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Share List Items for All Recurring Meeting Dates on a Meeting Workspace

By default, each meeting date only displays the list and library items added for that date.  If the items entered are the same for each meeting date, then you can change a setting for the list to share those list items for all meeting dates in the recurring series.

 

1.      On the meeting workspace page, click on the list title to open the list.

2.      Click Settings, List Settings.

3.      Under General Settings, click Advanced settings.

4.      Next to Share List Items Across All Meetings (Series Items), click Yes.

 

Note:  This feature is not available for the built-in Attendees list that comes with a meeting workspace.  To get around this, create a custom list for recording users who will be attending.  You will be able to share the custom list across all meeting dates.

Change the default document type for a Document Library

When a document library is created, the default document type is Word unless it was changed at the time the library was created.  This affects the choice you have when you click the NEW button in the library to create a new document from within the library.  The template can be a blank vanilla document, or a customized template with standard elements already included such as a logo, page numbering, formulas in a spreadsheet, or corporate formatting for company presentations.

1.     Open application to create new default document type.  Save the file (blank or document with page numbering, logo, etc.) somewhere easy to remember

2.     Open the Library.

3.     Choose Actions, Open with Windows Explorer.

4.     Browse to the file created in step A.

5.     Right-click on the file, choose Copy.

6.     Click the Back button until you return to the library, and then click the “Forms” folder to open it.

7.     Right-click in a blank area in the folder window, and then choose Paste.

8.     Close Windows Explorer and return to the document library on the site.

9.     Choose Settings, Document Library Settings.

10.   Under General Settings, click Advanced settings.

11.   In the Document Template section, type the address of your custom template in the Template URL box. The location is the Web address of the template on the SharePoint site, relative to the name of the site. For example, if your template is called CompanyPresentation.ppt, and you add it to the Forms folder of the Shared Documents library, you type:

 /Shared Documents/Forms/ CompanyPresentation.ppt

NOTE:  If the document library has content types, then you must change the default document type for each content type.

Working with Sharepoint Calculated Columns
 
Watch this video to see an example of using a Calculated Column to create a text formula for combining values from two columns.
 
Managing the tabs in the top link bar  (WSS)

You have the option to change the tab names, the order of the tabs, remove tabs, and add tabs that link to subsites, pages, lists or libraries. Here is what the original top link bar looks like that I will be working with in the following examples:

 

Top Link Bar page
You manage the top link bar using the Top Link Bar page. To access the page:

1.     If necessary, navigate to the site where you want to change the top link bar.
2.    Choose Site Actions, Site Settings.
3.    In the Look and Feel section, select Top Link Bar. The following screen displays:

 

Delete or Change the name of a tab
In this example I will rename the tab currently IT to Information Technologies.

1.    From the Top Link Bar screen, click the edit icon next to the tab name.  
2.    Type the new name in the description box, choose OK.
This is also where you can delete a tab from the top link bar.

 

Change the order of the tabs

In this example I will re-order the tabs, switching the position of Accounting and Sales.

1.    From the Top Link Bar screen, select Change Order.

2.    Using the Link Order lists, change the order, with 1 being the leftmost tab.

 

Add a new tab

In this example I will add a link to a wiki library used as a SharePoint "how to" knowledge base.

1.    First, you will need to copy the URL to the wiki.

2.    From the Top Link Bar screen, select New Link.

3.    Paste the URL in the Web Address box.

4.    Type a name for the tab in the Description box, click OK. The new tab is added to the top link bar.    

Automatically generate a unique number for items in a list

SharePoint lists come with a default column named "ID" that automatically generates a unique number for each item added to a list. You just may not be aware it exists because it is not displayed with any of the default list views, and it doesn't appear in the columns list in the list settings screen.

To display the ID column with your list, from the list screen, select Modify this view.

In the Columns section, the checked columns are currently displayed in the list view. Locate and check the box next to the ID column. If you would like the ID numbers to be the first column on the left side of the list, then change the number next to ID to "1".

After selecting OK and returning to the list, the ID column will display with the list.

Just a note to keep in mind, if you delete an item from the list, the ID number goes with it. SharePoint will not reuse a number that has been deleted, as in this example where item 13 was deleted.

Create a filtered view for a list to show the last 30 days

 

In this example, I have a list of product update documents with a date column titled Update. When I view this list, I only want to see updates for the last 30 days. I will accomplish this by creating a view that uses the date field titled Update as a filter to only show the most recent 30 days of activity.

Here is what the list looks like before creating this filtered view.

 

Creating the View

  1. From the list screen, choose Settings, Create View.
  2. Choose the view format, for this example I have selected Standard View.
  3. Enter a name, check the box to make this the default view if desired, select the columns to display and sort order.
  4. In the Filter section, for "Show the items when column" choose the column containing the dates.
  5. From the operator list, select "Is less than or equal to"
  6. In the value box type [today]
  7. Select "And"
  8. For "When column" again select the column containing the dates.
  9. From the operator list, select "Is greater than or equal to"
  10. In the value box type [today]-30. The filter section should look like the example pictured:

11.  Select any other options for the view, and then choose OK.

 

This is how the list looks with the new view applied:

How to insert an iFrame into a SharePoint web page
  1. Insert a Content Editor web part on the page.
  2. After choosing Modify the Shared Web Part, choose Source Editor in the tool pane.
  3. Type or Copy/Paste the iFrame code in the window as pictured here, then choose Save, then OK

  4. The iFrame content displays in the Content Editor web part.

Work with SharePoint Calendars in Outlook

 

You can view and update a SharePoint Calendar from Outlook 2007. From the SharePoint calendar window choose Actions, then Connect to Outlook. Outlook will ask if it's OK to link to the SharePoint calendar. After choosing OK, Outlook displays with your personal calendar and the SharePoint calendar side-by-side. This provides an easy way to prevent potential event and resource scheduling conflicts.

Use the Overlay button to view the two calendars as one.

You can update the SharePoint calendar from Outlook either by entering events directly on the calendar or by dragging events from your personal calendar to the SharePoint calendar. Outlook will synchronize your changes so the changes you made will appear on the SharePoint site. Also, changes made to the Calendar in SharePoint will be synchronized with the calendar in Outlook.

 

 

Make links in a links list open in new window

Instead of using the standard Links web part, add the Summary Link Web Part that comes with MOSS.

Choose Site Actions, Edit Page, click Add Web Part button, choose Summary Link Web Part, Add.

 

Select New Link to add a link.

 

Fill in the applicable information, making sure to check the box "Open link in new window".

 

When finished, select Exit Edit Mode.

 

In the future, to add links click the web part menu button, choose Modify Shared Web Part.

Create a hyperlink to a SharePoint online form

In this example, I will create a hyperlink to a service request form. The hyperlink can be from text or an image, and I will be using an image (MOSS only).

 

1.  Insert a Content Editor web part and edit it using the Rich Text Editor.

 

2.  Type any text you want to display.

3.  Position cursor where you want the image inserted, then click on the Insert Picture icon.

 

4.  Click the Browse button to select the image, choose OK.

 

To hyperlink the image to a blank request form, you first need to get the address to a new form.

5.  Navigate to the list, and click the New button. Copy the address from the Address bar.

 

6.  Return to the Content Editor web part, and edit it using the Rich Text Editor.

7.  Select the image, then click on the Insert Hyperlink button.

 

8.  Paste the URL to the online form in the address box.

9.  Choose OK until you return to the web page.

Now when you click on the image a new form will open.

 

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