Document Library Template Issue
I am having an issue with Microsoft Office SharePoint Server 2007 SP2 that I was hoping to get some assistance with. I am using the document template functionality of SharePoint to generate form documents, but it is quite working as I expect. I have a document library with a template associated with it. In that document template, I have created several custom columns and then edited the document to insert the "Document Properties" into the document in specific places. I then use a workflow attached to another list (which itself is connected to an external application) so that when a new item is created in that list, it creates a new item in the document library with the template and I now have this automatically generated documentation (with the appropriate data). The problem is that in moving this document to another document library or anywhere off network, instead of seeing the actual metadata, I just see the references to the columns that contain that data. Is there any way (via native options or a little code - if necessary) to sort of "lock" those values in place so they become a permanent part of the document? Thank you in advance.
May 21st, 2010 5:31am

Hi, Did you mean infopath forms for your documents? If yes, try this: 1. Copy your document template from original document library to the destination library and set it as a template. 2. Moving your document to the destination library. 3. Open your form with notepad to edit href property and set its value to new template url. 4. Then try again. Or you can create new content type to use the same template in original and destination library. Hope it is helpful! Seven
Free Windows Admin Tool Kit Click here and download it now
May 24th, 2010 1:55pm

This doesn't resolve the issue of the references in the templates themselves. I ended up using a completely different method to generate the documents. Thank you for your help.
May 28th, 2010 6:53am

Hi, Could you please describe the general idea about your solution? The peolple who encounter this issue will get your helps.Seven
Free Windows Admin Tool Kit Click here and download it now
May 28th, 2010 8:24am

Certainly. What I ended up doing was creating some custom code that utilized the Word Object Model to grab a template (which I had populated with place holders where the data goes), take the data entered by the user, and then do a programmatic find and replace on the document (substituting the place holders for real data). Once that is complete it uploads the document to a specified SharePoint document library.
May 28th, 2010 7:23pm

This topic is archived. No further replies will be accepted.

Other recent topics Other recent topics