SharePoint 2007: The Definitive Guide

Managing List Templates

Earlier in this chapter, in the "Creating Lists" section, you read the exercise "Creating a List from a List Template." Building on that information, this section covers how to create and manage new list templates. Once you create one or more list templates, you can apply them on your site. You can also save a template on your local computer's hard drive and then upload it to a completely different SharePoint site or site collection.

Creating a List Template

1. Open the list you want to turn into a template, either by clicking the list's name in Quick Launch or clicking View All Site Content and then clicking the list's name.

2. Click Settings and select List Settings from the list.

3. In the "Permissions and Management" column, click "Save list as template."

4. On the "Save as Template" page, type a name for the list template in the File Name field.

5. Type a brief description of the list template in the Template Description field.

6. If you want to include the content of the list in the new list template, click the Include Content checkbox.

   Tip

   This option is grayed out in Figure 14-18 because there is no content in the list.

7. Click OK to create the template. See the "Creating a List Template" page in Figure 14-18.

8. When the Operation Successfully Completed page appears, click OK.

   Warning

   The original list's security settings are not saved to the template, so you will need to modify the template's settings immediately after creating it if you want to prevent unauthorized access. See ...