具有工作流程和查找列的内容类型

发布于 2024-09-01 04:52:31 字数 227 浏览 9 评论 0原文

我有一个要求,我想根据类别和子类别上传文档。我已将此列添加为查找列,它从类别和子类别列表中提取数据。现在希望文档能够通过一系列审批,因此我已将 SharePoint 开箱即用的审批工作流程附加到此文档库。

现在我想创建一个包含这两个查找列和审批工作流程的内容类型。这样我就可以将这些设置用于文档库的其余部分。

谁能告诉我如何创建具有工作流程和查找列的内容类型。

预先感

谢萨钦

I have a requirment where I want to upload a document based on category and subcategory. I have added this columns as an lookup column which pulls data from category and subcategory list. Now want the document should be passed from series of approval so I have attached SharePoint out of the box Approval workflow to this document library.

Now I want to create a content type which contains these two lookup column and approval workflow. So that I can user these setting for rest of the document library.

Can any one tell me how to create a content type with workflow and lookup column.

Thanks in advance

Sachin

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我纯我任性 2024-09-08 04:52:31

预先通知,如果您将工作流程与文档库关联,则与该库关联的所有内容类型都将能够在该库中使用该工作流程。因此,如果工作流已与目标列表关联,则不一定需要将工作流与内容类型关联。


在任何情况下,您都不能在创建内容类型时将工作流与内容类型相关联。无论是通过对象模型还是通过 UI,您都必须在内容类型完全创建后添加工作流关联。查找列可以在创建时与内容类型关联,但只能通过对象模型关联。使用 UI,您必须在创建后添加它,就像工作流程一样。

一般来说,要创建新的内容类型,请转到“网站设置”,选择“网站内容类型”,然后单击工具栏中的“创建”按钮。填写您认为合适的表格。现在,您可以在将内容类型与列表关联之前或之后添加工作流关联和查找列(具体取决于您是希望工作流和查找在添加内容类型的所有列表上可用,还是仅在其中一个列表上可用)文档库)。无论哪种方式,过程都是一样的,只是地方不同。

要将内容类型添加到文档库,请导航到文档库并从“设置”工具栏部分中选择“文档库设置”。首先,您需要启用内容类型管理(如果尚未启用),方法是选择“高级设置”,为“允许管理内容类型”选择“是”,然后单击“确定”。现在,在“内容类型”部分下,您可以“从现有内容类型添加”来选择您创建的新内容类型,然后单击“确定”进行确认。

要将工作流和查找列与内容类型关联,您需要修改内容类型设置。从内容类型列表中选择内容类型(无论您是在“网站内容类型”列表中还是在文档库的内容类型列表中)。您可以通过单击内容类型页面上的“工作流程设置”并选择添加新工作流程来关联工作流程。您可以通过选择“从现有站点(或列表)列添加”并选择添加您之前创建的类别和子类别查找来关联查找列。完成后,您现在将拥有与工作流程关联并具有指定查找的内容类型。

For an advance notice, if you associate a workflow with a document library, then all content types associated with that library will be able to utilize that workflow within that library. So you don't necessarily need to associate a workflow to a content type if it is already associated with the target list.


In no situation can you associate a workflow with a content type on creating the content type. Whether by object model or by UI, you have to add the workflow association after the content type has been fully created. Lookup columns can be associated with content type on creation, but only through the object model. Using the UI, you'll have to add it after creation, just like workflows.

To create a new content type in general, go to Site Settings, pick Site Content Types, and click the Create button in the toolbar. Fill out the form as you find it fit. Now, you can add the workflow association and lookup columns before or after you associate the content type with the list (depending on whether you want the workflow and lookups to be available on all lists that the content type is added to, or just the one document library). The process is the same either way, just a different place.

To add the content type to your document library, navigate to your document library and pick Document Library Settings from the Settings toolbar section. First you'll need to enable content type management if it isn't already by picking Advanced Settings, choosing Yes for "Allow management of content types", and clicking OK. Now, under the section of Content Types you can "Add from existing content types" to select the new content type you made, and click OK to confirm.

To associate the workflow and the lookup column with the content type, you need to modify the content type settings. Pick the content type from the list of content types (whether you are in the Site Content Types list or the content types list for the document library). You can associate the workflow by clicking "Workflow settings" on the content type page and choosing to add a new workflow. You can associate the Lookup column by picking "Add from existing site (or list) columns" and choosing to add the category and subcategory lookup you created earlier. Once complete, you'll now have a content type that is associated with a workflow and has the specified lookup.

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