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

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. 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

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. 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: /_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.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Master and Content Pages Illustration By using a master page, designers can factor common elements of contents page into a master page template.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. 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

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Editing Look and Feel 1.Navigating through a site using SharePoint Designer 2.Editing master page in master page gallery a.Edit the Site Name and change the Site Logo b.View version history of edits c.Revert to template page 3.Editing Content Pages Edit WebPart properties and zones

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. 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

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. 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

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. 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

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. 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.

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Designer vs. Developer Designer cannot do everything that is available to developers through Visual Studio SharePoint Designer 2007 does not provide: –InfoPath form integration –Creation of custom activities –Workflow modification

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Configuring a Workflow 1.Create a new workflow using Workflow Designer 2.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 and assign a task 4.Step 2 – “Professor Review” -Condition – If “Results” is “Secondary” - Activities – send an , assign a task, and set results field value to “Final”. 5.Publish and use the workflow then open the workflow for editing

Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Lab: Exercises 1-5 Perform exercises 1-5 from SharePoint Designer Lab