Saving Document Attributes

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    • #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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