How do modify a form on a sharepoint site? - sharepoint

I have a task that I need to perform for a friend as a favor, to modify some forms on a MOSS/Sharepoint site to add some javascript to each form for some SEO tracking purposes.
I've had a little bit of exposure to Sharepoint, but it is mostly by using the Sharepoint Designer 2007 tool.
I am able to navigate to the site, and I can see the content in Sharepoint Designer. However, I am not able to see the forms, and I'm a bit stuck.
Here is an example of a form that I need to modify:
http://www.MY_SITE_GOES_HERE.com/forms/covg_order.aspx
I've read a little online, but I'm stuck. I don't know if these are infopath forms or what. I just need to modify the forms.
Is there a simple answer to this problem? Or a good resource to get up to speed quickly for this task?
I'm not a sharepoint expert, so thank you in advance for answering a simple question.

While hardly the simplest approach, but since this is a developer site, I would recommend creating a DelegateControl to add to your site. Using DelegateControls has several benefits, for example:
the ability to selectively activate and deactivate the controls through features
no need to modify any out-of-the-box files which would break supportability
ability to output different content on a page-by-page basis
You can opt to use one of the DelegateControls of the default master pages if you need to deploy to an existing site based on one of the default site definitions. The AdditionalPageHead is a favorite among developers, as it allows multiple overrides to be active at the same time.
If you want to create your own master pages you can add DelegateControls as you like.
If you want to learn more about DelegateControls you can check out the first issue of Understanding SharePoint Journal (Disclaimer: I wrote that issue). Also, check out the MSDN article on How to customize a Delegate Control.
.b

you can also check PowerForms which is a silverlight webpart that fully customizes sharepoint forms. You can add business logic in forms using custom assemblies and a lot other advanced tasks. Give it a try, i think it will solve a lot of problems.
http://www.bpc.gr/powerforms

You have a couple of options here:
If you need to add a unique code, like Google analytics you should probably deploy your code to the master page.
In case you need to customize forms for lists you will have to do it with SharePoint designer. In that case you will find EditItem.aspx and NewItem.aspx with SharePoint Designer pages or any other custom page. Open SPD, locate your list, expand it, look for Forms subfolder and you will find all the forms there.

Microsoft Office SharePoint Designer is now free, as of 1-Apr-2009. It's a good tool, not only for modifying individual pages, but for entire sites.

Related

I want to implement SharePoint, but I want to design it my way

I am aware of a program called "SharePoint Designer 20xx), and I would like to know if any of you have modified the default master page to make it.. less confusing and more simplistic. Can this be however I want it or is there limitations?
I also found this:
http://www.expertsharepointconsulting.com/images/Blue%20Large.PNG
I would like to implement a design similar to this! If I were to download a "Free sharepoint master page", would this design only work for the main page of SharePoint? as in if I were to go from the newly added masterpage, to a page called "reports", would it be completely different? If so how can I get around this?
You can create customized masterpages whichever way you want. Usually you don't touch the default ones, specially because you can break some system pages with that. Just create new ones from them or from the minimum.master one.
As an example of a Sharepoint Website using a very customized master page I can point you to a publishing website project I was involved for a Portuguese company: http://www.ana.pt/en-US/Pages/Homepage.aspx
It's all Sharepoint 2010...and it is fully customized
You can of course use the same template for all pages, just have to set it on the root site and say that all sub sites inherit from it.
To achieve the level of design changes you see on that web site you have to build new master pages, page layouts, use JS, CSS and user controls (the website uses little to no web parts).
we don't use Sharepoint designer because that would mean the files becoming unghosted, which can be pain sometimes, and sharepoint designer is not a very good tool.
The way we do it is by implementing everything on visual studio and deploying it via WSP packages. This way everything stays ghosted on the file system. You can check an example here:
http://mihirsharepoint.wordpress.com/2012/11/23/creating-custom-master-page-in-visual-studio-and-deploy-it-to-the-sharepoint-site/

SharePoint 2007/2010

I'm a developer with 5 years of MCMS development and without a single know how with SharePoint.
I want to use the CMS capabilities of Sharepoint to migrate my applications but I DONT KNOW HOW TO START!!!!!!
In my actual projects i have a Visual Studio solution with all my code, my templates and my usercontrols...
I cannot see how can i do the same thing with Sharepoint :(
I want to customise my site like i did before, i want to create pages based on templates like i did before.
Anyone knows where i can find a walkthrough that explains me that?
Thank U All.
Unfortunately I think you are going to have to learn SharePoint. Even the WCM features are a big topic, and probably the best book is Andrew Connell's "SharePoint 2007 Web Content Management Development" - I don't think a 2010 version is available yet. The good news is that I think the MCMS product had a big influence on how the SharePoint WCM features were architected, so the underlying principles will be similar.
SharePoint 2010 has a Visual Web Part that will encapsulate a user control which might make the transition easier. Also see my answer to this question about converting an ASP.NET site to SharePoint which might have some relevant information.
Most of the information about converting from MCMS to SharePoint is for the 2007 version of the product. This two-part article on MSDN seems to be the best starting point.
I cannot see how can i do the same thing with Sharepoint :( I want to customise my site like i did before, i want to create pages based on templates like i did before.
Problem is, SharePoint is not MCMS, no matter how Microsoft tries to brand it as its successor.
Creating sites in SharePoint is almost opposite of how things we were done in MCMS were you build from the ground up using ASPX templates, user controls and placeholders. In SharePoint, you'll have to strip out most of the OOB stuff you don't need. The recommended approach to custom development is through web parts, CAML, and the SharePoint APIs.

Sharepoint: Modify the page template of views

I have a sharepoint list with several views. I can modify the view pages (such as AllItems.aspx) via the sharepoint designer. However I would prefer to modify the underlying template instead.
Now I could directly modify the default view page template located in templates\pages\viewpage.aspx but this would affect the whole sharepoint installation.
I would rather make a copy of this template and make my list (or views) point to it. Is there a way I can accomplish this?
Note: The list/views were created via the Web UI without any custom XML.
Check out this blog:
http://weblogs.asp.net/soever/archive/2006/11/11/SharePoint-Solution-Generator-2D00-part-1_3A00_-create-a-site-definition-from-an-existing-site.aspx
Basically, use the sharepoint solution generator to create a VS solution of your SharePoint list. The solution will contain a file called schema.xml that defines the list and associated views. You can then customize the aspx pages like viewlist.aspx and point the schema at your custom pages. When you deploy the solution/feature it will deploy your custom pages with it.
There's really a wealth of info out on the internets, it's just difficult to find when you don't know what you're looking for. But this should get you started in the right direction.
Also, in my experience, once you create the solution you should port it (read: copy teh contents) into an STSDEV project. STSDEV really shows you what's happening behind the scenes, whereas the other VS tools for SP development can do some hand-waving magic which will leave you in the dark when things go wrong. Just my 2 cents.

MOSS 2007: Displaying data from SQL Server Database

I have a requirement to select some data from a table in a database (SQL Server) and display it on a page in a SharePoint site (MOSS 2007).
I have a little bit of experience of MOSS, so I know I have a couple of options:
BDC
SSRS
or possibily even a custom ASPX page.
I've never really worked with any of these. Can anyone advise on the +/-'s of each?
It all depends on what functionality is required once the table is displayed in SharePoint. Do you need extra bells and whistles or is a dump of the data adequate? (Think about the future as well.) Here's some thoughts...
Business Data Catalog (BDC)
If you want to nicely integrate the SharePoint look and feel with your data as well as get some cool functionality, BDC is a good solution. There is no need to program anything and these are the features you get. However if this data will only be used once in one way then it is probably overkill.
You would need to roll your own XML description of the data so SharePoint knows how to pull it from the database (or use something third party like Lightning Tools). As Colin mentioned it requires the Enterprise license of MOSS.
SQL Server Reporting Services (SSRS)
If Reporting Services is already available for use then this is the quickest and simplest solution. It works well but can get painful as more advanced features are required in your reports.
You should be able to use the Report Designer wizard to point to your table and set everything up for you. There are SSRS web parts that can be used within SharePoint, or indeed you can run SSRS inside SharePoint using SharePoint integration mode.
Application Page
This method Steven mentioned lets you integrate an ASP.NET application into SharePoint (such that it can be accessible by a URL within your SharePoint site). This allows anything that ASP.NET does, and the code-behind will be aware of SharePoint so you can tap into that if needed as well. The cons here are code access security and deployment.
See this webcast for how to do it.
Web Part
Similar to developing an application page but much more integrated with SharePoint. A custom web part is very powerful and allows you to integrate ASP.NET code on a SharePoint page. As you would know web parts can be dragged to whatever location and give a consistent properties pane. Again, code access security and deployment needs to be considered.
If you like designer view in Visual Studio then be aware this isn't the approach that Microsoft push. You can however use something like SmartPart where you would develop your custom app as a user control and the SmartPart wraps it into a web part. I'm used to doing it the MS way now and actually prefer the additional control this gives, however it can take more time.
Page Viewer Web Part
If you don't want to touch your SharePoint installation at all then have a look at this web part. It takes a URL as parameter and displays an IFrame containing the page that would be your report, either in SSRS or standard ASP.NET.
The downside from this lack of integration is problems with sizing the IFrame, and possible security warnings from the browser if accessing the URL in a different domain.
Don't forget the DataView Webpart. It has a pretty small developement footprint and works really well as a first "cut" if you are unsure as to how hardcore you need the final result to be.
It renders using XSLT, giving you full control of the final HTML, so it can do some pretty things with Javascript and co.
For a very simple example of charting.
Have you ever used the .NET Framework do develop webpages?
MOSS 2007 uses this framework for master / template files.
So your best choice would be to create an ASPX template file to display the results on the webpage.
BDC is the way to go if you want to keep it "strictly Sharepoint". The problem is, it is only included in the Enterprise edition of SharePoint. If you have the Standard edition, you could go for SSRS and the SSRS webpart, or, create your own webpart. That way you can use your data display anywhere in your site and it's also ASP.NET compatible.
As Nat said - if all that is needed is to display some data from a database on a page - the DVWP is a great solution. Just open your page in SharePoint Designer, add the database connection, and drop the web part on your page. You can use any of the several pre-formatted layouts, or design/tweak your own so the data is displayed as you need.
Relatively straightforward, lots of HowTos online, and far faster/easier to setup than something like BDC.

Best practice for redesigning a SharePoint site

Basically need to use SharePoint (because we promote MS yay!) as a content management system for an internet facing site.
How do I get rid of the default SharePoint look and feel and make it look like however I want it to?
I know the process involves creating a new masterpage with SharePoint Designer. However I prefer to code webpages rather than use a visual editor. Is this possible? Do I need knowledge of .NET?
Just check out ferrari.com for a very well made redesign of a SharePoint site.
Heather Solomon's Branding SharePoint series would be a good place to start. There's a lot you can do just with CSS, JS and HTML, but the most complete solutions (like Ferrari) require some pretty extensive customization with .NET and other SharePoint development techniques (features and delegate controls, in particular).
Your branding effort will be a lot easier if you only need to heavily brand the public-facing "publishing pages", from which you can remove most of the SharePoint-specific elements that make branding difficult.
Also, SharePoint Designer has a source view if you don't like the visual editor.
Yes it is possible to make it look like however you want it to (as you've seen from the Ferrari site). However to create that sort of site takes a lot of work.
Microsoft recommend the use of SharePoint Designer for 'designing' pages and layouts. However changing their behaviour almost always needs Visual Studio and development in .NET. You can largely avoid SharePoint Designer (which may worth considering as it can be a PITA) with an open source tool such as SPVisualDev. Use this with WSPBuilder for packaging your solutions (and avoid VSeWSS where possible).
Considering it sounds like you're just getting started, be aware this is a big topic with a reasonable learning curve. Read a good book on the topic such as Professional SharePoint 2007 Web Content Management Development: Building Publishing Sites with Office SharePoint Server 2007 by Andrew Connell. It takes you through most things you will encounter from the ground up.
I'm working my way through Real World Branding by Andrew Connell at the moment. It seems like a good demonstration, with code.
Plus the Heather Solomon articles as suggested by dahlbyk are always informative.
Just changing the theme, or creating a custom theme for the site, can go a long way towards making SharePoint look a lot better. It's also a lot less intensive then changing the master pages.
How to create a theme
How to deploy a theme
Example customization you can do with just CSS
Does the EULA allow you to disguise the fact that it's MS software?
Remember, you didn't buy the software, you're just paying for the privilege of using it.

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