I'm setting up some SharePoint Lists in Office365. I've got one list set up just the way I want it and I want to create a new list which is almost exactly the same. I remember (way back when) I last worked with SharePoint about 6 years ago, you could copy a list to another list type but I can't seem to find this option.
I have looked around the Internet but so far, all the answers I have found have suggested using an 'Export List as Template' button in List Settings but I don't have this button.
My settings look like this
Is there a feature that I need to switch on to get this? This feels like it should be very easy...
If you don't see "Save this list as a template", check that Custom Scripts is not disabled in your SharePoint Admin settings.
Alternatively, I have been able to use other lists as templated by going to Site Contents in the Modern UI, select New > List and you should be presented with options to "Create a list" or "From an existing list"
see Create list window
From the Site Content Select New and then select List. This will open a another screen where you need to select From an existing list as shown below:
If you need to get list as Template, follow this steps.
Go to the Site Contents
Right Click on the List that you need to get template.
Click on the Settings
Then there is that option like image below.
Related
In SharePoint 2010 I have a list. I modified the default list page (allitemsg.aspx) to show another list, so now in the page I can show a manager and his sub-employees for example.
Now if I save this site as a template and create a new site based on it, this customization does not carry over. The manager list page will only show the managers, and the sub-employees list will be gone.
Is there a way to make a template the preserves this type of customization?
Thanks.
Not really a solution to this direct problem, but if you used related item views they do carry over.
I'm still learning Sharepoint and all of its various concepts, so apologies in advance for my ignorance. Here's what's going on - my company is moving a whole bunch of forms from another application into Sharepoint as InfoPath forms. Each InfoPath form is a Sharepoint list. So, we've got something like 300 different lists representing these forms.
My task is to put these lists on a page in some kind of reasonable format, meaning we need to present them in more reasonably-sized groups. Essentially, what I think I need is a list of lists. I've seen a few discussions here on this topic, all of which end with "Sharepoint doesn't provide a list of lists you need to do it yourself". I attempted to use a Content Query web part, but that only could get me the items inside each list, which in this case isn't what I want - I want the Sharepoint list itself.
From what I've read, it sounds like some custom code can build what I want. Is there any other way for me to group these lists?
Edit for more information: Part of the problem we have is that we aren't sure how to group the lists. I believe what Tom says below, that it's pretty easy to get a list of all the lists. But somehow, we still have a need to get the lists into the appropriate buckets.
For example, let's say there are 10 lists, and we want to group them by department. The first three belong to HR, lists 4-7 belong to IT, and lists 8-10 are Executives. Even with a custom code solution, we still need to make that connection, and I'm not sure how to do that (easily). If that's going to be a manual process anyway, it seems like a master list like #strongopinions suggests will be easier than a custom code solution?
I got this working using SharePoint Designer and a DataFormWebPart.
Steps:
Open the SharePoint site by clicking File -> Open Site and entering your site's URL (Ex: http://servername/sitecollection/subsite)
Open the page you will be adding the webpart to (Ex: default.aspx)
Click in one of your web part zones
Add the DataFormWebPart by clicking Insert -> SharePoint Controls -> DataView
In the Data Source Library pane on the right, under XML Web Services, click Connect to a Web Service.
Enter in a service description location to the Lists.asmx web service (Ex: http://servername/sitecollection/subsite/_vti_bin/Lists.asmx)
Click Connect
Choose GetListCollection for the operation
Click on your newly created Lists datasource and click Show Data from the dropdown
CTRL+Click to select DefaultViewURL and Title
Click Insert Selected Fields as.. -> Multiple Item View
Save your page and you're done!
P.S. You can also use something like this to generate a nice link:
<a>
<xsl:attribute name="href">
<xsl:value-of select="#DefaultViewUrl"/>
</xsl:attribute>
<xsl:value-of select="#Title"/>
</a>
Edit
Shoot. Didn't see the SharePoint2010 tag... these are instructions for SharePoint 2007. I'll leave this answer up here in case it is helpful.
I think the most flexible solution would be to create a custom webpart. With Visual Studio 2010, creating and deploying webparts is easier than ever before and the code to list all lists isn't very difficult either.
Not that I don't like SharePoint Designer, but I don't like to call the SharePoint webservices from inside SharePoint. It doesn't sound really performant.
Let me know if you need some help with the code.
You could create a list of links in SharePoint to act as a "master list." This list would contain URLs to each of the other lists. Then display your "master list." This would have to be created by hand though. Other than that you would probably have to use custom code to generate the list.
I have a custom list on the top level site of my collection and also on many sub sites. Occasionally, I will want to move an item from the list at the top level to a list in the sub sites. How can I do this using only Sharepoint itself?
I don't have access to use Designer or STSADM.
I don't need to do it in bulk, one at a time is ok.
I want to maintain the meta data like Created By, Modified By, etc
Everything I found on Google was using Designer or STSADM.
I figured it out
It's trivial to do in the Manage Site Content and Structure page but I didn't have it in my Site Actions menu. I was able to get to it though by putting _layouts/sitemanager.aspx at the end of my URL.
Through API ucan read items from list and these items to another list.
I want to hide or make some fields read only on editform.aspx. I follwed the example on this page, but without deliting the "original" webpart list. I hide the original webpart and created a new custom list from the original list. Then i was able to apply xsl on the custom list to hide or to make the field "read only". Unfortunately the recurring events stopped working or where totaly messed up. Some times i've got error messages when I clicked on specific event in calendar view. The calendar list works fine and the fields are hidden or disabled in "Edit mode" when the event is not recurring. My question is. Is there any other way to hide or disable the items for specific security group or sharepoint group on calendar list?
If SharePoint Designer is an option, then this blog post from Laura Rogers shows how you can display SharePoint fields by permission level. It should work with a calendar list.
This will give you complete control over the solution without the need for a third-party product.
Two tools I've run across to do what you're looking for:
SPListDisplaySetting - "SharePoint feature (for WSS 3.0 and MOSS) providing advanced settings to customize list form rendering in new, display and edit mode."
You can specify that certain fields only show up on edit, new, or display pages and only for certain groups, or to hide them completely.
My only problem with this is that the installer doesn't quite work. However, a user has posted working instructions on the discussion board.
SharePoint Tool Basket - List Columns Manager - "This feature allows site collection administrators to view all the columns of a list including hidden/read-only ones and gives column details such as the internal name, Guid, Type.."
I found a pretty nice solution at Cleverworkarounds. The code is writen in javascript so the script does not actually remove the fields, which in my case is necessery, but it does hide the fields. Me, I need to stick to SharePoint List Form Extensions due to some sensitive data our customers have and want to be remove for some users. Laura Rogers solutions is good too, but with Cleverworkarounds you don't need to use Sharepoint Designer.
One option is to download the Sharepoint Manager from CodePlex. Install it on the server (it uses the object model) and you get simple access to a whole heap of stuff including, on a per-field-per-list basis, whether a specific column is hidden in it's entirety (even from the list settings), or hidden from the display form, the edit form or both. It's a matter of setting a true/false dropdown and clicking save. There is also the option for making columns readonly too.
It's all or nothing in terms of permissions though - whatever you choose applies to everyone who can access that area.
You can hide items in the calendar list using JQuery. Please follow the steps below:
- From the Calendar tab Customize List category select -> Form Web Parts -> Default New Form
- Select the Insert tab and from Web Parts category -> click Web Part.
- Choose Media and Content, then choose Content Editor and click Add.
- Place the Content Editor below your form and click inside the Content Editor
- Click on Format Text tab -> Markup category -> Click on HTML -> Edit HTML Source
Add the following code:
<script src="http://code.jquery.com/jquery-1.10.1.min.js"></script>
<script>
$(function() {
$("td.ms-dttimeinput").hide();
$("span[title='All Day Event'] > input").attr("checked","checked");
$("tr:has(span[title='Recurrence'])").not("tr:has(tr)").hide();
$("tr:has(span[title='All Day Event'])").not("tr:has(tr)").hide();
$("tr:has(span[title='Workspace'])").not("tr:has(tr)").hide();
});
</script>
The above code also puts the "All Day Event" to be checked true.
Hope this would be useful ..
I think it is little bit hard to do that. Otherwise there should be not so much such third party tools like SharePoint Column View Permission, Bamboo also has such tool.
Take a look at this if you want make it happen through code stackoverflow.com/questions/1058232. But I am not sure it works in calender.
Is it possible to rename a list in Sharepoint 2007 using the web interface? I would like navigation url to change as well.
I have tried change the name using the settings option on the list. This will change the title but not the navigation url.
I had this same issue and I resolved it easily in SharePoint Designer. You have to go to All Files listing, find the list, right click and Rename. This will change the URL. You won't have this option if you go to the List & Libraries option, you have to go to the All Files one.
You cannot do this in the Web UI.
Also, another tip. If you need you have a need to name a list with spaces, but don't want the ugly %20 escape characters in the URL. Say you need to name your list Info Center. First create the list with no space: InfoCenter. Then go back and rename the Title only to Info Center. Now you will have the a nice readable list name, as well as no %20's in your URL.
I'm not sure that changing the url is possible through the web UI.
However, you could probably save the list as a template, include the content as part of that template, and then delete the list. Finally, apply the template to get a newly named (with new url) list.
You can definitely change the URL using SharePoint Designer.
I'm quite sure you can also do this programmatically.
The list will get the name you created it with so create the list and then set the localised name afterwards
if (site.Lists.Exists(Constants.MyListName, out myList))
{
myList.Description = Resources.My_Lists.My_List_Description;
logger.Write("List {0} already exists on site {1}", Constants.ListNames.MYLIST,site.Url);
}
else
{
Guid listGuid = site.Lists.Add(Constants.ListNames.MYLIST,
Resources.My_Lists.MyList_List_Description,
SPListTemplateType.DocumentLibrary);
myList = site.Lists.GetList(listGuid, false);
logger.Write("Created list {0} on site {1}", Constants.ListNames.MYLIST, site.Url);
}
myList.NoCrawl = true;
myList.Title = Resources.My_Lists.My_Inbox_List_DisplayName;
myList.EnableVersioning = true;
myList.EnableMinorVersions = false;
myList.Update();
When you then need the list you get it using the internal Name which will be the same name as in Constants.ListNames.MYLIST
list = (from SPList l in web.Lists
where l.RootFolder.Name.Equals(listInternalName, StringComparison.InvariantCulture)
select l).FirstOrDefault();
I think it is a good practice to stay away from the Display name see this article regarding problems with fields in Sharepoint
http://www.buro9.com/blog/2007/02/26/sharepoint-splistitem-quirks/
It looks like you can change the url in Windows Explorer. The library/list still exist and can be edited.
Sometimes, you start working with a list naming it as Beta list, test, site version 1 etc and then you realize that you need to change the name of the list. Here's the step by step procedure for changing the name:
Click "Site Actions" and select "Site Settings"
Under "Site Administration" select "site libraries and lists"
Select the list you want to customize
Under General Settings select "Title, description and navigation"
Edit the name and you are through.
This should not modify the hyper connections and various views of the list.
I'm new to Sharepoint, but I have successfully renamed a list. This is what I did:
Created a "Network Place", which is
actually a WebDAV location for the
site
Renamed the list in Windows Explorer
Removed/Added the "new" list to the
Quick Launch.
The URL is changed, as the old name is no longer valid.
Hope it helps.
The internal name for lists is pretty messy and killing it in code or by manipulating the files may break some custom web parts, workflows, or cause orphaning. For these reasons, I would leave the internal name alone rather than risk causing something to break in the name of vanity. If the client was requesting the change, however, I would save the template as Martin says and use that to rename your list.
Once you create a list or doc library, the url cannot be changed using the web interface - you're stuck with it unless you modify it using something like Powershell or SharePoint Designer.
I highly recommend making it a habit to initially create the lists/libraries with a shortened/clean url, then immediately renaming the lists/libraries to its "nice" name for everyone to read clearly.