How To Create A Custom List In Sharepoint

Creating a custom list in Sharepoint is a straightforward process that allows you to customize and organize your data. SharePoint is a powerful platform that provides flexible options for creating lists tailored to your specific business needs.

To create a custom list, start by navigating to your SharePoint site and accessing the Site Contents page. This is where you can manage and create lists within your site.

Once you are in the Site Contents page, click on the “New” button and select “List” from the drop-down menu. This will open the list creation page where you can give your list a name and configure various settings.

When creating your custom list, you have the option to enable versioning, which allows you to track changes made to your list items. You can also disable attachments if you don’t need users to upload files to your list.

To further customize your list, you can create custom columns. These columns allow you to capture specific information for each list item. Click on “List Settings” and select “Create column” to define the properties of your custom columns. You can choose from a variety of column types such as text, people picker, drop-down, and currency.

Once you have created your custom list and defined the necessary columns, you can start adding data entries. Click on the “New” button to create a new entry and fill in the required information. This will populate your custom list with the data you need to manage.

SharePoint also offers additional functionality to enhance your custom list. You can create custom views to organize and display your data in a way that suits your needs. You can also extend the functionality of your list by enabling item-level permissions, implementing content approval, creating workflows, or building a PowerApp.

In conclusion, creating a custom list in SharePoint provides you with the flexibility and capability to organize and customize your data effectively. By following a simple step-by-step guide, you can create a list that fits your business requirements and efficiently manages your information.

Navigating to Your Sharepoint Site and Accessing Site Contents

To create a custom list in Sharepoint, you need to navigate to your Sharepoint site and click on “Site Contents”. This is where you will find all the available lists and libraries that you can customize and organize to suit your needs.

Once you are on the Site Contents page, you will see a list of all the existing lists and libraries on your Sharepoint site. To create a new custom list, click on the “New” button located at the top of the page.

Upon clicking “New”, you will be presented with a dropdown menu. From this menu, select “List” to begin the process of creating your custom list.

Creating a New Custom List

When creating a new custom list, you will be prompted to provide a name for your list. Choose a name that accurately reflects the data you will be storing in the list to ensure easy navigation and identification.

In addition to naming your list, you have the option to enable versioning and disable attachments. Enabling versioning allows you to track changes made to the list items over time, while disabling attachments prevents users from uploading files to the list.

After configuring these options, click on the “Create” button to finalize the creation of your custom list. You can now proceed to add custom columns and populate the list with data entries.

Summary

Creating a custom list in Sharepoint is a straightforward process that involves navigating to your Sharepoint site, accessing the Site Contents page, and selecting “New” followed by “List”. From there, you can provide a name for your list, configure options such as versioning and attachments, and create custom columns. Once your list is created, you can add data entries and further customize its functionality by creating custom views or enabling additional features like item-level permissions, content approval, workflows, or PowerApps. Sharepoint offers a flexible and customizable platform for organizing and managing your data effectively.

Creating a Custom List and Custom Columns

Once you have accessed the Site Contents page, you can proceed to create a custom list by clicking on “New” and selecting “List”. This will open a dialog box where you can give your list a name and choose the desired settings. Enabling versioning allows you to keep track of changes made to your list, while disabling attachments prevents users from attaching files to list items.

After creating the custom list, you can further customize it by creating custom columns. To do this, click on “List Settings” and select “Create column”. This will open a form where you can choose the column type, such as text, people picker, drop-down, or currency. Each column type has its own properties that you can define to suit your needs.

For example, if you choose the drop-down column type, you can specify the options available in the drop-down list. If you choose the person or group column type, you can set the column to allow multiple selections or restrict it to only one person. By creating custom columns, you can organize and categorize your data effectively, making it easier for users to enter and view information.

Column Name Type Description
Title Single line of text The title of the list item
Assigned To Person or Group The person responsible for the task
Due Date Date and Time The date by which the task needs to be completed

Summary

Creating a custom list in SharePoint allows you to tailor the list to your specific business needs. By following the steps outlined above, you can create a custom list, enable versioning and disable attachments, and create custom columns with different types and properties. This provides a flexible and customizable platform for organizing and managing your data effectively.

Once your custom list is set up, you can easily add data entries, create custom views, and extend its functionality by enabling item-level permissions, content approval, workflows, or building a PowerApp. SharePoint offers a robust set of features that empower you to create and customize lists that suit your unique requirements.

Adding Data Entries, Custom Views, and Extending Functionality

After creating your custom list and defining the necessary columns, you can start adding data entries by clicking the “New” button. This will open a form where you can fill in the required information for each entry. SharePoint provides different field types such as text, people picker, drop-down, and currency, enabling you to capture a wide range of data.

To organize and display your data effectively, you have the option to create custom views. By selecting “Create View” in the list settings, you can define specific filters, sorting rules, and grouping options to customize how the data is presented. This allows you to tailor the view according to your preference or specific reporting needs.

Furthermore, SharePoint offers the ability to extend your custom list’s functionality. You can enable item-level permissions to control access to individual entries based on user roles or specific criteria. This ensures that sensitive information remains secure and only accessible to authorized personnel.

Content approval is another valuable feature that allows you to review and approve data entries before they become visible to others. This helps maintain data accuracy and ensures that only validated information is shared within your organization.

Additionally, SharePoint supports creating workflows to automate processes related to your custom list. With workflows, you can define a series of actions or approvals that are triggered based on specific criteria or events. This helps streamline your business processes and improves efficiency.

For advanced customization and functionality, you can also leverage PowerApps, a powerful tool that allows you to build custom applications directly within SharePoint. With PowerApps, you can create intuitive user interfaces, incorporate complex logic, and integrate with external data sources, enhancing the capabilities of your custom list.

SharePoint provides a flexible and customizable platform for creating custom lists tailored to your specific business needs. By adding data entries, creating custom views, and extending functionality through options like item-level permissions, content approval, workflows, and PowerApps, you can optimize your list’s effectiveness and empower your team to collaborate more efficiently.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.