Using projected fields from linked lists in word fields

Question

Hi all,

 

Currently, we are facing a simple issue with out SharePoint environment:

given a document library with a linked column to a list (e. g. customer

names). Now, our word template for the document list (MS Word 2010) is using

server fields - perfectly mapping to the responding fields in the document

library including the linked column.

 

However, we require to be able to access not only the linked column itself,

but also projected fields included in the reference. Any chance to include

those in the word fields without programming?

 

Thank you very much,

 

regards

 

Joerg Fischer

 

 

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Jörg Fischer

Answer 1

We've had some luck using SPD workflows that fire on create/change to beef up the document library data so it can be pulled into word docs using quick tags or smart tags or whatever they're called. Just create a field in the document library for every field that you need or is not behaving, hide it from the view, and use a workflow to populate it.

this recommendation may or may not work for you based on your requirements. Getting data into the body of the word doc is tough.

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Answer 2

Hi,

I understand you that you want to dispaly the projected fields in the Document Panle in the Word.

If I am right, you should customize your Document Infomation panel using Infopath:

Create a receive data connection for the list that the lookup points to.  You cannot leverage the built-in lookup column, because it creates a data connection that only includes the ID and display field, but you need all the rest of the values, so you need to create your own custom data connection

Then, add a rule to the dropdown column in the DIP form template with actions for "set a field's value."  You will set the projected fields of the DIP to the corresponding nodes of the data connection WHERE the value of the lookup is equal to the ID of the data connection.  This will filter the lookup list on the row selected in the dropdown so that the other fields are set accordingly.

There has a similar thread may help you:http://social.technet.microsoft.com/Forums/en/sharepoint2010customization/thread/62016366-f380-4373-b5b1-1fc4f4f79ccc

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Xue-mei Chang

TechNet Community Support