Creating Lists

Contact Us or call 1-877-932-8228
Creating Lists

Creating Lists

Creating Lists Using List Templates

The following walk-through will show you how to create new lists using some of the standard out-of-the-box list templates.

All of the lists in this demonstration are created in the Contoso Home Site.

  1. Create an instance of a Contacts list.
    1. Click the Settings menu and then choose the Add an app menu item.Site actions menu
    2. Scroll down the list of Apps templates and locate and click the Contacts template link.Create dialog form
    3. Enter "Contoso Contacts" in the Name field and click the Create button.Contacts template description

      Naming Conventions: Many website administrators feel strongly about not using spaces when naming a list, library, or new site. The reason for this is that the spaces will be replaced with "'%20" characters in the URL. This can make the URL difficult to read and links can become convoluted. The title of the list, library, or site can always be changed after they are created using the properties pages that will be covered in a later part of this course. This will change what is displayed but not affect the URL. For simplicity and readability, the exercises and walk-throughs in this course often include the space in the name and accept the fact that the URL will have the "%20" replacement characters.

    4. Note that Contoso Contacts are now displayed in the Quick Launch menu under the Recent heading as well as listed on the Site Contents page. Site contents page
  2. Add a permanent link to Contoso Contacts in the Quick Launch menu.
    1. Click the Contoso Contacts link under the Recent heading in the Quick Launch menu.
    2. Click the List tab to navigate to the List Toolbar. List tab toolbar.
    3. Click the List Settings link button on the List tab toolbar. List tab toolbar.
    4. Click the List name, description and navigation link on the list settings page. List settings page.
    5. Click the Yes radio button to add Contoso Contacts to the site's Quick Launch menu and click the Save button. List general settings page.

      The Name field is where you would change the name of the list or library without affecting the URL.

    6. Note that Contoso Contacts now shows on the site's Quick Launch menu as a root-level item. Site Quick Launch menu.
  3. Create a new contact item in the Contoso Contacts list.
    1. Click the Contoso Contacts link in the Quick Launch menu.
    2. Click the new item link within the Contoso Contacts list.Add new item link
    3. In the Contoso Contacts - New Item form, use the following table to fill in the fields and click the Save button. Note that only the Last Name field is required.
      Field Data
      Last Name Simpson
      First Name Marge
      Full Name Marge Simpson
      E-mail Address Marge@Contoso.com
      Company Contoso
  4. Create an instance of a Discussion Board list.
    1. Click the Settings menu and then choose the Add an app menu item.Site actions menu
    2. Scroll down the list of Apps templates and locate and click the Discussion Board template link.Create dialog form
    3. Enter "Contoso Discussion" in the Name field and then click the Create button.
    4. Note that you could optionally add Contoso Discussion as a permanent link in the Quick Launch menu as you did with Contoso Contacts.
  5. Create a new discussion in the Contoso Discussion list.
    1. Click the Contoso Discussion link in the Quick Launch menu and click the new discussion link in the main view of the list.Discussion add new link
    2. In the new discussion form, enter "SharePoint 2013 Features" for the Subject field.
    3. Click inside the Body field. Note that the discussion form now has a toolbar at the top with two tabs Format Text and Insert.Editing Tools toolbar
    4. Inside the Body field type the following text:

      Among the many SharePoint 2013 features the following are some of my favorites:

      Branding

      Mobile devices

      Search

      Web content management

    5. Highlight the list text Toolbars, Silverlight Integration, Dialog forms, and Column validation and then click the Numbering icon on the Editing Tools Format Text tab toolbar. Discussion Item form

      Note the Question check box. When this is checked, it is used as a filter for an Unanswered Questions view. Views will be covered in a later part of this course.

    6. Click the Save button to save it to the list.
  6. Read and reply to the new discussion in the Contoso Discussion board.
    1. Click the new discussion subject SharePoint 2010 Features link inside the Contoso Discussion list.Discussion item link
    2. Click the Add a reply text within the text box to create a reply to this post.Discussion reply link

      Normally a different user would be replying to a new discussion item, but this walk-through uses a single account.

    3. Type the following text in the body of the reply text box and click the Reply button: From the list my top favorite is Branding.
    4. Note that the reply dialog form has the same editing toolbar as when you created the new discussion item.
    5. Verify that the reply now displays under the original.Discussion Flat View
Next