Publishing InfoPath 2010 form to a Form Library – video tutorial

An InfoPath form template can be submitted and hosted at a form library in SharePoint 2010. The net effect then is that users can fill out the form by directly going to that library and clicking on New Document. If you don’t have SharePoint Server Enterprise running, the users will be prompted to open the form in the InfoPath client application. With SharePoint Server Enterprise running (and Forms Services properly configured in Central Administration), the form will open up directly in the browser. You can read more on the licensing requirements here:

http://blog.visualsp.com/licensing-requirements-for-infopath-forms-on-sharepoint/

The complete InfoPath course is available here

The following video tutorial demonstrates the process of submitting InfoPath form templates to a form library:

Publish an InfoPath form to a form library in SharePoint 2010
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Project Management in SharePoint without Project Server – video tutorial

SharePoint Foundation 2010 by itself is a great platform upon which a project manager can manage the projects. SharePoint offers several list types that, on their own are simple, powerful ways to track information and when you connect these lists together, you can product a project management hub. All you need to do this are the two free products: SharePoint Foundation 2010 and SharePoint Designer 2010.

Complete Project Management course available here

Check it out here:

Project Management in SharePoint
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Change where Edit Control Button (ECB) appears in a list or library

The Edit Control Button (ECB) aka the context drop-down menu that appears for lists and libraries, as shown in the image below, is the way you can execute built in and custom actions on list and library items.

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A question that many people wonder about is: how can I move this menu so it appears on a different field instead of the default one?

Well, wonder no more! Watch the video below to see how it’s done. One catch though: you will need SharePoint Designer 2010 (available for free) to make the change.

Enabling and Disabling ECB menu on list/library items
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SharePoint Designer 2013 Design View is Gone! – effects Data View web part and List View web part

The Design View no longer exists in SharePoint Designer 2013. This changes the way we work with (or used to work with) all sorts of visual elements in SharePoint.

I have been meaning to write this post for a very long time, but there is so much I want to say, I couldn’t find the time until now to hunker down and say it all (or at least most of it). So here we go.

Note:  I have always been a visual kind of guy and I like to show things instead of just describing them. This post will be no different. Below, I have provided visuals that will be helpful for the reader to understand the impact of Design View removal from SharePoint Designer.

What exactly has changed?

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SharePoint Designer 2010 with Design View

 

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SharePoint Designer 2013 without Design View

 

What the above images mean is that you can only see Code View for any and all pages now in SharePoint Designer 2013. No more Design View (or Split View for that matter) and no more WYSIWYG functionality on any of the following types of pages:

  • Site Pages (Wiki Pages)
  • List View pages / Library View pages
  • Web Part Pages

The Impact

Now that you know what has changed, let’s look at the type of functionality that is going to be missing in SharePoint Designer 2013.

List View / List Form web parts and Data View / Data Form web parts are inserted and modified in SharePoint Designer 2010 to show data from all sorts of sources including the following:

  • Lists
  • Libraries
  • Databases
  • Web Services (both SOAP and REST)

If you have time, check out the video below to see a sample of the type of coolness you can produce using these web parts with SharePoint Designer 2010. This video shows creating and modifying a SharePoint List Form in Design View:

Here is a link to this same video on SharePoint-Videos.com:
https://www.visualsp.com/sp10create-custom-list-form-pages-using-sharepoint-designer/

SharePoint Designer 2013 still has the implementations of these web parts, however, there is no way to visually modify them the way it is shown in the video. You would have to jump into Code View to manipulate the XSLT and XML manually to produce the same results.

Conditional Formatting is one of the most Awesome features in SharePoint Designer 2010. You can use it to conditionally format and/or display data and images on any SharePoint page as shown in image below.

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With the absence of Design View, there is no visual way to configure the web parts (List View and Data View) to conditionally format text and other objects in SharePoint Designer 2013.

There is a very easy way in SharePoint Designer 2010 to connect web parts together using web part connections on the same page or even across pages. These connections can pass field values which can then be used to filter data and more.

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No way to make the web part connections in SharePoint Designer 2013. You can still, however, make web part connections on the same page using the web browser.

The Formula window (also referred to as the XPath Expression builder) lets us present incoming data using all types of different formulae such as concat, average, count, substring, formatDate and dozens more like them.

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In SharePoint Designer 2013, you can still insert the formulae, but it would have to be done directly in Code View since the Design View is required for the Insert Formula window to be presented.

In SharePoint Designer 2010, there are small tweaks that we can perform for web parts that we take for granted currently such as adjusting width of columns, modifying column headings, adding/removing columns etc. This is all accomplished in the Design View of course.

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Can’t do any of that stuff in SharePoint Designer 2013 due to the lack of Design View (sorry to sound like a broken record now).

All of the modifications listed above are supposed to migrate seamlessly to SharePoint 2013. However, after the migration, the maintenance of these solutions would have to be a manual code based process.

I’m sure there is stuff that I forgot to mention. I’ll update the post as I think of more things to draw a more complete picture for the readers of this post.

Justification for removing Design View

In Microsoft’s own words:

http://designshare.files.wordpress.com/2012/07/spd_designview.png

No comment from me.

Related Post

My MVP buddies have already started a good discussion thread out on the forums regarding this subject:

http://social.technet.microsoft.com/Forums/en-US/sharepointitpropreview/thread/8f8e2cb3-a90f-4653-9d22-050f9f0d8612/

The thread contains comments, thoughts and opinions from many highly regarded folks in the industry such as Marc Anderson, Laura Rogers, Jennifer Mason, John White, Tom Resing, Paul Stork, Christina Wheeler, Stephen Cawood, Mike Walsh and more (sorry if I missed you). I would recommend joining the discussion and voicing your opinion on how this change can affect your environment and company.

What should You do?

If you are a Power User who loves working with and creating no-code solutions on SharePoint, you are the one most affected by this change. There is no replacement for the functionality lost in any other product that I know of so far. SharePoint Designer was it and now there is none! In SharePoint 2013, there will be no other built in functionality that will let you manage these no-code solutions visually. If you know of something I don’t, I would love for you to comment about it below.

This decision has created a huge ‘Vendor Opportunity’. I do foresee  a vendor creating a solution for this in the future so when someone asks me what they should do now, I can at least say ‘There is an App for that’!

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