SharePoint Designer 2013

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

4.70 (671 reviews)
Udemy
platform
English
language
Microsoft
category
3,053
students
4.5 hours
content
Apr 2018
last update
$64.99
regular price

What you will 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

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.


With nearly 10,000 training videos available for desktop applications, technical concepts, and business skills that comprise hundreds of courses, Intellezy has many of the videos and courses you and your workforce needs to stay relevant and take your skills to the next level. Our video content is engaging and offers assessments that can be used to test knowledge levels pre and/or post course. Our training content is also frequently refreshed to keep current with changes in the software. This ensures you and your employees get the most up-to-date information and techniques for success. And, because our video development is in-house, we can adapt quickly and create custom content for a more exclusive approach to software and computer system roll-outs. Check out all Intellezy has to offer with our award-winning video content!

Content

Introduction

Introduction

Introduction to SharePoint Designer

What is SharePoint Designer
Who Can Use SharePoint Designer
Connecting to a SharePoint Site
Exploring the Interface
Working in Designer
Using Designer Best Practices

Creating and Modifying Lists and Libraries Using Designer

Creating a List or Library
Reviewing List or Library Settings
Deleting a List or Library
Managing List or Library Permissions
Changing the Name of a List or Library
Changing List or Library Settings
Creating a Column for a List or Library
Adding Existing Site Columns to a List
Modifying a Column for a List
Creating a List Form
Adding Existing Content Types to a List

Creating and Modifying Site Settings Using Designer

Modifying Site Settings
Creating Site Columns
Modifying Site Columns
Deleting Site Columns
Creating Content Types
Adding Site Columns to a Content Type
Modifying Content Type Settings
Deleting Content Types
Understanding Groups
Creating Groups
Adding Users to a Group
Removing Users from a Group
Modifying Group Settings
Deleting a Group

Introduction to Workflows

What is a Workflow
Components of a Workflow
Understanding Workflow Permissions
Using Workflow Best Practices
Differences between 2010 and 2013 Platforms

Creating and Publishing Workflows

Creating a List Workflow
Creating a Reusable Workflow
Creating a Site Workflow
Editing Workflow Steps
Using Workflow Views
Adding Stages
Adding Steps
Naming a Stage or Step
Creating an Impersonation Step
Creating an App Step
Creating a Loop
Understanding Workflow Settings
Creating a Variable
Adding and Configuring an Action
Adding and Configuring a Condition
Deleting an Action or Condition
Cutting or Copying within a Workflow
Saving a Workflow
Checking a Workflow for Errors
Publishing a Workflow
Removing a Workflow
Exporting a Workflow
Importing a Workflow

Important Workflow Actions

Using Start a List Workflow
Using Build Dictionary
Using Do Calculation
Using Log to History
Using Pause for Duration
Using Pause until Date
Using Send an Email
Using Set Workflow Status
Using Set Workflow Variable
Using Check in and Check Out
Copying a Document
Using Delete Item
Using Set Content Approval Status
Using Set Field in Current Item
Using Update List Item
Using Wait for Even List Item
Using Wait for Field Change in Current Item
Using Assign a Task
Using Replace List Item Permissions
Using Add List Item Permissions
Using Remove List Item Permissions

Workflow Demonstration

Creating a Complete List Workflow

Conclusion

Course Recap

SharePoint Designer 2013

Assessment Test

Screenshots

SharePoint Designer 2013 - Screenshot_01SharePoint Designer 2013 - Screenshot_02SharePoint Designer 2013 - Screenshot_03SharePoint Designer 2013 - Screenshot_04

Reviews

Arian
October 7, 2022
Only generic explanation on how to click SharePoint designer menu items. There is no example of a workflow start to finish. Poorly designed course
Tammy
October 4, 2021
This gave me a good grounding for beginning to design my own workflows. I anticipate having to look for deeper directions/understanding but this will get me to a point of being able to build some basic workflows and think through the process.
Mark
August 23, 2021
Absolutely love Ryan’s courses. Explains the process in an easy to understand manner and gives a solid foundation on SP and SP designer
Jacqueline
March 23, 2021
I like the pace of the class. Information is presented in a clear way and I really like all the tips being given
Medardo
August 28, 2018
Overall it was a complete overview of SharePoint Designer. Provides just enough info to help you understand how to do things, but does not overwhelm you with too many details. The only recommendation is that when going through the workflow actions, it would have been good to get more real life use cases.
Kevin
July 13, 2018
I didn't read the course description very well and most likely will not be able to take advantage of Designer. I am glad to have the concepts for future use but they won't help for my current needs.
Somnath
May 10, 2018
I have got nothing from this course just waste my money.Course content is not complete . Instructor has not not given any example of his explanation. No real life example. Do not waste your money for this just go to google and search for individual topic,you will find better than this.
Pradip
May 10, 2018
Very good course for those who want to get an understanding a variety of SharePoint 2013 workflow features (actions) as well as the distinction between SharePoint 2010. Wish could have more sample workflow examples as well as guidance on what to check during testing as well as the execution of the workflow - viz. how to check logs, etc... I would highly recommend this course to everyone wants to get technical expertise in this area! Thanks!
Jonathan
April 15, 2018
Great quick overview of SP Designer and out-of-box Workflow development. I would have liked for the course to briefly touch on some other common actions, for example reading from or updating an external database such as SQL.
Andrew
March 6, 2018
Instructor did well and was NOT boring. So thank you for an afternoon well spent. Like to see more examples and less theory.... or same amount of theory and more examples. :) Also making workflows and trouble shooting, so putting in often made mistakes so that us rookies can avoid or realise why our workflows are not working.
Oluwole
February 26, 2018
This is the only comprehensive course on sharepoint designer I could find anywhere. I would have been happy with anything but this guy explains everything. I just happy that I can now comfortably fix issues after by the last and only sharepoint guy in my office resigned
Mohamed
January 23, 2018
I attended this course to get clarity and concepts for SharePoint Designer (SPD) 2013 to use for Sharepoint Server Sites. Instructor explains concepts in SPD but how it integrates in sharepoint server site is not clearly exaplined. Like Workflow is explained well but it practical demo is not there with examples and if it could be added it would give more better idea. Like Form is created but it should be shown after adding columns in it and displaying a page on the site to make it more clear how it will be practically used. Further you have explained the List items but still i am not able to grab how to use it through server, how data will be added in the list and how we can show it on our sharepoint site.
Rachel
January 17, 2018
This is a great course! Much more informative than any other training I've had on SharePoint Designer.
Hendrik
November 28, 2017
If you already have experience in using SharePoint Designer, and want to make sure you understand everything around the interface and its uses in the application of customizing, configuring, and building up a SharePoint Environment, take this course. If you have basic knowledge of what SharePoint is, and how it is configurable in the application of different use cases, this course will be most interesting in showing off SharePoint's power, and the ability you have putting out a configuration fitting many business needs. Happy Learning!
Carly
November 14, 2017
This course is structured well from beginning to end on what a workflow is, and how to construct one. This course needs more broad examples of why you would use a certain action in a workflow. I did however appreciate the through over view of each action, and constructing of a workflow.

Charts

Price

SharePoint Designer 2013 - Price chart

Rating

SharePoint Designer 2013 - Ratings chart

Enrollment distribution

SharePoint Designer 2013 - Distribution chart

Related Topics

975658
udemy ID
10/4/2016
course created date
11/7/2019
course indexed date
Bot
course submited by