Tulsa TechFest 2015 Awesomely Simple SharePoint Solutions
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In this presentation, originally presented at Tulsa Tech Fest, I outline 17 different simple SharePoint Solutions. From Filtered Views, to Auto-Populating People Picker we cover a few out-of-the-box or minimal code ways to produce awesome SharePoint solutions
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Tulsa TechFest 2015 Awesomely Simple SharePoint Solutions
- 1. S Awesomely Simple SharePoint Solutions April Dunnam Lead SharePoint Consultant/Developer
- 2. About Me • 7+ years SharePoint and development experience • Senior Consultant/Developer at ThriveFast • Born and bread Okie • Active in Tech Community, VP of Tulsa SharePoint User Group • Blogger, speaker @aprildunnam www.sharepointsiren.co m www.thrivefast.com
- 3. Agenda S To Code or Not to Code? S What is jQuery? S What can you do with jQuery in SharePoint? S Simple Solutions S Demos
- 4. To Code or Not to Code? S Out-of-the-box features will get you 80% of what you need S For the other 20% it’s time to bring in some code
- 5. What is jQuery? S JavaScript Utility Library S Fully supported in SharePoint S Lets you do Client Side Development in SharePoint S Download at https://jquery.com/download S Upload to SharePoint Site Assets Folder for easy reference
- 6. What can you do with jQuery in SharePoint? S Show/Hide Elements S Get/Set Field Values S Pull info from other lists/sites S Dashboards S Datatables, dialogs, graphs, charts
- 7. Solution #1 – Promoted Links S Solves the “I can’t find what I need” problem S Visual Navigation = convenient and appealing
- 8. Solution #2 – Welcome Message S Solves the “SharePoint isn’t personable” problem S Pulls Logged in User’s Name and Time of Day for Custom Welcome Message S Free Web Part. Download here: http://www.amrein.com/apps/page.asp?Q=5834
- 9. Solution #3 – Announcements Rotator S Helps to communicate info out to employees S BrightBanner – Free Content Rotator App in App Store S Or create your own with jQuery/SPServices/Bootstrap
- 10. Solution #4 – Birthdays/Anniversaries S Showing Employee Birthdays/Anniversaries draws users in and encourages camaraderie. S $125 WebPart from Amrein: http://www.amrein.com/apps/page.asp?Q=5787 S Or S Free Apps in App Store
- 11. Solution #5 - Weather S CELGO Weather C – Free App in SharePoint 2013 App Store S Can use to show weather at multiple company locations S Or insert jQuery script from any of the major weather websites (Yahoo Weather, Weather Channel, etc)
- 12. Solution #6 - Filtered Views S Helps you create dynamic dashboards S [Me] Filter or [Today] Filter
- 13. Solution #7 - Filtered Lookup Column S Consider this scenario: S You have a Jobs Lists with a Job Name field and Job Status that marks . S You have a Task List that you want to create a Lookup field that pulls all Active Jobs from the Jobs List S Create a new Calculated Column in the Jobs List called “ActiveTitle”. Insert the following formula and reference this calculated column in your lookup field
- 15. Solution #8 - Audience Targeting S Target WebParts/Content to specific groups of people S Ex: Show different announcements depending on current user’s department
- 16. Solution #9 – SharePoint Blog S Simple Knowledge Base Solution S Easy to set up S Categories S Searchable
- 17. Solution #10 – Hide the “Recent” Heading S No Code Option: Audience Targeting S Create an empty SharePoint Permission Group S Go to Site Settings -> Navigation S Find the Recent Header Element - > Click Edit S Put the name of the empty permission group in the audience S Caveat: Must complete these steps on each site
- 19. Solution #10 – Hide the “Recent” Heading S Code Option: jQuery S Insert the following snippet in your Master Page ** This will hide the Recent on all sites/subsites <script src="http://code.jquery.com/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript"> jQuery(document).ready(function() { jQuery(".ms-core-listMenu- item:contains('Recent')").parent().hide(); }); </script>
- 20. Solution #11 - Disable Mobile View S Site Settings Site Features S De-Activate “Mobile Browser View” S Reasons to do this: S 1. Responsive design eliminates need for SP default mobile view S 2. Mobile View can be confusing to navigate
- 21. Solution #12 – Default Calendar Events to All Day S Download jQuery.min and upload to SharePoint. S Insert Script Editor Webpart in New Form of Calendar. Put the following code in the script editor:
- 22. Solution #13 – Add Link to Home Page on MySites S Powershell to the rescue! cls; Add-PSSnapin "Microsoft.SharePoint.Powershell" $webApp = Get-SPWebApplication http://mycompanymysiteurl.com $webApp.SuiteBarBrandingElementHtml = "<div class='ms-core- brandingText'><a href='http://mycompanyintranet.com/' style='color:white'>My Company Intranet Name</a></div>" $webApp.Update()
- 23. Solution #14 - Hide the Left Nav S Simple as adding a line of css S Insert a script editor webpart on the page you want to hide the left nav on. Paste in the following code: <style type="text/css"> #sideNavBox {DISPLAY: none} #contentBox {MARGIN-LEFT: 0px} </style>
- 24. Solution #15 - Auto Populate People Picker S jQuery & SPServices: https://spservices.codeplex.com S Insert a content editor webpart on the New Item Form of the List. Paste in the following code: <script type="text/javascript" src="/SiteAssets/jquery-2.1.1.min.js"></script> <script type="text/javascript" src="/SiteAssets/jquery.SPServices-2014.02.min.js"></script> <script type="text/javascript"> $(document).ready(function() { //Get the current user var user= $().SPServices.SPGetCurrentUser(); $().SPServices.SPFindPeoplePicker({ peoplePickerDisplayName: "Employee", valueToSet: user, checkNames: true }); }); </script>
- 25. Solution #16 – Org Chart S Use when the Built-in Org Chart isn’t cutting it S https://github.com/Aymkdn/OrgChart-JS-Sharepoint
- 26. Solution #17– Search-Driven Company Directory S Utilize Search Display Templates to create a Company Directory that pulls from SharePoint User Profiles S Reference: http://www.sharepointco nfig.com/2013/05/how- to-create-a-simple- sharepoint-2013- people-directory/
Editor's Notes
- If you can draw end users in with a well-thought out Home Page and easy to find content then chances are you will have a successful SharePoint implementation.
- From my experience I’ve found that you can build a lot of functionality with vast amount of out-of-the-box features SharePoint has to offer. In fact, I’d say 80% of the time, you can get the solution you need by just using out-of-the-box features. But, there’s always that extra little thing….the other 20%. That’s when code comes into play. When I talk about code I’ll be focusing on client-side code using javascript.
- jQuery is my first-stop go-to tool for SharePoint Development these days.
- jQuery is my first-stop go-to tool for SharePoint Development these days. For a more in-depth look at jQuery in SharePoint be sure to stick around for Mark Rackley’s “Maximizing the SharePoint User Experience with Free Third Party jQuery Libraries” talk at 1:30.
- You can utilize the Top Nav and Quick Launch to organize your sites and content within them. A lesser known way to navigate is the Promoted Links List. This is a new list in SharePoint 2013 that allows you to build a more eloquent links list. You can have an image that clearly identifies what the link is, a title and a description of the link when you hover over it. This is a good tool to use on department pages to provide a visual way to navigate to important areas of your site.
- Having a Welcome Message on your SharePoint Home Page provides a good “warm and fuzzy” vibe for your users. This is a great way to customize the user experience. This particular webpart is very customizable. You can choose to show or hide the current logged in users picture. You can either display Good and the time of the day (morning, afternoon, evening) or just have a generic “welcome user” message. You can edit the css to edit the font of webpart, insert a background image, etc.
- Adding an Announcements Rotator to your Home Page gives your Page a “pop” and keeps it fresh. You can consistently update the content to show the latest news/events. It’s a great way to engage your end users.
- Showcasing Employee Birthday’s and Anniversaries' on your home page is a great way to increase user adoption. It draws people in and encourages camaraderie. There are some free webparts in the App Store you can use, or there is a webpart for only $125 that you can use. This particular webpart is very customizable and easy to setup.
- Adding Weather to your SharePoint intranets home page is a good way to draw users in. You can use this to showcase weather across all of your company’s locations. There are some pre-built apps in the app store for this. One that I like is the CELGO Weather C App which is free. It’s easy to add and customize. If you need something a little more custom, you can insert a Script Editor Webpart on your page and inject some javascript that consumes weather from any of the major weather websites such as Yahoo Weather, Weather Channel, etc.
- Filtered Views are useful for creating custom dashboards for your users. For example, you can use the [Me] filter to show the current user’s tasks. And you can use the [Today] filter to show tasks which are due today or overdue. Additionally, filters and Managed Metadata can be used to overcome the List View Threshold limitations that occur in SharePoint Online sites.
- Lookup Columns are very useful. They allow you to pull information from a SharePoint List and use it as metadata. You can utilized a Calculated Column in your source list to create a custom filtered lookup column.
- Audience Targeting is an often under-utilized and over-looked feature in SharePoint. A good use-case for this is targeting company announcements. In this example, there is a Foremen Group in the company who have announcements that are only applicable to them. Using Audience Targeting, you can add the Foremen Announcements webpart to your home page and set it to display only to those in the Foremen Group.
- OneNote is a hidden gem in SharePoint. It is fully integrated in SharePoint 2013. In fact, when you create a SharePoint 2013 Team site it automatically comes with a OneNote Notebook.
- SharePoint 2013 Introduce a “Recent” Heading in the Quick Launch. This was intended to dynamically show the most recently created/edit lists or libraries, however, it tends to be more of a nuisance than a benefit. Fortunately there is a relatively easy way to hide it.
- SharePoint 2013 Introduce a “Recent” Heading in the Quick Launch. This was intended to dynamically show the most recently created/edit lists or libraries, however, it tends to be more of a nuisance than a benefit. Fortunately there is a relatively easy way to hide it.
- SharePoint 2013 automatically re-directs mobile devices to a specialized Mobile view. This view is intended to simplify the user experience in mobile, however, many users still prefer the full desktop experience in mobile.
- In SharePoint Calendars there is a checkbox to mark an item as an “All Day Event”. This essentially hides the Start and End Dates times and marks it as an all day event. This checkbox is set to No by default. Good news is you can change that with a simply script inserted via a Script Editor Webpart on the New Form of your Calendar.
- In SharePoint Calendars there is a checkbox to mark an item as an “All Day Event”. This essentially hides the Start and End Dates times and marks it as an all day event. This checkbox is set to No by default. Good news is you can change that with a simply script inserted via a Script Editor Webpart on the New Form of your Calendar.
- In SharePoint Calendars there is a checkbox to mark an item as an “All Day Event”. This essentially hides the Start and End Dates times and marks it as an all day event. This checkbox is set to No by default. Good news is you can change that with a simply script inserted via a Script Editor Webpart on the New Form of your Calendar.
- In SharePoint Calendars there is a checkbox to mark an item as an “All Day Event”. This essentially hides the Start and End Dates times and marks it as an all day event. This checkbox is set to No by default. Good news is you can change that with a simply script inserted via a Script Editor Webpart on the New Form of your Calendar.
- Let’s face it…that handy dandy Silverlight Org Chart SharePoint gives you just doesn’t always cut it. Thankfully there are a lot of third party alternative solutions out there. This one in particular I found is free and fairly easy to set up. It is jQuery based, allows you to connect it to a list. We’ve implemented this where we do a nightly pull from Active Directory to populate the list.
- A common requirement on SharePoint is a company directory. All of the information needed for a directory (employee name, phone number, email, etc) is already being stored in the SharePoint User Profile Service for easy access. You can use SharePoint Search and Custom Display Templates to create a Company Directory Table. The reference provided guides you through the steps to complete and includes a download of the Display Template files to produce these results.