This post is part two of a series. Here is SharePoint Content Types and Metadata Part One.
Now that you have a basic understanding of what content types are, let’s look at creating them.
From the root site of the Site Collection, click Site Actions > Site Settings.
In the Galleries group, click Site content types. This page displays all content types available to this site collection. Click Create to display the New Site Content Type page. You create the content type from this screen. Don’t worry. We’ll add columns to the content type in a second.
For now, assign a name to the content type. Because I’m going to leverage inheritance, I’m going to create my base accounting content type first so I’ll name this content type AccountingBase. You can add a description if you like, though it’s unnecessary. Since we’re going to use the content types we create in this example with documents that will be saved in SharePoint, choose Document Content Types as the parent content type group and Document as the parent content type. For future reference, I’m going to create a new group and call it Accounting.
Click OK to create the content type.
You are directed to the newly created content type’s configuration screen. We want to add columns to this content type to store metadata. Click Add from new site column.
The first column we’ll create is the VendorName column. Type this into the Column name box.
I want this column to be a Single line of text, so I’ll leave that selected. You can create a new group or choose to add this column to an existing group. When you’re satisfied with all other column settings, click OK.
You are directed back to the content type’s configuration screen. The VendorName column is now displayed in the Columns section. Repeat these steps to add the remaining columns. When completed, you’ll see all the columns you added in the Columns section.
Result! Now you’ve created a content type. Let’s go ahead and create another one. We’ll create the ARInvoice content type.
Click Site Settings from the breadcrumbs at the top of the page.
Click Site Content Types.
In the name column, type ARInvoice.
Now here’s where it’s different. Remember we added the AccountingBase content type to the Accounting group? And also remember we’re going to use inheritance to automatically grab columns and settings from the AccountingBase content type?
So in the parent content type from drop-down, choose Accounting. In the Parent Content Type drop-down choose AccountingBase. Go ahead and put this content type in the Accounting group using the Existing Group option. Don’t forget to assign a name.
You are directed to the ARInvoice content type page. Notice, though, the columns added to the AccountingBase content type are automatically added to the ARInvoice content type.
Now you can add the other two columns as before. Those two columns will be associated only with this content type.
You can now create the ARPurchaseOrder content type in the same fashion.
Check back soon for Part 3 of the series and be sure to ask any questions if you have them!