Forum Discussion
power automate that automatically fills metadata in an sharepoint library
Dear Micrososft-Community,
i'm a newbie with power automate and try to write a flow that fills metadata.
I have a documen library in sharepoint with several metadata columns for filtering like: Ceated by, month of creation,...
Whenever a new document is created i want the metadata automatically be filled.
Can anyone suggest me a guide that helps me writing the flow.
Thank you!
Hi EF711,
you can create a Power Automate flow to automatically fill metadata in a SharePoint library.
Here are the general steps for making the Flow:
1. Create a new flow in Power Automate:
- Go to the Power Automate portal (flow.microsoft.com).
- Click on "Create" and select "Automated cloud flow" or "Instant cloud flow" based on your requirements.2. Set the trigger for the flow:
- Choose the appropriate trigger based on how a new document is created in your SharePoint library. For example, you can use the "When a file is created (properties only)" trigger.3. Retrieve the document metadata:
- Add an action to get the necessary information about the newly created document.
- Use the SharePoint connector and select the "Get file metadata" action.
- Specify the site address and file identifier to retrieve the metadata.4. Populate the metadata fields:
- Add actions to fill in the desired metadata fields.
- Use the SharePoint connector and select the "Update file properties" action.
- Specify the site address, document identifier, and the metadata values you want to set.5. Save and test the flow:
- Save the flow and give it a descriptive name.
- Test the flow by creating a new document in your SharePoint library and check if the metadata gets automatically filled as expected.While these steps provide a general guideline, it's important to customize the flow according to your specific SharePoint library and metadata requirements.
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Kindest regards,
Leon Pavesic
Hey Leon, thank you very much for your suggestion!
Unfortunatly i couldnt make the worklow run, it throws me an error all the time.
errorworkflow
Hi EF711,
You may try recreating the flow from scratch using a blank template instead of using an existing template. Another suggestion is to check if the "Title" field in the changed item is left blank. Review the items in the list and ensure that the "Title" field is properly filled, even if it has a different label. You can edit the column settings in the list settings and enforce the field to be filled by setting it as a required field. This can be done by navigating to the list settings and modifying the settings for the "Title" field accordingly.
Please click Mark as Best Response & Like if my post helped you to solve your issue.
This will help others to find the correct solution easily. It also closes the item.If the post was useful in other ways, please consider giving it Like.
Kindest regards,
Leon Pavesic
