Saturday, January 30, 2010

Master Page for SharePoint 2010

I want to share a project in CodePlex of Randy Drisgill where you can find 2 master page for SharePoint 2010. StarterMasterPage

 Project CodePlex

Fabián Imaz

Monday, January 11, 2010

Custom form with InfoPath 2010 to create and edit element in SharePoint 2010

In this post I want to share a feature that I liked because we could create a custom form quickly using InfoPath 2010 to create or edit items in a list.
Once we are in the list in the Ribbon, we have an icon to access the functionality as we can see in image 1.

[Image 1]
1_Ribon_Lista

The client InfoPath 2010 installed in the machine that we are working will be opened by SharePoint when we selected the link and a design view will be opened with a default form loaded, as we can see in image 2.

[Image 2]
2_Infopath_Fomulario_Edicion

Now we have the features of InfoPath 2010 to modify or create our form as needed. In image 3 we can see our form modified.

[Image 3]
3_Formulario_Moficado

Well, now we need to publish our form in SharePoint 2010 but before to do that we need remember that the form will be publish in “Forms Services” and the functionalities that we can use are less than if we are creating a standard form.
To publish our form we must access to the “File” section, once there we are going to select the options “Quick Publish” as we can see in image 4.

[Image 4]
4_Publicando_Formulario

As we have opened the form from the list, we haven't loaded anything to publish it. Once the process finish should see a message, as we can see in image 5, saying that the process is ok.

[Image 5]
5_Formulario_Publicado

In image 6 we can see our form using to add a new element in the list.

[Image 6]
6_Creando_Elemento_En_Lista

In image 7 we can see our form but in this case is being used to edit an element in the list.

[Image 7]
7_Editando_Elemento_En_Lista

If we want to use the default form of SharePoint 2010 again, we must go to the setting of the list and select the option “Form Settings”. In this option we should select the option “Use the default SharePoint Form” and if we want delete the InfoPath form we must check the second option, as we can see in image 8.

[Image 8]
8_Borrando_Configuración_Infopath

Fabián Imaz

Sunday, January 10, 2010

New features in lists of SharePoint 2010

We are going to see the news things that the lists have in SharePoint 2010. These features weren’t in the last version and if we want have one of them we must develop it.
The first thing that I want to share is the new modal popup that SharePoint 2010 open when we are going to create a new element and this functionality was did in Silverlight and we have all options to create lists, sites, pages and more as we can see in Image 1.

[Image 1]
1_Create_List_Page

Once we loaded the information to create the list, SharePoint 2010 going to home page of the list as we can see in Image 2. Here we can see the new toolbar, Ribbon.

[Image 2]
2_Ribon_ToolBar

In the new toolbar we found all functionalities of the list and one of them is the link to go to list settings. In image 3 we can see the setting page of the list.

[Image 3]
3_Opciones_de_Configuracion

In this article we are going to see 3 news features of the list and one of them I will do a dedicate post because this feature is very interesting, “form settings”.
The first thing that I want to share is the new settings incorporated in the custom filed configuration. One of them is the capability to have a field where the values are unique, in image 4 we can see how we can set this option in the custom field.

[Image 4]
4_Creacion_Columna_Unique

One of the new features that SharePoint 2010 has released in the UI is the modal popup. When we are going to create a new item in the list, a modal popup is opened to load the information for the item. If we load a value in the field with the same value saved before, SharePoint shows a notification saying the value already exists as we can see in Image 5.

[Image 5]
5_Validation_Field_Unique

Other important feature is the possibility to have a custom validation for the field. This validation is based in a formula and will be fired when we try to save the item in the list as we can see in Image 6.

[Image 6]
6_Creacion_Columna

In Image 7 we can see the notification loaded in the configuration of the field and is shows when the formula is true.

[Image 7]
7_Validation_Field

Other new feature in the list is the “Validation Settings” where we can create a formula to validate the item. In this validation we can use all fields created in the list to create a formula and set a custom error message as we can see in Image 8.

[Image 8]
8_Creating_Validation_For_The_List

When we try to save the item in the list the validation will be execute and SharePoint 2010 shows our custom message is the formula is true as we can see in image 9.

[Image 9]
 9_Validation_For_The_List

The last feature that I want to share is the possibility to add a ranking field to each item on the list. To configure it we must access to setting of the list and to select the option “Rating Settings”. In this section we must select the option “Yes” and a new field will be added to the list, in Image 10 we can see the configuration section of the list.

[Image 10]

10_Settings_Rating_In_Itmes_Of_The_List

In the image 11 we can see the new field added to the list and this field have a multiple starts to rate the item.

[Image 11]
11_Ratint_In_Items_Of_The_List

Fabián Imaz