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Sharepoint 2007
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Locking Down SharePoint Designer
As you know, SharePoint Designer 2007 is a powerful tool for editing SharePoint sites — so powerful, in fact, that you likely have scenarios in your organization where you want to control where and how people can use SharePoint Designer 2007. With this post, I’ll try to answer a very common question: “How can I lock down SharePoint Designer in my organization?” And I’ll try to answer the flip side of this question, which arises in an environment where SharePoint Designer has been locked down and the user asks: “Why do I see this message when I attempt to edit a site in SharePoint Designer?”
Download the Visio diagram and site template from the Office Online workflow videos
You can now download the Visio diagram and the solution shown in the series of videos "Watch this: Design a document review workflow solution". The .vsd and .stp files are available as an attachment to the blog post.
Demo: Display data from multiple sources in a single Data View
With Microsoft Office SharePoint Designer 2007, you can link two or more data sources that contain related data and then create a single Data View that displays data from those linked data sources. Watch this video and learn how.
Install updates for Microsoft Office 2007 Help
If your computer is connected to the Internet while you are using the programs in the 2007 Microsoft Office system, you already see the latest Help articles. If your computer is not connected to the Internet, you see the Help articles that were included on the 2007 Microsoft Office system CDs. If you can't connect to the Internet while you are using an Office program, you can now see the latest Help articles by downloading and installing updated Help files.
Define a workflow lookup
This article provides some conceptual information about lookups and explains how to define workflow lookups. Also find some tips on working with lookups and ensuring unique lookups.
Webcast: Building custom document workflows in SharePoint Server by using SharePoint Designer
In this video, Robin Shelton shows how to create a "Request Interview" workflow that processes resumes that are sent as e-mail attachments to a SharePoint list by external job candidates. To view the video, sign in with a Windows Live ID, and then click either the "View Online" button to stream it over the Web or the "Download" button to save it on your hard drive and view it on your desktop in Windows Media Player.
Create a custom site theme and make it available to others
What if you want to create your own theme in SharePoint and you want to distribute that theme to others in your organization? It’s possible, just not all that easy. For starters, you’ll need to log onto the server that hosts your SharePoint sites and make a few changes to the files that reside there. Additionally, you’ll need to use SharePoint Designer 2007 to modify some of the theme files and preview those changes on your site.
Subscribe to the SharePoint Designer Support team blog
We are excited to provide insight on hot and common issues, supportability, and some how-to's for SharePoint Designer. The blog is solely authored by "support" individuals, so many of our posts will be issue + solution centric.
Introduction to workflows
Workflows can help improve your team's efficiency. Learn the workflow basics here.
Create a workflow
Ready to design your first workflow? Get the steps here.
Workflow example: Route an expense report for review
Design a workflow for a form library by following the steps in this example.
Screencast: Creating Custom Workflows with the SharePoint Designer 2007
Watch this screencast to learn more about using the Workflow Designer.
MSDN Library: Developer Introduction to Workflows for Windows SharePoint Services 3.0 and SharePoint Server 2007
Are you a developer? Get a high-level overview of how Microsoft Windows SharePoint Services 3.0 implements the workflow capabilities of the Windows Workflow Foundation.
Workflow example: Send a notification message
Quickly design a workflow that sends an e-mail message to any team member when they receive an assignment. Just follow the steps in this example.
Subscribe to the SharePoint Designer team blog
Get tips and tricks and best practices for working with SharePoint Designer directly from the SharePoint Designer team.
Watch this series of demos on SharePoint Designer
This six-part demo series provides information on how you can get the most from Microsoft Office SharePoint Designer 2007.
Read Part One of this three-part series on customizing a SharePoint Server 2007 publishing site
Do you use SharePoint Designer 2007 to create and customize page layouts in a SharePoint Server 2007 publishing site? This articles gives you an overview of the page model.
Read Part Two of this three-part series on customizing a SharePoint Server 2007 publishing site
This article explains the structure of master pages, the steps to create a custom master page, and more.
Read Part Three of this three-part series on customizing a SharePoint Server 2007 publishing site
This article examines the features of a SharePoint Server 2007 publishing site from an administrative perspective, including configuring a site for anonymous access.
Screencast: Watch this demo on how to create and customize pages with SharePoint Designer 2007
Learn how to customize both master pages and content pages in a Windows SharePoint Services 3.0 site.
Presentation and demo: Building no-code SharePoint solutions
Watch this developer-oriented video from the Microsoft Office System Developers Conference 2006 on using SharePoint Designer 2007 to build no-code solutions.
Presentation and demo: Customizing the look and feel of SharePoint sites
Watch this developer-oriented video from the Microsoft Office System Developers Conference 2006 on using SharePoint Designer 2007 to customize your SharePoint sites.
MSDN Library: Create a minimal master page
This topic shows you how to create a minimal master page that includes only the minimal functionality that Office SharePoint Server 2007 requires so that you have a stable platform upon which to build your own master pages. Creating a minimal master page can help you avoid the time-consuming process of backing code out of a pre-existing .master page such as BlueBand.master, or removing functionality, and then building it back in to suit your customization needs. You can, of course, create a master page from scratch. However, we generally do not recommend this because a truly empty master page does not include all the content placeholders that the Office SharePoint Server 2007 page model needs to work correctly.
MSDN Webcast: Building Collaborative Applications Without Code Using Office SharePoint Designer 2007
Learn how to use Microsoft Office SharePoint Designer 2007 to build productive and efficient solutions on Microsoft SharePoint Products and Technologies. In this webcast, we explain how you can use SharePoint Designer 2007 to create and deploy interactive Web solutions on the SharePoint platform—without writing any code. We also describe how to build reporting and tracking applications and collaborative workflows, and show you how to customize Microsoft Windows SharePoint Services application templates.
New Application Templates for Windows SharePoint Services 3.0
Application templates are out-of-the-box custom scenarios tailored to address the needs and requirements of specific business processes or sets of tasks in organizations of any size. They can be applied to a task, such as managing a help desk or tracking a marketing campaign, to easily create a dedicated Web-based application for a more efficient and effective way of working.
Download sample master pages
Microsoft has made available a package of four sample master page sets that were built using the new CSS and Master Page editing tools in Microsoft Office SharePoint Designer 2007. The sample master pages provide a variety of instant styles ready to be applied to your SharePoint site. The download includes four master page sets; each set has a distinctive look and feel and comes in five color variations: blue, orange, red, purple, and green.
Screencast: Office Live with SharePoint Designer
SharePoint Designer 2007 is a great tool for designing, developing, and customizing your Business Applications in Office Live. In this screencast Albert Shen, a software design engineer on the Office Live team, will show you the various capabilities in SharePoint Designer and how you can use them with Office Live.
MSDN Webcast: Creating a Custom Page Layout with Microsoft Office SharePoint Server 2007
Learn how to use Microsoft Office SharePoint Designer 2007 to create custom page layouts for your publishing site in Microsoft Office SharePoint Server 2007.
Screencast: Using the Data Form Web Part in Office Live
In this Microsoft Office Live screencast, Albert Shen shows you how to use Microsoft Office SharePoint Designer 2007 to build powerful views of your business data, and integrate them into your Office Live Business Applications. The Data Form Web Part can consume data from various data sources, including SharePoint lists, SharePoint libraries, server-side scripts, RSS feeds, XML files, databases, Web services, or an aggregation of these sources. Using ASP.NET 2.0 data source controls, the Data Form Web Part retrieves data as an XML document, and then uses XSLT to transform the data for the browser.
Screencast: Office Live Workflows
In this Microsoft Office Live screencast, Albert Shen shows you how to add workflows to Office Live Business Applications using Microsoft Office SharePoint Designer 2007. Office Live is built on Microsoft Windows SharePoint Services 3.0 and, as a result, leverages the powerful new Windows Workflow Foundation. This screencast builds on the scenario in the "Using the Data Form Web Part in Office Live" screencast by automating the inventory order process with business logic and workflow.
Video: Creating a Custom Search Page and Tabs in the Search Center of SharePoint Server
This video covers two customization options that can be performed in the Search Center with Tabs: how to add custom search pages and tabs, and how to replace the XSLT for the search results with a custom XSLT. Using Microsoft Office SharePoint Designer 2007, you can use the raw XML output to create a custom XSLT. You can make use of the powerful and rich XSLT design experience in Office SharePoint Designer 2007 to generate the XSLT for the Data View Web Part. This custom XSLT can replace the default XSLT that is used by the Search Core Results Web Part. The video illustrates the different steps.
White Paper: Application Templates for Windows SharePoint Services 3.0 – Under the Hood
This white paper describes how Microsoft developed the Application Templates, identifying best practices for how to work with core capabilities within both Microsoft Windows SharePoint Services and Microsoft Office SharePoint Designer 2007, with the goal of empowering customers and partners to create their own applications.
Use the Apply Styles task pane
The Apply Styles task pane displays each style according to the rules of the style, so you can quickly identify the style you want to work with just by looking at the style's visual appearance.
Use the CSS Properties task pane
Use the CSS Properties task pane to quickly see all of the styles that the current selection in your Web page uses, the order of precedence of those styles, and all of the properties and values of those styles.
Use the Manage Styles task pane
With the Manage Styles task pane, you can apply, modify, rename, and delete styles; attach or detach external cascading style sheets (CSS); select all instances of a style; and go to the code that contains a style's rule set.
Collect data from a user in a workflow
When you design a workflow, you often want to collect information from a participant in the workflow, and then use that information for making further decisions. For example, you might want a workflow to ask a participant to review a document, and then have the workflow perform different actions depending on whether the reviewer approves or rejects the document. To accomplish this, you add the Collect Data from a User action to your workflow.
Assign a form to a group in a workflow
Your workflow can collect and store information from many people by assigning them a task to fill out a custom form. Those submitted values are stored in the Tasks list, where you can view them later. For example, each time that a document is added to your library, you might want several workflow participants to review the document and record their comments in a form. Those comments can then be viewed in the Tasks list by the owner of the document. To accomplish this, you add the Assign a Form to a Group action to your workflow.
Assign a to-do item in a workflow
When you design a workflow, you often want to assign work to a participant in the workflow. The simplest scenario is when you don't require any information from the participant — you just want to know that the work was completed so that the workflow can continue. For example, you might want several participants to review a document, but you don't need the workflow to collect their feedback or any other information; you simply want to know that the work was completed. To accomplish this, you add the Assign a To-do Item action to your workflow.
Introduction to building SharePoint applications
Microsoft has developed forty application templates for Windows SharePoint Services 3.0 to provide out-of-the-box solutions to address the needs of specific business processes, such as coordinating a Help Desk. The purpose of this article is to describe how Microsoft developed the application templates, identifying best practices for how to work with core capabilities within both Windows SharePoint Services 3.0 and Office SharePoint Designer 2007, with the goal of empowering customers and partners to create their own applications.
MSDN Video: Building Custom Activities for Use in SharePoint Designer 2007
Microsoft Office SharePoint Designer 2007 allows non-developers to create custom workflows in a straightforward way by using the workflow designer it provides. During the process, the user "glues" together different activities that represent the steps for the workflow. There are numerous activities one can use and the list is extensible. Developers can use Microsoft Visual Studio 2005 to build additional activities and deploy them, so that they are available in Office SharePoint Designer 2007.
Create a secondary workflow
This article introduces the concept of secondary workflows and provides instructions for creating one. The example workflow in this article, which is created on the Tasks list, sets the due date value for each new task that is produced by a specific workflow running on the Shared Documents library, and then sends a reminder message if the task is not complete by its due date.
Filter, sort, or group a Data View in the browser
You can add a toolbar to a Data View so that users can filter, sort, or group the data in the Data View by using the toolbar in the browser. You can also turn on filtering and sorting on column headers in a Data View, so that users can filter or sort the data by clicking the column headers, just like a list view.
Add a SharePoint list toolbar to a Data View
If your Data View uses a list or library as its data source, you can add the SharePoint list toolbar to the Data View so that you can work more effectively with the underlying list or library. The SharePoint list toolbar is the menu bar at the top of a list or library that provides various options to work with that list or library.
Change the number of records displayed in a Data View
You can change the number of records that a Data View displays in the browser. For example, you can have the Data View display all items or only a certain number of total items. You can also set up paging so that the Data View displays items in sets of a certain number. If you add paging to the Data View, you can navigate between pages in the browser. You can also change the number of records that a Data View displays in Design view, so that you can see a quick preview of how the Data View will render itself with a certain number of records.
Send e-mail in a workflow
This article shows you how to set up your workflow to send an e-mail message. It also explains how to use workflow lookups both to address the mail and to include dynamic content in the message body, including how to insert or build hyperlinks. Finally, this article shows you how to format the content of the message, along with providing other information about working with workflow-generated e-mail messages.
Troubleshoot workflow errors
This article describes how to check workflows for errors in Office SharePoint Designer 2007. You can also find troubleshooting information for workflow error messages that appear in Office SharePoint Designer 2007, and for error messages that appear in the browser for workflows created in Office SharePoint Designer 2007.
Create a workflow initiation form
You may want your workflow to collect information from the person who starts it, and then reference this information later in the workflow. You can set this up by adding custom fields to the workflow initiation form and requiring that the workflow be started manually.
Filtering and Formatting with Date Values
Whatever data source you use in your application (SharePoint list, SharePoint library, database connection, etc.), you almost certainly will need to work with date values. Displaying a date value in a Data View is a fairly simple matter; you add it as you would any other column. But filtering or conditionally formatting based on date values is a more complex capability to build. In this article, I'll show you how to build rich date-value capabilities with minimal effort.
Watch this: Design a document review workflow solution
Learn how to design a document review workflow and a custom Workflow Dashboard that shows you at a glance the status of all workflow tasks related to a specific document. This series of videos presents an end-to-end scenario, starting with the necessary site components and ending with saving the solution as a site template so that you can reuse it. Along the way, see how to design several secondary workflows and learn how to use a wide range of workflow lookups.
Get SharePoint Designer training on your desktop
Explore Microsoft Office SharePoint Designer 2007 with training from Microsoft experts, right from your desktop. Download a simple file to get the grand tour of the latest features and changes, including a deep dive on how to build sophisticated composite applications on the SharePoint platform, a thorough review of the SharePoint Workflow Designer, and an explanation of the powerful tools at your disposal to customize SharePoint sites.
SharePoint Designer 2007 Business Administrator Training
This video series shows you how to quickly and easily build complex business solutions on the SharePoint platform. Microsoft Office SharePoint Designer 2007 Business Administrator Training is a one-and-a-half hour, 300-400 level training series, produced in collaboration with the SharePoint Product Team and Total Training.
Use variables in workflows
This article introduces variables and describes the different types that are available. It also shows you how to create new variables and presents a scenario that demonstrates using variables in a workflow.
Useful Sharepoint Designer Custom Workflow Activities
The community at CodePlex has made available this project, which provides a set of custom workflow activities to make it easier to create advanced workflows with SharePoint Designer 2007.
Watch this: Run a workflow when a specific field changes
This video shows you how to create a mirror field to store the old or "before" value of a column, and then how to use conditions to ensure that the workflow runs only when a specific field changes. This video also shows you how the conditions prevent recursive workflows, commonly known as an "infinite loop."
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