There are several steps to setup a new Filer configuration, the initial steps in this process involve setting up some lists and libraries with their respective columns and content types. The first of these steps is to create a demographic list.
A demographic list is used to specify records (for example employees, contacts) and when setting up your demographic list you must consider what information you need to include which is relevant to your records (for example an ID number, first name, last name etc.).
Creating Demographic List
- Navigate to the SharePoint site which you have setup for this configuration.
- From the Home page of your site, select the ‘+New’ button.
- From this drop-down menu select ‘List’
- From the next menu select ‘Blank list’
- Add a name for the list, you can also add an optional description and then untick the ‘Show in site navigation’ checkbox.
- Once you are ready select ‘Create’
- Your list will be created and once finished you will be taken to the list itself, it will show a Title column by default.
- From here you can start adding additional columns, you can do this by selecting ‘+ Add column’.
- You can then select from the drop down list the column type you would like to add, once you have chosen, select ‘Next’.
- After you have chosen a column type, you will be presented with a menu to setup the column, regardless of the type you choose you will need to give the column a name and you can also give it an optional description. Further to this should you change your mind you can also adjust the column type again from this menu.
- Once you have added the relevant details, select ‘Save’.
- After you have saved the column it will appear in the list alongside the title column, repeat steps 8-11 until you have added all the columns you need. You will end up with something like shown below.
- Once you have added all the necessary columns you can add some entries to the list
- Select ‘Add new item’.
- From there you will be presented with a form where you can add the relevant details
- Once you have filled out the form, select ‘Save’.
- Repeat steps 14-16 until you have added all the necessary records to your list.