Aug 14 2020 01:40 AM
Hi,
I have a modern SharePoint Online library and I created a view to group the items based on a category column.
My requirement is to drag n drop the file from my desktop to the library category group so file automatically gets the category metadata applied. I remember doing that few days back but somehow this is not working.
Any idea or suggestions?
Thanks in advance.
Aug 14 2020 06:32 AM
Hi @AbhishekM Gupta - are you using folders and a metadata column? If so, you can use the Default Column Value settings in the Library settings. Dragging and dropping a file into a folder will autotag it. I typically create 2 main list views: 1 for 'consumption' that hides the folders and just shows the metadata and one that's for 'publishing' that shows the folder to allow for quick addition of files.
Aug 14 2020 08:49 AM
Aug 14 2020 09:36 AM
@AbhishekM Gupta, since you are not using folders, create a very simple Power Automate flow that starts with the trigger "When a new file created." then add the action "Update file properties."
Aug 14 2020 09:40 AM - edited Aug 14 2020 09:41 AM
Oh, I see one problem with your scenario. Views are just views into a single library. If you want different months and years to be automatically added, you cannot do that with just a view. Use folders and the option to automatically add metadata to the files in a folder. Or, if you want different libraries for each variation, see my previous post. @AbhishekM Gupta
Aug 14 2020 09:55 AM
Aug 14 2020 09:59 AM
Aug 14 2020 10:57 AM
@AbhishekM Gupta I am not sure I understand. If you wish to add different years automatically in a folder situation, you can do that via power automate. For instance, one flow will populate all years and months to files in a particular folder. Another flow will add the year and month to another folder, etc. Since you want it consolidated and automated though, I suggest libraries so that you can automatically apply of metadata using the column default values. I think I steered you wrong in previous posts and got those two opposite. But you just can't do that within a view in any way. It is one library, with one set of rules, no matter how you view it.