building content types: 10 important things to consider
TRANSCRIPT
Building Content Types
10 Important Things to Consider
For the Reston SharePoint User GroupFebruary 6, 2017
Karen Dredske, SharePoint Consultant
Karen Dredske, SharePoint [email protected] cellphonehttp://linkedin.com/in/karendredske
Karen Dredske, SharePoint Consultant
I’ve worked here:
Some of the clients I’ve worked for:
Ten Things to Consider . . . 1. Purpose2. Existence3. Best Practice: NEVER change Out of the Box (OOTB) Content Types4. Inheritance5. Best Practice: Create Names WITHOUT Spaces6. Storage7. Architecture8. Permissions9. Governance10. Plan, Document and Train
Karen Dredske, SharePoint Consultant
It’s all in the Plan!
Karen Dredske, SharePoint Consultant
Content
Awesome Search
Custom AppsNeat Pages
Carousels
Purpose
Existence
Does the Content Type already exist?
Karen Dredske, SharePoint Consultant
Best Practice: NEVER change OOTB Content TypesWhy? Can be overwritten by an upgrade or service pack Default settings are your baseline for troubleshooting
Karen Dredske, SharePoint Consultant
Inheritance
OOTB Content Type (Parent) Custom Content Type (Child)
Customized Content Type (Grandchild) etc
Karen Dredske, SharePoint Consultant
Best Practice: Create Names WITHOUT Spaces Older versions of SharePoint (2010 and earlier) Search have issues
with spaces doing caml queries. Newer versions of SharePoint (Online) have character limitations and
a single “space” that we view is equivalent to 5 characters in code It’s easy to change the display name of a column or content type
Karen Dredske, SharePoint Consultant
Storage
Create a group that is easy to find
Store custom Content Types at the top of the list by utilizing a group name that begins with an underscore or a number.
Karen Dredske, SharePoint Consultant
Architecture
Does your implementation utilize a Content Type Hub?
Content Type Hub Site Collection
Site or Subsite List or Library
Karen Dredske, SharePoint Consultant
Permissions
Administrator Site Owner Contributor Visitor
Karen Dredske, SharePoint Consultant
Governance
Will your content type use choice columns? Will your content type use look up columns? Will your content type use managed metadata
columns?
Who is managing the data?
Karen Dredske, SharePoint Consultant
Karen Dredske, SharePoint Consultant
Plan, Document and Train
Use a Spreadsheet Learn how to read the path on lists and libraries
Karen Dredske, SharePoint [email protected] cellphonehttp://linkedin.com/in/karendredske
Slide deck will be uploaded to SlideShare this afternoon.
Karen Dredske, SharePoint Consultant