{"id":8315,"date":"2021-08-16T17:04:33","date_gmt":"2021-08-16T16:04:33","guid":{"rendered":"https:\/\/www.markwilson.co.uk\/blog\/?p=8315"},"modified":"2021-08-16T17:22:51","modified_gmt":"2021-08-16T16:22:51","slug":"customising-the-new-button-on-a-sharepoint-document-library","status":"publish","type":"post","link":"https:\/\/www.markwilson.co.uk\/blog\/2021\/08\/customising-the-new-button-on-a-sharepoint-document-library.htm","title":{"rendered":"Customising the &#8220;New&#8221; button on a SharePoint document library"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Microsoft SharePoint gets a lot of bad press, but that&#8217;s largely down to organisations that use old versions &#8220;out of the box&#8221; and don&#8217;t try to make it work for them. Even worse, they don&#8217;t keep the platform up-to-date and wonder why their SharePoint 2010 intranet looks so old fashioned&#8230;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This post isn&#8217;t an advert for SharePoint. Sure, it has its foibles but it can also be pretty useful and it is not going away any time soon. In fact, SharePoint is a key workload in Office 365 and it underpins both Microsoft Teams and OneDrive for Business. So, let&#8217;s try to embrace it and make it work for us&#8230; to make life a little more simple.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One of the things we&#8217;ve had in place for a while now in risual Consulting is a custom New menu on the document library that contains our templates.   If I go to create a new document, what I see is this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.markwilson.co.uk\/blog\/images\/sharepoint-new-menu.png?resize=289%2C254&#038;ssl=1\" alt=\"\" width=\"289\" height=\"254\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Our menu has a selection of different document types, each with their own template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To set this up, all I have to do (as a site owner) is click the <strong>Edit New menu<\/strong> option and then select or re-order items: <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.markwilson.co.uk\/blog\/images\/sharepoint-new-menu-edit.png?resize=252%2C451&#038;ssl=1\" alt=\"\" width=\"252\" height=\"451\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To add new templates to the list, just use <strong>Add template<\/strong>. I&#8217;m not sure where SharePoint stores the templates, because they don&#8217;t appear in the list of documents in the library. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As I write this, I&#8217;m considering removing the capability from our team site&#8230; because new documents get created as Document1, Document2, etc. in the document library, and we have a much more precise naming convention to enforce, but it&#8217;s still a really useful feature that&#8217;s worth calling out.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There&#8217;s more information about <a href=\"https:\/\/support.microsoft.com\/en-gb\/office\/customize-the-navigation-on-your-sharepoint-site-3cd61ae7-a9ed-4e1e-bf6d-4655f0bf25ca\">customising the navigation on a SharePoint site<\/a> on the Microsoft website.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft SharePoint gets a lot of bad press, but that&#8217;s largely down to organisations that use old versions &#8220;out of the box&#8221; and don&#8217;t try to make it work for them. Even worse, they don&#8217;t keep the platform up-to-date and wonder why their SharePoint 2010 intranet looks so old fashioned&#8230; This post isn&#8217;t an advert &hellip; <a href=\"https:\/\/www.markwilson.co.uk\/blog\/2021\/08\/customising-the-new-button-on-a-sharepoint-document-library.htm\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Customising the &#8220;New&#8221; button on a SharePoint document library<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":8317,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[218],"tags":[93],"class_list":["post-8315","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-sharepoint"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Customising the &quot;New&quot; 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I'd been\u2026","rel":"","context":"In &quot;Technology&quot;","block_context":{"text":"Technology","link":"https:\/\/www.markwilson.co.uk\/blog\/topic\/technology"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":1036,"url":"https:\/\/www.markwilson.co.uk\/blog\/2008\/04\/groove-sharepoint-or-ocs-group-chat-which-works-for-you.htm","url_meta":{"origin":8315,"position":1},"title":"Groove, SharePoint or OCS Group Chat &#8211; which works for you?","author":"Mark Wilson","date":"Tuesday 8 April 2008","format":false,"excerpt":"Earlier today I was in an interesting session at the Microsoft UK user groups community day when Art Ho gave a presentation on group chat and discussion forums. What became apparent in Art's presentation is that Microsoft has a number of products which, on the face of it, offer similar\u2026","rel":"","context":"In \"Groove\"","block_context":{"text":"Groove","link":"https:\/\/www.markwilson.co.uk\/blog\/tag\/groove"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":513,"url":"https:\/\/www.markwilson.co.uk\/blog\/2004\/05\/understanding-and-developing-with.htm","url_meta":{"origin":8315,"position":2},"title":"Understanding and developing with SharePoint products and technologies","author":"Mark Wilson","date":"Thursday 6 May 2004","format":false,"excerpt":"I recently attended an event at Microsoft about understanding and developing with Microsoft SharePoint services. I should point out that I'm not a developer, so some of the development topics meant very little to me, but I have reproduced the bits I understand here anyway! The need for collaborative applications\u2026","rel":"","context":"In \"Microsoft SharePoint\"","block_context":{"text":"Microsoft SharePoint","link":"https:\/\/www.markwilson.co.uk\/blog\/tag\/sharepoint"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":905,"url":"https:\/\/www.markwilson.co.uk\/blog\/2007\/09\/where-does-sharepoint-store-its-data.htm","url_meta":{"origin":8315,"position":3},"title":"Where does SharePoint store its data?","author":"Mark Wilson","date":"Wednesday 26 September 2007","format":false,"excerpt":"One of the things that's always confused me about SharePoint is exactly where the data is held and I asked the question on my MOSS 2007 enterprise search course this week - this is what I found. For each shared service provider (SSP), SharePoint has three main locations for data\u2026","rel":"","context":"In \"Microsoft SharePoint\"","block_context":{"text":"Microsoft SharePoint","link":"https:\/\/www.markwilson.co.uk\/blog\/tag\/sharepoint"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":1484,"url":"https:\/\/www.markwilson.co.uk\/blog\/2009\/07\/linking-to-filtered-document-library-views-in-sharepoint.htm","url_meta":{"origin":8315,"position":4},"title":"Linking to filtered Document Library views in SharePoint","author":"Mark Wilson","date":"Friday 17 July 2009","format":false,"excerpt":"I've been doing a lot of work in SharePoint recently - nothing very technical, just Site Administrator stuff customising the basic SharePoint site structure to meet the requirements of my particular project. One of the things that my team wanted to do was to create a diagram with clickable links\u2026","rel":"","context":"In \"Microsoft SharePoint\"","block_context":{"text":"Microsoft SharePoint","link":"https:\/\/www.markwilson.co.uk\/blog\/tag\/sharepoint"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":1483,"url":"https:\/\/www.markwilson.co.uk\/blog\/2009\/07\/what-and-where-is-sharepoint-server-2009.htm","url_meta":{"origin":8315,"position":5},"title":"What (and where) is SharePoint Server 2009?","author":"Mark Wilson","date":"Friday 24 July 2009","format":false,"excerpt":"I came across an interesting dialog box last week whilst trying to connect to a Microsoft Office SharePoint Server 2007 site with the SharePoint Designer 2010 technical preview. The dialog told me that Microsoft Office SharePoint Designer 2007 is needed to work with older versions of SharePoint Server but interestingly\u2026","rel":"","context":"In \"Microsoft Office\"","block_context":{"text":"Microsoft Office","link":"https:\/\/www.markwilson.co.uk\/blog\/tag\/office"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/posts\/8315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/comments?post=8315"}],"version-history":[{"count":3,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/posts\/8315\/revisions"}],"predecessor-version":[{"id":8320,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/posts\/8315\/revisions\/8320"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/media\/8317"}],"wp:attachment":[{"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/media?parent=8315"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/categories?post=8315"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/tags?post=8315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}