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484 Appendix A SharePoint Designer Workflow Conditions and Actions Pause for Duration Pause Until Date Send an Email Send Document to Repository** Set Time Portion of Date/Time Field Set Workflow Status* Set Workflow Variable Stop Workflow Allows you to specify in days, hours, and minutes the amount of time you want to pause the execution of the workflow. These time values can also be lookup values that are retrieved from a data source such as another list on the same SharePoint site or from a previously created workflow variable. Allows you to pause the execution of the workflow and specify the date when the workflow needs to be continued. This date can also be a lookup value that is retrieved from a data source such as another list on the same SharePoint site or from a previously created workflow variable. Allows you to create an e-mail message containing string values, lookup values, formulas, and workflow variables. The action also allows you to specify the To, CC, and Subject fields of the e-mail message. Allows you to copy, move, or move and leave a link referring to a document in a record repository. Allows you to set a specific time in hours and minutes and add this to a date. This date can also be a lookup value that is retrieved from a data source such as another list on the same SharePoint site or from a previously created workflow variable. The output of this action can be saved to a new or existing workflow variable. Allows you to set a custom workflow status to a value other than In Progress or Complete. The addition of this action might seem like only a minor enhancement of the workflow framework, but this action is extremely valuable because your customers probably don't think in terms of In Progress and Complete, and you will find that you use this action many times when you create workflows. Allows you to set the value of a new or existing workflow variable. This value can also be a lookup value that is retrieved from a data source such as another list on the same SharePoint site or from a previously created workflow variable. Allows you to stop the workflow. Also allows you to write a string value to the workflow history list that is retrieved from a data source such as another list on the same SharePoint site or from a previously created workflow variable. * New in SharePoint 2010. ** New in SharePoint 2010 and available only on document libraries.
Document Set Actions 485 Document Set Actions * New in SharePoint 2010. The actions listed in the Document Set category are completely new. They work on sites created on SharePoint Server 2010, which introduced the concept of document sets. Document sets are groups of documents that have a specific meaning as a group and share a specific life cycle. For instance, all documents related to a certain legal matter can be grouped as a document set. You will not find these actions on a SharePoint Foundation installation. The default document set actions are listed in Table A-3. Table A-3 Document Set Actions Action Capture a Version of the Document Set* Send Document Set to Repository* Set Content Approval Status for the Document Set* Start Document Set Approval Process* Description Allows you to capture the last major or the latest minor version of a document set. Allows you to copy, move, or move and leave a link referring to a document set in a repository. The output of this action can be saved to a new or existing workflow variable. Allows you to set the current status of the document set. You can also add comments to the document set in the form of a string value or a lookup value that is retrieved from a data source such as another list on the same SharePoint site or from a previously created workflow variable. Allows you to start a custom approval process for an entire document set at once. List Actions This category contains a number of new actions as well as an extensive set of actions you might have worked with in SharePoint Designer 2007. List actions allow you to manipulate list items, including creating, copying, and deleting list items. These actions can be applied to documents within libraries as well as to list items because libraries are just special lists. This group also includes specific document-related actions, such as undoing a check out. The default list actions are shown in Table A-4.
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Microsoft® SharePoint® Designer 2
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Published with the authorization of
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Contents Part 1 Acknowledgments . .
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Contents ix Attaching a Master Page
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Contents xi Part 4 Advanced Customi
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Contents xiii B Creating a New Appr
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Is This the Right SharePoint Book f
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xx Introduction Your Companion eBoo
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xxii Using the Practice Files Chapt
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xxiv Using the Practice Files Clien
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xxvi Using the Practice Files SET U
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xxviii Using the Practice Files Not
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Features and Conventions of This Bo
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Part 1 Getting Started with Microso
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1 Exploring SharePoint Designer 201
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Understanding SharePoint Designer 2
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Using SharePoint Designer to Carry
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Understanding What’s New in Share
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Creating Sites with SharePoint Desi
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Creating Sites with SharePoint Desi
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Exploring the SharePoint Designer S
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Using SharePoint Designer to Explor
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Using Task Panes 27 Compatibility H
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Using Task Panes 29 7. Click Find A
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Using Task Panes 31 Close 18. In th
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Key Points 33 3. Under Site Collect
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Chapter at a Glance Create a site h
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38 Chapter 2 Working with SharePoin
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Part 2 Working with Information 3 W
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3 Working with Lists and Libraries
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Creating Lists and Libraries 71 Aft
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Creating Lists and Libraries 73 Sav
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Creating an Issue Tracking List 75
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Working with List Columns 77 6. On
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Working with List Columns 79 4. Cli
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Using Column Validation 81 5. Click
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Creating an XSLT List View Web Part
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Creating an XSLT List View Web Part
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Customizing an XSLT List View Web P
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Adding Custom Actions 89 3. On the
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Adding Custom Actions 91 3. Navigat
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Creating Server Ribbon Custom Actio
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Creating Site Columns 95 In this ex
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Using Site Columns 97 Edit Columns
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Creating Content Types 99 Content t
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Adding a Document Template to a Con
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Associating Content Types with List
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Deleting SharePoint Objects 105 CLE
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Key Points 107 Key Points ●●
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4 Creating and Modifying Web Pages
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Inserting Text, ScreenTips, Hyperli
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Inserting Text, ScreenTips, Hyperli
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Working with Web Parts 115 A common
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Working with Web Parts 117 5. Click
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Changing the Home Page for a Web Si
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Modifying a List View Page 121 6. U
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Creating List View Pages 123 The wo
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Creating and Modifying a List Form
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Creating an ASP.NET Page 131 If you
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Inserting a Web Part Zone 133 SET U
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Attaching a Master Page 135 In this
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Managing Web Pages 137 Managing Web
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Managing Web Pages 139 Check Out Ch
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Key Points 141 ●● ●● ●●
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5 Working with Data Views In this c
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Creating a Data View 145 In this ex
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Creating a Data View 147 8. Under L
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Customizing Data Views 149 Customiz
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Customizing Data Views 151 Note The
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Inline Editing 153 SET UP Using Sha
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Applying Conditional Formatting 155
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Showing and Hiding Content 157 9. U
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Showing and Hiding Content 159 Tip
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Using XSLT 161 See Also For an exce
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Using Formula Columns 163 Save 10.
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Working with XPath Expressions 165
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Working with XPath Expressions 167
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Deploying Web Parts 169 When you ed
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Key Points 171 Key Points ●●
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6 Working with Data Sources In this
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Using Data Sources 175 SharePoint D
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Using Data Sources 177 Caution When
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Using Data Sources 179 The XML file
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Working with XML Data 181 3. Naviga
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Connecting to an RSS Feed XML File
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Connecting to an RSS Feed Server-Si
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Connecting to an RSS Feed Server-Si
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Connecting to SOAP Services 189 2.
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Connecting to REST Services 191 See
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Connecting to a Database 193 use th
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Connecting to a Database 195 Warnin
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Using Linked Sources 197 CLEAN UP L
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Using Linked Sources 199 5. Click J
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Using Linked Sources 201 12. Under
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Connecting Web Parts 203 3. Click N
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Key Points 205 Two-way arrow 11. Di
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7 Using Business Connectivity Servi
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What Is Business Connectivity Servi
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Creating Database External Data Sou
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Creating External Content Types 217
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Creating Office Application Externa
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Creating and Managing External List
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Creating and Managing External List
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Working with Office Application Ext
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Exporting and Using the BDC Model 2
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Creating a Profile Page 233 The Cre
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Creating a Profile Page 235 SET UP
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Using Associations 237 CLEAN UP Clo
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Using Associations 239 80. In the N
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Using Associations 241 88. Click Ne
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Managing External Content Types 243
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Key Points 245 ●● ●● ●●
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Chapter at a Glance Create a workfl
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250 Chapter 8 Understanding Workflo
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Chapter at a Glance Create reusable
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290 Chapter 9 Using Reusable Workfl
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Chapter at a Glance Identify styles
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328 Chapter 10 Branding SharePoint
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11 Working with Master Pages In thi
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Understanding Master Pages 369 Logo
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Understanding Master Pages 371 fold
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Understanding Master Pages 373 that
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Understanding Master Pages 375 Find
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Copying and Saving a Master Page 37
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Customizing a Master Page 379 Save
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Customizing a Master Page 381 3. In
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Customizing a Master Page 383 9. Cl
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Changing the Default Master Page 38
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Managing Content Placeholders 387 T
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Managing Content Placeholders 389 3
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Creating a Web Page from a Master P
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Creating a Web Page from a Master P
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Exporting Master Pages 395 Two of t
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Resetting a Master Page to the Site
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Chapter at a Glance 1 RESEARCH, CON
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402 Chapter 12 Understanding Usabil
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Chapter at a Glance Page Layout Ima
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430 Chapter 13 Managing Web Content
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432 Chapter 13 Managing Web Content
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Page 501 and 502: Using a Standard ASP.NET Server Con
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Page 511 and 512: Testing an ASP.NET Form 475 Save 10
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Page 515: Key Points 479 8. Click OK to close
Page 518 and 519: 482 Appendix A SharePoint Designer
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Page 539 and 540: C Administrative Tasks Using ShareP
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Page 560 and 561: 524 calculated columns C calculated
Page 562 and 563: 526 connections connections (contin
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534 galleries G galleries All Files
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536 legislation legislation (contin
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538 master pages master pages (cont
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540 pages pages (continued) Content
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542 Publishing Approval template Pu
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544 Server Error dialog box Server
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548 task panes task panes (continue
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550 v4.master V v4.master 334, 370-
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552 Web Parts Web Parts (continued)
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554 XLV Web Parts X XLV Web Parts 8
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