spsbe building an faq for end users
TRANSCRIPT
Building an FAQ for End UsersAn Evolution of an idea
#SPSBE03
Paul Hunt
April 18th, 2015
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Thanks to our sponsors!
Who Am I?
• SharePoint Architect for Trinity Expert Systems
• Co-organiser of SUGUK London Region
• Member of the SharePoint community since 2007
• In my spare time I’m a woodturner, making Pots, Pens and artistic pieces!
• Paul Hunt
• Twitter: @Cimares
• www.myfatblog.co.uk
• www.trinityservice.co.uk
Who is this session for?
• FAQ – Basic Evolution End Users
• FAQ – Intermediate Evolution End Users/Power Users
• FAQ – Advanced Evolution Power Users
IT Pros/Devs
Agenda – Part 1
• Building an FAQ Foundations
Site Columns/Content Types
Metadata
Basic Configuration
Single site/Single list
Intermediate Configuration
Integrated search
Configuring Search Centre
Agenda – Part 1
• Building an FAQ Advanced (This is the code bit!)
Transforming the List view
Transforming the integrated search
Adding expert search
Transforming the Search Centre experience
• #SPCSR Help from the community
Room Survey – Skill Levels
Foundations
Service Applications
Managed Metadata
• Provides a central repository of terms for classification of data.
User Profiles
• Stores detailed information about a user.
• Commonly integrated with one or more identity stores.
• Can be extended
Service Applications
Enterprise Search
• Allows us to find information using simple or complex queries.
• Work across site collection boundaries.
Site Columns
Column Name Type
FAQ Subject Managed Metadata
Answer Summary Single line of text
Answer Publishing HTML**
FAQ Answer Type Choice
Content Type(s)
Content Type Name Columns
SPFAQ Title
FAQ Subject
Summary Answer
Answer
FAQ Answer Type
Content Type(s)
http://contoso.sharepoint.comhttp://contoso.sharepoint.com/sites/hr http://contoso.sharepoint.com/sites/sa
les
Content Type Publishing
On-Premises
• Needs to be set-up! Configure Feature
Tell MMS where it is
Given it’s own Site Collection
Office 365
• Already configured!
• Wait up to 60 minutes! – Hourly timer job
Content Type Publishing
Internal Name Pain
Internal Name Pain!
The_x0020_number_x0020_of_x0020_
Internal Name Pain!
• Internal names get encoded once, then URL encoded when displayed in the browser adding to the confusion!
• The internal name of The_x0020_number_x0020_of_x0020_
• Is actually displayed in the browser as :-The%5Fx0020%5Fnumber%5Fx0020%5Fof%5Fx0020%5F
Internal Name Pain!
• Multiple long field names lose meaning
The_x0020_number_x0020_of_x0020_0
The_x0020_number_x0020_of_x0020_
Internal Name Pain!
• Creating your fields carefully will save you this pain!
• SharePoint 2013 introduces some new pain with the quick edit list functionality.
Internal Name Pain!
I’m not a dev!
• Why should I care?
I’m not a dev!
• Your developers (if you have them) will love you!
FAQ Basic
• Building the foundations Site Columns & Content Types
• Build using the Custom List template Add our Content Type
Configure Metadata Navigation
Configure Ratings
Configure list view
• Additional option Versioning/Content Approval
DEMO – FAQ Basic
FAQ Intermediate
• Expanding on the Basic configuration Enhance the item page using linked search
Content By Search Web Part **
FAQ Intermediate
• Expanding on the Basic configuration Improving the Search Centre experience
Enabling Metadata Refinement
Enhancing visibility of results
DEMO – FAQ Intermediate
FAQ Advanced
• Building further functionality Enhancing the User Experience
List view web part display templates
Search Display templates for the linked search
Search Display templates for the Search centre
Adding value using People search Configuring SME selector in Profile
Adding the Managed Property
FAQ Advanced
• The List View Display Template
Allows us to control look and behaviour
FAQ Advanced
• Search Display Templates for the linked search
FAQ Advanced
• Adding value using People Search Enhancing the user profile with a new field
Values taken from FAQ MMS values
FAQ Advanced
• Adding value using People Search New User profile column is added to search
Allows us to Search for FAQSME:SharePoint
FAQ Advanced
• Adding value using People Search Enhance the FAQ entry with related experts view
DEMO – FAQ Advanced
In Summary
• Basic and Intermediate demos built using configuration only
• Advanced demo built using low skill techniques
• Future enhancements Versioning/Content Approvals for control
Cross site collection usage
Document based FAQ lists
Combined List Items/Document FAQ lists using search
#SPCSR
www.facebook.com/hashspcsr
https://github.com/spcsr
Questions?
