Andrew Connell [MVP SharePoint]
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Managed Windows Shared Hosting

Ever tried to create a custom list template for a SharePoint 3.0-based site? Something you thought was likely to be not such a big task quickly turned in to a nightmare of XML and GUIDs, right? Creating custom list templates is not a trivial task... nor is it a terribly good story. It's pretty darn complicated and can be quite an undertaking. In fact, last year when Rob Bogue, Paul Andrew and I were coming up with the content ideas and reviewing the labs/webcasts for the Introduction to SharePoint for ASP.NET Developers campaign, one thing Rob and I were adamant about was zero coverage of list definitions/templates and site definitions/templates. Why? The goal was to bring ASP2 developers to the platform... not send them running away! These things are nasty and scary… avoid them at all costs… unless if you simplify things…

Most people I know stay away from list definitions... and I did for a while. But now I’m not so scared of them… I came up with an approach that simplifies things. My approach to building them really makes things simpler and easier. This follows the same theme I have for site definitions which I blogged about earlier last year. My take on site definitions can be boiled down to the following:

  • Copy Blank Site and give it a new name/ID... this is just a shell... nothing special in it (I like to remove the WSS 3.0 logo from the default page so it really is a Blank Site, not a Not So Blank Site).
  • Create Features and associated stapling Features, stapling to the new site def.
  • Now you have a site def you can change after creating sites with it (by activating/deactivating stapling Features) and it's easier to build in a modular fashion.

The point of this post is demonstrate how to create list definitions quickly without much hassle. Scared of schema.xml? Don't be... just ignore 95% of it! A few quick edits taking less than 2 minutes and you're good! OK... here it goes...

  1. Create content type(s) - I don't like adding columns to lists... I use content types for everything... and I mean EVERYTHING. Even if it is going to be used in just one list, I still use content types. Create these guys in a Feature for the most portability and reuse.
  2. Create list template in Feature element manifest - Nothing special here... your typical <ListTemplate /> node like the following:

    ListTemplate1

  3. Create the list template’s schema - Now for the nasty part everyone tries to avoid. Create a subfolder in your Feature with the name of the list. Now you need the list schema… here is where you are going to cheat and save time! Copy the schema.xml file from the OOTB Custom List template found in the Feature CustomList. Put that schema.xml file in your Feature, within the folder you just created.

    ListProject1

    Why use the schema.xml file from CustomList? Great question: because it is the most bare bones schema file out there… it has the absolute minimum stuff in it (ie: fields, content types & views) you need to implement a list. I like starting from it and making a few tweaks.
  4. Update list schema.xml – The worst part about creating custom list definitions is the schema.xml file. But, if you start from a template, ala CustomList, it’s much easier. Now… make the following edits to schema.xml:
    1. Change the list schema’s metadata – set the title of the list and it’s URL:

      ListSchema1
    2. Add & remove content types – remove all the existing content types listed in the schema and add back just the one(s) you created previously:

      ListSchema2
    3. Add the fields that will be in the list – next, you need to add all the fields that will be in the list… include all the fields on all the content types. Make sure to leave the two LinkTitle and LinkTitleNoMenu alone… those are the special ones we get in lists that hyperlink the list item to get the ECB menu or a link to the list item’s display page:

      ListSchema3
    4. Modify the <ViewFields> node for the two default views – for the two default views, search for the <ViewFields> node and add all the fields that should be shown in that view:

      ListSchema4
    But wait, what about those other views you want in your list? If you want to create them, go for it… but you do see all that CAML right? Forget it for now… I’ll come back to that topic…
  5. Now you can deploy it, but when testing I like to create an instance of the list template in the Feature deploying it (you can always remove it before deploying to production). There’s just one little trick when you create an instance of a list and you’re using content types, you need to do two things:
    1. First, you need to bind the content type to the list instance like this:

      ListInstance
    2. Second, you need to configure the list to enable the use of content types. Unfortunately you have to do this through the API as the Feature schema doesn’t provide this option. Best pace for this: in your FeatureActivated receiver method:

      FeatureReceiver

So now you’ve got a brand new custom list template in just mere minutes! But what if you want to have some custom list views? This isn’t so bad… instead of creating them from scratch, use an IDE: the browser! After creating the view using the browser, use a tool like SharePoint Manager 2007 to get the source of the view and manually add it back into your schema.xml file.

SPManager

Now, to test your view by deleting all instances of the test list, deactivate the Feature and uninstall it… remove all instances of it. Now, try it again. Using this process I’ve been able to create list templates complete with two or three complex views in less than 15 or 20 minutes. Not so bad eh?

posted on Sunday, February 08, 2009 9:13 AM

Feedback

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 10:17 AM butaji
Gravatar Hi! Usually i do another way:
1. Create instance of List in Sharepoint GUI
2. Tweak list settings, such as CTs, version etc
3. Generate List Template with "Microsoft SharePoint Developer Tools" and copy to my solution.
Dont you think that this way is really simple and quickly?

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 10:28 AM AC [MVP MOSS]
Gravatar Butaji-
That's another way to do it. I'm just not a fan of the VSeWSS (the Microsoft SharePoint Developer Tools) so I don't use the solution generator utility it comes with.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 10:31 AM butaji
Gravatar I also dont like work with VSeWSS, what do you think about this tool: http://www.codeplex.com/SPVisualDev

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 10:47 AM AC [MVP MOSS]
Gravatar Butaji-
Interesting... never seen this. Can't say much about it as all I've seen is the project homepage on the CodePlex site.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 1:19 PM TJSaynor
Gravatar Rather than using code in a feature receiver why don't you enable content types using the "EnableContentTypes" attribute of the list element in schema.xml?

In a recent project where I've done the above, no content type binding was necessary when creating the list instance. The definition contains all that is required.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 2:30 PM Bjørn Stærk
Gravatar I would actually suggest not using XML at all, unless you absolutely have to have full control over the views. Most of the time, you only want to add some fields. You can do that with code. Create a list from a standard template, then add columns to the list (and views) in code. This code can be called from a feature receiver, if you don't need more than one such list per web, (and with custom lists you often don't). Or you can replace the "create list" page, or add a custom action somewhere.

The benefit is that you're not adding thousands of lines of XML to your project, which you'll have to maintain in the future. You add just a few lines of code.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 2:37 PM Wictor
Gravatar Nice write-up Andrew.
I like to use the stsadm extension ocdexportlist to generate the schema.xml. It's a fast way to create the basics for you r lists.
Wrote about it earlier: http://www.wictorwilen.se/Post/How-to-reuse-your-list-definition-in-a-SharePoint-feature.aspx
/WW

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 2:54 PM AC [MVP MOSS]
Gravatar TJSaynor-
I wasn't even aware of that attribute... I'm surprised I didn't notice this nor have many others. Thanks for pointing it out... learn something every day!

Bjorn-
I disagree. While creating them through code may be nice, it's not terribly reuseable. How would you create multiple lists off the same template? I'd prefer the XML option.

Wictor-
Nice to see even more options!

# re: A Quicker Way to Create Custom SharePoint List Templates 2/8/2009 4:20 PM Bjørn Stærk
Gravatar "While creating them through code may be nice, it's not terribly reuseable. How would you create multiple lists off the same template? I'd prefer the XML option."

There's often no need for multiple lists per web. I've seen a many situations where a list template was created for lists that would never be used more than once per web or even site.

It all depends on the usage, of course. The point is to recognize that schema.xml is a large maintenance burden. It seems small, you're just adding a file and changing a few lines, but that file is huge, and it's with you forever. It may be worth it, but one should keep ones eye open for alternatives. Like creating the list in a feature receiver or from a customaction.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/9/2009 7:26 AM BinaryJam
Gravatar I use a combo of things.

I use the UI and Sharepoint Solution Generator, then I take the Schema.xml and edit that with setup path for forms.

Then of course some of my lists need lookups so I have to have code in a feature.

Horses for courses.

I don't find schema.xml a large maintenance problem thanks to Solution Generator, much of the time I tweak the list in the UI and then cut and past the changes in field and content type sections into the schema xml.

I think you have to find the right tool for the rigth job some times its code sometimes its XML, when it is XML solution generator can help you out no end.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/9/2009 9:04 AM Andy Spears
Gravatar Excelent article! Can you post the sample code for this feature?

# re: A Quicker Way to Create Custom SharePoint List Templates 2/9/2009 12:00 PM AC [MVP MOSS]
Gravatar BinaryJam-
I totally agree... find what works best for you and go from there.

Andy-
So these screenshots were a hodgepodge of a few different ones, but they work. I'm thinking about creating a screencast showing how fast it is using this process and including that, as well as the build VS project, as extra content later this week/next. Think that would be of value?

# re: A Quicker Way to Create Custom SharePoint List Templates 2/9/2009 8:40 PM Andy
Gravatar AC, a screencast would be a great benefit!

# re: A Quicker Way to Create Custom SharePoint List Templates 2/10/2009 1:34 PM Oskar Austegard
Gravatar I used to be in Bjørn's camp (maybe it's the Scandinavian approach?), staying as far away from the xml as possible. I do see the benefit at times however to have a template from which to create your list instance, but this does not need to be as difficult as Andrew suggests above. Check out my post on the topic and see for yourself: http://mo.notono.us/2009/02/moss-dreaded-schemaxml.html

# re: A Quicker Way to Create Custom SharePoint List Templates 2/10/2009 5:41 PM Jonathan Schuster
Gravatar Not that there's much that can be done in this version of SharePoint, but shouldn't there be a less verbose way to create default views? This definitely feels like getting around an issue that shouldn't have been there in the first place.

I struggled with this issue just a few weeks ago, and was astonished that it took so much code to just be able to say "I want to have these fields appear in the default view for this list". Something as seemingly simple as this task should be much easier to accomplish purely in code, without the use of clever tricks and large amounts of copy-and-pasting.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/17/2009 9:48 AM Oskar Austegard
Gravatar @Jonathan: There is - see http://mo.notono.us/2009/02/moss-dreaded-schemaxml.html

It's called the ViewStyle tag.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/23/2009 12:59 PM jared
Gravatar Thanks for the post, but isn't it missing a really, really big part? It doesn't tell how to create a content type.

"Add & remove content types – remove all the existing content types listed in the schema and add back just the one(s) you created previously:"

How do you create a content type? This seems like more than half the work.



# re: A Quicker Way to Create Custom SharePoint List Templates 2/23/2009 10:01 PM AC [MVP MOSS]
Gravatar Jared-
That wasn't the point of this post, but if you need help, check out this utility: http://andrewconnell.com/blog/articles/MossStsadmWcmCommands.aspx... or this http://andrewconnell.com/blog/archive/2007/09/16/6112.aspx... search and yee shall find. There's also stuff in the WSS SDK: http://msdn.microsoft.com/en-us/library/ms479905.aspx

# re: A Quicker Way to Create Custom SharePoint List Templates 2/24/2009 2:22 PM Jaymin patel
Gravatar AC, is it possible to associate a workflow with the list through a feature and create a view based on workflow status through feature?

Thanks in advance.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/24/2009 3:44 PM AC [MVP MOSS]
Gravatar Jaymin-
Not using the Feature schema, but you can do anything via custom code, so you can do it using a Feature receiver.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/24/2009 5:42 PM MOSSBUDDY
Gravatar Can we provision more than one instance of the Lists using the ListInstances? How do we do it?
Basically need to provision more than one list instance when the feature is activated, can we do it?

# re: A Quicker Way to Create Custom SharePoint List Templates 2/25/2009 6:56 AM AC [MVP MOSS]
Gravatar MOSSBUDDY-Just create another <ListInstance> node with a new name and ID.

# re: A Quicker Way to Create Custom SharePoint List Templates 2/25/2009 1:27 PM MossBuddy
Gravatar Thank you Andrew.

# re: A Quicker Way to Create Custom SharePoint List Templates 3/1/2009 1:10 PM Allen
Gravatar Hi Andrew,
Truely a life saver.

I've been struggling for a week with hand editing the list definition for a custom list only to continually receive the useless error "Failed to retrieve the list schema for feature..." in the logs.

I owe you a case of your favorite beverage!!

Cheers,
allen

# re: A Quicker Way to Create Custom SharePoint List Templates 3/10/2009 4:24 PM Frey
Gravatar Here is what I am troubling with, I have custom site defn, which provisions custom lists that has custom content types and a workflow. I now know it is not possible to associate the workflow in list defn or schema, so where should I put the code to associate the workflow to custom list?

Does the site provisioning handler execute after the site has provisioned, or if I put it there can it refer the custom lists in the site being provisioned?

I am using event receiver for the custom list now, but since it associating need to occur once, it is not the best way.

Thank you,

# re: A Quicker Way to Create Custom SharePoint List Templates 3/10/2009 5:01 PM AC [MVP MOSS]
Gravatar Frey-
The site provisioning provider should be the only thing that happens... the site should create nothing else. IOW, it should be used to create other sites, including the top level site. I recommend you read the site definition chapter in Ted Pattison's Inside WSS 3.0 book by MSPress.

# re: A Quicker Way to Create Custom SharePoint List Templates 3/13/2009 12:51 AM Schalk
Gravatar Hi Andrew
Great post.
One thing I struggle to understand is step 4 b, "Add & remove content types". Why does one have to do this and then still do step 5 a, "bind the content type to the list instance "?

I thought that by doing step 4 b the list definition should automaticly inlcude the content type when a list instance is created from it.

Sometimes things don't make sense, maybe understanding what's happening behind the scenes will help...

# re: A Quicker Way to Create Custom SharePoint List Templates 3/16/2009 3:49 AM Kunal
Gravatar To enable content types you can do it in Schema.xml file as well. The very first Node of List accepts attribute of:
EnableContentTypes="TRUE"

Hope this will help to avoid writing custom feature receiver. ;-)

# re: A Quicker Way to Create Custom SharePoint List Templates 3/16/2009 11:44 AM AC [MVP MOSS]
Gravatar Kunal-
Thanks... this was already covered in previous comments on this post.

# re: A Quicker Way to Create Custom SharePoint List Templates 3/16/2009 2:29 PM Donal
Gravatar Nice article Andrew. I've been trying to figure how to attach a workflow to a list when the list is created. I've seen a couple of examples that do it when a site is created (create the list of a known name, attach workflow); but do you know how to do it if the user creates a list/library from the UI?

# re: A Quicker Way to Create Custom SharePoint List Templates 3/18/2009 6:43 PM AC [MVP MOSS]
Gravatar Donal-
Nope... there's no way to automatically do that as there is no event when a list is created.

# re: A Quicker Way to Create Custom SharePoint List Templates 5/21/2009 4:19 AM Damien
Gravatar Instead of using a FeatureReceiver to enable content types, you can add EnableContentTypes=TRUE in the List element of the schema.xml.

# re: A Quicker Way to Create Custom SharePoint List Templates 6/24/2009 10:11 AM Frey
Gravatar Thanks a bunch Andrew!

Your blog is always worth to read, I was stuck on adding custom views, SPManager 2007 is very useful.

Thanks again!

# re: A Quicker Way to Create Custom SharePoint List Templates 9/3/2009 10:33 AM jim
Gravatar Thanks for the post andrew.

I used your process for the most part (started with doc library schema.xml; did not create a custom content type; simply added fields to the custom schema.xml) and was able to successfully install/activate the feature and create and instance of the list. However, when adding a new doc to the custom library or editing an existing one, the edit form does not display the custom fields that were defined in the custom schema.xml. Any idea how to get these to display?

Thanks

# re: A Quicker Way to Create Custom SharePoint List Templates 9/14/2009 9:26 AM Andrew
Gravatar Hi Andrew thanks for the tutorial
I'm currently creating a sharepoint list of my own on the company intranet. I'm just wondering if you know how to do something that was brought to my attention.
We're trying to create 2 lists, problem and solution.
Is there a way where if a new item is created in the Problem list, The same item will automatically be generated in the Solution list but with different permission settings so that only the developers can see.

# re: A Quicker Way to Create Custom SharePoint List Templates 9/15/2009 3:46 PM Graham
Gravatar In the List schema file, which property turns off searching in the schama.xml for a document library? It would be the equal to the "Advanced Settings" - "No" checkbox under "Search" in the document library.

# re: A Quicker Way to Create Custom SharePoint List Templates 9/15/2009 4:59 PM Graham
Gravatar Figured out my question: to hide the Search in the ListInstance NoCrawl="TRUE" sets it. thanks.

# re: A Quicker Way to Create Custom SharePoint List Templates 10/1/2009 3:23 PM Ted
Gravatar Hi AC:

This is exactly the method we went with on custom lists templates. We also have a declarative list instance that's part of the feature as well. Works great!

...Until we do content deployment. I'm running into a scenario where the content deployment job is migrating the content AND firing the feature which then populates the list with the list instance. So, if our "contributors" site has a list with A,B,C,D, the live site then ends up with a list of A,B,C,D,A,B,C,D.

Are list instanced just not the way to go here, or is there something else we're missing.

Thanks!

# re: A Quicker Way to Create Custom SharePoint List Templates 11/21/2009 4:24 AM Paul
Gravatar Hi.

Ihave got the above working just fine, however I also want to deploy a custom form page for the list in the same feature. I have added to file to the feature and can deploy the file to the Features folder in 12, however the file is never available.

Could you please point me in the right direction to any information that would help. I could do it using SPD but this is not really an option as I want to deploy the functionality as a feature.

Many thanks

# re: A Quicker Way to Create Custom SharePoint List Templates 12/3/2009 6:45 PM lesmantec
Gravatar Hi Andrew,
Nice write-up, but I have a few question.

When you have defined all the fields in the content type definition, why do you still need to add the fields in the List definition as in step 4c?

When you creates a List on SharePoint site, enables management of content type and then add the content type to the List, SharePoint automatically add all the content type's columns to the List instance created. Does it not automatically copy the column when you associate/bind the content type to the list on the List definition?

Thanks,
L

# re: A Quicker Way to Create Custom SharePoint List Templates 1/5/2010 2:12 PM Oskar Austegard
Gravatar @lesmantec - in short - yes. SP copies the content type definition to the list definition as an inherited content type specific to that list. All the fields are copied over as well.

Should you create the list using the API rather than in XML, this will happen automagically for you when you add the content type(s) to the list instance.

# re: A Quicker Way to Create Custom SharePoint List Templates 3/8/2010 5:52 AM iFunky
Gravatar Having just got into Sharepoint and finding customisation to be just plain painful this seems neat! All the other articles go on about CAML which looks nasty if you want to do just do some basic html rendering changes. Can you use the codeplex WSPBuilder at all for some of this?

# re: A Quicker Way to Create Custom SharePoint List Templates 5/5/2010 6:48 PM Veysel
Gravatar Thanks! the CustList\schema.xml trick worked wonders for me!

# re: A Quicker Way to Create Custom SharePoint List Templates 5/19/2010 4:50 AM Beat
Gravatar I struggle with a custom DocLib with Document Templates attached to it. My schema.xml is using ContentTypeRef element to refer to custom ContentTypes and the ContentType uses the DocumemtTemplate element to specify a site-relative path to a document template.

This works fine as long as i dont use managed path. In that case, the DocumentTemplate is not aware of the managed path and points to the root sitecollection. this means, if i dont have my ContentTypes on the root sitecollection, my ContentTypes within the managed path can't find the document template.

I tried to change the DocumentTemplate property of the ContentType with a FeatureReceiver but this only works for lists where the ContentType is added manualy, not my ListTemplates with refer to the ContentType using the ContentTypeRef element.

Anybody else came across this and found a solution for that?

# re: A Quicker Way to Create Custom SharePoint List Templates 8/2/2010 1:21 PM JulianneCAMPBELL28
Gravatar Do you understand that this is correct time to get the loans, which would help you.

# re: A Quicker Way to Create Custom SharePoint List Templates 8/30/2010 5:36 PM Sara
Gravatar Hi Andrew,

Is there a way to attach a workflow to the list using the features as you are listing them above? And then when you use the template the workflow is included?


Thanks so much in advance.

Sara

# re: A Quicker Way to Create Custom SharePoint List Templates 12/22/2010 12:58 AM Bhushan
Gravatar Hi,
Great Post

but what If I created just a List Template (using <ListTemplate Element) and not List Instance? and want to create List later using this template?

So, is there any way to create List programatically using our own created List Template?

reason why I dont want to create List Instance becuase , when you re-deploy your solution , then while deactivating features it removes your list instance and hence you end up with deleting list


# re: A Quicker Way to Create Custom SharePoint List Templates 12/22/2010 7:11 AM AC [MVP SharePoint]
Gravatar @Bhushan - First, the list won't be removed when you deactivate the feature. Data generally isn't removed when you deactivate. Second, That's what I'm demonstrating... adding a content type to a template & his schema. I do show the markup for attaching it to an instance, but that's just extra as the previous steps attach it to the list template. I usually box it to the template (if I want that) or just a custom list with an attached CT.

# re: A Quicker Way to Create Custom SharePoint List Templates 8/4/2011 5:25 AM Seve
Gravatar Hi Andrew,

One think I do not understand is that you use the SP Manager to get the views but not to the List schema.

Other point is that by creating list template from the UI and then saving the stp file, changing it to a cab so that the manifest can be restored from it. I believe you can just copy the entire list template from there already configured.

What do you think?

Cheers,
Seve

# re: A Quicker Way to Create Custom SharePoint List Templates 8/4/2011 7:21 AM AC [MVP SharePoint]
Gravatar @Seve - That's another option.

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