Administrator Guide

Create Columns

We use standard SharePoint columns so if you are used to creating columns in SharePoint there is nothing new to learn! Once the columns are created for each List, they are easily added to the New, Edit and Display forms.

Refer to the the sections on display forms and the sections on new/edit forms for more details.

  1. Go to the List you want to add the new fields to and access “List” and then “List Settings”

  2. Scroll down past the list of existing columns and select “Create column”

  3. Add a column name (bear in mind that this name will be used in a variety of areas, shorter is better)
  4. Select the type of column field

  5. Enter a Description, if needed, to help the user understand the field’s purpose. If the field is self-explanatory try not to use this to avoid cluttering your forms.
  6. Complete all the relevant options for the type of field.
  7. Decide if you want to add this field to all default views (if not then remove the check mark in the box).

  8. Click OK.

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