Improve company productivity with a Business Account.Sign Up

x
?
Solved

Sync Sharepoint Content Type with Local Copy of Template

Posted on 2011-02-14
3
Medium Priority
?
658 Views
Last Modified: 2012-06-21
I have an excel template that I have created as a "Content Type" on my sharepoint site.

At times, we need to update certain data on that Excel template.  We do this within our local network via a local copy of Excel.  When I save the new, updated version of the template I want it to update/sync with the "Content Type" version on the sharepoint site automatically so when a user creates a new document of that specific content type they are creating the document based on the changes we just made to the template.

I know I can do this manually, but we are planning to add many more content types to the sharepoint site, all which are regularly updated.  An automatic syncronization process would be preferable.

Maybe I can do this via sharepoint as well.  If I kept the original copy on our sharepoint site under some sort of other document repository that holds all our templates, maybe I could utilize sharepoint's revision control feature as well.

Is there a way of tying all this together??
0
Comment
Question by:fwillerton
  • 2
3 Comments
 
LVL 14

Expert Comment

by:KoenVosters
ID: 34892399
You could code it and have it update the files once a day using the SPContentType.DocumentTemplate Property.
But if you are trying to build a solution like this, I would propose to see if you can get the base information out of your excel so that you have a static template that can fill itself with information from somewhere else so that you don't need to update your excel files every time.
0
 

Author Comment

by:fwillerton
ID: 34900256
Hmm.  That might work (static template).  However, how would I keep certain data sycronized to that template then?
0
 
LVL 14

Accepted Solution

by:
KoenVosters earned 2000 total points
ID: 34901118
Just from an architecture point of view, in my eyes the best solution would be that the xls would be generated using openxml and stored in a SharePoint library. The excel file will be generated dependant on the data that you provide. If you change the data, the excel file would be generated differently.

If that is not an option, you could put data connections in the excel files to pick up the data.
http://technet.microsoft.com/en-us/library/cc262739(office.12).aspx
0

Featured Post

The 14th Annual Expert Award Winners

The results are in! Meet the top members of our 2017 Expert Awards. Congratulations to all who qualified!

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

This article presents several of my favorite code snippets.
With the functions here, you can parse, convert, and format back and forth between feet and inches and fractions and decimal inches - for normal as well as extreme values and with extreme precision.
The viewer will learn how to create two correlated normally distributed random variables in Excel, use a normal distribution to simulate the return on different levels of investment in each of the two funds over a period of ten years, and, create a …
The Relationships Diagram is a good way to get an overall view of what a database is keeping track of. It is also where relationships are defined. A relationship specifies how two tables connect to each other. As you build tables in Microsoft Ac…

586 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question