HowTo: Create a custom SharePoint theme using PowerPoint 2010

SharePoint 2010 has brought us some great new changes, especially when it comes to user friendlyness. One of the new features is the possibility to create a theme using Powerpoint 2010. This way you no longer have to be skilled in Cascading Style Sheets (CSS).

So how does this work? In this tutorial I am creating a new theme, if you want to use an existing theme, open the presentation that holds the theme you want to use and skip the first three steps.

  1. Open a new presentation in PowerPoint 2010.  
  2. Choose a style you like or customize one to you likes. More on how to use and save custom themes in PowerPoint 2010 here.
    Powerpoint Edit Theme

    Powerpoint Edit Theme

  3. Save your PowerPoint document as a theme: File -> Save As -> Office Theme (*.thmx)
    Save as Theme

    Save as Theme

  4. Navigate to your top level site, click Site Actions (upper left) and select Site Settings.
  5. Click ” Themes” located under ” Galleries”.
    SharePoint Themes

    SharePoint Themes

  6. Click “Add New Item”, in the new pop-up window browse to the newly create theme file and click “Ok”.
    Uploading Theme

    Uploading Theme

  7. After the upload you get to name the new theme and give it a meaningful description.
    Naming the uploaded theme

    Naming the uploaded theme

  8. With the above steps, we’re not done yet, we’re halfway, after uploading the new theme, we of course also want to apply it to our site. To do this navigate to the site to which you want to apply the theme.
  9. Click “Site Actions” -> “Site Settings”.
  10. Choose “Site Theme” which is located under “Look and Feel”.
    applying the new theme

    applying the new theme

  11. Select the theme we just uploaded and click  “Preview” if you want to see what your new theme looks like, “Preview” opens a pop-up and allows you to preview your installed theme without applying it to your production environment. If you are happy with the result, close the pop-up and click “Ok”, this makes the changes definitive and we’re done.
    applying the new theme

    applying the new theme

    applying the new theme

    applying the new theme

    Theme applied

    Theme applied

 
That’s all there is to it. Have fun and happy SharePointing.
 

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design

HowTo: Create a Content Type in SharePoint 2010

Audience

This post is for SharePoint beginners. In a previous post I explained how to create a site column. Site columns can be re-used in lists and they are also used when creating content types. A content type is used to define a SharePoint entity. It can, in a way, be seen as a meta data template which defines which data is stored and how it is stored. A custom content type always inherits from another content type, this can be a built-in type or a previously created custom content type. When creating a content type, you select a content type group and from this group you select the parent content type. The newly created content type inherits all properties from the parent. After this you add site columns and you’re ready to go.

Before you go and start creating content types, assure yourself that there is no built-in content type that fits your needs.

Creating the Content Type:

  1. Navigate to the root of the site collection in which you want to create your content type.
  2. In the upper left corner click “Site Actions” and then click “Site Settings”.
  3. Under “Galleries” click “Site content types”.
    Creating a content type

    Creating a content type

  4. This opens an overview of existing “Built-in” content types as-well as previously created content types. To create a new content type, click “Create” in the upper left corner.
    Creating a content type

    Creating a content type

  5. After clicking “Create”, a window opens in which you can create a new content type. After picking an appropriate name and describing your new content type, you have to pick a parent content type. First pick the appropriate category and then pick the actual parent. Your new content type will inherit all columns from this type. Finally you get to pick the category in which the new content type is placed.
    Creating the new content type

    Creating the new content type

  6. When done, click “OK” to create the new content type. When done you will be taken to the content type details window in which you can see how you content type is built up. This of course is also the place where you add columns to your new content type. How to add these columns can be seen in my article about site columns. You can only add site columns to a content type.
That’s all there is to it. Until we meet again. Happy SharePointing!
 

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design
  • Full Control

HowTo: Create your own SharePoint list in SharePoint 2010

Audience

This post is for SharePoint beginners. If you need to store data in Sharepoint and the default list templates don’t offer the options you need, then you’ll probably want to create a custom list. This post shows you step by step, how to create a your own list, I’ll also show you some of the different column types and the options they offer.

The SharePoint list

As I said in one of my other posts, the list is one of the core components of SharePoint. SharePoint has a number of list templates ready to use:

  • Announcements
  • Calendar
  • Contacts
  • Discussion Board
  • Issue Tracking
  • Links
  • Project Tasks
  • Status List
  • Survey
  • Tasks

But what to do if there is nothing there that fits your needs?  Then you create a custom list.

How to create a custom list:

  1. Navigate to the site on which you want to create the custom list.
  2. In the upper left corner click “Site Actions” and then “More Options”.
  3. Under “Filter By” choose list, for category choose “Blank & Custom”.
    Creating a custom list

    Creating a custom list

  4. On the right hand side of the popup “Create”, click “more options”. By default you can only choose a name, now you can also give your custom webpart a description and choose whether or not to have it displayed in the “Quick Launch” menu (by default on the left on your site). Fill in an appropriate name, a description and click “Create”.
    Creating a custom list: More Options

    Creating a custom list: More Options 

  5. Once the list has been created SharePoint will take you to the list view. The new list has one default column named “Title”. So now we want to add some columns. Choose “Create Column” from the ribbon. 
  6. In the “Create Column” screen, we can set a “Name and Type”, set “Additional Column Settings” and, if we want to provide column validation, to guide a user to input valid data.
  7. In the first column I chose “Applicant” as the column name. For the type I chose “Single line of text”. For “Description” I entered “The budget applicant”. With “Require that this column contains information” I chose yes, it enforces that the end-user enters a value for this field. I left maximum number of characters at 255. We can supply a “Default Value” this is the initial value of the field. We can choose to add the field to the “default view”. a list can have different views, a view is the way that the list is displayed. If you do not add a field to the default view then by default it is not displayed. This is only in the list mode, so you do see the value when adding or editing an item. I did not add any column validation. Now we can click “Ok” to add the column to the list.
    Creating a column: Single line of text

    Creating a column: Single line of text

  8. After the first column, I created a second columns with the “Currency” type. This column type has a built-in validation for min. and max. value.
    Creating a column: Currency

    Creating a column: Currency

  9. For the third column I chose a “Person or Group” type. it lets you choose whether to pick only “People” or “People and Groups” and it also enables you to pick a certain group or “All Users”.
    Creating a column: People or Group

    Creating a column: People or Group

    Creating a column: Options for Group

    Creating a column: Options for Group

  10. Another type I used in this example is the “Choice” type. It creates a  “Drop-down menu”, “Radiobuttons” or a “Checkboxlist” in your SharePoint list from which the user can choose a value. You have the option to set a default choice and whether or not to enforce the given choices or allow typed values.
    Creating a column: Choice

    Creating a column: Choice

    Creating a column: Choice options

    Creating a column: Choice options

  11. A few other options I do want to show (I did not actually add them) are the “Lookup” field, it lets you use another list to pick an Item from. For that item you can decide which fields of the referenced list to display in your own list.
    Creating a column: Lookup field

    Creating a column: Lookup field

    When adding a “Lookup” field the Relationship part is very important, it defines how to work with deletion. What happens when the item referenced by this list is deleted in the referenced list. When choosing to “Enforce relationship behavior” you have 2 choices, either go for “Restrict delete” which as it says restricts the delete on the referenced list, or go for “Cascade delete” which deletes the item from the referencing list (the list you just created).

    Creating a column: Lookup field relationship

    Creating a column: Lookup field relationship

  12. To connect to external data you can use the “External Datatype”, this only works if you have Business Data Connectivity enabled and created an External Content Type for the data you want to use. I plan to write more on this in future articles.
    Creating a column: External Data

    Creating a column: External Data

  13. When we’re done creating the list, the “New item” form, will look something like this:
    Form: New Item

    Form: New Item

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design
  • Full Control

Ok so that’s it for now, Happy SharePointing.

HowTo: Create and Delete a SharePoint list

Audience

This post is for SharePoint beginners. One of the core elements of SharePoint is the list. A list in SharePoint is like a table in a database or a sheet in Excel. So basically any data you want to store in SharePoint you store in lists. Lists can be created using a template which give you predefined columns and list settings or you can design a list by creating a custom list.

Steps to create a list:

  1. Navigate to the site on which you want to create the new list (you must be in the right role to do this e.g. “site owner”).
  2. Click “Site Actions” in the upper left corner.
  3. Choose “More options”
  4. The “Create” screen appears.
    Create Screen SharePoint 2010

    HowTo Create a List

  5. In the “Filter By” menu select “list”.
  6. Choose the template that fits your needs.
  7. On the right hand side of the screen, type a name that describes the list and click “create”.
Alternative route:
Replace step 2 in the above instructions by clicking “Lists” in the Quickstart menu on the left of your site. You’ll get an overview of all the existing lists. In the upper left corner of this screen there is a “create button” this will also open the Create menu.
 
Congrats, you’ve just created a list. The list can now be found in the Quickstart menu on the left of your site.
 
Ok, so we’ve created a list, the next step is to delete a list. Deleting a list might not be something you will be doing on a daily basis but when you are learning SharePoint it can be a handy little thing to know as you’ll probably be adding several lists for testing purposes.
 

Steps to delete a list:

  1. Navigate to the site on which hosts the list which you want to delete (you must be in the right role to do this e.g. “site owner”).
  2. In the Quickstart menu (on the left of your site) click on the listname of the list you want to delete.
  3. By clicking the list in step two the Ribbon contect menu called “List Tools” wille be displayed (make sure the “List” option is selected, in the dark blue bar in the top of your window)
    Ribbon List Tools context menu

    Ribbon

  4. In the Ribbon choose “List Settings” this opens the list settings menu.
  5. The list settings menu shows a lot of properties and options, choose “delete this list” in the “permissions and management” category (located somewhere in the center of your screen).
    List Settings Deleting a list

    List Settings Deleting a list

  6. Confirm that you want to “move the list to the recycle bin” which, of course, sends the list to the recycle bin.
The recycle bin is very much like the recycle bin in Windows, it holds all your deleted items, it is located in the Quickstart menu, clicking on it gives you the option so recover deleted items or permanently delete them.
 

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design
  • Full Control
 
This concludes this HowTo. for now Happy SharePointing, live long and prosper.