List Columns

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List Columns

List Columns

Creating List Columns

In this walk-through, you will learn to create a new list using the Custom List template and add various list columns to it. Although any SharePoint list can have custom columns added to it, the Custom List template creates a nice clean list to work with.

  1. Create a new list in your Team Site using the Custom List template.
    1. Click the Settings menu and then choose the Add an app menu item.Site actions menu
    2. Select the Custom List template from the list of available templates. Apps template list
    3. Enter "Demo List" in the Name field and then click the Create button.
  2. Add a new Single line of text list column to Demo List.
    1. Click the Demo List link in the Quick Launch menu under the Recent group. Quick launch menu
    2. Click the List tab to open the lists toolbar. List tab.
    3. Click the Create Column button link in the List tab toolbar.List tab toolbar

      The Create Column button might not display the text next to the icon if your browser window is not wide enough.

    4. Enter "Favorite Food" in the Column name field and leave the default for The type of information in this column is: option field set to Single line of text.Single line of text create column form
    5. Note the Additional Column Settings region that allows you to set options for this Single line of text list column. Leave the options set to their defaults and click the OK button to complete creating the new list column.Text column options region
  3. Add a new Choice list column to Demo List.
    1. Click the Create Column button link in the List tab toolbar.
    2. Enter "Favorite Color" in the Column name field and change The type of information in this column is: option field to Choice.
    3. In the Additional Column Settings region, type some colors into the field labeled Type each choice on a separate line and change the Display choices using field to Radio Buttons. See the following image for some suggested colors to add: Choice column options

      Note the Display choices using options that include Radio Buttons and Check Boxes. The check boxes allows for multiple choices and the radio buttons provides an alternative display for single selections. The default Drop-Down Menu takes up the least amount of room if the column is included in a view. Views will be covered in a later part of this course.

    4. Click the OK button to complete creating the new list column.
  4. Add a new Date and Time list column to Demo List.
    1. Click the Create Column button link in the List tab toolbar.
    2. Enter "Birthday" in the Column name field and change The type of information in this column is: option field to Date and Time.
    3. In the Additional Column Settings region, change the Require that this column contains information option field to Yes and the Default value option field to Today's Date.Date column options
    4. Click the OK button to complete creating the new list column.
  5. Add a new Person or Group list column to Demo List.
    1. Click the Create Column button link in the List Tools List tab toolbar.
    2. Enter "Who" in the Column name field and change The type of information in this column is: option field to Person or Group.
    3. In the Additional Column Settings region, change the Show field drop-down box to Work e-mail.User or Group column options
    4. Click the OK button to complete creating the new list column.
  6. Create a new custom list and add it as a Lookup list column to Demo List.
    1. Click the Settings menu and then choose the Add an app menu item.Site actions menu
    2. Select the Custom List template from the list of available templates. Apps template list
    3. Enter "States" in the Name field and then click the Create button.
    4. Click the States link in the Quick Launch menu to navigate to the list.
    5. Click the Create Column button link in the List tab toolbar.
    6. Enter "Abbreviation" in the Column name field and set the Maximum number of characters text box under Additional Column Settings to "2".
    7. Click the OK button to complete creating the column.
    8. Click the new item link in the States list.
    9. Enter "Florida" in the Title field text box and "FL" in the Abbreviation text box.
    10. Click the Save button to save the new States item.
    11. Repeat the previous steps to create the following States items:States list items
    12. Click the Demo List link in the Quick Launch menu to navigate to the list.Quick Launch
    13. Click the List tab at the top of the list's page to open the List toolbar.
    14. Click the Create Column button link in the List tab toolbar.
    15. Enter "Home State" in the Column name text box field and change The type of information in this column is option field to Lookup (information already on this site).
    16. In the Additional Column Settings region change the In this column drop-down box to Abbreviation and select the Title check box under the Add a column to show each of these additional fields field.User or Group column options
    17. Click the OK button to complete creating the new list column.
  7. Set Demo List to permanently display in the Quick Launch menu.
    1. Click the LIST tab to open the toolbar.
    2. Click the List Settings button on the LIST toolbar.
    3. Click the List name, description and navigation link on the Settings page. Settings page.
    4. Click the Display this list on the Quick Launch option to Yes and click the Save button. Display on quicklaunch option.
  8. Create a sample item in the new Demo List to test the results of the custom columns.
    1. Click the new item link within the Demo List to create a new item.
    2. Use the data in the following image as sample data for the new Demo List item, change the Who field data to an account name that exists in your SharePoint installation.List Demo item form

      For the Who field, you can optionally click a name from the drop-down list that SharePoint provides.

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