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LDT700 SonyJobAid

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LDT700 SonyJobAid
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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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