How to Use SharePoint Designer

Overview of SharePoint Designer

SharePoint Designer is an awesome software app that makes it super easy to build amazing websites. It was designed mainly to help with creating, developing, and managing SharePoint sites. It’s so user-friendly, even those with no web dev experience can use it.

A great feature is custom workflows. These let organizations customize their biz needs visually. Plus, SharePoint Designer quickens the process of making changes or mods in the site since everything’s web-based in Microsoft functions.

Did you know? SharePoint Designer was originally called Microsoft Office SharePoint Designer (MOSSD). Later, it was renamed due to its separation from MOSS.

If you can click a mouse and type a keyboard, you’re already qualified to use SharePoint Designer!

Getting Started with SharePoint Designer

To understand how to use SharePoint Designer for getting started with it, the solution is to download and install the program and understand the interface. The first step is to download and install it, followed by familiarizing yourself with the SharePoint Designer interface.

Downloading and Installing SharePoint Designer

SharePoint Designer is a powerful tool that helps individuals and teams create, edit and manage SharePoint sites. Here’s how to get it.

  1. Downloading SharePoint Designer is simple. Check the requirements of the software and follow these steps:
  2. Go to
  3. Click on Download
  4. Choose your language and pick either “SharePointDesigner_64bit.exe” or “SharePointDesigner_32bit.exe” (depending on your version)
  5. Save and Open the installation file.

If you have an Office 365 subscription, you may have access to Microsoft 365 apps, including SharePoint. Consider which is best for you before downloading. Also, after installation, customize your Sharepoint site with the available templates in SharePoint Designer.

To use this tool effectively:

  • Familiarize yourself with its capabilities and features through online tutorials.
  • Update it regularly to avoid any compatibility issues when working with Share Point sites.
  • Share knowledge gained using the application.

Navigate through SharePoint Designer like an expert – you’ll be saying ‘I design SharePoint for fun’ soon!

Understanding SharePoint Designer Interface

SharePoint Designer Interface is key for crafting, designing, and customizing SharePoint sites. It’s easy to use and looks professional. The Ribbon, Quick Launch bar, and Site Actions menu help users get around quickly.

Customization options in SharePoint Designer offer more flexibility than templates or themes. Design view brings a WYSIWYG format for dragging and dropping web parts. You can write HTML directly into the design canvas or source code view.

SharePoint began back in 2001 as a document management system made by Microsoft engineers. Over time it developed into a collaborative platform to share documents, lists, and other data. Now, SharePoint is a top office productivity tool around the world.

SharePoint Designer – your ticket to creating a SharePoint site without going bonkers!

Creating a SharePoint Site with Designer

To create a SharePoint site with Designer, you can use two methods – Creating a Site Layout using Master Pages or Creating and Customizing Web Pages. Both of these sub-sections are crucial to bring your idea into action. Let’s explore how to create a visually appealing site layout and customize web pages with SharePoint Designer.

Creating a Site Layout using Master Pages

Creating a site layout with Master Pages is a must for SharePoint designers. This feature gives a consistent look and feel across the site, with easy customizations. Here’s how to do it in five steps:

  1. Open SharePoint Designer. Go to Site Objects and select ‘Master Pages’.
  2. Find ‘v4.master’ and copy it.
  3. Paste the file in the Master Pages folder and give it a name (e.g. custom.master).
  4. Make changes with CSS styles or JavaScript code.
  5. Set your layout as the default one.

Plus: Consider creating parts like headers and footers for easy modification and reuse. Don’t settle for boring pages – create and customize them like a boss!

Creating and Customizing Web Pages

Time to dive into the SharePoint realm! Comprehend how you can craft and personalize web pages according to your needs. With Designer, you can make a visually attractive site while keeping it user-friendly.

Let’s get creating:

  1. Launch SharePoint Designer on your device.
  2. Go to “Site Options” in the File menu.
  3. Select “Master Pages” on the left-hand menu.
  4. Modify/create a page using the interface.

Remember to keep everything aligned with your brand’s guidelines. Add images/graphics that are relevant to the site’s purpose and all necessary navigation elements.

It’s important to see how users view your website. Use previews after each main change for extra accuracy before the page goes live.

A few years ago, businesses used HTML for website content creation, which was labor-intensive. But now, SharePoint Designer makes it easier and faster to create sites tailored to their business needs, without compromising visual appeal. So, revamp your SharePoint list views with a designer makeover for a modern look!

Customizing SharePoint List Views with Designer

To customize your SharePoint list views with designer, use editing list views and forms, creating new list views as solutions. With these sub-sections, you can effortlessly customize the layout of your list and tailor it to your specific needs. Learn how to harness the power of SharePoint Designer to increase your efficiency and productivity when handling SharePoint data.

Editing List Views and Forms

Customizing SharePoint List Views? It’s an essential part of any successful project. Designer lets you tailor your Lists and Forms to fit your requirements. Here are five ways to optimize them:

  1. Use Conditional Formatting: Highlight data based on criteria.
  2. Modify Columns: Add or delete columns.
  3. Filter Data: Choose what content to display.
  4. Rearrange Layout: Order columns for better understanding.
  5. Apply Custom Styles: Create personalized themes with CSS.

Designer also offers HTML and XSLT views. These let you implement custom designs with JavaScript or jQuery scripts that may not be possible with the standard List functionality.

Fun fact: Microsoft made Designer free in 2009. Get creative and make some killer list views!

Creating New List Views

Do you need to customize a SharePoint list view? It’s easy with Designer. Follow these four steps:

  1. Open the list in Designer.
  2. Select “Views” from the side navigation.
  3. Click “New View” and choose type.
  4. Customize columns, sorting, and filtering.

You can base the view on an existing one, or start from scratch. Plus, you can choose which fields show in the view. And add conditional formatting. This helps your team stay organized and efficient.

Did you know SharePoint is responsive? That means your customized list views will display on any device or screen size. Team productivity on-the-go is now achievable! Make your site a masterpiece with SharePoint Designer.

Branding a SharePoint Site with SharePoint Designer

To brand a SharePoint site with SharePoint Designer, you need to customize themes, logos, fonts, and colors. In order to achieve this, this section on branding with SharePoint Designer provides you with solutions on creating custom themes, adding logos, fonts, and colors.

Creating Custom Themes

Make your SharePoint site stand out with a custom theme! Follow these steps to get started:

  1. Open SharePoint Designer and select the site to customize.
  2. Go to the ribbon menu and click “Design Manager.”
  3. Choose “Create Design Package” and “Generate” to create an HTML file with branding elements.
  4. Customize the HTML file with CSS, images, logos, and other elements.

It’s important to keep in mind that custom themes require knowledge of CSS and HTML. To make your site really stand out, use unique color palettes and incorporate your company’s logo. Don’t be afraid to get creative!

Adding Logos, Fonts, and Colors

SharePoint Designer is a great way to make custom SharePoint sites without templates. To make your site eye-catching, consider the language, icons, and colors of other popular sites with similar goals. Use design tools such as Sketch or Adobe XD to make mockups with pleasing color combinations. This helps users understand and increases page views which affects SEO to attract more users. Now put on your flowchart glasses – it’s time to dive into managing workflows in SharePoint Designer!

Managing Workflows with SharePoint Designer

To manage workflows with SharePoint Designer, you need to get familiar with creating and editing workflows, and setting up workflow permissions and triggers. These two sub-sections offer comprehensive solutions to help you customize your workflow according to your requirements. With the help of SharePoint Designer, you can streamline your workflow processes efficiently and effectively.

Creating and Editing Workflows

When it comes to SharePoint Designer and workflows, creating and editing them is essential. This tool automates business processes, boosting productivity. To create a new one, go to a SharePoint site. Choose the list or library you want to add the workflow to. Then, click Settings > Workflow Settings > Add Workflow.

The workflow designer offers various options like conditions, actions, stages, loops, and more. Plus, you can add custom logic. Editing an existing workflow is easy: go to SharePoint Designer, find the workflow, and make changes.

SharePoint Designer’s special capability? Parallel processing in workflows. This means multiple tasks can be completed at once, not one after the other. This saves time and energy.

For successful workflow creation and editing, plan the process. Identify steps that need automation, how they link, and use descriptive variable names. Formatting will help too.

By following these best practices, users get the most out of SharePoint Designer. Time to get your permissions and triggers rolling!

Setting Up Workflow Permissions and Triggers

SharePoint Designer enables efficient workflow management by setting up workflow permissions and triggers. Define who has access and actions that trigger the workflow to streamline processes and allocate tasks. Here’s a 3-step guide to help you get started:

  1. Define Permissions: Navigate to “Workflow Settings” and click “Edit Workflow Permissions”. Add or remove groups or user accounts.
  2. Set Triggers: Go to “Start Options” and select the appropriate start options.
  3. Test & Publish: Test the workflow’s functioning by running some tests. Only Site Owners can manage global workflows.

A colleague shared how this strategy improved processes. Setting up permissions reduced work overload and saved resources. Patience and googling will solve tech problems!

Troubleshooting Tips for SharePoint Designer

To troubleshoot SharePoint Designer effectively, you need to be equipped with the right solutions. In order to help you with that, we bring to you the “Troubleshooting Tips for SharePoint Designer” section. It comprises of two sub-sections – “Common Errors and How to Fix Them” and “Best Practices for Efficiency in SharePoint Designer”, which provide practical solutions to popular SharePoint Designer problems.

Common Errors and How to Fix Them

“Common Errors & How to Fix Them” is a helpful topic for those having difficulty with SharePoint Designer. There are plenty of problems that keep arising when it comes to customizing list items and editing workflows. Let’s discuss the most common ones and how to address them:

  1. Error 1: “Cannot Connect to the Server”. This error appears when the server details are incorrect or an unknown server is being accessed. Verify the connection settings and ensure you have the proper access.
  2. Error 2: “The Data View Could Not Be Loaded”. This error occurs when editing a web part. Make sure there are no missing links or schema in the data source.
  3. Error 3: “Access Denied”. You might encounter this error when trying to edit an item or document on SharePoint Designer. Check if you have the right permissions granted on that particular site.
  4. Error 4: “Server Busy”. This error crops up when computer resources are used up and SPD can’t get enough memory to run processes properly. Restart your computer or workflow process to fix this issue.
  5. Error 5: “Unexpected Error Has Occurred”. This is a broad term for any error with no specific code number, making it hard to find a solution. Delete the cache files in %USERPROFILE%AppDataLocalMicrosoftWebSiteCache folder and restart SPD to see if it works.
  6. Error 6: “An Item With The Same Key Has Already Been Added.” This error happens because of duplicate column names added through Content Types in lists. Add unique field values to solve the problem.

Ensure you’re using the latest version of SharePoint Designer from Microsoft’s official website. In other words, only get software products from trustworthy sources.

Lastly, research by ShareGate (a leading migration tool) shows that almost half of survey respondents’ top concern was related to troubleshooting SharePoint issues. Don’t waste time trying to reinvent the wheel in SharePoint Designer. Follow best practices and save yourself some headaches.

Best Practices for Efficiency in SharePoint Designer

SharePoint Designer is key for constructing and tailoring SharePoint sites. Upgrading the efficacy of SharePoint Designer is paramount for maximum productivity. Here are four top techniques:

– Restrict the use of embedded code, as it can lead to performance issues.
– Employ reusable components to dodge redundant coding.
– Make use of design view carefully, as it can upsurge page loading time.
– Keep CSS and script files apart from other web site possessions.

To widen productivity, contemplate utilizing shortcuts on the keyboard, and backing up all website personalizations on a regular basis.

It is vital to be aware that some characteristics can differ depending on the version of SharePoint Designer being employed.

According to an AIIM poll, 63% of firms use SharePoint for document control. Stick to these tips for success with SharePoint Designer, or else you’ll be in deep trouble!

Conclusion: Tips for Success with SharePoint Designer

Do you find SharePoint Designer a challenge? Here are some steps to success:

  1. Utilize Design View. SharePoint Designer has two options for editing pages – Split View and Design View. If you’re a beginner, Design View is better because it’s easier to see the page.
  2. Customize Your Ribbon. SharePoint Designer doesn’t come with all the commands you need. You can change the ribbon to get to frequently used commands quicker.
  3. Learn Shortcuts. You can do anything with just the mouse, but knowing keyboard shortcuts can help you work faster. For instance, Ctrl+Z undoes your last action, while Ctrl+Y redoes it.
  4. Use Snippets. Don’t forget snippets! These code pieces can save you time by letting you put in features into your site without coding everything.

To get the most out of SharePoint Designer, keep these tips in mind. Also, try different features and options until you find one that works best.

If you’re still unsure, don’t be afraid to look for more resources or training. With more time and knowledge, anyone can become an expert at SharePoint Designer.

Frequently Asked Questions

1. What is SharePoint Designer?

SharePoint Designer is a powerful and free tool from Microsoft that allows you to create, customize, and manage SharePoint sites and applications.

2. How do I download and install SharePoint Designer?

You can download SharePoint Designer from the Microsoft website. Once downloaded, follow the installation instructions to set up the program on your computer.

3. What are some common uses for SharePoint Designer?

Some common uses for SharePoint Designer include creating and editing custom workflows, designing and branding SharePoint sites, and developing custom web pages and applications.

4. Can I use SharePoint Designer without knowing how to code?

Yes, SharePoint Designer offers a user-friendly interface that allows users to create and customize SharePoint sites and applications without extensive coding knowledge.

5. How do I connect to a SharePoint site using SharePoint Designer?

To connect to a SharePoint site using SharePoint Designer, click on the “Open Site” button on the start page and enter the site URL when prompted. You will then be asked to enter your site login credentials.

6. Is SharePoint Designer compatible with all versions of SharePoint?

No, SharePoint Designer is only compatible with certain versions of SharePoint, including SharePoint 2010 and SharePoint 2013. Be sure to check the compatibility of your version before using SharePoint Designer.

Start your free trial now

No credit card required

Your projects are processes, Take control of them today.