Changing Welcome page

I am currently building a small internal site to store SOX documentation for the company Internal Audit group. Because they deal with outside contractors who need access to this data, we will be using something called ADAM to allow users outside of our network access to the site. They need it so that an outside user only sees the document library they have access to, with no way to go up to the top level of the site. I had initially created seperate document libraries for each year, but was told that ADAM couldnt be used to secure a library, only sites. great. So I had to make seperate sites for each library. I created each site as a blank site with no other content than a document library. I wanted to make the welcome page go directly into the library, but the Welcome page option did not display under look and Feel.

I am learning that you pretty much just NEED to turn publishing on-just do it. You won’t be able to specify the Welcome screen without it, and you gain a lot of functionality with it turned on. So I turned on publishing, set the site to open into the library, and now I am waiting to see what my technical admin has to say about how ADAM works with it.

I’m still not sure I believe him when he says you cant secure a library, but I’m just a designer, so…

Moral of story: turn Publishing features on.

Add styles to page and save as web part

Background:
Use this technique to override an existing style on the page and then save the style as a webpart that can be inserted into other pages.

How To:
The easiest way to reveal what style is affecting an area on the page is to use the reveal javascript.

Once you know what style is being affected, site > edit page

– add a Content Editor Webpart to the page. Set it to “Hidden”
– modify webpart > source
– in the source, add the style declaration:

a:link {
color:#990000;

}

Replace the above with whatever style needs to be overridden.

– save the changes and exit editing mode.

To save the webpart so it is reusable, click the edit on the webpart, and choose Export from the dropdown.

– save the webpart with a name that is descriptive in a folder.
– site > edit site settings
– if not already at the top level site, click Go to top level site settings under Site Collection Administration
– under Galleries, click Webparts
– click Upload
– browse to the saved webpart. Create a group for it to go under

Once the webpart is saved, you can add it to any web part zone throughout the site.

Reveal Styles Javascript

UPDATE: I find this script a bit intrusive. I mostly use the IE Developer Toolbar for tracking down the styles in the page-it works a lot like Firebug does in Firefox-highly recommend!

Reveal Styles Script

Background:
I got this script from a Sharepoint Solutions class-not sure if they wrote it… To help with your branding, you need to know what styles affect what. This script helps to reveal that.

How To:
Insert this script (attached as a pdf-wordpress freaked out when i published the code here) into a content editor webpart. It displays a div that shows what styles are being affected wherever you roll over with your mouse. Once you have the style information you need for the page, remove the webpart so that it is not published.

Filter Calendar View

(Updated: 3/23/2011: filter was wrong, is now correct)

Background:
So I am working on my pilot of the company intranet, and I created a corporate holidays calendar. I wanted to display on the home page only the title and date of the events that were upcoming within the next 60 days. I tried to filter by Start Date, but it doesnt display as a filterable column. I searched and found an old post with some syntax and tried it out and it worked.

How To:
If there is a calendar, and you want to create a view where only events from today up to the next 60 days (or how many days out), here is how you do it:

Add a column to your calendar. Name it “Date” and make it a calculated field. Add “Start time” to the formula, and select “add date only”. What this does is it creates a column that is filterable, because Start Date is not, and automatically populates the content of this column with the start date of the event.

Next, create a new view for the calendar, name it “Upcoming” (or whatever). Select whatever fields you would like to display. If you are creating a view to show on another page, like the home page, and you just want a quick list of upcoming events, you might want to just have title and date fields display.

Under “Filter”, select:
Date
is greater than or equal to
[Today]

and

Date
is less than or equal to
[Today]+60

What this does is tells SP to only display events with Date set to today or up to 60 days from now.

Make sure that wherever you want to see this view, you actually select this view in the View drop list.

(Update) Unless you add the second filter, the query will continue to show old posts. 3/23/2011: I had the filter set wrong, the filter should work correctly now.

Welcome to Sharepoint for Designers

This blog is dedicated to all of the designers in the world who have the unfortunate task of creating anything in SharePoint. Am I the only one who thinks SP is a bloated, awkward, hard to customize pain the butt? I am currently learning how to use it so that I can redesign my company’s intranet with it. I have taken two classes so far, and will be attending the Heather Solomon Branding Bootcamp in Houston in December. I took a customization course a few months ago and I did learn a few things. I was dissapointed that we didnt get deeper into full customizations. They focused mostly on altering existing master pages and themes. In any case, I want to share designer-related SP information, and hope the other desigenrs out there who use SP will chime in, becasue there are a bazillion SP resources, but they are all mostly developer oriented, and leave me with a rather confused look on my face.. 😉 Enjoy.