Create a site column for records

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Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2008-01-28

A site column defines an item of metadata that can be associated with a content type, list, or library. You define site columns on the Site Column Gallery page.

When defining site columns for records, you should match the names and types of information contained in the columns of data sent with records of various types. For example, if an incoming record type has a column named "Due Date" of type Date and Time, you should create a column of that name and type in the Record Center site's Site Column Gallery so that the metadata submitted in that column has a storage location in the Records Center site.

Important

Membership in the Owners SharePoint group for the Records Center site is the minimum required to complete this procedure.

To create a site column

Use this procedure to create a site column.

Create a site column

  1. On the Records Center site, click Site Actions, and then click Site Settings.

  2. On the Site Settings page, in the Galleries column, click Site columns.

  3. On the Site Column Gallery page, click Create.

  4. On the New Site Column page, in the Name and Type section, in the Column name box, type the name that you want.

  5. Select the type of information that you want to store in the column — for example, currency, date and time, or text. For a table that describes the columns that are available by default, see the Microsoft Office SharePoint Server 2007 online Help.

  6. In the Group section, select the existing group in which to store the new site column or select New group to create a new group to store the column. Groups provide a way to organize columns and make it easier to find them.

  7. In the Additional Column Settings section, select the additional column settings you want. The options available in this section differ depending on the type of column that you select in the Name and Type section. For example, if the type of information to store in a column is Choice, you can define the choices to enumerate in the Additional Column Settings section.

  8. Click OK.

See Also

Concepts

Create content types for records
Add a column to a content type for records
Add an information management policy to a content type
Add a workflow to a content type for records