SharePoint Content Types – Best Explained

Hello folks, in this article I will try to explain SharePoint Content types in details. Most of the SharePoint beginners find it difficult to understand what exactly the content type is? and how we can use it in SharePoint? We will try to learn SharePoint content types by comparing it with one day-to-day example. We will cover the advantages and use of SharePoint content types during this course as well.

Day-to-day example (to understand SharePoint content types)

The example that we are going to discuss is the Banking system. When we need to make some transactions like cash withdrawal, cash deposit, cheque encashment, etc. we use different formats of slips. Making use of different format slips for different purposes makes it easy for bank officers to differentiate the type of transaction.

Consider that the bank has one big box in which they keep all kind of slips together. By the end of the day, it will be easier for them to differentiate the different formats of slips and make the calculations. If they would have used the same slip format for all kind of transactions (deposit, withdrawal, etc) it would have become difficult for them to deal with them. It may cause the huge loss for the bank as well.

SharePoint Content Types

In this example, you can consider

  • Big box (in which the slips are collected) as your list or library
  • Different formats of slips as SharePoint Content Type
  • Unique fields (like Name, Account number, Signature) in all formats of slips as Site columns

Thus, a content type is a reusable group of site columns which represents a set of information.

You can find another awesome example given by Greg here: Content Types Example

SharePoint Content Types

You will hear the word Content type every day while working with SharePoint. It is very important to understand and utilize the same. According to Microsoft, A content type is a reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents in a SharePoint list or document library. Content types enable you to manage the settings for a category of information in a centralized, reusable way.

SharePoint content type provides one more advantage to you, whenever you make any changes in content type, it provides an option whether to apply the new changes to all the lists (which are using that particular content type) or not.

If you have worked on a Task list or Announcement list then you have already used a content type. SharePoint has many default content types. If you create a new Task list, you can see that there are some columns already available like Task name, start date, due date, etc. These columns are default site columns and the Task list is using default content type as Task as shown below.

SharePoint Content Types

How to create a SharePoint content type?

Before creating a Content type you should make note of below important points

  1. It’s a best practice to create a Content type under the root site (top site) so that it can be used under all subsites as well. This is again based on the requirements of the organization because users don’t want to have too many content types under the root sites, which are not useful.
  2. If you create a Content type in a subsite, you cant use that Content type in your root site.
  3. When you update the Content type, it’s your wish whether to apply the updates on existing lists or not.
  4. If you want to delete the content type from the site collection, you need to remove that content type from all the associated list/libraries.

A) Create a content type for List

  1. Create a list named BankingSystem
  2. We will create 2 content types named Cash Deposit and Cash Withdrawal 
  3. Create 3 site columns named Customer Name, Account Number, Signature (You can read this article on creating site columns: SharePoint Site Columns)
  4. Go to Site Contents > Web Designer Galleries > Site content types
    SharePoint Content Types
  5. Click on create
  6. Enter the information as shown below. It will ask you to choose a Parent Content type, you can choose anyone. In this case, I have chosen Item content type. Item content type by default has Title site column only. Finally, click on OK
    SharePoint Content Types
  7. Now our content type is ready but before using it we have to first add site columns to it.
  8. To add site columns to this content type, go to Site SettingsWeb Designer Galleries > Site content types > Click on newly created a content type (Cash Deposit)
  9. Click on Add from existing site columns
    SharePoint Content Types
    10. Add the site columns to this content type. Here is an important point need to be noted. Add all the required site columns for this content type. In the below screenshot I have added only 3 but you can add as many as you want to make it different from other content types.
    SharePoint Content Types
  10. Similarly, add another content type and name it Cash Withdrawal with some different site columns.
  11. Now both the content types are ready for use. Let’s add these content types to a List named BankingSystem
  12. Go to List Settings > Advanced settings > make sure the Allow management of content type is selected as shown below:
    SharePoint Content Types
  13. Click on Add from existing site content types
  14. Add both the custom content types as shown below
  15. You can see both these content types are available under the New Item option

B) Create a SharePoint Content Type for Document Library

  1. Create a Document Library named BankingSystem
  2. We will create 2 content types named Cash Deposit and Cash Withdrawal 
  3. Create 3 site columns named Customer Name, Account Number, Signature (You can read this article on creating site columns: SharePoint Site Columns)
  4. Go to Site Contents > Web Designer Galleries > Site content types
  5. Then click on create.
  6. Enter the information as shown below. It will ask you to choose a Parent Content type, you can choose anything. In this case, I have chosen Document content type. Finally, click on OK
    SharePoint Content Types
  7. Now our content type is ready but before using it we can add site columns to it or can change the document template from advanced settings as shown below
  8. To add site columns to this content type, go to Site SettingsWeb Designer Galleries > Site content types > Click on newly created a content type (Cash Deposit)
  9. Click on Add from existing site columns
  10. Add the site columns to this content type. Here is an important point need to be noted. Add all the required site columns for this content type. In the below screenshot I have added only 3 but you can add as many as you want to make it different from other content types.
  11. Similarly, add another content type and name it Cash Withdrawal with some different site columns.
  12. Now both the content types are ready for use. Let’s add these content types to a Library named BankingSystem
  13. Go to Library Settings > Advanced settings > make sure the Allow management of content type is selected as shown below:
  14. Click on Add from existing site content types

  15. Add both the custom content types as shown below
  16. You can see both these content types are available under the New Document option

I hope you liked reading this article on SharePoint Content Types. If you have any questions feel free to as in the comment section below.

SharePoint Site Columns – Best Explained

Hello friends, in my 3 years of journey with SharePoint, I have never used SharePoint site columns. SharePoint provides the lightning fast way for creating list columns, which makes us lazy to learn about site columns. In this article, I will try to explain about SharePoint site columns in details. This applies to all versions of SharePoint like SharePoint 2010, 2013 and SharePoint Online (Office 365).

It takes a few seconds to create list columns
It takes a few seconds to create list columns

SharePoint Site Columns

According to Microsoft, “A site column is a reusable column definition, or template, that you can assign to multiple lists across multiple SharePoint sites. Site columns are useful if your organization wants to establish some consistent settings across lists and libraries.”

Why should we use SharePoint Site Columns?

Scenario:

Assume that your organization has a SharePoint portal which has 20 different lists. Each list contains a choice column named a country with 3 options as India, America, and England. later point of time, if you want to add one more country as China in the option for all the lists, what will you do? The only way available for you is to add that new option in each list manually from list settings.

In such scenarios, Site columns play an important role. Site columns allow you to share the changes/settings across multiple lists so that you don’t have to configure the settings each time. Site columns provide one more advantage to you, whenever you make any changes in site columns, it provides an option whether to apply the new changes to all the lists (which are using that particular site column) or not.

When you update the site column, it will ask whether to apply the changes on all lists which are using the particular site column
When you update the site column, it will ask whether to apply the changes on all lists which are using the particular site column.

How to Create a Site Column in SharePoint?

Before creating a Site Column you should make note of below important points

  1. It’s a best practice to create a Site Column under the root site (top site) so that it can be used under all subsites as well. This is again based on the requirements of the organization because users don’t want to have too many site columns under the root sites, which are not useful.
  2. If you create a Site Column in a subsite, you cant use that site column in your root site.
  3. When you update the site column, it’s your wish whether to apply the updates on existing lists or not (this point is already explained above).
  4. If you delete the site column, it won’t be deleted automatically from all the lists. You have to delete the site columns specifically from all the lists.

let’s see how to create a SharePoint site column:

  1. Go to Site Settings
  2. Click on Site columns under Web Designer Galleries
  3. Click on Create

  4. In the Name and Type section, type the name that you want in the Column name box. In this case we are creating a site column named Country.
  5. Choose the appropriate the column type like Singe line of text, Lookup, etc. In this case, Choice (India, America, and England)
  6. In the Group section, add this new Site column under existing groups or create a new one. Categorizing columns into groups will make it easier for users to find them in the future. In this case, we are adding this site column to a group named Custom Columns.
  7. Click on OK.

This way we are ready with the new site column, which can be used in all lists under the specified sites or subsites.

How to add site columns to existing SharePoint List or Library

Let’s add the newly created site column to the existing list. We have a list named EmployeeDetails where we are going to add a Site Column named Country which was added in Custom Columns group.

  1. Go to list settings
  2. Click on add from existing site columns

  3. Choose group so that it will be easy to find the custom site column. Then choose the site column name and click on Add
  4. Click on OK and we are ready to use this site column in our list.

How to update/delete site columns in SharePoint?

  1. Go to Site Settings
  2. Click on Site columns under Web Designer Galleries
  3. Click on Site Column name
  4. Update the site column and click OK or if you want to delete the column, click on Delete button.

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