1. Create a New Folder in a Document Library
Scenario/Problem: You want to create a new folder in a document library.
Solution:
To create a new folder, navigate to the document library where you want
to create the folder and then to the folder in the document library
where you want the new folder to be (if you don’t want it under the root
of the document library). Then switch to the Files ribbon and click on
the New Folder button in the New section. A Create a New Folder dialog
appears as shown in Figure 1, asking for the name for the new folder. Enter the name and click Save to create the folder.
FIGURE 1 The Create a New Folder dialog.
Note
The New Folder button is unavailable if any of the following conditions are true:
The document library is configured not to allow creating folders.
You do not have permissions to create items in the document library.
Note
Folders are handled as
list items in the document library. This means that if a library
requires approval, the folder is not visible to other users until it is
published and approved.
2. Create a New List
Scenario/Problem: You want to create a new list.
Solution:
As with the process of creating document libraries, to create a list in
a site, you open the Your Apps page , browse the list of apps to find the type of list you want to
create and click it.
For example, you can create a list of events
by choosing the Calendar type or a discussion board list by choosing
Discussion Board. If you want a list that does not have any specific
columns like those lists, you can choose the Custom List type to create a
list that has only one column (Title).
After you select the template, type a name for
the new list in the name box on the right side of the dialog and either
click Create to create the list with that name or click the Advanced
Options button to switch to the Advanced Options page, which allows you
to set more advanced options for the list before you create it. These
options might vary depending on the type of list you chose.
Unlike with document libraries, the link to
the list (or any other lists) is the site link, then /Lists/, and then
the name you choose for the list.
Tip
As with document libraries, it is recommended
that you choose a short name for a list when you are creating it and
after that change the title.
As with document libraries, the name you
choose here must be unique in the site. If you choose a name that is
already in use in the site, SharePoint does not let you create the list
and asks you for a different name. Remember that you can change the
title to anything you want after the list has been created.
In the Advanced Options page you can set the
description for the list. This description will show up in the Site
Content page of the site next to the list’s name and in the views of the
list. You can modify this later, in the list settings.
Some lists, such as the survey list, have
additional special settings, but most lists have exactly the same initial settings.
When you are done
selecting options, click Create to create the list. A new, empty
instance of the list type that you selected is created, with the
settings you chose.
3. Create a New Survey
Scenario/Problem: You want to create a new survey.
Solution: You create a survey the same way you create a new list.
However, the new list’s advanced options page
that is shown if you clicked the Advanced Options button has two
additional settings for the new survey you are creating. These options
appear in the Survey Options section of the page as shown in Figure 2.
FIGURE 2 The Advanced Options page for creating a new survey.
The first option to configure—Show User Names
in Survey Results?—enables you to decide whether the survey will be
anonymous. If you choose No, the person viewing the results of the
survey can’t tell who answered what in the survey in any way. This
setting is useful if you want to get honest feedback from people who
might be concerned about revealing their true opinions (for example,
using an employee satisfaction survey).
Choosing Yes tells SharePoint to show the name
of the person who answered next to his or her answer in the reports.
This setting is useful when you want to track who answered what (for
example, in a survey that collects data from employees about what hotel
they like to stay in when they are traveling).
The next option is
whether to allow multiple responses. By default, a survey allows each
person to answer the survey only once—like a voting system. However, you
might want to create surveys that allow people to respond multiple
times (for example, a survey that asks employees for suggestions for
improving the company, where every employee might want to answer several
times, every time they think of a new suggestion).
After you finish with the settings for the
survey, click the Next button. Unlike with other list types, when you
create a survey, you are immediately redirected to create questions for
the survey.
The questions are almost identical to list
columns, and creating them is almost the same as the process described
in the following section. However, surveys also have additional options
for column types that are not available in regular lists: the Rating
Scale question type and a Page Separator.
When you are finished configuring the first
question of the survey, you can either click the Next Question button to
remove a question or click the Finish button to finalize the survey.
You can add, modify, or remove questions in the future .
When you create questions for surveys, the questions support another unique option called branching logic.
This enables you to display different questions to users based on the
answers they answered previously.
