SharePoint List Filter Favorites Installation Instruction



Similar documents
SharePoint AD Information Sync Installation Instruction

SharePoint Wiki Redirect Installation Instruction

Set up My Sites (SharePoint Server

Item Audit Log 2.0 User Guide

Cascaded Lookup 5.0 User Guide

Secure File Transfer Guest User Guide Updated: 5/8/14

SharePoint Password Change & Expiration 3.0 User Guide

Shasta College SharePoint Tutorial. Create an HTML Form

ProperSync 1.3 User Manual. Rev 1.2

Virto Workflow Scheduler For Microsoft SharePoint Release User and Installation Guide

Igotta, LLC Resource Reservation SharePoint 2013 Server App and SharePoint 2013 Online App Solution. Guide for Administrators

Tutorial. Patch Management

Virto Cross Site Lookup for Microsoft SharePoint Release User and Installation Guide

Organizing and Managing

Quest Soft Token for Windows Phone User Guide

This tutorial provides detailed instructions to help you download and configure Internet Explorer 6.0 for use with Web Commerce application.

INTRODUCING QUICKBOOKS WEBCONNECT!

Installation Instruction STATISTICA. Concurrent Network License with Borrowing Domain Based Registration

Jumble for Microsoft Outlook

Initial Setup of Microsoft Outlook 2011 with IMAP for OS X Lion

Getting started with 2c8 plugin for Microsoft Sharepoint Server 2010

Microsoft Outlook 2000 Configuration Creation of a SPAM Filter

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve.

Global Image Management System For epad-vision. User Manual Version 1.10

GUIDEWIRE. Introduction to Using WebMail. macrobatix. Learn how to: august 2008

SP Term Cloud Installation

INSTALLATION GUIDE Datapolis Process System v

Quick Reference Guide Course Homepage Management (Faculty)

How To Upgrade Your Microsoft SQL Server for Accounting CS Version

Adding Outlook to a Blackberry, Downloading, Installing and Configuring Blackberry Desktop Manager

STATISTICA VERSION 11 CONCURRENT NETWORK LICENSE WITH BORROWING INSTALLATION INSTRUCTIONS

Human Computer Interaction Final Project Tutorial. Hardware Inventory Management System (HIMS) By M. Michael Nourai

UF Health SharePoint 2010 Document Libraries

Virto Create & Clone AD User Web Part for Microsoft SharePoint. Release Installation and User Guide

Inventory Manager. Getting started Usage and general How-To

Upgrading a computer to Windows 10 with PetLinx

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions

Knowledgebase Article

Contents. 1.Running the Installer Activating PowerForms SharePoint SharePoint 2007 / WSS

Distributing SMS v2.0

This guide provides step by step instructions for using the IMF elibrary Data - My Data area. In this guide, you ll learn how to:

Outlook Web App User Guide

Disabling Microsoft SharePoint in order to install the OneDrive for Business Client

Register Manufacturer: Click on Register Manufacturer radio button, choose the State name and click on Login Button. The following screen appears:

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software for Windows Account Conversion Instructions

Turn on or off the Out of Office Assistant

USING STUFFIT DELUXE THE STUFFIT START PAGE CREATING ARCHIVES (COMPRESSED FILES)

Configuring Internet Explorer for CareLogic

Configuring Network Load Balancing with Cerberus FTP Server

Set up Outlook for your new student e mail with IMAP/POP3 settings

How to install and use the File Sharing Outlook Plugin

Microsoft Excel 2013: Using a Data Entry Form

Quicken for Windows Conversion Instructions [Quicken for Windows WC to WC]

How To Filter Spam With Thunderbird On A Pc Or Macintosh (Sailor) On A Macintosh Or Macbook) On Pc Or Ipa (Macintosh) On An Ipa Or Ipam (Soulbird) On Windows

Junk Settings. Options

Exchange 2003 Mailboxes

DocAve Upgrade Guide. From Version 4.1 to 4.5

DMSplus for Microsoft SharePoint 2010

Create a new investment form and publish it to a SharePoint 2013 forms library

MDM Mass Configuration Tool User s Manual

Initial Setup of Microsoft Outlook with Google Apps Sync for Windows 7. Initial Setup of Microsoft Outlook with Google Apps Sync for Windows 7

Advanced Outlook Tutorials

Migrating from Legacy to New Business Solutions

Built-In Backup. For best results: Set up Backup after hours. Carefully apply the recommended settings

Online Statements. About this guide. Important information

Quest Soft Token for Windows Mobile User Guide

Installing Cobra 4.7

Redtail Integration. Establishing the Redtail Connection. 1. From the Applications dropdown, choose Setup.

Microsoft Office 365 Portal

How To Set Up An Outlook Mailbox On A Windows 2007 (For Free) With A Free Account On A Blackberry Or Ipad (For A Free) Or Ipa (For An Ipa) With An Outlook 2007 (Free) Or

Time Matters for Microsoft Outlook. Technology Preview User Guide

Inventory Manager. Getting started Usage and general How-To

Instructions for creating a data entry form in Microsoft Excel

INTRODUCTION 5 COLLABORATION RIBBON 5 SELECT THE UPDATING METHOD 6 MAKE YOUR PROJECT COLLABORATIVE 8 PROCESSING RECEIVED TASK UPDATES 9

U of S Course Tools. Copying a Development/Test Course into a Live Course in the U of S Course Tools For Instructors

Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1

Built-In Backup. For best results: Set up Backup after hours. Carefully apply the recommended settings

Microsoft Dynamics GP. Business Analyzer

4cast Client Specification and Installation

UF Health SharePoint 2010 Introduction to Content Administration

SENDING S & MESSAGES TO GROUPS

ICP Data Entry Module Training document. HHC Data Entry Module Training Document

Getting Started Guide: Transaction Download for QuickBooks Windows

Outlook Web App. in Office 365. The Outlook Window. Signing In. (Outlook Exchange Faculty & Staff) Getting Started

Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint InfoPath 2013 Web Enabled (Browser) forms

Filtered Lookup for Microsoft Dynamics CRM 2011

Pocket ESA Network Server Installation

Pharmacy Affairs Branch. Website Database Downloads PUBLIC ACCESS GUIDE

FrontPage 2003: Forms

File Manager Pro User Guide. Version 3.0

Exchange Outlook Profile/POP/IMAP/SMTP Setup Guide

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout

Document Management in the List View

Migrating and Maintaining FrontPage 2003 Web Sites

ImageNow Document Scanning and QA Created on 8/15/ :38:00 AM

Call Recorder Quick CD Access System

Installation and Upgrade Guide

Transcription:

SharePoint List Filter Favorites Installation Instruction System Requirements Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007. License Management Click link in Organize Filter Favorites dialog to visit Filter Favorites license management page. (Filter_License_link.jpg)SharePoint Filter Favorites License Management Link After payment is successful, please send site collection ID to sales@sharepointboost.com so that we can generate license code for you. (Filter_License_Manager_Page.jpg)(SharePoint Filter Favorites License Management) Enter into the license code and click OK.

(Filter_Validated.jpg)(SharePoint Filter Favorites input license) Installation Download SharePoint Filter Favorites setup file from SharePointBoost website, release the file, and run "setup.exe". Note: (Setup_File.jpg)run the Setup.exe file to install SharePoint Filter Favorites You must be SharePoint Farm Administrator and start Windows SharePoint Services Administration and Windows SharePoint Services Timer in services management.

(start_services.jpg)start services before installing SharePoint Filter Favorites After system check is finished, click "Next". (System_Check.jpg)SharePoint Filter Favorites installation system check After reading License Agreement, click accept and go to next step.

(Agreement_License.jpg)SharePoint Filter Favorites agreement license Select one or more web applications and click Next.

(installation_deployment_targets.jpg)sharepoint Filter Favorites installation deployment targets Wait for installing, click Next for more deployment details. (Filter_Favorites_installing.jpg)SharePoint Filter Favorites installing

(installation_successfully_completed.jpg)sharepoint Filter Favorites installation successfully completed Choose Site Actions dropdown menu, click Modify All Site Settings, and enter into Site Settings page. (Site_Setting_Menu.jpg)SharePoint Filter Favorites site actions menu

Select Site Collection Features. (Site_Collection_Feature.JPG)SharePoint Filter Favorites site collection features In SharePoint Site collection feature list, activate SharePoint Filter Favorites. (active_filter_favorites_feature.jpg)(sharepoint Filter Favorites feature active) After installation, you can find Filter Favorites menus in every list s view Drop-Down menu. (Filter_Favorites_menus.jpg)SharePoint Filter Favorites menus

Uninstallation Run setup.exe again. (If your install file has been deleted, you can download it from http://www.sharepointboost.com). In the Repair and Remove page, select the Remove radio button and click Next, the Filter Favorites will be removed. (Filter_Uninstall.jpg)SharePoint Filter Favorites uninstall

SharePoint List Filter Favorites Tutorial SharePoint Filter Favorites make it more convenient to create and save filtered views by adding filtered views to Filter Favorite submenu. You can also delete it or rename it. Then you can load and use the filtered views as SharePoint views. The following is a typical sample of SharePoint Filter Favorites application. In the Tasks Schedule list, there are many tasks for developers. (Task_Schedule.jpg)(SharePoint Filter Favorites Task Schedule list) We can create a filtered view to show the high priority tasks for tom by following steps. Filter Tom from Assigned To column

Then filter High Priority from Priority column. (Filter_Tom.jpg) (Filter Tom from Assigned To Column) We can see the high priority tasks for Tom. Filter_High.jpg (Filter High from Priority column) High_Task_For_Tom.jpg (High tasks for Tom) Now, we can add this filtered view to Favorite Filters.

Add_To_Favorite_Filters.jpg (Add to SharePoint Filter Favorites) Note: Three functions Add To Favorite Filters, Filter Favorites and Organize Favorite Filters will be added to the view Drop-Down Menu after you have installed SharePoint Filter Favorites and activated the feature. First, Add Filtered View Give name to this filtered view. Add_High_Tasks_For_Tom.jpg (Adding filter name for filtered view) After clicking the OK button, the filtered view will be added to Filter Favorites folder and we can see it in the Filter Favorites submenu. Note: If you click the checkbox As public filter in the webpage dialog, the filtered view will be added as a public type, or it is a private type.

(Filter_View_Add_To_Favorite.jpg)(SharePoint Filter Favorites Task Schedule list) Second, Delete Filtered View Click the Organize Favorite Filters menu. (Click_Organize_Menu.jpg) (Click Organize Favorite Filters menu) In the webpage dialog, all the saved filtered views will be listed in Filter Drop-Down list when you click Filter Type radio button. After selecting a filtered view, click the Delete button, then the filter will be deleted..

Delete_Filter.jpg (Delete filter) Third, Rename Filtered View In Organize Filter Favorites webpage dialog, you can rename the filtered view s name. Select a filter name in the Filter Drop-Down list and input a new name in the New Name single line text, then click the Rename button. Rename_Filter.jpg (Rename filter) Then the name of the filtered view will be changed.

Name_Changed.jpg(Name Changed)