Reusing a SharePoint list or library

As you probably know there are different kinds of Lists and Libraries available in SharePoint (WSS 3.0 or MOSS 2007). This table shows an overview of available lists and libraries for MOSS 2007 Enterprise.

Libraries Communications Tracking Custom Lists Web Pages
Document Library Announcements Links Custom List Basic Page
Form Library Contacts Calendar Custom List in Datasheet View Web Part Page
Wiki Page Library Discussion Board Tasks KPI List Sites and Workspaces
Picture Library Project Tasks Import Spreadsheet
Data Connection Library Issue Tracking
Translation Management Library Survey
Slide Library
Report Library

You can easily reuse a List or Library, with or without its content. For instance, you have created a survey and you would like to re-use that survey (maybe several times a year, but this doesn’t really matter, you just want to reuse it) without having to input all questions and eventually branching again. The same thing may apply when you Webcast want to reuse a Document Library or a List with several columns.

It’s quite easy to reuse a list. In the following procedure you will see some screenshot how you can do that. I have also created a Webcast about reusing a list or library in SharePoint 2007.

This is my initial setup:

I have a survey called: Users satisfaction.
In this survey there are several questions, and some questions are branched. (This means that depending on your answer, you well go to a specific question instead of the next question)

  • The first thing you need to do is save the List/Library as a template

052010_1158_Reusingalis1

Save survey as template

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  • To create a new List/Library based on this template: Click on View all Site Content and then create and select your Template.

052010_1158_Reusingalis4

When you want to delete a list template, you can browse to the List Template Gallery http://servername/Sitename/_catalogs/lt/Forms/AllItems.aspx

As you probably know there are different kinds of Lists and Libraries available in SharePoint (WSS 3.0 or MOSS 2007). This overview shows the available lists and libraries for MOSS 2007 Enterprise.

Libraries Communications Tracking Custom Lists Web Pages
Document Library Announcements Links Custom List Basic Page
Form Library Contacts Calendar Custom List in Datasheet View Web Part Page
Wiki Page Library Discussion Board Tasks KPI List Sites and Workspaces
Picture Library Project Tasks Import Spreadsheet
Data Connection Library Issue Tracking
Translation Management Library Survey
Slide Library
Report Library

You can easily reuse a List or Library, with or without its content. For instance, you have created a survey and you would like to re-use that survey (maybe several times a year, but this doesn’t really matter, you just want to reuse it) without having to input all questions and eventually branching again. The same thing may apply when you Webcast want to reuse a Document Library or a List with several columns.

It’s quite easy to reuse a list. In the following procedure you will see some screenshot how you can do that. I have also created a Webcast.

LINK HERE

This is my initial setup:

I have a survey called: Users satisfaction.

In this survey there are several questions, and some questions are branched. (This means that depending on your answer, you well go to a specific question instead of the next question)

  • The first thing you need to do is save the List/Library as a template

052010_1158_Reusingalis1

clip_image002

052010_1158_Reusingalis3

  • To create a new List/Library based on this template: Click on View all Site Content and then create and select your Template.

052010_1158_Reusingalis4

About Patrick Sledz

Patrick works as a consultant. He assists organizations to deliver SharePoint business value and create the awareness in these organizations that only a strong technical team is not sufficient to deliver this added value.

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  • I was wondering if you can help me. Is there a way to show my tasks on every site page when using the user task web part? At the moment I have to create a new task on each site page.

  • Ryan Jarrett

    After saving a survey as a template, when we create a new survey using that template we can not see new questions that are added. Using SharePoint Manager we can see that the field gets added to the list, but not the content type. Any help would be appreciated.

  • mitchell

    Finally a help document that worked! I created the template, but then could not figure out how to find and use it. DONE!