Create List

In WebCenter Portal, you can create a list using any of the following sources:

• Create a blank list for which you create and configure all columns (up to 30).

• Create a list from a template, and use the template or modify the template.

• Create a list from a Microsoft Excel spreadsheet.

To create a list:

1. In the Create List dialog, enter a name for the list in the Name field.
2. Optionally, in the Description field enter a description of the list.

   Tip:

   In a completed list, the description appears between the list title and list data.

3. For Create From, select to create the list using a predefined Template or from an Excel Spreadsheet.
4. If you select to create a list from a Template, select a template from the Template drop-down list:

   • Custom List—To create a list without using a template.

   • Issues—To create a list of, for example, project issues. By default, this template provides the columns No., Description, Target Date, Assigned, Status, and Comments.

   • Milestones—To create a list of, for example, project milestones. By default, this template provides the columns Date, Description, and Status.

   • Objectives—To create a list of, for example, project objectives. By default, this template provides the columns Title and Description.

   If you select to create a list from an Excel Spreadsheet, click Browse to navigate to and select the spreadsheet:

   • The first row of the spreadsheet is used as column headings. The subsequent rows are added as data.

   • All the columns are created with the data type Plain Text. After creation, you can modify the data types as desired.

   Tip:

   You can use the Excel Spreadsheet option to import a list from a different portal or from a different WebCenter Portal instance. That is, you can export the list from the portal or WebCenter Portal instance and import it into the current portal or instance.

5. Click OK.

   The new list appears in the Lists panel on the Lists page.