Creating an FAQ for end users, An evolution of an idea - SharePoint Saturday Jersey

Creating an FAQ.An evolution of an idea

#SPSJEPaul HuntSolutions [email protected]

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/sales

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?

Thank You!

Raffle Prizes at 16:00

1st #SharePint in the Hotel Bar sponsored by Cloudshare 16:30