Forum Discussion
Create mandatory metadata for custom document type, is possible?
Hi,
I got a question today:
Is posible to allow an administrator choose a number of mandatory metadata/tags that a document type (Agreement, protocol, etc) must have?
The idea is that the administrator create a document type and then choose wich metadata/tags will be mandatory depending of the type of document.
In my mind I see the metadata sored in the Term storage. But I am little confused with the term "Document Type". Since in the question they wrote agreement, protocol, etc it looks for me that they are refering to document templates. Or is it me that still using SP 2013 language?
Best regards
Americo
2 Replies
- I believe you have to explain your customer about how Content Types work so he/she can understand how to model his/her requirements
Thanks jcgonzalezmartin , yes I spoked with the customer and he means document template.
So, he wants the posibility to select which metadata will be mandatory depending on the template. The metadata are stored in the tem store.
The goal is when an user create a new document from the template he/she get informed that the metadata, that the customer has choosen for that template, has to be filled in order to save the document.
I went with the document template solution and created some metadata in the term storage. I have also created one site column that read the metadata and added to the content type that uses the document template.
When I test to create a document from the template I need to select the metadata but each time I do it I get a message telling me that de document is being used by other user and I have to wait around 10 minutes before I can select and save the metadata.
Is that a normal begaviour? is it a bug?
Best regards
Americo
