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JLK2004's avatar
JLK2004
Brass Contributor
May 27, 2020
Solved

Content type not tied to document type

I want the functionality of content type (tying metadata to a document) but want to apply to all document types, i.e. xls, doc, ppt, etc.   Any suggestions?

  • JLK2004 Content type can store any type files as long as it follow the metadata you defined them to follow as shown below:

     

    But yes if you select from new it will be controlled by a specific template and the reason being you expect all document to follow similar pattern.

     

    But you can always have a way to by pass but in that case you have to define multiple content Type and name something like:

    1. Custom Content Type - Word 
    2. Custom Content Type - Excel
    3. Custom Content Type - PDF

    All should follow the same metadata but each will have their template defined at the content type level. Though I will never opt this approach unless cant convince the end user 🙂

     

    I hope this gives you some directions to think. Mark the response appropriately if it help you finding the solution.

     

    Thanks

    Vik

     

     

  • Vikram_Samal's avatar
    Vikram_Samal
    Steel Contributor

    JLK2004 Content type can store any type files as long as it follow the metadata you defined them to follow as shown below:

     

    But yes if you select from new it will be controlled by a specific template and the reason being you expect all document to follow similar pattern.

     

    But you can always have a way to by pass but in that case you have to define multiple content Type and name something like:

    1. Custom Content Type - Word 
    2. Custom Content Type - Excel
    3. Custom Content Type - PDF

    All should follow the same metadata but each will have their template defined at the content type level. Though I will never opt this approach unless cant convince the end user 🙂

     

    I hope this gives you some directions to think. Mark the response appropriately if it help you finding the solution.

     

    Thanks

    Vik

     

     

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