Learn how to perform SharePoint form manipulation and ribbon customizations using SharePoint Explorer and SharePoint Designer. This presentation is for both developers and non-developers (without Visual Studio) for both SharePoint 2010 and 2013.

1. Customizing SharePoint
Forms and Ribbons

2. Michael
Vasiloff

3. Traditionally done via…
SharePoint Designer
InfoPath
Visual Studio

4. Changes are not reflected when…
Fields are reordered
Field title is renamed
New fields are added
Fields are deleted

5. Field Element Schema
https://msdn.microsoft.com/en-us/library/office/aa979575.aspx
Not every attribute applies to every field type!

6. Limit Input Restrict Display
ShowInNewForm
ShowInEditForm
ShowInFileDlg
ShowInDisplayForm
ShowInViewForms
ShowInVersionHistory
Control Changes
ShowInListSettings
AllowDeletion
CanToggleHidden
HiddenReadOnly
Sealed

7. Limit Input
ShowInNewForm
ShowInEditForm
Set to FALSE to prevent the field from appearing on the New form*
Set to FALSE to prevent the field from appearing on the Edit form
*Doesn’t affect DocLibs - the Field Element Schema documentation is incorrect

8. Limit Input
ShowInNewForm
ShowInEditForm
ShowInFileDlg Set to FALSE to prevent the field from appearing in the Document Information Panel

9. Limit Input
ShowInNewForm
ShowInEditForm
ShowInFileDlg
ReadOnly • Set to TRUE to prevent the field from appearing in the New and Edit forms
• Hides the field from the List Settings page
• Hides the field from appearing in “set field value” actions in workflows
• Field value can still be set programmatically

10. Restrict Display
ShowInDisplayForm
ShowInViewForms
ShowInVersionHistory
Hidden Set to TRUE to prevent the field from appearing anywhere, including the UI, SPD, & alerts
Set to FALSE to prevent the field from appearing on the Version History page
Set to FALSE to prevent the field from appearing within View pages
Set to FALSE to prevent the field from appearing on the Display form

11. Control Changes
AllowDeletion
CanToggleHidden Set to FALSE to prevent the field’s Hidden attribute from being changed
Set to FALSE to prevent the field from being deleted (via UI, SPD, or programmatically)

12. Control Changes
AllowDeletion
CanToggleHidden
Sealed Set to TRUE to prevent the field from being deleted & prevent changes to any properties
(can only be unsealed via SSOM or PowerShell)

13. Control Changes
ShowInListSettings
AllowDeletion
CanToggleHidden
Sealed
Set to FALSE to prevent the field from appearing in the List Settings page*
*You can still open the field’s “Change Column” page if you know the field’s internal name

14. Options for schema manipulation…
PowerShell
Server Side Object Model (SSOM)
Client Side Object Model (CSOM)
JavaScript Object Model (JSOM)
Using SharePoint [2010] Explorer tool
Visual Studio
No admin access to the server needed!

15. SharePoint [2010] Explorer tool from Stefan Stanev’s SharePoint blog:
http://stefan-stanev-sharepoint-blog.blogspot.com/2010/05/sharepoint-
2010-explorer-using-client.html
SP Foundation 2010 Client Object Model Redistributable
https://www.microsoft.com/en-us/download/details.aspx?id=21786
Service Pack for Client Object Model Redistributable
While on the above redistributable link search for the following:
Service Pack 2010 Client Object Model Redistributable

16. Client Object Model Redistributable DLLs are installed to the path:
C:Program FilesCommon FilesMicrosoft SharedSharePoint Client
Copy these DLLs into the directory you extracted SP Explorer to:
• Microsoft.SharePoint.Client.dll
• Microsoft.SharePoint.Client.Runtime.dll

18. Right click

19. Right click

20. Performed via Custom Actions…
Visual Studio
PowerShell
Client Object Models
SharePoint Designer

23. Assign Ticket
javascript:alert("Hello World");
/_layouts/images/pplpkrgrp.png
/_layouts/images/colleagues_32.png
Sequence
<=10
Sequence
>=11

24. Default Designer-added ribbon tooltips
SP Explorer edited ribbon tooltips

25. Physical directory where SharePoint is installed:
C:Program FilesCommon FilesMicrosoft SharedWeb Server Extensions14TEMPLATEIMAGES
Where can I find what all those SharePoint image file names are?
Bits of SharePoint Consulting:
http://www.bitsofsharepoint.com/ExamplePoint/Site/SharePointLayoutImages.aspx
Paul Tavares’ GitHub “Project”:
https://github.com/purtuga/SPImages/