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Applies To Version(s): 3, 3.5 & 3.7 - Contact your ShareVision Product Expert to upgrade.

 Enable Management of Content Types

  1. Go to List/Library Settings>Advanced settings, under General Settings.
  2. Select Yes for Allow management of content types?
  3. Click OK to save and finish.

 Add an Existing Content Type to a List/Library

  1. Go to the Content Types section of a list or library. Ensure management of content types is enabled.
  2. Click Add from existing site content types.
  3. Filter available content types by group or search all groups.
  4. Click on a content type to select it and click Add.
    1. The Drop down Menu is used to select data from other sources in your site.
    2. The items on the list of Available Site Content Types are columns that can be used to create your new form.
  5. Select the Columns you want the user to have access in this new Form and Click OK to save and finish.

After a Content Type is created you can define which columns are required or even hide some columns.

Required columns in the original List must be set to Optional before enabling Content Types. Those columns can be set as required later in your Content Type settings.



Set the Default Content Type

There are two options for loading the New item form: Open the List Toolbar New menu or Document Library Toolbar New menu and select a content type; or, click New directly. This loads the New Item form for the default content type, often the most commonly used content type.

  1. Go to the Content Types section of a list or library. Ensure management of content types is enabled.
  2. Click Change new button order and default content type.
  3. Set the default content type in position 1.
  4. Click OK to save and finish.



View/Edit/Delete a Content Type 

  1. Go to the Content Types section of a list or library. Ensure management of content types is enabled.
  2. Click on a content type to load its settings page. Note: the content type settings page looks very similar to the list/library settings page. Be sure you are on the correct settings page before applying changes.
  3. Choose:
    • Edit: Edit settings, included columns and column details. See Columns for more information.
    • Delete: Click Delete this content type, in the Settings section.



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