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Including additional lists

In addition to the existing task list, other lists can be included.

It is assumed that the desired additional SharePoint columns have already been created previously at the main site collection level. Please refer to the chapter Which field types are supported in d.velop contracts for Microsoft 365? in the FAQ.

Creating website content types

Creating a website content type for the list - This is how it works

  1. Open the Site settings.

  2. Open Site content types under Web Designer Galleries.

  3. Select Create.

  4. Assign the following properties:

    1. Name: Any name.

    2. Description: Any description.

    3. Select parent content type from: ecsContract.

    4. Parent content type: ecsContractCustomListBaseContentType.

    5. Place this site content type here: Select the existing group or create a new group.

    6. You will be redirected to the administration page of the new site content type.

    7. Select Add from existing site columns and add the desired columns.

    Create SharePoint list(s)

    Create a new SharePoint list and add it to the content types - This is how it works

    1. Open the Settings.

    2. Below SharePoint, select the Add app menu.

    3. Choose Custom list from the templates.

    4. Assign a name for the list, the list name must end with 0 and should not contain spaces (the display name can be changed later).

    5. Switch to the Settings of the new list.

    6. Open Advanced settings in the General settings.

    7. In the Allow content type management? area, set the value to Yes.

    8. Confirm the selection with OK.

    9. Select Add from existing site content types below the Content types.

    10. Select the Site content type from the Available site content types and add it.

    11. Confirm the selection with OK.

    12. Select Change new buttons order and default content type below the Content types.

    13. Uncheck Visible for all content types except for the newly added content type.

    14. Confirm the selection with OK.

    One user-defined list must be created per contract library. To do this, repeat steps 1-14 and change the name of the list in step 4 with the respective digit (1-x).

    For more information about contract libraries, see the SharePoint data model chapter.

Adding the lists to the contract type configuration (contracts-config)

Expand the contract type configuration to display the lists for the different contract types in the contract mask.

See also chapter Creating and configuring additional contract types.

Notes on displaying the fields in the contract view

In the form for detail view as well as for creating the items of the additional list, basically all fields of the standard content type are displayed. The form can be adapted via the content type settings:

  • The order of the fields can be defined by the column order of the content type.

  • Fields can be hidden via the settings in the content type.

The display of the fields is defined by the default view of the list.

Note

If the width in the contract view is not sufficient to display all columns, the last columns are automatically hidden.