Moss Series 3 list and document library [Post]

The list in Moss is the basis of the entire Moss data. In Moss, the shadow of the list can be found in many places, such as the document library, form library, and KPI list.
The list includes the following parts:
1. List title
2. tool bar of the List (including creating, operating, and setting)
3. columns in the list
4. List View
The moss list can be viewed as a table in a traditional database, which is easier to understand.

(1) define a list

Moss provides a graphical interface for defining the list. Http: // MEIMEI: 9000/
Click website operations> View All website content. On the displayed page, click Create to open

 

Select "custom list" to open

 

Create a list named "case" and click "CREATE.

Define a list-bar

The column is a special object in Moss. You can use the column to expand and set the list without limit. There are many types of columns, including single-line text, multi-line text, options, users or user groups, numbers, and other types. These rich column types make the list object flexible and powerful. You can regard the column in Moss as a field in the database.
Usage bar: click "Settings"> "list Settings" on the toolbar.

 

By default, this list has three columns. Do not process these columns. It can be considered as the system columns provided by the system. Click Create column ". The system provides a wide range of column types. If these column types do not meet your requirements, you can also customize them.

 

Table download

Create a list by table in the case Column
For example, add the "status" column because the "status" column is an option of the drop-down box type. Select "option" in the column type ". Then, type "to be processed, processed" in the option content, and set the display type, including drop-down menus, single-choice buttons, and check boxes that allow multiple selections.

 

 

 

Return case. All columns are displayed.

V adds a piece of data. Click create in the toolbar of the list-> Create a project. The editing page is called.

Custom View

After the list is created, all columns are displayed by default. The list is the same for all users.
In a project, some columns need to be displayed in some lists, or the columns that people of different roles can see are different. In this case, you need to customize the view, which is basically consistent with the view in traditional databases.
First, go to the case list settings page. The view information is displayed at the bottom of the page.

 

 

The previously seen case list is the default view of the list. Click "all projects" and the interface is as follows:
You can select a column or
Unselect and sort,
Each column has a position behind it.
Drop-down list, you only need to select a column
The corresponding order can be very convenient
Adjust the front and back of the column in the list
Sort order

 

 

There is a create view under the case list. Click to open the following

 

The system provides many views. For task management, you can use the calendar view. for project management, you can use the Gantt chart. For this project, you can use the standard view.
First, set a view for the Helpdesk role and name it "my daily work". In this way, users of the helpdesk role can see the view "my daily work.
By default, "Create public view" is selected for the view access group, which means that all users under this role can access this public view and continue to set the column and order. For Helpdesk
For the role's "my daily work" view
, Subject,
Maintenance Personnel, classification, status,
User room name,
User name, user phone number, email,
Fault description, dispatch time,
Urgency Columns
, And then adjust the order of the column,
The final interface includes sorting, filtering, and grouping.
You can also set one or more sorting indicators in a custom view to help you accurately browse information.
Moss provides both primary and secondary sorting, which means that two columns can be used for sorting. Most applications have two columns for sorting. In the sort by drop-down list, all columns in the current list are listed. In this project, sort the creation time in descending order. You can also set a filter for a custom view. The content displayed by users of different roles should be inconsistent. Filtering is conditional filtering. It can be considered as the where Condition Clause in traditional database SQL statements.
The conditions here can be added infinitely, as long as you click "show other columns ...", You can add a set of conditions.
Add
Condition: Creator
Equal to [myself], no
After entering the same user,
Only you can see yourself
The created content allows you to view the list in a better place. You can set a custom view to group the list based on the degree of urgency in the project. The urgency program is classified into urgent, urgent, and general. In this way, we can give priority to some problems, such as leadership issues, which need to be handled in a timely manner.
You can also set the display mode of the group.
Whether to fold by default, when
Select
Folding is also a good way to save
Space, so that you can easily see that each role only cares about the required columns and content. The custom view can solve the problem of "show my tasks only.
Add a new custom view named "my tasks". This view is used for the support role and the column order is adjusted.
Also, the "manage jobs" Custom view is added. This view is used by managers.
And adjust the column order.

The document library can be considered as a special list object. The document library usually serves to create, upload, and manage documents. By default, you can specify a document type for a document library, such as Office Word 97-2003 and Office EXCEL 97-2003. However, you can upload documents in any format. You can create a document library when you need to share documents or other file sets. The document library supports functions such as folders, version control, and checkout. On the homepage, click "View All website content"-> "CREATE" command to create a document library named "contenttypedocument" with the document template "Microsoft Office Word 97-2003 document"

Content type)

The content type is provided throughout Microsoft Windows SharePoint Services 3.0
It is designed to help users organize their SharePoint content in a meaningful way. A content type is a set of reusable design sets, this design set is applied to a specific directory. Content types allow you to manage metadata and behaviors of documents or projects in a centralized and reusable manner.
The content type is irrelevant to the file format. You can specify a document template for the document library. When you create such a document, Windows SharePoint Services will create a new document based on this template, but you can still upload documents based on different templates, or even completely different content types. For example, you can only create Word documents in the "contenttypedocument" document, but you can upload any types of documents.

 

The default document library and form library can only be associated with the document type in a certain format. If you want to further operate and control the document library, for example, you need to associate multiple types, at this time, we need to use the new features provided by the content type moss2007.
Click "website operations"> "website Settings"> "modify all website Settings". On the website settings page, click "website content type". On the page of the website content type library, click "CREATE" to create a new website content type named "Knowledge Base excel template file ", select "document content type" and "document" for the parent content type ". Select "New User Group" and name it "Knowledge Base template"

V. After confirmation, return to the website content type library

Click "Knowledge Base excel template file"

Vsingle-click Advanced Settings, find your kbexceltemplate.xlsx, open the document library contenttypedocument, click toolbar "Settings"-> "document library Settings", click "Advanced Settings", select allow management content type OK, on the document settings page, you can see that, click "add from existing website content type" to add a content type option. On the street where the content type is added, set the content type to a knowledge base template file, list the content type "Knowledge Base excel template file", click "add", add the content type "Knowledge Base excel template file", click "OK", and finally in the document library, you can see that the new button has an additional click command to open the preset template file. By using the content type, you can add multiple different types of documents in the document library.