Question

I have a column named "Topic" that previously users would have to select prior to saving. However, each topic is based off of the document template they have chosen, so I'd like to make the column autofill based on the document template chosen. Is there a way to do this? Basically, users should hit the drop down arrow below New Document, choose one of the templates I have provided, and then when the document opens up, all of the columns show up as properties for the user to fill out (like Job Code, Date of Discussion, etc.), and Topic is one of them (a dropdown box) that should already be filled out.

Was it helpful?

Solution 2

I figured it out by using SharePoint metadata in my template to autoselect an area of the document that existed anyway. I found the following resource helpful in figuring this out:

http://sharepointsolutions.com/sharepoint-help/blog/2013/11/add-sharepoint-metadata-to-word-documents/

OTHER TIPS

I think this is the same situation as you are being into.

This will help you move forward

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