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Blugold Insider: 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 gear in the top right-hand corner of your screen, and select Add an app.

    add an app


  2. You will be directed towards a new page showing all of the possible apps you can add. Type Custom List into the search box, and hit Enter on your keyboard.

  3. Click the Custom List icon.

    customlist


  4. In the dialog box that appears, you are given the option of naming your list. Instead of naming your list here, click Advanced Options. You will be navigated to a new page.

  5. Enter your list name and a description of the list.

    Note: This list name will also become the URL for the list. We suggest keeping this name as short as possible and only using alpha-numeric characters in order to maintain a clean URL.

  6. Once you've finished, click Create.

  7. 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 gear in the top right-hand corner of your screen, and select Add an app.

    add an app


  2. You will be directed towards a new page showing all of the possible apps you can add. Type Document Library into the search box, and hit Enter on your keyboard.

  3. Click the Document Library icon.

    document library


  4. In the dialog box that appears, you are given the option of naming your list. Instead of naming your list here, click Advanced Options. You will be navigated to a new page.

  5. Enter your library name and a description. For now leave the rest of the fields set to their default value. All of those settings may be changed at a later time if needed,

    Note: This library name will also become the URL for the library. We suggest keeping this name as short as possible and only using alpha-numeric characters in order to maintain a clean URL.

  6. Once you've finished, click Create.

  7. 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 documents to your library.

    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. Click the gear in the top right-hand corner of your screen, and select Add an app.

    site settings

  2. Under the Web Designer Galleries heading, click 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, click Create at the top of the list.

    create

  4. Name your column.

  5. From the Type of Information list, select what type of information this column will contain.

  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.

  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 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 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 add a column to a Library, 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.

    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 add a column to a Library, 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.

    find 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 view

  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 add a column to a Library, 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.

Help Desk

For more information or to request a service, contact the LTS Help Desk:
HelpDeskLogo715-836-5711 | helpdesk@uwec.edu | OL1106

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