SharePoint  

SharePoint Content Types for Lists (Step-by-Step Guide)

Introduction 

List Content Types provide a reusable structure for managing list data by defining a set of metadata (columns). They ensure consistency, improve data quality, and simplify data management across multiple lists.

Why Use Content Types?  

  • Maintain same structure everywhere   

  • Avoid creating columns again and again   

  • Easy to manage and update   

  • Useful for Power Apps and automation   

Go to Content Type Settings  

  1. Open your SharePoint Site   

  1. Click Settings (βš™οΈ icon)   

  1. Click Site Information   

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  1. Select View all site settings   

  1. Click Site Content Types   

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You will now see the site content type gallery, listing all existing content types on this site 

Step 1: Create New Content Type  

  • In the Content Type Gallery, click on + Create content type 

Step 2: Enter Basic Details 

  • Name:  
    Enter a meaningful name  
    πŸ‘‰ Example: Expense Content Type   

  • Description (Optional):  
    Add a short description to explain the purpose  

Under Category, choose one of the following: 

Option A: Use Existing Category 

  • Select an existing group 

πŸ‘‰ Example: Custom Content Types 

Option B: Create New Category 

  • Select New category 

  • Enter a name 

πŸ‘‰ Example: Expense Content Type 

  • Select a specific parent content type such as β€œItem” (for list items) . 

  • Click on Create 

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Your newly created content type is now available in the Content Type Gallery and can be used across lists and libraries within the site and its subsites. 

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Add Site Columns to a SharePoint List Content Type 

After creating the content type, you can enhance it by adding existing site columns or creating new ones directly within the content type.

Steps:

Steps to Add Site Columns to a SharePoint List Content Type

  1. Select the content type you created (for example, Expense Content Type).

  2. On the content type page, click on + Add site column.

  3. Choose one of the following options:

    • Create a new site column

    • Add from existing site columns

  4. If you choose Create a new site column, follow these steps:

    • Enter the Column Name (for example, Expense Type).

    • Select a Category (either use an existing category like Custom Columns or create a new one).

    • Choose the Column Type (such as Choice, Single line of text, Number, Date and Time, Person, etc.).

    • Configure additional settings:

      • Set the column as Required or Optional

      • Add Default Values (if needed)

      • Define how choices are displayed (Dropdown, Radio buttons, etc.)

  5. Click Save to add the column to the content type.

  6. Repeat the same process to add all required columns.

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Behavior of Site Columns in Content Types

After saving, all the added site columns become part of the content type. These columns will automatically appear in any SharePoint list or library where this content type is applied.

Enable Content Type in a SharePoint List

By default, modern SharePoint lists do not display content type options until content type management is enabled.

Steps to Enable Content Type Management

  1. Open the target SharePoint list .

Click on the Settings (βš™οΈ icon) and select List settings .

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  1. Under General Settings, click on Advanced settings.

In the Content Types section, set Allow management of content types? to Yes.

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After enabling this option, a Content Types section will appear in the list settings, allowing the list to support multiple content types.

Add a Content Type to a SharePoint List

Once content type management is enabled, you can add your custom content type to the list.

Steps to Add Content Type

  1. Navigate to the list and open List settings.

  2. Under the Content Types section, click Add from existing site content types.

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  3. In the Select Content Types From dropdown, choose the appropriate category.

  4. Select your content type (e.g. Expense Content Type).

Click Add, then click OK.

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The selected content type will now appear in the list and be available for use.

Using Content Types in the Modern List View

  • Click on + New in the list.

  • If multiple content types are available, select your desired content type from the dropdown.

  • The form will display all the columns defined in that content type, along with default columns like Title.

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Display Content Type Columns in List Views

By default, the Content Type column may not be visible in the list view. You can enable it for better visibility and management.

Steps to Show Columns

  1. In the modern list view, click on any column dropdown.

  2. Select Column settings β†’ Show/hide columns.

  3. In the panel, check the columns you added through the content type.

  4. Optionally, reorder columns to adjust their position.

  5. Click Apply to save the view.

You can now filter or group items based on content type.

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Change Content Type Order and Set Default

If multiple content types are added to a list, you can control their order and define which one appears as the default.

Steps to Configure Order and Default

  1. Open the list and go to List settings.

  2. In the Content Types section, select Change new button order and default content type.

  3. On the configuration page:

    • Use the position dropdown to rearrange content types.

    • Check or uncheck Visible to show or hide content types.

    • Set the default content type by placing it at position 1 and keeping it visible.

  4. Click OK to save your changes.

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Final Behavior in the List

  • When users click + New, the default content type appears first.

  • Other content types are available in the dropdown menu based on the configured order.

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Conclusion

Content types in SharePoint lists provide a structured and efficient way to manage different types of data within a single list. By defining reusable columns, standardizing forms, and organizing information logically, content types help improve consistency, reduce duplication, and simplify data management.