Custom Lists 101. Complex relationships Large volume Transactions Easy to use Workflows Web Parts Binary data (easily)

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Presentation transcript:

Custom Lists 101

Complex relationships Large volume Transactions Easy to use Workflows Web Parts Binary data (easily)

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 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 Intro to Column calculations: us/sharepoint-foundation-help/introduction-to-data-calculations- HA aspxhttp://office.microsoft.com/en- us/sharepoint-foundation-help/introduction-to-data-calculations- HA aspx Calculated Field formulas comprehensive reference: (for SharePoint 2010, but still relevant)

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 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) Basic Table Boxed (with or without labels) Newsletter (with or without lines) Shaded Preview Pane Default