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I'm working on a project that is basically a file upload "wizard" that basically does the following:

Entry form to select document library and enter some basic info. Enter additional library-specific information. Tie in some calendar events.

My goals are:

  • Create this as a sandbox solution using Visual Studio
  • Avoid hacks and reinventing existing functionality as much as possible.

Some SP features I have run across that might be useful:

  • Content organizer feature.
  • Association forms.
  • Declarative workflows.

Possible approaches I've considered:

  1. A content organizer library that kicks off a workflow on submission. Not sure what the user experience for this would be like. Really hoping to keep to a single link -> Next -> Next -> Done kind of approach.

  2. A declarative workflow with custom actions containing all the complexity.

  3. An association form in front of the built-in document upload form for each library with a follow-on association form for calendar events.

Is this feasible and if so which approach is simplest?

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If I understand you correctly you need to create a simple interace where the user can choose any document library he likes and upload a document to it. Is it correct? –  user3470 Dec 28 '12 at 8:48
    
@Moussa - The choice is made based on the data they enter. I don't want them to have to try and decide which library to upload to. –  saarp Dec 29 '12 at 7:12
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1 Answer

I think I've come to my own conclusions on this. I've decided to go with a Drop Off library as part of the Content Organizer built-in feature (#1 above). This appears to be the simplest approach so far since I can do the majority through configuration in the Entity.xml files of the features. Many of the other methods I tried seems like they would require functionality not available in a Sandbox solution.

In order to achieve this, I defined site columns and added them to custom Document Type, then added this Document Type to all libraries. Using the Drop Off library, I can define rules to move the file based on one of the fields in the custom Document Type. I'm hoping to do any follow-up steps as a workflow that kicks off on the Drop Off library when a file is uploaded or as an Associated Form.

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