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New documents based on content type in browser

Posted on 2014-02-19
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Last Modified: 2014-03-18
Office 365 SharePoint online, Small Business Premium plan.

I created a new doc lib using spreadsheet as it's class rather than word doc. I replaced the default excel template file with one that I uploaded. When someone chooses file/new document from the ribbon, it opens the correct new custom template, but it will not do that in the browser, it has to do it in the client. However, the file can be edited in the browser after created in client and then saved to SharePoint. Is there any way possible for users to create a new excel doc with this template in the browser so that everyone doesn't have to have excel in order to create new docs using the library template? I thought that was the purposes of excel services, and as far as I can tell I have those enabled if I can ever see the doc in the browser at all.
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Question by:BobHavertyComh
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Ingeborg Hawighorst (Microsoft MVP / EE MVE) earned 1500 total points
ID: 39872809
Hello,

I don't understand this:

>> When someone chooses file/new document from the ribbon, it opens the correct new custom template, but it will not do that in the browser, it has to do it in the client.

So, does the correct template get opened? If so, what's the problem? If not, is there an error message? What do you mean by "it will not do that in the browser"?

If the template is a Word template, what do you expect to happen? And what happens instead?

If the template is an Excel template, what do you expect to happen? And what happens instead?

Please describe what happens on your system and then describe what you would want to see instead.
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Author Comment

by:BobHavertyComh
ID: 39879180
Hi Teylyn, to put it shortly, I want users to not have to have excel in order to create and work with excel spreadsheets in SharePoint. We have an expense report form done in excel. This was added to the SharePoint library as the primary content type. When users go to create a new expense report by clicking new document on the ribbon, this will not open in the browser and instead needs to open in client. However, with the default, out of the box, content type, which is an empty word doc or excel doc, it allows you to create new ones in the browser. I want it to do the same thing with my content type. If all users need excel client to fill out expense reports, it defeats the claim that excel services means that people don't need excel and only the designer of the template needs it.
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LVL 9

Author Closing Comment

by:BobHavertyComh
ID: 39937861
It has to do it in the client when using Excel, but if I create an infopath form, it allows new entries in the browser.
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