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Easy, No-Code Solutions
 To 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
Display content in multiple
places with the Content Editor
Web Part (CEWP)
   Add formatted text, tables, links, and images
    to a Web Part Page
   Create using ribbon design interface
   Can also directly modify the HTML
   A better option: Content Link to a text file
2 pages
1 source
Tabbed 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
   Customize at http://usermanagedsolutions.com/SharePoint-
    User-Toolkit/Pages/Easy-Tabs-v5.aspx




                                                    Save to
                                                    disk
   Upload to a document library
   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
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;
       }
   Some elements can’t be modified through the
    user interface
   Easier/quicker to change CSS than changing a
    master page or writing custom code
   Use CEWP to embed CSS on your page
   Upload alternate CSS file shared across entire
    site (site master page settings page)
   Hide left navigation for this page
Wiki Library – hide
Wiki Library - before
                        recently modified links
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
Streamline 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
Lookup List                          Choice Field
o   Slightly more work to set up     o   Easy to set up
o   Always dropdown list             o   Radio button, checkbox support
o   Easier to update choices         o   Harder to update choices
o   Change once, update everywhere   o   Updates are go-forward only
Filter 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
   Source list
    “Products”
   Browse to your
    list
   Expand the
    Additional Filters
    instructions

   Add query string
    parameter
Ensure 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 does that mean?!!!
   Utilizing different document templates (ex.
    Word, Excel, PowerPoint in the New menu)
   Different item types co-existing in same
    library (ex. documents, hyperlinks, videos)
   Different types of data or content, which may
    share some common properties, but also
    each has some unique attributes
‣   Both content types share common data
‣   If Taxable product item content type, then display the Tax
    Rate field




Product item                       Taxable product item
   Centrally manage different groups of content
   Can apply different
    policies, workflows, retention
    schedules, metadata
   Data is organized consistently throughout the
    organization
Use 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
‣   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
‣   Modify child
    list’s New Form
    in SharePoint
    Designer

‣   Add URL
    parameter to
    auto populate
    the IssueID field
‣   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
   Append ?contents=1 to web part page URL
   Maintenance mode to remove 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!!
I Didn’t Know You Could Do That With SharePoint

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I Didn’t Know You Could Do That With SharePoint

  • 1. Easy, No-Code Solutions To Increase Productivity
  • 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. Display content in multiple places with the Content Editor Web Part (CEWP)
  • 4. Add formatted text, tables, links, and images to a Web Part Page
  • 5. Create using ribbon design interface
  • 6. Can also directly modify the HTML
  • 7. A better option: Content Link to a text file
  • 9. Tabbed interface to maximize space and organize content
  • 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. Customize at http://usermanagedsolutions.com/SharePoint- User-Toolkit/Pages/Easy-Tabs-v5.aspx Save to disk
  • 12. Upload to a document library
  • 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.
  • 15.
  • 16.
  • 17. Change the way your site pages look using CSS
  • 18. Stands for Cascading Style Sheets  Styles define how to display HTML elements  Separates look and feel from functionality P { color:red; text-align:center; }
  • 19. Some elements can’t be modified through the user interface  Easier/quicker to change CSS than changing a master page or writing custom code
  • 20. Use CEWP to embed CSS on your page
  • 21. Upload alternate CSS file shared across entire site (site master page settings page)
  • 22. Hide left navigation for this page
  • 23. Wiki Library – hide Wiki Library - before recently modified links
  • 24. Change background, font colors and other effects
  • 25. 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
  • 26.
  • 27. Streamline data entry and provide consistent choices
  • 28. 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
  • 29.
  • 30. Lookup List Choice Field o Slightly more work to set up o Easy to set up o Always dropdown list o Radio button, checkbox support o Easier to update choices o Harder to update choices o Change once, update everywhere o Updates are go-forward only
  • 31. Filter data via the query string with the Content Query Web Part (CQWP)
  • 32. 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
  • 33. Source list “Products”
  • 34. Browse to your list
  • 35. Expand the Additional Filters instructions  Add query string parameter
  • 36.
  • 37.
  • 39. 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
  • 40. What does that mean?!!!
  • 41. Utilizing different document templates (ex. Word, Excel, PowerPoint in the New menu)
  • 42. Different item types co-existing in same library (ex. documents, hyperlinks, videos)
  • 43. Different types of data or content, which may share some common properties, but also each has some unique attributes
  • 44. Both content types share common data ‣ If Taxable product item content type, then display the Tax Rate field Product item Taxable product item
  • 45. Centrally manage different groups of content  Can apply different policies, workflows, retention schedules, metadata  Data is organized consistently throughout the organization
  • 46. Use list relationships to link your data
  • 47. 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
  • 48.
  • 49.
  • 50. 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
  • 51. Modify child list’s New Form in SharePoint Designer ‣ Add URL parameter to auto populate the IssueID field
  • 52. 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
  • 53.
  • 54. Append ?contents=1 to web part page URL  Maintenance mode to remove bad web parts
  • 55. 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!!

Hinweis der Redaktion

  1. Show design mode & html modeShow Showcase CEWP and research libraryView source of support.txtHow to create HTML (copy & paste from design view)
  2. Show Insight examplesActually multiple web parts on same pageShow Showcase example and inspect page (CEWP at bottom, set to hidden!)
  3. Examples:Hide wiki recently modifiedHide quick launch for single pageMake summary links link text smaller
  4. Page Level exampleSite level example
  5. Show lookup listShow main list
  6. Show source list “Products”CQWP – browse to listAdd filter parameterShow example
  7. Abstract concept -> helps to show examples:Different documents templates (Word, Excel, PPT)Different types of docs (docs, links, images)Different types of data/content – share some properties but some may be unique
  8. Showcase site -> Documents library
  9. Push changes to a content type down to all sites using it, vs. modifying every document library with a change
  10. Show parent listShow child list
  11. Use Easy Tabs example