Customizing Sites and Pages in SharePoint 2013WES PRESTON
Session Abstract This session covers an overview of how to do basic ‘theme’ and Client-Side Rendering (CSR) customizations of SharePoint 2013 list views – beginning with capabilities in the web interface and similar to the activities you would have used SharePoint Designer for with the 2010 platform. These include conditional formatting, customizing views, etc… If you are a SharePoint 2010 power-user that utilized SharePoint designer for page customization, this session will show you where to start with 2013. If you are a developer or designer, this session will show you what out of box and client-side customizations are available with 2013.
Intro: Wes PrestonOwner / Principal Consultant – TrecStoneBased in Minneapolis, MN
Certification, etc.MVP – SharePoint Server (5 years)MCITP – SharePoint Administrator 2010MCTS – SharePoint 2010, ConfigurationMCTS – WSS 3.0 and MOSS Configuration
Contact:www.idubbs.com/blogwww.trecstone.com @[email protected]
Agenda Overview
General Features and Updates◦ New Templates◦ Apps
Styling◦ Change the Look◦ Design Manager
Client-Side Rendering◦ JS Link
Overview
Ground Rules and Changing Times
Microsoft recommends leading with out-of-box solutions whenever possible◦ Get to know SharePoint’s features and capabilities before adding customizations
SharePoint Designer 2013◦ SharePoint Designer workflows◦ Aimed at Developers for page customizations – Code View only◦ Extending functionality for power users no longer available without Design View
Configuration vs. Customization
Web Interface
SharePoint Designer GUI
HTML, CSS, XSLT,
JavaScript.NET
Web Interface Apps
HTML5, CSS,
JavaScript.NET
2010
2013
Users
Devs
What is ‘Customization’ in SharePoint
The answer depends on the audience:
Important when communicating with each group
May vary within each organization
User ‘Customization’ Lists, Libraries, (now ‘Apps’) and Views
◦ App Templates◦ Columns, metadata, fields
Options available via the browser◦ Page Layouts◦ Web Parts◦ Formatting Text and Graphics◦ Site Pages and Wiki Pages
Power Users Skillset 1
◦ Connected web parts◦ SharePoint Store apps◦ SPD Workflows
Skillset 2◦ ‘Copy/Paste Development’◦ HTML in Calculated Fields◦ Simple Client-Side Rendering (CSR/JavaScript)
‘Pro’ Developers Full range of customization options and opportunities: Some of the same, some new… LOTS of options.
◦ Farm and Sandbox Solutions◦ Apps ◦ New look and feel options◦ Advanced Client-Side Rendering (CSR) within Visual Studio solutions
SharePoint 2013 New Features Add ‘Tiles’ to the page – the Promoted Links app (see blog post)
Timeline Views, Project Summary, etc…
Themes, Branding and Style options
SharePoint Designer 2013 Expanded workflow management capabilities
◦ Out of scope for our discussion
No more Design View◦ Can still/only make changes directly to code
Simple Client Side Rendering (CSR) ◦ JavaScript editing
Design / CSS creation moves to other tools◦ Facilitated by Design Manager
Apps Overview Out-of-the-box Apps
◦ Same lists and library templates we’ve been using, with a few new ones in 2013
SharePoint App Store◦ 3rd Party Apps – Lots of potential here…
Private App Catalog◦ In-house custom developed (.NET) created apps specific to the organization◦ Custom Lists with specific views, functionality, etc.
Branding
Branding, Styles and Theming ‘Looks’
◦ Choose from pre-created Looks◦ Tweak look details and preview before applying◦ Add or Edit color palettes (at Site Collection level)◦ Deprecated: Create themes using PowerPoint
Design Manager◦ Ease of use for Dreamweaver, Notepad, others◦ Export and Import Design Package◦ Snippets
Change the Look Galleries
◦ Add New Font Schemes (XML)◦ Add New Color Palettes (XML)◦ Add Master Pages (Must be ‘15’ to show in dropdown)
Composed LooksEssentially pre-baked packages of:
◦ Master Pages◦ Background images◦ Fonts◦ Color Palettes
DemoTHEMES AND COMPOSED LOOKS
Demo - Looks Change the Look
Demo – Looks Change the Look -> Tweak a Composed Look
Demo - Looks Theme Gallery
Demo - Looks Color Palette Font Scheme
Demo - Looks Composed Looks
Demo - Looks Composed Looks
Design Manager Design Manager is NEW for 2013
Only available with Publishing enabled
Maps a network drive for 3rd party apps to integrate (Dreamweaver)◦ Uploaded files are converted to master pages◦ Snippets Wizard – configure, cut and paste
Same Master page, Page Layout, CSS relationships as earlier versions
New Display Templates
New Design Packages
Client Side Rendering
Template Evolution SharePoint 2010
◦ Data + XSL = HTML Server-side processing
SharePoint 2013◦ Data + .js = HTML Client-Side Processing
What is Client-Side Rendering (CSR)
JavaScript
HTML
CSS
Display Templates
CSR Implementation Deploy as an App
Deploy as a solution
Deploy manually and configure JS Link
Choose the implementation approach that best fits your needs.◦ “It depends”…
Simple CSR Approach Showing main components of the JS Link approach
Master Page Gallery◦ Upload your .js file◦ Must use the ‘JavaScript Display Template’ content type
Web part page◦ Web part – set the JS Link property
DemoJS LINK WEB PART PROPERTY
Demo – JS Link Before: Standard All Items view of a Custom list and columns
Demo – JS Link Create the js file – csr_overridable_demo1.js
Demo – JS Link Add the js file to the Master Page Gallery
Change the content type to JavaScript Display Template and complete fields
Demo – JS Link On the list web part, add the address to the JS Link property:
◦ ~site/_catalogs/masterpage/csr_overridable_demo1.js
Demo – JS Link After: See the updates
Notes, Trivia and Gotchas Need to know and find the internal column names
◦ Click on the column name in the List Settings page
Adding columns using the edit grid◦ Internal names created automatically
Demo 2 – JS Link Use the item context
Demo 2 – JS Link Before and After:
Simple, but just scratching the surface…
Demo 3 – JS Link Call other function
Demo 3 – JS Link Before and After:
Still simple, but going a little deeper and seeing more potential…
Demo 4 – JS Link Item override
◦ Control over how the web part is rendered, not just the individual fields
Demo 4 – JS Link Before and After:
Client-Side Rendering Recap Approaches
◦ [Crawl] Field overrides◦ [Walk] Item overrides – Includes Headers and Footers◦ [Run] PreRender and PostRender overrides
Targeting◦ BaseViewID◦ ListTemplateType
Using SharePoint Designer Can open and tweak in SharePoint Designer (SPD)
◦ Can also use Visual Studio, but Power Users likely won’t have access to VS.
Doesn’t display in the main ‘Master Pages’ site objects◦ All Files -> _catalogs -> masterpage
Form Override Notes SharePoint Designer Forms
◦ Default Forms – Use the ListFormWebPart and isn’t easily configurable. You do have JSLink and CSR Render Mode.
◦ Custom-Created Forms (SPD) – Use the DataFormWebPart and can still be edited in SPD Code View or the XSL on the Web Part properties. NO JSLink.
Display Templates◦ DispForm.aspx◦ EditForm.aspx◦ NewForm.aspx
NOTE: JSLink override won’t work if form has been edited in SPD.
Quick Recap Understand your toolset – new and existing OOB web parts and apps.
New Design Manager – Publishing Customizations
New App Model and Customization Approaches
Client-Side Rendering (CSR) – Start with JS Link◦ See what develops in the coming months: practical best practices, patterns, etc.
Try It Yourself! Play with many of these features in Office365
◦ http://office.microsoft.com/en-us/business/compare-office-for-business-plans-FX102918419.aspx ◦ I recommend the E1 plan as a test platform – but you need to Trial with something else in the ‘E’ group.
You get all the Enterprise features.
References JS Link Primer – Blog Post
http://www.idubbs.com/blog/2012/js-link-for-sharepoint-2013-web-partsa-quick-functional-primer/
Microsoft: “Use as out-of-box whenever possible…”
http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=1012
Customize a list view in apps using client-side rendering. (similar pieces to customizing list views)
http://msdn.microsoft.com/en-us/library/jj220045(v=office.15).aspx
ListTemplateType Enumeration
http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.client.listtemplatetype(v=office.15).aspx
References Creating a New Color Palette
http://www.estruyf.be/blog/creating-a-new-color-palette-for-a-sharepoint-2013-composed-look/
SharePoint 2013 First Look for Power Users – Asif Rehmani (MVP)
https://store.vook.com/storefronts/book/sharepoint-2013-first-look-for-power-users.html#.UHxqZLgo5mN
Lightning Tools – Data Viewer Web Part
http://lightningtools.com/products/data-viewer-web-part/
Thank You! Special thanks to:
◦ Raymond Mitchell @iwkid◦ Phil Jirsa @pjirsa◦ Jon Campbell (Microsoft) @MSFT_joncamp◦ Kirk Evans (Microsoft) @kaevans