Item and List Commands - NCDOT



Item and List CommandsNavigate to the list, then follow these quick steps. If a command is grayed out on the ribbon, you may not have the permissions to use it, or you may need to select an item first to enable the command.Add a Site Column Add An App LIST tab > List Settings > Add from existing site columns. Select site column > Add > Add to default view (optional) > OK.Settings gear > Add an app > Click list icon.Enter a name > Click Create.Approve/Reject ItemAttach File – ItemSelect file.ITEMS tab > Approve/Reject > Approved.Add comments > OK.Select item.ITEMS tab > Attach File.Select file > OK > Save.Calendars OverlayContent Approval CALENDAR tab > Calendars Overlay > New Calendar.Define name, calendar type as SharePoint, description and color.Enter URL of SharePoint site that contains calendar > Resolve.Click List drop-down > Select calendar to overlay > Click List View drop-down > Select calendar view to overlay > OK > OK.LIST tab > List Settings > Versioning settings.Click Yes for Require content approval for submitted items? Define Draft Item Security > OK.Create a Column Create a View LIST tab > Create Column.Define name, information type, and additional settings > OK.LIST tab > Create View.Select view type > Enter view name.Define default status and audience > Choose columns > Define column order, sorting, filtering, grouping criteria, and other view settings. OK.– or – Sort and filter current view > SAVE THIS VIEW > Enter view name > Define audience > Save.Create View – PersonalCurrent Page – Navigate through PagesLIST tab > Create View.Select type of view.Define properties of view > OK.LIST tab > Click previous (<) or next (>).Current View – ChangeDelete ItemClick view at top of list.Select one or more items.Delete key > OK.Delete ListEdit or Remove Column LIST tab > List Settings > Delete this list > OK.LIST tab > List Settings > Click column name.Edit column properties or click Delete.OK.Edit Properties – ItemEmail a LinkSelect item.ITEMS tab > Edit Item.Save.LIST tab > E-mail a Link.List Name, Description, Navigation Manage Alerts for Others LIST tab > List Settings > List name, description and navigation.Change name or description > Save.Select item > ITEMS tab – or – LIST tab.Alert Me > Set an alert.Enter user names > Define alert details > OK.– or – Settings gear > Site settings > User alerts.Select user > Update.Select alert(s) > Delete Selected Alerts > OK.Manage My AlertsModify or Delete a ViewSelect item > ITEMS tab – or – LIST tab.Alert Me > Manage My Alerts.View, add, edit or delete alerts.LIST tab > Modify View.Change view, delete view or make view the default. OK.Most Popular ItemsNew Event – CalendarLIST tab > Most Popular Items.Hover over day > +Add.Enter properties of event.Save.New ItemPopularity Trends– Item + new item > Enter properties of item. Save.Select item.ITEMS tab > Popularity Trends.Open or save spreadsheet.Quick Edit Rating Settings Edit this list > Make changes.Stop editing this list.LIST tab > List Settings > Rating Settings.Yes for Allow items in this list to be rated > Select Likes or Star Ratings > OK.Restore Selection from Recycle BinRSS FeedSettings gear > Site contents > RECYCLE BIN.Select item > Restore Selection > OK.LIST tab > RSS Feed > Subscribe to this RSS feed.Enter name for feed > Subscribe.Set Alert – ItemSet Alert – ListSelect item > ITEMS tab > Alert Me > Set alert on this item.Define details of alert > OK.LIST tab > Alert Me > Set alert on this list.Define details of alert > OK.Sort or FilterValidation Settings Hover over column header > Click down arrow.Select sort or filter option.LIST tab > List Settings > Validation Settings. Define formula and message > Save.Version History – Item Versioning Settings Select item.ITEMS tab > Version History.LIST tab > List Settings > Versioning Settings.Yes for Create a version each time you edit an item in this list?Depending upon Versioning and Content Approval, define number of versions, number of drafts, and Draft Item Security.OK.View Properties – Item Select item.ITEMS tab > View Properties. ................
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