Organizing List and Documents with Site Columns and Content Types Gayan Peiris Principal Consultant...

Organizing List and Documents with Site Columns and Content Types

Gayan PeirisPrincipal Consultant

gayanp@uniqueworld.net

Agenda

• Content Type Overview• Site Columns Overview• Working with Content Types and Site Columns

(Demo)

Content Types • Item Schema – Collection of Site Columns– Some Site Columns are shared between Content

Types, some are unique• Document Template (if applicable)• Parent Content Type• Workflow Settings• Document Information Panel Settings• Policy Settings• Event Handlers• Custom New, Edit and Display forms

Content Types • Independent of file formats• Scope – Site Content Type (Site Level)– List Content Type (List Level)

• Controlling the changes– Read-only Content Types

• Cant be change through browser interface• Can be change through Object Model

– Sealed Content Types• Not updated through Push-Down operations• Cant be change through interface or Object Model

Content Types

• Controlling Access– Hidden Content Type• Not display in the WSS user interface• Good for based content types• Can be access through WSS Object Model

Content Types Push Down

• Changes can optionally be applied to existing Content Types and Lists which inherit from the modified Content Type

• Granular – Push down Individual changes• Allow consumers of the Content Type to make

their own customizations• Administrators can “Seal” a Content Type to

prevent consumers from making changes to it

Site Column

• Reusable column definitions• Defined at the Site level• Use in multiple Content Types in multiple lists• Update in one place• Define with one of the data types supported

by WSS (Single line of text, number, ect..)• Also member of a column group

DEMO

Site Column Gallery

• Top level site -> Site Actions -> Site Settings• Galleries -> Site Columns• To create a new Site Column, Click Create

Button• Filter site columns according to groups

Add a Site Colum to a list

• Create a List in a sub site• Navigate to List settings page• Click Add from existing site columns link

Site Content Type Gallery

• Top level site -> Site Actions -> Site Settings • Under Galleries section, select Site Content

Types link• Click Create button to create new Site Content

Type• Use the Show Group option to sort the

content type by the group name

Using Content Type in Document Libraries

• Document Library -> Settings -> Document Library Settings

• Click Advance Settings link• Click Yes to Allow management of Content

type option• Content Type section will display in the

Settings page• Click Add from existing Site content type link

to add a content type to the document library