthday alerts, workplace anniversaries, new colleagues / following new people, and profile updates.
    Clicking a user name opens this user’s business card. Right-clicking the instant messaging icon opens the instant messaging menu.
    Notes:
    • When the social server is SharePoint 2013 or later, only status updates are shown for people you follow.
    • When the social server is SharePoint 2010, you can configure the types of activities for which you want to receive alerts for in the Updates view using the SharePoint web interface, under My Profile > Edit My Profile (scroll down to Activities I am following).
  • Changes in SharePoint libraries and lists that you follow: new document/item created or document/item edited.
    • Clicking a document name opens the containing folder in the sidebar, selects the document, and shows its version history.
    • Clicking an item name opens the Item Info page.
    • Clicking a document/item location opens that location in the sidebar.
    • Clicking a user name opens this person's business card.

To filter the updates view:

By default, you see all types of updates. You can filter the updates view using:

  • Updates filter (Updates filter icon). When the Documents/items filter button is toggled-in, document/item updates are shown. When it is toggled-out, document/item updates are not shown. The filter menu lets you select / unselect the types of document/item updates you will see when the Documents/items filter is toggled-in:
    • Documents. When unselected, updates on new and updated documents in locations you follow are not shown.
    • Lists. When unselected, updates on new and updated list items in lists you follow are not shown.
    • <Favorite location 1>. When unselected, updates for documents/items in this location are not shown.
    • <Favorite location 2>
    Note: You can use the Documents/items filter to follow more SharePoint locations. Open the filter and select Follow other favorites to launch the Favorites dialog. Select a location you want to edit, click Edit > Follow library / folder / list updates.
  • My Colleagues filter (). When the My Colleagues filter button is toggled-in, your colleagues’ updates are shown. When it is toggled-out, your colleagues’ updates are not shown. The filter menu lets you select / unselect the types of updates displayed when the My Colleagues filter is pushed:
    • New colleagues / Following people
    • New blog posts
    • Status updates
    • Profile updates
    • Rating
    • Tagging
    • Note board posts
    Note: The My colleagues filter is available only when working with SharePoint 2010. The Following people filter is only available when working with SharePoint 2013 or later.

To view updates made by a certain person:

  1. View the business card of this person.
  2. Click the Show More icon (Show More icon) to open the full mode business card. The Recent Updates section shows the SharePoint updates made by this person, and the SharePoint documents/items he/she changed.
    Note: You are only notified with document/items changes in SharePoint locations that you follow.

To remove a location from the updates list:

Unfollow that SharePoint location (library, folder, or list).

How often does the Updates view update?

By default, the Updates view refreshes every 60 minutes. The interval can be changed in the options.

To manually update the Updates view, click the Refresh button (Refresh icon).

The Updates tab:

When no social server is configured, the People tab is replaced by the Updates tab. In this case it includes changes only in SharePoint locations that you follow: new document/item created or updated.