Hide CallOuts in a SharePoint 2013 Task List

Today I am Posting a quick tip about How to Hide CallOuts in a SharePoint 2013 Task List.
CallOuts by default, are displayed on “Task Name” field in a typical SharePoint 2013 Tasks List.See the screen below.

SharePoint 2013 default Task list

To disable or hide these CallOuts Permanently, you would need to modify the CalloutMenu & CalloutMenuAllowed Properties of this Column or use a Custom Column with CalloutMenuAllowed set to disabled.Read more about this at Here.

For a quick and dirty fix to remove CallOuts from a “Task Name” Field and display the regular ECB (Edit Control Block) menu you can simply Create a Custom View with a different style (other than default). Lets look at the Steps -

1. Navigate to your ListView WebPart or Task List.
2. Select the List Tab and select “Create View”
SharePoint 2013 List Create View

3. Next in the Create New View Page add a name for your view and scroll down to the “Style” section. Select “Newsletter, no lines” in View Style: and save the View.(See below)

SharePoint 2013 View Style

With the new View the List View looks like below –

SharePoint 2013 Task List with ECB

Enjoy the new View.

You might also be Interested in :
Disable CallOut Popup for a Field or Column in SharePoint 2013 List

Also See the Complete tutorial on CallOut Popups at SharePoint 2013 CallOut Popups Tutorials for examples on Creating CallOuts, CallOut Actions and more..


Publish a Post to SharePoint 2013 Blog using Word 2013

Like earlier versions of Office, the new Word 2013 also has a new cool feature that would allow you to Publish Word Documents directly to your SharePoint 2013 Blog. Lets look at the Steps in detail.

Steps –

1. Open a Word 2013 document and select the Files tab.

2. Under “Share” select “Post to Blog”
SharePoint 2013 Create Word 2013 Document

3. Next you would be presented by a Popup to Register your SharePoint 2013 Blog. Select “Register Now”.
SharePoint 2013 Register Now

4. Next Select the SharePoint blog in the New Blog Account Popup.
SharePoint 2013 Blog account

5. Next add the SharePoint Blog Url and select Ok. Wait for the Word to Create the Connection.
SharePoint 2013 Blog url

Once done you would see the Success message as below.
SharePoint 2013 Account registration successful

6. Now add some Content in your Document. Add the Title of your Post and Content below it.
Once done Publish the blog Post using the Publish button.

SharePoint 2013 Publish Blog Post

7. Verify if the new blog post has been Published by Navigating to your Blog.
SharePoint 2013 Blog Post

The Images added to the Word Doc is added to the default Photo Library that exist in the SharePoint 2013 blog.

Also see : How to Embed a Word document in your SharePoint 2013 site


Disable CallOut Popup for a Field or Column in SharePoint 2013 List

Disable CallOut Popup for a Field or Column in SharePoint 2013 List

I have written various topics on CallOut Popups on this site and I must say working with CallOuts is getting very Interesting.See the Complete tutorial on CallOut Popups at SharePoint 2013 CallOut Popups Tutorials for examples on Creating CallOuts, CallOut Actions and more..

Today I was looking for Some Options to Disable or Remove CallOuts from a SharePoint 2013 Task List. CallOuts by default, are displayed on “Task Name” field in a typical SharePoint 2013 Tasks List.See the screen below.

SharePoint 2013 Call Out Popup

For any Field that displays CallOuts two properties are set – one to show the CallOut Popup link and other to set if the displaying CallOut is even allowed for a Field or not.

SPField.CalloutMenu - This property gets or sets an indication of whether the field shows a link to the Callout menu.
In other words, If this property is true the link to the CallOut (i.e. ‘…’) is displayed.If set to False the link is not shown.

SPField.CalloutMenuAllowed - This property gets or sets an indication of whether showing the callout menu in the field is allowed, prohibited, or is optional and determined by the CalloutMenu property.

Things to Note -

* Attempts to set SPField.CalloutMenu property is ignored if CalloutMenuAllowed is not set to Allowed.
* If CalloutMenuAllowed is set to Prohibited, the CalloutMenu(showing the link) is always false. If CalloutMenuAllowed is set to Required, the CalloutMenu(showing the link) is always true.

So to disable or remove CallOuts for a Field say “Task Name” in a Tasks list, you need to set the “SPField.CalloutMenuAllowed” property of “Task Name” as Prohibited and then use it in your list.

Updated! A Quick workaround to Hide CallOuts is by switching Views that you use in your list.See the Quick workaround to Hide CallOuts in a SharePoint 2013 Task List.

Related -
SharePoint 2013 CallOut Popups Tutorials

SharePoint 2013 CallOut Popup Tutorial

SharePoint 2013 CallOuts Tutorial and Examples

In SharePoint 2013, Microsoft has Introduced a new Framework to Create CallOuts that is somewhat similar to the Dialog Framework Introduced in SharePoint 2010.
The new CalloutManager class in “Callout.Js” (path – C:\Program Files\Common Files\microsoft shared\Web Server Extensions\15\TEMPLATE\LAYOUTS) is responsible for Creating and editing Instances of a CallOuts in SharePoint 2013.

CallOuts In SharePoint 2013, are displayed only for Specific Lists and Libraries. For example, by default, CallOuts are displayed for Document Library,Assert Library,Task Lists etc and not for Custom Lists,Announcements Lists,Calendar List and Discussions Lists etc. Before you begin,you must see some Important Tips about CallOuts at CallOut Tips in SharePoint 2013

Lets look at some Code Samples and Operations with CalloutManager and CallOutOptions in SharePoint 2013 -

Create a new CallOut -

Typically, to Create a new CallOut on any Target element, you would use CalloutManager.createNew() or CalloutManager.createNewIfNecessary() methods.The method createNewIfNecessary Creates Callout only if there’s no callout already defined for the target launch element.Similar to Dialogs, each CallOut is Created using an Options object that is assigned to createNew() or createNewIfNecessary() methods.With Options you can specify CallOut’s ID,LaunchPoint,Width,Title and inner Content.

See an example of how to Create a CallOut at Create Custom Callouts in SharePoint 2013

Creating CallOuts in Application Pages or App Parts -

To make sure that CallOut.js loads before you start using it, add SP.SOD.executeFunc function for the code that you want to run after the callout.js file.

SP.SOD.executeFunc(“callout.js”, “Callout”, function () {
});

CallOut Behavior -

You can Set the openOptions member of CallOutOpetions to specify how the control will open and close when the user interacts with it on the page.

Use Following values for the openOptions member -

{event: “click”, closeCalloutOnBlur: true} - Make the callout control appear when the user clicks on the launchPoint element with a mouse and close whenever a user moves the mouse away from the launchPoint element. Because the value of event is click, the value of the showCloseButton option is true.

{event: “hover”, showCloseButton: true} -  Make the callout control appear when the user hovers over the launchPoint element with a mouse and close whenever the user clicks on an X button in the upper right corner of the control. Because the value of event is hover, the value of closeCalloutOnBlur is not applicable and can’t be set.

{event: “click”, closeCalloutOnBlur: false} - Make the callout control appear when the user hovers over the launchPoint element with a mouse and close only whenever the user clicks on an X button in the upper right corner of the control. Since the value of event is click, the value of the showClosebutton option is true by default.

Create new CallOut Actions -

In addition to various parameters that you can use to Create CallOuts, you can also Create what it is called “CalloutActions“. CallOut Actions are Links (such as “Open”, “Edit”, “Share”) that gets displayed in the bottom area of a Callout.CalloutActionOptions() is one of the methods in Callout.Js that lets you Create and edit CallOut Actions for Items.

See an example of how to Create CallOut Actions at Create CalloutActions in a Callout – SharePoint 2013

Get an Existing Callout -

To work with Existing CallOuts, various methods are available in CalloutManager class.See three methods available below -

getFromLaunchPoint() - Get the Callout object associated with the launchPoint provided in the function. This method throws an exception if the launchPoint doesn’t have a Callout object assigned to it.

getFromLaunchPointIfExists() - Get the Callout object associated with the launchPoint provided in the function. This method returns null if the launchPoint doesn’t have a Callout object assigned to it.

getFromCalloutDescendant() - Get the Callout object associated with the HTML element provided in the function given element. This element can be any descendent of the callout element. For example, you could pass the value of the contentElement member that you assigned when you created the Callout object. This method throws an exception if the descendant doesn’t have a Callout object associated with it.

Disable\Remove Callouts -

For any Column in a List that displays CallOuts two properties are set by default – SPField.CalloutMenu (to show\hide the CallOut Popup link) and SPField.CalloutMenuAllowed (to set an indication of whether CallOuts are allowed for a Field or not). To disable the CallOuts you need to set CalloutMenuAllowed for the Field to Prohibited and then use it in your list.See more about these properties at Disable CallOuts for Lists and Libraries in SharePoint 2013

Another Quick workaround to Hide CallOuts is by switching Views that you use in your list.See the Quick workaround to Hide CallOuts in a SharePoint 2013 Task List

How to Change default Permission Level for a group in SharePoint 2013 (“Edit” to “Contribute”)

Yesterday we talked about how by default all the Users that gets added to a default Members group gets Capabilities to “add, edit and delete lists” in your SharePoint 2013 Site. Read the entire findings at SharePoint 2013 – Adding Users to default Members group? Change the “Edit” Permission level first!. So now that we Identified that we have a problem here, lets look at How to Change the default Permission Level for this Members group in SharePoint 2013 “Contribute”.

Firstly, not all Members group(that are Created by default) has “Edit” permission level by default.It depends on the Site Template that you have used to Create a Site. But if it is Edit, you must Change it to Contribute to avoid users deleting the entire List or Libraries.

Steps –

1. Navigate to Navigate to Site Settings -> “Site Permissions” (under Users and Permissions).

SharePoint 2013 Site Permissions

2.Next, Look for the group that you need to Change the Permission level for. In our case we need to edit “Team Site Members” group’s permission level to Contribute.

3. Once you find the group, select it using the Checkbox available right next to it.Next in Ribbon select “Edit User Permissions”

SharePoint 2013 Edit User Permission

4.In Edit Permissions page uncheck “Edit” permission level and select “Contribute”. Click Ok once done.

SharePoint 2013 Edit Permissions Contribute

5. Lastly, Verify that default Members group now has “Contribute” permission level assigned to it.
SharePoint 2013 Members Changed to Contribute

SharePoint 2013 – Adding Users to default Members group? Change the “Edit” Permission level first!

At some point, as a SharePoint Site Admin, you must have added users into the default “Members” group of your SharePoint site.As seen in earlier SharePoint Versions, this “Members” group (that gets Created with your Site) by default, has Contribute Permission level assigned to it.Typically, the Contribute permission level provides users added to the Members group with “view, add, update, and delete list items and documents” capabilities.This is all right because in the normal SharePoint world this is what we expect Site Members to do – but only in earlier SharePoint Versions.In SharePoint 2013, the permission level to default “Members” group was enhanced to Provide users with add, edit and delete Capabilities for the list.

The default Members group In SharePoint 2013 now has a new Permission level called “Edit”.

Navigate to Site Settings -> “Site Permissions” and look for the “Team Site Members” group.See the permission level “Edit”.
SharePoint 2013 Team Site Members

Please Note - Members group Can also have Contribute permission level by default.It depends on the Site Template that you have used to Create a Site.

With Edit Permission level, In addition to the Typical Contribute Permission users are now able to “add, edit and delete lists in your SharePoint 2013 Site.

Edit Permission level“Can add, edit and delete lists; can view, add, update and delete list items and documents.”. The Screen below shows difference between Contribute & Edit Permissions.

SharePoint 2013 Edit and Contribute

So, now that you know your Members by default have Capabilities to edit and delete a list, you should Change the default Permission level of Members group to Contribute before adding users into it. See Step-by-Step Tutorial on How to Change default Permission Level for a group in SharePoint 2013 (from ‘Edit’ to ‘Contribute’)

Working with CallOut Popups in SharePoint 2013

In SharePoint 2013, Microsoft has Introduced a new Framework to Create CallOut or Hover Popups similar to Dialog Framework in SharePoint 2010.CalloutManager is the main class that is responsible for Creating an Instance of a CallOut.

In this post we will discuss some Important facts about CallOut Popups in SharePoint.For Complete Tutorial and examples see SharePoint 2013 CallOut Popup Tutorial

Tips -

1. A new JavaScript file “Callout.Js” added in the Layouts folder at location C:\Program Files\Common Files\microsoft shared\Web Server Extensions\15\TEMPLATE\LAYOUTS contains all the Methods for CalloutManager Class. Make sure this file is loaded on the page where you want to display a CallOut Poupup.

2. In SharePoint 2013, CallOut Popups are displayed only for Specific Lists and Libraries.

CallOut Popups are displayed for following Lists & Libraries -

  • Document Library
  • Assert Library
  • Images Library
  • Pages Library
  • Task Lists

Lists that do not display CallOut Popups are -

  • Custom Lists
  • Announcements Lists
  • Calendar List
  • Discussions List

3. There is no Out-of-Box way to disable CallOut Popups on Lists and Libraries that display them by default.

4. If you want to work with existing CallOut Popups in a list, you can get a reference to an Instance of Callout using the Launch element (from where the Callout Popup is displayed). You can get the CallOut popup using “getFromLaunchPoint()” method that is present in CalloutManager class.See an example later in the post.

5. CallOut Popups Can be displayed in either “Top to Bottom (topBottom)” or “Left to Right (leftRight)” direction.The property “beakOrientation” needs to be set for each CallOut.

6. If you choose to Create a Site Collection with 14 Version (SharePoint 2010 Version) in SharePoint 2013 farm, no Callout Popups are displayed by default.

7. CallOut Framework is not a replacement of existing Dialog Framework that was Introduced in SharePoint 2010. Both the Frameworks works well in SharePoint 2013.

8. SP.SOD.executeFunc method is used to ensure that the script file loads before you run any code that depends on it.

Used as -

SP.SOD.executeFunc(“callout.js”, “Callout”, function () {
});

See CallOut examples at – SharePoint 2013 CallOut Popup Tutorial


Missing “Save Site as Template” for Publishing Sites in SharePoint 2013?

Back in November I wrote an article about How to Save Site as Template in SharePoint 2013. The article is a huge hit (I guess a lot of people are Interested in Saving a Site As Template) but there is one question that popups up every now and then in our SharePoint Forums. It is about Missing “Save Site As Template” Option in Sites with Publishing feature enabled.

One of the old and well known workarounds for this was to directly navigate to “_layouts/savetmpl.aspx” application page and save the site Template. This workaround however does not work as expected in SharePoint 2013 sites.
In a Typical SharePoint 2013 Publishing Site, if you try to navigate to “_layouts/savetmpl.aspx” you would get the below error -

“The “Save site as template” action is not supported on this site.”

SharePoint 2013 Save site as template action is not supported on this site.

The url “_layouts/savetmpl.aspx” failed on the Publishing site because by default, in at Typical Publishing Site in SharePoint 2013, “SaveSiteAsTemplateEnabled” is set as “false”. Setting this switch as true would re-enable us to use “_layouts/savetmpl.aspx” to save a Typical Publishing Site in SharePoint 2013.

The easiest way to set SaveSiteAsTemplateEnabled as true is by using Site options in SharePoint Designer 2013.
Lets look the Steps -

1. Open you Team Site in SharePoint Designer 2013.

2. In SharePoint Designer, under Sites tab select “Site Options” (see screen below)

SharePoint 2013 Site Options

3. Find “SaveSiteAsTemplateEnabled” in Site Properties (see below).

SharePoint 2013 Save site as temple

4. Next change this setting to “true”.

SharePoint 2013 Set as True

Apply the Setting once done.

5. Now in your Publishing site navigate to “http://sitename/_layouts/15/savetmpl.aspx” and you would see the old Save Site as Template Page as expected.
SharePoint 2013 Save as Template

Next Follow How to Save Site as Template in SharePoint 2013



Edit Existing Master Page to Change Logo, Hide Top Suite Links etc in SharePoint 2013

In SharePoint 2013 you can edit an existing Master Page to add Company Logo or to Hide Top Suite Links (SkyDrive,NewsFeed) etc.It is always preferred that you make a copy of your Master Page before modifying it.Below are the Steps that you need to follow to Create a Copy of an existing Master page, edit the Master Page and re-upload it to be used in the Site.

1. Download a Copy of existing “Seattle.master from the Master Page gallery.

SharePoint 2013 Download Seattle Master Page

 

2. Next, Open  “Custom_Seattle.master” file in the editor of your Choice. You can use Visual Studio, SharePoint Designer or Notepad to open and edit it.

In the Designer or Notepad Change the Following -

To Change the Site Logo look for -
<SharePoint:SiteLogoImage CssClass=”ms-siteicon-img” name=”onetidHeadbnnr0″ id=”onetidHeadbnnr2″ LogoImageUrl=”/_layouts/15/images/siteIcon.png?rev=23″ runat=”server”>

Change the LogoImageUrl to whatever Logo you want to display in your Site.Make sure you add a relative url for the Logo Image.

Resulting Snippet-

<SharePoint:SiteLogoImage CssClass=”ms-siteicon-img” name=”onetidHeadbnnr0″ id=”onetidHeadbnnr2″ LogoImageUrl=”/PublishingImages/LearningSharePoint_logo.png” runat=”server”>


SharePoint 2013 Changed Logo

See another Out-of-Box way to do this at How to Change Logo of your SharePoint 2013 site


To Remove the Text “SharePoint” in the top left bar (SuiteBarBrandingDelegate) look for - 
<SharePoint:DelegateControl id=”ID_SuiteBarBrandingDelegate” ControlId=”SuiteBarBrandingDelegate” runat=”server” />Delete or Comment out the above line to remove “SharePoint” text that is displayed in Top left blue bar.


SharePoint 2013 Removed SharePoint Text


To Hide NewsFeed,SkyDrive,Sites (SuiteLinksDelegate) look for -<SharePoint:DelegateControl id=”ID_SuiteLinksDelegate” ControlId=”SuiteLinksDelegate” runat=”server” />

Delete or Comment out the above line to remove NewsFeed,SkyDrive,Sites (suite links).


TopRightText


To Hide Share,Follow,SYNC (Promoted Actions) look for -<SharePoint:DelegateControl runat=”server” ControlId=”PromotedActions” AllowMultipleControls=”true” />

Delete or Comment out the above line to remove Share,Follow,SYNC links.



3. Once you are done with the Changes upload the new “Custom_Seattle.master” in Master Page Gallery as ASP NET Master Page File.
SharePoint 2013 Custom Seattle Master Page

4. Next Publish this new “Custom_Seattle.master” it as a Major Version.

5. Once done, set this new Master Page as Primary master page of your site.Navigate to Site settings -> Master Page (under Look and Feel) and select the Master Page that you Created.

SharePoint 2012 Set a Master Page

Resulting Master Page-
SharePoint 2013 Resulting Master Page

See Related Post – SharePoint 2013 Design Manager Tutorials

How to Change a Default Layout for “Add a Page” in SharePoint 2013

I got a very Interesting question in one of the SharePoint Forums today. The Question was about how to Change the Default Page Layout for Pages that are Created using “Add a Page” option in Site Actions of your SharePoint 2013 site.

By Default, When you use “Add a Page” option in Site Actions to Create a Page, a Page using Article Page Layout gets Created.Just to make it clear we are talking about “Add a Page” option that is in the screen below.

SharePoint 2013 Add a Page

To Change the default Layout (for this “Add a Page”) to your Custom Layout or to a WebPart Page Layout, you can use “Page layouts and site templates” feature that is available in Site Settings of your Publishing sites.

Lets look the Steps on how to do this -

1. Firstly, navigate to Site Settings using the Settings wheel or Site Actions in your SharePoint 2013 site.

2. Under “Look and Feel” Select “Page layouts and site templates”. Make Sure you have Publishing feature enabled to see this option.

 SharePoint 2013 page layouts and Site Templates

3. In Page layouts and site templates page in “New Page Default Settings” section Select the page Layout that you need to set as default in “Select the default page layout:” list.

SharePoint 2013 default Page

Once you have set this option, when you Create a new Page using “Add a Page”, a new WebPart Page will be Created.

Create a Page using “Add a Page” for testing purposes.

Resulting Page –
SharePoint 2013 WebPart Page Layout

The above page has Title and Page Content Fields added by default.You can Ignore these Fields and use WebPart Zones Instead.