Aug 06 2019 12:29 PM
Greetings Everyone,
Fairly new to SharePoint and need guidance. I am using SP Online (modern pages) and I set up a document library with a few required fields such as category, subject and document type. I would like SharePoint to prompt a user when uploading or drag&drop a document to update the required fields in order to complete the upload. When I attempted to test, the properties dialog box is not showing up at all. SharePoint uploads the document automatically. How do I go about changing the settings for the dialog box to appear and prompt the user to enter and complete the required fields??
Th
Aug 06 2019 12:39 PM
Hi, as far as I know this is not possible in the new UI, and the "required" fields are now used as guidance.
So you can upload / create a document and you'll get the Required Info (yellow) in the column. the user will need to go edit those field with more clicks...
The document may also be checked out, and will not be checked back in as long as the fields are not filled.
Aug 06 2019 01:03 PM
Aug 06 2019 01:21 PM
@ChrisWebbTech - unfortunately, I tried refreshing and opening a new browser instance and the same issue still persist. Thank you though for the response and assistance.
Aug 06 2019 01:53 PM
Aug 06 2019 01:58 PM
@R3d3mpt10n
@Beau Cameron is a dev guru. He might know this off the top of his head. Is there anyway that for example the spfx command bar extensions can be used on an upload event etc? Didn't know if there was anything out there for this to get around this problem of prompting for metadata when uploading documents.
Aug 06 2019 02:02 PM
@ChrisWebbTech - thank you sir!
@Beau Cameron - would you be able to assist me with this issue? I am fairly new to SP so please bear with me any growing pains if I ask too many questions.
Aug 07 2019 02:51 AM
Aug 07 2019 05:23 AM
There are indeed 3rd party solutions that provide this functionality. See e.g. https://directory.collab365.community/office365-sharepoint/best-document-management-tools-for-sharep...
They provide the user with a popup window to select one of the available content types and specify metadata fields. In case the content type contains required fields the user is required to provide values prior to uploading. This way you do not end up with "orphan" documents in your system that are checked out and do not have metadata attached.
Some tools (e.g. SLIM Companion Explorer) also allow mapping properties from the source files (e.g. keywords in PDF files, GPS coordinates in jpg files, ...) to Sharepoint columns.
Paul | SLIM Applications
Aug 07 2019 07:17 AM
Jan 30 2024 07:39 AM