Forum Discussion
force metadata when uploading files
- They did this because so many people would upload documents and ignore this and it would sit check out and no one would fill out metadata anyway.
I personally like the new modern way, and you can easily keep an eye on metadata by making use of the “files needing attention” view to follow up and tag documents that need to be tagged.
If you must use the enforced method then you’ll need to set the document library to classic mode where you can use the old behavior.
I personally like the new modern way, and you can easily keep an eye on metadata by making use of the “files needing attention” view to follow up and tag documents that need to be tagged.
If you must use the enforced method then you’ll need to set the document library to classic mode where you can use the old behavior.
What is the point of making a metadata field required if it is not required...in this context, it really means, "we'd like this value, but you don't need to include it." Words have meanings.
hcvman This is one of the starker examples of Msft's completely amateurish understanding of ux. There's a huge difference between telling users to upload documents and fill in the required fields and telling them to upload a document and THEN REMEMBER TO GO TO THE LIBRARY VIEW AND FILL IN WHAT'S MISSING. Worse still, there's no alert or notification that they need to do this. Msft "recommends" classifying with metadata rather than folders, yet they've removed an absolutely essential compliance component in getting users to do this. So now daily I get complaints from users because documents with missing tags "aren't showing up" in predefined views .... really, really stupid, Msft.
mattchowellI suggest using M-Files if this is a real pain point for you. It integrates well with SharePoint as well.
- It will enforce that users select the class of documents the file belongs to
- It will enforce that users enter the metadata associated with the class before the file is saved.
- It also comes with an AI that scans files and automatically suggests information to use in capturing metadata even if the file already existed on SharePoint before purchasing M-Files.
