Adding an Individual Column to an Existing List

Overview

When adding an Individual column to an existing list, we recommend that you add the column from Existing Site Columns as the site column has been set up as a filtered lookup column which displays only the Individuals listed in the People List.

Requirements/Dependencies 

Before working with Content Types on your ShareVision site, you will need to

• Login with ShareVision Administrator permissions 

• Have a list (form) that you would like to add an Individual column to.
  
  Notes:

  • For how to create a form, please refer to:
    Forms - Create a New Form for Users (Add a New List)

  • To create a new form which already includes the filtered lookup up Individual column:
    Forms - Create a New Form with the Add New ShareVision Basic Form Template
    
    

Adding an Individual Column on a V4 Site

You will need to go to the List Settings for the list that you want to add the Individual column to

1. In Site Administration, select View All Lists and Libraries.
   
   Tip: Click on the image to view a larger version.

   Open

   

2. Search for the list that you would like to add the Individual column to:

   Open

   

3. Select List Settings for the list you are adding the Individual column to:

   
   
   

4. Scroll down to the Columns section and select Add from existing site columns

    

5. In Select site column from select ShareVision
   
   

    

6. In Available site columns select Individual

7. Then select Add
   
   Note: If you would like to add a column where multiple Individuals can be selected in the list, then select the Individuals column.
   
   

8. The Individual column will be displayed in Columns to add

9. Select OK

10. The Individual Filtered Lookup field has been added to the list

Adding an Individual Column on a V4L Site

You will need to go to the List Settings for the list that you want to add the Individual column tov

1. In Site Administration, select View All Lists and Libraries.

   Tip: Click on the image to view a larger version.

2. Search for the list that you would like to add the Individual column to:

3. Select List Settings for the list you are adding the Individual column to:

4. Scroll down to the Columns section and select Add from existing site columns

5. In Select site column from select ShareVision

6. In Available site columns select Individual

7. Then select Add

   Note: If you would like to add a column where multiple Individuals can be selected in the list, then select the Individuals column.

8. The Individual column will be displayed in Columns to add

9. Select OK

10. The Individual Filtered Lookup has been added to the list