Thursday, January 3, 2019

Create a column in a SharePoint list or library

Create a column in a SharePoint list or library

SharePoint columns help you group, categorize, and track information, in a list or library. Columns types include a single line of text, a drop-down list of options, a number that is calculated from other columns, and a column that allows you to select a person's name.

Add a column to a SharePoint Online or SharePoint Server 2019 list or library

Most types of columns can be added without leaving your list or library.

  1. Navigate to the list or library you want to create a column in.

  2. Select + Add column or + to the right of the last column name at the top of the list or library.

    Note: Does your SharePoint screen look different than the examples here? Your administrator may have classic experience set on the list or document library, or you're using an earlier version of SharePoint Server. If so, click the tab for the SharePoint Server 2016 version above. See Which version of SharePoint am I using?

  3. In the dropdown menu, choose the type of column you want.

  4. In the Create a column panel, type a title or column heading into the Name field.

    The create a column panel
  5. Enter any other required information. The number of fields will vary with column type you chose. The above example is for a number field.

  6. Click Save.

  1. Navigate to the list or library where you want to create a column.

  2. In the All items or All documents view of the list or library you want to add a column, select Add column   Add column icon at the end of the heading row, and then select More ....

  3. In the Name and Type section, type the name that you want for the column in the Column name box.

    Creat column dialog

  4. Under The type of information in this column is, select the type of information that you want to appear in the column. For more on column types, see Site column types and options.

  5. In the Additional Column Settings section, type a description in the Description box to help people understand the purpose of the column and what data it should contain. This description is optional.

    Depending on the type of column that you selected, more options may appear in the Additional Column Settings section. Select the additional settings that you want. For more on column settings, see Site column types and options.

  6. You can add validation to make sure the column entry matches what's expected. Click Column Validation to expand the section, and type the Formula that you want to use to validate the data. Add a User message that describes what valid data should look like to help users enter valid data. For information on validation and formula syntax see Examples of common formulas in SharePoint Lists.

    Column validation dialog with fields filled in with sample data

    The Column Validation section is not available for all types of columns.

  7. Select OK to save.

  1. On the home page, select Settings  Settings button from SharePoint Online , click Site Settings. If you don't see Site settings, click Site information and then click View all site settings. Some pages might require you to select Site contents, and then Site settings.

  2. On the Site Settings page, under Web Designer Galleries, select Site columns.

    Site column option on site settings page
  3. On the Site Columns page, select Create.

    The create button in the site columns page
  4. In the Name and Type section, type the name that you want in the Column name box.

  5. Select the type of information you want to store in the column.

    For more on column types, see Site column types and options.

  6. In the Group section, select the existing group in which to store the new site column or create a new group to store the column.

    The list of Existing groups can vary with version of SharePoint, and what groups have been added.

  7. In the Additional Column Settings section, select the additional column settings you want. The options available in this section differ depending on the type of column that you select in the Name and Type section.

    For more on column settings, see Site column types and options.

  8. Select OK.

  1. Navigate to the list or library you want to create a column in.

    If the name of your list or library does not appear on a page, select Settings  SharePoint 2016 Settings button on title bar. >Site Contents, and then select the name of your list or library.

  2. Select Settings  SharePoint 2016 Settings button on title bar. > List settings or Library settings.

    Settings menu with Library Settings selected
  3. On the Settings page, scroll down to the Columns section, and then select Add from existing site columns.

    Closeup of Add existing column link in Settings page
  4. On the Add Columns from Site Columns page, in the Select Columns section, select the group of site columns to choose from in the Select site columns from drop-down list.

    Add existing column page with 3 selected

    When you select a column group from the list, the available site columns appear in the Available site columns list.

    Note: The Available site column list defaults to All Groups, but you can narrow the number of fields by choosing groups that may contain what you're looking for. For example Core Document Columns or Custom Columns.

  5. Select the site columns you want to add and click Add. The columns appear in the Columns to add list box. To add the column to the default view, which people on your site automatically see when they first open a list or library, make sure Add to default view is selected. Some lists such as the Tasks list also have the option Add to all content types, which is selected by default. If you want to add the column to all content types, make sure Add to all content types remains selected.

    Depending on the type list or library, there may be more settings in the Options section. Select the additional options that you want.

  6. Select OK to save.

Create a column in a SharePoint Server 2016, or SharePoint Server 2013 list or library

  1. If the list or library is not already open, click its name on the page or in the Quick Launch.

    If the name of your list or library does not appear on a page, click Settings Office 365 Settings button , click Site Contents, and then click the name of your list or library.

  2. In the ribbon, click the List or Library tab.

    The library and browse tab on the ribbon
  3. In the Manage Views group, click Create Column.

    SharePoint Online Library create column link
  4. In the Name and Type section, type the name that you want for the column in the Column name box.

    Creat column dialog

  5. Under The type of information in this column is, select the type of information that you want to appear in the column. For more on column types, see Site column types and options.

  6. In the Additional Column Settings section, type a description in the Description box to help people understand the purpose of the column and what data it should contain. This description is optional.

    Depending on the type of column that you selected, more options may appear in the Additional Column Settings section. Select the additional settings that you want. For more on column settings, see Site column types and options.

  7. You can add validation to make sure the column entry matches what's expected. Click Column Validation to expand the section, and type the Formula that you want to use to validate the data. Add a User message that describes what valid data should look like to help users enter valid data. For information on validation and formula syntax see Examples of common formulas in SharePoint Lists.

    Column validation dialog with fields filled in with sample data

    The Column Validation section is not available for all types of columns.

  8. Click OK to save.

  1. On the portal site home page, click Settings Office 365 Settings button , and then click Site Settings.

  2. On the Site Settings page, under Web Designer Galleries, click Site columns.

    Site column option on site settings page
  3. On the Site Columns page, click Create.

    The create button in the site columns page
  4. In the Name and Type section, type the name that you want in the Column name box.

  5. Select the type of information you want to store in the column.

    For more on column types, see Site column types and options.

  6. In the Group section, select the existing group in which to store the new site column or create a new group to store the column.

    The list of Existing groups can vary with version of SharePoint, and what groups have been added.

  7. In the Additional Column Settings section, select the additional column settings you want. The options available in this section differ depending on the type of column that you select in the Name and Type section.

    For more on column settings, see Site column types and options.

  8. Click OK.

  1. If the list or library is not already open, click its name on the page or in the Quick Launch.

    If the name of your list or library does not appear on a page, click Settings Office 365 Settings button , click Site Contents, and then click the name of your list or library.

    Site contents page with list selected
  2. In the ribbon, click the List or Library tab.

    List tab selected on ribbon
  3. In the Settings group, click List Settings or Library Settings.

    SharePoint Library Settings buttons on Ribbon

  4. On the Settings page, scroll down to the Columns section, and then click Add from existing site columns.

    Closeup of Add existing column link in Settings page
  5. On the Add Columns from Site Columns page, in the Select Columns section, select the group of site columns to choose from in the Select site columns from drop-down list.

    Add existing column page with 3 selected

    Note: The Available site column list defaults to All Groups, but you can narrow the number of fields by choosing groups that may contain what you're looking for. For example Core Document Columns or Custom Columns.

    When you select a column group from the list, the available site columns appear in the Available site columns list.

    Add Columns from Site Columns

  6. Select the site columns you want to add and click Add. The columns appear in the Columns to add list box. To add the column to the default view, which people on your site automatically see when they first open a list or library, make sure Add to default view is selected. Some lists such as the Tasks list also have the option Add to all content types, which is selected by default. If you want to add the column to all content types, make sure Add to all content types remains selected.

    Depending on the type list or library, there may be more settings in the Options section. Select the additional options that you want.

  7. Click OK to save.

Create a column in a SharePoint Server 2010 list or library

The following procedure starts from the list or library page to which you want to add the column.

  1. If the list or library is not already open, click its name on the Quick Launch. If the name of your list or library does not appear, click Site Actions Site Actions Menu , click View All Site Content, and then click the name of your list or library.

  2. In the ribbon, click the List or Library tab. The name of the tab may vary depending on the type of list or library. For example, if your list is a calendar, the name of the tab is Calendar.

  3. In the Manage Views group, click Create Column.

  4. In the Create List dialog box,

    Create column dialog box

    1. In the Name and Type section, type the name that you want for the column in the Column name box.

    2. Under The type of information in this column is, select the type of information that you want to appear in the column. For more on column types, see Site column types and options.

    Note: Depending on the type of column that you select, you may be unable to change the type of column type after you create it.

  5. In the Additional Column Settings section, type a description in the Description box to help people understand the purpose of the column and what data it should contain. This description is optional.

    Depending on the type of column that you selected, more options may appear in the Additional Column Settings section. Select the additional settings that you want.

  6. To add the column to the default view, which people on your site automatically see when they first open a list or library, make sure that Add to default view is selected.

    If you want the data in the column validated, in the Column Validation section, type the Formula that you want to use to validate the data, and type the User message that you want to proved users to help them type valid data. The Column Validation section is not available for all types of columns.

  7. Click OK.

  1. Click Site Actions Site Actions Menu , and then click Site Settings.

    Site settings on the site actions menu
  2. On the Site Settings page, under Galleries, click Site columns.

    Site column option on site settings page
  3. On the Site Columns page, click Create.

    The create button in the site columns page
  4. In the Name and Type section, type the name that you want in the Column name box.

  5. Select the type of information you want to store in the column.

    For more on column types, see Site column types and options.

  6. In the Group section, select the existing group in which to store the new site column or create a new group to store the column.

    The list of Existing groups can vary with version of SharePoint Server, and what groups have been added.

  7. In the Additional Column Settings section, select the additional column settings you want. The options available in this section differ depending on the type of column that you select in the Name and Type section.

    For more on column settings, see Site column types and options.

  8. Click OK.

  1. If the list or library is not already open, click its name on the Quick Launch.

    If the name of your list or library does not appear, click Site Actions Site Actions Menu , click View All Site Content, and then click the name of your list or library.

  2. In the ribbon, click the List or Library tab. The name of the tab may vary depending on the type of list or library. For example, if your list is a calendar, the name of the tab is Calendar.

  3. In the Settings group, click List Settings or Library Settings.

    List settings

  4. On the List Settings or Library Settings page, scroll down to the Columns section, click Add from existing site columns.

    Closeup of Add existing column link in Settings page
  5. On the Columns from Site Columns page, in the Select Columns section, select a column in the Available site columns list, and then click Add.

    When you select a column in Available site columns, the group the column is in and a description are displayed if available.

    Add site colomn

    Note: The Available site column list defaults to All Groups, but you can narrow the number of fields by choosing groups that may contain what you're looking for. For example Core Document Columns or Custom Columns.

  6. To add the column to the default view, which people on your site automatically see when they first open a list or library, make sure Add to default view is selected.

    Depending on the type list or library, there may be more settings in the Options section. Select the additional options that you want.

  7. Click OK.

You can change the settings for a column, such as the name of the column. Depending on the type of column and the type of list, you can make additional changes, such as how much text a user can enter. Programs such as SharePoint Designer 2010 offer even more options for modifying columns, such as specifying the column width.

  1. If the list or library is not already open, click its name on the Quick Launch.

    If the name of your list or library does not appear, click Site Actions Site Actions Menu , click View All Site Content, and then click the name of your list or library.

  2. In the Ribbon, click the List or Library tab. The name of the tab may vary depending on the type of list or library. For example, if your list is a calendar, the name of the tab is Calendar.

  3. In the Settings group, click List Settings or Library Settings.

    List settings

  4. On the List Settings or Library Settings page, in the Columns section, click the name of the column that you want to change.

    Columns section of list settings

  5. Change the settings that you want, and then click OK.

Create a column in a SharePoint Server 2007 list or library

Note: The following procedure begins from the list or library page to which you want to add the column. If the list or library is not already open, click its name on the Quick Launch. If the name of your list or library does not appear, click View All Site Content, and then click the name of your list or library.

  1. If the list or library is not already open, click its name on the Quick Launch. If your list or library isn't there, click Site Actions Site Actions Menu , click View All Site Content, and then click the name of your list or library.

    Site Actions menu with View All Site Content highlighted
  2. On the Settings menu settings menu , click Create Column.

  3. In the Name and Type section, type the name that you want in the Column name box.

    Put a name for your column in the name field
  4. Under The type of information in this column is, select the type of information that you want to appear in the column. For more on column types, see Site column types and options.

  5. In the Additional Column Settings section, type a description in the Description box to help people understand the purpose of the column and what data it should contain. This description is optional.

    add additional settings on the create column page
  6. Depending on the type of column that you selected, more options may appear in the Additional Column Settings section. Select the additional settings that you want.

  7. To add the column to the default view, which people on your site automatically see when they first open a list or library, click Add to default view.

  8. Click OK.

You can change the settings for a column, such as the name of the column. Depending on the type of column and the type of list, you can make additional changes, such as the amount of text a user can enter.

  1. If the list or library is not already open, click its name on the Quick Launch.

    If the name of your list or library does not appear, click View All Site Content, and then click the name of your list or library.

  2. Do one of the following:

    • On the Settings menu settings menu , click List Settings or the settings option that you want.

    • On a blog site, under Admin Links, click Manage Posts to display the posts list. On the Settings menu, click List Settings.

  3. Under Columns, click the name of the column that you want to change.

  4. Change the settings that you want, and then click OK.

Note: You can specify that a column is indexed, which can make it faster to switch views of lists or libraries that span multiple folders. To view the settings for a list or library, on the main page for customizing settings, click Indexed Columns. Select the column that you want to index, and then click OK. For more info on indexes, see Manage large lists and libraries in SharePoint.

A site column is a reusable column definition, or template, that you can assign to multiple lists across multiple SharePoint sites. Site columns are useful if your organization wants to establish some consistent settings across lists and libraries. You can share the settings across multiple lists and libraries so that you don't have to re-create the settings each time.

  1. On the portal site home page, click Site actions, point to Site Settings, and then click Modify All Site Settings.

    Modify all site settings option under site settings
  2. On the Site Settings page, under Galleries, click Site columns.

  3. On the Site Column Gallery page, click Create.

  4. In the Name and Type section, type the name that you want in the Column name box.

    Put a name for your column in the name field
  5. Under The type of information in this column is, select the type of information that you want to appear in the column.

    For more on column types, see Site column types and options.

  6. In the Group section, select the existing group in which to store the new site column or create a new group to store the column.

    The list of Existing groups can vary with version of SharePoint, and what groups have been added.

    The following table describes the groups that are available by default.

    Select this

    To display this

    Base Columns

    Columns that are useful in many types of lists or libraries.

    Core Contact and Calendar Columns

    Columns that are useful in contact and calendar lists. These columns are typically used to synchronize metadata from client contact and calendar programs, such as Microsoft Outlook.

    Core Document Columns

    Standard document columns from the Microsoft Office core property set and the Dublin Core Metadata Set.

    Core Task and Issue Columns

    Columns that are useful in task and issues lists. These columns are typically used to synchronize metadata from client Task and Issue programs, such as Office Outlook.

    Custom Columns

    Columns that you add to suit the purpose of your list or library.

    Extended Columns

    A set of special-purpose columns.

    Key Performance Indicators

    Columns that are useful for displaying key performance indicator data.

    Page Layout Columns

    Columns that are useful for containing page layout information.

    Publishing Columns

    Columns that are useful for containing publishing information.

    Reports

    Columns that are useful for creating reports.

  7. In the Additional Column Settings section, type a description in the Description box to help people understand the purpose of the column and what data it should contain. This description is optional.

    add additional settings on the create column page
  8. Depending on the type of column that you selected, more options may appear in the Additional Column Settings section. Select the additional settings that you want.

  9. Click OK.

More you can do with columns

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