Chapter 13. Pages and Web Parts

In this chapter, we will take a look at the basic building blocks for displaying content on SharePoint sites: pages and web parts. We will discuss what a page is, how you create one, and how you can modify it. We will show how you can add functionality to pages with web parts. We will discuss the types of web parts and how to work with them.

Pages

When you create a site in SharePoint, a home page is automatically generated from a template. SharePoint pages organize content for presentation to users, and SharePoint sites will contain multiple pages for presenting information.

You might ask why you would want to create a page instead of including the same information in a document that you could post to a document library. One answer is that a SharePoint page brings the information on a page to the immediate attention of a wide audience. Another reason is to present the latest information using web parts that connect to other data sources. A document is a snapshot of information an author knows at the time of creating the document. The author can always update information in a document, but that is often a process done only periodically. Because of the live connections to the latest data, SharePoint pages and web parts can present the most up-to-date view of information to users.

You can create individual pages from templates that come with SharePoint. The templates provide ready-made layouts for organizing your information on a page, and this information can be in the form of text, images, lists, or small applications called web parts. We will discuss web parts later in this chapter.

Types of pages

For our purposes we will cover three types of pages: standard pages, web part pages, and publishing pages. In general, standard pages make it easy for you to enter and edit the text, images, and date on the page, whereas web part pages offer a more structured layout for adding only web parts to the page. We will take a look at all three types of pages, but focus on standard pages and web part pages.

Standard pages

Standard pages give you a less structured format than web part pages do, making it easier to format text and move items around on the page. You can add web parts to a standard page, but with more flexibility as to where you place them than you have with a web part page.

Note

Standard pages have the same format as wiki pages, and for that reason they sometimes are referred to as wiki pages. You will also hear standard pages referred to simply as pages.

The following screenshot is an out of the box standard page with some content that has been added and formatted:

Standard pages

Web part pages

Web part pages have a structured layout. You can easily add web parts into this layout. The web part page is the best option if you are only going to include web parts on the page. The web part page gives more space to display web parts because there is no quick launch area on the left.

The following screenshot is a typical web part page, in edit mode, with some web parts inserted:

Web part pages

The preceding example shows the layout and the zones where you can add a web part.

While the structure of the web part pages is useful for presenting multiple web parts in a uniform layout, its tightly controlled layout does not make it the best option when you want to mix web parts with text, pictures, and other media.

As we will see, standard pages allow you much more flexibility in the layout of your information than you have with web part pages. You can include web parts on standard pages with more choice of how to integrate them with text and other media.

Publishing pages

The third page type is the publishing page. Publishing pages are less restrictive than web part pages in their structure. They give you the freedom to include text, images, links, and web parts. The layout of publishing pages, however, provides more control of the layout than standard pages. Publishing pages are most useful for managing content on extranet and internet sites, where a consistent layout is required.

Publishing pages also include tools for approval workflows, and the staging processes necessary as content moves from a draft to the final published version.

Note

To make publishing pages available, an administrator has to activate the SharePoint server publishing site feature. This is not activated by default.

Standard pages are the easiest for most users to work with and provide greater flexibility for layout. We will focus on them for the rest of our discussion here.

Creating pages

To create a new page, follow these steps:

  1. Click Site Actions.
  2. Choose More Options....
    Creating pages

    Note

    Note that selecting New Page in the preceding menu would default to a standard page, whereas More Options… allows you to create either a standard page or a web part page.

  3. Under Filter By choose Page.
    Creating pages
  4. Type in a Name for the page.
  5. Click Create.

The page you create will look like this before you enter content:

Creating pages

You can then begin entering text and format it with the Editing Tools available in the Format Text tab, or you can insert content with the tools on the Insert tab, as shown here:

Creating pages

Note

Note that you can include Tables, Media, Links, and Web Parts on a standard page.

Viewing pages

You can view the pages you create by clicking the quick link to the Site Pages library:

Viewing pagespagescreating

Then, choose the page you want to view:

Viewing pagespagescreating

Your page will display with the content you have added already:

Viewing pagespagescreating

When you return to a page at this point, it will not be in edit mode.

Tip

You can add a link on the left to allow users to go directly to a page by editing the Site Settings of the parent page. Look for Navigation under Look and Feel. There you will be able to add a link to the Quick Launch menu on the left.

Editing pages

To edit a page, click the Edit icon that will appear if you have permission to edit pages on the site. It is the icon that looks like a paper and pencil, to the left of the Browse tab.

Editing pagespagesviewing

This will open the page in edit mode and display the ribbon with the Editing Tools:

Editing pagespagesviewing

Select the text you want to format and then click the icon from the ribbon for the format you want to apply.

Formatting content on a page

On the ribbon under Editing Tools, click the Format Text tab.

Formatting content on a page

Tools include the usual groups of choices under the Format Text tab:

  • Edit
  • Clipboard
  • Font
  • Paragraph
  • Styles
  • Layout
  • Markup

Note

Note the formatting choices here are consistent with those in the Microsoft Office 2010 products. This makes it easy to understand because users will be familiar with them whether working in SharePoint or Office.

Inserting content on a standard page

On the ribbon under Editing Tools, click the Insert tab.

Items that can be inserted in a wiki page are:

  • Tables
  • Media (pictures, video, and audio)
  • Links
  • Web parts (for example lists)

Note

Media can be added either from your local computer or from a URL. Refer to Chapter 12, Blogs, Wikis, and Other Web 2.0 Features, for a discussion on creating links on wiki pages.

Inserting content on a standard page

To insert media such as a picture, follow these steps:

  1. Click the Picture on the Insert ribbon.
  2. Browse for the picture file you want to insert.
  3. Click OK.
Inserting content on a standard page

The image will be uploaded to the Site Assets library on your SharePoint site and will appear on your page where you can move or resize it within your text.

Inserting content on a standard page

Changing layout on standard pages

You can choose from a list of layouts for your page by selecting Text Layout in the Format Text tab, and choosing from the list.

Changing layout on standard pages

Deleting pages

In order to delete a page, follow these steps:

  1. In edit mode, click the Page tab.
  2. Click Delete Page.
    Deleting pages
  3. Confirm that you do want to delete the page by clicking OK.
Deleting pages
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