Creating a document library with a custom template

What I want is basically a good solution for people to be able to fill out a form on the web and then save it in the online library.
You need to be able to automatically create a document from a template in just one or two clicks from the page and then automatically save it to the online-library.
When this is done, the admin of the site will get a notification (this i think i know how to fix thought) so he can examine the new document instantly.
How can this be done?

That's more or less out of the box behaviour. Create a content type on a list or library depending on what your template is (word doc, InfoPath form, list item with styling etc.), then create an alert for your admin on the list.
Your users can then create new items and save them in the list/library. The process is simpler with list items or InfoPath forms as they don't give you the wide choice of actions that you get in word docs etc..

Similar Messages

Corrupt document gets created in document library with document template using createlistitem workflowaction in visual studio workflow for office 365 solution

Hi,
My requirement is to create a document library associated to a custom content type with a document template associated. Also I need to create a document based on the template in this document library when a new item is created in another list by taking the
reference ID of that new Item , I need to create the document with the name appended by ID. I need to do all this deployment using WSP.
I have created document library with document template associated to content type by following instructions in below stated blog :http://blogs.msdn.com/b/chaks/archive/2011/05/19/deploying-a-document-template-file-in-content-type-in-a-office365-sandboxed-solution.aspx
This works perfect for me.
However, there are few observations, when going to Document Library > Library Settings > Advanced Settings > Document Template section - doesnt shows the Edit template link. When tried to look at the value for the document template using view source
, it is giving me /Lists/MyDocsListInstance/Forms/template.dotx instead of the actual template file uploaded.
Ignoring the above observation, when I am trying to create a sandbox based workflow in visual studio to create document in document library when new item is created in another list, I provide the ContentTypeID as the ID associated with the document library
with template.
It creates the corrupt document at end of workflow.
I have tried using .docx instead of .dotx files for workflow as per solution provided in some of the post but it isnt resolving my issue.
Any help is much appreciated.
Regards,
Krutika

OK, I am going to throw out a lot of ideas here so hopefully they get you closer to a diagnosis. Hang on :)
Does it happen to work for some users but not others? If so, try logging in on the "good" computer with the "bad" username. This will tell you if the problem is related to the end-user's system. Also, once the user downloads a document
successfully can they open and work on it in Word? Also, does the document library have any custom content types associated with it or does it just use 'Document'?
I notice that there are other folks on the web that have run into this same problem and the similarity seems to be that they are either on SharePoint 2007 or have upgraded from 2007. Did this doc library start out as a 2007 library?
What you might want to do is this: Make a site collection from scratch in 2013 (or find one that you know was created in 2013). Choose team site (or whatever you want) for the root web and set up the security the same way you have it on the malfunctioning
library. Now, use windows explorer to copy and paste some of the documents to the new location. Be sure you recreate any needed content types. Now test it from the troubled user's computer.
I'm thinking there may be something that is different about the library since it was migrated through various versions and updates since 2007. I've sometimes found that there can be problems (especially with user profiles but that's a different story) with
things that go through this evolution.

How to create a document library with the attachments of a task list?

Hi!
Basically, I need to create an event handler, that in the time when a file is attached to a task, make a copy of the file in the document library. Unfortunately this requires knowledge in programming and is not even possible for me to install the software
i need in the company computers to try. Any ideas?

Unless you have third party workflow options, custom development IS required.
There are several options when it comes to the development, some of which do not require admin involvement... but they still require programming.
Scott Brickey
MCTS, MCPD, MCITP
www.sbrickey.com
Strategic Data Systems - for all your SharePoint needs

Create Dynamic Document Library Templates

I have the following scenario within our IT Org
1. PMO office maintains a "Standards" library, to which they publish all standard templates that need to be used for Project Management.
2. Each Project Manager would like to create a document library within their "project site" based on all the documents within "Standards" library.
My question is, would it be possible to create a document library template whose contents are dynamically pulled from another library?
Thanks.

Hi ,
Based on your description, my understanding is that each Project Manager
creates document library with the same template, but what they need is that their document libraries have different content type with others.
There isn’t an out of the box method to create document library templates dynamically.
For your issue, I suggest each Project Manager create one document content type with the document template which they need, and add the content type into their document libraries.
Here is a similar case, you can use as a reference:
http://social.technet.microsoft.com/Forums/en-US/7d238bb5-8af7-4027-97cf-b41f84bcdb5d/dynamically-create-document-templates-for-new-menu?forum=sharepointdevelopmentlegacy
Best Regards,
Lisa Chen

Create document library with 2 columns multitext and lookup.

Remove-PSSnapin Microsoft.SharePoint.PowerShell -erroraction SilentlyContinue
Add-PSSnapin Microsoft.SharePoint.PowerShell -erroraction SilentlyContinue
#To which site u want to create the list
$spWeb=Get-SPWeb -Identity http://xyz
#List type or template
$spTemplate = [Microsoft.SharePoint.SPListTemplateType]::DocumentLibrary
#Get all the lists to the listcollection
$spListCollection=$spWeb.Lists
#adding the new list to the list collection
$spListCollection.Add("Student1","Student1",$spTemplate)
#get the path of subsite and sitecollecion
$path = $spWeb.url.trim()
#get the list to the list object
$spList = $spWeb.Lists["Student1"]
#adding the field type(Note) to the list
$spFieldType = [Microsoft.SharePoint.SPFieldType]::Note
$spList.Fields.Add("COMMENTS",$spFieldType,$false)
$ParentList = $spWeb.Lists.item("Studentlist")
$spList = $spWeb.Lists["Student1"]
$spList.Fields.AddLookup("lookupcol",$ParentList.id,$true)
$spChildListLookupField = $spList.Fields["lookupcol"]
$spChildListLookupField.LookupField = $ParentList.Fields["ID"]
$spChildListLookupField.Indexed = $true
$spChildListLookupField.RelationshipDeleteBehavior = [Microsoft.SharePoint.SPRelationshipDeleteBehavior]::Restrict
$spChildListLookupField.Update()
$Views = $spList.Views["All Items"]
$Views.ViewFields.Add("COMMENTS")
$Views.ViewFields.Add("lookupcol")
$Views.Update()
$spWeb.Dispose()
I am trying to create a document library with 2 coulmn types multitext and look up but i am getting the following error
I am getting erros - You cannot call a method on a null-valued expression - $spList.Fields.Add("COMMENTS",$spFieldType,$false)
Cannot index into a null array.
+ $spChildListLookupField = $spList.Fields["lookupcol"]

Hi,
I used the PowerShell you offered to do a test in my SharePoint 2013 and I reproduced your issue. I solved it by doing a little change to the PowerShell which you offered.
Because you create a document library, the default view of document library is "All Documents" rather than "All Items", just change
$Views = $spList.Views["All Items"]
to
$Views = $spList.Views["All Documents"]
Best Regards,
Lisa Chen
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Having templates appear when users click the "New Document" button in a document library with custom content types

Hi all,
I'm using SharePoint Online, but I'm seeing the same behavior in an on-prem 2013 instance as well. My situation is this:
- I've created a document library
- I've created a custom content type and attached a custom document template to it
- I've assigned the custom content type to the document library, and disabled the default "document" option
What I'm expecting to see is that when I browse to the document library and click "new document", that either a) a picklist appears allowing me to specify the document template I want (using the custom template I specified) or b) open the custom
template itself. That doesn't happen - instead, when I click new document I'm prompted to upload a file, which seems to contradict the whole point of using a custom content type/custom document template combo.
Am I missing something? The custom template isn't in the Forms library, which seems to be a problem if I wanted to use the custom document template instead of the default.
Ideally I'd like a menu like the one shown here:
http://social.msdn.microsoft.com/Forums/en-US/59ce3bd8-bf7f-4872-ae76-60d8c81dfc32/display-content-types-on-new-document-button-in-document-libraries?forum=sharepointgeneral, except with me being able to control the list of items that is shown.
Any ideas? Thanks!

Hi Brain,
What you have done is by design behavior.
If you want to show the Office document templates list (e.g. below image from your above referenced link) to select when click "+new document" link, this will need to install Office Web App 2013 which provides this feature,
you can new document and see it is using WopiFrame.aspx page, please see more from below article about how to configure OWA 2013 for SharePoint 2013 on-premise.
http://technet.microsoft.com/en-us/library/ff431687(v=office.15).aspx
Thanks,
Daniel Yang
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact [email protected]
Daniel Yang
TechNet Community Support

The Create List Item workflow action does not work in document library with document template

My end goal is more complex but below is a basic example of the issue I’m having that just simply does not work.
I'm trying to use a site workflow to create an item in a document library that has a document template applied to it but the file that gets created by the workflow is corrupt and cannot be opened.
I created a document library and edited the document template by adding some text to the header and changing it to a Word docx file instead of a Word dotx file. I tested the document template by clicking the files tab in the ribbon and then clicking new
document which opens the document template in Word and allows me to edit and save the document back to SharePoint. Then I created a SharePoint 2013 site workflow in SharePoint Designer that contains a single Create List Item action, and that action creates
an item in the document library with the name field statically defined. I published the workflow and then manually start it on the site. The workflow completes successfully and when I navigate to the document library the document has been created by the workflow.
When I click on the document to open it in the Word Web App it throws the error pictured below and if I open it in the Word client application it just opens a blank document and not the correct document template.
I also tried using a SharePoint 2010 workflow with pretty much the same results. Opening the document in Word Web App gives the same error as above and opening the document in the Word client application gives the error pictured below.
Come on Microsoft creating a Word Document in a SharePoint Document Library from a SharePoint Workflow should just work! Is this a bug or does anyone have any ideas on what is causing the this issue?

I had the same problem with corrupted document - this worked for me:
1. Create a 2010 Workflow which creates the list element in a document library
(you may start this workflow from your 2013 workflow if applicable)
2. In the Create New List Item properties - make sure to set ContentTypeId to your content type
("Id for indholdstype" is Danish for "Contenttype ID")
3. Your Content Type template should be a ".docx" file - NOT a ".dotx" file...!
(I have always created my templates for content types as .dotx files - seems Microsoft wants us to use ordinary .docx files as template files for content types)
Hope this helps you!

Issue with site template that contains a document library with a lookup column to another list

I have a document library called Proposals with a lookup column in the same site called Document Categories (multiple values allowed). It points to a list called document categories. I have several sample documents in the Proposal Library that
contain valid document categories. When I save the site as a template and instantiate it, everything is fine. However, when I remove the sample documents from the Proposal library and rebuild the site template, I can't get the template to
create another site. I get an error Unable To Open Lookup List.
I don't understand why I can instantiate a site from the template when there's sample data, but not when the document library containing the lookup column is empty.
Does SharePoint 2010 site template support lookup columns?
Why would it make a difference if the library is empty?
Thanks

Hi,
According to your description, my understanding is that the error occurred when you created a site from the template with no files in the document library.
I tested the same scenario per your post, and I can create a site from the template with no files in the document library with no errors.
To solve this issue, I recommend to verify the things below:
Did you save the site as a template with Include Content checked? If yes, I recommend to test if it works when saving the site as a template with Include Content unchecked.
Test the same scenario with a new site to narrow the issue scope.
I also recommend to check the event log and ULS log to see if anything unexpected occurred.
To check event log, click the Start button and type “Event Viewer” in the Search box.
For SharePoint 2010, by default, ULS log is at C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\LOGS.
You can check the ULS log by the methods here:
http://blogs.msdn.com/b/opal/archive/2009/12/22/uls-viewer-for-sharepoint-2010-troubleshooting.aspx
http://msdn.microsoft.com/en-us/library/gg193966(v=office.14).aspx
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Authentication prompt issue when opening an office file in a document library with read permission for domain users

An user as part of the domain users tries to open an office file from a document library but he got an authentication prompt asking him to authenticate. Domain users has only access to this library and not to the whole site. This uses to work in SharePoint
2007 without any problem but not in SharePoint 2013, we didn't have a workflow on SP2007.
Domain users has read access to only this document library in the site, but he shouldn't get an authentication prompt since he is part of the domain users and he is not trying to modify the document, he can open the document but gets two prompts, he can't
also see the list using explorer view since nothings appears using the explorer view.
Now, when opening the file, we can see..Updating Workflow Status, but we don't have any workflow working on this site or library, event any feature related to workflow.
If we go to the event viewer in the server, we find this information,
I also checked this thread but I couldn't find this scenario.
https://social.technet.microsoft.com/Forums/sharepoint/en-US/91bc770b-bb70-4885-a4ad-a243edb88753/event-id-8026-workflow-soap-getworkflowdataforitem-failed-doc-library-no-workflow?forum=sharepointgeneralprevious
I also created another list with the same permissions and using other office files but got the same behavior.
Now, we have migrated this site from SP2007 to SP2013.
Any ideas?

OK, I am going to throw out a lot of ideas here so hopefully they get you closer to a diagnosis. Hang on :)
Does it happen to work for some users but not others? If so, try logging in on the "good" computer with the "bad" username. This will tell you if the problem is related to the end-user's system. Also, once the user downloads a document
successfully can they open and work on it in Word? Also, does the document library have any custom content types associated with it or does it just use 'Document'?
I notice that there are other folks on the web that have run into this same problem and the similarity seems to be that they are either on SharePoint 2007 or have upgraded from 2007. Did this doc library start out as a 2007 library?
What you might want to do is this: Make a site collection from scratch in 2013 (or find one that you know was created in 2013). Choose team site (or whatever you want) for the root web and set up the security the same way you have it on the malfunctioning
library. Now, use windows explorer to copy and paste some of the documents to the new location. Be sure you recreate any needed content types. Now test it from the troubled user's computer.
I'm thinking there may be something that is different about the library since it was migrated through various versions and updates since 2007. I've sometimes found that there can be problems (especially with user profiles but that's a different story) with
things that go through this evolution.

How to create a document library in Sharepoint Online using Powerpoint?

I've been trying to create a document library in Sharepoint Online via pwoershell and I've been trying to see if anyone else has the code but the only scripts i could find are for Sharepoint 2010 on-premise and it's not compatible with Sharepoint 2013.
Can anyone help me?
Thanks!
Dearbhla Bradley

It's SharePoint Client-side Object Model. Here are few references:
http://msdn.microsoft.com/en-us/library/office/jj193041(v=office.15).aspx
http://msdn.microsoft.com/en-us/library/office/dn268594(v=office.15).aspx
These postings are provided "AS IS" with no warranties, and confers no rights.

Unbale to create new document part with same document number

Number range assigned to the X Document Type is internal. I have created new document (0001) with Document Part 000 & Version 00. For same Document Number when i tried to create New Document part by mentioning Document Numner 0001, Document Part 001 and Version 00, it says Document Type X can be assigned to internal number range only.
Even I tried with following selection....
Document Number = Blank
Document Part = 001
Document Version = 00
Template:
Document = 0001
Document Part = 000
Document Version = 00
Now system is creating document with new number i.e. 0002. But we want to create another document part with same Document Number. What is the problem with internal number range for Document Number?

Hi Pradeep,
Following are the config parameter of the document type.
CM Relevnce = blank
Number assignmt= 01
Internal Number Range =02
External Number Range= blank
Number Exit =MCDOKZNR
Vers. No. Incr. =0
Version Sequence = blank
AlternativeScreen = blank
Let me know if you need anything more.
Edited by: JJSingh76 on Dec 7, 2010 7:25 PM

I want to create a second library with the same account on a separate hard drive....

Hi,
I am running out of room on my iMac to store all of my iTunes music and video. I want to create a second library with the same account on a separate hard drive. Will iTunes Match match both libraries ? Will I be able to acess both libraries from all my devices? Can iTunes Match merge them together so I can have easy access to everything?
Thanks for any advice.
christos

Unfortunately, you can't. The primary address for your iCloud account must be a non-Apple email account. The only exception to this is for former MobileMe subscribers who migrated to iCloud when MobileMe closed, which was 18 months ago.

Need to create interactive document library

Hello Everyone
I need to create interactive document library in sharepoint 2013. When user uploads document, he should be able to write comment below that document and other users should be able to reply or post other document as well.
Is it possible to achieve this kind of feature in sharepoint?
Thanks

Hi,
Have you Configure social computing features in SharePoint Server 2013.
Enable the "SharePoint Server Standard Site Collection features"
https://<< Site URL >>/_layouts/15/ManageFeatures.aspx?Scope=Site
So that missing Social collaboration features are added into webpart catalog.
thx
iffi

Using Document Library with Baseline

Hi there,
I have a specific need with Sharepoint. I have a document library and I want to be able to mark with a tag or generate a baseline for my folders.
I've already searched on the web, and there is someone doing it just coping and pasting every single file. Is that the better way to get this?
Thanks,
Tiago

Hi Tiago,
What did you mean "Using Document Library with Baseline" and "generate a baseline for my folders"?
Did you mean that navigate the document library folders in treeview?
Did you mean that search or filter multiple folders documents with the same tag (managed metadata column)?
You may be able to use the "Navigation Hierarchies and Key Filters" for that specified SharePoint 2010 library, here is an article about metadata navigation settings you can check below,
http://www.sharepointboost.com/blog/understand-and-configure-metadata-avigation-and-filtering/
Thanks
Daniel Yang
TechNet Community Support

Can we create same party site with same customer in different OU

I am able to create same party sites with same customer in different Operating Unit through front end but I am not able to do so using TCA Api HZ_CUST_ACCOUNT_SITE_V2PUB.create_cust_acct_site .I am getting the below error 'Value for cust_account_id - party_site_id must be unique'.Ineed to migrate customer details from one OU to another OU and the party site number need to be same .Can anyone suggest a way in which I can do the above ?
Reeja

We can create multiple customer acct site across different OU pointing to same party_site_id with API's also. I am sure that you have initialise the org context in your code somewhere and thus its giving you this error. Reinitialise the org to target org before calling this API.
Thanks
Amit Singh

Creating a document library with a custom template

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