In SharePoint 2013, you can easily add a library list to a form template by following these steps:
Set up a default file type when creating a library. Navigate to the site, select “Add an App,” choose “Document Library,” and select the default application file format from the Document Template dropdown.
Customize the default template of the library by navigating to the library’s settings, selecting “Library Settings,” and then selecting “Advanced settings.” Edit the default file template and make the desired changes.
Specify a custom file template by creating and saving a custom template in a program compatible with SharePoint, such as Word. Then, navigate to the site, open the Forms folder of the library, paste the custom template file, and specify its address in the Template URL field under the Document Template section of the library’s Advanced Settings.
Specify document library columns when designing or publishing a form template. In the form template, go to Form Options, click Property Promotion, and add, remove, or modify columns in the list.
When publishing the form template to a new or existing document library, select the desired library, and add, remove, or modify columns as needed.
Alternatively, you can create a site content type when publishing the form template, which allows for the reuse of information or the collection of data from many forms in a single place. Specify the content type name, location, and columns when prompted in the Publishing Wizard.
By following these steps, you can easily add a library list to a form template in SharePoint 2013.
Setting Up a Default File Type
To begin, you need to set up a default file type for your library. Follow these steps:
- Navigate to your SharePoint site and select “Add an App.”
- Choose “Document Library” and give it a name.
- In the “Document Template” dropdown, select the default application file format you want to use. This will determine the file type for all documents added to the library.
Once you’ve set up the default file type, any new documents added to the library will automatically use that file format. You can always change the file type for individual documents later if needed.
Here is an example table that showcases different file types and their corresponding default application:
Remember, setting up a default file type helps streamline the document creation process and ensures consistency across your library.
Customizing the Template and Managing Columns
Once you have set up the default file type, you can customize the template and manage the columns of the library. SharePoint 2013 provides several options to tailor the form template according to your specific needs.
Editing the Default File Template
To begin customizing the template, navigate to the library’s settings and select “Library Settings.” From there, choose “Advanced settings” to access the options for editing the default file template.
Within the Advanced settings, locate the “Edit Template” section and click on “Edit Template” to open the default file template in a program compatible with SharePoint, such as Word.
Make the desired changes to the template, including any formatting, layout, or content modifications. Save the modified template and return to the library settings. Your changes will now be applied to any new forms created using this template.
Specifying a Custom File Template
If you prefer to use a completely custom file template, you can create one using a program compatible with SharePoint, such as Word. Save the file as a template (.dotx) and navigate to the site where the library is located.
Open the “Forms” folder of the library and paste the custom template file into it. Now, return to the library’s Advanced Settings and scroll down to the Document Template section.
In the Template URL field, specify the address of the custom template file. This will make the custom template available in the library, allowing users to select it when creating new forms.
Managing Document Library Columns
To manage the columns of the library, go to the form template and access the Form Options. From there, click on “Property Promotion” to view and modify the document library columns.
You can add new columns to capture specific information, remove unnecessary columns, or modify existing columns’ settings. These columns will be displayed when users fill out the form based on the template.
|Add a Column
|1. In Property Promotion, click “Add” and fill in the required information.
2. Save the changes.
|Remove a Column
|1. In Property Promotion, select the column you want to remove.
2. Click “Remove” and confirm the deletion.
|Modify a Column
|1. In Property Promotion, select the column you want to modify.
2. Click “Modify” to adjust the settings, such as data type or display format.
3. Save the changes.
By following these steps, you can easily customize the template of the library and manage the columns, ensuring that your form template meets your specific requirements.
Creating a Site Content Type
Another option you have when publishing the form template is to create a site content type. This allows for the reuse of information or the collection of data from many forms in a single place. When prompted in the Publishing Wizard, you can specify the content type name, location, and columns.
To create a site content type, follow these steps:
- Navigate to the site where you want to create the content type.
- Open the Settings menu and select “Site settings.”
- Under “Web Designer Galleries,” choose “Site content types.”
- Click on the “Create” button at the top of the page.
- Enter a name for the content type in the “Name” field. Make sure it is descriptive and relevant to your form template.
- Choose the parent content type for your new content type. In this case, select “Document Content Types” if you are creating a form template for a document library.
- Click “OK” to create the content type.
Once you have created the content type, you can add it to your form template by following the instructions in the Publishing Wizard. Specify the location where you want the content type to be available, and select the columns you want to include.
By utilizing site content types, you can streamline the management and organization of your form templates in SharePoint 2013.