{"id":4678,"date":"2019-02-18T12:54:38","date_gmt":"2019-02-18T17:54:38","guid":{"rendered":"http:\/\/lisa.rushworth.us\/?p=4678"},"modified":"2019-02-13T12:56:15","modified_gmt":"2019-02-13T17:56:15","slug":"did-you-know-you-can-quick-edit-sharepoint-lists-by-default","status":"publish","type":"post","link":"https:\/\/www.rushworth.us\/lisa\/?p=4678","title":{"rendered":"Did you know \u2026 you can Quick Edit SharePoint lists by default?"},"content":{"rendered":"<p>Web forms are fine for one-off data entry, but the default SharePoint list view is inefficient for bulk item updates. Since you can create your own list views, and you can set <em>your<\/em> view as the list default \u2026 you can have lists open in the Quick Edit view.<\/p>\n<p>Click the not-quite-a-hamburger menu between the list name and \u201cList\u201d, then select \u201cSettings<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1124\" height=\"454\" class=\"wp-image-4679\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-91.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-91.png 1124w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-91-300x121.png 300w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-91-768x310.png 768w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-91-1024x414.png 1024w\" sizes=\"auto, (max-width: 1124px) 100vw, 1124px\" \/><\/p>\n<p>Scroll down to the \u201cViews\u201d section and click \u201cCreate view\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1035\" height=\"195\" class=\"wp-image-4680\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-92.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-92.png 1035w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-92-300x57.png 300w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-92-768x145.png 768w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-92-1024x193.png 1024w\" sizes=\"auto, (max-width: 1035px) 100vw, 1035px\" \/><\/p>\n<p>Select \u201cDatasheet View\u201d as the basis for your new view<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1255\" height=\"311\" class=\"wp-image-4681\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-93.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-93.png 1255w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-93-300x74.png 300w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-93-768x190.png 768w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-93-1024x254.png 1024w\" sizes=\"auto, (max-width: 1255px) 100vw, 1255px\" \/><\/p>\n<p>Give the view a descriptive name. You might <em>not<\/em> want to set the view as the default just yet \u2013 create it, verify it looks good, <em>then<\/em> set it as the default. Or, like me, you might be a combination of impatient and confident \ud83d\ude0a Either way, select to create a public view.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1185\" height=\"567\" class=\"wp-image-4682\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-94.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-94.png 1185w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-94-300x144.png 300w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-94-768x367.png 768w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-94-1024x490.png 1024w\" sizes=\"auto, (max-width: 1185px) 100vw, 1185px\" \/><\/p>\n<p>Check off the columns you want to include, uncheck any that you don\u2019t need.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"457\" height=\"423\" class=\"wp-image-4683\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-95.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-95.png 457w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-95-300x278.png 300w\" sizes=\"auto, (max-width: 457px) 100vw, 457px\" \/><\/p>\n<p>Select how you want your list sorted \u2013 I am sorting by the record creation time, but you can sort and sub-sort by whatever columns make sense for your data.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"417\" class=\"wp-image-4684\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-96.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-96.png 497w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-96-300x252.png 300w\" sizes=\"auto, (max-width: 497px) 100vw, 497px\" \/><\/p>\n<p>You can also filter items displayed in your view \u2013 my example is order entry, so maybe a ship date column is superfluous for data entry and programmatically populated by some order fulfillment process. Or you can leave the data unfiltered. Scroll down and click \u201cOK\u201d to save your view.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"440\" height=\"399\" class=\"wp-image-4685\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-97.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-97.png 440w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-97-300x272.png 300w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/p>\n<p>If you <em>didn\u2019t<\/em> make your view the default, click the drop-down by the view name and select your view to test it. Return to the list settings and click on your view name to edit it and set it as the default view.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1159\" height=\"221\" class=\"wp-image-4686\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-98.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-98.png 1159w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-98-300x57.png 300w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-98-768x146.png 768w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-98-1024x195.png 1024w\" sizes=\"auto, (max-width: 1159px) 100vw, 1159px\" \/><\/p>\n<p>Now that my datasheet style view is the default, my list opens in the \u201cQuick edit\u201d, and I can update <em>lots<\/em> of records.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1141\" height=\"359\" class=\"wp-image-4687\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-99.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-99.png 1141w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-99-300x94.png 300w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-99-768x242.png 768w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-99-1024x322.png 1024w\" sizes=\"auto, (max-width: 1141px) 100vw, 1141px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"728\" class=\"wp-image-4688\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-100.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-100.png 1366w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-100-300x160.png 300w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-100-768x409.png 768w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-100-1024x546.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Asdf<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"728\" class=\"wp-image-4689\" src=\"http:\/\/lisa.rushworth.us\/wp-content\/uploads\/2019\/02\/word-image-101.png\" srcset=\"https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-101.png 1366w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-101-300x160.png 300w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-101-768x409.png 768w, https:\/\/www.rushworth.us\/lisa\/wp-content\/uploads\/2019\/02\/word-image-101-1024x546.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Web forms are fine for one-off data entry, but the default SharePoint list view is inefficient for bulk item updates. Since you can create your own list views, and you can set your view as the list default \u2026 you can have lists open in the Quick Edit view. Click the not-quite-a-hamburger menu between the &hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[677],"tags":[415,747],"class_list":["post-4678","post","type-post","status-publish","format-standard","hentry","category-office-365","tag-sharepoint","tag-sharepoint-online"],"_links":{"self":[{"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/posts\/4678","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4678"}],"version-history":[{"count":1,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/posts\/4678\/revisions"}],"predecessor-version":[{"id":4690,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/posts\/4678\/revisions\/4690"}],"wp:attachment":[{"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}