Editing A List In SharePoint

Posted on: December 12, 2018 | By: Sarah Hoagland | ERP Selection, Microsoft Dynamics AX/365

Authored by: Joncarl Luckett

SharePoint has become one of the most useful tools in the consulting space, having a dedicated project management space is critical to a successful implementation. Having a resource who fully understands the editing and list creation within SharePoint can bring an enormous amount of value, at a very low cost. In this blog I will explain and illustrate the process of editing a SharePoint site to perfectly fit your organizations’ needs.

1. The first step to editing a SharePoint site is to make sure you have enough permissions – ‘Full Control’ to the SharePoint site you want to edit. Then, click on the list you want to edit, in this case Project Document Tracker. Then, at the top of the page, click List, which will bring down a menu. Next, click Customize in InfoPath (you won’t be able to do this if you don’t have proper access). If you do not have InfoPath, you can download it for free here.

2. After opening the list in InfoPath, you’ll see a configuration screen that looks something like this. In the middle you can see the current list setup and on the left you have the various fields used to comprise the list. You can drag and drop these fields into your list or double-click to edit an existing field.

3. To add a new field, click on the Add Field button in the lower right-hand corner.

4. When you click Add Field, a window that looks like this will pop-up. In this window you can add either a field or group and create rules for that field/group. The three most crucial pieces of this window are the Display Name, the name that the row will display as in SharePoint, Data Type, the type of data that this row will contain, and lastly the Cannot Be Blank field, which dictates whether a field can be left blank or is required.

While creating a customized list in SharePoint can be daunting, with some time and tinkering, you too can become your organizations SharePoint Guru.

Is your organization looking for a D365 upgrade, installation, implementation, or support? If so, contact Logan Consulting for more information now!

Logan Consulting is a professional services firm committed to helping businesses improve business processes to get the most from their ERP investments.

25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics
25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics

Free Download:

25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics

Download the guide ›

24 Questions to Ask Before Implementing Your New ERP System
24 Questions to Ask Before Implementing Your New ERP System

Free Download:

24 Questions to Ask Before Implementing Your New ERP System

Download the guide ›

Top 10 Inventory & Operations Decisions Distributors Are Making Blind
Top 10 Inventory & Operations Decisions Distributors Are Making Blind

Free Download:

Top 10 Inventory & Operations Decisions Distributors Are Making Blind

Download the guide ›