Here is an example of expense items submitted by employees to get reimbursement and to track the status of their expense report submission.
Step 1
Create “Expenses” list with the set of columns, mentioned below.
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Step 2
Share the list to other colleagues to submit the expense report by clicking the link “Permission for this list”.
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Add members to “Members” groups with Edit access, so that the users can submit expenses.
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Click the “New” link and “Add users to this group” link to add new members to the group.
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This is the place, where we need to add new users to the group.
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Step 3
By clicking the “New item”, a new form will be displayed and the user is allowed to provide the details about the expenses.
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New Item Form
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Once the list is ready, next step is to create the ListView, which contains expenses submitted by logged-in user.
Step 4
Go to Settings -> Site contents and then “Site Pages”.
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Now, create “Web Part Page”, as shown below.
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Follow the below steps to create the “Web Part Page”, using the highlighted template.
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Step 5
Now, in the newly created page, add “Expenses” ListView Web Part (Add a Web Part), as shown below.
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After adding the Web part, click on the down arrow in the header of the Web Part to configure the ListView.
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First, click on the “Edit the current view” to select the list of the fields to be displayed in the Web part.In “Toolbar Type”, select “No Toolbar”.
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To select the list of fields to be displayed, follow the steps, given below.
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Here is the key part, where Sort and Filters comes into the picture.
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Now, go to the bottom of the ListView settings page and click “OK” to return to the “Web Part” settings. Also, there is a section to show the list items categorized by group by selecting the highlighted field, given below.
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In “Appearance” section, go to “Chrome Type” and select “None” Click “Apply” button.
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Finally, click “OK” in the Web part settings.
Here is the final output.