Create List

The Create List dialog enables you to create a new list using a template or from an Excel spreadsheet. More

Element Description

Name

Enter a display name for the list.

Description

Enter a description of the list. (Optional)

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

Create from

Select to create the list using a template or from an Excel spreadsheet:

Template

Select a template:

  • Custom List—To create a list without using a template. For a custom list, you must add columns to the list before you can add rows.

  • Issues—By default, this template provides the columns No., Description, Target Date, Assigned, Status, and Comments.

  • Milestones—By default, this template provides the columns Date, Description, and Status.

  • Objectives—By default, this template provides the columns Title and Description.

Excel Spreadsheet

Click Browse to navigate 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 that has been exported from a different portal or from a different WebCenter Portal instance.