Chapter 8. Creating application sites with SharePoint Designer

 

This chapter covers

  • Managing and creating lists with SharePoint Designer
  • Applying conditional formatting with SharePoint Designer
  • Configuring an out-of-the-box list workflow
  • Working with survey and status lists

In the last chapter we discussed functionality that you can use to create business intelligence sites. This chapter begins our section on composite sites and shows how you can build powerful applications using SharePoint Designer. The scenario that you’re going to implement, following a step-by-step process, is automating the review process for tracking employees and their certification status. To begin, we’ll discuss the scenario you’ve been given and how you’ll create the solution utilizing SharePoint. Throughout this chapter I’ll be referencing SharePoint Designer by its commonly used acronym, SPD.

8.1. Gathering certification status

This section focuses on three parts: situation, business priorities, and solution. The first section, situation, gives a detailed explanation of the request that you’ve received. The next section, business priorities, extracts a list of requirements based on priority to accomplish your goals. The third section provides an overview of the solution that we’ll spend the rest of the chapter walking through and building.

8.1.1. Situation

8.2. Using SharePoint Designer with SharePoint Foundation

8.3. Leveraging SharePoint Server to take it further

8.4. Summary