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Predetermining Profile-Fields

  Asked By: Teddy    Date: Dec 02    Category: Sharepoint    Views: 1001

How can I predetermine profile-fields depending on folders where the
document are checked-in...

The client wants to check in a document in a Folder. The Profile loaded
should have set – depending on the folder and/or user – for example:
project-ID, project-Owner...

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2 Answers Found

 
Answer #1    Answered By: Lazaro Rutledge     Answered On: Dec 02

First, you must create the profile  you want.
This can be done inside The document  Profile Folder
(Wrkspace/Management/Document Profiles).
Double click on the "Add Document Profile". It is a pretty straight
foward process with the wizard, so I don't think you will have
problems figuring it out on your own.

After you do as such, go to the Document folder  you wish to set  that
Profile with.

Right click it and open its properties. Select the "Profiles" tab.
This is where you say which profiles are available for documents that
are checked in to this folder.
If you check  only the new profile you created, that is the only
profile which will be available for the user. If not, he will be able
to select between those you leave marked.
Each profile will bring its appropriate fields.

 
Answer #2    Answered By: Karin Kerr     Answered On: Dec 02

Ok, that's the start point. What I need is the possibility to say: if
the user  checks in a document  under <documentlibrary>/projects/x1 the
Project-ID-FIELD within the Profile should get the value x1
automatically...

 
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