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sharepointsharepoint-2010workflowdocumentdesigner

Share point Workflow 2010 Document Creation from Template File


We have created a workflow on a List that creates a new document in a specific document library based on a template file. We would like to add automation so that a user could choose the template file that they would like to use when "running" the workflow.

We have searched around and found many tutorials on document creation, but none where you selected the template you wanted to use.

Any help?


Solution

  • You can do that with Content type. You can link a template to a content type. So Create X content type on your list (X = number of your template file) and link template file to content type.

    to sum up :

    1. Enable content type on your document Lib
    2. Create a Content type on your list
    3. Upload and Link template file to your content type
    4. When create new document, choose your content type to change the template file