My Sharepoint Learnings

At times it is required to have the option to save a copy of a document uploaded in SharePoint document library, in a page or a webpart. The url to get the save option for a doc is - http:// site /_layouts/download.aspx?SourceUrl= url-of-document-in-library Change the bold text with the actual url, i.e., with the site url and the url to the doc in the doc library. For example, if the site is www.contso.com and the doc "Test" is uploaded in SiteAssets library, the url to save a copy would be - http://contso.com/_layouts/download.aspx?SourceUrl=http://contso.com/SiteAssets/Test.docx

Best bets in Sharepoint 2010 are changed to promoted results in SharePoint 2013. The links added in promoted results are shown above the ranked results. For example, if the 'Office Policies' doc has to be displayed on top, whenever the user types in 'Office', the link to the doc is provided in promoted results. The user would be able to see the doc link on top of the ranked results. The below steps show how to configure promoted results at a site collection level Go to Site settings - Site Collection Administration - Search Query Rules In the Manage Query Rules window, select Local SharePoint Result from the drop-down of context. Then click on the New Query rule and provide the following information. Rule Name Query Matches Keyword: The keyword for which the promoted link is to be added is given. More than one keyword can be given. For e.g. office; policies. Click on Add Promoted results and add the following information in the modal window and save Title: T

When a new document is added to the doc library, a task email is sent to the approvers to review the doc. The due date for the task can be set in the workflow. If one of the approvers, approves the doc, the workflow is ended. Go to the document library, and from the ribbon, click on Workflow settings – Add a workflow In Add a workflow page, select Approval workflow and enter a name for the workflow Note – The out of box workflows are of SharePoint 2010 template. To use SharePoint 2013 template, the workflow has to be created with SharePoint Designer 2013. Also, if there are no approval workflow templates, go to Site Settings – Site collection features and activate Workflow. Set the workflow to be started manually and when an item is created. As approvers, a person or group can be set. If there is more than one stage of approval, a new stage can be added and the action can be set to follow the parallel or serial sequence. In parallel sequence, the approval stages will happen to

In case you are not able to open the list forms from the ribbon, to customize the New/Edit/View forms, the same can be done from the gear icon   As seen in the figure below, the Form webpart control is disabled in the ribbon To open, say New form in edit mode, in the url, replace 'AllItems.apsx' with 'NewForm.aspx' Then go to the gear icon in the ribbon and click on the Edit page. Now the NewForm.aspx can be customized.

SharePoint 2010 has Task list template which can be used to track project work. The task list can be used to create task, assign task and track the task completion. When a project starts, it can be divided into various stages/tasks and each task can be assigned to a person with start and end dates. Each task may have sub-tasks also. A project is a collection of all the tasks, sub-tasks required to attain the output. The output can be a completed product, end-service etc. To create a project task list in SharePoint site, click on Site Actions, then click on View All Site Content and click Create. Click on List and select Project Tasks. Enter the Name for the project task list. Once the list is created, the user or manager can enter the task in the list. A task usually contains the Task Name, Start date, End date and Task Status. If the projects is done in various phases and there are inter-dependence between the phases, larger tasks for each phase, can be created. The larger tasks know

Open the SharePoint Online site and upload the required ppt in Site Assets or any doc library. The ppt can be dragged and dropped to the library also. After the ppt is uploaded, click on the ... next to the ppt and click on Share Under Invite People, enter Everyone and uncheck Require Sign-in and click on Share Again click on ... and then click on guest link in 'Open to anyone with a guest link' Copy the url and open it in the browser. Click on File - Share - Embed Select the required dimension from the preview. Copy and save the code. Open the page where the ppt has to be displayed. Edit the page and click on embed code and paste the code. The ppt would be displayed on the page and the user can view it directly.