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force metadata when uploading files

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Robert Lien
Contributor

Hello,

When I enforce values in a column in a library (in a team site), and then when uploading a file, I am not forced to enter metadata, the file simply shows "Required info" in the column.  

Is it not possible to enforce that metadata be entered for required fields?  Currently I upload files and no enforcement of metadata when I have required fields set.

Thank you

4 Replies
Solution
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.
Thank you.
When looking at it, I believe this new method is also better. I don't expect to be using classic mode.
Thx

I believe the only way to force users to add metadata when uploading a document is by using a list to capture the required fields, have the users then upload a document or documents, then use a MS Flow to move that data over to a document library, maybe after some approvals occur or using a delay or timer, etc.  Having the ability to require the metadata when someone is uploading a file and not letting them save it until they do complete all the information, such as occurs in a SharePoint list, would be a really GREAT feature!  I have been having issues getting all of the metadata over to the library even though it is written in the Flow. @Robert Lien 

@Robert Lien 

I do not believe there is a silver bullet to address the problems associated with adding metadata to content. In addition to the above mentioned methods there are alternatives that may help. For example, use
- tools that require users to select content types (and set properties) during uploading
- tools that automatically extract properties from the uploaded content (e.g. PDF keywords, email subject, GPS coordinate, ...) and capture the values as metadata
- "inheritance" (e.g. documents uploaded to a project folder inherit the folder's metadata that are project specific)
- tools that provide "auto-classification" capabilities

Paul | SLIM Applications
http://www.slimapplications.com

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