Forum Discussion
Will a workflow work for autofilling a library's column field?
Hello,
I was wondering if there was a way to auto fill a field in a library. I was thinking of using a workflow for this.
In my case, I have a column called Business Unit and that information is stored in the user profile. What I am looking for is that if an employee uploads a document to the library, the Business Unit column autofills that field with the Business Unit of the employee who is uploading.
So if Employee A is has Process Automation as Business Unit, then when Employee A uploads a document, "Process Automation" will appear under "Business Unit" column for that employee.
This way I can filter it by B.U (I assume I'm able to do this).
Will workflow be enough for this? It's fetching data outside of another list, more like from a database.
2 Replies
- You can use Flow to do this as it enables you to trigger the Flow on document upload, lookup user profile and update the item.
There are a few considerations though:
- the Flow will be related to one library, if you want have multiple libraries and sites, you need to recreate it each time
- the Flow won't be immediate so the value in the list might take 15 min to update and then another 15 min to index and be searchable outside the list.
- you might have challenges with managed meta dat fields and need to use an Azure function to update the libraryI haven't really used Flow a lot sincei t's new to me still, but let me understand:
1. When file is created in library
2. Get my profile
3. Update item
4.??
Is this more or less the process of how it's done in Flow?
