Hi,

New to sharepoint. We have a content type that consists of a spreadsheet and three fields. We've set up a docoment libarary and made this content type the default for the document libaray. In addtion the template is an expense report spreadsheet.

I've also associated a simple workflow with the document libaray. Initially I found that the workflow wasn't being triggered by either a new item or a modified item as I had designated in the workflow. After some testing, I found that until the document was checked in, the workflow woudln't fire. I am still confused by the fact that a "new" document would be considered "checked out" but I can see some logic behind it.

Checking in was a problem. I got an error and, when I looked at the properties of the document, the description field was empty. That is odd because the description was actually in the properties at the time of editing and a value was being put in it. So finally, after entering a value for description in the edit properites window, my document saved and the workflow kicked off.

I did some reading and found that I could set "check out before editing" off for the document libaray. I did this and, to my surprise, I found the same thing happened when I tried to edit a document: The workflow wouldn't kick off till I had checked the document in and I couldn't check it in until I had put a value in the description field using the edit properties window (even though I had already entered it through document edit.).

We would like to avoid the checkin/checkout scenario completely but ti seems that setting "check out before editing" to "off" isn't working at least in this scenario. Any help would be appreciated.

Thanks,
FIG000