Understanding SharePoint Content Types


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  • You can't link Content Types, but perhaps you can create a lookup column in the lists it's being used
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  • By the way, how do I connect two content types? Imagine I am creating a list wich encompasses two content types: 'tasks' and 'meetings'. The tasks emerge from the meetings. That is I want a column in the content type 'tasks' that shows the meeting that entailed its creation. How can I do that? Thanks in advance for your kind help.
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  • Awesome! You've solved so many issues I'm encountering in the frame of the project my boss entrusted me with! Thanks a lot. Lots of things seem so much clearer once this video seen. I frankly advise every beginner to watch it!
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  • You skipped the most important part which is puzzled for us. How did you mange to reach to slide 23? What do you mean by, 'Once you assiciate your Content Type to a list/library.....' ?

    Because when we choose 'Yes' on slide 22, i am expecting the output from slide 23 to be coming up. But where is it? Please.
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  • Great video! Helped me a lot!
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Understanding SharePoint Content Types

  1. 1. Understanding SharePoint Content Types Benjamin NiaulinOnline Webinar SharePoint Geek
  2. 2. Description A Simple way of explaining what a SharePoint Content Type is by imagining us grouping Columns used in your list or library together, which we plan to reuse often. For example, if I know I will often need the columns “Title, Assigned To, Status, Due Date” together when working with “Tasks”, then I will group together into a “Task” Content Type. If you want to read more before you attend the session, check out this article that covers the difference between Columns, Site Columns and Content Types.@bniaulin Share-gate.com
  3. 3. Who is this guy talking? Benjamin Niaulin Speaker, Trainer, Consultant, SCRUM Master Blog bniaulin.wordpress.com Website share-gate.com Email benjamin.niaulin@share-gate.com TWITTER!: @bniaulin @bniaulin Share-gate.com
  4. 4. Today Recap of columns and site columns What is a Content Type? Create a Content Type Using Content Types Understand existing Content Types@bniaulin Share-gate.com
  5. 5. LET’S RECAP
  6. 6. Columns@bniaulin Share-gate.com
  7. 7. Columns and their types When you create a column it is stored in the list/library where you create it Every type of column has it’s use Know when to use the right one Views will be created based on the columns Workflows can be created, triggered by the right column information SharePoint allows for Column Validation@bniaulin Share-gate.com
  8. 8. Reuse your Columns! If you create columns from your lists/libraries they are stored in them. And thus, are not reusable. I recommend using “Site Columns” whenever possible to be able to reuse them. Site Columns are available to subsites – best to create at the root@bniaulin Share-gate.com
  9. 9. Site Columns - Hierarchy@bniaulin Share-gate.com
  10. 10. Columns vs Site Columns – Huh? List/Library Column Site Column Fast to create Reusable! Not reusable Cross-Site lookup column Does not permit cross site Always available in the lookup CQWP Not always available in Can organize them by CQWP (Content Query WP) “groups” Easy to use for Power User Very useful to provide advanced solutions with SharePoint Foundation@bniaulin Share-gate.com
  12. 12. At the core Content Type Site Column Site Column Site Column Site Column Site Column @bniaulin Share-gate.com
  13. 13. What’s a Content Type? Reusable set of columns used together that defines a type of content in your organization Document Templates to be used with specific metadata Document Policies (Retention, Audit, Labels, Barcodes) Document Information Panel (Form in Office Documents that allows you to enter Column Information) Helps reunite content spread in multiple libraries together Helps having different columns in the same list/libraries, so different content but same list/library features enabled Stored in the Site where it was created and sub sites@bniaulin Share-gate.com
  14. 14. DEMO
  16. 16. How to create a Content Type Site Settings -> Galleries -> Content Types You will see all of this site’s Content Type@bniaulin Share-gate.com
  17. 17. Content Types page@bniaulin Share-gate.com
  18. 18. When creating a Content Type Be sure to choose the right parent! This cannot be changed after. Will inherit all columns from parent@bniaulin Share-gate.com
  19. 19. DEMO
  20. 20. USING IT NOW!
  21. 21. Associating Content Types are used by associating it to the list or library List/Library Settings -> Advanced Settings -> Allow management of Content Types -> Yes!@bniaulin Share-gate.com
  22. 22. Associated or Copied? Once you associate your Content Type to a list/library it is sort of copied there and can be managed directly in this list/library without affecting other places it is used.@bniaulin Share-gate.com
  23. 23. Managing the Content Type Directly from the List/Library You can add/remove: Site Columns List/Library Columns@bniaulin Share-gate.com
  24. 24. DEMO
  26. 26. It’s a secret… EVERYTHING is using a Content Type Publishing Pages Documents Tasks Let’s browse existing ones live… @bniaulin Share-gate.com
  27. 27. THANK YOU!KEEP IN TOUCH ON TWITTER @BNIAULIN Benjamin Niaulin@bniaulin Share-gate.com