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??