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Customizing and Extending SharePoint Online

Customizing and Extending SharePoint Online

By : Paukkonen
4.8 (8)
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Customizing and Extending SharePoint Online

Customizing and Extending SharePoint Online

4.8 (8)
By: Paukkonen

Overview of this book

Explore the robust functionalities of SharePoint that ensure your business processes remain flexible and scalable. With its custom development features, SharePoint presents abundant opportunities to meet evolving needs, deliver personalized experiences, and seamlessly integrate across platforms. If you’re looking for practical guidance on developing custom SharePoint solutions, Customizing and Extending SharePoint Online is your essential companion. This book takes you through the different techniques for customizing SharePoint, harnessing its native capabilities, and extending them across other platforms. You’ll begin by organizing content with SharePoint sites and learning best practices for permission governance before learning how to create and manage pages and use web parts to create, aggregate, and format content. This SharePoint book also covers specialized use cases of the Viva Suite and delves into SharePoint automation with Power Automate while extending solutions with Power Apps. Toward the end, you’ll get to grips with designing personalized solutions with SharePoint Framework and Microsoft Graph. By the end of this book, you’ll be ready to deliver highly customized SharePoint solutions that align with your business objectives.
Table of Contents (27 chapters)
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Free Chapter
1
Part 1:Exploring SharePoint Online
8
Part 2:Enhancing the SharePoint Content
14
Part 3:Automate and Extend SharePoint Experiences
19
Part 4:Create Your Own Customization using SharePoint Framework and Microsoft Graph

Using managed metadata in SharePoint content

Managed metadata terms are added to SharePoint content using managed metadata-type site columns. Managed metadata can be used on both lists and libraries.

When a term is added to a site column, it is referenced with the term’s unique ID, so if the term changes, the link to SharePoint will remain intact.

Using terms in pages, documents, and list items

On the information panel on lists and libraries, there are two ways to add terms to list items or documents. Users can search for a term and the column will begin suggesting matching terms as shown in Figure 8.9:

Figure 8.8 - Adding a term on the information panel

Figure 8.8 - Adding a term on the information panel

Another way is to open a term set browser (Figure 8.9) from the small tag icon on the right side of the column (Figure 8.8):

Figure 8.9 - Term set browser

Figure 8.9 - Term set browser

If the column is set as multi-valued, users can search for more terms or select desired terms on the term...

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