The intended audience for a new video tutorial titled Use Microsoft Word to populate metadata in SharePoint columns, on SharePoint-Videos.com, are SharePoint Administrators, or Site Collection Administrators.
As Asif Rehmani, SharePoint MVP and MCT notes at the opening of this tutorial, “Microsoft Word can be used to take data from the word document itself, and push it, or promote it as information in the SharePoint Document Library Columns.” Users who opt for this approach can streamline the process of adding the metadata to Sharepoint 2013. This metadata will be required to support a useful search feature for all information stored in SharePoint 2013.
Asif explains that this capability is referred to as “Quick Parts”. He notes that metadata can be used to filter, and sort data, or even to change the viewing options for data in the library. The example of how to use the Quick Parts feature in this video tutorial is the familiar expense report form, which we often use in our video tutorials on SharePoint-Videos.com.
Administrators will need to first set up a new content type for the expense report form. New content types are added through the Site Settings screens for one’s SharePoint Server 2013 site collection. We demonstrate all of the steps required to add the new content type in our tutorial. Be sure to select “document content type” if you follow along with this video tutorial. You will also need to associate your new content type with a group. In our example we create a new group called “Adventure Works”.
Our new content type will require a set of matching site columns. Administrators should design the key data features and create a new site column for each of them; for example, “employee”, “department”, “expense type”, etc. Each of these site columns will be added to the site collection with a series of selections and completion of forms. All of the required steps are demonstrated in our video. You will need to associate the new site column, once again, with a group. In our video we associate the new site column with our Adventure Works group.
© Rehmani Consulting, Inc. & Ira Michael Blonder, 2013 All Rights Reserved
Do you know of any way to make this work with Excel 2013. Data in Excel 2013 writing back to SharePoint 2013 (or SharePoint Online) Metadata?