Tuesday, January 10, 2012

Copying or Moving SharePoint Lists

Here are some helpful tips on how to copy or move SharePoint lists in MOSS 2007. There are two ways to accomplish this:

  1. By using list templates - This is only possible when you meet the following criteria: a) if the data you want to move/copy is less than 10MB; b) You must be a member of a site group with the Manage Lists right on the source site and on the destination site; and c:) The source site and the destination site must be based on the same site template

  2. By exporting a list to a spreadsheet

Copy or move a list by using a list template

First things first, make sure that the size of the list (if you will import the data as well) must not exceed 10MB, use the Site Settings > Site Administration > View Storage Space Allocations and filter with Document lists to check and locate the target list.

To create a list template, go to Documents and Lists and select the list. On the list, select Settings > List Settings and under Permissions and Management click on "Save list as template". Give it a name (filename and template name). Select the Include content check box to include the data. Hit OK. This will appear in your site collection list template gallery.

To view the site collection list template gallery, click on Site Actions > Site Settings > Modify All Site Settings. Under Galleries, select list templates.

If your sites are not in the same site collection, download the list template from the source site by clicking on the list and saving it on a network drive.

On the destination site open the list template gallery on the target site collection. In that page, click on upload and search for the list template you have saved earlier on a network drive.

To create a copy of the list, on the destination web site, click on Site Actions > Site Settings > Modify All Site Settings, under Site Administration click on Site libraries and lists. On that page select "Create New Content" and look for the list under Custom Lists.

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