Modifying a List s Settings in Office Excel

Encoder Data Matrix in Office Excel Modifying a List s Settings

Modifying a List s Settings
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After you create a list, you can make changes to the list s general settings, such as its name and description; set list permissions; add or modify columns; and configure views of the list.
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Changing General Settings
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To change a list s general settings, click Modify Settings and Columns in the Actions menu on the left side of the list s page. This opens the Customize page. In the WSS General Settings section, shown in Figure 2-3, you can do the following: Change general settings Save list as template Change permissions for this list Delete this list
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CHAPTER 2 WORKING WITH LISTS IN SHAREPOINT
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Figure 2-3. Use the General Settings options to modify a list s name, description, security, and other settings.
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Note In SPS, permissions are managed on the area level rather than the list level. Instead of Change permissions for this list, you ll find an option to Select a portal area for this document library. For more about changing permissions on a SPS portal, see Managing SPS Security later in this chapter.
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Click Change general settings to modify the properties of the list, including its name and description. This opens the List Settings page. Here s a description of the settings you can change: Name and Description: Change the list s name or modify the description. Navigation: Change whether you want a link to the list displayed on the Quick Launch bar. Content Approval: Select Yes if you d like to require that before items are posted to a list, you d like them approved by a site administrator or other team member with Manage List rights (see the section Setting List Permissions for more about WSS list permissions). The default option is No. Attachments: Specify whether file attachments to items in a list are enabled or disabled. Attachments are enabled by default. Item-Level Permissions: Specify which items in a list users can read all items or only their own and if they can edit all items, only their own, or no items.
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CHAPTER 2 WORKING WITH LISTS IN SHAREPOINT
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Saving a List As a Template
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You might decide that after you ve customized a list to meet your needs, you might want to designate it as a template so that it can be reused for future lists. To do this, click Save list as template on the list s Customize page. Enter the following: File name: Enter a file name for the template. It s a good idea to keep this name short and avoid spaces to minimize the length of the template s URL. Template title: The title appears on the Create page in the list of available list types. Make it friendly and descriptive so users know what they re selecting. Template description: The description appears on the Create page in the list of available list types. Include content: Select this checkbox if you want to include the data from the current list in any lists based on this template. Don t select this checkbox if the data contained in the list should be kept confidential. List permissions don t carry over from the original list to the template. The new template is available in the Lists list on the Create page when you click Create in the top navigation bar in WSS, or when you click Manage Content in the Actions menu in SPS, and then click Create. To modify or delete a template you ve created, follow these steps: 1. Click Site Settings on the top navigation bar. 2. Click Go to Site Administration in the Administration section of the Site Settings page. 3. Click Manage list template gallery in the Site Collection Galleries section of the Top-Level Site Administration page. 4. To delete: a. Click the Edit icon next to the template. b. Click Delete. 5. To edit: a. Click Modify Settings and Columns in the Actions list. b. Make changes as you would to any list. c. When you re finished making changes, click Go back to List Template Gallery.
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