SharePoint 2013 Word Document Information Panel Issue

I was working on a SharePoint 2013 document library for a client, and had an interesting issue come out of user acceptance testing. The library has several custom content types in addition to a customized document content type. The document content type is the default, but when a user is in the library and they try to create a new document the document information panel displays properties for a different content type.

So the user click Document from the list below


They are expecting to see something like this in the Document Information Panel

But instead see this

I did a bunch of digging starting with the document information panel settings in the content types in this library, but no combination of settings resulted in the expected behavior. Then, because of a blog post I found, I started looking at the document template in that library and I stumbled across the answer.

I clicked the library tab in the ribbon…

And clicked on the library settings button…

I scrolled down to content types and clicked on Document

From the settings page I clicked on advanced settings

And I clicked edit template

When Word came up I got the following error and clicked the edit properties button

I clicked on the drop down in the Document Information Panel and selected advanced properties
From here I clicked on the custom tag, selected content type and noticed I had the wrong content type ID in this field
I sorted that out by going to a different library that didn’t have this issue and comparing the IDs, to do that you would just follow these same steps and the copy the ID to a notepad for comparison.

Next I saved the template from the library that does not have the issue. Note this is a .dotx file. If this was all I needed and my document content type in this library hadn’t been slightly customized I’d just go to the library and upload the new template over the old document template, but since mine is customized I have a couple more steps.

I have to go to library settings, scroll down to the content types and click on document. Next I have to hover over the Document Information Panel settings links, right click, select copy short cut and paste that to my note pad.

From here I copy the content type ID and paste it into my custom properties content type id field above and save the document again. Now I’m going to upload the template to the problem library.

To do this I go back to the content type page and click on advanced settings

I clicked the upload new document template radio button, browse to my new template, select it, upload it, click OK and test to make sure I am now getting the expected behavior.

This blog post pointed me in the right direction to start looking at the template. In my case the fix is a bit different because my issue is a bit different, but had I not found this post I’d still be scratching my head


Install and Configure Workflow for SharePoint 2013

To start with you will need to install and configure SharePoint 2013. For instructions on how to do that click the link below…

I found the following on Shoel’s Blog and had to include it
You should Know
Before start installing/developing SharePoint Manager you need to know few points:
You should not use SharePoint ‘system account’ to test workflow. If you use ‘system account’ to develop/run workflow, the workflow will fail to run.
You need to make sure User Profile Service (UPS) is running and the user who is running workflow has profile in UPS. Workflow Manager use UPS under the hood.
Instructions on how to configure the UPS

Make sure App Management Service is created and running. You don’t need to configure SharePoint 2013 App settings in the server, just creating App Management service (with proxy) will do.
SharePoint 2013 workflow is declarative – means you can only define workflow in XML. You can’t write any C# code inside workflow as you used to do before. All your custom logic should be put outside of SharePoint, inside WCF Service. Then you will call the service from workflow to implement your custom logic in code.
To register workflow Server with SharePoint, a SharePoint site collection URL is provided (see the section Register Workflow Service with SharePoint later in the post). Apparently it seems, each and every site collection need to be registered with workflow server. But it’s not, registering a single SharePoint site  collection, will enable workflow manager for all SharePoint web applications/site collections.

The rest of the blog Shoel’s post can be found here

After installing and configuring SharePoint you need to install Workflow Manager 1.0. You can download it by clicking the link below…

Once you download the install right click it and select run as administrator and click OK when the popup comes up. Doing so will result in the Web Platform Installer opening. Click install to begin the install.


Clicking install will bring up the Prereqs screen. Click I Accept


Select if you want to use Microsoft Update or not and click continue


Clicking continue will result in the progress screen popping up.


After the install is complete you will see the following screen, click Continue


When the wizard opens you are presented with 3 options. Since I’m alright with default settings I am going to select that.


Fill in the appropriate settings. Note: you are going to need to be signed in as a user who has dbcreator and security admin rights to the database server.


Fill in your Cert Generation key and click the right arrow


You will then be presented with a Summary and a progress bar that will take a few minutes to complete while it sets your Workflow manager. I suggest clicking the copy link at the bottom of the screen, so you have a record of all of your settings. When you are done click the checkbox

After clicking the check box the configuration will begin.


When this is complete click on the check mark.

Next you need to run the following script using the SharePoint Management Shell, if you are using HTTP. Note replace workflowmanager with your server name and sharepointsite with your sharepoint site name.

Register-SPWorkflowService –SPSite http://sharepointsite –WorkflowHostUri http://workflowmanager:12291 –AllowOAuthHttp

If you are using https you want will use the following

Register-SPWorkflowService –SPSite http://sharepointsite –WorkflowHostUri https://workflowhost:12290

Make sure to create your App management Service if you haven’t already. This can be done by going to the service application screen and selecting App management service from the drop down.

You will also need to go to the Central admin home screen and navigate to Services on server and start both the app management service and the workflow management service.

Finally open a command prompt as an administrator, type in iisreset /noforce and hit enter. After this you should be able to create and run SharePoint 2013 workflows.