Adding a Program or Residence Column to an Existing List

Overview

When adding a Program or Residence 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 lookup column.

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 a Program or Residence 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 lookup up Program or Residence column:
    Forms - Create a New Form with the Add New ShareVision Basic Form Template
    
    

Adding a Program or Residence 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 Program or Residence

7. Then select Add
   
   Note: For Program or Residence lookup columns, there are other options available including:
   - Program: This will allow the person filling in the form to select only one Program and no Residences will be listed.
   - Programs: This will allow the person filling in the form to one or more Programs and no Residences will be listed.
   - Residence: This will allow the person filling in the form to select only one Residence. There is no option for mulitple Residences to be selected because an Individual can only have one Residence assigned to them.
   
   

8. The Program or Residence column will be displayed in Columns to add

9. Select OK

10. The Program or Residence Lookup column has been added to the list

Adding a Program or Residence 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 Program or Residence

7. Then select Add

   Note: For Program or Residence lookup columns, there are other options available including:

   • Program: This will allow the person filling in the form to select only one Program and no Residences will be listed.

   • Programs: This will allow the person filling in the form to one or more Programs and no Residences will be listed.

   • Residence: This will allow the person filling in the form to select only one Residence. There is no option for mulitple Residences to be selected because an Individual can only have one Residence assigned to them.

8. The Program or Residence column will be displayed in Columns to add

9. Select OK

10. The Program or Residence Lookup column has been added to the list