SharePoint 2010 - Create List Definition and Instance

In this article we will see how to create a List Definition using:

1. SharePoint user interface
2. Visual Studio 2010

Why we need List Definitions?

We need to have List Definitions for creating multiple list instances from it. This is the best way if we are dealing with capturing data of the same column types.

The built-in list definitions of SharePoint serve the same purpose. Example: Contact List, Task List etc. Similarly depending on your project domain it might be a good idea to turn common list formats into list definitions so that you can create multiple instances easily.

For example: a Computer Configuration list definition could be created for later creation of actual lists like Desktops and Laptops.

Scenario

In this example we are trying to capture a Computer Configuration list definition. The following are the field information it should contain:

Field	Description
Manufacturer	Text Field
Model	Text Field
CPU Make	Choice Field with values of Intel, AMD, Other
CPU Speed	Number Field with Speed in GHz
RAM Size	Number Field with Size in GB
Price	Number Field representing Price
Description	More information on the other peripherals

Solution 1: Creating List Definition using SharePoint user interface

Step 1: Create a new List

Open a SharePoint site and create a new list named Desktops. You can start with a Custom list.

The following are the list columns after creation:

The following is the List in Default View:

Step 2: Template the List

Now we can proceed with creation of a List Definition using the List Template feature of SharePoint. Go to List Settings and click on the Save list as a template link.

In the dialog that appears, enter the name of the template; for example: Computer Configuration Template.

You can leave the checkbox Include Content as unchecked. Click the OK button after entering the details. You will get the following message:



Step 3: Visit the Gallery

The newly created template is stored inside the gallery. Clicking the link from the above screen, you can view it.

You can also access the list template gallery from: Site Actions > Site Settings > Galleries

Step 4: Create a new List from a Template

Now we are ready to test the above template. Try creating a new List (Lists > Create) and in the selection dialog you will see the new template as shown below:

Now you can create multiple list instances from this template. You can also upload this template to another SharePoint site for creating list instances using it.

Solution 2: Creating List Definition using Visual Studio 2010

For proceeding with this part you need the SharePoint Developer Tools for Visual Studio 2010. I hope you already have this installed; else you can download it from here.

Step 1: Create the Project

Open Visual Studio and create a new project from the List Definition template:

In the next page select the farm solution option:

In the next page enter the details as shown below and click the Finish button.

Please note that you need to derive it from a Custom List since we are going to create custom columns for the List Definition.

Now inside the Solution Explorer you can rename the List Definition name to ComputerConfiguration.



About the XML files

As you can see there are 2 XML files for the List Definition:

• Elements.xml
• Schema.xml

The Elements.xml contains general information about the List Definition like the Name, Description, Quick Launch etc. The Schema.xml as the name implies contains the actual metadata information about the List Definition.

The following is the XML content of Elements.xml:

<?xml version="1.0" encoding="utf-8"?>

<Elements xmlns="http://schemas.microsoft.com/sharepoint/">

    <!-- Do not change the value of the Name attribute below. If it does not match the folder name of the List Definition project item, an error will occur when the project is run. -->

    <ListTemplate

        Name="ComputerConfiguration"

        Type="10000"

        BaseType="0"

        OnQuickLaunch="TRUE"

        SecurityBits="11"

        Sequence="410"

        DisplayName="Computer Configuration"

        Description="Computer Configuration"

        Image="/_layouts/images/itgen.png"/>

</Elements>

You can modify the above List Definition to change the Display Name and Description.

Step 2: Create the Fields for List Definition

The field information for the List is already mentioned in the beginning of the article. Please have a look at it before we proceed.

Field and FieldRef

For adding a List Definition we must use the following tags:

• Field

• FieldRef

The Field tag is used to represent new field information like the Name, Display Name, ID, Type etc. The FieldRef tag is used to refer to an existing field using the name.

Open the Schema.xml and add the following fields:
 

<Fields>

  <Field ID="{24B3F6C1-B75B-4821-A466-C1E979B87B81}" Name="Manufacturer" DisplayName="Manufacturer" Type="Text" Required="TRUE"/>

  <Field ID="{24B3F6C1-B75B-4821-A466-C1E979B87B82}" Name="Model" DisplayName="Model" Type="Text" Required="TRUE"/>

  <Field ID="{24B3F6C1-B75B-4821-A466-C1E979B87B83}" Name="CPUMake" DisplayName="CPU Make" Type="Choice" Required="TRUE">

    <CHOICES>

      <CHOICE>Intel</CHOICE>

      <CHOICE>AMD</CHOICE>

      <CHOICE>Other</CHOICE>

    </CHOICES>

  </Field>

  <Field ID="{24B3F6C1-B75B-4821-A466-C1E979B87B84}" Name="CPUSpeed" DisplayName="CPU Speed (GHz)" Type="Number"/>

  <Field ID="{24B3F6C1-B75B-4821-A466-C1E979B87B85}" Name="RAMSize" DisplayName="RAM Size (GB)" Type="Number"/>

  <Field ID="{24B3F6C1-B75B-4821-A466-C1E979B87B86}" Name="Price" DisplayName="Price" Type="Number"/>

  <Field ID="{24B3F6C1-B75B-4821-A466-C1E979B87B87}" Name="Description" DisplayName="Description" Type="Number"/>

</Fields>

Note: You can refer to the source code attached to this article.

The Choice field type is used to create a drop-down list in the runtime. More field types can be found in the References link.

Step 3: Try a Test Deployment

Now you can build the project and if it succeeds, try deploying it. Once deployed, try opening the SharePoint site and create a new list. In the templates dialog you can see our Computer Configuration item.



You can try creating a Test Instance from it. You will notice the following:

• In the items view there is only one column

• In the new item dialog there is only one column

Where are the Fields we added?

So now I must confess that until now we have only created fields. We need to add the Field Reference to the appropriate sections to see the required columns.

Please note that there could be 50 fields in a list and we can show only the required 5 fields in the view. We can make other calculated / auto assigned fields hidden in the new/edit dialogs as well.

Step 4: Add Fields to the View

Now we can add the required fields to the View of the list instance:

• Manufacturer

• Model

• CPU Make

• Price

To achieve this, we need to use the FieldRef tag as shown below:
 

<View BaseViewID="1" Type="HTML" WebPartZoneID="Main" DisplayName="$Resources:core,objectiv_schema_mwsidcamlidC24;" DefaultView="TRUE" MobileView="TRUE" MobileDefaultView="TRUE" SetupPath="pages\viewpage.aspx" ImageUrl="/_layouts/images/generic.png" Url="AllItems.aspx">

        <Toolbar Type="Standard" />

        <XslLink Default="TRUE">main.xsl</XslLink>

        <RowLimit Paged="TRUE">30</RowLimit>

        <ViewFields>

          <FieldRef Name="Model"></FieldRef>

          <FieldRef Name="CPUMake"></FieldRef>

          <FieldRef Name="Price"></FieldRef>

        </ViewFields>

Please add the section highlighted in bold inside the View with a BaseViewID of 1.

Now build the project and deploy it. Go to the SharePoint site and refresh the list we have created. You can see that the above 3 fields are displayed.



References

MSDN Walkthrough
Field Types in SharePoint

Summary

In this article we have explored how to create a List Definition and a List Instance using the SharePoint user interface and Visual Studio 2010. The attachment contains the source code we have discussed.