How I CONQUERED the SharePoint CONTENT TYPE Fear
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- เผยแพร่เมื่อ 30 พ.ย. 2023
- In this video, we will explore SharePoint Online Content Types together and clear the fear that surrounds them! We’ll do this by putting them to good use by building a project management tracker! 🤓
By the end of this video, you will be a certified content-type ninja! 🥷 Not to mention that you will have built a best-in-class project management solution within your site!
🔥🔥You will understand what they are, how to create them and, more importantly… how to actually use them in a meaningful way!
Content types tend to confuse many people (I used to be one of these people) as they can be tricky to get your head around. For me, I found that the best way to understand them was to experiment with them to see just what they can do.
That is the purpose of this tutorial. To walk you through a practical example where you can get hands-on experience creating content types and then applying them to a project tracker list within a site. 🎯🎯
So follow along, and you will obtain a skill that most people lack - a practical understanding of content types within SharePoint Online!
'Intranet Site Builders Master Class' here: www.academy365.io/course/shar...
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You can grab the code mentioned in this video here:
🧑💻: www.academy365.io/posts/Top-1...
I have to say thank you. Your videos are great. I learn so much and try to implement your tips step by step. You have a great way of conveying the content. It's enriching.
I felt the background music was a little loud and distracting from the content on this video for me, but your content is always on point, great demo on Content Types 🤩
Hey again! Thanks so much for the compliment and the feedback. I'll be more careful of the levels. Adding the music is typically one of the final steps in my editing process so I suppose I was a little excited to be approaching the finish line! 😜
Great content, Dan!
I believe that you should have made an abstract content type to put the common columns. Use of Content type hierarchies is where the power of the CTs is really shines for me. It would have save you a lot of headaches. I mean it as help not criticism. We all make mistakes.
Thanks Nikos, for sure, many ways to skin a cat in SharePoint!
Your videos are fantastic. Thank you. The example project is beneficial. Keep it up
Thanks so much! 😁
Nice Tutorial! Helped me lots...
Immediately running into a concerns, hoped ya'll might have some advice?
My child content types inherent a choice column from the parent content type.
Each child content type should have a different default value but be able to select other choices instead.
1. If I inherent the column from parent, it seems like the option for default value is not allowed in the children.
2. The workaround might be to not inherit the column, but then if I were to switch content types for an existing doc in my document library it erases the metadata as if it's a totally different column.
3. In the list view I see all the files metadata under one column, but in the library settings you see several with the same name (one column of for each content type)...
Is there some merging of columns thing that needs to happen?
What app are you using for the plan? It looks really clean and organized.
Great video! How does this work with document sets?
May I ask, what do “you” think the best practice is to create a sequential ID number for list items/records? And how do you do it? I would be grateful.
Hey, this can depend on requirements or if you need a specific naming convention for ID's. The simplest is to use the OOTB ID that is there by default (although not displayed, you can find it in the 'Show or Hide Columns' menu). Outside of that, a power automated flow can be used to add any specific sequential ID when creating new items. You would need to create a new column in the list/library to hold the ID and then create a PowerAutomate flow to trigger on the creation of a new item. You can then have the flow update the new column with the appropriate ID. Hard to explain here in the reply, but I can do a video on it
@@Academy365-Dan thanks so much! I follow… but yes, I would love a video. It’s a highly searched question apparently. 🙃 I remember doing it back in 2013 using calculated columns, just don’t remember how.
I’m a fan, both of your ideas, and teaching style.
Great content! Is there a way to export out the Version History and/or Comments from the list?
Hey Stephen, sorry I was late responding to your initial comment on this topic. I've responded since. The short answer is no... long answer is yes with a BUT... that BUT being PowerShell. PowerShell makes most things possible!
Great Vid, thanks! How did you add the icons to the column name? Tried to copy paste an icon, but it doenst work.thanks
Hey! So I use a mac, for me if I use the keyboard shortcut 'ctrl+cmd+spacebar' to get the emoji popup. Then you just click the emoji you want to insert into a text box. For Windows users, the shortcut is 'Windows Key + .'. You can also right-click within a text box and you should see an option to insert an emoji
Awesome, this works for me. Thanks
great tutorial! is it possible to use the content types only in folder level or in document library level, rather than site level? (for documents obviously). I want some content types appear only in specific folders or document libraries, but not in all site.
Hey there! Thanks for that; I'm glad you enjoyed it! 😁 So content types are always created at either the tenant level (Globally) or at the site level (Locally). However, where you apply them is up to you in terms of lists and libraries (not folder level, unfortunately). So say for example you have created a content type globally or locally, and you have 2 libraries on your site ('Lib A' and 'Lib B'), you can just add it to Lib A and not add it to Lib B if that's what you need. If you need more granular control (at folder level as you mention), I would perhaps reconsider how you are designing the structure of your site and potentially add more libraries than folders. Plenty of things to consider here of course. If you want to send me a contact request through my site (academy365.io), I'd be happy to explain more (TH-cam comments can only go so far! 😉)
@@Academy365-Dan Thank you so much! I appreciate It