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Template Hub administrators Guide


You can modify the views defined in the Template hub and add desired fields.
The changes you make to your view here will be reflected to the end user in the details view of the Template Selector. The only required field you need to have in your view is the title field.

For demonstration purposes i have modified our All Templates view and added 2 columns i want to show the end users: A custom Choice column for picking document types (I added 3 choices: Word, Excel and PowerPoint) and named it Document Type. I also added the builtin Modified column to show last modified date.

My view in the template hub will then look like this:

As a result, the Detail View in the Template Selector will look like this, with the Document Type and the Modified column present:

Also note, that since I selected a Choice column, the end users will be able to filter the templates based on the values you entered:

This gives the Template Hub administrator a slick way of controlling what fields the end user will see, and what columns to use as filters to find the correct templates.

If you want the values you assigned in the metadata columns on your templates to be present (copied over) to the document in the target document library, you need to make sure that the same columns are present in the target document library as well.
(This is what you should use the Content Type Hub for. More on that in the article about Using Content Types.)

This copying of metadata from your template to your target document simply will work because the Office applications stores your metadata values in the document, and will do a Name-Match for the columns present when saving the document in the target library.
In other words we are just using Microsoft's default stuff here (in a little creative way) to get the metadata transported from the Template Hub over to the target document library.

Last edited Jul 4, 2012 at 11:35 AM by KjetilG, version 7


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