).The Column Selection page is used to select a model list that will be used to identify the columns to be referenced by the action. This list is not necessarily affected by the action. It is simply used as a starting point to select the columns to work with.
The Create Document version of the Column Selection page differs in that it allows for the ability to upload files and to choose a document template for creating new files.
1. Use General Settings section to identify the location of the model list to reference and select the desired list from the drop-down.
•To expand the General Setting section, click on its Quick Edit
icon ().
•To collapse the General Settings section, click on its Check icon
(
).
2. If the action is to be used to upload an existing document, select the Allow Document Upload checkbox. When checked, the Document Template Selection section disappears.
3. The Choose site defaults to the current site. To choose another location, click on its drop-down menu and choose another site option.
4. Once the site is located (or when using the default site location) the Choose list or library field will be populated with the lists/libraries available for selection for the action.
•By default, only user created or site standard lists and libraries are included in the drop-down. To select a SharePoint system list such as Master Page Gallery or Style Library, enable the Show SharePoint system lists option.
5. Within the Choose list or library field, choose a lists or library type for the action. Changes here will impact the Column fields located lower in the page.
6. In the Data Source Selection field, choose one of the following options:
•Statis: default; when the action runs, it will always upload files into the library selected in the Choose list or library field.
•Relative: when the action is run, it will upload files into the library with the same name as the library selected in the Choose list or library field. This is the best option if the site is going to be saved as a site template and used elsewhere.
7. To
collapse the General Settings section, click on its Check icon ().
8. The Document Template Selection section is used to select the template file to be used when creating a new document.
•To expand the Document Template Selection section, click on its Quick
Edit icon ().
•To collapse the Document Template Selection section, click on its
Check icon ().
9. The Choose site defaults to the current site. To choose another location, click on its drop-down menu and choose another site option.
10. Once the site is located (or when using the default site location) the Available Document Libraries field will be populated with the libraries available for selection for the action.
•By default, only user created or site standard lists and libraries are included in the drop-down. To select a SharePoint system list such as Master Page Gallery or Style Library, enable the Show SharePoint system lists option.
11. Within the Available Document Libraries field, choose a library for the action.
12. Once the library is selected, the available documents within the library will be displayed in the Available Templates field.
Note: Template documents with a non-alphanumeric character as the first character in its filename are not supported. This include underscore characters as well as percent signs.
13. Either all of the documents can be presented as templates or a subset.
•Place a check in the Show all templates in action form field and all of the documents will be presented to the user when the action runs.
•To choose specific documents to use as templates, drag the listed documents from the Available Templates field into the Selected Templates field. The full URL for the template will be displayed.
•To remove a template from the Selected Templates field, click on the “x” to the right of its title/URL or drag it back into the Available Templates field.
•To collapse the Document Template Selection section, click on its Check icon ().
14. The Column Population field has three options. Unless there is a specific reason to change the item, the default Individual option is the best option.
•Individual: default; allows for the individual selection on how to handle the different columns within the action.
•Set by User: defaults all of the columns to be entered by the user.
•Copied from Item: defaults all of the columns to pull their values from the item selected in the Basic Grid.
15. The bottom section of the Column Selection page is geared for the selection of the columns to be displayed within the action.
•The Available Columns section displays the columns from the selected list/library that can be added into the action.
•The Selected Column section displays the columns from the selected
list/library that have already been added into the action. The order of
display of the columns in this section is the order they will be displayed
within the form. To edit the column’s settings, click on its Quick
Edit icon ().
The Selected Columns
Options are:
o Alternative Title: Blank by default, enter a value in order to display a different title for the column when the action is run.
o Read Only: Blank by default, check this box to make the column’s value visible when running the action but not editable.
o Required: Blank by default unless the column is required within the original list/library. Check this option to require a value for the column when the action is run.
o Item Value: The default value is Use Item Value. This field controls the value source for the item. To use a default value, select the Enter a value option.
o Description: Blank by default, this field controls a description value for the column for display when the action is run. Either choose the SharePoint column description or enter a new description.
•To collapse the Selected Column options panel, click on its Check
icon ().
16. To select the columns for display, drag them from the Available Columns section into the Selected Columns section. The columns will be displayed in the form, from top to bottom, in the same order as they are displayed in the Selected Columns section, also from top to bottom.
17. To change the order of the columns, drag them from their current position to its new position. When dragging the column, click on its title and drag it to a new location between the titles of the other actions.
18. To make additional changes to the action, click on the appropriate item in the navigation zone along the left side of the page.
19. Once all
necessary changes have been made, click on the Apply icon (
) to save the settings and to return to the
Action Wizard’s home page.
20. To return to the site, click on the Back to Site icon at the top of the page. To return to the Site Settings page, click on the Back to Site Settings icon.