Creating Customized Document Information Panel for SharePoint Content Types with SharePoint 2013 Workflows

Make sure that "Update 2880963 for SharePoint Server 2013: May 13, 2014" is installed. You may find it at https://support.microsoft.com/en-us/kb/2880963

State Service must be configured for the web application before you can run SharePoint 2013 workflows.



1. Create Site Columns
2. Create Site Content Type
3. Attach document template to the content type
4. Create Document Library
5. Attach content type with document library
6. Create a new document in document library and check if document template and DIP is visible.
7. Open SharePoint designer and create list workflow for sales contract library
8. Create a new document in document library and verify that "Sales Contract Workflow" field is visible.
9. Open Info Path designer 2013 and create a new DIP by providing library url
10. Customize DIP and save the file in DIP library
11. Associate the new DIP with content type.