Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Customization Using SharePoint...

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved.

Customization Using SharePoint Designer 2007

• Overview

• Editing look and feel– Master pages– Content pages– Customized vs. not customized

• Data Views– Data Source Library– Formatting in Data Form web parts– Web part connections

• Configuring workflows


Overview

• In many cases SharePoint Designer (formerly FrontPage) can be a substitute for a server side programmer.

• It allows the user to– Edit the look and fill of SharePoint sites– Edit master pages in SharePoint sites– Pull data from multiple sources– Sort and filter the data– Format the data using a WYSIWYG editor– Configure workflows


Master and Content Pages

• Master Page is a page that servers as a template for content pages and has extension .master. Each site has a master page gallery for master page storage (example: http://<server>/_catalogs/masterpage/).

• Content Page is a page that uses a master page to provide a template and has extension . aspx. Contet pages can be stored anywhere on the site.


Master and Content Pages Illustration

• By using a master page, designers can factor common elements of contents page into a master page template.


Customized vs. Not Customized

• Not a customized page - SharePoint retrieves the page from site definition (Master Template) that is stored on the web server.

• Customized - SharePoint saves and retrieves the page from the content database instead of the site definition. Thus, subsequent changes made to the side definition will not be reflected on that page.

• Revert to template page – means revert to uncustomized page


Demo: Editing Look and Feel

Demo: Editing Look and Feel

1. Navigating through a site using SharePoint Designer

2. Editing master page in master page gallerya. Edit the Site Name and change the Site Logob. View version history of editsc. Revert to template page

3. Editing Content Pages• Edit WebPart properties and zones


Data Source Catalog

• Data Source Library organizes all data sources selected by the user for building sites

– SQL databases– Web services– SharePoint lists (on any site)– XML files– Business Data Catalog


Data Form Web Part

• Data View is a representation of data from a data source

• Designers can format data in data views using:– Sorting– Filtering– Applying styles– Conditional formatting

• Designers can connect data views using web part connections


Demo: Data Views and Data Sources

Demo: Data Views and Data Sources

1. Adding Data Sources– SQL database– List on a current website and on a different website

(connect to another data source library)

2. Creating Data Views from data sources (Data Form Web Part)– Properties– Conditional formatting– Web part connections– Allowing edits to the data


Workflow from Designer Perspective

• Designers can configure new workflows beyond the ones that are already available.

• Designers select activities (from predefined set) for the workflow and specify conditions for when activities execute and when activities end.

• A finished workflow is a set of activities connected together.


Designer vs. Developer

• Designer cannot do everything that is available to developers through Visual Studio 2005.

• SharePoint Designer 2007 does not provide:

– InfoPath form integration– Creation of custom activities– Workflow modification


Demo: Configuring a Workflow

Demo: Configuring a Workflow

1.Create a new workflow using Workflow Designer2.Call the workflow “Approving Lab Results”, attach

to a document library, and allow to be started automatically

3.Step 1 – “Edit Results”- Condition – If “Results” is “Preliminary” - Activities – send an email and assign a task

4.Step 2 – “Professor Review”- Condition – If “Results” is “Secondary”- Activities – send an email, assign a task, and set

results field value to “Final”.

5.Publish and use the workflow then open the workflow for editing


Lab: Exercises 1-5

• Perform exercises 1-5 from SharePoint Designer Lab

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Customization Using SharePoint...

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