Forum Discussion
Generating documents from SharePoint Designer workflows
i'm trying to build somehting similar to the described solution in the below link:
http://www.quercussolutions.com/blog/index.php/out-of-the-box-document-generation-in-sharepoint-2/
I'm using office 365 and SharePoint designer to create the workflow that will read the data form a list and generate a document in a document library. All works almost as expected.
The document is created however the document template specificed on the content type isn't being picked up.
When I look at the document properties the content type is set correctly. But the actual document template seem to be ignored.
When i clikc on the New button in the document library I'm finding that the document tmeplate is being picked up without fail.
- Is this a SharePoint 2013 workflow? If so, that might be the problem....this works without problem with SharePoint 2010 workflows (legacy ones)
Hi jcgonzalezmartin,
I was using the 2013 workflow engine. I did some testing this morning with the equivalent 2010 steps and my results are not great.
1. when I configure a custom document library with a custom content type and I set the content type inside the workflow then I'm getting:
The workflow could not create the list item. Make sure the list exists and the user has permissions to add items to the list.
2. When I set the content type in the workflow to the out of the box "Document" then the workflow creates a document successfully.
3. Then I tried with a custom document template on the library and even though the document is created the document fails to open complaining about the content.
So it looks like I can't use custom content types.
- Very weird, last time I tried this it worked...I will try to find some time to test your schenario and see what I'm ablae to do
