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SharePoint Designer 2013

Video Description

This course is designed for advanced Microsoft SharePoint site owners and administrators who want to integrate data sources, customize content types, and automate common tasks using workflows. Students will learn about SharePoint Designer and connecting to sites, explore the interface and learn about Designer best practices. Additionally, students will create and modify libraries and lists using Designer, and modify site settings using Designer. Students will get an introduction to workflows and create list and site workflows, adding stages and steps, work with workflow settings, create variables, error check, and publish workflows. Students will learn about important workflow actions, then view a complete list workflow demonstration.

Table of Contents

  1. Introduction
    1. Introduction 00:01:13
  2. Introduction to SharePoint Designer 2013
    1. What is SharePoint Designer 00:02:27
    2. Who Can Use SharePoint Designer 00:03:07
    3. Connecting to a SharePoint Site 00:03:15
    4. Exploring the Interface 00:03:24
    5. Working in Designer 00:03:55
    6. Using Designer Best Practices 00:03:02
  3. Creating and Modifying Lists and Libraries Using Designer
    1. Creating a List or Library 00:01:51
    2. Reviewing List or Library Settings 00:03:17
    3. Deleting a List or Library 00:01:29
    4. Managing List or Library Permissions 00:02:06
    5. Changing the Name of a List or Library 00:01:55
    6. Changing List or Library Settings 00:02:33
    7. Creating a Column for a List or Library 00:02:43
    8. Adding Existing Site Columns to a List 00:01:31
    9. Modifying a Column for a List 00:03:40
    10. Creating a List Form 00:04:15
    11. Adding Existing Content Types to a List 00:03:12
  4. Creating and Modifying Site Settings Using Designer
    1. Modifying Site Settings 00:03:13
    2. Creating Site Columns 00:04:41
    3. Modifying Site Columns 00:03:23
    4. Deleting Site Columns 00:02:12
    5. Creating Content Types 00:07:18
    6. Adding Site Columns to a Content Type 00:02:56
    7. Modifying Content Type Settings 00:03:03
    8. Deleting Content Types 00:01:49
    9. Understanding Groups 00:03:38
    10. Creating Groups 00:03:36
    11. Adding Users to a Group 00:02:49
    12. Removing Users from a Group 00:01:37
    13. Modifying Group Settings 00:03:58
    14. Deleting a Group 00:03:05
  5. Introduction to Workflows
    1. What is a Workflow 00:04:16
    2. Components of a Workflow 00:05:02
    3. Understanding Workflow Permissions 00:01:45
    4. Using Workflow Best Practices 00:04:36
    5. Differences between 2010 and 2013 Platforms 00:04:49
  6. Creating and Publishing Workflows
    1. Creating a List Workflow 00:04:37
    2. Creating a Reusable Workflow 00:03:17
    3. Creating a Site Workflow 00:01:22
    4. Editing Workflow Steps 00:01:35
    5. Using Workflow Views 00:02:57
    6. Adding Stages 00:03:28
    7. Adding Steps 00:02:34
    8. Naming a Stage or Step 00:01:22
    9. Creating an Impersonation Step 00:01:39
    10. Creating an App Step 00:02:53
    11. Creating a Loop 00:02:57
    12. Understanding Workflow Settings 00:04:48
    13. Creating a Variable 00:03:44
    14. Adding and Configuring an Action 00:05:28
    15. Adding and Configuring a Condition 00:06:16
    16. Deleting an Action or Condition 00:02:22
    17. Cutting or Copying within a Workflow 00:03:27
    18. Saving a Workflow 00:02:09
    19. Checking a Workflow for Errors 00:02:44
    20. Publishing a Workflow 00:02:22
    21. Removing a Workflow 00:03:31
    22. Exporting a Workflow 00:01:51
    23. Importing a Workflow 00:01:51
  7. Important Workflow Actions
    1. Using Start a List Workflow 00:02:58
    2. Using Build Dictionary 00:02:42
    3. Using Do Calculation 00:02:28
    4. Using Log to History 00:01:36
    5. Using Pause for Duration 00:01:53
    6. Using Pause until Date 00:01:51
    7. Using Send an Email 00:07:50
    8. Using Set Workflow Status 00:01:40
    9. Using Set Workflow Variable 00:02:29
    10. Using Check in and Check Out 00:01:54
    11. Copying a Document 00:01:20
    12. Using Delete Item 00:01:46
    13. Using Set Content Approval Status 00:02:20
    14. Using Set Field in Current Item 00:01:47
    15. Using Update List Item 00:04:31
    16. Using Wait for Even List Item 00:01:37
    17. Using Wait for Field Change in Current Item 00:01:57
    18. Using Assign a Task 00:05:44
    19. Using Replace List Item Permissions 00:03:10
    20. Using Add List Item Permissions 00:02:26
    21. Using Remove List Item Permissions 00:02:56
  8. Workflow Demonstration
    1. Creating a Complete List Workflow 00:18:20
  9. Conclusion
    1. Course Recap 00:01:10