Creating and Working with Content Types - Exercise

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Creating and Working with Content Types - Exercise

Creating and Working with Content Types

Duration: 10 to 15 minutes.

In this exercise, you will learn to create Content Types and Site Columns. Additionally you will learn how to associate a document template with a content type based on the Document parent content type.

  1. Create a new Content Type for the Contoso Home Site.
    1. Open your browser if it is not already open and navigate to your root team site.
    2. Click the Settings menu and select the Site Settings link.Site Actions with Site Settings circled
    3. Click the Site content types link within the Web Designer Galleries group.Site Settings page
    4. Take a moment to read through the list of default content types. Note how they are grouped and there is a parent column that lists the parent content type of each individual content type.
    5. Click the Create link at the top of the list of content types.Content types list with create link circled
    6. In the New Site Content form, use the following information to complete the form.
      Field Data
      Name: Type "Employee Reviews"
      Description: Type "Contoso custom content type for employee reviews"
      Select parent content type from: Select Document Content Types
      Parent Content Type: Select Document
      New group: Type "Contoso Content Types"
      The completed form should look similar to the following image.New content type form
    7. Click the OK button to complete the new content type creation process.
  2. Add columns to the new Employee Reviews 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 Contact and Calendar Columns in the Select columns from drop-down box. From the Available columns list box, choose both Full Name and Job Title 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 Employee Reviews content type.
    4. Click the Add from new site column link below the Columns region on the Site Content Type Information page.Employee Reviews content type information page columns region
    5. On the New Site Column form, enter "Contoso Departments" in the Column Name field and choose Choice (menu to choose from) in the The type of information in this column is selection field.New site column form name and type region

      Note that this New Site Column form is the same form you get when you add a column directly to a list or library.

    6. Locate the Additional Column Settings region further down on the New Site Column form. Replace the text in the field labeled Type each choice on a separate line with the following:

      Sales

      Accounting

      IT

      Marketing

      Training

      Click inside the Default value field and make sure "Sales" is set to the default value. Leave the rest of the settings set to the defaults.New site column form Additional Column Settings region
    7. Click the OK button to save your changes and complete the creation of the new site column.
  3. Assign a document template to the new Employee Reviews content type.
    1. Click the Advanced settings link under the Settings region on the Employee Reviews 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 Employee Review.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 Employee Reviews content type.
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