Working with Folder Content Types in MOSS 2007

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6 Responses

  1. Chris Mauldin says:

    Alexander,

    I’ve been struggling with designing a “Student File” system using SharePoint. My initial thought — since anything could be in the Student File such as transcripts, psych reports, etc — was to create a Folder for each student for ad-hoc documents that need to be attached. But there is no way I can see to use sharepoint workflow to create a folder.

    Then I thought “I could really just use columns on the documents if there was a simple way to mimic the behavior of folders”

    My thought was I should be able to bring up the “Student Record” in the student list and then have a button that says “show student documents” .. BUT
    I really wanted to do this without adding code since I want the resulting site to be maintainable by a bunch of users (teachers).

    Question 1: Which way would you go? Folders or Logical Folders?

    Question 2: Is there an easy to use the information on the current item to navigate to another list using that data as a filter without adding code? For instance, lets say I’m looking at a particular student item in the student list, can I add a button that would take me to the list of student documents but filtered just for the current student? This is kind of like [ME] being used in a My Items list.

    My issue seems so simple I thought there should be a simple solution:

    Create a list of items and allow each item to have one or more documents associated with the item.

    Any ideas? am I missing the obvious and being stupid? I got a whole bunch of complicated workflows completed and then ran into a brick wall where I never expected a brick wall LOL.

    Thanks for any help or direction.

    Chris M.

  2. Zubair Alexander says:

    Chris,

    I am not sure what you have running as far as workflows and I don’t know all the details about your configuration but if think what you need is a combination of content types, custom columns, views, and Folder Content Types.

    With SharePoint Designer and custom coding you can do just about anything you want. I don’t know of any way to add custom buttons to a list item right out of the box in SharePoint. Like I said, with custom columns, content types and SharePoint views you can do some amazing things and organize your data in ways that you couldn’t easily display in Excel Spreadsheets or other office applications.

  3. Dustin says:

    One thing I noticed when trying to apply the customized views is that you have to go back into the default view, and turn off the option to make it the default in all folders. Change this default view/overhead view to the root folder option, and this will allow your custom folder views to take over as defaults for your customized content type folders.

  4. Mike Komnenous says:

    Not totally related to this post. I want to be able to hide and/or show metadata columns when I upload something into my document library. I know it is possible I did it about a year ago but cannot remember how. I am using MOSS 2007. I have a document library with a content type associated to it. So when the user uploads a document to the library I want to collect specific metadata during the upload and remove the other metadata column from the screen/form. I am having hard time finding it doing searches. Any help would greatly appreciated.

  5. Samer says:

    In your step 15, you state that “You can also customize the menu options for each folder”, but could you give details of exactly how to do that?
    I haven’t found a way to customize the document library menu based on a view or if you are in a particular folder type.

  6. Zubair Alexander says:

    Samer,
    I was pointing out that the menu shown in step 15 only includes PowerPoint, while the menu items in step 6 include Word, Excel and PowerPoint. I have covered the procedure for creating custom menu items in detail in the blog post “Working with Content Types in SharePoint 2007.”

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