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"Send To" Function: Prompting user for required metadata and auto check in?

  Asked By: Ralph    Date: Jun 15    Category: Sharepoint    Views: 2929

I have two document libraries:
A set of document templates,
Work-in-progress proposals based on the templates, with required metadata to allow for documents to be categorized by client and project.
I would like my users to be able to use the OOB "Send To" functionality to move a copy of a template to the work-in-progress library.

I have two problems with the OOB SharePoint functionality. One:
Documents sent from one library to another do not automatically check in
If a user attempts to check in the file manually, they get an error regarding the metadata required by the library
I need a way to prompt the user for the required metadata and then check in. I know next to nothing about VB or programming, though I suppose I could learn quickly if need be.

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1 Answer Found

 
Answer #1    Answered By: Yvette Lyons     Answered On: Jun 15

Looks like you need workflow here. Workflow UX is almost the same (you can run it manually  from ECB Item Dropdown), and you can configure it to gather user  input and check  in/out the document.

 




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