Create a flow to trigger on a column change
Hello, Could someone please share how to create the following (Power automate) flow : 1. Given folder with files 2. It has custom column "Assigned To", type "Person or Group" 3. When value is set to this field per file need to send an Outlook notification (or any other action) It is similar in functionality to "Rules" notify on column change (screenshot below), but because it is requires a custom e-mail template, this "Rule" can't be used as-is. I've tried steps to retrieve the file metadata and similar ones, but wasn't able to select this specific property "Assigned To" and for any file in a folder (not for certain file, that hardcoded in a step).
Formula for calculated value showing as metadata
Hello, I have a User who was able to automatically tag files with metadata based on folders in SharePoint per the video https://youtu.be/Tq5zibnXkhY. However, one attribute is a calculated value, =TEXT(Today,"YYYY"), used as the default value. The formula, =TEXT(Today,"YYYY"), is showing instead of the calculated value. What can be done to fix this?
Term GUID showing in sharepoint list filter
I'm adding metadata to a sharepoint list via power automate. From testing and other posts, below is the fomat that I have found to work to add the term to the list. Issue is, when I filter the list, I get the Location + its term. It appears that the metadata is being added to the list properly. Am I passing the wrong string in power automate or any ideas on why the guid is showing in the filter?
Error resetting last modified date
Hi! I am using CSOM to change SharePoint Online files and reset the last modified date of their items. It works, when I log in to SharePoint with user name and password. When I create an app registration and use MSAL to get a token through interactive login, the reset of the last modified date will not work. The code is the same. It is just the token, that makes the difference. The app registrations API permissions are set to AllSites.Manage, so it should have enough rights to change meta data. Any suggestions what I could change? Cheers AlexTags with keywords in SharePoint
I know much about SharePoint metadata already. Also about the term store and the content type hub, where I can assign content types to many SharePoint pages. What I don't know is a smart way how to implement tagging. My scenario looks like this: 1. We have many SharePoint pages for our customer projects, each one for a machine we sold to a customer. 2. Sometimes failures in our customer projects happen. Those failures are repeating through many of our projects. 3. Each failure has a name 4. A failure can be described with different keywords in different languages. For example: 1. Name: Ram broke down Search terms: Ram break, Ram failure, Hopper leackage, Stempel fehlerhaft, ... 2. Name: Oil too hot Search terms: Oil issue, Öl zu heiß, Öl boiling 3. Name: Pressure too high Search terms: Pressure problem, Druck zu hoch, ... If a failure happens, people should be able to assign the Name of the failure to a set of files (a document set, a library or something similar) If other people search later for specific search terms, the cases should be found. For example: In ten different SharePoint pages I assigned the "Ram broke down" failure to a set of documents. If people are now searching for "ram failure", they should find all ten SharePoint pages, because "ram failure" is a search term for the failure "Ram broke down". However, with normal metadata something like this cannot be archived. One idea would be to use a managed metadata field for each failure and store all search terms below it. But assigning those to documents will be tedious, because all "search terms" have to be added manually. There must be a better idea... Do you have any alternative solution?
Create clickable label/tag in a wiki
I want to create a tag/label within my SharePoint portal similar to how this site handles labels. I would like sections to have clickable labels/tags that will list related information but have been unable to achieve this. I used the term store and displayed a category field using page properties web part, but unable to link the actual terms. Any information would be helpful. Below are the images of what I'm trying to recreate.Change Managed Metadata term of site column without loosing data
Years ago I created a Content Type "Order Document" that I am publishing via the Content Type hub to thousands of SharePoint pages. The content type is highly used by many users. Especially a site column called "DocumentKind" that is a managed metadata field (Term store). So thousands of our documents have a "DocumentKind" attached and over the years we got more and more document kinds in the term store. We now did a lot of cleaning and want to change the structure a little, to make life easier for our users. My site column "DocumentKind" had this term selected: You can see that users have a big hierarchy of "Terms" they could choose. This is not so easy and for this reason we simplified the whole concept for the future. We moved the most important terms to a new Term called "DocumentType". The other terms should not be used anymore and also can get lost (we dont care) But I am now afraid to change the site column like this: In the moment I do this, users will only be able to select Document types from the term "DocumentTypes", but not terms of the rest of the hierarchy. This is wanted. But what about the thousands of docs that have already terms attached? - Will terms that we did not move to "DocumentTypes" stay in the site column? I dont care to much. - But more important: Will terms that we moved to "DocumentTypes" still stay attached to all the documents, even though I am changing the hierarchy level of the site column? I am afraid to publish this content type, because I am afraid to loose the metadata. Can I safely do this?Sharepoint not forcing value input of required metadata
Hi, I noticed, with much disappointment, that when I set a column to "Require that this column contains information" in a document library, and then when uploading a file, I am not forced to enter metadata but the file simply shows "Required info" in the column. Do you think that using a custom form for uploading file I can in some way drive the upload to force the valorization of the required metadata (e.g. disabling "Save" or "OK" button in the form until the required column does not contain a value)? Thank you.Column formatting given value
I have created a meta-data column in SharePoint called "Issuer" and I also have a std column "Created by". Most of the time the Issuer is the same person who also created the document. Is there a way so that I automatically can get the name of the person who created the document in the Issuer column? Like a given value that you can change if you want. Regards, Teresa
