Store file as Cont Type 'x' - used as a template; opened elsewhere to be saved as Cont Type 'y': can't make it smooth for end user
Hi - I'm using SP2007; Mossadmin V 12;
I found
this post quite helpful - however, I have an extra CT layer that is causing me some grief.
I have a centalised template storage library.
The CT here is 'Controlled Document'; the requirement is two layers of approval, version control, alerts and basic I.M. auditing: to ensure the SOURCE template is most current. Ie, it is a controlled document.
I have another library, OHS Records.
I intend for users to open an OHS template and save it here, as a different CT: OHS Report.
Two Options
1. Using CT to add template to the library's New menu:
Issue is: As the 'OHS Report's document template is the HTTP link of the doc in the central library; when a user creates a new document it opens as a Controlled Document CT; rather than the OHS Report CT.
2. Using static link in webpage to open template, with instruction to 'Save As' before check-out - so as not to edit the actual template.
Issue is: This creates a twisted path of pop-up prompts for the user; quite confusing and will not pass usability testing.
So to summarise:
I use one CT (Controlled Docs) to ensure templates used are latest approved versions;
I want users to be able to use these templates and save them as a different CT, depending on the template's purpose.
Please help!
Many thanks,
Ash
December 13th, 2010 8:56pm