Wrox Real World Sharepoint 2010 – Chapter 7

[Chapter 7: Working with Sharepoint Designer 2010]

SPD 2010: Creating sites, managing users, list and libraries, even content types and site columns; branding, creating workflows, connecting to external data sources.
Central Admin settings regarding Sharepoint Designer 2010: Central Admin –> General App Setting –> Sharepoint Designer 2010. Options:
(1) Enable Sharepoint Designer – can SPD used at all? (at the Web Application level)
(2) Enable Detaching Pages from the Site Definition
(3) Enable Customizing Master Pages and Layout Pages
(4) Enable Managing of Web Site URL Structure –

You can control SPD access from two places (1) Central Admin (above), and (2) Site Collection.

CSS: Skewer Click: Click this button and hover to an element (text etc.) and you can see whch style is being applied to the element.
Page 220, 07/10/2011, 07:37PM

Copying and modifying an existing style is the recommended way to update the out-of-the-box-CSS.  
— Forms- out of the box, most list forms in Sharepoint 2010 are ASP.NET forms. If you have Sharepoint 2010 Enterprise, you can edit a list form from SPD by going to the “List and Libraries”, open a list/Library, and in the ribbon, you see “Design Forms in InfoPath”.

— Views and XSLT List View web Part

Views are the primary ways that contents from list and libraries are displayed to the user. You can create a new View for a list/library from SPD. In Sharepoint 2007, views are based on CAML, which is difficult to update; in Sharepoint 2010, it uses XSLT – with XSLT List View Web Part.  

You can create or update a list view (conditional formatting; filtering). In Sharepoint 2010, you can see the view selector in breadcrumbs (Browser mde) or the List tab (edit mode).

— Work flow: sharepoint 2007 – cannot reuse workflow; cannot move workflow to another server easily. Sharepoint 2010: you can now.

types of workflow:
(1) List workflow: directly associated with a list.
(2) reusable workflow: can be used with many lists or libraries. based on a specific content type and can be reused throughtout the site.
(3) Site workflow: not associated with a list or content type.
(4) Globally reusable workflow: the out-of-the-box workflows.

Best to make a copy before modifying it.

SPD uses declarative rule-based workflows. Use conditions and actions to define the process. This simply means that when a workflow runs on an item, it evaluates each condition, starting with the first one, until a condition is found that applied. SPD 2010 supports Parallel block (multiple tasks can execute in parrallel).

Workflow impersonatyion – by default workflow runs under the identity of the user who’s logged in. Lookup profile – you can lookup user’s profile and use it in workflow. You can import and export workflows to/from Visio 2010.

— Data Source: Sharepoint, or other external such as SQL server, or list/libraries.

pAGE 241, 07/11/2011, 10:1

07/14/2011, 06:26PM Connecting to web Service
To create a site page with a data view that gets data from a SOAP service: (assuming a SOAP connection has been created in Data Source)
1. In SPD 2010, click Site Pages, create a new site page.
2. In edit mode of the site page, click [PlaceHolderMain], and click “Data View” –> the data source created (in the robbon)
3. A Data view will be created with the data rom SOAP populated. Click the first link cell, click the arrow next to it, and you can format the link as a hyperlink.

** Sharepoint Designer 2010 is an ideal tool for site owners to use to manage all aspects of their sites quickly and efficiently. Why would you not want to give SPD to your site owners? Reasons:
(1) it is still a very power tool that requires contreol from administrator.
(2) User shoul dbe given training to use SPD.

— Workflow — options for an orgination to create workflow:
(1) out-of-the-box – good for very simple workflows, such as feedbacks and approval workflow.
(2) Sharepoint Designer – declarative, rule-based workflows that are capable of medium complexity. Ideal for the majority of workflows that are capable of medium complexity. Quick to create/change/support.  [Out of box workfow can be modified for extended use)
(3) Custom development: VS 2010.

** branding —
07/14/2011, 07:32PM

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