How To Use SharePoint Designer

SharePoint Designer is a powerful tool offered by Microsoft that allows users to create and customize SharePoint sites and pages. In this section, we will guide you through the process of using SharePoint Designer effectively.

Installation of SharePoint Designer 2013

Before you can start using SharePoint Designer, you need to download and install the SharePoint Designer 2013 application. Here’s how you can do it:

  1. Open your preferred web browser and go to the official Microsoft website.
  2. Navigate to the SharePoint Designer 2013 download page.
  3. Choose the appropriate version of SharePoint Designer 2013 based on your operating system. There are separate versions available for 32-bit and 64-bit systems.
  4. Click on the download link to begin the download process.
  5. Once the download is complete, locate the downloaded file on your computer and double-click to start the installation.
  6. Follow the on-screen instructions to complete the installation process.

After the installation is finished, you can now open SharePoint Designer 2013 and begin using it to create and customize SharePoint sites, pages, and other items.

It’s important to note that SharePoint Designer 2013 is the last version released by Microsoft. However, there are alternative tools available, such as Power Apps and Power Automate, that can be used for designing and automating workflows in SharePoint.

System Requirements for SharePoint Designer 2013

Operating System Processor Memory (RAM) Available Disk Space
Windows 7 Service Pack 1 or later 1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit) 2 GB
Windows Server 2008 R2 Service Pack 1 or later 1 gigahertz (GHz) or faster 64-bit (x64) processor 2 GB RAM 2 GB

Make sure your computer meets these system requirements before downloading and installing SharePoint Designer 2013.

Connecting to a SharePoint site

Once you have SharePoint Designer installed, the next step is to connect to your SharePoint site. Follow these instructions to establish a connection and start working on your site.

Step 1: Enter the Site URL

To connect to your SharePoint site, open SharePoint Designer 2013 and click on “Open Site” in the top left corner of the application. In the “Site Name” field, enter the URL of your SharePoint site. Make sure to include the full address, including the “http://” or “https://” prefix.

Step 2: Provide Credentials

After entering the site URL, click on the “Open” button. You will then be prompted to enter your credentials. This ensures that you have the necessary permissions to access and modify the site. Provide your username and password in the respective fields and click on “OK” to proceed.

Step 3: Establish the Connection

Once you have entered your credentials, SharePoint Designer will attempt to establish a connection to your SharePoint site. If the connection is successful, you will see the site structure and contents displayed in the application’s interface. You can now start working on your site, making changes to pages, creating workflows, and customizing its appearance.

It is important to note that in some cases, additional configuration may be required to connect to a SharePoint site, such as setting up alternate access mappings or configuring authentication methods. If you encounter any issues during the connection process, refer to the SharePoint documentation or consult with your SharePoint administrator for further assistance.

Step Action
1 Open SharePoint Designer 2013
2 Click on “Open Site”
3 Enter the Site URL
4 Provide Credentials
5 Click on “OK”
6 Establish the Connection

Now that you have successfully connected to your SharePoint site using SharePoint Designer 2013, you have the power to design, customize, and enhance your site according to your requirements. Whether you need to create workflows, manage data sources, or brand your site, SharePoint Designer 2013 provides a user-friendly interface and a wide range of development options to help you achieve your goals.

It’s worth mentioning that SharePoint Designer 2013 is the final version released by Microsoft for this tool. However, there are alternative solutions available, such as Power Apps and Power Automate, that offer more advanced capabilities for designing and automating workflows in SharePoint. Consider exploring these options if you need additional functionality beyond what SharePoint Designer 2013 provides.

Using SharePoint Designer 2013

SharePoint Designer 2013 offers a wide range of features and capabilities to help you customize and enhance your SharePoint sites. In this section, we will explore the different tasks you can perform using SharePoint Designer and how they can benefit your workflow.

Creating and Managing Data Sources

With SharePoint Designer 2013, you can easily create and manage data sources for your SharePoint sites. This allows you to connect to external databases, web services, and other data sources, and use them to power your SharePoint solutions. By seamlessly integrating data from various sources, you can create dynamic and interactive sites that provide valuable insights and information.

Copying and Exporting Sites

SharePoint Designer 2013 also enables you to copy and export sites, making it easy to replicate existing sites or move them to different locations. This feature is particularly useful when you want to create templates or backups of your sites, or when you need to migrate sites between SharePoint environments. By simplifying the site copying and exporting process, SharePoint Designer 2013 helps you save time and effort.

Developing Views and Forms

Another powerful capability of SharePoint Designer 2013 is the ability to develop custom views and forms for your SharePoint lists and libraries. This allows you to tailor the appearance and functionality of your lists and libraries to meet your specific requirements. Whether you need to display data in a specific format or capture additional information when users submit forms, SharePoint Designer 2013 provides the tools you need to create personalized views and forms.

Creating Workflows

Workflows play a crucial role in automating and streamlining business processes in SharePoint. SharePoint Designer 2013 empowers you to design and create workflows that automate repetitive tasks, enforce business rules, and facilitate collaboration. With its intuitive interface and comprehensive workflow capabilities, SharePoint Designer 2013 enables you to map out complex workflows and ensure efficient and consistent processes across your SharePoint sites.

Branding SharePoint Sites

Lastly, SharePoint Designer 2013 allows you to brand your SharePoint sites by customizing their appearance and layout. You can apply themes, create unique master pages, and customize the navigation and branding elements to reflect your organization’s identity. By branding your SharePoint sites, you can create a cohesive and professional look and feel that enhances user experience and reinforces your brand image.

It is important to note that SharePoint Designer 2013 is the last version released, and there are alternative tools available, such as Power Apps and Power Automate, for designing and automating workflows in SharePoint. However, if you are using SharePoint Designer 2013, you can leverage its extensive capabilities to create powerful and customized solutions for your SharePoint sites.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.