Saving Document Attributes

Forums General discussion Saving Document Attributes

This topic contains 3 replies, has 2 voices, and was last updated by  Alexander Bautz 8 months, 1 week ago.

  • Author
    Posts
  • #19821

    Iain Munro
    Participant

    Hi There

    A few years ago, I managed to save document attributes that when saved added the data to the fields in a sharepoint list.

    I am trying to do that today with O365, but cannot figure out how to do that. I know it is exists as this is what is required when you use the Record Center site template.

    Any help or pointers where to look would be appreciated.

    Iain

  • #19836

    Alexander Bautz
    Keymaster

    Hi,
    I don’t understand exactly what you mean – can you elaborate a bit more?

    Alexander

  • #19854

    Iain Munro
    Participant

    Hi Alexander

    Thanks for getting back to me.

    Yes, when you upload a document, typically, it just uploads, but any of the columns will not be completed as you have not entered anything.

    What I want to do is collect that data during the upload process – like name and title for example. When the document is saved, it is uploaded and the column data filled in.

    Regards

    Iain

  • #19888

    Alexander Bautz
    Keymaster

    Hi,
    I think the only thing you need to do to bring up the “EditForm” and to force the use to add the metadata is to set the columns as required in the list setting in the document library (it isn’t enough to set it as required in DFFS).

    Alexander

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