4/14/2013

SharePoint Cincy 2013 is this week!

 

Don't forget… SharePoint Cincy 2013 is coming soon! April 19th (That's this Friday!)

Third Annual SharePoint Cincy Event!

Register NOW!  http://www.sharepointcincy.com/

 

SP-speaker-image

I've been asked to bring back my SharePoint Governance presentation, "SharePoint Governance… It May Not Be What You Think It Is…". I've updated it to include SharePoint 2013 and Office 365. Governance was a big topic, its gotten bigger! (and still only an hour allotted!)

 

Choose From Multiple Tracks:

This conference promises to have something for every level of your organization and every IT professional who has an interest in SharePoint. Here's this years tracks:

  • Driving Business Value with SharePoint
  • Application Development in SharePoint
  • SharePoint Implementation and Administration
  • Business Intelligence and Data Management
  • Site Owners, Content Managers & Power Users
  • Bonus Track: Exploring What's New With SharePoint 2013

 

The tracks:

Track 1: Driving Business Value With SharePoint

Subject: Converting an Email Culture into a SharePoint Culture
Presenter: Robert Bogue – President, Thor Projects, LLC and SharePoint MVP
 
Subject: SharePoint: Driving Business Value Through Data Centralization
Presenter: Adam Solzmon – PCMS Datafit, SharePoint Practice Leader

Subject: How to Manage Business 'Transformation' Using SharePoint as the Engine
Presenter: Rich Kurz – Ascendum, General Manager, Solutions


Track 2: Application Development in SharePoint

Subject:  Updating Your Developer’s Skill Set for the New App Model
Presenter: Sean McDonough – Bitstream Foundry - Owner
 
Subject: F5 Tornado – A Whirlwind Introduction to SharePoint 2010 Development
Presenter: Patrick Tucker – Strategic Data Solutions, Principal Consultant SharePoint

Subject: Unleashing the Power of the Content Query Web Part
Presenter: Peter Serzo – High Monkey Consulting, SharePoint Practice Architect

Subject: Claims Based Authentication and SharePoint
Presenter: Justin Kobel – KiZAN Technologies, Principal SharePoint Consultant
 

Track 3: SharePoint Implementation and Administration

Subject: SharePoint 2013 Administration
Presenter: Tom Resing - SharePoint911/Rackspace, Consultant SharePoint MVP

Subject: Managed Metadata A to Z – Plan, Implement, Make it a Success!
Presenters: Stacy Deere-Strole – Focal Point Solutions, CEO, Stephanie Donohue – Focal Point Solutions, SharePoint Solutions Architect
 
Subject:Advanced SharePoint Troubleshooting
Presenter: Clint Richardson – Applied Information Sciences, Infrastructure Consultant

Subject: Integrating SharePoint with Office Web Apps (WAC) Server
Presenter: Brian Jackett – Microsoft, Premier Field Engineer - SharePoint


Track 4: Business Intelligence and Data Management

Subject: SharePoint BI – A Parable of Choices and Choosing Wisely
Presenter: Peter Serzo – High Monkey Consulting, SharePoint Practice Architect
 
Subject: Managing Your Business With Dashboards and Disparate Sources
Presenter: Chris Murphy – Ascendum, SharePoint/BI Solutions Delivery Manager

Subject: Integrate External Data with Business Connectivity Services
Presenter: Tom Resing - Rackspace, SharePoint MCM and MVP

Subject: Now I Have SharePoint. Where's the BI?
Presenters: Jim Klosterman – PCMS Datafit, Senior Consultant, Harold Loyd – PCMS Datafit, Senior Consultant


Track 5: Site Owners, Content Managers, & Power Users

Subject: The Secret Sauce for Building Sophisticated Applications as an End-User with SharePoint
Presenter: Bill Crider – Sogeti, Senior Manager

Subject: Lists: Used, Abused and Underappreciated
Presenter: Wes Preston–TrecStone, LLC, Owner/Principal Consultant and SharePoint MVP
 
Subject: Branding In SharePoint 2013
Presenters: Matthew Tallman – Cardinal Solutions, Principal Consultant David M. Ginn – Cardinal Solutions, Principal Consultant

Subject: ECM on SharePoint - 13 Ways to Make it Rock!
Presenter: Jeremy Minich – KnowledgeLake, Systems Engineer
 

Bonus Track: Exploring What's New With SharePoint 2013

Subject: Where is SharePoint Headed and Why Should You Care? (a panel discussion)
Potential Panelists: Sean McDonough, Wes Preston, Shane Young...
 
Subject: Build Your SharePoint 2013 Lab in the Cloud with Azure… for FREE!
Presenter: Keith Mayer – Microsoft, Senior Technical Evangelist

Subject: Re-Introduction to Workflow
Presenter: Robert Bogue – President, Thor Projects, LLC and SharePoint MVP
 
Subject: Combining your BI collateral with PerformancePoint Services - A Working Session
Presenter: Tavis Lovell – SharePoint 911/Rackspace, Senior SharePoint Consultant


 

Who should attend?

  • Application/Software Developers
  • Information Architects
  • SharePoint Administrators
  • IT Business Leaders
  • Knowledge Workers
  • IT Professionals

3/22/2013

SharePoint: Change the Default for "Use my local drafts folder"

 

If you don't know what the "local drafts folder" is, then read this first: http://techtrainingnotes.blogspot.com/2012/12/sharepoint-use-my-local-drafts-folder.html

In SharePoint 2007 the "Use my local drafts folder" checkbox was checked by default. In SharePoint 2010 and 2013 it is not checked by default. Turns out that this is an Office default and not a SharePoint default and can be changed from the Options screen of Word or Excel. (I think there is also a way to change the default using JavaScript from the master page, but so far I'm missing some obvious step…)

[image%255B16%255D.png]

Steps for Office 2007, 2010 and 2013

Each user can set their preference by going to an Office application such as Word, Excel, PowerPoint or Outlook and:
- Click the Office Button
- Click Options (Word Options in 2007)
- Set "Save checked-out files to" to "The server drafts location on this computer"
- Click Save

With this option:

image

you get:

image

 

And with this option:

image
Note: the "Server drafts location" option is used when the "The server drafts location on this computer" option is selected. (Looks backwards!)

you get:

image

References:

http://office.microsoft.com/en-us/powerpoint-help/change-where-you-work-on-files-that-you-check-out-from-a-sharepoint-library-HA010208583.aspx

 

Notes:

  • This setting is stored in the registry and could be set using Group Policy
    HKEY_CURRENT_USER\Software\Microsoft\Office\Common\Offline\Options\UseLocalDrafts
  • There have been reported issues when the drafts folder path points to a network share, at least in Office 2007.
  • Every day I learn something new about this thing called SharePoint that I should have known a long time ago…


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3/17/2013

Freezing the Title Row of a SharePoint 2010 List or Library

 

SharePoint 2010 lists and libraries do not have scrollbars. The pages do, but when you scroll down a long list you will find that the column headings scroll off of the top of the page. The little project below is a quick and dirty little project to add scrollbars to a list and lock the column titles in place.

Before scrolling: (click the image for a larger version)

image

After scrolling (headings have scrolled off of the top):

image

After the fix below:

image

Bonus! Notice that not only are the column headings always displayed, but so is the "Add new item link" at the bottom!

Before you continue…

  • This is a work in progress and presented as starting point for your own experiments!
  • This has only been tested in SharePoint 2010
  • It can be made to work with 2013, but there's a few extra steps that I'll need to document
  • This works with View pages… it needs more work before being used with views displayed in web parts
  • There's some excess white space at the top of the list.
  • This does not work with the following view options (and probably a few more):
    • Grouping
    • The Content Editor Web Part as adding it breaks the default view selection behavior (You must use SharePoint Designer)
  • There is a flaw with FireFox and possibly other browsers:
    • The heading row may be listed twice

 

If you are OK with the above, then give it a try!

Steps:

  1. If you don't want to customize the default "All Items" (allitems.aspx) view then create a new Standard view
  2. You may want to customize your view and set the item limit to a number larger than the default of 30. Do not exceed 5000. (A SharePoint restriction)
  3. Open the site in SharePoint Designer
  4. Click Lists and Libraries and click your list
  5. Click the view you want to customize
  6. Click the Advanced Mode button in the Home tab of the ribbon
  7. In the Code pane scroll down and find "</WebPartPages:WebPartZone>" – you will add your code between that tag and the "</asp:Content>" tag
  8. Copy the code from below and paste between the two tags listed above
  9. Edit the following line and replace Bikes with the name of your list
        var SummaryName = "Bikes "
     
    Note: View your list page, use the browser's View Source feature and search for "summary=". Copy what follows including any spaces. If your list is named Bikes and has no description defined then you will find "Bikes ".  (note the space at the end) If your list has a description then you may find something like "Bikes This is a list of bikes for sale."  (note the exact use of spaces and the possible presence of a period or other punctuation)

    Another example: The default Shared Documents library has this summary name: "Shared Documents Share a document with the team by adding it to this document library."
     
  10. In the <style> section adjust the height of the scrolling area of your list – you may need some trail and error here
    #TTNlist
    {
      height:200px;
      overflow-y:scroll !important;
      overflow-x     :auto
    }
  11. Save your changes and test your view

If it does not work:

Check your SummaryName! It has to be exactly what's found in the view page's HTML.

Try a delayed run of the script…

  Comment out this line by adding two slashes at the beginning:
    //or call the function immediately
    TTNListScroll();         <—this line

  And uncomment the spBodyOnLoadFunctionNames line:
    // update the list after the page has loaded
    //_spBodyOnLoadFunctionNames.push("TTNListScroll");

 

 

The code:

<script>
 
function TTNListScroll()
{
  // Scrolling list code from TechTrainingNotes.blogspot.com
  // Edit the next line with your list's summary name
  var SummaryName = "Bikes 2 ";
 
  var TTNmyTable;    
  var TTNListDiv = document.createElement('div'); 
  var TTNHeadingDiv = document.createElement('div');
 
  var tables = document.getElementsByTagName("TABLE");
  for (var i=0;i<tables.length;i++)
  {
    if ( tables[i].summary == SummaryName )
    {
      TTNmyTable = tables[i];
      break;
    }
  }
 
  if(TTNmyTable == undefined)
  {  
    //
    // Table not found!
    // you may want to comment out the next line after testing
       alert("table '" + SummaryName + "' not found");
    //
    return;
  }
 
  // make a copy of the table for the heading area
  TTNHeadingDiv.appendChild(TTNmyTable.cloneNode(true)); 
  TTNHeadingDiv.id="TTNheading";
  TTNListDiv.appendChild(TTNmyTable.cloneNode(true)); 
  TTNListDiv.id="TTNlist";
  TTNListDiv.width="100%";
 
  // udpate the page
  var TTNnode = TTNmyTable.parentNode
  TTNnode.replaceChild(TTNHeadingDiv, TTNmyTable);
  TTNnode.appendChild(TTNListDiv);
 
  // hide the heading row of the main list
  TTNListDiv.childNodes[0].rows[0].style.visibility='hidden';
  
  // make the DIV for the heading the same width as the main list
  TTNHeadingDiv.childNodes[0].style.width = TTNListDiv.childNodes[0].offsetWidth 
}
 
// update the list after the page has loaded
//_spBodyOnLoadFunctionNames.push("TTNListScroll"); 
 
//or call the function immediately
TTNListScroll();
 
</script>
 
<style type="text/css">
 
#TTNheading
{
  height:28px;
  overflow:hidden;
}
 
#TTNlist
{
  height:200px;
  overflow-y:scroll !important;
  overflow-x     :auto
}
 
</style>

 

 

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3/07/2013

Reminder! Cincinnati and Dayton SPUG March Meetings


Cincinnati SharePoint User Group
Next meeting: TONIGHT
3/7/2013 - 6:30 PM (Pizza and networking at 6:00 PM!)  (details below)

 

Dayton SPUG
Next Meeting - Tuesday, March 12, 2013 starts at 6:00 p.m.
(details below)


Update!

If we get at least 30 people to the March meeting MAX Technical Training will donate a free pass to SharePoint Cincy 2013! And... everyone will get a MAX T-shirt. And... I think I've still got a radio controlled helicopter around... And there's still a book or two...

So... drag your friends and coworkers to the meeting! (And please click the I'm attending button on the TechLife Cincinnati Site so we know how much food to order!)


Cincinnati SharePoint User Group
Next meeting: 3/7/2013

Tony Maddin will present:

SharePoint 2013 Real Estate – Do you buy, rent, or both?

Tony Maddin will be presenting on the SharePoint 2013 hosting models for on-premise, Office365, and the Hybrid (both on-premise and Office365 tied together) to share insight on features should be reviewed in order to help an organization to choose the right model that fits.

Past Meetings...


Dayton SPUG: @DAYSPUG

Next Meeting - Tuesday, March 12, 2013 starts at 6:00 p.m.
Event: DAYSPUG Annual Social Gathering. A great way to celebrate the upcoming SharePoint 2013 launch, SharePoint 2010 Service Pack 2, Office365, spring season, and surviving the Mayan calendar prediction.

PLEASE RSVP HERE

Location: Fox and the Hound. Beavercreek, Ohio
Event Details: DAYSPUG will be hosting a social gathering this month in lieu of our normal monthly meeting. Appetizers and soft drinks will be provided. All draft beers are $2 all night! Come on out, meet some new SharePoint friends, and support the community! Applied Information Sciences will be our gracious sponsor for the night.
Time: 6:00 p.m. to 8:00 p.m.


Interested in HTML5 and CSS3?

The user group gets points if you sign up! (Points = free books!)

Free HTML 5 online training here:

HTML5 training


And don't forget… SharePoint Cincy 2013 is coming soon! April 19th

Third Annual SharePoint Cincy Event!

http://www.sharepointcincy.com/

Choose From Multiple Tracks:

This conference promises to have something for every level of your organization and every IT professional who has an interest in SharePoint.

  • Driving Business Value with SharePoint
  • Application Development in SharePoint
  • SharePoint Implementation and Administration
  • Business Intelligence and Data Management
  • Site Owners, Content Managers & Power Users

Who should attend?

  • Application/Software Developers
  • Information Architects
  • SharePoint Administrators
  • IT Business Leaders
  • Knowledge Workers
  • IT Professionals

3/01/2013

New SharePoint 2013 content in TechNet

 

Microsoft released a lot of new content on SharePoint 2013 in TechNet in February. After a quick count, it looks like around 40 new articles and number of updated articles. Lots of good stuff here…

Here's the link to a list of the articles:  http://technet.microsoft.com/en-us/library/cc262043.aspx

A little light reading for the weekend… Smile

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2/28/2013

SharePoint 2013 First Looks for ITPros and Developers–Classroom and Webinar

 

I will be presenting two FREE SharePoint 2013 First Look clinics this March 8th at MAX Technical Training. You can attend these sessions in person at MAX's Cincinnati area Mason, Ohio training center or remotely using any PC.

Just for fun, when registering add a note that "Mike sent me!" (Or maybe… "Attending in spite of Mike")

 

MS-40027 First Look: What's New for Developers in Microsoft SharePoint 2013

More info here: http://www.maxtrain.com/Classes/ClassInfo.aspx?Id=43826

This 1/2 day instructor-led developer first-look course provides an overview of the new features, functional areas, product enhancements, and application models in SharePoint 13.

At Course Completion

  • Provide an overview of the new features, functional areas, and product enhancements in SharePoint 2013.
  • Summarize the key features of the SharePoint 2013 application development platform and describe the key features of Marketplaces.
  • Explain what a SharePoint-Hosted app is, and describe how to build a SharePoint-Hosted app.
  • Explain what a Cloud-Hosted app is, and describe how to build a Cloud-Hosted app.
  • Describe how developers extend Office Application user interfaces by creating Apps for Office and publishing them in different catalogs.
  • Describe how to create and code a simple App for Office that interacts with document content.
  • Describe improvements in Manage Metadata Services, Enterprise Content Management and Web Content Management in SharePoint 2013.
  • Describe the new social networking functionality available to SharePoint 2013 App developers.
  • Describe how the new capabilities of the SharePoint Search engine can be used in SharePoint Apps.
  • Describe how to query the index from a SharePoint-Hosted app using CSOM.

 

MS-40028 First Look Clinic: What’s New for IT Professionals in Microsoft SharePoint Server 2013

More info here: http://www.maxtrain.com/Classes/ClassInfo.aspx?Id=44107

This 1/2 day instructor-led first-look clinic explains the new and improved product features as applicable to IT Professionals and how to install, deploy, manage, and administer SharePoint Server 2013. It also provides information on how to integrate SharePoint Server 2013 with key applications and how to maintain and troubleshoot SharePoint Server 2013.

At course completion:

  • Identify the major new features in SharePoint 2013 for IT Pros
  • Discuss the major architectural changes in SharePoint 2013
  • Describe the major changes to the BCS and the search service
  • Describe the new BI and composites features in SharePoint 2013
  • Describe the new content management and compliance features
  • Identify the new features for social computing and mobile users

.

And if you can't get enough of SharePoint 2013…

Tony Maddin will present the night before, March 7th, at the Cincinnati SharePoint User Group on:

SharePoint 2013 Real Estate – Do you buy, rent, or both?

Tony Maddin will be presenting on the SharePoint 2013 hosting models for on-premise, Office365, and the Hybrid (both on-premise and Office365 tied together) to share insight on features should be reviewed in order to help an organization to choose the right model that fits.

Cincinnati and Dayton SPUG March Meetings


Cincinnati SharePoint User Group
Next meeting:
3/7/2013 - 6:30 PM (Pizza and networking at 6:00 PM!)

Update!

If we get at least 30 people to the March meeting MAX Technical Training will donate a free pass to SharePoint Cincy 2013! And... everyone will get a MAX T-shirt. And... I think I've still got a radio controlled helicopter around... And there's still a book or two...

So... drag your friends and coworkers to the meeting! (And please click the I'm attending button on the TechLife Cincinnati Site so we know how much food to order!)


Tony Maddin will present:

SharePoint 2013 Real Estate – Do you buy, rent, or both?

Tony Maddin will be presenting on the SharePoint 2013 hosting models for on-premise, Office365, and the Hybrid (both on-premise and Office365 tied together) to share insight on features should be reviewed in order to help an organization to choose the right model that fits.

Past Meetings...


Dayton SPUG: @DAYSPUG

Next Meeting - Tuesday, March 12, 2013 starts at 6:00 p.m.
Event: DAYSPUG Annual Social Gathering. A great way to celebrate the upcoming SharePoint 2013 launch, SharePoint 2010 Service Pack 2, Office365, spring season, and surviving the Mayan calendar prediction.

PLEASE RSVP HERE

Location: Fox and the Hound. Beavercreek, Ohio
Event Details: DAYSPUG will be hosting a social gathering this month in lieu of our normal monthly meeting. Appetizers and soft drinks will be provided. All draft beers are $2 all night! Come on out, meet some new SharePoint friends, and support the community! Applied Information Sciences will be our gracious sponsor for the night.
Time: 6:00 p.m. to 8:00 p.m.


Interested in HTML5 and CSS3?

The user group gets points if you sign up! (Points = free books!)

Free HTML 5 online training here:

HTML5 training


And don't forget… SharePoint Cincy 2013 is coming soon! April 19th

Third Annual SharePoint Cincy Event!

http://www.sharepointcincy.com/

Choose From Multiple Tracks:

This conference promises to have something for every level of your organization and every IT professional who has an interest in SharePoint.

  • Driving Business Value with SharePoint
  • Application Development in SharePoint
  • SharePoint Implementation and Administration
  • Business Intelligence and Data Management
  • Site Owners, Content Managers & Power Users

Who should attend?

  • Application/Software Developers
  • Information Architects
  • SharePoint Administrators
  • IT Business Leaders
  • Knowledge Workers
  • IT Professionals

2/10/2013

SharePoint 2013 Site Members Can Create and Delete Lists!

 

Have you noticed that when you create a new site collection or subsite with unique permissions that your team members can:

  • Create new lists and libraries (now called Apps)
  • Customize lists and libraries
  • DELETE LISTS AND LIBRARIES!
  • The Help button on a site also says "With the proper permissions – Full Control, Design, or Edit – you can activate or deactivate specific features for your site", but my testing shows that users with Edit cannot enable/disable features. (Now that would be scary!)

In SharePoint 2007 and 2010 the default members group was assigned the Contribute permission level. Contribute permitted them to add, edit and delete content, but not lists and libraries. In SharePoint 2013 the members group is now assigned the new Edit permission level, which adds the "Manage Lists" permission.

image

image

What can you, or should you, do?

If you don't like team members deleting lists then consider one or more of the following:

  • Ask your team members to please not add, edit or delete "Apps" (Lists and Libraries)   :-)
  • In each Site Collection edit the Edit permission level an remove the "Manage Lists" permission
  • Update your governance plan to deal with this interesting little issue
  • Enable Auditing at the site collection level so you at least know who did the damage

 

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2/05/2013

Cincinnati SPUG Meeting this Thursday

 

We meet at MAX at 6:00 for food and networking and start the meeting at 6:30.  Details here.

I'll be presenting…

The Mystical SharePoint Super User and Auditor

A look into SharePoint User Policies, the creation of “super users” and how to take away powers from everyone else!

In this session we will explore SharePoint Permission Policies and User Policies to grant application wide permissions to selected users to create the often mentioned but rarely documented “Auditor” and “Super User” roles. We will also see how to use SharePoint’s only option to deny permissions to restrict even Full Control users from things like creating subsites.

Mike Smith is a SharePoint MVP, a Senior Instructor at MAX Technical Training, author and an official SharePoint nut.

2/03/2013

Add a Content Editor Web Part (CEWP) to a Survey

 

Had an interesting question… how do I add a Content Editor Web Part to a SharePoint survey. Turns out this is pretty easy, with one trick, one bug and one caveat.

  • SharePoint 2007 will need a web part trick.
  • SharePoint 2013 has a "bug" that requires you to edit the page in SharePoint Designer. The steps below include 2013 just in case they fix the bug! Be forewarned, adding a CEWP in Designer 2013 is not trivial as they left out the Design View. You have to hand edit your HTML for the web part!
  • The caveat has to do with how multipage surveys are displayed. There are only two web pages, no matter how many Page Separator columns you added; one web page for page 1 (Newform.aspx) and one web page for all other "pages" (Editform.aspx). What this means is that you cannot add a different page level (or web part) customization on "page 3" than on "page 4".
  • Trivia: Both SharePoint 2010 and 2013 surveys still use the old 2007 user interface! No ribbon!

When you respond to a multipage survey the following happens:

  1. NewForm.aspx is displayed. (this is the first "page" of your survey) When you click Next SharePoint creates a new list item in the Survey list and then loads EditPage.aspx for the rest of the questions. The URL for the first page looks like this:
      http://sharepoint/sites/Training/Lists/Survey/NewForm.aspx?IsDlg=1
        (2007 and 2013 do not add the "?IsDlg=1".)
  2. EditForm.aspx is displayed for "page 2" starting with the next question in the survey. In my example the question is named "Comments":
      http://sharepoint/sites/Training/Lists/Survey/EditForm.aspx?ID=7&FirstField=Comments&IsDlg=1
        (2007 and 2013 do not add the "?IsDlg=1".  ID is the item ID of this survey response.)
  3. EditForm.aspx is displayed for "page 3" starting with the next question in the survey. In my example the question is named "How many days?":
      http://sharepoint/sites/Training/Lists/Survey/EditForm.aspx
      ?ID=7&FirstField=How%5Fx0020%5Fmany%5Fx0020%5Fdays%5Fx003f%5F&IsDlg=1

Note that after page one the same web page (and web part) is used to display all remaining questions. They only difference is the FirstField parameter in the URL. So… an edit made to NewForm.aspx is displayed on the first page of the survey while an edit made to EditForm.aspx is displayed on all survey pages after page 1.

 

Here's the steps for SharePoint 2007, 2010 (or Office 365 2010) and 2013:

  1. Create the survey as usual
  2. Go to the survey and click "Respond to this Survey". (you will be on NewForm.aspx) If it is a multi page survey and you want to edit everything after page 1 then click Next. (You will be on EditForm.aspx)
  3. For SP 2010, right-click in a blank area in the dialog box and click Properties. Copy the URL (make sure you get it all as only two lines are displayed) Paste the URL into the browser's address bar. If you are working with 2010 then remove the "?IsDlg=1" from the URL. Press Enter to display the form.
  4. For 2007 add "&ToolPaneView=2" to the end of the URL Press Enter to display the form.
  5. For SP 2010 and 2013 click Site Actions (The "gear" for 2013) and Edit Page. (2007 is already in edit mode due to the ToolPaneView=2.)
  6. Click Add A Web Part and add your Content Editor Web Part. This is where SP 2013 fails. The panel to add a web part is displayed behind the web page. You can see it but not click it. Go to SharePoint Designer, open the site, open the survey list and edit NewForm.aspx or EditForm.aspx and add the web part there.
  7. Click the dropdown menu on the web part and click Edit Web Part. For SP 2007 click the Rich Text button. For SP 2010 click in the web part and start typing. For SP 2010 the text editor ribbon will not be displayed. You may want to create the text in another CEWP and copy and paste it into this CEWP.
  8. Click the OK in the web part's Properties panel to save your changes.
  9. Test your survey.

Tip: When you create your survey checkmark "Allow multiple responses". If you forgot to do this then go to the Survey and click Settings, Survey Settings, Title Description and Navigation.

image

 

For more survey customization options see Chapter 12 of my book SharePoint Customization for the Site Owner. 
What's in this chapter?
  • A list of survey tips, including how to create custom views
  • A better Yes/No field for surveys and lists
  • Adding a Welcome or Instructions message to the Overview page
  • Adding a Welcome, Instructions or Thank You message to the survey
  • Adding Color, Fonts and HTML to Surveys

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