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?Tags 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?
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.
SharePoint Document Library Default Tags
Hello, We've ran into a small problem with the default column values feature on a SharePoint Online document library. We've set up the enterprise keyword columns default values on a library, and it works fine most of time and adds the tags to the uploaded file, but if a user uses the new button and adds a new docx file from the default templates, it doesn't work. The main reason is that the template docx has no keywords set in it's metadata, but we observed different behavior when uploading files: if the uploaded docx has no keywords set, it gets overwritten correctly. As a workaround we've tried to modify the default templates keywords to match the settings on the doc library, but we've found no method to do this. Thanks in advance. LeventeIs it possible to search for / audit / report on documents that do not have meta data terms populate
We are migrating content from classic sites to modern sites and starting to generate a lot more content within our modern sites. We went to the effort of setting up enterprise terms before we started, but we already a number of documents where meta-data is not populated. How do we find those documents so that they can be updated?
