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Using Windows Azure WCF Services in SharePoint and Office : Map an External Content Type to Word 2010

12/13/2012 11:40:34 AM
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Map an External Content Type to Word 2010

  1. Create a new document library called Estimates in your SharePoint site. To do this, click Site Actions | Create A Document Library, provide a name for the document library (such as Estimates), and click Create.

  2. After the document library has been created, click the Library tab and then click Library Settings. In Library Settings, click Create Column.

  3. In the Create Column dialog box, provide a name for the column (for example, Customer Data), and then select External Data as the column type.

    image with no caption
  4. On the same page, scroll down to see the Additional Column Settings section, click the Select A Content Type button (the icon located to the far-right of the External Content Type field). When you select this content type, the entity elements appear as optional fields to be displayed in the document library. Select the Select All Fields check box.

    image with no caption
  5. Click OK to complete the process. Now when you click the Estimates document library, you should see something similar to the following.

    image with no caption
  6. Click Add Document to add a new document. Navigate to the Estimates.docx document you created earlier (or, if you haven’t created a document yet, create one, save it, and then upload it to the SharePoint site). Note that when you upload the data, you can associate a specific customer with the new document. You can do this by clicking the Select A Content Type button and then selecting a specific customer from the Find dialog box, as shown here.

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    The result in the Save dialog box is that information about the customer now appears in the Customer Data field (as shown in the following graphic).

    image with no caption

    Also, when the document is added to the document library, the ECT data fields are now completed with the information from the WCF service that is deployed to Windows Azure.

    image with no caption

    Although having the data available in the columns is okay, you’re still not quite there; you really want to have the ability to populate the data in the document.

  7. Return to the document library, click the Document tab, and then select New Document.

  8. When the document loads, amend it so you have something that looks similar to the document below.

    image with no caption
  9. On the Insert ribbon tab in the Word document, select Quick Parts and Document Property. In the submenu, the different fields that belong to the AzureCustomers ECT are listed and available for you to insert into the document. (You can see this because Customer Data and its specific fields are listed in the Document Property option.)

    image with no caption
  10. Click Customer Data to insert the customer data next to Email: in your document. Office inserts a content control that is bound to a specific field in your ECT entity. Click the Select A Content Type button, and select one of the customers from the dialog box. You can then click Insert | Quick Parts | Document Property and then select other fields to include in the document. When complete, your document should look similar to the following.

    image with no caption

You can now save your document to SharePoint. The data that you bound to the Word document from the ECT is saved with the document.

 
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