Something new that I did today...
Scenario
- A Document library with metadata column for DocumentType.
- There are about 20 document types in the lookup and a site collection field that references this list.
- A Base Content Type that includes this lookup field
- 5 Content Types that inherit from the base
- Not all of the document types have an Office template which is why there are fewer content types.
When a user creates a new document from one of the content types that does have a 1:1 relationship with a document type (e.g. Fax) then I want the Document type value to be automatically selected in the Document Information Panel.
When you create the custom DIP form in InfoPath, under the Tools menu you will see a Default Values option which brings up this dialog box.
The default value is set to the item ID for the lookup value in the Document Types list.
When a new document is created using this content type, the correct metadata value is selected from the choice list
