Skip to main content

Toolbox

Go Search
CCResearch
Toolbox Home
  

CCResearch > Toolbox
SharePoint tools Add New Toolbox Item
Create an InfoPath form to collect information from users
Microsoft Office InfoPath allows you to create a form and display it through SharePoint so users can enter information into the form in their browser, without the need for the InfoPath desktop ap...

How to use a Content Query Web Part
A Content Query Web Part is used to display a dynamic view into the content on your site. You can add in a Content Query Web Part anywhere you can add a web part on your site. Once you've inserte...

Creating an online "database" from an Excel spreadsheet
If you have an Excel spreadsheet that you use that sits on your desktop and you want to use it within SharePoint, SharePoint will help you create an "online database" or custom list to ...

Set alerts for yourself and others
In SharePoint you can set an alert from any list or document library to let yourself and others know when a variety of things have happened. Common actions include receiving an alert when items c...

Make your own KPI
Here's a simplified way of creating your own KPI to display a red, yellow and green icon showing the status of remaining inventory (or any number) in comparison to a threshold value.
...

Initiate Discussion (Blog Post) from a List Item
Introduction:
When you create a list item (document, InfoPath form, custom list, etc.) you may want to help users facilitate a discussion about the item.

SharePoint Toolbox
A SharePoint Toolbox is a place to compile all of the SharePoint tools a group has created. Users can browse the list of tools when looking for a solution to a particular need, or just see what h...

Create an InfoPath form to collect information from users
Microsoft Office InfoPath allows you to create a form and display it through SharePoint so users can enter information into the form in their browser, without the need for the InfoPath desktop ap...
View Examples | View Comments

How to use a Content Query Web Part
A Content Query Web Part is used to display a dynamic view into the content on your site. You can add in a Content Query Web Part anywhere you can add a web part on your site. Once you've inserte...
View Examples | View Comments

Creating an online "database" from an Excel spreadsheet
If you have an Excel spreadsheet that you use that sits on your desktop and you want to use it within SharePoint, SharePoint will help you create an "online database" or custom list to ...
View Examples | View Comments

Set alerts for yourself and others
In SharePoint you can set an alert from any list or document library to let yourself and others know when a variety of things have happened. Common actions include receiving an alert when items c...
View Examples | View Comments

Make your own KPI
Here's a simplified way of creating your own KPI to display a red, yellow and green icon showing the status of remaining inventory (or any number) in comparison to a threshold value.
...
View Examples | View Comments

Initiate Discussion (Blog Post) from a List Item
Introduction:
When you create a list item (document, InfoPath form, custom list, etc.) you may want to help users facilitate a discussion about the item.

SharePoint Toolbox
A SharePoint Toolbox is a place to compile all of the SharePoint tools a group has created. Users can browse the list of tools when looking for a solution to a particular need, or just see what h...
View Examples | View Comments

 ‭(Hidden)‬ Toolbox ‭[1]‬

Sort by AttachmentsUse SHIFT+ENTER to open the menu (new window).
AbstractFilter
SharePoint ToolboxUse SHIFT+ENTER to open the menu (new window).
A SharePoint Toolbox is a place to compile all of the SharePoint tools a group has created. Users can browse the list of tools when looking for a solution to a particular need, or just see what has been done by other users that they might also find useful. Toolbox items can have specific examples, or be more generic. A detailed abstract should be included to properly explain each tool, as well as detailed documentation showing how the tool was created.
View ExamplesView Comments
Initiate Discussion (Blog Post) from a List ItemUse SHIFT+ENTER to open the menu (new window).
Introduction:
When you create a list item (document, InfoPath form, custom list, etc.) you may want to help users facilitate a discussion about the item.
 
There are multiple ways to do this.  One way is to create a Blog Post whenever a list item is created using a SharePoint Designer (SPD) workflow.  A blog post was chosen because the SPD workflow could not completely create a Discussion item.
 
High Level Steps:
1.  Create a Blog Site
2.  Remove the unnecessary components of the site
3.  Add your list (document library, InfoPath form library, custom list, etc.)
4.  Use SPD to create a custom workflow that creates a record in the Blog's Post library
5.  Populate a field in your list creating a link to the blog post
6.  Consider setting alerts on the Blog Post list to inform users of a new discussion
 
1.  Create a Blog Site
Follow published instructions for creating a blog site.
Be sure to consider the permissions and publishing requirements when doing this.  The Blog, by default, is setup to only allow site owners.  Consider removing the requirement of item approval for Blog posts.
 
2.  Remove the unnecessary items from the Blog site
For example: pictures, other blogs (links list), etc.  Also, review available documentation for removing administrative functionality for users who are not site owners.
 
3.  Create your list
Follow your business requirements for creating a list (again, could be a document or a form library) collecting the necessary information.
 
Do consider creating a new column, perhaps called "View Discussion", of type hyperlink, that will host the hyperlink to the blog post.  This field would be populated by the workflow created in the next step.
 
4.  Use SPD to create a custom workflow
Using SharePoint designer, design and develop a workflow that creates a new item in the Post list.  You'll need to likely create the text in one WF step, then create the post's list item.
 
You should probably include a link to the new list item in the blog post entry.  Follow avaialble instructions for identifying the hyperlink information to the new item.
 
Consider including some information in the post that comes from the new list item.  This will help users participate more easily in the discussion rather than having to click to the new list item and back and so on.
 
5.  Populate a field in your list creating a link to the blog post
If you decided to create a "View Discussion" column in your custom list, you will want to populate this column.  Use the String Builder to create a string like this (without the quotes): http://www.someurl.info/blog/posts?postID=123, "View Discussion".  You should, of course, review available documentation for using available variables for creating the URL (instead of http://www.someurl.info/.../) and for identifying the post ID.
 
6.  Consider setting alerts on the Blog Post list to inform users of a new discussion
Another consideration is to use the built-in functionality of SharePoint alerts to inform users that a new discussion has occurred.
 
If you followed the suggestion in step 4 of including a hyperlink to the new list item in the blog's post, your users will be alerted of the discusison, taken to the discussion page to (hopefully) participate and should they need to see the new list item they can click a hyperlink.
View ExamplesView Comments
Make your own KPIUse SHIFT+ENTER to open the menu (new window).
Here's a simplified way of creating your own KPI to display a red, yellow and green icon showing the status of remaining inventory (or any number) in comparison to a threshold value.
View ExamplesView Comments
Set alerts for yourself and othersUse SHIFT+ENTER to open the menu (new window).
In SharePoint you can set an alert from any list or document library to let yourself and others know when a variety of things have happened. Common actions include receiving an alert when items change, new items are added, or the status of a task changes. Alerts can be sent immediately, or as a daily or weekly summary.
 
Here is a good blog that explains how to set alerts:
 
 
View ExamplesView Comments
Creating an online "database" from an Excel spreadsheetUse SHIFT+ENTER to open the menu (new window).
If you have an Excel spreadsheet that you use that sits on your desktop and you want to use it within SharePoint, SharePoint will help you create an "online database" or custom list to match that spreadsheet.
 
In SharePoint, create a custom list by using the Import Spreadsheet option. After directing SharePoint to the spreadsheet you want to import, the import wizard will help you import some or all of your spreadsheet.
 
Now you can easily share your data with coworkers, use your data with other SharePoint lists, and display your data using custom views in SharePoint.
View ExamplesView Comments
How to use a Content Query Web PartUse SHIFT+ENTER to open the menu (new window).
A Content Query Web Part is used to display a dynamic view into the content on your site. You can add in a Content Query Web Part anywhere you can add a web part on your site. Once you've inserted the web part, you can modify the query to show data from all sites, or from a particular site or list. You can also restrict the results to the items from a particular list type, or of a particular content type. Additional audience targeting and filters are also available.
 
Using a Content Query Web Part, you can easily display the most recently updated documents on your site, as well as modify how the items are displayed.
 
Here's a good article showing how to display data from multiple lists using the Content Query Web Part:
View ExamplesView Comments
Create an InfoPath form to collect information from usersUse SHIFT+ENTER to open the menu (new window).
Microsoft Office InfoPath allows you to create a form and display it through SharePoint so users can enter information into the form in their browser, without the need for the InfoPath desktop application.
 
A great way to use some or all of the data collected from a user is to use an InfoPath form to add items to a list. Once the data is in a SharePoint list you can use it in all the great ways you can use list data - pull pieces into other lists, display some or all of the data aggregated across all user submissions, or use the form to update the status of some items in a SharePoint list. The options are endless!
View ExamplesView Comments

 ‭(Hidden)‬ Toolbox (Jen Glass)

AttachmentsTitleSummaryExamplesComments
SharePoint Toolbox
A SharePoint Toolbox is a place to compile all of the SharePoint tools a group has created. Users can browse the list of tools when looking for a solution to a particular need, or just see what h...
View ExamplesView Comments
Initiate Discussion (Blog Post) from a List Item
Introduction:
When you create a list item (document, InfoPath form, custom list, etc.) you may want to help users facilitate a discussion about the item.
...
View ExamplesView Comments
Make your own KPI
Here's a simplified way of creating your own KPI to display a red, yellow and green icon showing the status of remaining inventory (or any number) in comparison to a threshold value.
...
View ExamplesView Comments
Set alerts for yourself and others
In SharePoint you can set an alert from any list or document library to let yourself and others know when a variety of things have happened. Common actions include receiving an alert when items c...
View ExamplesView Comments
Creating an online "database" from an Excel spreadsheet
If you have an Excel spreadsheet that you use that sits on your desktop and you want to use it within SharePoint, SharePoint will help you create an "online database" or custom list to ...
View ExamplesView Comments
How to use a Content Query Web Part
A Content Query Web Part is used to display a dynamic view into the content on your site. You can add in a Content Query Web Part anywhere you can add a web part on your site. Once you've inserte...
View ExamplesView Comments
Create an InfoPath form to collect information from users
Microsoft Office InfoPath allows you to create a form and display it through SharePoint so users can enter information into the form in their browser, without the need for the InfoPath desktop ap...
View ExamplesView Comments
 
 
Toolbox

 Toolbox Examples

Custom KPI Toolbox Example
SharePoint Toolbox on CCReasearch
Patterson Construct List
Use of the Content Query Web Part
Training Request Mechanism v2

 SharePoint Demos and Videos

Expand/Collapse SP Level : 01 - Beginner ‎(11)
Expand/Collapse SP Level : 02 - Intermediate ‎(16)
Expand/Collapse SP Level : 03 - Advanced ‎(14)

 
  
Featured Training
 

Desktop SharePointServer 2007 TrainingNow Available