Name: SharePoint 提示：為協作添加選擇列 (SharePoint Tip: Adding choice columns for collaboration)
Uploaded: 2025-07-18T19:01:36.000Z
Duration: 5 min 35 s

程度副詞

I want to not just display a column, I want to add a column that doesn't exist yet.

我不僅想顯示一列，還想添加一列還不存在的列。

轉承詞

It's not in my list of columns and I know that because if I click Add Column,

我知道它不在我的列列表中，因為如果我點擊添加列、

Show or Hide Columns, it's not in this list of unchecked items.

顯示或隱藏列，它不在未選中項目列表中。

What I want is a column to allow my users to categorize a document with the system that we use.

我想要的是一列，讓我的用戶可以用我們使用的系統對文檔進行分類。

A document is either a draft, it's in review, it's finalized, or it's inactive.

文件要麼是草稿，要麼正在審核，要麼已經定稿，要麼處於非活動狀態。

When I add a new column, I need to choose what type it is.

添加新列時，我需要選擇列的類型。

I want to use Choice because that's going to allow me to offer a set of choices to my users.

我想使用 "選擇"，因為它可以讓我為用戶提供一系列選擇。

There are other options here and I would encourage you to take a moment and check some of them out.

這裡還有其他選擇，我鼓勵你們花點時間去看看。

You simply click and it will tell you what each of them does.

你只需點擊一下，它就會告訴你每一個功能的作用。

For example, Set a Date or Time will give us a date picker, but also you don't want people free typing dates in text columns.

例如，"設置日期或時間 "將為我們提供一個日期選擇器，但你也不希望人們在文本列中自由鍵入日期。

You want to use the proper type of a column to restrict it.

您需要使用正確的列類型來限制它。

If you've looked at views that have the ability to enter someone's email address or name and it pulls them up from Active Directory, that's this Person column.

如果你看過一些視圖，可以輸入某人的電子郵件地址或姓名，然後從 Active Directory 中提取出來，這就是 "人員 "列。

Go through and check each of these out by simply selecting them.

只需選擇這些選項，即可逐一查看。

If I got the wrong type, I can make a different choice here.

如果我買錯了，我可以在這裡做出不同的選擇。

It's just that once I'm in here, I don't get any information on what each of these different types of columns is.

只是一旦我進入這裡，我就得不到任何關於這些不同類型的欄目是什麼的資訊。

SharePoint is happy to autocomplete with things I don't want here.

SharePoint 很樂意自動完成我不想要的東西。

My choices, as you'll recall, are Draft, Review, Final, Inactive.

大家應該還記得，我的選擇是草稿、審閱、最終、不活動。

But this doesn't make them choices, this is just my description.

但這並不能說明它們就是選擇，這只是我的描述。

It would help a user conceivably to hover over this, but we're going to use Choice 1 for Draft, Choice 2 Review, Choice 3 Final.

可以想象，將鼠標懸停在這上面會對用戶有所幫助，但我們將使用選擇 1 表示草稿，選擇 2 表示審閱，選擇 3 表示最終。

And don't worry, as you enter out of Final, it will give you the other choice for Inactive.

別擔心，當你輸入 "退出 Final "時，它會給你另一個選擇，即 "不活動"。

And these categories describe our document process.

這些類別描述了我們的文件流程。

If I want to change any of the conditional formatting, here I can.

如果我想更改任何條件格式，在這裡都可以。

So if I would like Draft to be a different color, for example, this light orange, I can do that.

是以，如果我想讓草稿變成不同的顏色，比如淺橙色，我就可以這樣做。

Review, Final, I actually don't like that color choice of gold sitting on that light golden rod, so I'm going to choose something really solid for Final.

回顧，決賽，我其實不喜歡金色坐在淺金色棒子上的顏色選擇，所以我要為決賽選擇一些非常純粹的顏色。

And Inactive and Draft I've made look a lot the same.

我製作的 "非活動 "和 "草稿 "看起來也差不多。

Maybe I should choose something different for Draft that's a little stronger of a choice.

也許我應該為《草稿》選擇一些不同的東西，這樣的選擇會更有力一些。

And it's always helpful if you have choices that can be described.

如果你有可以描述的選擇，這總是很有幫助的。

If you're talking to somebody, choose red for Draft, green for Review, dark indigo for Final, and for Inactive we're going to choose gray.

如果你正在與某人交談，請選擇紅色代表草稿，綠色代表審核，深靛藍色代表最終版本，而 "不活動 "則選擇灰色。

It kind of looks, you know, Greystone Inactive.

你知道，它看起來有點像 "不活躍的灰石"。

Now, we have some other options related to the choice type.

現在，我們有了一些與選擇類型相關的其他選項。

一是用戶可以手動添加數值嗎？

If, for example, they didn't want to enter Draft, Review, Final, or Inactive, could they type in something else?

例如，如果他們不想輸入草稿、審核、最終或不活動，是否可以輸入其他內容？

And the answer in this business setting is no.

在這種商業環境下，答案是否定的。

This is our process. It's a four-step process.

這就是我們的流程。這是一個四步流程。

If we allow users to enter values manually, it's like they're typing them in in Excel, but it doesn't add them to the list.

如果我們允許用戶手動輸入數值，就好像他們在 Excel 中輸入數值一樣，但不會將其添加到列表中。

And then, is one of these the default value?

Well, we could make Draft the default value.

Every time somebody starts or uploads a new document, it starts in Draft form.

每次有人開始或上傳新文件時，它都是以草稿形式開始的。

If that's how our business process works most of the time, that makes sense.

如果我們的業務流程大部分時間都是這樣，那就說得通了。

But if not, don't put a default in unless it really is the choice that will be made most of the time by people adding a document to this library.

但如果沒有，就不要設置默認值，除非人們在向該庫添加文檔時真的會選擇默認值。

And this is where you could choose radio buttons instead of a drop-down menu, allow users to multi-pick if it made sense for them to choose two or more values.

這時，你可以選擇單選按鈕而不是下拉菜單，如果用戶需要選擇兩個或更多的值，就允許他們多選。

If you're going to force your users to enter information in this column, then you would turn this on here.

如果要強制用戶在這一欄中輸入資訊，則應在此處打開此選項。

What I will tell you is, none of the documents you have will have that information if it's a brand-new column.

我要告訴你的是，如果是一個全新的欄目，你所擁有的文件中都不會有這些資訊。

And so, if you intend to force users to enter the values, you might want to leave this set at no to begin with, go in and enter the values for the existing documents, and then come back and turn this on.

是以，如果你打算強制用戶輸入值，你可能希望一開始就將此設置為 "否"，然後進入並輸入現有文檔的值，然後再回來打開此選項。

Because otherwise, you'll be told immediately, hey, you have documents here that don't meet the rules that you've set up for this column.

否則，你會立即被告知，嘿，你這裡的文件不符合你為這個欄目設定的規則。

So I'm not making any changes to the options under more options.

是以，我不會對 "更多選項 "下的選項做任何更改。

So if I want to edit the values in this column, I can swing into edit in grid view, and I can choose.

是以，如果我想編輯這一列中的值，可以在網格視圖中進入編輯，然後進行選擇。

For example, all of these are final documents, so in grid view, I can just use that fill handle like I would in Excel.

例如，所有這些都是最終文檔，是以在網格視圖中，我可以像在 Excel 中一樣使用填充句柄。

And now they're all marked, all final documents, and leave the grid view just like that.

現在它們都被標記了，都是最終文檔，就這樣離開網格視圖。

我已經在 SharePoint 中更改了這一切。

Here we are in Teams, and if I take a step sideways to any other channel and then come back to my locations, general channel, and go to the files tab, there we go, one library, one set of views.

現在我們在團隊中，如果我向其他頻道走一步，然後回到我的位置，一般頻道，並轉到文件選項卡，就會出現一個庫，一組視圖。