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SharePoint 2010“The Art of Possibilities”

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Sites

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ListsCustom List – Petty Cash

List & Column Validation

Create Term Store – ESPN Offices (sp_admin)Create Term Set – Office LocationsCreate Site column – Office

Managed Metadata – Office LocationCreate Custom List – named Regions

Rename Title – RegionRequired – YesEnforce - Yes

Create Custom List – named Petty CashRename Title – EmployeeCreate Lookup to Region – Region fieldAmount Disbursed – CurrencyActual Exp Amount – CurrencySave ListVariance – Calculated –(Actual – Disbursed)as CurrencyAdd Site Column – Office

Reorder columnsColumn ValidationAmount Disbursed

=AND(([Amount Disbursed]<200),([Amount Disbursed]>0))Amount must be between $0 and $200

Actual Exp Amount=[Actual Exp Amount]>0Amount must be greater than $0

List Validation=[Amount Disbursed]>[Actual Exp Amount]Disbursed amount must be greater than Actual Expense amount

Create View – set a defaultDisplay / Order columns

Emp, Office, Region, AmtDis, ExpAmt, VarSort by Office, then by EmployeeGroup by RegionTotal Actual Exp Amount

Edit page in SPD – remove sum – right alignSave as Template

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LibrariesDocument Library

Create Document Library – named Project MaterialCreate 2 folders – Estimates & ProposalsCreate a new column – Choice

Estimate, Proposal, Support File, ContractUpload files in library and a folderAdvanced settings – folder / searchMetadata navigationCreate Views – Proposals / EstimatesFilter / FoldersSave as Template

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Content TypesCreate 3 RFP Files (proposal, estimate, presentation)Create Content Types

Estimate – add column – Task Status (req)Proposal – add Column – Manager – people (req)

Add Content Types to Project Material LibraryChange Order and Default

Add in a few documentsCreate associated ViewsCreate Document Set – RFP’s

Add Site Columns – Office and CompanyDocument Set Settings

Add RFP docs (3)Add FilesRemove DocumentShare Office and CompanyWelcome Page – Office and Company

Add to Project Material LibraryCreate View – Set as Default – Task Status & ManagerCreate new Document SetShow Versioning

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Pages – Standards by Region

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Standards by Region

• Create a custom list – Regions• Add 4 regions – Northeast, etc.

• Create an announcement list – named Standards• In settings of Standard list – change name of Body to Standard• Add a column name Region as a lookup column to the Region list – use Title field• Add 4 items – associate 2 items to Northeast, 1 to Southeast, and 1 to Northwest

• Create a Web Part Page – Header, Left column and Body• Name as Brand Standards• Save in Site Pages

• In left column add 2 web parts • Content Editor – to store link to page• Regions list – to filter Standards list by

• In Body area add 1 web part• Standard list

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Standards by Region

• Modify web parts• Content Editor

• Type in “Clear Filters”• Select this text and select Link from the Insert tab

• Select From SharePoint• Select the Brand Standard page in Site Pages

• Edit Web Part• Appearance – Chrome Type – None

• Standards list• Edit Web Part• Toolbar type – No Toolbar• Edit the current view

• Uncheck all columns except Standard• Select the Newsletter style

• Region list• Edit Web Part

• Toolbar type – No Toolbar• Appearance – Title = Select a Region:• Appearance – Width = 200px• Miscellaneous – Uncheck Send 1st row to connected

web part

• Connect Web Parts• Edit Page• Region List

• Select Web Part Menu• Select Connections• Select Send Row of Data to• Select Standards

• Configure Connection• Provider = Title• Consumer = Region

• Finish

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Pages - Excel / Chart Web Parts

Create Excel spreadsheet – create pivot table – remember the name of PivotTableUpload to Document LibraryCreate new Web Parts Page – 1 column – Site PagesAdd Excel Web Services Web Part – attach to XLS file (copy URL), enter name of Pivot Table

Add the Chart Web Part Connect to Excel services – paste in URL to xls fileRange: Sheet4!$A$3:$B$7Verify it looks correct – NEXTAppearance – 3d – Pie - OK

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Pages - CQWP• Create Content type – OGC – New Employee – New Group – Organization

• Remove Body column• Add from existing Site Column – Roll-up Image• Create new site column – Details – Multi-line – plain text• Set Column order

• Create Custom List – New Employees• Settings – Adv – Allow Management of CT’s• Add existing CT – New Employee• Set as Default

• Modify Default View • Show Title, Details and expires

• Upload 4 images into Site Assets (OGC)• Add 3 records into the New Employee list• On Home Page

• Remove image and table, clear HTML• Add CQWP – configure – custom list, Organization , New Employee , Filter >=[Today]• Presentation – Fixed Image Size, CLEAR OUT URL PATH, replace Comments; with Details;• Appearance – change title of Web part

• Template New Employee List• Create New Team Site• Create New Employee list in new Team Site

• Add a record

• Go to OGC Home• See newly added employee

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Security

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Privileges

Add Item View Item Delete Item Edit Item Approve Item

Permissions

Full Control Contributor Read View Design

Groups

Owners Members Visitors

USERS

SharePoint Site Security

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WorkflowContract

Upload

Workflow

When finished with changesPublish Major Version

Done

Once all Tasks are completed

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Workflows• Create New Document Library

• Named Contracts – with Versioning• Library Settings –

• Versioning – Major and Minor• Require Content approval

• Add a Workflow – All• Approval – SharePoint 2010• Fill-in accordingly

• Upload a file to the library• Notice Status is Draft• Publish a Major Version• Start Workflow• Notice Status is Pending• Notice Approval Process is In Progress

• Navigate to Tasks list• Open and Approve the Task• Notice 2nd task is triggered• Open and Approve the 2nd task

• Navigate to Contracts library• Notice Status is Approved • Notice Approval Process is Approved• Click on Approval Process “Approved”

to see Workflow History

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Workflows