Wednesday, March 18, 2015

Create and associate multiple content types for a library

Environment: SharePoint 2013
Requirement: Create multiple content types for a document library to have different metadata/columns.
Introduction: The following steps are to create sample content types to store Budget and Invoice details in a document library.
Solution:
Create a site content type named ’Budget’. The parent content type can be selected based on the requirement. For example, if you are settings this for a document library then use Document Content Type as parent and if you setting this for a list, then select List content type.
Create New Site Content Type


Create New Site Content Type
Add columns that are specific to the created content type.
Create New Site Content Type - Add Columns
Create New Site Content Type - Create Site Columns
Create another content type named ‘Invoice’
Create New Site Content TypeCreate New Site Content Type - Create Site Columns
Add columns that are specific to Invoice content type.


Create New Site Content Type - Create Site Columns
Create New Site Content Type


Navigate to the document library where you want to associate this content type.
Document library
Click Library > Library Settings > Advanced Settings and allow management of content type.
Document library - Advanced Settings

Document library - Advanced Settings
Associate the Budget and Invoice content types to the library in Library Settings page.
Add site content type
Add site content type

Change Content Type Order
After associating the content types, you can see the content type column when you add a new item in the document library. The column that are created for each content type will get displayed based on the 
content type you select.
Multiple Content Type

Multiple Content TypesMultiple Content Types
Upload document and submit metadata for different content types.Multiple Content Types

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