Creating Metadata Columns in Lists and Libraries

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Creating Metadata Columns in Lists and Libraries

Creating Metadata Columns in Lists and Libraries

This walk-through will show you how to create a new custom list and add a new column that is linked to the Contoso Departments Term Set created in the previous walk-through.

  1. Create a new list named "Metadata Demo" from the Custom List template.
    1. Click the Settings menu and choose the Add an app option.
    2. Select the Custom List template from the template choices.
    3. Type "Metadata Demo" in the Name field text box.
    4. Click the Create button to complete creating the list.
  2. Add a Managed Metadata column, linked to the Contoso Departments Term Set, to the Metadata Demo list.
    1. Click the Metadata Demo link in the Quick Launch menu to navigate to the new list.
    2. Click the Create Column link on the LIST tab toolbar.
    3. Type "Department" in the Column name field.
    4. Choose the Managed Metadata radio-button option for the columns data type.
    5. Expand the Managed Metadata Service -> <<Your Name>> Demo Group and choose Contoso Departments Term Set in the Term Set Settings area. Metadata Columns
    6. Click the OK button to complete creating the column.
  3. Add a new item to the Metadata Demo list and test the Managed Metadata column.
    1. Click the new item link.
    2. Type "First Item" in the Title field text box.
    3. Type "Ac" in the Department field and click to choose the Accounting [Contoso Departments] choice that appears below. Metadata Columns
    4. Click the Save button to save the new item.
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