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Storyboard Description
Storyboard Text
Managing Lookup Lists for SharePoint Forms
Hello, my name is Betty. I am happy to help you. Please select a topic below.
Click the boxes below to select a topic:
Edit an item
Delete an item
Add an item
Add an Item to a Drop-Down List
You can add an item to a drop-down list without opening the form. Click the board below to see the steps.
Click here to see the demonstration: Add a new department to the drop down list.
Step 1: From the Lists section of the navigation pane, click the TestDepartmentLookup.
Click the arrow to see the list
The TestDepartmentLookup list will display.
Click the list to continue.
Step 2: From the bottom of the list, click Add new item.
Click the box to continue.
The New Item box is now open.
Click the box to continue.
Step 3: Enter a name for the new department ("Payroll"), then click Save.
Click the box to see the change in the list.
The new department ("Payroll") is now displayed at the bottom of the list.
To review the steps again, click here to watch a video.
Click here to return to the menu page.
Edit an Item in a Drop-Down List
You can edit an item to a drop-down list without opening the form. Click the board below to see the steps.
Click here to see the demonstration: Change the name of an existing department in the drop down list.
Step 1: From the Lists section of the navigation pane, click the TestDepartmentLookup.
Click the arrow to see the list
The TestDepartmentLookup list is now displayed.
Click the list to continue.
Step 2: Check the box next to the department that needs to be modified.
Click the arrow to continue.
Step 3: Select the Items tab , and click Edit Item.
Click the box to continue.
The TestDepartmentLookup box will open.
Click the box to continue.
Step 4: Change the name as desired, then click Save.
Click the box to see the updated list.
The name displays with the changes in the list.
To review the steps again, click here to watch a video.
Click here to return to the menu page.
Delete an Item from a Drop-Down List
You can delete an item from a drop-down list without opening the form. Click the board below to see the steps.
Click here to see the demonstration: Delete a department from the drop down list.
Step 1: From the Lists section of the navigation pane, click TestDepartmentLookup.
Click the arrow to see the list
The TestDepartmentLookup list will display.
Click the list to continue.
Step 2: Check the box next to the department ("Payroll") that need to be removed.
Click the arrow to continue.
Step 3: Select the Items tab, and click Delete Item.
Click the box to continue.
A confirmation message will display.
Click the box to continue.
Step 4: Click OK. The item will be removed from the list.
Click the box to see the updated list.
The department ("Payroll") is removed from the list.
To review the steps again, click here to watch a video.
Click here to return to the menu page.
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