[How to] Modify the risk list form


Making changes to the “Risks” list in a Project Site (connected to Project Online/Server), requires knowledge of the rules.

Primary rule: Do not delete or modify any of the default Risk list fields, but feel free to change the lookup values for e.g. Status and Category.

Next, you typically would like to then hide the fields that will not be used.

Risk 1

To get started, navigate to the List Settings of the Risk list

Risk 2

Click on “Advanced Settings” (which will later activate the “content types” settings area as seen below)

Risk 3

Click yes to “allow management of content types”

Risk 4

Now go back and click on content types. You are now able to select all the fields that are found default in the Risks list

Risk 5

After having selected a particular field, you can now control if the field should be required, optional or simply hidden

Risk 6

…and you are done:-)

 

Following this little guide will ensure that your reporting feeds for the “Risks” list will still work as expected.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s