Phone Messages Enterprise Solution – List Template
A SharePoint Online tutorial by Peter Kalmström
 In
the
previous demonstration Peter Kalmstrom, CEO and Systems
Designer of kalmstrom.com Business Solutions, created a
phone message content type that allows a scalable solution
for automation of phone messages.
In the demo below Peter shows how to create a template and
upload it to another site collection. The tecniques Peter
uses for content type and template creation can of course
be applied to any data.
As Peter created and published his content type in the Content
Type Hub, it has become available to the whole tenancy after
a delay of about an hour. This time can differ, and in SharePoint
Online there is no way to manipulate it.
Find a content type created in the Content Type Hub
- Open the site collection where you want to use the
content type.
- Click on the settings gear and select Site settings.
- Click on 'Site content types' in the Web Designer
Galleries group.
- Select the group where you saved your content type.
- Now all content types in that group will be visible.
The content type gives the columns and settings you wish
to use for each list item, but it does not give the views.
Therefore you should add the content type to a list and
create the views you need. With the modern interface, users
with access to that list can then create new lists from
it, and these lists will have both the content type and
the views.
Add the content type to a list
- Create a blank list.
- Give the list a name and click on Create.
- In the new lists Settings, open the 'Advanced settings'
in the General Settings group.
- Select the Yes option under 'Allow management of
content types', and click OK. (The default setting for
this is No in most list types, with the exception of
Tasks and Issue Tracking lists.) This shows a new Content
Type group in the settings.
- Under the new Content Type group, click on 'Add
from existing content types'.
- Select the group and content type you want to use.
Click Add and then OK.
- Delete the default content type by clicking on it
and then on the link, Delete this content type. (The
content type is only removed from the library. It is
not actually deleted.)
- Create the views
you need.
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