SOLVED

Forms - Build/link choice list with SP Term Store

Steel Contributor

Is there a possibility to retrieve and show the values of a SP Term Store set as a choice list for the user interface within a Form while editing/submitting the Form?

If it's not possible in the Front-End, can we link/retrieve the values in the Back-End?

When submitting the Form, we're creating/adding a new Item to a SP List using Flow > standard & straightforward functionality. This is working very well and easy to implement. Yet we're struggling with Field items that use Managed Meta Data (linked with a Term Store Set).

The values captured by the Form and copied by Flow to the new Item are just plain Text values and don't contain any reference to the Term Store set. When mapping that plain text value to a Managed Meta Data type field an error is raised. Logically as the MMD field expects a unique ID referencing a value in the Term Store set. Is there a method/way to convert/link a plain text field such that it can reference/map with unique IDs of Term Store set in MMD fields?

5 Replies
best response confirmed by VI_Migration (Silver Contributor)
Solution

Hi @Eric Deferm 

 

I've never tried Forms and Flow for the SharePoint Term Store, however I did stumble across this discussion thread and blog that might be useful (or not).

 

https://flow.microsoft.com/en-us/blog/managed-metadata-tago/

 

https://powerusers.microsoft.com/t5/General-Flow-Discussion/Is-it-possible-to-add-a-SharePoint-manag...

 

Best wishes and good luck!

 

Cheers

Damien

 

Hi @Damien Rosario tx for directing me the discussion blog article, that was really helpful. I managed to get it working for single value Managed Meta Data fields referencing Term Store sets. Still struggling with multi value MMD fields and the correct syntax.

For a single value MMD field Flow just requires to put the value of the corresponding selected option from the Form (given that Form choice list is composed as follows <value>|GUID. With the correct choice option Flow converts it as follows (for a Form field called Language) --> "Language": { "Value": "Chinese Simplified|7d195f65-0778-41da-a0b9-c44af83c3c0b"}

However for multi value MMD fields, Flow is not converting the syntax to a proper result, for the Country field the following happens --> "Country": [ { "Value": "[\"Argentina|a6b99d64-f5ec-42fe-b41c-95e4d4935e61\",\"Australia|c8f575d4-087e-4838-8324-1298f0c14cdcArgentina\"]" } ],

Whereas the correct syntax (when assigning values in Flow it self) looks like this

"Country": [ 

{ "Value": "Argentina|a6b99d64-f5ec-42fe-b41c-95e4d4935e61" } ,

{ "Value" : "Australia|c8f575d4-087e-4838-8324-1298f0c14cdc" }

],

Will continue the quest for 'clean' syntax.

I've found an easier way to assign Managed Metadata Fields in Flow. Using the hidden list https://<tenant>.sharepoint.com/TaxonomyHiddenList you can lookup the corresponding term store key via the 'Title' column. Next step > assign the value by combining the Label (plain text) and IdForTerm separated by the '|' (pipe).

LookupTermstoreTaxonomyHiddenList.pngLookupTermstoreTaxonomyHiddenList2.png

Nice one @Eric Deferm! If anyone else needs to figure this stuff out, you've given something for them to lock onto!

 

Cheers

Damien

@Eric Deferm ... dang ... looks like that list has been hidden a bit better now!

 

Ah!

 

After a day's work (not just on this!!) I have found it.

 

It's now here:

`[siteURL]/Lists/TaxonomyHiddenList`

1 best response

Accepted Solutions
best response confirmed by VI_Migration (Silver Contributor)
Solution

Hi @Eric Deferm 

 

I've never tried Forms and Flow for the SharePoint Term Store, however I did stumble across this discussion thread and blog that might be useful (or not).

 

https://flow.microsoft.com/en-us/blog/managed-metadata-tago/

 

https://powerusers.microsoft.com/t5/General-Flow-Discussion/Is-it-possible-to-add-a-SharePoint-manag...

 

Best wishes and good luck!

 

Cheers

Damien

 

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