Is it possible to add additional properties to a document library in SharePoint using OOTB or Customization?
By default Document library has properties like Title, Description.
I need to add an other custom property in a library level which i can use it for further purpose.
Appreciate your inputs..
Thanks,
Gnanasekhar K
If you want to have metadata for folders/Library, You can look in to "Document Sets"(OOTB)
You can create columns and even run workflows on it.
You can add custom columns to document library. Navigate to document library settings and click on add new column. Or Alternatively click on Create Column option in the ribbon.
Choose the column display name, data type and other properties like default values, choice options etc. (depending upon the type of column you intend to create) and click on OK button.
You would be able to see the column in the default list view. You will also be able to capture the column's value for each document (after you upload it) via Edit properties form.
Refer [this][1] article for more details
For storing metadata for document library, you can use property bags. Property bags can be associated with
farm
web application
site collection
site
list/library
You can do this using
Powershell script
CSOM code
JSOM code
I have a requirement from a client to modify the treelistex field to include a search box on top of the left content tree list box. This will allow searching of items instead of the user having to click through the content tree. This Sitecore installation has pages numbering in the thousands hence clicking through takes time and knowing where the page item exists.
How can I achieve this functionality? I will use the _system Lucene index from Sitecore to search the various items. The items need to be search based on item name, title field, content field and date fields.
Thanks
Interestingly, something just like this was posted to Shared Source the other day! Check out the Specialized Treelist from Shared Source.
Search using the built in Sitecore Lucene indexes
I'm trying to work out a way to display the contents of the version column from SharePoint (i.e. the value that changes every time a file is checked in) as a field (or something similar) inside of a Word document.
Ideally, I'd like to know how to configure SharePoint so I could click something like "Insert > Quick Parts > Document Property > Version", and it would include the version in the document. The goal is to make it easier for someone to correlate a printed version of a document with the version history of SharePoint.
I have been able to add editable text columns to the Document content-type and have them show up as document property quick parts. I've also been able to add a calculated column which gets the version as a text string... however this calculated column isn't showing up in Word as a document property. (Perhaps I'm missing a setting on the calculated column)
This is one way to get the version in your document, it's a bit painful to get it working...
Enable versioning and content types on your document library.
Go into document library settings and select the content types you want the version to appear in.
Select Information management policies settings from the content type menu.
Select define a policy and click .
Click on the 'Enable Label' Check box
Do not Check the other two boxes in the Labels section.
In the Label Format field, enter the metadata fields in the following format:
Version : {Version} \n
Set the label appearance and click on preview.
Click at the bottom of the page.
Go back to the library and create a new document using the content type you have modified.
Save the file as a Word 2007 format.
Select the insert tab
Select Quick Parts from the Ribbon menu and hover over document property
Select Label from the properties list
This should display the metadata defined in your label as a field in your word document. The field will update automatically when you next open the document.
Save.
This requires configuring both SharePoint and your Word document.
TO CONFIGURE SHAREPOINT'S DOCUMENT LIBRARY:
Go to the document library where you plan to store your version-controlled documents.
Click on Settings > Document Library Settings
Click on "Versioning settings" and make sure that you're either having it "create major versions" or "create major and minor (draft) versions".
Click OK.
Click on "Information management policy settings"
If your library can handle multiple content types, you'll see a list of them. Click on "Document". If it can only handle one content type, skip this step.
Select "Define a policy..." and click OK.
Check the "Enable Labels" box, but don't check either of the other two boxes in that section.
Type {Version} into the "Label format" box.
(Optional) You can format the version label.
Click on the "Refresh" button to see a preview of your version label. It will say something like {_UIVersionString}
When you're satisfied with the label's appearance, click OK.
To get back to your document library, click on the document library's name in the breadcrumb trail at the top of the page.
TO CONFIGURE YOUR WORD DOCUMENT:
Either create a new document in the library or upload one.
Open the document and edit it.
Put the cursor wherever you want the version label to appear.
Go to Insert > Quick Parts > Document Property > Label
The version label "{_UIVersionString}" will show up in the document.
Save the document (and choose what the next version should be). You're all set!
If you want to test it, close the document and reopen it. The updated version will automatically appear where you put the version label.
These instructions were based on Erwin's answer.
I followed Rachel's instructions and they worked great. However, capturing this version update in the document does create a problem if you want to do electronic signatures. For instance, if your version is 1.6 and you decide this is the one for people to sign; you'll find that when they sign it, the document will be saved as version 1.7. When you open the document again, the version 1.7 will not match the authorized version of 1.6 and you'll be informed that all the signatures are invalid.
IMPORTANT:
In SP2010 you cannot save as a site template when Labels are enabled within a document library under Information management policy settings. The document library will get corrupted and even if we disable the policy, the save as site template function is still broken. The only option seems to be to permanently delete and rebuild the list.
The RevNum field that I think jaloplo is referring to is not the same as the SharePoint document version number. It updates every time you save the document, but seems to keep its own revision numbering system, correlated to (but independent of) the SharePoint version numbering system.
Try creating a calculated field in a custom content type. The field can be equal to the Version. That will give you the ability to add it as a property in the document. This only works well with Office 2007 docs.
Once a custom content type is created, you create a new document based on the content type.
After creating the document, you can extract the document information panel and save it. It is an info path form, so you can customise it if necessary and upload the customised panel to the content type.
Erwin's answer is spot on, but I wanted to leave this in case someone runs into the same issue I did. If you attempt to set the label for version on the site collection content type rather than at the document library level, you will get the error "The label reference, Version, could not be found." when previewing or saving the Information Policy. Also, you will be unable to save a policy at the document library level if you have previously defined one at the site collection content type level. It must be set to "None" on the site collection content type. Probably should have been obvious to me from the start, but it wasn't, and maybe this will help someone else down the line.
All columns of a document library are document properties for a word document. To take the version of the document you have to show document properties and then select "advanced properties". In thit moment, you'll see the classic document properties window and you can see the "Version" property in the last tab.
So, you can add the value of this property to your document in the place you want, for example, the footer.
I'm creating a new Sharepoint Site Collection and as a subsite I have a Search Center.
After creating a new Content Search (File Share), I can search this using the Dropdown from the Home Page.
Searching "sharepoint" with Scope "All" : returns 4 items
Searching "sharepoint" with Scope "ISOs and Tools" : returns 2 items
Now I'm trying to configure the Search Center to use this search scope. But everytime I make a search, the results are returned as I had selected the scope "All", that means, 4 items!
How can I configure the Search to go on a specific scope?
Thanks in advance!
If you mean that the default search page in the search center always searches the 'all' scope - well, it does!
If you edit the page you should be able to edit the properties of the search box. In those properties you can append to the search query 'Scope:' and the name of your scope. This scope will show up in your results page's search box, though.
Alternatively, create a new results page. In the search core results web part you can set the scope you're using for the results - it is a miscellaneous property.
You'll then need to edit your search center's home page to point the search box there to your new results page, and to do likewise on the new results page itself.
See http://andrewwburns.com/2009/02/20/search-a-single-list-and-dont-use-the-osssearchresultsaspx-page/
Make sure you have reset/recrawled your content through the shared services admin.
Make sure you are restricting your Scope to the proper content source by adding a "ContentSource" rule in the SiteCollection's search settings
Make sure you have updated your scopes in shared services.
I am creating a custom content type feature for MOSS that will also include a Word 2007 document as the document template. The same Word document will also have a Document Information Panel (DIP) and Quick Parts for all the fields in the content type.
The problem is that when my feature is deployed the Word document's Quick Parts no longer seem bound to the content type's columns in the Document Library. For example, if you:
Type a value into the Quick Part
Save the Word document to the document library
Look at the documents properties;
The value just typed is not listed. However if you use the DIP to specify the value (instead of the quick part) and then save it, it does get saved as metadata.
The "Document Information Panel Settings" screen for my content type is acting as if there is no InfoPath template. Sure enough if I re-upload (or create a new) InfoPath template, then the above problem goes away.
How do I get this to work in my feature without having to do the manual step described above?
It may be possible to define a custom template for the DIP and deploy that to the site, setting the content type to link to that template.
I found a solution in a blog, but you have to use InfoPath... Here is the link:
Using SharePoint Metadata in Word Documents – The Lookup Column
http://vspug.com/maartene/2009/03/13/using-sharepoint-metadata-in-word-documents-the-lookup-column-issue/