Building an FAQ for End UsersAn Evolution of an idea

Paul HuntJuly 11th, 2015

Thanks to our Sponsors

Who Am I?

• SharePoint Architect for Trustmarque

• 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 Am I?

• SharePoint Architect for Trustmarque

• 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

FAQ – Basic Evolution End Users

FAQ – Intermediate Evolution End Users/Power Users

FAQ – Advanced Evolution Power Users IT Pros/Devs

Who is this session for?

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 needs some code!)

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.com

http://contoso.sharepoint.com/sites/hr

http://contoso.sharepoint.com/sites/sales

Content Type Publishing

Don’t do it manually!

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!

Content Type Hub

• 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!

Create

Rename

• 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

• Columns MUST be in the view to be used!

FAQ Advanced

• Display in a modal Dialog

FAQ Advanced

• Display a relevant Icon

FAQ Advanced

• Display a fixed rating image

FAQ Advanced

• Search Display Templates for the linked search

FAQ Advanced

• Search Display Templates – Key Pointers Don’t forget to include your Managed Properties!

Use Include CSS to use style sheets

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/hashspcsrhttps://github.com/spcsr

Related Sessions1:15 PM – Starting out with Client Side Rendering for list views

Iain Wyatt3:45 PM – Search Display Templates – Tips and Tricks

Elio StruyfLast Session – Me again – List View Templates for IT Pros

Questions?

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