List Templates

Owned by Liz Griffin (Unlicensed)
Last updated: Dec 21, 2016
2 min read

Applies To Version(s): 3, 3.5 & 3.7

About - List Templates

The List Template Gallery stores all list templates available for creating new lists. Default list templates are not shown.

Click on images to expand


Getting Here - List Templates

Site Actions > Site Settings > Galleries > List Templates


Upload a List Template

List templates stored on your computer can be uploaded into the ShareVision List Template Gallery.

  1. Go to Site Actions > Site Settings > Galleries > List Templates
  2. Open the Document Library Toolbar Upload menu.
  3. Select Upload Document.
  4. Click Browse to locate the template on your computer.
  5. Click OK to save and finish.

Save List as Template 

  1. Open any list or library from the All Site Content page.
  2. Open the List Toolbar Settings Menu.
  3. Go to List Settings > Permissions and Management > Save list as template.

  4. Populate the fields to complete saving the template

    Best Practice

    It's advisable that list template file names do not include spaces in the title (this keeps the code in the back end clean)

  5. To create another list with the same fields as this list, you will not need to include content. Only the columns will be carried over to a new, empty list. If you are archiving your list, or want to make a downloadable backup, check the Include Content checkbox, so that the list can be restored with the same column structure and all its records. 


    Best Practice

    The List Template Gallery does not indicate whether or not a template includes content. We therefore suggest adding an indicator to the template name, like "c", to differentiate between those that do from those that don't. For example, templates created of the Incidents list might be named Incidents 083107 (without content) and Incidents 083107-c (with content).

    Click on images to expand



Edit List Template Properties 

 Edit the template name and its description.

  1. Go to Site Actions > Site Settings > Galleries > List Templates
  2. Click the edit icon to the right of the template you want to edit.
  3. Make your changes and click OK to save.

Edit List Template Settings and Columns 

Note: Modifying and deleting templates may result in permanent changes or damage to your site.

  1. Create a new list from the list template you want to edit.
  2. With the new list open, open the List Toolbar Settings menu and select List Settings.
  3. Make your changes.
  4. Return to List Settings and click on Save list as template.
  5. Give the modified list template a new file and template name.
  6. Click OK to save.
  7. Return to the List Template Gallery and delete the original list template if it is no longer required.

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