How to Create Content Organizer Rules in SharePoint 2010

SharePoint 2010 introduced a new feature called Content Organizer. This article will introduce how documents flow through the Content Organizer and how users can create and manage rules.

1. Content Organizer is a site level feature. Navigate to Site Actions => Site Settings => Site Actions =>Manage site features.

Manage site features

2. Activate the feature Content Organizer.

Content Organizer

3. Once this feature is activated, you will see two options, Content Organizer Settings and Content Organizer Rules, under the Site Administration section

Content Organizer Rules

4. A new document library called Drop Off Library will also be created in the location you will be adding documents to.
These documents will be moved to the target library based on Content Organizer rules.

Drop Off Library

5. A new content type will be created for Content Organizer rule as follows:

new content type will be created

6. Let’s look at the Content Organizer rules.
First navigate to Site Actions => Site Settings => Site Administration =>Content Organizer Rules.
Enter a name for your rule. In my example I call my rule “Example rule”.
In the Submission’s Content Type section select the Content type: Group and Type.

Submission Content Type

7. In the Conditions section, set the Property- based condition for the rule and select the Target location where you want to save the document based on the rules conditions.

Target location in conditions section

8. Click the OK button and a new rule will be created successfully.

new rule will be created successfully

9. Now let’s see if it works. Add a document to the Drop Off Library and enter the title Example rule, or the title that you created.

Example rule

10. If the rules condition is met, in my example “Title is equal to Example rule”, then a message will pop up as follows:

a message will pop up

11. The document will be saved in Shared Documents.

Shared Documents

12. If the condition is not met:

if the condition is not met

13. Then a similar message will pop up as follows:

similar message will pop up

14. But the document will be added to the Drop Off Library and NOT added to the Shared Documents library.

document will be added

document will be added2

10 Responses

  1. Ioannis G
    Ioannis G at |

    Hallo nice post,

    is there a way to set a rule for a specific file type?

  2. spa uy tin o quan 3
    spa uy tin o quan 3 at |

    Pretty

  3. Funny gigs
    Funny gigs at |

    Great post. I am facing a couple of these problems.

  4. Dong ho Orient chinh hang
    Dong ho Orient chinh hang at |

    Thanks!

  5. tamsudaokeo
    tamsudaokeo at |

    Thanks for sharing!

  6. du lịch sài gòn
    du lịch sài gòn at |

    wonderful blog post, it’s usefull with me

  7. trẻ hóa vùng kín
    trẻ hóa vùng kín at |

    is there a way to set a rule for a specific file type?

  8. Nhấn mí mắt
    Nhấn mí mắt at |

    Thanks for sharing this useful Info.

  9. Nâng ngực
    Nâng ngực at |

    Fantastic! It’s very kind of you

  10. Thẩm mỹ vùng kín
    Thẩm mỹ vùng kín at |

    I have the same problems, now they’re solved, thanks to you

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