SharePoint 2016 Site Owners

SharePoint 2016

Lesson 4 – Adding and Configuring Lists

TOPIC D: C REATE C USTOM L ISTS You team needs to store, track and share information that does not fit in the list templates SharePoint provides. In this topic, we will create custom lists.

C USTOM L ISTS As you know, SharePoint provides you with many list templates to choose from for storing common types of information such as contacts and tasks. Custom lists take customization a step further allowing you to create a list from scratch that has only the specific columns you need, organized in the way that is most effective, displayed with the views you create. Custom lists are typically created to store and track information that is organization or project specific, such as purchase orders, part numbers, inventory, sales numbers, etc. Custom lists allow you to move data that may be currently organized and tracked on local workstations in spreadsheets or other databases to SharePoint. C USTOM L IST C REATION O PTIONS You can add a custom list the same way that you add other libraries and lists to your SharePoint site from the Site Contents page. There are three options to choose from when you wish to create a custom list.

CUSTOM LIST APP NAME

DESCRIPTION

Custom List

This option lets you start completely from scratch. It creates a list with a title column, and the following additional columns:

Modified Created

• • • •

Modified by

Created by You have to add or create columns for data that you wish to store and track. Once you have created and added columns you must create a default view for the list. This option creates a custom list with the same columns as the Custom List app but also makes the default view of the list the datasheet view. This option allows you to browse to a spreadsheet to import. The list will be based on the data in the spreadsheet that you select. You can optionally enter a range of cells within the spreadsheet. Columns are created based on the type of data (cell format) in the spreadsheet. You may have to edit column configuration after the import to ensure column configuration is correct (for example SharePoint might read a currency column as a number column and you would want to adjust that after the import).

Custom List in Datasheet View

Import Spreadsheet

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