Adding and Modifying a List View


Sorting and filtering directly on a the columns of a list view only result in a temporal view; that is, the sort and filter is not remembered the next time this list view is used. However, you can define new list views to provide a named definition of how the information in the list is displayed. List views define which columns to show in a list and in what sequence these columns are displayed. The sequence is defined from left to right. List views can also define the order of rows to be presented, which rows to reveal, and how the list items will be grouped, totaled, styled, and paginated. List views can be created using one of the starter views defined in the following table.

Open table as spreadsheet

Icon

Starter View

Description

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Standard view

View data in a standard table; easily switch to Datasheet view.

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Datasheet view

View data in an editable spreadsheet; easily switch to Standard view.

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Calendar view

View data in a calendar format; easily switch from day view to week view to month view.

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Gantt view

View list items in a Gantt chart to see a graphical representation of how a team’s tasks relate over time.

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Access view

Start Access to create forms and reports that are based on this list.

 

An existing view

New to this release, base your new list view on an existing list view already defined on this list.

Every time a new list view is created for a specific list, it begins as either a starter view or a copy of an existing view. Once created, it is placed on the list view drop-down list with the other list views at the top right of the list.

Two kinds of list views are available: Public and Personal. Public list views can be seen by everyone viewing the list, whereas Personal list views can only be viewed by the creator. Only users with manage list permissions can create Public list views. Everyone can create their own Personal list views on a list.

In this exercise, you will create a Public list view called High Priority Tasks so that buyers can see only those tasks that are currently set to a (1) High priority, along with their current status. You will use the Datasheet view starter so that all list items can be easily updated simultaneously.

OPEN the SharePoint site where the Common Buyer Tasks list was created. The exercise will use the http://wideworldimporters site, but you can use whatever site you wish. If prompted, type your user name and password, and click OK.

BE SURE TO verify that you have sufficient rights to manage the list. If in doubt, see the Appendix on page 435.

1. On the Quick Launch, click Common Buyer Tasks to display the Common Buyer Tasks default list view page (in Standard view).

2. From the bottom of the list view drop-down list, click Create View to display the Create View: Common Buyer Tasks page. A Create View option in the Settings menu for the list also displays the same page.

3. At the bottom of the page, click Create a new view to display the Common Buyer Tasks: Create View page.

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4. Click Datasheet View so that the new list view will have an editable spreadsheet as its default view and to display the Common Buyer Tasks: Create View page.

5. In the View Name textbox, type HighPriorityTasks.

6. Verify that Create a Public View is checked.

7. Uncheck all check boxes in the Display column except the Title (linked to item with edit menu) and Status columns.

The Title column is currently set to 20 and the Status column is currently set to 4. Therefore, the Title column will display before the Status column.

Tip 

Three Title columns are listed in the Columns area. They all represent the same value, but each is displayed in a special way. The selected Title column, Title (linked to item with edit menu), not only shows the text value of the Title column, but also includes a smart menu that can be accessed by hovering over the text and clicking on the emergent drop-down list. Whereas the Title column named Title (linked to item)-currently unselected and at the bottom of the Columns area-simply presents the text value in the Title column as a link to the View page for each list item. Finally, the actual Title column, also currently unselected, is just like any other column: it only displays the text captured for the Title column for each list item.

8. On the First sort by the column drop-down list in the Sort area, click Sequence to order the list using the value in the Sequence column. It is OK to sort by a column that is not included in the view.

By default, the list is in ascending order.

9. On the Show the items when column drop-down list in the Filter area, click Priority to set up the row filter.

10. For the filter condition, leave is equal to as the selected option.

11. In the textbox just below the filter condition, type (1) High.

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12. Click OK to save the list view and display the Common Buyer Tasks using the new view.

Now that the list view is created, you can go back and change the display name.

13. In the list view drop-down at the top-right corner of the list, click Modify this View to display the Common Buyer Tasks: Edit View page.

14. In the View Name textbox, replace HighPriorityTasks with High Priority Tasks (with spaces) to change the name that is displayed at the left of the list view page.

Notice that the name of the page shown in the address bar of the browser can optionally be edited, too.

15. Click OK to save the change and redisplay the Common Buyer Tasks list.

16. On the breadcrumb at the top of the page, click Common Buyer Tasks to return to the default list view page for the list.

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CLOSE the browser.




Microsoft Windows Sharepoint Services Version 3. 0 Step by Step
Microsoft Windows Sharepoint Services Version 3. 0 Step by Step
ISBN: 735623635
EAN: N/A
Year: 2004
Pages: 201

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