Configuring List Rollup Definitions

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Configuring List Rollup Definitions

Configuring List Rollup Definitions

 

All list rollups configured in a Site will be shown under ‘Manage List Rollup Definitions’ tab. Here we can Create, Edit, and Delete list rollups.

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New List Rollup

 

1.Click on ‘New List Rollup’ button

2.Configuration settings

a.General Settings:

In General settings, we need to specify Title for List Rollup definition and whether to allow creation of list items directly from list rollup web part as shown below

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Example with Actions in First Column:

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b.Define columns for this rolled-up list:

Here we need to create columns to show in List Rollup web part which are later mapped with SharePoint columns from Rolled-up lists.

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Click on ‘New Column’ button to create columns for list rollup web part

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c.Configure lists for this rollup

Click on ‘Add List’ button to configure lists to rollup

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Select Site, List and View from which data should be retrieved to show in List rollup

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Click on ‘New Column Mapping’ button to map list rollup columns created in step 2(b)

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Column Color Settings

Configure Color settings on columns in the list rollup by specifying conditions based on which color gets displayed in list rollup web part. Click on ‘New Color Setting’ button to create a new setting.

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Example: ‘Status’ column in list rollup web part will be shown as shown below based on the specified values in color settings

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Note: Similarly configure any number of lists in this rollup to show as a web part in a dashboard or web part page