Flex utilizes the List Settings and Column functions of SharePoint. This makes it easy for SharePoint users to adapt to the new system.
Each list has been preconfigured with a number of column fields to get going with. Each list has a number of ID fields which are mandatory and several other columns are set up as examples of how the functions work. The majority of the fields can be modified or even removed to suit each customer’s unique requirements.
Note: If you are unsure of the purpose behind any of the columns just add an “x” to the start of the name. This will force the Column to the bottom of the list and out of the way until you are satisfied that you don’t require it.
In this Guide, we use the term “Column” which is often interchangeably used with the term “Field.” Both terms represent SharePoint List Columns.
There are 5 key components of a Flex system that may need to be adjusted when columns are added or modified:
- New form – access the New form by adding a new item.
- Edit form – access the Edit form by editing an item.
- Display form – modify the Display form Web Part Properties to adjust as required.
- List Views – modify, delete, and add views to suit your needs.
- Sub-Grids – use the Sub-Grid Web Part Properties to adjust as required.
Access List Settings from Gear
From any list item (Display Form or List) click the Gear where you would normally go to find the Advanced Flex Setting list. From there you will find a link to the list’s settings.
Note: There is no set up required for this new feature. It is automatically added for Admins and Full Control users in the September 2017 update.
And if for some reason you do not want this to appear you can add the following Setting with a Value of False to turn it off.
Setting Name: AddListSettingsToMenu
Setting Value: False