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Custom Lists 101 - PowerPoint PPT Presentation


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Custom Lists 101. Column Types. Single line of text (default 255 characters) Multiple lines of text (plain OR enhanced rich text) Choice (drop-down, radio buttons, checkboxes – allow fill-in) Number (min/max, decimal places, %) Currency (2 decimal places by default, many currencies)

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column types
Column Types

Single line of text (default 255 characters)

Multiple lines of text (plain OR enhanced rich text)

Choice(drop-down, radio buttons, checkboxes – allow fill-in)

Number(min/max, decimal places, %)

Currency(2 decimal places by default, many currencies)

Date and Time (time always stored)

Lookup(if more options, or dynamic – list must be in same site)

Yes/No (check box)

Person or Group (choice of display fields)

Hyperlink or Picture

Calculated (calculation based on other columns)

Task Outcome (for workflow results – 2013 only)

External Data (uses Business Connectivity Services)

Managed Metadata (term store)

validations defaults
Validations & Defaults
  • Validate # of characters in text column: =len([item no])=6
  • List validation (to compare column values): e.g. [price]>[cost]
  • Default calculated value: e.g. [today]+30
  • No Default Value available: Multiple lines of text, Lookup, People/Group, Hyperlink/Picture, Calculated, External data
  • No Validation available: Multiple lines of text, Lookup, Yes/No, People/Group, Hyperlink/Picture, Calculated, Task outcome, External data, Managed Metadata
calculated column references
Calculated Column references
  • Intro to Column calculations: http://office.microsoft.com/en-us/sharepoint-foundation-help/introduction-to-data-calculations-HA010379914.aspx
  • Calculated Field formulas comprehensive reference: http://msdn.microsoft.com/en-us/library/bb862071.aspx (for SharePoint 2010, but still relevant)
columns which can be indexed
Columns which can be indexed
  • Single line of text
  • Choice (single value only)
  • Number
  • Currency
  • Date/time
  • Lookup (single value only)
  • Person/group (single value only)
  • Yes/No
  • Managed Metadata

SharePoint Help is fairly helpful on this topic!

view types when creating a view
View Typeswhen creating a view
  • Standard (tabular)
  • Calendar (must have date/time columns)
  • Access (requires MS Access)
  • Datasheet
  • Gantt (must have start/due dates)
  • Custom (using SharePoint Designer)
view styles in standard view type
View Styles(in Standard View Type)
  • Basic Table
  • Boxed (with or without labels)
  • Newsletter (with or without lines)
  • Shaded
  • Preview Pane
  • Default