A lot of developers say they
prefer not to use SharePoint Designer as a tool for developing against
SharePoint. However, you might be remiss if you didn’t include
SharePoint Designer within your toolkit, because you’re going to find
that SharePoint Designer can make some development tasks easier.
SharePoint Designer has evolved from FrontPage
(an earlier Web designer tool) to SharePoint Designer (a
SharePoint-centric designer tool that was rolled out with SharePoint
2010). SharePoint Designer can be used for a variety of designer
functions for SharePoint, including creating and editing sites, pages,
lists, and content types. Also, SharePoint Designer is useful for
creating rules-based, declarative workflow that can then be imported in
Visual Studio for deeper-level customization.
When you first open SharePoint Designer, you need
to provide it with the URL for your SharePoint site and authenticate as
an elevated user — or else you won’t be able to make any changes to the
site. SharePoint Designer inherits standard SharePoint permissions.
After you open your site in SharePoint Designer,
a number of navigable options and some information about your site
appear, such as site metadata, permissions, subsites, and so on, as
shown in Figure 1.
The Navigation pane on the left in Figure 2
provides a way for you to navigate across the major functional areas of
SharePoint Designer to quickly get to the things that you need to do.
The Navigation pane provides links to the following functionality:
- Lists and Libraries: Allows you to create, edit, and manage lists and libraries.
- Workflows: Facilitates the creation of rules-based workflow (that you can import into Visual Studio and extend).
- Site Pages: Provides the ability to create and edit site-level Web pages.
- Site Assets: Different assets such as content, files and folders within a SharePoint site.
- Content Types: Provides the ability to create, edit, and manage content types.
- Site Columns: Supports the creation, editing, and management of site columns.
- External Content Types: Enables you to create ADO.NET or Web service–based external content types for deployment to the Business Connectivity Services.
- Data Sources: Create and manage data source connections to a SharePoint site.
- Master Pages: Create, edit, and manage the master pages mapped to a specific SharePoint site.
- Site Groups: Displays the groups of sites within your SharePoint site.
- Subsites: Shows the subsites within the site collection.
- All Files: Displays all files in the SharePoint site.
Depending on your level of permission to a given
site, some of these features might be hidden to you from within the
SharePoint Designer IDE. For example, without administrator privileges,
you can’t see the Master Pages link in the Navigation pane, so you will
not be able to build and deploy master pages to that SharePoint site.
SharePoint Designer offers some very useful
features and to cover them all would take a separate book. However,
this book covers a few to get you at least started and familiar with
SharePoint Designer. For example, in this chapter you’ll use SharePoint
Designer to create site pages and master pages. In later chapters in
the book, you’ll also use SharePoint Designer for creating external
content types and workflow.
To get you started, use the following steps to create a list using SharePoint Designer.
TRY IT OUT: Creating a List Using SharePoint Designer
To create a list in SharePoint using SharePoint Designer, perform the following steps:
1. Open SharePoint Designer 2013.
2. On the left-hand navigation, click Lists and Libraries. The default options appear for Lists and Libraries.
3. Click SharePoint Lists in the ribbon and select Tasks, as shown in Figure 2.
4. Provide a name for the Tasks List (such as My To Do List), as shown in Figure 3, and click OK.
5. Click the Save button.
6. After
you’ve saved the Tasks list, return to your SharePoint site. You should
now see your new My To Do List there, as shown in Figure 4.
7. Return to
SharePoint Designer and click the InfoPath Forms button in the ribbon.
The InfoPath Designer opens, which enables you to customize a list form
for your new To Do list (see Figure 5).
8. You can
explore the UI and controls if you want; otherwise, simply click the
File tab and then Save to save a version of the InfoPath template
locally, and then click the Quick Publish button to publish the list
form to your SharePoint site. (Note that while not visible in the Figure 5, you’ll find a small set of shortcut icons above the File tab in the InfoPath UI, such as Save, Quick Publish, Redo, etc.)
9. Navigate to your SharePoint site to view the new To Do list form, shown in Figure 6.
10. Use the form to enter new list items, and then click Save when complete.
How It Works
SharePoint Designer provides you with
a way to design and customize your SharePoint site. In this example,
SharePoint Designer uses the client-side SharePoint APIs and
permissions to create artifacts in SharePoint on your behalf. It also
uses InfoPath, which is a forms tool, to create a very simple custom
form for your SharePoint list.
Although the preceding exercise showed
you a relatively simple task, you can create some interesting and rich
customizations with SharePoint Designer. Furthermore, SharePoint
Designer is but one of a few tools you can use. A newer addition to
SharePoint (and Office) development is Napa, a browser-based
development tool.
