Copy or move a list by using a list template

You might need to copy or move a list and its data from one site to another for any number of reasons. For example, you can copy a list without the data to another site to use it as the basis of a new list on that site, or you can move several lists including their data from one site to another because you have changed to a new workgroup. The essential prerequisite task for copying and moving a list is to create a list template, which contains the list definition and optionally its data, in the list template gallery for the site. You can then copy or move a list between sites within a site collection and between sites in different site collections by using this list template.

 Important    Copying lists by using list templates requires site management permission.

What do you want to do?


Create a list template

Security   This step does not save any security settings that may have been applied to the list. Save this list template to a secure place so that it cannot be restored by someone who should not have access to this content.

  1. Navigate to the site containing the list for which you want to create a list template.
  2. In the ribbon, click the List tab, and then in the Settings section, click List Settings.
  3. In the Permissions and Management column, click Save list as template.

The Save as Template page appears.

  1. In the File Name box, type the file name to use for the template file.

 Note    Do not add a file extension to the file name. The .stp file extension is automatically added for you.

  1. In the Template name box, type the title that you want to appear in the list template gallery for this template.
  2. In the Template Description box, type a description for the template.
  3. Do one of the following:
  • To copy just the list definition, clear the Include Content check box.
  • To copy the list definition and all the data in the list, select the Include Content check box.
  1. Click OK.

The new list template is now available from the list template gallery.

 Note    By default, you can create a list template that contains up to 10 megabytes (MB) of content. However, an administrator can increase this size limit.

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Edit the list template properties

  1. Navigate to the top level site of the site collection for the site containing the list for which you want to edit the list template.
  2. On the Site Actions Site Actions Menu menu, click Site Settings.
  3. In the Galleries section, click List templates.

 Note    This option appears only to users who have the Manage Lists permission. Site owners have this permission by default.

The List Template Gallery page appears.

  1. Select the list template.
  2. In the ribbon, click the Documents tab, and then in the Manage section, click Edit Properties.
  3. Edit the Name, (Required), Title, or Description information that you want to change, and then click Save.

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Copy or move a list within a site collection

Do the following steps to copy or move a list from one site to another site within the same site collection.

Step 1: Create a list template

For step-by-step instructions, see Create a list template .

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Step 2: Create a new list based on the list template.

To copy or move a list, you create a new list based on the list template you created in Step 1: Create a list template.

  1. Navigate to the site where you want to create the list.
  2. Click Site Actions Site Actions Menu, click View All Site Content, and then click Create Create Button.

 Note    A site can be significantly modified in appearance and navigation. If you cannot locate an option, such as a command, button, or link, contact your administrator.

  1. Under Lists, select the list template created in Step 1: Create a list template.
  2. Type the Name for the list. Name is required.
    The name appears at the top of the list in most views, becomes part of the Web address for the list page, and appears in site navigation to help users to find the list. You can change the name of a list, but the Web address will remain the same.
  3. Type the Description for the list. Description is optional.
    The description appears below the name in most views. Some types of lists can receive content by e-mail. If you plan to enable the list to receive content by e-mail, you can add the e-mail address of the list to its description, so that people can easily find the e-mail address. You can change the description for a list.
  4. To add a link to this list on the Quick Launch, verify that Yes is selected in the Navigation section.
  5. If there is an E-mail section, your administrator has enabled lists on your site to receive content by e-mail. To enable people to add content to this list by sending e-mail, click Yes under Enable this list to receive e-mail. Then, in the Email address box, type the first part of the address that you want people to use for the list. This option is not available for all types of list.
  6. Click Create.

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Step 3: Delete the original list (Optional)

To move a list, you delete the original list that the list template was based on.

  1. Navigate to the site containing the original list for which the list template was based on, and that you want to delete.
  2. Click the name of the list on the Quick Launch, or click Site Actions, click View All Site Content, and then under the appropriate List section, click the name of the list.

 Note    A site can be significantly modified in appearance and navigation. If you cannot locate an option, such as a command, button, or link, contact your administrator.

  1. In the ribbon, click the List tab and then in the Settings group, click List Settings.
  2. Under Permissions and Management, click Delete this list, and then click OK.

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Copy or move a list between sites in different site collections

Do the following steps to copy or move a list between a source site and a destination site in different site collections.

Step 1: Create a list template

For step-by-step instructions, see Create a list template.

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Step 2: Download the list template as a file (.stp) from the list gallery of the source site

 Note    The following steps require that you have Write permissions to the folder or share on which you are downloading the list template file.

  1. Navigate to the top level site of the site collection for the source site that contains the list you want to copy or move.
  2. On the Site Actions menu Site Actions Menu, click Site Settings.
  3. In the Galleries section, click List templates.

 Note    This option appears only to users who have the Manage Lists permission. Site owners have this permission by default.

The List Template Gallery page appears.

  1. Select the list template that you want to download.
  2. In the ribbon, click the Documents tab, and then in the Copies section, click Download a Copy.
  3. In the File Download dialog box, click Save.
  4. In the Save As dialog box, specify the path and file name for the file that you are downloading, and then click Save.
  5. In the Download complete dialog box, click Close. Alternatively, you can click Open Folder to immediately see the file you just created in the folder that you specified.

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Step 3: Upload the list template file (.stp) to the list template gallery of the destination site

  1. Navigate to the top level site of the site collection for the destination site to which you want to copy or move the list.
  2. On the Site Actions menu Site Actions Menu, click Site Settings
  3. In the Galleries section, click List templates.

 Note    This option appears only to users who have the Manage Lists permission. Site owners have this permission by default.

The List Template Gallery page appears.

  1. In the ribbon, click the Documents tab, and then in the New section click Upload Document.
  2. The Upload Template: List Template Gallery page appears.
  3. Either type the path and file name (including the file extension) of the list template that you want to upload, or click Browse to select the file.
  4. Choose whether to overwrite the existing files. By default, the Overwrite existing file check box is selected.

 Note    If the Overwrite existing file check box is selected, a list template that is already stored in the list gallery and that has the same name as the file you are uploading will be overwritten. If you attempt to upload a list template that already exists in the content database and this check box is not selected, an error message will be displayed.

  1. Click Save.

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Step 4: Create a new list based on the list template.

To copy or move a list, you create a new list based on the list template you created in Step 1: Create a list template.

Navigate to the site where you want to create the list.

  1. Click Site Actions Site Actions Menu, click View All Site Content, and then click Create Create Button.

 Note    A site can be significantly modified in appearance and navigation. If you cannot locate an option, such as a command, button, or link, contact your administrator.

  1. Under Lists, select the list template created in Step 1: Create a list template.
  2. Type the Name for the list. Name is required.

The name appears at the top of the list in most views, becomes part of the Web address for the list page, and appears in site navigation to help users to find the list. You can change the name of a list, but the Web address will remain the same.

  1. Type the Description for the list. Description is optional.

The description appears below the name in most views. Some types of lists can receive content by e-mail. If you plan to enable the list to receive content by e-mail, you can add the e-mail address of the list to its description, so that people can easily find the e-mail address. You can change the description for a list.

  1. To add a link to this list on the Quick Launch, verify that Yes is selected in the Navigation section.
  2. If there is an E-mail section, your administrator has enabled lists on your site to receive content by e-mail. To enable people to add content to this list by sending e-mail, click Yes under Enable this list to receive e-mail. Then, in the Email address box, type the first part of the address that you want people to use for the list. This option is not available for all types of list.
  3. Click Create.

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Step 5: Delete the original list (Optional)

To move a list, you delete the original list that the list template was based on.

  1. Navigate to the site containing the original list for which the list template was based on, and that you want to delete.
  2. Click the name of the list on the Quick Launch, or click Site Actions, click View All Site Content, and then under the appropriate List section, click the name of the list.

 Note    A SharePoint site can be significantly modified in appearance and navigation. If you cannot locate an option, such as a command, button, or link, contact your administrator.

  1. In the ribbon, click the List tab and then in the Settings group, click List Settings.
  2. Under Permissions and Management, click Delete this list, and then click OK.

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Delete a list template

  1. Navigate to the top level site in the site collection containing the list template that you want to delete.
  2. On the Site Actions menuSite Actions Menu, click Site Settings.
  3. In the Galleries section, click List templates.

 Note    This option appears only to users who have the Manage Lists permission. Site owners have this permission by default.

  1. The List Template Gallery page appears.
  2. In the Edit column, click Edit icon for the list template that you want to delete.
  3. Click Delete Item, and then click OK to confirm.

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Applies to:
SharePoint Foundation 2010 , SharePoint Server 2010