types are the base of everything in SharePoint, and in earlier articles we
have explained how content types work and can be used.
In the demo below Peter Kalmstrom, CEO and Systems Designer of kalmstrom.com
Business Solutions, shows how to modify list web parts using content types.
Peter uses a content type to design an entry form for a tasks list, and in
that form he hides several of the form fields so that only the fields that
are important at task creation are shown. When the work on the task starts,
the full form can be selected in a dropdown.
The switch to the other form can also be done automatically with a workflow.
In the second demo below, Peter explains how to create such a workflow.
Click on the 'Site content types' link in the Web Designer Galleries
At Show Group, select List Content Types.
Click on Create to create a new content type.
Give the content type a name and select the parent content type to be
fetched from List Content Types. Then select Tasks as the parent content
Add the new group to an existing or new group. Peter creates a new group
and gives it a name.
Open each column that you want to modify. As Peter wants to create a
simple task entry form he chooses to hide several of the columns.
In the list where you want to use the new form, go into the List Settings
and click on the Advanced Settings link and allow management of content types.
Click OK and then open the List Settings again. It now has a new Content
Click on 'Add from existing site content types' and select first the
content type group and then the newly created content type.
Click OK and then open the List Settings again. It now has a new content
type in the Content Type group.
Click on the link 'Change new button order and default content type'
and set the new content type as number one.
Now, when you create a new task, it will open with the new content type. Next
time you open the same task, you can select to instead use the earlier content
The demo below shows how to create a workflow that automatically switches
content type after a new task has been created. This means that the task first
has the newly created content type form and then the original task form.
Create a Workflow that switches Content Type
Open the list in SharePoint Designer.
Create a new SharePoint 2013 workflow and give it a name. Click OK.
At Transition to stage, end the workflow by entering 'go to End of Workflow'.
Set the Start Option to 'Start the workflow automatically when an item
Select the Action 'Set Field in Current Item'.
Select the field 'Content Type ID' and set the value to the content type
you wish to switch to.