Managing Content Types

Owned by Liz Griffin (Unlicensed)
Last updated: Apr 28, 2017 by Support Desk

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. Use the Dropdown menu to select List Content Types
    2. Select as many items named Item X, where x is a number from 1 to 11. Don't worry about any order, they are just blank templates that you can use to create your Content types.
    3. Click on the Item X in your Content Type list and click on ename the Item X to the Content Type name of your preference.
    4. In the Content Type Settings, click on Add from existing site or list columns.
    5. Select the Columns you want to use in this Content Type
  5. Repeat the steps C, D and E for all Content Types selected in Step B.

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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