Creating Content Types

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Creating Content Types

Creating Content Types

How to Create and Use Content Types

In this walk-through, you will learn to create a custom content type and apply it to a new document library.

  1. Follow the previous demonstration to navigate to the Site content types gallery.
  2. Create a new content type in the Contoso Home Site that extents the Document content type.
    1. From within the Site Content Types gallery page, click the Create link at the top left of the page. Site Content Types page
    2. In the New Site Content form, use the following information to complete the form.
      Field Data
      Name: Type "Work Order"
      Description: Type "Contoso custom content type for work orders"
      Select parent content type from: Select Document Content Types
      Parent Content Type: Select Document
      New group: Type "Demo Content Types"
      The completed form should look similar to the following image.New content type form
    3. Click the OK button to complete the new content type creation process.
  3. Add columns to the new Work Order content type.
    1. Click the Add from existing site columns link below the Columns region on the Site Content Type Information page.Employee Reviews content type information page columns region
    2. In the Add Columns to Content Type form, select Core Task and Issue Columns in the Select columns from drop-down box. From the Available columns list box, choose both Due Date and Date Completed then click the Add button to add them to the Columns to add list box.Existing Site columns selection form
    3. Click the OK button to complete adding the site columns to the Work Order content type.
    4. Click the Add from new site column link below the Columns region on the Site Content Type Information page.EsEmployee Reviews content type information page columns region
    5. On the New Site Column form, enter Estimated Price in the Column Name field. Note the Additional Column Settings available to the Currency column type but leave everything at their default settings.New site column form name and type region
    6. Click the OK button to save your changes and complete the creation of the new site column.
  4. Assign a document template to the new Work Order content type.
    1. Click the Advanced settings link under the Settings region on the Work Order content type information page.Content Type information page Settings region
    2. Click the Upload a new document template option on the Advanced Settings page and then click the Browse button to find the file.Content Type Advanced Settings page
    3. Navigate to the folder you downloaded the class files to and select the work-order.docx file. Click the Open button to complete the file selection.
    4. Click the OK button on the Advanced Settings page to save your changes to the Work Order content type.
  5. Create a new document library named Work Orders.
    1. From the root team site, click the Settings icon and select Add an app from the menu.Site Actions menu
    2. Click the Document Library link in the Your Apps template choice page. Document library app template.
    3. Click the Advanced Options link on the Adding Document Library dialog. Advanced options link.
    4. Type "Work Orders" in the Name field on the New form and leave the rest of the settings at their default values. Note that the default Document Template is set to Microsoft Word document.New document library form
    5. Click the Create button on the New Document Library form to complete the new library creation process.
    6. Click the FILES tab to open the toolbar in the new Work Orders document library. Work Orders documents tab
    7. Click on the New Document text and arrow, careful not to click on the icon above, and note there is currently only one choice in the drop-down menu titled New Document. Don't click on it; all you are doing is verifying that the library supports only one content type at this point.Work Orders library New Document menu
  6. Add the Work Order content type to the Work Orders document library.
    1. Click the LIBRARY tab to open the toolbar in the new Work Orders document library.Reviews Library tab
    2. Click the Library Settings button on the LIBRARY tab located in the Settings group.Library tab with Library Settings circled
    3. Click the Advanced Settings link on the Document Library Settings page in the General Settings region.Library Settings page with Advanced Settings circled
    4. Click the Yes option under the label Allow management of content types? and then click the OK button at the bottom of the page to save the change.Content Types Management region
    5. You should now see a Content Types region that was not being displayed before you made the change in the previous step.Reviews library content types region
    6. Click the Add from existing site content types link at the bottom of the Content Types region.Reviews library content types region
    7. In the Add Content Types form, select Demo Content Type in the drop-down box labeled Select site content types from. Select Work Orders in the list box labeled Available Site Content Types and click the Add button to move it to the list box labeled Content types to add. Click the OK button to save your changes.Work Orders Add Content Type form
  7. Add a new document to the Work Orders library based on the Work Order content type.
    1. Click the Work Orders link in either the Quick Launch menu or the Site's Breadcrumbs to take you to the Browse view of the Work Orders library.
    2. Click the FILES tab to open the toolbar in the Work Orders document library.Work Orders documents tab
    3. Click on the New Document text and arrow, careful not to click on the icon above, and note that now there are two choices of document types to create. Click the Work Order link.Work Orders library New Document menu
    4. Microsoft Word will open a new document based on the template we loaded into the Work Orders content type. Also note the Document Information Panel at the top of the Word document that has fields for the custom columns you defined with the Work Orders content type.Work Orders Word document
    5. Use the following information in the table to fill in the Document Information Panel fields.
      Field Data
      Title: Type: "Fix Printer"
      Due Date: Select 5 days from the current date
      Date Completed: Leave empty
      Estimated Price: Type: "250"
      In the document body, change the title text "Your Company Name" to "Contoso". We can optionally fill out any additional information in the document we like.
    6. Click the Save icon in the top-left corner of the Microsoft Word window.
    7. Click the Work Orders link in the Save As view. Word Save As
    8. In the Save As dialog window, enter Fix Printer for the document file name and click the Save button.Word Save As dialog window
    9. Close Microsoft Word.
    10. If the new Fix Printer document item does not show in our Work Orders library, you need to refresh your browser view of it. We can do that by clicking the Work Orders link in the Quick Launch menu.
    11. Click the ellipsis button next to the Fix Printer item then click the second ellipsis in the balloon pop-up. From the drop-down menu, select the View Properties link.Fix Printer item menu
    12. Note the properties that are displayed, especially the properties that were added by the Work Order content type. These properties represent additional meta data that is stored by SharePoint outside the document itself.Fix Printer item properties
    13. Click the Close button to close the properties for Fix Printer.
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