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Wednesday, February 26, 2014

Operations on List and Libraries using SharePoint Designer 2010

SharePoint Designer is a very powerful tool and that’s why it being used for the customizations purposes! Apart from customizations, we can build variety of workflows by using SPD2010, which I will cover in a different article. Every GUI operation is possible using SharePoint Designer 2010. Frankly speaking it’s not possible to cover every aspect here but will share the major aspects which we required on regular basis, but if you are stuck at some point which is not a part of this article then please don’t hesitate and drop me a note by mentioning your query and we will discuss further!

1.   How to create a new list/library using SharePoint Designer 2010
2.   How to rename a list/library using SharePoint Designer 2010
3.   How to delete a list/library using SharePoint Designer 2010
4.   How to open list settings page by using SharePoint Designer 2010
5.   How to save the list as template by using SharePoint Designer 2010

How to create a new list/library using SharePoint Designer 2010

a)   Open the SharePoint Designer 2010
b)   Open your SharePoint Site ->it will ask you credentials
c)   Once the site structures opens in front of you then click on list and libraries from the left navigation see the following screenshot-
d)   Once the list and libraries gets highlighted then you can see the existing structure in the right side of the screen-> click on any list so that the top navigation options gets enabled/highlighted – please refer the following screenshot.
e)   Example you wanna create ‘custom list’, as you can see from the screenshot there are several list options are available.
f)    Click on any option directly and it will give you the option to type the name of the list and description
g)   Hit OK
h)   A list will be created successfully without any issues!


How to rename a list/library using SharePoint Designer 2010
a)   If you can refer the above steps then steps from a-d are same.
b)   Click on any list that you wanted to rename it by using SharePoint Designer 2010.
c)   Select Rename from the top.
d)   Type the name as per your choice/requirements.
e)   Hit OK. – Please refer the following screenshot.



How to delete a list/library using SharePoint Designer 2010
a)   If you can refer the above steps then steps from a-d are same.
b)   Click on any list that you wanted to DELETE by using SharePoint Designer 2010.
c)   Here we have multiple options by which you can easily implement this
d)   Right click on that and hit Delete OR
e)   Select the list and hit Delete from the top.



How to open list settings page by using SharePoint Designer 2010
a)   If you can refer the above steps then steps from a-d are same.
b)   Click on that list for which you wanted to open the list settings page by using SharePoint Designer 2010. – please refer following screenshot
c)   Once the list settings page get open then you can do anything like-
A.   Change the column metadata
B.   Delete the column
C.   Rename the column
D.   Create a new view
E.   Modify the view settings
F.    Apply filtering / sorting rules etc.



How to save the list as template by using SharePoint Designer 2010
a)   If you can refer the above steps then steps from a-d are same.
b)   Click on the list that you want to save as template
c)   Select the option ‘save as template’ from the top
d)   Please refer the following screenshot
e)   Enter the name
f)    Hit OK, that’s it.

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