08-06-2019 12:29 PM
08-06-2019 12:29 PM
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??
08-06-2019 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.
08-06-2019 01:03 PM
08-06-2019 01:53 PM
08-06-2019 01:58 PM
@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.
08-07-2019 02:51 AM
08-07-2019 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
08-07-2019 07:17 AM