SharePoint 2013 offers powerful features that allow users to create custom views for improved content management and accessibility. When it comes to enhancing workflow and increasing team productivity in the platform, creating a custom view can be a game-changer. In this section, we will provide you with a step-by-step guide on how to create a custom view in SharePoint 2013. We will explore different methods and techniques that will empower you to personalize the way you view content, making it more manageable and user-friendly.
There are several ways to create custom views in SharePoint 2013, including utilizing the Group by feature, applying dynamic filters, hiding folders, limiting the number of items, and using SharePoint Designer 2013 for further customization.
To enhance your SharePoint experience, you can utilize the Group by feature, which allows you to group information by specific properties or metadata columns. This can help you organize and categorize content, making it easier to navigate and find the information you need.
Another useful method is applying dynamic filters. By using filters such as [Me] or [Today], you can display relevant data based on the current user or date. For example, you can filter tasks assigned to the logged-in user or display only expired items, eliminating the need to manually search for specific content.
When working with document libraries, you have the option to hide folders in your views. By selecting the “Show all items without folders” option, you can improve the visibility of your documents and focus on the files themselves, eliminating visual clutter.
In cases where you have large SharePoint lists, limiting the number of items displayed on a view can greatly enhance user experience. By specifying the desired number of records and selecting the “Limit the total number of items returned” option, you can prevent overwhelming the user with excessive data, making it easier to navigate and digest the content.
Furthermore, SharePoint Designer 2013 offers powerful customization capabilities for your views. With this tool, you can modify default views by adjusting text color, adding columns, or embedding item limits. To create a custom view using SharePoint Designer 2013, simply open the site in the tool, navigate to the Lists and Libraries tab, select the desired list, and click on the New button in the Views section. From there, you can configure the view to fit your specific requirements, including filtering and sorting data, as well as customizing the display fields. Once you save the changes, the results will be visible on your SharePoint site.
In conclusion, by leveraging the various methods available in SharePoint 2013, you can create custom views that enhance your team’s productivity and improve the overall user experience. Whether it’s utilizing the Group by feature, applying dynamic filters, hiding folders, limiting the number of items, or using SharePoint Designer 2013, customizing your views can help personalize the way you interact with your SharePoint content, making it more manageable and user-friendly.