SharePoint and the Story of the Mutant Frog

WWW.COLLAB365.EVENTS 10/15/2016SharePoint Saturday - Portlandia

SHAREPOINT AND THE STORY OF THE MUTANT

FROGNarrated By:

Tom Duff


The Story Teller(s)


Prince Tom Duff• SharePoint Developer• Portland, Oregon, U.S.• 35+ years in IT, 20+ working with collaboration software• Co-author of two books (in a former technical life with

IBM/Lotus)• Specializing in Out-Of-The-Box solutions for business areas• Speaker at virtual conferences, SharePoint User Groups,

SharePoint Saturdays


Once upon a time…• The Wish• Brainstorming• How We Built It• The Moral of the Story


The Wish• Peer recognition program that incentivize employees to

participate• Must be easy to use, low cost and easy to maintain• Employees can recognize any other employee throughout the

company as many times as they like• Automated email notifications• Employees can see who they recognized and who recognized

them• Managers can see who and what was recognized


Brainstorming Time• What shall we call it? • Let’s make it pretty (https://pixabay.com/)

• Oh no, our frog only has 4 toes (SnagIt)

https://pixabay.com/


The ConceptTake Five to Give Five

Take 5 minutes to give 5 points to a fellow co-worker and recognize their outstanding work. You also receive 1 point for

recognizing someone.


Time to Get to Work• Let’s build the site • Create a Picture Library to store our artwork• Build a custom list to store the High Five recognitions• Build a second custom list to store the drawing entries• Build a dashboard page to summarize information


List Settings:Advanced Settings

• Item-level Permissions• Attachments - Disabled


Creating the Custom ListCreate columns:• Recipient (Field Type: Person or Group)

• Recognition (Field Type: Multiple lines of text, Rich text for spell check purposes)


Customize the Form• Used InfoPath to customize form• Colors• Logo• Submit button


Additional Form Fields• Submitter• Date Submitted• Year, Quarter, Month• Recipient and Submitter: • First Name, Last Name, Division, SubDivision, SubSubDivision,

Supervisor Level 1, 2, and 3• High Five Recognition Board• Character count


Form Rules• 350 character limit for recognition and character count• You can’t “High Five” yourself• Submit display message


Character Count


Can’t High Five Yourself


Submit Message


Duplicate Recognition


High Five Drawing List• Create a secondary list

for drawing entries


Initial Processing Workflow• Update the demographic fields• Update High Five Recognition Board field• Set the supervisory fields• Create the High Five Drawing Entries• Send out an email


Creating The List Items


Creating the High Five List Item


The Email Generation Step


The Result


Creating a Duplicate High Five


Getting the Icon in the Ribbon Bar


Duplicate Recognition Workflow


Deleting a High Five• Used to prevent people from deleting High Fives but still

getting drawing entries for giving or receiving• PowerShell script• Create hash table of High Five list IDs• Read each drawing entry and check to see if High Five list

ID is in the table• If not, delete the drawing entry


Monthly Drawings• Export to Excel• Filter list to current month• Random Number Generator

https://www.random.org/integers/

https://www.random.org/integers/


Home Page


Home Page• InfoPath webpart for submission• High Five list with Recognition Board field (no toolbar)• Content Editor Webpart to remove column headers

<style> TR.ms-viewheadertr {DISPLAY: none}</style>


High Five Dashboard

• 3 Filtered List Web Parts


Reports


Information Management Policy SettingsPurge Drawing Entries

4 months after created datePurge High Fives

13 months after created date


The Moral of the Story• It doesn’t have to be hard• It doesn’t have to be dull and boring• It can be done out-of-the-box• Have fun


And they all lived happily ever after


Thank you for attendingTom Duff• Twitter: @duffbert• Email: [email protected]• SlideShare:

www.slideshare.net/duffbert

Sandra Mahan• Twitter: @smahan14• Email: [email protected]• SlideShare:

www.slideshare.net/sharepointsandra

mailto:[email protected]

http://www.slideshare.net/duffbert

mailto:[email protected]

http://www.slideshare.net/sharepointsandra

Date post:	24-Jan-2017
Category:	Technology
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SharePoint and the Story of the Mutant Frog

Technology