SharePoint 2010 – Saving a Custom List as a Template and creating new lists in Template Gallery

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SharePoint 2010 – Saving a Custom List as a Template and creating new lists in Template Gallery

Like This Blog 11 Spike Xavier
Added by May 14, 2012

Recently a SharePoint 2010 student asked me to demonstrate saving a custom list as a template and then using this template to create a new list. This blog is to answer that request. As usual I will be doing this from the top level site in a site collection so that any list or library in any site within this site collection will have access to it.

I will create a simple custom list and then save it as a template. This will cause the list template to be saved in the List Templates Gallery which exists in the top level site of my site collection.

Let's begin to Create the Custom List in SharePoint 2010

SharePoint 2010 Create The Custom List

From the top level site of a site collection
I CLICK SITE ACTIONS > MORE OPTIONS

Choose Custom List and Create

SharePoint 2010 Choose-Custom-List-and-Create

I FILTER BY BLANK & CUSTOM, CHOOSE CUSTOM LIST, ADD THE NAME OF THE LIST, AND CLICK CREATE

Create Columns

SharePoint 2010 Create Columns image

I CLICK CREATE COLUMN
In this example, I will be using a custom list column, however in many situations, I would choose list settings and then add from existing site column(s) in the event I wanted to use site columns.

Fill Out List Column Form

SharePoint 2010 Fill Out List Column Form image

I CALL THE COLUMN CATEGORY, SELECT CHOICE AS THE DATA TYPE, AND ADD MY CHOICES – MILD, SPICY, HOT, AND ON FIRE
I then scroll down and click OK (NOT SHOWN)

Click List Settings

SharePoint 2010 click list settings image

I CLICK LIST SETTINGS

Save list as template

SharePoint 2010 Save As Template image

I CLICK SAVE LIST AS TEMPLATE

Fill out List Template Form

SharePoint 2010 Fill Out List Template Form image

I FILL OUT THE SAVE AS TEMPLATE FORM AS SHOWN AND CLICK OK
I do not click Include Content because there are no items in the list

Operation Completed Successfully

SharePoint 2010 Operation Completed Sucessfully image

I READ THE MESSAGE AND INSTEAD OF CLICKING OK I CLICK THE LIST TEMPLATE GALLERY LINK

The List Template Gallery

SharePoint 2010 The List Template Gallery image

I CLICK THE WORD RECIPES

Notice The .STP file extension

SharePoint 2010 .STP file extension image

Notice the .stp file extension. If I wanted to I could save this and use it in another site collection.

Create a list from the Template

SharePoint 2010 Create a List From The Template image

I CHOOSE SITE ACTIONS > MORE OPTIONS

Select Recipes Template

SharePoint 2010 Select Recipes Template image

I FILTER BY BLANK & CUSTOM, SELECT RECIPES AND FILL OUT THE FORM AS SHOWN THEN CLICK CREATE
This will create a new list based on the template of Recipes.

Notice the columns, click Add New Item

SharePoint 2010 Notice The Columns Click Add New Item image

I NOTICE THE COLUMNS OF TITLE AND CATEGORY AND I CLICK ADD NEW ITEM

 

Fill out the form

SharePoint 2010 Fill Out Form image

I FILL OUT FORM AND CLICK SAVE IF I WANT TO CREATE A NEW LIST ITEM
That's how you create a custom list template in SharePoint 2010 and then use it to create a new list. This is a great time saver and helps with data consistency. If this were a subsite, you would follow the same steps once the new list template has been saved to the List Template Gallery at the top level site of the site collection.

Enjoy!
Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

 

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