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General rules for working with SharePoint fields

DocTrix Platform for SharePoint 2013 > Work with the Platform list > Platform Data Types > General rules for working with SharePoint fields

General rules for working with SharePoint fields


On the Platform list options page, click the «Create»:

 

In the open form, specify the name of the column and select its type:

 

General settings for the fields include the parameters shown in the figure:

 

If the field should be mandatory, then select «Require that this column contains information» value «Yes».
If the field only unique values, then select «Enforce unique values» value «Yes».

The text specified in the «Description» parameter in the form of creating a column will be displayed on the forms for creating and editing cards:

 

Make the settings corresponding to the selected column type and click the «OK».

A new column will be added to the list, to all content types of the list (if the corresponding attribute is set in the settings) and to the default view, if the corresponding attribute is set in the settings.

 

You can create an arbitrary number of columns of type Platform, however, there are limits to the SharePoint platform that must be observed to ensure acceptable performance of the solutions. More information about the limitations of SharePoint for columns can be found on the official Microsoft website.

 

If you intend to use fields with identical settings in several lists, it is recommended to create one field at the site level.

To create a site column in the «Settings» shortcut menu, select «Site Settings» → «Site Columns»:

 

On the open page click the «Create». Enter a name and select the type of field to create. Select the group to which the field will belong from the existing list of groups, or create a new one:

 

Make the settings corresponding to the selected column type, and click «OK».
The created column will be displayed in the general list of fields in the specified group, after which it can be added to the content type of the site or the content type of the list.
To add a column to the site content type in the «Parameters» shortcut menu, select «Site Settings» → «Site Content Types»:

 

Select the type of content to which you want to add a site column and click the «Add from existing site columns». On the page that opens, select the group in which the column is located, and add it to the content type.

If the «Update all content types inheriting from this type?» option is set, then the column will also be added to all child content types.

 

To add a site column to a list’s content type, go to the list options, select the type of content to which you want to add a column, and click «Add from existing site columns». On the open page that, select the group in which the column is located, and add it to the content type of the list:

 

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