Creating Site Columns

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Creating Site Columns

Creating Site Columns

Create a Custom Site Column

In this walk-through, you will learn how to create a custom Site Column. Follow the steps in the previous walk-through to navigate to the Site Column gallery.

  1. Click the Create link at the top of the Site Column gallery.Site Columns page
  2. Enter Favorite Colors in the Column name field and select Choice (menu to choose from) from the The type of information in this column is: option field.Create Site Columns page

    Note that the column type choices are the same as for creating list or library columns. The main difference with Site Columns is that they can be reused on multiple lists and libraries throughout the site.

  3. Note in the Group region you are leaving the default setting set to Existing Group and Custom Columns Create Site Columns page
  4. Scroll down the Site Column page and enter some color values in the list box field labeled Type each choice on a separate line. Use the following image as a guide for what to enter.Create Site Columns page
  5. Click the OK button at the bottom of the form to save your work.
  6. If you scroll down the list of Site Columns, you will find the new column Favorite Colors under the Custom Columns group.Site Columns page

Add a Site Column to a List

In this walk-through, you will learn how to add a Site Column to a SharePoint list. This walk-through will use the Demo List that was created in an earlier walk-through but any list or library would work.

  1. Click the Demo List link in the site's Quick Launch menu.Site Quick Launch Menu
  2. Click the LIST tab to open the toolbar and then click the List Settings button. List tab toolbar
  3. Scroll down the List Settings page and to the Columns region. The list already already has a column named Favorite Color, but for the walk-through you want to replace that with the Site Columns version. Click the current Favorite Color column link to open the Change Column page for the column.List Settings
  4. Click the Delete button at the bottom of the Change Column page.
  5. Click the OK button to confirm that you want to delete this column from the list.Message from webpage

    Normally you would want to be very careful deleting a column from a list with data in it. Since this is just a test server and site, you should not be concerned about the potential loss of data.

  6. Verify that the Columns list no longer shows the Favorite Color column and click the Add from existing site columns link under the list of columns.List Settings
  7. In the Add Columns from Site Columns page, change the Select site columns from drop-down field to Custom Columns, and click the Add button to move the Favorite Colors column to the Columns to add list.Add Columns from Site Columns form
  8. Click the OK button to save our change back to the list's columns.
  9. Navigate back the items view of the Demo List by clicking the link in the Quick Launch menu or in the breadcrumbs.
  10. Click the new item link in the list to create a new item and test the Site Column.
  11. Verify in the Demo List - New Item form that the Favorite Colors drop-down list has the colors that you defined in the Site Column. Click the Cancel button to close the form without saving.New Item form