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MyBlugold: Lists and Libraries


Lists and Libraries are two elements you will most likely use frequently on your MyBlugold site.This documentation includes help in completing the following processes:

Creating a List


  1. Click the Site Actions button in the top left-hand corner of your screen and select More Options...

    Site Actions

  2. A new window appears listing the possible Site Content items that can be created. On the left-hand side under All Types, select List.

  3. Click on the icon for Custom List.

    Custom List

  4. On the right-hand side of the screen select More Options.

  5. Enter a name and description for your list. Do not include spaces in your list name.

  6. Choose Yes to indicate that you would like this item to appear in the Quick Launch.

  7. Click Create.

  8. A List Tools tab appears at the top of the page. From here you can accomplish a large number of tasks, including editing list settings and adding items to your list.

    List Tools

Creating a Library


  1. Click the Site Actions button in the top left-hand corner of your screen and select More Options...

    Site Actions

  2. A new window appears listing the possible Site Content items that can be created. On the left-hand side under All Types, select Library.

  3. Click on the icon for Document Library.

    Document Library

  4. On the right-hand side of the screen select More Options.

  5. Enter a name and description for your library. Do not include spaces in your library name.

  6. Choose Yes to indicate that you would like this item to appear in the Quick Launch.

  7. Click Create.

  8. A Library Tools tab appears at the top of the page. From here you can accomplish a large number of tasks, including editing library settings and adding items to your library.

    Tools

Editing a List or Library Name


Note: The directions below describe how to complete this task for a List. If you wish to edit a Library name, simply substitute Library whenever it says List in the directions.

  1. When you have your List open, a Tools tab appears at the top of the page. Select the List tab.

    List Tools
  2. On the ribbon, in the Settings group, click List Settings.

    List Settings
  3. Under General Settings, click Title, description, and navigation. Here you can update the list's name, as well as change the description and Quick Launch settings.

Creating a Site Column


  1. Go to Site Actions»Site Settings.
     
    Site Actions

  2. Under the Galleries heading, click on Site Columns.

  3. Here you see a gallery of preformatted columns that may be added to any list within your site. If you do not see the desired column, you may create a custom column. To edit column settings, at the top of the list, click Create.
    create

  4. Name your column.

  5. From the Type of Information list, select how you would like users to enter information. In general, columns that allow users to choose from a list of options have a much higher functionality.

  6. Enter a description for your column.

  7. Depending on the type of information you chose, you will see different options under Additional Column Settings. If you selected the recommended Choice option, you will enter the choice options here and select how they appear.

  8. When finished, click OK.

Adding a Column to a List or Library


Note: The directions below describe how to complete this task for a List. If you wish to add a column to a Library, simply substitute Library wherever it says List in the directions.

  1. Open the list in which you would like the site column to appear.

  2. Click List in the List Tools tab.

    List Tools

  3. Go to List Settings in the Settings section of the ribbon.

    List Settings

  4. Scroll down to the Columns section to see the current columns associated with this list. To add a previously created site column, select Add from existing columns.

  5. The column list includes both preformatted columns and any custom columns you may have created. Click Add to include these in your list.

  6. To make these columns visible by default, select the Add to default view checkbox.

  7. When you are finished, click OK.

Changing Column Ordering


Note: The directions below describe how to complete this task for a List. If you wish to change the column order of a Library, simply substitute Library whenever it says List in the directions.

  1. Open the list in which you would like to edit the column ordering.

  2. Click List in the List Tools tab.

    List Tools

  3. Go to List Settings in the Settings section of the ribbon.

    List Settings

  4. Scroll down to the Columns section and select Column ordering.

  5. You will see a list of the fields present in your List. In the Position from Top column, use the pull-down menus to edit the order as you wish. The column order will update automatically as you do this.
  6. When you are finished, click OK.

Creating a View


Note: The directions below describe how to complete this task for a List. If you wish to create a Library View, simply substitute Library wherever it says List in the directions.

  1. Open the list that will be using the view you wish to create.

  2. Click List in the List Tools tab.

    List Tools

  3. Click Create View, located in the Manage Views section of the ribbon, directly below the List tab.

  4. Select Standard View.

    Edit Standard View

  5. Name your view.

  6. Choose whether you would like the view to be Personal or Public. Anyone has access to a Public View, while a Personal View may only be used by the user who created it.

  7. Update the additional view settings as desired.

  8. When you are finished, click OK.

Changing the Default View


Note: The directions below describe how to complete this task for a List. If you wish to change the default Library View, simply substitute Library wherever it says List in the directions.

  1. Open the list for which you would like to change the default View.

  2. Click List in the List Tools tab at the top of the screen.

    List Tools

  3. Beneath Current View (located in the Manage Views section of the ribbon, directly below the List tab), you will see the name of the default View for your List. Click the arrow next to the name and select a different View from the pull-down menu.

    Current View

  4. You have now changed the Current View. To make this View the default, click List in the List Tools tab.

  5. Click Modify

  6. In the Name section, select the Make this default view checkbox.

  7. When you are finished, click OK.

Editing a View


Note: The directions below describe how to complete this task for a List. If you wish to edit a Library View, simply substitute Library wherever it says List in the directions.

  1. Open the list for which you would like to change the default View.

  2. Click List in the List Tools tab.

    List Tools

  3. Go to List Settings, located in the Settings section of the ribbon.

    List Settings

  4. Scroll down to the Views section. Here you will see all the View configured for this List, as well as which is the default.

  5. To edit a View, click the View's name in the list.

  6. Update the View settings as desired.
     
  7. When you are finished, click OK.
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