SharePoint 2016 Site Owners Advanced

Lesson 1 – Configuring Site Metadata

SharePoint 2016

restricted to HR employees who can use the list to organize employees by length of employment or distribute benefit information based on benefit level. You can view, create, and configure site content types from the site settings pages by selecting Site content types under the Web Designer Galleries group. You can configure the following options for a content type:

SETTING, ACTION, OR ASSOCIATION Name, description and group.

DESCRIPTION

The name and description of the content type and its intended use, as well as the group of content types it belongs to. For example, the document content type belongs to the Document Content Types group. Allows you to associate a template with the content type, specify whether the content type is read-only, and configure any child content types to inherit settings from this content type. Allows you to create a workflow and associate it with the content type. This is useful if you have workflows you wish to associate with specific types of content or data items. For example, if you have a workflow to capture and extract all task assignments for billing purposes, you can associate this workflow with the task's content type to make sure it is applied for any tasks defined by using the tasks content type. Allows you to name and describe the information management policy setting associated with the content type as well as create a policy statement that is displayed to end users. You can also enable and configure data retention, auditing, bar codes and labels. Retention and auditing settings are similar to site level settings expect that they are applied to the content type and will be enforced wherever the content type is used. For example, you might create a "Legal Document" content type and specify retention and auditing at the content type level to make sure all legal documents are consistently archived. Bar codes and labels are additional metadata and can be required in order to save the item. The document information panel is the list or document information that is displayed with the content type, such as size, date, and so on. You can use the defaults or create a new document information panel with Microsoft® InfoPath® and associate that document information panel here for use with the content type. Allows you to delete the content type.

Advanced settings

Workflow settings

Delete this site content type

Information management policy settings

Document information panel settings

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