title | ms.author | author | manager | ms.reviewer | ms.date | audience | ms.topic | ms.service | search.appverid | ms.collection | ms.localizationpriority | description | ||
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Create a rule to set a content type when a file is added to a document library in Microsoft Syntex |
chucked |
chuckedmonson |
jtremper |
karlha |
08/29/2023 |
admin |
conceptual |
microsoft-syntex |
|
medium |
Learn how to create a rule to set a content type when a file is added to a SharePoint document library in Microsoft Syntex. |
In Microsoft Syntex, you can create a rule to automatically set the content type for a file when it's added to a document library.
To set a content type when a file is added to a document library, follow these steps.
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In the document library, select Automate > Rules > Create a rule.
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On the Create a rule page, select a condition that triggers the rule and the action that the rule will take. In this case, select A new file is added.
Your selection here creates a rule statement that you'll complete in the next step.
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To complete the rule statement, under When a new file is added:
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Select Choose action, and then select set content type to.
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Select Choose a content type, and then select the appropriate content type for the file. The content types shown in this list are the ones available in the library.
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Select Choose file property, and then select the appropriate property for the file.
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Select Choose a condition, and then select the appropriate condition.
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In the Enter a value field, enter the appropriate value. The value can be a specific keyword or text string you want to find in the file property.
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When your rule statement is complete, select Create. You can see and manage the new rule on the Manage rules page.