How to define the Content Type for Column Value Formulas to be applied to your document library

SYMPTOMS

Content types enable you to organize, manage, and handle content in a consistent way across your sites. By defining content types for specific kinds of documents or information products, you can ensure that each group of content is managed in a consistent way. The Content Type is a SharePoint object used to present a collection of custom elements so they can be used as a template on different SharePoint pages. The policy containing the ZyLAB Expiration Actions and Formulas will be added to a Content Type so they can be later applied to your document library.

CAUSE

Not applicable.

RESOLUTION

Open your SharePoint site.

• Click on the Home tab to go to Home.
• Click Site Actions > Site Settings to open the Site Settings page.
• On the Site Settings page, click Site content types to open the Site Content Type Gallery.
• Click Create to open the New Site Content Type page.
• Enter the information about the new site content type.
• Name and Description – Give the site content type a suitable name and description.

For example: Name: ZyLAB Move on Column Value.
Description: Moves files to ZyLAB Index when column values is at specific setting.
Parent Content Type From – Select Document Content Types.
Parent Content Type – Select Document. Group

Put the site content type into existing group ZyLAB Content Types:

• On the Site Content Type page click the Information management policy settings link.
• On the Policy Settings page, select the policy you have made.
• Click OK.
• On the Site Content Type page click the Add from New site column link.
• On the New Site Column page, configure the new column.
• Column Name – Enter a suitable column name.

For example:  Move to ZyLAB. | Select Yes/No (checkbox). | Group

• Put this site column into the existing ZyLAB Site Columns group: Additional Column Settings
• Set the default value to No.
• Click OK.

APPLIES TO

2.1