Forum Discussion

gcjuw84's avatar
gcjuw84
Brass Contributor
Jul 03, 2019

Grouped view drag and drop metadata

I have a grouped view setup in a document library, which is 2 levels deep:   We're trying to encourage users to use metadata rather than save things in folders and one of the features that wo...
Document Library
MagnusGoksoyrOLDProfile's avatar
MagnusGoksoyrOLDProfile
Bronze Contributor
Jul 11, 2019

gcjuw84 As far as i know it is not possible to drag a Document into a category in a view so it automatically gets tagged with the metadata. The only way i can think of this would work is when both columns (fields) "Category" and "Sub Category" has default values. But then the document will only be tagged with the default values for the columns.

 

The reason for why the metadata for "Category" does not get set can be that someone has removed the default value for the column "Category".

Open "Library settings" and go to the Columns and check if both "Category" and "Sub category" has default values.

If You want documents to be tagged automatically you could/should take a look at Document Sets.

 

Best regards, Magnus

 

  • gcjuw84's avatar
    gcjuw84
    Brass Contributor
    Jul 12, 2019

    MagnusGoksoyrOLDProfile 

     

    It's allowing me to tag the document with metadata by dragging them into the relevant group.  However, for some reason it's not tagging it with the metadata from the top level category when I drag a document into a sub-category heading underneath the top level?

     

    This always used to work and was one of the main benefits for us when using the modern UI in document libraries.