Step 4: Define the Value and Description for Each Column

The Column Definition page lists all of the columns selected on the Model List/Library Selection page, in the order they were selected.

1.     A Required checkbox is located below each column name. If the column must be populated by this action, place a mark in the checkbox. Because the type of action being defined here is a Create List Item action, any columns that are required by SharePoint in a new list item are automatically marked as required.

2.     You will also see a Read Only checkbox below the Required checkbox. This allows the selected columns to be displayed as “read-only” in the corresponding action form. When this checkbox is selected, the value for that field will be displayed to the end user in the action form, but the user will not be able to modify it. You may want to do this when there is metadata that should be saved with the item (e.g., Product ID), but is not something the end user should be able to set or change.

3.     The first set of three radio buttons to the right of each column name is used to specify how the column is to be populated by the action. This defaults to the setting selected for the Column Population Option on the previous page of the Actions Wizard, but can be changed if you wish.

      If you choose the Use this value radio button, then you need to use the entry area or drop-down to the right to identify the value to place in the corresponding column. This value will always be placed in the corresponding column when the action is run.

The options presented for this radio button vary depending on the column type.

      Any action definitions with one or more columns set to Value copied from selected items cannot be referenced by the Action Launcher or the Timer Activation Wizard.

4.     If the value is to be entered by the user, you can choose to have the action entry form display the SharePoint description for the column, a custom description that you specify in the entry field below, or no description. The default is no description.

      For example, a custom description could be added to a date field to further clarify the way to determine the start date for the end user to enter.

5.     When you are finished with all of the columns on this page, click the Next button. The Links, Attachments, Send Email, Workflow page is displayed.