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Nasty error message on Office 2010 saving to SharePoint Foundation 2010

Posted on 2011-02-24
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Last Modified: 2012-05-11
Folks:

I have a newly-installed SharePoint 2010 Foundation (as in "FREE") server running.  I have created a test document library and added a couple of columns as mandatory fields.  I can upload files from the actual SharePoint site in my browser, and it prompts me very nicely to add the information for the metadata columns including the mandatory ones.

When I generate a PDF in a product called Nuance PDF Converter and choose its save to SharePoint function, it also nicely prompts me to put in the column info and everything is hunky-dory.

And then there's Microsoft Office.

Ahem.

When I create a document from within a Microsoft Office 2010 app using "File, New" and then choose "File, Save & Send, Save to Sharepoint", browsing to my new document library....I get a very nasty error message across the screen with a big red "X".....and the text:

The file cannot be saved because some properties are missing or invalid.

Use the Document Information Panel to provide the correct property values.  Errors for required properties are marked with a red asterisk, and errors for invalid properties are marked with a red dashed border.

There is a button to go to the Document Information Panel and fix the data but this is a really nasty error message.  I find it ironic that as much as Microsoft touts Office-to-SharePoint integration a third-party app from Nuance does this so much better.

I have read a few articles that suggest changing the characteristics of the content type, in this case the default "Document" content type, to always display the DIP (aptly named IMHO) on save of new documents which is supposed to fix this but of course SharePoint Foundation does not include this, at least not in the GUI.

Is there a way to make this work a lot better than the nasty-looking error message?  I'd be embarassed to roll this out to my users the way it looks now. Error message given in Word 2010 when saving a new file to a SharePoint library with required columns
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Question by:CeleritasPrime
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Expert Comment

by:GeorgeGergues
ID: 34979679
This means you have some required fields that need to be set prior to Check in

So  you will need to hit that (Go to Document Information Panel ) and update the required fields

the best way to do that is to use the server options from the Office Ribbon.


Best of luck .

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Author Comment

by:CeleritasPrime
ID: 34980542
I know what it means (I created the library and made the columns mandatory), and those fields do not appear in the DIP.  Remember, this is a newly-created file and so Word has no way of associating it with the fields in the SharePoint library.  

Also, what do you mean by "Server Options from the Office Ribbon"?
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Author Comment

by:CeleritasPrime
ID: 34980574
What I am looking for is a way to convince Office to display the DIP and prompt/allow the user to fill in the required fields as a smooth part of the save process rather than have them faced with an error message.  Like I mentioned, the Nuance product does this nicely.  I have found reference to how to change the content type to always display the DIP on the save of a new item, but this option is not available in SharePoint foundation.  My guess is that I will need to manually edit some XML files for the content types on each site collection to make this happen.  Any help?
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GeorgeGergues earned 500 total points
ID: 34981108


I don't think there is a way , to know the required fields before you connect to the site first time ,.
the product you  mentioned actually connects to the site first to get the required columns.

Here are the settings for the DIP
Word options  - > Advanced   - > General  ->  Service Options - >  Document Management Pane

I am sure you can have a Registery change to make that happen but I would not go that far

I am interested to know how this will work.

Best of luck.
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Author Comment

by:CeleritasPrime
ID: 35060771
George:

I know there is no way to know the required fields but it would be nice if the DIP popped up to request user input rather than the nasty-looking error message.  Third-party products seem to do this just fine, it's only Office, ironically enough.
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Author Closing Comment

by:CeleritasPrime
ID: 35060790
There is no solution to this, unfortunately.  Just really bad design on Microsoft's part on the user experience here.  With all of Microsoft's touting of Office integration with SharePoint this is pretty inexcusable on their part.  Thanks, George, for trying to help, though.
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