Hi, New to sharepoint. My boss started working with a custom content type which is a combination of an expense form spreadsheet and 3 fields :title, description and total expenses. Total expenses is added so that a workflow associated with the list can route the spreadsheet to various people depending on how much money is involved. I created the content type and created a couple of records in the list before even dealing with the workflow. I found that after creating the first couple of records i was able to edit them and see the fields along with the spreadsheet. For some reason, after that, I edited the records and only saw the spreadsheet. I also found that each time I try to save a new record, it defaults to the same name, in this case expensereport1. Neither the list or the template is named that so I'm at a loss. Are there any rules for doing this kind of thing that I don't know about. I can live with renaming the records (documents) as I save them but losing the fields once the records are saved and opened for editing is a problem. Any advice would be appreciated. Fig000

Hi, Fig000 I try to follow your requirement, and would you please let us know what “spreadsheet” stands for? Did you mean edit the list in Datasheet View or export it to spreadsheet? Thanks for your understanding and explanation! Best Regards, Aaron