Atlas supports the use of custom lists and libraries and in some cases you may want to use Quick Add It to create content in them. To enable a custom List or Library to be used with Quick Add It, you need to ensure that it is configured to allow "Management of Content types", even if you're just going to use the out of the box SharePoint or Atlas content types with that library.
Please note that if you have content types with custom columns Quick Add It will automatically detect the columns schema from the list so no additional configuration is required.
In contrast, the full Add It experience does not support custom columns without significant configuration, so we always recommend to use Quick Add It for custom scenarios.
Furthermore, while Add It will offer the user to choose a folder to upload their document, only Quick Add It allows the administrator to "force" the folder used.
Configure the list or library
To get started, go to the list or library in question, then go to the settings "cogwheel" icon in the top right and choose List settings or Library settings:
- On the left hand side under General Settings click on Advanced settings:
- Set the Allow management of content types setting to "Yes":
- Scroll to the bottom of the page and click OK to save your settings:
- We'd recommend adding an Atlas content type to the list, but you could just use an out of the box SharePoint content type or a completely custom content type if that suits your requirement.
In the newly visible Content Types section of the library settings click Add from existing site content types: - Add the content type(s) you need from your gallery and click OK:
- You can also remove any content types you don't want available by clicking on them in the library settings and clicking Delete this content type.
Configure Quick Add It
Now we can set up an In Focus web part and configure Quick Add It to point to your specific list and content type. In this example I'll continue to assume this is being used for Documents.
- Add a Documents (Atlas) web part to a page
- Edit the web part, and go to the second page in the configuration panel. Scroll down to the Quick Add It settings section and set Show Quick Add It to Yes:
- Click Configure types. In the Type column select "Other":
- In the Configuration column click the Edit configuration button. A panel will appear on the right. Select the custom list or library you just configured, select a Folder if required, and choose the target Content type:
- Once you've chosen your options, click Apply at the bottom of the panel. Finally, click the Edit labels button on the right side of the screen, choose the Default language and type the name you'd like users to see for the content type. For example this might be a Policies library or a Templates library so you'd type "Policy" or "Template" as the name:
- Click Add and save. Back on the main panel click Add and save again.
- Save or publish your page.
When you go to the Documents (Atlas) web part you configured you'll now see a New button, which when clicked opens the Quick Add It panel allowing you upload documents to your custom list or library. At the top of the panel you'll see the name you set:
Comments
0 comments
Please sign in to leave a comment.