Friday, March 28, 2014

Publishing a Form to SharePoint 2013


Many times I am asked to demo how to publish an InfoPath form to SharePoint as a Form Library.  This is not a tricky item, but can be confusing along the way.  Feel free to check out the video below. 

 
 

Tuesday, March 11, 2014

Introduction to PowerShell for SharePoint

Last week, someone asked me about learning PowerShell and how would it relate to their current occupation. 

PowerShell is  a powerful scripting tool that can greatly expedite your admin tasks. If you haven't had a chance to learn how to use it, you might want to make time for it now. Here are some reasons why the effort will pay off (Ten Reasons Why you should learn PowerShell).

Then I began to wonder... I use PowerShell sparingly due to the fact, that I need to learn more about it.  I am good at looking at a cmdlet and knowing what should happen, but when I need to do it on my own, I struggle.  Below is some samples that I like to run through that can help learning with SharePoint. 


  1. Open the SharePoint 2010 Management Shell..
  1. Type Get-Command, and then press ENTER.
    • large number of available cmdlets.
  1. Type get-command, but do not press ENTER.
    • Cmdlets are not case sensitive.
    • Cmdlets always follow the Verb-Noun, also called the Action-Object format.
    • For example, the cmdlet to list all processes running on a machine is Get-Process.
  1. Type Get-Process, and press ENTER.
    • Get-Process returns the processes running on a machine.
  1. Press the UP ARROW so that Get-Process appears, but do not press ENTER.
    • Windows PowerShell uses command history (the UP ARROW) just like Command Prompt.
    • The Noun is always singular: Process, not Processes.
    • There are a limited number of verbs, which can be listed with the Get-Verb cmdlet.
  1. Type Get-Verb, and then press ENTER
    • Scroll through the short list of verbs
  1. Type Get-Command -noun SP* | more, and then press ENTER.
    • Press SPACEBAR to page through the commands.
There is a ton more, but perhaps this could help you get the ball moving!

Friday, March 7, 2014

SharePoint 2013 Web Parts

Often, I get asked to describe the different types of web parts and provide examples.  I am lazy and have never documented my speech to my students, but thanks to Laura Rodgers, she has them all documented. Laura has gone into great detail about the different types and what is new in SharePoint 2013.

http://www.wonderlaura.com/Lists/Posts/Post.aspx?ID=214

Thanks Laura!

Thursday, March 6, 2014

Connecting Web Parts


Often one of the things that people ask most about is the idea of extending the use of SharePoint and making it easier for the end user. This is something that all organizations are troubled with, so you are not alone.  After watching the threads from #SPC14, it is evident that working solutions are needed for the business.
Connecting web parts is an easy way to allow users to see the benefit of uploading items to a SharePoint Library.  It can allow for a user to actually see the items that are related other items on a different list/library. One of the common connections is to link a Task List with a Document Library. When a user uploads an items, they select the task that the item is related to. 

To do this, there needs to be a common field between the apps. In this case, I will be using the Title field from the task list and I have added a look up to the Task list from the Documents. Yes, the task would need to be created in order for the document to be assigned to the correct task. If you have a great project manager, this will not be a problem.

1.       Identify the column that is common across the apps.

 
 


 
 

2.       Open the Default Display Form on the task list


3.       Add the Documents Web Part. You may need to rearrange the order of the web parts. You can do this by dragging and dropping the web part.

 

4.        Click on the drop-down menu that you would use for editing the web part. Select Connections > Get Filter Values From >Tasks. This will pass the Task Title to the documents and filter the list of documents.

 

5.        Complete the selection of the column names

6.        To test out the connection, save the web part and select the task. These are web parts, so you can edit the appearance how you see fit.

 

For more information about Web Parts, come to my SharePoint Saturday Session on April 5, 2014.  There will be new examples and fun to be had!