Content Type Question

Question

I created a term set called 'Document Category' that has 10 different terms (e.g. Quote, Agreement, Diagram, etc.) that describe the types of documents users save into our main document library. I then created 10 different Content Types, each with it's
own template, so, from the doc library, users can click Files > New, and choose the appropriate content type to create a document. I want to be able to sort in the library using a custom column I created, called 'Document Category', that links to the 'Document
Category' managed metadata term set. When users create a new document based on one of the content types, I want the 'Document Category' field automatically populated in the Document Information Panel with the correct term. My problem is that I can't find a
way of getting each individual content type to default to it's matching term. I can set the custom column to use a default value (e.g. Quote) so it comes up automatically filled in for the 'Quote' content type. Because I'm linking the 'Agreement' content type
to the same custom column, though, it obviously then defaults to 'Quote', too. I was hoping to have a different term linked to each content type. Does anyone know how to do this? Any help would be greatly appreciated! -Pete

Answer 1

Hi,
According to your post, my understanding is that you wanted to set the 'Document Category' field automatically.
I recommend to create SharePoint 2010 Platform workflow and then set an empty Managed Metadata column using the following format: Term Name| Unique Identifier based on the item content type.
You can create workflow as below and start the workflow automatically when an item is created:
Thank you for your understanding.
Best Regards,
Linda Li
Linda Li
TechNet Community Support