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I Didn’t Know You Could Do That With SharePoint

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"I Didn't Know You Could Do That With SharePoint" is the name of a class I teach to our SharePoint power users at my company. The goal of this class is to demonstrate some advanced solutions that they can implement on their team sites, without having to write any code. We cover eight advanced topics in just an hour, so the "training" is very demo intensive. It covers more of the what than the how. The how will be addressed in future hands-on training sessions for each topic, and as I prepare each advanced training session I will upload the slides here. I've written a blog post about the class at http://www.sharepointwendy.com/2012/06/i-didnt-know-you-could-do-that-with.html.

Published in: Technology

I Didn’t Know You Could Do That With SharePoint

  1. 1. Easy, No-Code Solutions To Increase Productivity
  2. 2.  Cool Stuff: ◦ Reusable content using CEWP ◦ Easy Tabs – tabbed interface ◦ Adding CSS to your site ◦ Conditional formatting on lists ◦ Utilizing lookup lists ◦ Query string filtering with the CQWP ◦ Content types ◦ Parent/child list relationships Tips & Best Practices
  3. 3. Display content in multipleplaces with the Content EditorWeb Part (CEWP)
  4. 4.  Add formatted text, tables, links, and images to a Web Part Page
  5. 5.  Create using ribbon design interface
  6. 6.  Can also directly modify the HTML
  7. 7.  A better option: Content Link to a text file
  8. 8. 2 pages1 source
  9. 9. Tabbed interface to maximizespace and organize content
  10. 10.  JavaScript text inside a CEWP Adds a tabbed interface to any web part page Written by Christophe Humbert at http://blog.pathtosharepoint.com
  11. 11.  Customize at http://usermanagedsolutions.com/SharePoint- User-Toolkit/Pages/Easy-Tabs-v5.aspx Save to disk
  12. 12.  Upload to a document library
  13. 13.  Add a CEWP with link to your script file Set web part to hidden Move the CEWP under all the web parts you wish to “tabify” and exit edit mode
  14. 14. Change the way your sitepages look using CSS
  15. 15.  Stands for Cascading Style Sheets Styles define how to display HTML elements Separates look and feel from functionality P { color:red; text-align:center; }
  16. 16.  Some elements can’t be modified through the user interface Easier/quicker to change CSS than changing a master page or writing custom code
  17. 17.  Use CEWP to embed CSS on your page
  18. 18.  Upload alternate CSS file shared across entire site (site master page settings page)
  19. 19.  Hide left navigation for this page
  20. 20. Wiki Library – hideWiki Library - before recently modified links
  21. 21. Change background, fontcolors and other effects
  22. 22.  Different visual effects to lists/libraries based on dynamic criteria Examples: ◦ Highlight row color based on status ◦ Different KPI indicators when numbers pass certain thresholds ◦ Change text weight, style, color, based on field value
  23. 23. Streamline data entry andprovide consistent choices
  24. 24.  Consists of two elements: ◦ Lookup column (dropdown) ◦ A SharePoint list (can be same list or different) populates the choices for the Lookup column Benefits: ◦ Provides time savings ◦ Allows for consistent data ◦ Change list choices in one place
  25. 25. Lookup List Choice Fieldo Slightly more work to set up o Easy to set upo Always dropdown list o Radio button, checkbox supporto Easier to update choices o Harder to update choiceso Change once, update everywhere o Updates are go-forward only
  26. 26. Filter data via the query stringwith the Content Query WebPart (CQWP)
  27. 27.  Pull specific data from lists or libraries to display on different pages or sub-sites Can “roll up” data queried from many sources Supports filtering, grouping, sorting
  28. 28.  Source list “Products”
  29. 29.  Browse to your list
  30. 30.  Expand the Additional Filters instructions Add query string parameter
  31. 31. Ensure content standardizationand enable re-use
  32. 32.  Reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents Enable you to manage the settings for a category of information in a centralized, reusable wayhttp://msdn.microsoft.com/en-us/library/ms472236.aspx
  33. 33. What does that mean?!!!
  34. 34.  Utilizing different document templates (ex. Word, Excel, PowerPoint in the New menu)
  35. 35.  Different item types co-existing in same library (ex. documents, hyperlinks, videos)
  36. 36.  Different types of data or content, which may share some common properties, but also each has some unique attributes
  37. 37. ‣ Both content types share common data‣ If Taxable product item content type, then display the Tax Rate fieldProduct item Taxable product item
  38. 38.  Centrally manage different groups of content Can apply different policies, workflows, retention schedules, metadata Data is organized consistently throughout the organization
  39. 39. Use list relationships to linkyour data
  40. 40.  Links lists together Add one-to-many relationships Brings the capabilities of SharePoint data models closer to those of relational databases But…not as powerful as relational databases
  41. 41. ‣ When creating child list, create IssueID Lookup field‣ Map to the ID column of the Tasks list, and also show Title column‣ Be sure to enforce relationship behavior
  42. 42. ‣ Modify child list’s New Form in SharePoint Designer‣ Add URL parameter to auto populate the IssueID field
  43. 43. ‣ Modify parent list’s Display Form in SharePoint Designer‣ Add a Related Item View web part‣ Add JavaScript link to child list’s New Form
  44. 44.  Append ?contents=1 to web part page URL Maintenance mode to remove bad web parts
  45. 45.  Change default name of web parts to descriptive name Use content links with CEWP whenever possible Don’t just put any script on your site ◦ Understand what it’s doing ◦ If you dont understand, ASK!!

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