Follow the image to fill in every field correctly. Go into your site settings and under “Web Designer Galleries” click “Site content types.”ĭ. We’ll create a content type here that is a meeting agenda.Ĭ. If you don’t have content types, your newly created documents would just be blank documents unless you alter the default document template (not recommended unless you never want to create a document within your site from scratch). (Go to settings –> library settings –> create column) In my examples, “Meeting Date” and “Meeting Time” are two fields you’ll find in both my library and my list because I want those to transfer from my list to my workflow-created document.
If you want your automatically created document to have a date as part of the title, add a calculated column to your list and call it something like “JustDate.” This is important because when we get to workflow, you’ll have the option to use fields of your list item in the name of the file and the default formats won’t work and will cause your workflow to fail.
“Add an App” to your site to create a new library and then again for a new list if you don’t already have one of each you’re hoping to use for this project
And if you’re super ambitious, expanding the workflow just a bit with an if/then statement to use different templates based on conditions in your listīut because this is a massive topic and could be tailored an infinite number of ways, I encourage you to comment or tweet me for additional guidance more specific to your scenario.Finding a way to merge list item info into a new document via workflow.Creating a template for each content type capable of having merge fields.Look at that workflow above – have you ever seen something so beautifully simple? I’m excited to share several solutions with you in this one post.
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