Forum Discussion
Sharepoint Online - Acces search field of document set from word document
Hello, We are trying to setup following scenario. I have created custom content type (document set) with name PROPOSAL which contains column CUSTOMER - search field from another shapeoint list. In...
I'd consider making a workflow that copies the values of the fields you need into "Single Line of Text" fields in the document set. I don't think you can get it any other way. Word is tricky in what it allows you to use and not use.
Yes, I was thinking about it but do I have any options how to make these fields hidden and shared? I tried to use sharepoint designer for editing new and edit form but I can't edit it in custom content type.
- (This may not exactly match what you are trying to do), but I would create the fields (we'll call them Field X and Field Y) at the Document Set level. Have a SharePoint Designer workflow to set the Field X and Field Y values (based on the lookup) everytime the Document Set details are modified. Then in the Document Set Settings, set Field X and Field Y to be inherited by all sub-content types. Then in the content type INSIDE of the Document Set, set field X and field Y to be "hidden", so users couldnt attempt to overwrite them. They don't have to be hidden at the Document Set level cause your workflow is re-setting them every time regardless.