Creating Managed Metadata Columns - Exercise

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Creating Managed Metadata Columns - Exercise

Creating Managed Metadata Columns

Duration: 10 to 15 minutes.
  1. Create a new custom list named "Metadata Test" for testing managed metadata columns.

    You must have either the Standard or Enterprise version of SharePoint Server 2013 for this exercise.

    1. Click the Settings menu and choose Add an app from the drop-down list. Exercise - Managed Metadata Columns
    2. Click the Custom List template from the template choices. Exercise - Managed Metadata Columns
    3. Type "Metadata Test" in the Name field and click the Create button to create the new list.
  2. Add a Managed Metadata column to the Metadata Test list and link it to the Cities term set.
    1. Click the Metadata Test link in the Quick Launch menu to navigate to the new list.
    2. Click the Create Column link on the LIST tab toolbar. Exercise - Managed Metadata Columns
    3. Type "City" in the Column name field and click the Managed Metadata option radio button to set the data type of the column. Exercise - Managed Metadata Columns
    4. Scroll down to the Term Set Settings area, click the arrow next to Managed Metadata Service to expand it, expand Location, and then click to select Cities. Exercise - Managed Metadata Columns
    5. Click the OK button at the bottom of the Create Column dialog to add the new column to the list.
  3. Add a new item to the Metadata Test list and test the metadata field.
    1. Click the new item link in the Metadata test list. Exercise - Managed Metadata Columns
    2. Type "First Item" in the Title field and then type "At" in the City field and verify an IntelliSense list opens below your typing with a suggestion of Atlanta. Exercise - Managed Metadata Columns
    3. Click Atlanta in the suggestion list and click the Save button to save the item.
  4. Add a new fill-in entry to the Cities term set.
    1. Click the new item link in the Metadata test list.
    2. Type "Second Item" in the Title field and then type "Chicago" in the City field. Verify that no suggestions display for that city.
    3. Click the Save button and verify that you get the error The given term is not valid. Exercise - Managed Metadata Columns
    4. Click the Browse for a valid choice icon to the right of the City field text box. Exercise - Managed Metadata Columns
    5. Click the Add New Item link in the Select: City dialog. Exercise - Managed Metadata Columns
    6. Type "Chicago" in the new item field and then press Enter.
    7. Click the OK button to close the Select: City dialog.
    8. Click the Save button to save the new item.
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