With
a content type, you can make sure a SharePoint library is
managed in a consistent way and gives the correct and desired
metadata. In the demo below Peter Kalmström, CEO and Systems
Designer of kalmstrom.com Business Solutions, shows how
to create such a content type for a Quotes library. Welcome
to use it as a starting point and modify it to suit your
own organization.
To create a content type for the whole tenant you need to
use
the Content Type Hub. For this you need to have full
permission over the whole SharePoint tenancy.
In this demo Peter keeps it simple and shows how to create
a content type for a site collection. When you create it
in the root site of the site collection, it can be used
in all subsites.
Peter creates a content type which inherits from the parent
Document and has four extra columns.
Create a content type for a Quotes document library
On the top level site in the site collection, open
the Site Settings.
Click on 'Site content types' in the Web Designer
Galleries group.
Click on the Create link to create a new content
type.
Give the content type a name.
Select parent content type to base the new content
type on.
Put the content type in an existing or new content
type group.
Click OK.
Peter continues with creating new columns to the content
type: Quote Date, Decision Date, Value and Decision. He
adds them all in the same new site column group.
In the next article
we will explain how to make a library use this content type.