where did design view go in sharepoint designer

Where Did Design View Go In SharePoint Designer?!The Role of the SharePoint 2013 Power UserPatrick O’Toole. Consultant, Slalom Consulting

Introduction

Seriously, Where did Design View Go?

Who are Power Users & Why Do I Care?

Comparison of SharePoint 2010 & SharePoint 2013

Drinks

Introduction

4

Patrick O’Toole

Slalom Consulting

University of Illinois

Capricorn

@OToolePatrick

Seriously, Where Did Design View Go?

Seriously, Where Did Design View Go?

"Use SharePoint as an out-of-box application whenever possible…”

- Jeff Teper, Corporate Vice President SharePoint

"We’d like to see all of our customers move to the cloud…”

- Kirk DelBene, President, Microsoft Office

“Investing heavily in SharePoint Designer does not make financial sense and does not fully comply with Microsoft’s overall strategy for SharePoint”

- Patrick O’Toole

Upgrading the tool will take time an money

Who are the Power Users and Why Do I Care?

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Who Are Power Users?

Middle Tier Developer

No-Code Specialist

SharePoint Designer/InfoPath Developer

Site or Site Collection Admin

Business Users

Developers

Architects

IT Pros

Power Users

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What the Power User Does

Site/Site Collection Admins (boring! Not covering this)

Create SharePoint functionality through savvy use of Out of the Box components & light development

Three main types of functionalityLook & Feel / Branding

Data Presentation / Business Intelligence

Business Process Integration and Data Collection

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Why Do I Care?

Some topics will directly impact your work

Understanding the changes in the role of the Power User help with:

Planning & Project ManagementCreating GovernanceTrainingSupportAdoption

Comparison of SharePoint 2010 & SharePoint 2013How they used to do it and how and how they will now do it

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Comparison of SharePoint 2010/2013

Look & Feel / Branding

Data Presentation / Business Intelligence

Business Process Integration and Data Collection

Other Items/Improvements

Quick HTML Editing

Customizing the Layout of a Single Page

Creating Page Layouts

Creating and Applying a Theme

Look & Feel / Branding

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Quick HTML Editing

SharePoint 2010 – Woof! SharePoint 2013 – A little better

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Customizing the Layout of a Page (### Consider Removing)

SharePoint 2010 – Through SharePoint Designer it was easy to:

Add Web Part ZonesResize Web Part Zones

SharePoint 2013 – No Design ViewCould use tables and quick HTML Editing

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Creating Page Layouts

SharePoint 2010

Copy & Paste Existing Page Layout (at Site Collection Level)

Drag controls around, delete controls, etc.

SharePoint 2013 – More difficult without design view

Conclusion: Only Devs will Work with Page Layouts

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Creating & Applying Themes

SharePoint 2010Edit colors/fonts from an Out of the Box Theme (shown below)Create .thmx file from PowerPoint and upload to Theme Gallery

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Creating & Applying Themes

SharePoint 2013Themes are now part of “Composed Looks”Composed Looks combine any combination of

MasterPages CSS file(s)Color palletsFont schemes (optional) Background image (optional)

Editing of Composed Looks is simple but lacks functionality*

Custom Composed Looks too difficult?

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Creating & Applying Themes

Editing Out of Box SharePoint 2013 Composed Look

Very simple

Can’t edit individual colors in browser

Need to do this with “Code” or “Theme Slots Tool” (Link)

Creating & Applying Themes

Custom Composed Look in SharePoint 2013

.spcolor file

.spfont file (optional)Master Page & CSSBackground image (optional)Associate Composed Look to masterpage, spcolor file, etc.

.spcolor file – the hard way.spfont fileMasterPage/CSS

Creating & Applying Themes

Creating .spcolor file – the easy way

Creating & Applying Themes

ConclusionPower Users Might Create .spcolor files the easy wayDevelopers likely needed to help with everything elseGovernance needed

Data View Web Parts

Quick List Modifications

Search & Content Query Web Part

Data Presentation & BI

Data View Web Parts

Create DVWPs

Create Related Data Sources

Can still edit XSL to change formatting

Data View Web Parts

### Screenshot of typical DVWP application

Quick List Modifications

Editing Column Widths

Quick List Modifications

Conditional FormattingSPD 2013

SPD 2010

Search & Query – SharePoint 2010

Content Query Web PartScope: Site CollectionCan filter/sort by Site ColumnsCan show up URL, image, title & description Several OOB styles, can create custom ones

Search Results Web PartScope: Anything crawledCan style with XSL

Search & Query – SharePoint 2010

Screenshot CQWP & Search Web part ###

Search & Query – SharePoint 2013

Content Search Web PartScope: anything crawledLots of options for queriesDisplay Templates & Item Display Templates (HTML)

List Forms onto Pages (###)

SharePoint Designer Workflows

InfoPath

Access Services

Business Process Integration & Data Collection

SharePoint Designer Workflows

SharePoint 2010Very valuable tool for Power Users

SharePoint 2013Amazing!Covered in detail in prior ChDevSPUGLoops & StagesNeed to call SP2010 workflows

InfoPath2013 2010

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Access

Access and SharePoint 2013Can create access App on any siteApp-Web / Host-Web conceptEasily integrate with lists from host-webEasy to create “simple” formsMacros can be created (by devs or power users)

Access

Forms

Access

Connecting to SharePoint Lists

Access

Example

Access

When to use Access AppsMigrate & Manage existing Access Apps on SharePointSmall, temporary applications with relational dataApplications for departments or small companiesWhen Access & InfoPath can solve a business problem – consider Access first

Remember: Sometimes you need a robust reporting tool

Business Process Integration

ConclusionEncourageSharePoint Designer WorkflowsAccess Apps

DiscourageInfoPath Forms – although they certainly have their place

Questions!?

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PatrickO’TooleConsultant

patricko@slalom.com@OToolePatrick

CONTACT(S)

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