1

For the scope of this question I am working with SharePoint 2013.

I have a Tasks list that was created with the OOTB (add an app) Task list.

I have a Document Library that was created with the OOTB (add an app) Document Library.

In the document library I added a column that was the type of "Lookup". I selected the tasks list and in this column I have "Task Name". I also included "% Complete" and "Due Date". The fields do show up as columns in the document library.

I then go in to the Advanced Settings for the document library and edit the template. Then I go to the Insert Tab and when I select Document Properties those fields such as "% Complete" and "Due Date" do not show up. The initial "Task Name" is available and I am able to select the actual task; however, these additional properties are not available for the document. What can I do to have these fields show up in the document such that when the "% Complete" is updated in that Tasks list that it will also be updated in the viewable document?

Essentially I am doing what is described here, the only difference is that I am using a lookup column instead of external content http://office.microsoft.com/en-us/sharepoint-help/use-external-data-columns-in-a-word-document-HA102847511.aspx

1 Answer 1

0

Are you trying to allow users to modify the look up item (Task Item) from the document itself? if that is the case I do not believe you can do that. You can only select a Task to associate to the document.

1
  • Ya it is a little disappointing. You would think that any of the fields that you see in the document library would be able to be added as fields to the document template but I guess not. I also noticed that I am unable to add Hyperlink / Picture types of data as properties.
    – Sean W.
    Jun 4, 2014 at 22:30

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge that you have read and understand our privacy policy and code of conduct.

Not the answer you're looking for? Browse other questions tagged or ask your own question.