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Reinventing the SharePoint List Forms
LIST FORMS, CUSTOM DEVELOPMENT, AND YOU:
A PRACTICAL GUIDE TO WOWING CO-WORKERS WITHOUT WORKING VERY HARD.


                         William Schindler
      Director, Portals & Collaboration Practice – PacWest
                 Self-Proclaimed Lazy Developer
WHAT DO I MEAN BY “LAZY”?


                         3 Tenets of Laziness
   1. Results = good
   2. Work for work’s sake = bad
   3. More results & less work = best



Most developers are by nature (and should be) inherently lazy –
computers and programming are inventions of the lazy man.
My modus operandi: maximize laziness value for developers and end-
users.
“SYLLABUS”

• This presentation is:

     – 300-400 level

     – Aimed primarily at developers and gearheads

     – Pre-reqs: 200-level C#, 300-level ASP.Net, 200-level SharePoint development

• Session outline / agenda

     – Explore out-of-the-box forms and tools (“what’s there now”)

     – The “Do”s and “Don’t”s of customizing list forms

     – “Cookbook” examples of real ways to customize

     – Value proposition: why you’d take this home

• At the end you can:

     – Explain how to extend the forms in useful ways

     – Identify good (and bad) candidates for list form customization

     – Pitch to your boss and/or stakeholders why you should use this to solve their problem
WHAT’S THERE NOW?

• Lists/libraries hold “things” – both concrete and abstract
• Basic forms are basic, but allow manipulation of this content:
    Add / View / Edit
• Where they live – Forms “sub-folder” of lists & libraries
• How they behave:
    – “Internal” web parts used in render
    – Query string to select records / parameters (IsDlg)
• Think MVVM: Emphasis on utility as a combined view / view model
  for list data
SHOW-AND-TELL:
EXISTING FORMS & TOOLS
HOW TO “CHANGE” THEM

• Don’t change them!
    – … most of the time.
    – Probably not a good idea to change/replace forms in existing lists and
      libraries; add and mark default instead.
    – Not as bad of an idea in your own custom list definitions, but consider
      carefully
• Big gotcha: the existing web part is a bit of a golden cow.
    – Removing the existing web part zone & web part makes SharePoint stop
      recognizing it as a list form.
    – Good news is you can hide it, and it’s not much of a performance hog.
    – When you inevitably forget and do it anyway, you can still find the form
      by navigating the file system w/ Designer and go delete/fix it.
LIVE DEVELOPMENT! A SIMPLE OVERRIDE

  Hold onto your hats, and excuse the inevitable typos.
REAL(ISH) EXAMPLES

• Good at solving “presentation of complex data” problems:
       – interactive/rich media libraries
       – linked records across lists
       – Heavy on presentation, light on edit

                                    Suggested Uses
   •     Embedded players
   •     Adding “wow factor” or better user experiences
   •     Making common data (such as address blocks) more “natural”
   •     Wowing your coworkers, bosses, and stakeholders

• Contraindicators:
       – Little human interaction required or “data archiving” only
       – Complex interaction / copious data entry
SHOW-AND-TELL:
EXAMPLES (CODE & IN-USE)
WHY WOULD YOU DO THIS?

• Situation
    – Many real-world problems in the enterprise are about how to visualize
      and surface sets of data.
    – Developers are inherently lazy and resources are limited.
• Value
    – We can use SP list mechanisms – content types, site columns,
      taxonomy, workflow, versioning, etc., to create powerful, dynamic data,
      without lifting a finger.
    – You can still build whatever kinds of crazy interfaces you want in the
      technology you prefer, without giving up those advantages or writing
      whole new webpages/sites/applications.
• It’s faster and it’s cheaper than the alternatives.
Q&A

                   William Schindler
Director, Portals & Collaboration Practice – PacWest
           william.schindler@neudesic.com

                    Dino Dato-on
 Director, Portals & Collaboration Practice – Dallas
            dino.dato-on@neudesic.com

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Reinventing the SharePoint List Forms

  • 2. LIST FORMS, CUSTOM DEVELOPMENT, AND YOU: A PRACTICAL GUIDE TO WOWING CO-WORKERS WITHOUT WORKING VERY HARD. William Schindler Director, Portals & Collaboration Practice – PacWest Self-Proclaimed Lazy Developer
  • 3. WHAT DO I MEAN BY “LAZY”? 3 Tenets of Laziness 1. Results = good 2. Work for work’s sake = bad 3. More results & less work = best Most developers are by nature (and should be) inherently lazy – computers and programming are inventions of the lazy man. My modus operandi: maximize laziness value for developers and end- users.
  • 4. “SYLLABUS” • This presentation is: – 300-400 level – Aimed primarily at developers and gearheads – Pre-reqs: 200-level C#, 300-level ASP.Net, 200-level SharePoint development • Session outline / agenda – Explore out-of-the-box forms and tools (“what’s there now”) – The “Do”s and “Don’t”s of customizing list forms – “Cookbook” examples of real ways to customize – Value proposition: why you’d take this home • At the end you can: – Explain how to extend the forms in useful ways – Identify good (and bad) candidates for list form customization – Pitch to your boss and/or stakeholders why you should use this to solve their problem
  • 5. WHAT’S THERE NOW? • Lists/libraries hold “things” – both concrete and abstract • Basic forms are basic, but allow manipulation of this content: Add / View / Edit • Where they live – Forms “sub-folder” of lists & libraries • How they behave: – “Internal” web parts used in render – Query string to select records / parameters (IsDlg) • Think MVVM: Emphasis on utility as a combined view / view model for list data
  • 7. HOW TO “CHANGE” THEM • Don’t change them! – … most of the time. – Probably not a good idea to change/replace forms in existing lists and libraries; add and mark default instead. – Not as bad of an idea in your own custom list definitions, but consider carefully • Big gotcha: the existing web part is a bit of a golden cow. – Removing the existing web part zone & web part makes SharePoint stop recognizing it as a list form. – Good news is you can hide it, and it’s not much of a performance hog. – When you inevitably forget and do it anyway, you can still find the form by navigating the file system w/ Designer and go delete/fix it.
  • 8. LIVE DEVELOPMENT! A SIMPLE OVERRIDE Hold onto your hats, and excuse the inevitable typos.
  • 9. REAL(ISH) EXAMPLES • Good at solving “presentation of complex data” problems: – interactive/rich media libraries – linked records across lists – Heavy on presentation, light on edit Suggested Uses • Embedded players • Adding “wow factor” or better user experiences • Making common data (such as address blocks) more “natural” • Wowing your coworkers, bosses, and stakeholders • Contraindicators: – Little human interaction required or “data archiving” only – Complex interaction / copious data entry
  • 11. WHY WOULD YOU DO THIS? • Situation – Many real-world problems in the enterprise are about how to visualize and surface sets of data. – Developers are inherently lazy and resources are limited. • Value – We can use SP list mechanisms – content types, site columns, taxonomy, workflow, versioning, etc., to create powerful, dynamic data, without lifting a finger. – You can still build whatever kinds of crazy interfaces you want in the technology you prefer, without giving up those advantages or writing whole new webpages/sites/applications. • It’s faster and it’s cheaper than the alternatives.
  • 12. Q&A William Schindler Director, Portals & Collaboration Practice – PacWest william.schindler@neudesic.com Dino Dato-on Director, Portals & Collaboration Practice – Dallas dino.dato-on@neudesic.com