Microsoft Office Tutorials and References
In Depth Information
The Sync To
Workspace button
SharePoint Workspace is a client product and won’t be deeply covered in this topic. However, there
are many articles online and other books available that allow you to explore the product in depth.
Connect To Outlook Many lists in SharePoint have fields that make them perfect for
working on and integrating with Outlook (such as the contact list or calendar). Therefore, it makes
sense to have a button on the ribbon bar for the list to connect Outlook to it. This button is
grayed out if you don’t have Outlook installed.
Export To Excel Because a list is really a table of columns and rows, it easily lends itself to
being exported to Excel. People often like to manipulate the data in a list far more than just
changing the view. So, the Export To Excel button gives the user the option to export the data
to Excel for additional work (or even as an emergency backup—lists can be created from
Excel spreadsheets as well).
Create Visio Diagram If the list contents support it and you have Visio installed, you can
create a Visio report based on the list’s content.
Open With Access If you have Access installed, you can open the list in Access if you’d
like. I’ve used this feature to generate quick mailing labels from a list—very convenient.
Open Schedule This button integrates the list with Microsoft Project, opening it in Project
if you have it installed locally. As the button name implies, this option works best with lists
that contain date fields, preferably date ranges.
Customize List
The Customize List section contains buttons that are possibly more powerful than your average
user should have knowledge of. Luckily, for your average site member, these buttons are grayed
out. (Although the users can still see the buttons and be tempted by them, they can’t use them.)
Buttons in this section include Modify Form Web Part, Edit List In SharePoint Designer, and
New Quick Step.
Modify Form Web Parts The drop-down shown in Figure 4.33 is an interesting new option
for this version of SharePoint. All list and library view pages in a site are also essentially web
part pages. That means every view page of a list or library can be treated like a web part page
if you want, web parts can be added to make the page more useful or interesting, and users
can have their own personal view of the pages, while leaving Shared view alone. (Yes, being
able to do that can create some confusion in some users.)
The Modify Form
Web Parts
dropdown menu
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