November 04, 2010

InfoPath and Content Organizer

1. Infopath or any workflows in sharepoint 2010 wont run automatically after an item created when logged in as System Account, For any user other than Configured in Application Pool, it will run with no problems.
2. Content Organizer is set to Content Types derived form Document only.
It means when you create a new document, rules are applied.
If infopath form is created, we need to attache a workflow to send the document to repository.
Repository location is given at the bottom of content organizer settings.
Once it sent to that, rules are applied with no issues.
3. Fields in Infopath form when published from Infopath designer, are created as Optional.
These wont be showing up as properties in Content Organizer Rules.
To make them show up, first create a site column from the site.
Use this site column when publishing the infopath form.
After published, go the content type published and make the field as required.
Things will show up and folders can be created with those properties.

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