Forum Discussion

laceyk's avatar
laceyk
Brass Contributor
Apr 18, 2023

SharePoint Online - save as a site template

Hi, I have saved a SharePoint Online site as a template. I have selected all content. I have read that this includes the following: 

  1. Lists,
  2. List views,
  3. Data views,
  4. Libraries,
  5. Content Types,
  6. Workflows,
  7. Data source connection,
  8. Custom forms,
  9. Custom actions,
  10. Master pages,
  11. Navigation,
  12. Site Pages.

I have multiple libraries with document templates like this example. After importing the site all seems the same but the document templates do not open. It seems that these are now inactive. 

 

Has anyone else come across this? Is it a case that uploaded templates just do not copy across? I have also tried a migration software to copy the library across but the templates do no come with it. 

 

 

Document Library
SharePoint Online
    • laceyk's avatar
      laceyk
      Brass Contributor
      Apr 19, 2023
      thank you for responding. I did look at this link yesterday but it only says what not to do if it is a modern site. I still cannot figure out how to save it as a site template if the usual way is not supported.
  • ganeshsanap's avatar
    ganeshsanap
    MVP
    Apr 18, 2023

    laceyk Save site as a template functionality is not supported in SharePoint Online (modern sites). Maybe that's why you are facing this issue in SharePoint online. Did you check if it is working in classic experience as site templates are supported in classic sites only?

     

    Microsoft recommends that to use the new Site Templates for SharePoint Online environments.

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    • laceyk's avatar
      laceyk
      Brass Contributor
      Apr 19, 2023

      ganeshsanap Thank you for responding. I did read that it is not supported so this could be the reason. How do I save the site as a template then? I have read through the documentation and it only states what not to do with a modern site. 

      • ganeshsanap's avatar
        ganeshsanap
        MVP
        Apr 19, 2023

        laceyk Microsoft recommends doing it using PnP Provisioning engine. 

         

        Check this documentation: Introducing the PnP provisioning engine 

        Please click Mark as Best Response & Like if my post helped you to solve your issue. This will help others to find the correct solution easily. It also closes the item. If the post was useful in other ways, please consider giving it Like.

        For SharePoint/Power Platform blogs, visit: Ganesh Sanap Blogs