Using SharePoint Lists in your pages

About lists

Lists are great for sharing large amounts of data with your team, and with SharePoint Lists, you have everything in one place and always updated.

Adding a list to your page

Adding a list to your page is quite simple:

• Copy the URL from the list on SharePoint;

• On your Confluence page, enter edit mode;

• Type /lists and select SharePoint Lists from the menu. Alternatively, you can click the Insert menu (the + icon on the Confluence toolbar and type lists);

• Select the macro and click the edit button;

• Paste the URL on the SharePoint Lists modal;

• Click the “Attach” button;

• If you haven’t before, you’ll need to authenticate with your SharePoint account to view the list content;

• [Optional] Select the layout options to be applied (you can edit this later);

• Click the “Insert” button.

Open in SharePoint

You can also open lists on your pages directly in SharePoint to access advanced features without having to open SharePoint and look for the list manually:

• Click the context menu;

• Select the option “Open in SharePoint”.

Authentication

All users must authenticate with a SharePoint account with access to the content to view the list on Confluence. The Authentication is done with the standard Oauth 2.0 and works exactly as in SharePoint.

Authentication is required:

• the first time a user adds a list;

• the first time a user wants to view a list shared by another user.

[screenshot of locked list]

We converted the first case when adding a list to a page, and for the second, the user needs to click the “Authenticate” button and follow the required steps. After that, the list will be available.

Sign out

Users can revoke the authentication anytime, and the list won’t be visible to them.

• Click the context menu;

• Select the “Sign out” option;

• Confirm you want to sign out.

Layout options

You can edit the layout options when adding the list for the first time. After that you can always enter the page’s edit mode and then edit the macro to change the layout options.

[Screenshot of layout options]

You're in control of the preview layout of your list:

• Visibility: You can toggle the visibility of each column. Clear the checkmark to hide a column;

• Width: You can define the width of each column. The default is Auto (100%);

• Label: You can choose to display any columns as labels, by clicking the toggle to turn it on.

Removing a list from your page

To remove a list from a page:

• Enter the page edit mode;

• Select the macro of the list you want to delete;

• Click the “Delete” button;

• Publish the changes to the page.

Wrap up

That's all on adding and using SharePoint lists on your pages.

If you still have questions about any topics covered on this page, visit our support portal and send us your questions. Our team is always happy to help.