Schedule a Personalized Demo
IBX Working Example
Free Trial
<h3>Documentation > IBX for SharePoint 2010 & SharePoint 2013 > All In One Guide </h3>>>> Personalization Steps > Miscellaneous Personalization Topics

Miscellaneous Personalization Topics:

1. Print Button

Purpose: With the print button, you can print lists or libraries. Just go to that list or library as shown in the image below and then in the ribbon (under List Tools/Items), you'll find the Print button. Note that it won't print the page, it will only print the list in tabular form

2. Remote List Viewer

Our Activity Rollup part can also be used as a Remote List viewer. Set the Content Type to Rollup, Rollup type as siteCollection and specify the web applications to rollup. It will collect the data for the specified list Content Type across the web collection.

3. CAML Query


4. I Want to Change the Logo in the Ribbon

a. Go to your home site (and do this for each site).

b. Create a picture library if you don’t already have a place to put miscellaneous pictures.

c. Upload your logo into the picture library.

d. Get the URL for that picture:

i. In the picture library, click on the image.

ii. In the summary window for the picture, next to the “name” field is a link. Click on that.

iii. It should open the picture in the browser. Copy what’s there in the URL bar.

e. Click Site Actions/Site Settings.

f. Under Look and Feel, choose “Title, description, and icon”.

g. In the URL field, paste the URL that you copied earlier.

5. I Want to Open a PDF file from a Document Library

a. By default, SharePoint will only allow you to save a pdf file and not open it directly. To change this behavior, follow these steps.

b. Go to SharePoint 2010 Central Administration (or SharePoint 2013 Central Administration) > Application Management > Manage Web Applications.

c. Select the row of your web application.

d. Click General Settings in the ribbon.

e. Scroll down to Browser File Handling and select Permissive.

f. Click Ok.

6. I Want to Duplicate a List

a. There are several reasons why you would want to duplicate a list:

i. Let’s say you want to display the same web part twice on a page. The issue is that both web parts will by default display the same data because they’ll both point to the same list. You simply have to change the web part configuration properties of one of the web parts to point to a different list. That’s easy to do if the list is a picture library...just create a new picture library! But what if it’s a non-standard list, like let’s say LinksWithImages? You could create a new list based on a Custom List and then manually recreate the fields, but there’s an easier way as outlined in the following steps.

ii. -OR- Let’s say you have a list that exists on one site and you want to copy it to another site....for example, you want to put Team Members list on every department site. How do you create it once and then not have to create again and again?

b. Navigate to the list by going to Gear icon/Site contents for SharePoint 2013 users (or Site Actions/View All Site Content for SharePoint 2010 users) and then clicking on the list.

c. In the ribbon, choose List Tools/List/List Settings.

d. Under “Permissions and Management”, choose “Save list as template” (this puts it in the list template gallery which always exists in the top level site of that site collection).

e. If you want to save it to your computer for transferring to another server or another site collection:

i. First go to the top level of the site collection.

ii. Go to the list template gallery by clicking on Gear icon (or Site Actions for SharePoint 2010 users)/Site Settings/Galleries/List Templates template gallery and click on the item that you saved earlier.

iii. Then, to re-upload it back into a new server or a different site collection’s list template gallery, first go to the top level site of the new site collection and go to list template gallery and hit documents/upload document.

f. Go to the desired site where you want the list to finally be:

i. Click Gear icon/Site contents for SharePoint 2013 users (or Site Actions/Edit Page for SharePoint 2010 users).

ii. Click Create.

iii. You should find your list among the shown choices!

iv. Note that if you have any image paths, they might get changed, so you will have to check them and adjust accordingly.

7. Exporting/Importing Web Parts:

You can Export a web part from one site or page to another site or page:

a. Export:

i. Go to the page on which desired web part is placed.

ii. Edit the page.

iii. Click on web part properties and then export. Save it to your local machine as web part file.

b. Import:

i. Go to the page on which you would like to import your web-part.

ii. Edit the page and click on add web part.

iii. It will open the web-part gallery. Click on "Upload a web part". Browse to your saved web part.



Copyright 2011, All Rights Reserved • Call: (USA)1-305-987-0746 Skype:rolex10101