Custom List settings Page | Overview of settings

All we know SharePoint has lists/Libraries. After creating a custom list in SharePoint we have to change settings for the list.Here I am describing the settings page, as we have three types of settings for the list like General settings, Permissions and Management and Communication.

In this article, we will see all the settings available in our lists in SharePoint 2010 site.

Let’s go through them one after the other.

List Name, Description and Navigation

Here you can provide a name, a brief description of the list and a choice to put your list on the quick launch.

Versioning Settings

Enabling the versioning settings helps you to see the history of the list items.

We have options like:

1.     Content Approval - Requires content approval for submitted items: If you choose Yes once you upload an item, it will be viewable in the list once approved.

2.     Item version history - Create a version each time you edit a file in this list: You can enable the versions as you would like in whole numbers or in decimals.

3.     Draft Item Security – Who should see the draft items in this list? : If the item is not published or is awaiting approval, you can choose from the following options as to who can view it.

Advanced Settings

Advance Settings have plenty of options for us to modify content types.

1.     Content types: If you choose Yes, you can view, modify the content type your list is using.

2.     Item Level Permissions: Specify which items users can read and edit.

3.     Attachments: Specify whether users can attach files to items in this list.

4.     Folders: You can allow users to create folders in your lists.

5.     Search: Specify whether this list should be visible in search results. Users who do not have permission to see these items will not see them in search results, no matter what this setting is.

6.     Offline Client Availability: Specify whether this list should be available for offline clients.

7.     Datasheet: Specify whether the datasheet can be used to bulk edit data on this list

8.     Dialogs: If dialogs are available, specify whether to launch the new, edit, and display forms in a dialog. Selecting "No" will cause these actions to navigate to the full page.
Note: Dialogs may not be available on all forms.

When you open a new or edit or view form, if you want them in a separate dialog option, you can choose Yes.

Validation Settings

Validation Settings are used if you want to provide the user to provide a particular kind of validation on each submission of their documents or items.

Rating Settings

You can enable ratings of the documents or list items in the form of stars and likes.

Audience Targeting Settings

When you enable this option, it will create a new column where you can input the permission level and the content query web part will fetch values from the column and display data accordingly.

Form Settings

These settings are mainly used for configuring InfoPath forms

Delete this list

Here you can find the options to delete the list. Please be cognizant of this option.

Save list as Template

You can save the list as a template which can be used again with the same fields, same content types as well as if you include content, and it can also be added to the template.

Permissions for this list

You can provide permissions to a list if you don’t want to inherit it from the site and provide unique permission to the list.

 Workflow Settings

Here, you can view all the workflows created by UI, SharePoint Designer and other 3^rd parties products such as Nintex.

Information Management Policy Settings

By default, lists will have default content type, Item, Folder will be the content type similarly for Custom lists item will be the content type so it can be changed in here in this policy settings.

Enterprise Metadata and Keywords Settings

Here we have two types of settings.

1.     Add Enterprise keywords: Enabling this feature will add a column to the library and the lists where a user can define keywords for their documents and items to be searched.

2.     Metadata Publishing: You can add tags to your items and documents to be used in your profile as social tags.

Generate File Plan Report

If you generate the file plan report, it will generate a report with all the details.

RSS Settings:

It has the features like List RSS, RSS Channel Information, Document Options, Columns, Item limit.

1. List RSS - Allow RSS: Enables or disables RSS for the list.
2. RSS Channel Information –

 Truncate Multi-line Text: Determines if the RSS feed only contains the first 256 characters for all Multiple lines of text fields in the list. For lists with large amounts of text stored in “Multiple lines of text” columns, selecting Yes to truncate these fields to 256 characters will improve performance of SharePoint and the RSS reader.
 Title: May be used by RSS readers when displaying the feed to users to show the purpose of the feed.
Description: May be used by RSS readers when displaying the feed to users to convey a longer explanation of the feed’s contents.
Image: URL May be used by RSS readers when displaying the feed.

3. Document Options - Configure Link and Enclosure settings for RSS items.
4. Columns - Determines which list columns have their data included in the feed and in what order.
5. Item limit - Maximum Items: The maximum number of items to include in the feed’s contents of recently changed list items.
Maximum Days: The furthest amount of time back that RSS will go when looking for recently changed list items to include in the feed.

Columns

Then here we have Columns where you can create, add, modify, order or index columns.

Create Column

Columns Ordering

Indexed Columns

Views

Last but the most important, we can create as many views depending upon our requirements.

These are the different views which I will discuss in detail in my next blog.

This article now will be my base in defining all different types of document libraries and lists as the settings will be mostly the same throughout.

Posted in Custom list | Settings Page | SharePoint 2010