Manage Existing Views in SharePoint 2010 - dummies

Manage Existing Views in SharePoint 2010

Chances are you’ll want to modify your views over time. You can modify your views and set one as the default view that users see when they browse to your list or library. SharePoint also provides a couple of built-in views that you may want to customize.

Modify your views in SharePoint 2010

After creating your fabulous new view, you’ll quickly realize that you need to change it. Maybe you forgot a column, it doesn’t sort the way you want it to, or the grouping is just all wrong.

To modify a view, follow these steps:

  1. Browse to the list or library where you want to modify the view.

  2. Display the view you want to modify.

    To change the view that is currently displayed:

    1. Click the Library or List tab on the Ribbon.

    2. In the Manage Views section, click the Change View drop-down list and select the view you want to modify.

  3. Click the Modify This View button in the Manage Views section of the Ribbon.

    A View Properties page similar to the Create View page appears, enabling you to edit the view’s properties.

  4. Make your desired changes to the view, such as selecting or removing columns, or setting sorting or filtering options.

  5. Click OK to save your changes to the view.

Set the default view in SharePoint 2010

To change the default view, select the Make This the Default View check box when you create or modify a view. This removes the default view property from the current default view and makes the view you’re working with the new default.

Most libraries or lists have only one default view, the exception being the Discussion Board list, which has both subjects and replies as default views. Keep in mind that if you make a view a default view, it must be a public view.

Other SharePoint 2010 built-in views

Two other view formats that should be discussed are the Mobile and RSS views:

  • Mobile: Simplified, text-only views of your libraries and lists for use on a mobile device. Mobile is actually a section on the View Definition page. You can enable a view to be a Mobile view or set it as the default Mobile view. (Mobile views must be public.)

    You can also set the number of items to display for Mobile views. If you don’t see the Mobile section in your View Definition page, this type of view can’t be displayed in Mobile format.

  • RSS: SharePoint generates RSS feeds for libraries and lists.