SharePoint - Do you know how to create a rule? (internal only)

Last updated by Tiago Araújo [SSW] 6 months ago.See history

This rule has been archived
Archived Reason: Moved to GitHub - https://github.com/SSWConsulting/SSW.Rules.Content/wiki/How-to-Create-Rules

This is how you created a rule in SharePoint.

  1. Log in to /admin
  2. Click on “Add a page”

create rule1

Note: Each rule will be a “page” on SharePoint – with its own URL - differently from old aspx, where rules were sections on a single page.

  1. Add the URL

create rule2

Note: We use only the most important words of a rule title.

Note: Friendly URL should be automatically generated like:

auto generate friendlyurl

  1. Add the rule title

create rule3

  1. Add the rule category (so that it will be shown on the summary page):

add rule category

  1. IMPORTANT – Adding rule intro + content

    You have 3 options:

Option 1 – Start from scratch - Write content down on the fields Option 2 - Paste the content from another place - a HTML page on the browser or a Word document
Warning: Select the “ Paste Plaintext ” when pasting or you will have a lot of work later

::: bad

create rule5
Figure: Terrible example - A HTML generated by pasting normally – not plaintext. All the margins, font family, external images aren’t necessary

:::

::: good

create rule4
Figure: Good example - If you don’t select this, SharePoint will generate a lot of inline styling, which will cause triple work to fix

:::

Since you have pasted the plain text, you’ll need to manually add the styling - headings, links, captions etc.

create rule6
Figure: Add the styles. In SharePoint is very similar to Microsoft Word. The custom styles will have pretty much everything you'll need without having to touch the HTML code

Option 3 - Paste the HTML code (recommended if you already have the content in the internet and the HTML is neat enough)

  1. Open up and copy the HTML code (from “view source” on a browser)
  2. Go back to SharePoint (where you are adding the rule)
  3. Click in the field you are going to edit
  4. In the “Format Text” ribbon, click “Edit Source”

create rule7

  1. Paste the HTML there

create rule8

  1. Now fix up the images – This part is a bit painful
  2. Firstly you will need to save all the images to your local drive
  3. We don’t use the "Insert > Picture" on the ribbon because it doesn’t generate the HTML code we use as default as per Do you use the right HTML/CSS code to add the useful figure/caption?
  4. Instead, upload them to the Images folder - /PublishingImages/

    • Go to “Site Contents” create rule9
    • Click on “Images” create rule10
    • Drag the images from your local drive to the Images folder in SharePoint: create rule11
    • Make sure you “Check In” all the images (otherwise they won’t be visible for anonymous users) create rule12
  5. On the screen above you can see the path for each image. Copy it so you can paste into the HTML.

    1. Double check the links – you might have got a relative link E.g. <a href=”../company/Offices.aspx”> which will not work because it’s now on a different site. So you will need to make it absolute E.g. <a href=” http://www.ssw.com.au/ssw/company/Offices.aspx ”>
    2. Add the rule intro

    Try to have a catch at the end so the user will want to read the rest of the rule. E.g. “ To reply to a bug effectively and efficiently in your emails, you need to include:”

    create rule13

    create rule14
    Figure: The “Brief Blurb” should clearly explain what the rule is about and have a catch at the end

    1. Add the rule content create rule15
    2. Add the acknowledgements create rule16
    3. Hit “Publish”, add your comments and “Continue” create rule17
      Note: "Check in a major version" equals "Publish", so you can choose to "Check in a major version" instead of "Publish".
    4. Test on a browser you aren’t logged in. Tip: In Chrome, select “New Incognito Window” create rule18
    5. Check on the summary page (e.g. RulesToBetterSomething/ ) if the order is correct

    If not it’s not correct, you can change the order of rules by following the instructions as per the section below:

    create rule19
    Tip: You might need to refresh the cache – See “Rule Cache Management” also on the section above.

Congratulations, you’ve just added a rule!

To increase traction in the community you should tweet it:

E.g. “I just added a rule on [link] #SSWRules”

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