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Sharepoint 2013 : Choose a Column Type (part 6) - External Data, Managed Metadata

8/14/2013 10:01:29 AM
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Type Each Sub-question on a Separate Line

The Type Each Sub-question on a Separate Line setting is where you specify the sub-questions that appear to the user to rate. You type each one in a separate line, as shown in Figure 28.

Number Range

In the Number Range setting, you specify the range of numbers the users can choose from when rating your sub-questions. You can choose any number from 3 to 20.

Range Text

In the Range Text setting, you specify the text that will be displayed above the low, medium, and high rating options. This helps the user understand what the numbers mean. For example, in Figure 27, number 1 means Disagree, while number 3 means Somewhat Agree and number 5 is Agree.

Show N/A Option and N/A Option Text

Show N/A Option and N/A Option Text enable you to specify whether you want to allow the user to not rate some of the sub-questions. This is useful if the user might not have an answer for one of the sub-questions. If you select that you want the option to be available, you can also change the text shown for the option. For example, in Figure 28 the text was modified to I don’t know yet. Figure 27 shows how the user sees this.

Page Separator

The Page Separator column type is unique to surveys. It enables you to add a page break between questions, so if you have a very long survey, a user is not presented with a single page with all the questions on it, but instead sees a subset of the questions and has a Next button to go to the next page.

A page separator does not have any settings that you need to set. You can’t even give it a name.

External Data

The External Data column type is available only when you have SharePoint Server installed. You use it in a similar fashion to the Lookup column type, but instead of allowing the user to select a value from a list in the current site, it shows the user values from a business application that the administrator or developer has set up.

A common example for this is a company that has a database with information about customers. Instead of migrating that information into a SharePoint list, the administrator configures a business data application integration. You can then create columns that allow the users to choose from the list of customers who exist in that database. By default, no external data applications are configured, so this column type is used only after developers and administrators have configured it. Figure 29 shows the configuration options for this column type, when an external content type and field are selected.

Image

FIGURE 29 The configuration options for an External Data column type, with External Content Type and Field settings selected.

External Content Type

In the External Content Type selection box, you select which external content type the column will connect to. If you click the database icon, a dialog box appears, showing all the content types that you can select from and to which external data source they belong. If no application is configured in your system, the dialog tells you so.

In the dialog you can search for the entity you want to allow the users to select (for example, Product) and select it. After you select an entity, more options you can set on the column become available, the same as in a Lookup type column (refer to Figure 29).

Select the Field to Be Shown on This Column

The Select the Field to Be Shown on This Column option enables you to select what field from the database should be used as the title field for the selection that the user made. For example, in the Product entity, choosing the Product Name field makes a lot of sense. However, you might want to choose the Product Serial Number field instead.

Display the Actions Menu

The Display the Actions Menu option enables you to select whether an Actions menu should be displayed when a user moves the mouse cursor over a value in the column. Some entities can have actions that the developer has developed for them, such as Show Product or Delete Product. To see the list of actions available for an entity, you select this option and then see what actions show up.

Link This Column to the Default Action of the External Content Type

The Link This Column to the Default Action of the External Content Type option determines whether the values appear as links. When this option is selected, the user is redirected to a profile page for the entity. For example, when showing the name of a product, the name appears as a link that, when clicked, opens a page with more information about the product and actions to perform on the product.

Add a Column to Show Each of These Additional Fields

You might want to display more information than just the name of the selected entity when users are viewing the list item’s or file’s properties. The Add a Column to Show Each of These Additional Fields option enables you to select more properties of the entity that will be displayed as if they are separate columns when viewing the properties of the list item or file, even though, when editing the properties, the column is shown as only one. This is displayed in the same way as the Lookup column with the same option selected .

This option is visible only after you select a content type and a field.

Managed Metadata

The Managed Metadata column type is available only when you have SharePoint Server installed (not SPF). It is similar to the Lookup column type in the fact that it, too, displays options to the user from a predefined list of options that is not part of the column itself. However, the Managed Metadata column type is more advanced both in the way it is displayed to the end users and in the options administrators have to manage the items available for the users to choose from.

Unlike with a Lookup column, the items the users choose from in a Managed Metadata column type do not come from another list. Instead, the values come either from an enterprise term repository (managed by the administrator) or from a custom term set that you can create in the site collection.

The terms in the term sets can be hierarchical. For example, instead of having a flat list of products for the user to choose from , the administrator of the Managed Metadata service can create a term set that has product categories, with products in each category. This can evolve to more levels of hierarchy if required. For instance, you might have a category for Mobile Phones and under it the names of the manufacturers, and under each manufacturer the model numbers of the phones. You can also have a simpler, two-level hierarchy with the first level called Books, and under it a list of book names, as shown in Figure 30.

Image

FIGURE 30 The user interface for selecting a value from a Managed Metadata column.

The user interface for this type of column is a textbox with an icon next to it. The user can either write the term in the text box or click the icon to open the dialog that shows the terms that are available, as shown in Figure 30.

Figure 31 shows the configuration options for the Managed Metadata Column type.

Image

FIGURE 31 The configuration options for a Managed Metadata column.

 
Others
 
- Sharepoint 2013 : Choose a Column Type (part 5) - Hyperlink or Picture, Rating Scale
- Sharepoint 2013 : Choose a Column Type (part 4) - Add a Column to Show Each of These Additional Fields
- Sharepoint 2013 : Choose a Column Type (part 3) - Allow Fill-in Choices, Date and Time
- Sharepoint 2013 : Choose a Column Type (part 2) - Append Changes to Existing Text, Choice Column
- Sharepoint 2013 : Choose a Column Type (part 1) - Single Line of Text, Multiple Lines of Text
- Sharepoint 2013 : Enforce Custom Validation on a Column
- Sharepoint 2013 : Add a Site Column to a List or Document Library
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