SharePoint Designer 2013

Name: SharePoint Designer 2013
Rating: 4.5 (691 reviews)

Learn about SharePoint Designer, including how to integrate data sources and customize content types.

Created byIntellezy Trainers

Last updated 4/2018

English

What you'll learn

Get an Understanding of SharePoint Designer
Create and Modify Lists and Libraries
Create and Modify Site Settings
Understand Workflows
Create and Publish Workflows
Use Workflow Actions
Create a Complete List Workflow

Course content

10 sections • 83 lectures • 4h 21m total length

Introduction1:12
Explore how SharePoint Designer 2013 connects to your SharePoint site, creates and manages lists, libraries, site columns, content types, and workflows, with practical actions and best practices.

Creating a List or Library1:51
Reviewing List or Library Settings3:16
Deleting a List or Library1:28
Managing List or Library Permissions2:05
Changing the Name of a List or Library1:54
Rename a SharePoint Designer 2013 list or library by editing its name and description, then save to finalize changes, following the best practice of starting with a short initial name.
Changing List or Library Settings2:32
Creating a Column for a List or Library2:43
Adding Existing Site Columns to a List1:30
Modifying a Column for a List3:39
Creating a List Form4:14
Create additional forms in SharePoint Designer beyond browser capabilities, including custom display, new, and edit forms, set a default, and edit the form code in SharePoint Designer to customize fields.
Adding Existing Content Types to a List3:12

Modifying Site Settings3:13
Creating Site Columns4:40
Modifying Site Columns3:23
Modify site columns within the human resources site using SharePoint Designer, edit names, groups, and descriptions, adjust validation and deletion settings, and save to propagate changes to lists and libraries.
Deleting Site Columns2:11
Creating Content Types7:17
Adding Site Columns to a Content Type2:56
Open the content type, add existing site columns one at a time, then configure each as required, optional, or hidden and save.
Modifying Content Type Settings3:03
Deleting Content Types1:48
Understanding Groups3:37
Creating Groups3:35
Adding Users to a Group2:49
Removing Users from a Group1:37
Learn how to remove users from a SharePoint group to revoke access by opening the site groups, selecting a group, and choosing remove user from group, with no save required.
Modifying Group Settings3:57
Modify SharePoint group settings by updating name, description, and owner; control membership visibility, who can edit membership, and join or leave requests.
Deleting a Group3:04
Delete single or multiple SharePoint groups quickly with SharePoint Designer 2013, using the group tab, ribbon, or right-click, while mindful of permissions and potential impacts.

Creating a List Workflow4:36
Creating a Reusable Workflow3:16
Creating a Site Workflow1:22
Editing Workflow Steps1:35
Access the workflow section to edit steps, actions, and conditions, then open the workflow name to modify steps and save or publish.
Using Workflow Views2:57
Explore SharePoint designer 2013 workflow views, switching between the text based designer and the visual designer with Vizio professional 2013, using stencils, paths, and proper setup.
Adding Stages3:28
Adding Steps2:34
Naming a Stage or Step1:21
Rename stages or steps in SharePoint Designer 2013 to organize workflows and reflect progress in the workflow column. Click the name, type the new label, and press Enter to save.
Creating an Impersonation Step1:39
Master impersonation steps in SharePoint Designer 2013 to run workflow actions with higher permissions than the triggering user, enabling access to hidden lists and restricted records.
Creating an App Step2:53
Creating a Loop2:56
Understanding Workflow Settings4:47
Learn to configure SharePoint Designer 2013 workflow settings, including naming, description, and associated task and history lists, and decide when to auto-start on item creation or edit.
Creating a Variable3:43
Adding and Configuring an Action5:27
Adding and Configuring a Condition6:16
Deleting an Action or Condition2:21
Learn how to delete actions or conditions in a SharePoint Designer 2013 workflow by selecting, pressing delete, or using the dropdown, with tips on undo and saving.
Cutting or Copying within a Workflow3:26
Saving a Workflow2:08
Checking a Workflow for Errors2:44
Use the check for errors tool in SharePoint Designer 2013 to identify issues before publishing; red indicators flag missing recipients or stage settings, and publishing remains blocked until fixed.
Publishing a Workflow2:21
Removing a Workflow3:30
Exporting a Workflow1:51
Export your SharePoint Designer 2013 workflow as a Visio file to reuse on other sites or projects. On import, reconnect and reconfigure all actions and conditions for the workflow.
Importing a Workflow1:51

Using Start a List Workflow2:57
Using Build Dictionary2:42
Using Do Calculation2:27
Using Log to History1:36
Using Pause for Duration1:53
Pause for duration allows a SharePoint Designer 2013 workflow to pause for a specified time, using fixed values or fields, resuming when the wait ends while conserving resources.
Using Pause until Date1:50
Using Send an Email7:50
Using Set Workflow Status1:39
Set the workflow status in SharePoint Designer 2013 by using the set workflow status action to display stage messages, including completed or failed, on list or library items.
Using Set Workflow Variable2:29
Using Check in and Check Out1:53
Copying a Document1:20
Using Delete Item1:45
Using Set Content Approval Status2:19
Automate content approval in SharePoint lists and libraries using the set content approval status action in a workflow, selecting current item and setting the status to approve, rejected, or pending.
Using Set Field in Current Item1:47
Using Update List Item4:31
Using Wait for Even List Item1:37
Using Wait for Field Change in Current Item1:56
Insert the wait for field change in current item action, specify the field and target value (for example, approval status equals approved), and let the workflow resume when it changes.
Using Assign a Task5:43
Using Replace List Item Permissions3:09
Using Add List Item Permissions2:26
Add list item permissions in a SharePoint 2010 workflow with an impersonation step to affect the current item without changing other permissions.
Using Remove List Item Permissions2:55

Requirements

This course is designed for advanced site owners and/or administrators of Microsoft SharePoint 2007, 2010, or 2013. Experience with designing and maintaining a SharePoint site, creating and testing a basic workflow, and configuring a search is recommended.

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.

This course aligns with the CAP Body of Knowledge and should be approved for 4.25 recertification points under the Technology and Information Distribution content area. Email info@intellezy.com with proof of completion of the course to obtain your certificate.

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Who this course is for:

Students who wish to learn about SharePoint Designer, including how to customize content types and automate workflows.

SharePoint Designer 2013

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 1min

Introduction to SharePoint Designer6 lectures • 19min

Creating and Modifying Lists and Libraries Using Designer11 lectures • 28min

Creating and Modifying Site Settings Using Designer14 lectures • 47min

Introduction to Workflows5 lectures • 20min

Creating and Publishing Workflows23 lectures • 1hr 9min

Important Workflow Actions21 lectures • 57min

Workflow Demonstration1 lecture • 18min

Conclusion1 lecture • 1min