Customizing Sites and Pages in SharePoint 2013WES PRESTON

Session Abstract This session covers an overview of how to do basic ‘theme’ and Client-Side Rendering (CSR) customizations of SharePoint 2013 list views – beginning with capabilities in the web interface and similar to the activities you would have used SharePoint Designer for with the 2010 platform. These include conditional formatting, customizing views, etc… If you are a SharePoint 2010 power-user that utilized SharePoint designer for page customization, this session will show you where to start with 2013. If you are a developer or designer, this session will show you what out of box and client-side customizations are available with 2013.

Intro: Wes PrestonOwner / Principal Consultant – TrecStoneBased in Minneapolis, MN

Certification, etc.MVP – SharePoint Server (5 years)MCITP – SharePoint Administrator 2010MCTS – SharePoint 2010, ConfigurationMCTS – WSS 3.0 and MOSS Configuration

Contact:www.idubbs.com/blogwww.trecstone.com @idubbswes@trecstone.com

Agenda Overview

General Features and Updates◦ New Templates◦ Apps

Styling◦ Change the Look◦ Design Manager

Client-Side Rendering◦ JS Link

Overview

Ground Rules and Changing Times

Microsoft recommends leading with out-of-box solutions whenever possible◦ Get to know SharePoint’s features and capabilities before adding customizations

SharePoint Designer 2013◦ SharePoint Designer workflows◦ Aimed at Developers for page customizations – Code View only◦ Extending functionality for power users no longer available without Design View

Configuration vs. Customization

Web Interface

SharePoint Designer GUI

HTML, CSS, XSLT,

JavaScript.NET

Web Interface Apps

HTML5, CSS,

JavaScript.NET

2010

2013

Users

Devs

What is ‘Customization’ in SharePoint

The answer depends on the audience:

Important when communicating with each group

May vary within each organization

User ‘Customization’ Lists, Libraries, (now ‘Apps’) and Views

◦ App Templates◦ Columns, metadata, fields

Options available via the browser◦ Page Layouts◦ Web Parts◦ Formatting Text and Graphics◦ Site Pages and Wiki Pages

Power Users Skillset 1

◦ Connected web parts◦ SharePoint Store apps◦ SPD Workflows

Skillset 2◦ ‘Copy/Paste Development’◦ HTML in Calculated Fields◦ Simple Client-Side Rendering (CSR/JavaScript)

‘Pro’ Developers Full range of customization options and opportunities: Some of the same, some new… LOTS of options.

◦ Farm and Sandbox Solutions◦ Apps ◦ New look and feel options◦ Advanced Client-Side Rendering (CSR) within Visual Studio solutions

SharePoint 2013 New Features Add ‘Tiles’ to the page – the Promoted Links app (see blog post)

Timeline Views, Project Summary, etc…

Themes, Branding and Style options

SharePoint Designer 2013 Expanded workflow management capabilities

◦ Out of scope for our discussion

No more Design View◦ Can still/only make changes directly to code

Simple Client Side Rendering (CSR) ◦ JavaScript editing

Design / CSS creation moves to other tools◦ Facilitated by Design Manager

Apps Overview Out-of-the-box Apps

◦ Same lists and library templates we’ve been using, with a few new ones in 2013

SharePoint App Store◦ 3rd Party Apps – Lots of potential here…

Private App Catalog◦ In-house custom developed (.NET) created apps specific to the organization◦ Custom Lists with specific views, functionality, etc.

Branding

Branding, Styles and Theming ‘Looks’

◦ Choose from pre-created Looks◦ Tweak look details and preview before applying◦ Add or Edit color palettes (at Site Collection level)◦ Deprecated: Create themes using PowerPoint

Design Manager◦ Ease of use for Dreamweaver, Notepad, others◦ Export and Import Design Package◦ Snippets

Change the Look Galleries

◦ Add New Font Schemes (XML)◦ Add New Color Palettes (XML)◦ Add Master Pages (Must be ‘15’ to show in dropdown)

Composed LooksEssentially pre-baked packages of:

◦ Master Pages◦ Background images◦ Fonts◦ Color Palettes

DemoTHEMES AND COMPOSED LOOKS

Demo - Looks Change the Look

Demo – Looks Change the Look -> Tweak a Composed Look

Demo - Looks Theme Gallery

Demo - Looks Color Palette Font Scheme

Demo - Looks Composed Looks

Demo - Looks Composed Looks

Design Manager Design Manager is NEW for 2013

Only available with Publishing enabled

Maps a network drive for 3rd party apps to integrate (Dreamweaver)◦ Uploaded files are converted to master pages◦ Snippets Wizard – configure, cut and paste

Same Master page, Page Layout, CSS relationships as earlier versions

New Display Templates

New Design Packages

Client Side Rendering

Template Evolution SharePoint 2010

◦ Data + XSL = HTML Server-side processing

SharePoint 2013◦ Data + .js = HTML Client-Side Processing

What is Client-Side Rendering (CSR)

JavaScript

HTML

CSS

Display Templates

CSR Implementation Deploy as an App

Deploy as a solution

Deploy manually and configure JS Link

Choose the implementation approach that best fits your needs.◦ “It depends”…

Simple CSR Approach Showing main components of the JS Link approach

Master Page Gallery◦ Upload your .js file◦ Must use the ‘JavaScript Display Template’ content type

Web part page◦ Web part – set the JS Link property

DemoJS LINK WEB PART PROPERTY

Demo – JS Link Before: Standard All Items view of a Custom list and columns

Demo – JS Link Create the js file – csr_overridable_demo1.js

Demo – JS Link Add the js file to the Master Page Gallery

Change the content type to JavaScript Display Template and complete fields

Demo – JS Link On the list web part, add the address to the JS Link property:

◦ ~site/_catalogs/masterpage/csr_overridable_demo1.js

Demo – JS Link After: See the updates

Notes, Trivia and Gotchas Need to know and find the internal column names

◦ Click on the column name in the List Settings page

Adding columns using the edit grid◦ Internal names created automatically

Demo 2 – JS Link Use the item context

Demo 2 – JS Link Before and After:

Simple, but just scratching the surface…

Demo 3 – JS Link Call other function

Demo 3 – JS Link Before and After:

Still simple, but going a little deeper and seeing more potential…

Demo 4 – JS Link Item override

◦ Control over how the web part is rendered, not just the individual fields

Demo 4 – JS Link Before and After:

Client-Side Rendering Recap Approaches

◦ [Crawl] Field overrides◦ [Walk] Item overrides – Includes Headers and Footers◦ [Run] PreRender and PostRender overrides

Targeting◦ BaseViewID◦ ListTemplateType

Using SharePoint Designer Can open and tweak in SharePoint Designer (SPD)

◦ Can also use Visual Studio, but Power Users likely won’t have access to VS.

Doesn’t display in the main ‘Master Pages’ site objects◦ All Files -> _catalogs -> masterpage

Form Override Notes SharePoint Designer Forms

◦ Default Forms – Use the ListFormWebPart and isn’t easily configurable. You do have JSLink and CSR Render Mode.

◦ Custom-Created Forms (SPD) – Use the DataFormWebPart and can still be edited in SPD Code View or the XSL on the Web Part properties. NO JSLink.

Display Templates◦ DispForm.aspx◦ EditForm.aspx◦ NewForm.aspx

NOTE: JSLink override won’t work if form has been edited in SPD.

Quick Recap Understand your toolset – new and existing OOB web parts and apps.

New Design Manager – Publishing Customizations

New App Model and Customization Approaches

Client-Side Rendering (CSR) – Start with JS Link◦ See what develops in the coming months: practical best practices, patterns, etc.

Try It Yourself! Play with many of these features in Office365

◦ http://office.microsoft.com/en-us/business/compare-office-for-business-plans-FX102918419.aspx ◦ I recommend the E1 plan as a test platform – but you need to Trial with something else in the ‘E’ group.

You get all the Enterprise features.

References JS Link Primer – Blog Post

http://www.idubbs.com/blog/2012/js-link-for-sharepoint-2013-web-partsa-quick-functional-primer/

Microsoft: “Use as out-of-box whenever possible…”

http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=1012

Customize a list view in apps using client-side rendering. (similar pieces to customizing list views)

http://msdn.microsoft.com/en-us/library/jj220045(v=office.15).aspx

ListTemplateType Enumeration

http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.client.listtemplatetype(v=office.15).aspx

References Creating a New Color Palette

http://www.estruyf.be/blog/creating-a-new-color-palette-for-a-sharepoint-2013-composed-look/

SharePoint 2013 First Look for Power Users – Asif Rehmani (MVP)

https://store.vook.com/storefronts/book/sharepoint-2013-first-look-for-power-users.html#.UHxqZLgo5mN

Lightning Tools – Data Viewer Web Part

http://lightningtools.com/products/data-viewer-web-part/

Thank You! Special thanks to:

◦ Raymond Mitchell @iwkid◦ Phil Jirsa @pjirsa◦ Jon Campbell (Microsoft) @MSFT_joncamp◦ Kirk Evans (Microsoft) @kaevans