In the Text Box Properties window, click the fx button next to Value. Do this as following: Double click the Project text box. What we need to do, is have the Project field automatically updated when you choose a project from the Project Lookup. And there you have your Document Information Panel. InfoPath will first tell you that it will create a form template for your custom content type, and you need to publish the template if you’d like to use it. Click Document Information Panel settings. Now we will create a custom Document Information Panel in InfoPath. Under Advanced settings, upload your Word template for your meeting minutes. This is necessary for my work around to work, as you’ll see later on. What you can see already, is two columns for the Project meta data. So let’s create a Content Type called Meeting Minutes as the screenshot below: Now what we would like as meta data of this document is the subtitle (let’s use the Title field for this), the Meeting Date, and the associated Project the meeting was held for. A typical minutes document could look like this: Let’s take the meeting minutes document as an example again. What I will describe in this blog posting is a way to work around this problem.
So when you insert this lookup column Document Property as a Quick Part in your Word document, not the Title field is shown in your document, but the item ID. When you use a lookup column to a SharePoint list, what you see as meta data is the Title field of that SharePoint list, but the value of the lookup column is actually the item ID of the list item you select in your lookup column. Lookup columns have a typical way of storing data. Now this all works well for SharePoint columns of every type, but lookup columns. If you have never done this before, no worries, I will show you how this works later on.
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That way, entering the meta data information in the document information panel, will automatically update the Quick Parts in the document itself as well. So we could insert meta data columns as Document Property Quick Parts in the Word document. Using Word templates in combination with Content Types in SharePoint gives a user a rich experience in using SharePoint metadata in the content of a Word document.įor example: if you are making the meeting minutes for a certain meeting, you would like to have the Meeting Date as meta data of the document, but that same Meeting Date is probably also used in the minutes document itself somewhere.
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