The functionality of saving a site as a template described in this article is only supported in SharePoint ServerSharePoint ServerSharePoint Server classic sites onlyand SharePoint Online classic sites only.
Learn how to design and build robust applications by using SharePoint site templates. You can design and build robust SharePoint applications that include a rich set of data sources, customer-facing views and forms, highly customized workflows, and more. Once you've built your business solution site, you can start to use it immediately in your SharePoint environment.
Or, you can turn your solution into a template and deploy it in another environment, make it available to users so they can create new sites from it, or hand it off for additional development in Visual Studio. SharePoint site templates are prebuilt definitions designed around a particular business need. You can use these templates as they are to create your own SharePoint site, and then customize the site as much as you want. In addition to the default templates, you can create your own site template based on a site you've created and customized.
This is a powerful feature that allows you to create a custom solution and then share that solution with your peers, the broader organization, or outside organizations. You can also package the site and open it in another environment or application such as Visual Studio and also customize it there. Turning your customized site or business solution into a template is an extremely useful and very powerful capability.
Once you start to package your solution as a template, you begin to realize the potential of SharePoint as a platform for business applications.
The site template option makes all of this possible. The solution that you create is stored in the solutions gallery for the SharePoint site collection. Once you save the template, a solution file. The WSP you create is a partial trust user solution that has the same declarative format as a full trust SharePoint solution. However, it does not support the full extent of feature element types that are supported by full trust solutions.
JungleDocs | Exporting SharePoint list items to Word
When you save a SharePoint site as a template, you're saving the overall framework of the site — its lists and libraries, views and forms, and workflows. In addition to these components, you can include the contents of the site in the template; for example, the documents stored in the document libraries.
This could be useful to provide sample content for users to get started with. Consider that this could also increase the size of your template beyond the default MB site template limit. Most of the objects in a site are included and supported by the template.
However, there are several objects and 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 pages and publishing sites, My Sites, stapled features, SharePoint Add-ins, and remote event receivers.
For publishing sites, you can use site definition templates. For more information, see Additional resources at the end of this topic.Creating a SharePoint Custom List and a Form
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. You can select it, and then create a new site from it, which will inherit the components of the site, its structure, workflows, and more. You don't need Visual Studio to create your solution, and you have to access the server directly and run server administrator commands.
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.Keep in touch and stay productive with Teams and Officeeven when you're working remotely.
A list in SharePoint is a collection of data that gives you and your co-workers a flexible way to organize information. Add columns for different types of data, such as text, currency, or multiple choice. Create views to display data effectively. Sort, group, format and filter lists to highlight the most important information.
A list can include people, links, pictures, dates, and more. Track history of a list item over time with versions and use Microsoft Flow to automate processes. Unlike SharePoint document libraries, lists are not created by default when you create a site. Add them wherever you need to. A list can take many forms that depend on the type of information you want to use and share.
Does your screen look different than the examples here? Your administrator may have classic experience set on the list, or you're using an earlier version. If so, see Introduction to lists. If you're a list owner, site owner, or administrator, see Switch the default experience for lists or document libraries from new or classic for the steps to set the default experience. Some features are currently only available in classic experience.
Select Return to classic SharePoint in the bottom, left corner of the page to switch to classic experience. See Create a list in SharePoint for more info. Once your list is created, add columns for your content. When you use a custom list, you can create custom views based on different filters or sort orders to highlight the data in various ways, all using the same data.
At the top right of the list page, you can change the list view from the View options dropdown to one of your custom views. Save a custom view by selecting Save view as. Microsoft PowerApps is a service for building custom business apps that connect to your data and work across the web and mobile - without the time and expense of custom software development.
See Introducing Microsoft PowerApps for more information. You can also use Microsoft Flow to automate workflows between your apps and services to get notifications, synchronize files, collect data and other tasks.
See Get started with Microsoft Flow for a quick overview. If you're working with a team, you can create alerts on your list and data to receive notifications when something has changed. In the information pane you can view and edit information about an item, such as properties, recent activity, or how it is shared. To show or hide the information pane, select a file or folder and click Open the details pane on the right-hand side of the main menu. You can also view the information pane by right-clicking a file or folder and selecting Details.
To close the details window, click Open the details pane again. The menu at the top left of the list changes with the context of the list.
If nothing is selected, you'll see actions you can do with the list, like export to Excel or create a new list item. When you select a list item, the menu changes to actions you can perform on that item.
If you select more than one item, it changes again. If you see ellipses You can see another version of the list menu by right-clicking the file name or, if in Details or All items view, by clicking the ellipses This menu contains additional selections such as setting an alert or in SharePoint Online, creating a new PowerApp. Here are some links to articles to help you get going. Create a list in SharePoint.Applies to JungleDocs for Office For a similar tutorial for JungleDocs for SharePointclick here.
In this example case, you will learn how to create sales quotes with JungleDocs for Office You will do this by automatically exporting SharePoint list item metadata into a Word document. In this tutorial, our goal is to make it easier for people in our organization to create sales quotes for potential clients. Once everything's set up, our employees will no longer have to copy and paste data from old to new documents.
Instead, they will be able to simply select the company, the product, and JungleDocs for Office will generate the quote. To be more specific, we want to be able to automatically export selected item metadata from the below list into a Word document. Once we have achieved this, it will make it easier for employees to quickly create documents, without mistakes.
Let's get started. To start we will have to create a document library for our newly created sales quotes. We will add columns for the documents' metadata to this library. This will make it easier to keep the data throughout your documents and Office environment uniform. Now that we have created a document library, containing the columns we want to use the metadata of, we can move on to the next step: creating the document template.
Now we will create a template for our new sales quote. First, we only insert static content. Static content is content that is always there and does not change.
The image below shows us our sales quote with all of its static information. As we will later want to let JungleDocs populate the template with data from the Products list, we will add a table for this with two rows. In the image below this is the table with Product, Platform, Description and Price fields. To follow each step yourself, you can download this document here.
We will now insert content controls to let JungleDocs for Office know what spaces should be filled with metadata from your Office environment. Select the table and open the Developer tab, and insert a Rich Text content control.
Learn more about inserting content controls here. Now we will add new content controls in each column, directing to the SharePoint column we want to be targeted. Now you will add a few more content controls that will function as placeholders for metadata that will be added at the last step of document creation.
These are things such as the company and the quote number. You will then be able to simply select the company name when running a Report rule, and JungleDocs for Office will insert the company data in the quote. This will make it easier to manage templates and to be sure they won't be deleted by accident if a certain project gets deleted. Now go to the document library where you want your documents to be stored and open JungleDocs from the ribbon.
Go to the SharePoint library where you want your documents to be saved, and open JungleDocs for Office On the Reports tab, click New rule.This is work that could be done for you.
With JungleDocs you can export a list view, or any selected items, using one and the same configured Word template. And why wouldn't you do this? In this tutorial, you will learn how to export SharePoint list items to Word and how to make these documents look nice. To start, launch JungleDocs from the ribbon and navigate to the "Reports" tab.
Now that you know how the feature works, we can start looking at how you can make the documents look more attractive. Now let's make the result look more attractive.
You can choose to either change the default rule's template, or create a new rule with a new template. Choose "Custom template" and press "Enable template management" to get access to the template.
Now specify the rule's parameters, and then specify the template location, or upload a new one.
What is a list in SharePoint?
The configuration of the template should be the same in both instances. Insert title, headers and footers, and any other information you may need. When this is added, you should see the area around the table and icon. Press on the placeholder icon to select it, then press 'Properties' in the Developer tab. Place this function name in the Title and Tag fields. Your prepared template should look something like in the image below. Still need help? Contact Us Contact Us. The result would look like the image below: Customizing Word templates Now that you know how the feature works, we can start looking at how you can make the documents look more attractive.
Changing the default rule's template 1. Select "Edit Report Rule" of the existing, default template. Create a new rule with the new template 1. Select "New Report rule". Template configuration The configuration of the template should be the same in both instances.
We don't mind creating a custom web part if that's what it requires. It is very easy to create a control or a web part and place it on the page. I've done similar things and it's very easy. Copy that class and reference the OpenXML assemblies and modify to suit your needs.
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Export list to Word Ask Question. Asked 8 years, 7 months ago. Active 8 years, 2 months ago. Viewed 4k times. Thank you for your guidance. Alex C. Alex C Alex C 4, 18 18 gold badges 76 76 silver badges bronze badges. Active Oldest Votes.
Import, link, or move data to SharePoint
Thanks, Wictor. You make it sound so easy. As a SharePoint newbie, a detailed article on this would be great : Also, is it possible to make the button a part of the list actions?
Yea, you could attach it to the ribbon. Yes, it's a starter. Make sure you read what Eric White ericwhite.
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Related 2. Hot Network Questions. Question feed.Is there a way to use Flow to take information from a list in SharePoint and insert it into a word document? For example, I am creating a list in SharePoint for Onboarding. The idea is for HR to fill out their portion containing information on the new hire, and when an offer is accepted, I receive a notification to start working on the set up of their user accounts and device. With this being said, I would like to have specific columns only from the list upload into a word document that I can give to the new hire on their first day containing login credentials, phone numbers etc.
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View All. Top Solution Authors. User Count. Top Kudoed Authors. Users online 3, Top Tags.Applies to JungleDocs for SharePoint For a similar tutorial for JungleDocs for Officeclick here.
With JungleDocs you can export the whole SharePoint list view, or only the selected items, into a Word document using a pre-configured Word template. It's quicker than copying and pasting and gives you a lot more control over document style than default Excel reports. Now, we open JungleDocs from the ribbon and navigate to the Reports tab. From here, we run the default Export list to Word rule, which requires no previous configuration.
Let's take a look at how you can automatically add some formatting to reports to make them more stylish. There are two ways to go about this: either to change the default template or to create a new rule with a new template. Under Document templateselect Custom templatethen click Edit template. Under Document templateselect Custom templatethen select Manage custom template.
Creating a new rule is recommended if you are storing all document templates in one place. You could use the same report template in other lists, too. Still need help? Contact Us Contact Us. Example For this tutorial, we will take the Contacts list as an example. And here's the result: Template customization Let's take a look at how you can automatically add some formatting to reports to make them more stylish. To modify the default template 1.
Click on the rule drop-down menu arrow, then click Edit Report Rule. Edit the template and save the changes. To create a new rule with a new template 1. Note Creating a new rule is recommended if you are storing all document templates in one place.
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