Using a Regular Content Type with an External List Column as part of its properties then Consuming in MS Word 1


So I love it when my fellow Twitter Colleagues come up with Ideas and I Proof of Concept it in SharePoint 2010, in-fact, I think we should come up with a “Stump the SharePoint 2010 Guys with Beta Bits” gig…

Nick Hadlee (hope you don’t mind me using your name) @nickhadlee had a question “Can #SharePoint External Data columns be included in Normal Content Types or only List Columns”

So we put it to the test…

Activities
  • Create a Content Type as you would do in SharePoint 2007
    • Type Document
  • Create a “New” Site Column in the recently created Content Type
    • Site Column is of Type “Lookup Column” – to an External List which contains LOB System Data
  • Create a Document Library which is defaulted to MS Word Document
    • Allow for management of Content Types
    • Add the Content Type we created
    • Open a Word Document from that Template
    • Consume the External List Data from the Lookup Column

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So we need to create a new “Content Type” by clicking on Site Actions, View All Site Settings…

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Click “Create” for the new Content Type

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Name new New Content Type as you would in SharePoint 2007 as above

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So.. we cheat here by creating our new “Site Column” and we will do a ‘Lookup’ to an External List…See below for the walkthrough for that.  See the second screenshot below for the link to the External Data List.

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Once complete you will notice the Newly Created Column called “NickEmployeeCol” and of type “Business data

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Next we create a new Document Library that is defaulted to hold MS Word Documents, we click ‘Advanced Settings’ under General Settings category so we can “Manage Content Types”… nothing new here…

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And we go ahead and click “New Document” below to get a Word template

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So in the above and below we have a test document library and we are going to use the new content type we created… see below and above

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As we did in previous post, we have both the DIP and the ability to consume the External List data from the Quick Parts menu in MS Word.

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