Sunday, October 9, 2011

Problem with Using SharePoint Lookup Columns in Word Documents

Document properties give you a rich user experience to maintain SharePoint metadata in word documents. You can create a document content type based word templates and add SharePoint metadata to it through the Quick Parts (in Ribbon go to: Insert ► Quick Parts ► Document Properties) easily.

One of the puzzlepart assignment, I had an issue on maintaining lookup fields in word templates. Lookup fields are displayed as dropdown in word template. The issue was some of the items were missing in the dropdown (which is available in lookup list). When I investigated it I found that the dropdown item count decided based on the default view of the lookup list.

For an example if the default view restricted to display 100 items, then in dropdown shows only 100 items. Same way you can configure the filtering or sorting order in the default view of the lookup list if you want to filter out or sort the items in word template dropdown lookup.

1 comment:

Nidhi said...

Thanks for the article, it saved me lots of time.. :)