Link to home
Start Free TrialLog in
Avatar of Arnold Layne
Arnold LayneFlag for United States of America

asked on

New documents based on content type in browser

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.
ASKER CERTIFIED SOLUTION
Avatar of Ingeborg Hawighorst (Microsoft MVP / EE MVE)
Ingeborg Hawighorst (Microsoft MVP / EE MVE)
Flag of New Zealand image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of Arnold Layne

ASKER

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.
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.