Resource Request – Content Type Example

In this article I would like to share a real-life scenario of using content types.

Resource Request

You are working as an IT Support Person.  The company employees need to raise various resource requests like:

  • Computer
  • Virtual Machine
  • Tablet

You need to also capture the configuration information from them, like:

  • Computer – CPU Cores, RAM, HDD Size, HDD Type, Users, Admin Users etc.
  • Virtual Machine – Domain, All Computer parameters
  • Tablet – Model, Storage etc.

Additionally, all these should be tracked along with following fields:

  • Status – Open, In Progress, Closed
  • Requester
  • Resolver
  • Created Date
  • Resolved Date

Content Type

The above scenario is good for content type.  We can also apply content type inheritance here.

Creation

Following is the list.

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Now go to the list > List Settings > Advanced Settings > Allow management of content types > Enable

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Now go to Site Settings > Site content types

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Following is the Computer content type inheriting from base content type.

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Following is the Virtual Machine content type inheriting from Computer.

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Following is the Tablet content type inheriting from base content type.

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Associate Content Types

Now go to the List > List Settings > Advanced Settings > Add Content Types

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Do not forget to remove the default Item content type from the list.

(Click on Item content type and choose Delete option)

Add New Item

Now try adding a new item to our Resource Request list.

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You are ready now to expose the list to employees.  They can generate new resource requests in a much easier way & the IT Support won’t miss any important parameters regarding the resource.

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Please note that unlike document libraries, the content type drop-down won’t appear in the new form Or along with the Create link.  You need to do certain JS or CSS customization to enable this.

References
http://technet.microsoft.com/en-us/library/cc262735%28v=office.15%29.aspx

Summary

In this article we have explored how to use content types in a Resource Request scenario.  Adding workflows / alerts would notify the IT Support people immediately.

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