Privacy policy. You can create site templates to provide reusable lists, themes, layouts, or custom actions so that your users can quickly build new SharePoint sites with the features they need. This article describes how to build a simple site template that adds a SharePoint list for tracking customer orders.
You'll use the site template to create a new SharePoint site with the custom list. You'll learn how to use SharePoint PowerShell cmdlets to create site scripts and site templates. The corresponding REST calls are shown for reference in each step. A site script is a collection of actions that SharePoint runs when creating a new site.
Actions describe changes to apply to the new site, such as creating a new list or applying a theme. The actions are specified in a JSON script, which is a list of all actions to apply. When a script runs, SharePoint completes each action in the order listed. Each action is specified by the "verb" value in the JSON script. Also, actions can have subactions that are also "verb" values.
Other program files For most other programs, you can still store and manage the file in the library. But instead of directly creating the file from the document library, you can create the file in your program and then upload it to the library later. Blocked program files For security reasons, some program file types, such as. For more info, see Types of files that cannot be added to a list or library. Document Libraries You use a document library to store and manage many different file types, including documents, spreadsheets, presentations, text files, and other types of files.
A document library is often the most common location on a site where you can create, collect, update, and manage files with team members and share with other colleagues throughout your business or enterprise. You can use a document library as a general-purpose file repository, or you can use it for a specific purpose.
For example, a marketing team may have its own document library for planning materials, news releases, and publications. Form Libraries A form library provides a simple way for you to share and track XML-based forms that are used to gather information. The expense report form template is stored as the default file template in the form library. Each time someone creates an expense report, they open the template as a blank form, which contains the layout, fields, and calculations of the expense report.
When someone fills out the form, the expense report data and only the data is saved as an XML file in the form library. When a document or form library has a default file template, it is stored in the Forms folder of the library.
Open the library in File Explorer to see the Forms folder which contains the file template for the library. By default, a document library has a file template, called template. To specify a different template, you need to first create it in a program that is compatible with SharePoint, such as Word, and then save it to the Forms folder of a library.
Then, from the library, you specify the address of the custom template. By default, a form library comes with a placeholder file, called template. To create or customize a template in a form library, you can use an XML-based form design program that is compatible with SharePoint, such as InfoPath.
There can be additional advantages to using a form design program. For example, when you use InfoPath, you can do the following:. If no compatible program is installed, the form, if it is designed to open in the browser can open in the browser. If you want, you can specify that a form designed to open in a browser always opens in the browser.
You can change the default behavior in the Opening Documents in the Browser setting in the advanced settings of the library. If multiple content types are enabled and templates are specified for those content types, the library uses the templates that are specified by the content types, and not the default file template. In this case, if you want to customize the templates for the library, you must change the content types. For more information on content types, see Introduction to content types and content type publishing.
Note: A site can be significantly modified in appearance and navigation. If you cannot locate an option, such as a command, button, or link, contact your administrator. In the Name field, enter a name for the library. The library name is required.
The name appears at the top of the library page, becomes part of the address for the library page, and appears in navigational elements that help users to find and open the library. In the Description field, enter a description of the purpose of the library. The description is optional. The description appears at the top of the library page, underneath the name of the library.
But consider that including content could also increase the size of your template beyond the 50 MB site template limit. Most of the features in a site are included and supported by the template.
However, there are several features that are not supported. Supported Lists, libraries, external lists, data source connections, list views and data views, custom forms, workflows, content types, custom actions, navigation, site pages, master pages, modules, and web templates. Unsupported Customized permissions, running workflow instances, list item version history, workflow tasks associated with running workflows, people or group field values, taxonomy field values, publishing sites and pages, and stapled features.
When you create a site template, information about site features and content types is also saved. When you use the site template in a different site collection, those features must be available and activated for the site template to work. Problems can arise when moving between site templates from different SharePoint versions. Certain features and content types may not even be available depending on the SKU and configuration.
Saving a site as a template is a powerful feature because it offers so many uses of custom sites. Here are the immediate benefits you get from saving a site as a template:. Deploy solutions immediately Save and activate the template in the solutions gallery and let other employees create new sites from this template. They can select it, and then create a new site from it, which will inherit the components of the site, its structure, workflows, and more.
In short, just save the site as a template, activate it, and off you go. Portability In addition to deploying a custom solution in your environment, you can download the. All of your site customization is conveniently stored in one file. Extensibility As a Web Solution Package, you can open your customized site in Visual Studio, perform additional development customization to the template, and then deploy it to SharePoint. As a result, site development can go through a solution life cycle develop, stage, and put into production.
As you begin to create custom sites in SharePoint, you'll discover even more benefits to turning your site into a solution that can be made portable across the organization. When you save a site template, you create a Web Solution Package file. Only the current site is saved; not any subsites below the site. Click Settings and then click Site Settings. In the Site Actions section, click Save site as a template. Note: The Save site as a template option may not be available in all situations.
For more information, see the section Troubleshoot a custom site template below. Specify a name and description for the template in the Template name and Template description boxes. To include the content of the site in the site template, select the Include Content check box. The limit is 50 MB and cannot be changed.
Important: Before creating a site template that includes content, check the workflow history list for the site. If there are thousands of items in the list, it may take a long time to create the site template or you may exceed the limit of 50 MB. If all of the components on the site are valid, the template is created, and you see a message that states "Operation Completed Successfully. When you download your site template, you create a.
In the Web Designer Galleries section, click Solutions. If it's necessary to activate the solution, select it, and in the Commands group, click Activate. In the Save As dialog box, browse to the location where you want to save the solution, click Save , and then click Close.
You can upload a. To activate the solution, on the Activate Solution confirmation screen, in the Commands group, click Activate. After you create a site template and confirm it is activated, you can create a site based on the template.
There are several ways to create a new site or subsite. Volunteer center Provide a central hub for volunteers in your nonprofit organization to engage and access key information and resources for training, onboarding, upcoming events, and more. Showcase Spotlight a product, event, or team using visual content like images and video.
Topic Engage viewers with informative content like news, announcements, and events. Blank Create your own custom site starting with a blank home page. Event planning Coordinate and plan event details with your team. Project management Create a collaboration space for your team where you can access frequent tools, share project updates, post meeting notes, and upload team documents. Training and courses Prepare course participants and students for specific learning opportunities by sharing course resources, news, and events.
Training and development team Brainstorm and plan opportunities to help others learn and grow. Retail Management Unite retail managers, keep them informed, and provide access to popular resources. Team collaboration Manage projects, share content, and stay connected with your team.
Notes: In previous versions of SharePoint, site templates were called site designs but will be referred to as site templates moving forward.
Today, you cannot view template version history, but it will be included in future updates. Need more help? Expand your skills. Get new features first. Was this information helpful? Yes No. Thank you!
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