Friday, August 19, 2011

Quick Tip - SharePoint 2010 Migration - Legacy Views and Add Icon

Over the course of several MOSS 2007 to SharePoint 2010 migrations, I have noticed that sometimes legacy 2007 settings are “stuck,” particularly in sites created from site templates.  For example:

  • Add icons are the 2007 bullets and not the 2010 "plus" sign
  • A row in a view is not selectable
  • Add icon and link are not visible witin typical library views

What's interesting is that there is not a common pattern that emerges as to why this happens.  Where you see the legacy settings can vary even within the same site collection on sites using the same site template.  I don't understand the rhyme or reason, nor do I know how to prevent the issue...but, I do know how to resolve it.  It's a manual process, but it goes quickly, and because of the nature of the issue it can usually be done on an as needed basis.

Legacy Add Icons

  • Symptom - when viewing a web part on a page, the icon next to "add new xyz" is the 2007 bullet, not the 2010 plus sign:
  • Resolution - "refresh" the web part - you don't actually have to make any changes, just edit the web part so that it "wakes" up
    • Edit page
    • Modify shared web part
    • Click OK

List/Library views do not activate the contextual ribbon

  • Symptom – clicking within a row of a list or document library (whether on a page or within the list/library itself), should activate the ribbon and make a checkbox visible in the far left column.  After a migration, this is not always the case.
    • NOTE – users can still view/edit their content like they do in 2007, they just won’t always get the ribbon
  • Resolution - "refresh" the web part
    • Edit page
    • Modify shared web part
    • Click OK

List/Library views do not have the “add document” (or similar) link at the bottom of the view

  • Symptom - when viewing a list or library, the ribbon is present, but the "Add new xyz" link is not visible at the bottom of the view
  • Resolution  - refresh each web part and ensure that "Summary View" is selected
    • Edit page
    • Modify shared web part
    • Ensure that “Summary View” is selected under toolbar type
    • Click OK

 Happy migrating and retrofitting!