Configuring Content Organizer Rules

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Configuring Content Organizer Rules

Configuring Content Organizer Rules

Content Organizer rules are based on properties defined in content types. Creating custom content types with custom fields will provide the most flexibility when creating Content Organizer rules.

The following walk-through will show you how to create a Content Organizer rule based on the Title property of the Document content type. If the file name of a document placed in the Drop Off Library has the text "Project-X" in it, the Content Organizer will automatically move it to a library named "Project -X Docs". In the exercise later in this lesson, you will go further and create a custom content type with a custom field to use for defining a Content Organizer rule.

  1. Create a new document library named "Project-X Docs" in your site.
    1. Click the Settings menu and choose the Add an app option.
    2. Click the Document Library template link.
    3. Type "Project-X Docs" in the Name field.
    4. Click the Create button to finish creating the new document library.
  2. Create a Content Organizer rule that routes Document content types that contain the text "Project-X" in their file name to the Project-X Docs library.
    1. Click the Settings menu and choose the Site settings option.
    2. Click the Content Organizer Rules link under the Site Administration group of the Settings page. Content Organizer Rules
    3. Click the new item link. Content Organizer Rules
    4. Type "Project-X Rule" in the Name field.
    5. Choose Document Content Types for the Group field and Document for the Type field in the Content type area. Content Organizer Rules
    6. Choose Name for the Property field and contains all of for the Operator field and type "Project-X" in the Value field in the Conditions area. Content Organizer Rules
    7. Click the Browse... button next to the Destination field in the Target Location area. Content Organizer Rules
    8. Select Project-X Docs from the list in the Select Target Location dialog and click the OK button to save the setting. Content Organizer Rules
    9. Click the OK button to save the rule.
  3. Test the Content Organizer rule by creating a new Word document in the Drop Off Library with the title of "Project-X Ideas".
    1. Click the Drop Off Library link in the Quick Launch menu.
    2. Click the New Document button link on the FILES tab toolbar.
    3. Type "Testing the Document Organizer feature" in the body of the Word document.
    4. Click the Save icon in the upper-left corner of the Word window.
    5. Click the DropOffLibrary library link under Other Web Locations option on the Word Save As page.
    6. Type "Project-X Information" in the File name field and click Save.
    7. Wait for the a banner message labeled Content Organizer to appear at the to of the Word document and click the Check In... button in the banner when it does. Content Organizer banner
    8. Click the OK button on the comments dialog.
    9. Close Microsoft Word.
    10. Verify the document has been routed to the Project-X Docs library.
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