i didn’t know you could do that with sharepoint
DESCRIPTION
"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.TRANSCRIPT
I Didn’t Know You Could Do That With
SharePoint
Easy, No-Code SolutionsTo Increase Productivity
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
Agenda
Reusable ContentDisplay content in multiple places with the Content Editor Web Part (CEWP)
Add formatted text, tables, links, and images to a Web Part Page
What is the Content Editor Web Part?
Create using ribbon design interface
What is the Content Editor Web Part?
Can also directly modify the HTML
What is the Content Editor Web Part?
A better option: Content Link to a text file
What is the Content Editor Web Part?
Reusable Content Example
2 pages1 source
Easy TabsTabbed interface to maximize space and organize content
JavaScript text inside a CEWP Adds a tabbed interface to any web part
page Written by Christophe Humbert at
http://blog.pathtosharepoint.com
What are Easy Tabs?
Customize at http://usermanagedsolutions.com/SharePoint-User-Toolkit/Pages/Easy-Tabs-v5.aspx
How to Implement – Step 1
Save to disk
Upload to a document library
How to Implement – Step 2
How to Implement – Step 3
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
Easy Tabs Example
Easy Tabs Example
Easy Tabs Example
Adding CSS To Your Site
Change the way your site pages look using CSS
Stands for Cascading Style Sheets Styles define how to display HTML elements Separates look and feel from functionality
P { color:red; text-align:center;}
What is CSS?
Some elements can’t be modified through the user interface
Easier/quicker to change CSS than changing a master page or writing custom code
Why Change the Default CSS?
Use CEWP to embed CSS on your page
Page Level CSS
Upload alternate CSS file shared across entire site (site master page settings page)
Site Level CSS
CSS Example – Page Level Hide left navigation for this page
CSS Example – Site Level
Wiki Library - before Wiki Library – hide recently modified links
Conditional Formatting
Change background, font colors and other effects
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
What is Conditional Formatting?
Conditional Formatting Example
Lookup ListsStreamline data entry and provide consistent choices
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
What are Lookup Lists?
Lookup List Example
Lookup Lists vs. Choice Fields
Lookup Listo Slightly more work to set upo Always dropdown listo Easier to update choiceso Change once, update everywhere
Choice Fieldo Easy to set upo Radio button, checkbox supporto Harder to update choiceso Updates are go-forward only
Filtering DataFilter data via the query string with the Content Query Web Part (CQWP)
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
What is the Content Query Web Part?
Source list “Products”
Adding the CQWP
Browse to your list
Adding the CQWP
Expand the Additional Filters instructions
Add query string parameter
Filtering the CQWP
Filtering Data Example
Filtering Data Example
Content TypesEnsure content standardization and enable re-use
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 way
http://msdn.microsoft.com/en-us/library/ms472236.aspx
What are Content Types?
What does that mean?!!!
Utilizing different document templates (ex. Word, Excel, PowerPoint in the New menu)
Content Types Example
Different item types co-existing in same library (ex. documents, hyperlinks, videos)
Content Types Example
Different types of data or content, which may share some common properties, but also each has some unique attributes
Content Types Example
Product item Taxable product item
Content Types Example
‣ Both content types share common data
‣ If Taxable product item content type, then display the Tax Rate field
Centrally manage different groups of content
Can apply different policies, workflows, retention schedules, metadata
Data is organized consistently throughout the organization
Benefits of using Content Types
Parent/Child ListsUse list relationships to link your data
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
What are list relationships?
Parent List - Tasks
Child List - Hours
Hooking the lists together – Step 1
‣ 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
Hooking the lists together – Step 2
‣ Modify child list’s New Form in SharePoint Designer
‣ Add URL parameter to auto populate the IssueID field
Hooking the lists together – Step 3‣ 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
Tips & Best Practices
Append ?contents=1 to web part page URL Maintenance mode to remove bad web
parts
Troubleshooting bad web parts
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 don't understand, ASK!!
Best Practices
Questions??