Good video! I was wondering this myself. The drawback is that this brings back the ability for the user to upload the document and leave the metadata blank (by just closing the app after the file uploads). The Shane/Reza method let’s me make sure all metadata is filled out before uploading the file and passing in the metadata, which my process insists on. As an alternative, using your method, the Automate script could upload the file and then wait, for say an hour, and then refresh the record (or start another Flow) and delete the file/record if that record’s metadata hasn’t showed up yet. You’ve definitely given me something to think about. Thanks!
Good Points, totally agree. Waiting to Update the file is a good idea. Thanks for watching Jeff. You could always build in some conditions on the submit button display mode to fix any blank metadata too.
Hi Andrew, very well explained and great video, just one question, there is a video link in your description; its been deleted, was there an updated video of that video? Thank you!! 👍👍👍
There could be ways around that, allowing an edit function in Power Apps. Or manually doing it in SharePoint. Also things like SharePoint Advanced Management can use AI to populate it now auto-magically. There are a bunch of options. I think this way was just an idea not for complete production 😀
2 หลายเดือนก่อน +1
@@andrewhess123 thank you! I think I'll make it in one go with all fields mandatory in order to submit
This worked perfectly! Thank you! One quick question though. What's the bets way to get this intake form into the user's hands? I mean, can we launch this form directly from the Library? Or can I launch it on a Button click from the SharePoint page?
Hi sweathshoes26, I guess that all depends on your business scenario. You could have Power Apps show a view of the pdf or document, they could read it directly in Power Apps. You could email it to them directly. One simple way is just share the file from SharePoint. I don't think there is a best way, it depends on your business needs.
This is great and all, but is there a way to have it do this, but instead of from a powerapp, just trigger on when someone drags and drops a file in the sharepoint libary? We do not have a folder setup, but would like it so that when I drag a file into a specific view, it auto applies the metadata colums in that view to the file.
awesome video! Do you know how to update a muti select combo field that is set to accept multiple users from power automate to a document library? If so could you reply with the steps or make a short video?
Hi allen, so there is a multiselect combo field of users, in Power Apps? That you want to push to a document library? Or the data is coming from somewhere else and you want to go power automate to a SharePoint document library?
@@andrewhess123 thank for responding- the multi select combo box which I am using as a people picker is coming from powerapps. I am using the 365Users connector with the combo box which is also set to allow multiple selections. I want to send the metadata from powerapps to a document library. By the way I asked Reza and a few others he’s not sure how to do it so this one might be a challenge
@@andrewhess123 The document library has a people picker field. A combobox was the only way I could get a multiple selection type field that I know of that could search for a user and give you that user. However, if you know of a better field to use as a people picker in powerapps that can send data to a people picket field in a document library that is fine.
@@callbainis @allen bien-aime Right now, I have it working with 1 person. To get 2 people, I have to figure out how to format it in Power Automate to a JSON that accepts "Claims". Let me see if I can get it.
Hi Andrew, needs your advice on project I’m working on. I exported a collection to CSV format and have 3 metadata columns in the document library but I only wanted to update just one metadata column with value from the collection/text column. Nothing is working for me at the moment.
Hi @@andrewhess123, I'm planning like upon clicking 'Submit for Review' button, I want all collections to be exported in CSV form and only one metadata column will populate value from one collection. And yes, I'm planning to use Patch statement to populate that one value to metadata column
Hi Mr. Arthur! Maybe this article here can help from SharePoint Maven, who's excellent! sharepointmaven.com/4-ways-to-tag-folders-with-metadata-in-sharepoint/ I believe using content types would be the correct way. Once you have your content type set up, I believe you can call it from your Power App. I have a similar video, but not exactly what you are asking. th-cam.com/video/sQMMKb0UQT4/w-d-xo.html&t Let me know if this leads you in the right direction? Or Will need a specific video for this scenario! Thanks for watching!
Hey Andrew i thank you so much again for this video that solved my all requirements in my previous project, You truly a PP legend. Now for another project I have a requirement for a user to be able to upload/create a folder in SP from PowerApps not only single docs. Q: Can I upload a folder with docs instead of single doc? ? Literally we wanted to mimic SP library feature in PowerApps upload+display docs+folders . So users don't need to interact with the backend SP library
Hi Yehun, once again yes this is possible. You might want to look at Power Automate for doing this though. Power Automate + Power Apps. You could target a folder then create the folder in SP with Power Automate, then apply to each document and push them to the newly created folder. Another option is to use Metadata and GroupBys instead of a folder structure in SharePoint. Then push the documents with metadata and move the documents in the library. You would not need Automate to do this. Would be very hard to explain by text would need a video to be clear, but it's 100% possible!
@@yehunlavolontededieu322 I think the idea of using metadata may be a good video. It will be coming in the near future. No worries not many are advanced in PPlatform as of yet. It's still pretty new, you're in the right place.
@@andrewhess123 please do 🙏🏻🙏🏻. Almost all vlogs/blogs I checked DON'T include metadata scenario and nowadays most businesses are utilizing metadata especially for doc approvals . I found ONLY your video to meet my 'metadata' requirement .
Hi Nancy! Yeah... things changed from Microsoft and I had many comments about how it wasn't helpful anymore, so had to remove it. There were a good bit of negative comments. But this still works.
Thank you so much , you saved me. Only this solution worked for me as my metadata set up in Termstore. @MSFT There has to be somehow a direct way to upload doc and add metadata, All these workaround isn't fair MSFT...If you didn't come up with this solution my project would fail. thanks a lot
This was a long one but there was a lot of information! I'll try to make shorter quick videos!
Just want to let you know that this solved an issue I had spent a week looking for. thank you so much!
Thanks so much Amy, very encouraging!
Good video! I was wondering this myself. The drawback is that this brings back the ability for the user to upload the document and leave the metadata blank (by just closing the app after the file uploads). The Shane/Reza method let’s me make sure all metadata is filled out before uploading the file and passing in the metadata, which my process insists on.
As an alternative, using your method, the Automate script could upload the file and then wait, for say an hour, and then refresh the record (or start another Flow) and delete the file/record if that record’s metadata hasn’t showed up yet.
You’ve definitely given me something to think about. Thanks!
Good Points, totally agree. Waiting to Update the file is a good idea. Thanks for watching Jeff. You could always build in some conditions on the submit button display mode to fix any blank metadata too.
Hi Andrew, very well explained and great video, just one question, there is a video link in your description; its been deleted, was there an updated video of that video? Thank you!! 👍👍👍
Hi Imran! Ahh yeah, I think Microsoft changed the way it was done, so I deleted an outdated video. Maybe I need to create a new video on this topic 😃
@@andrewhess123 ; sounds good Andrew, and thank you for your knowledge sharing 😊👍
This is marvelous. I just want to ask anyone here, just to understand... unless the user completes the popout, the file would remain untagged?
There could be ways around that, allowing an edit function in Power Apps. Or manually doing it in SharePoint. Also things like SharePoint Advanced Management can use AI to populate it now auto-magically. There are a bunch of options. I think this way was just an idea not for complete production 😀
@@andrewhess123 thank you! I think I'll make it in one go with all fields mandatory in order to submit
Nice Maria! I usually agree that the easy approach is the best one 😄
This worked perfectly! Thank you! One quick question though. What's the bets way to get this intake form into the user's hands? I mean, can we launch this form directly from the Library? Or can I launch it on a Button click from the SharePoint page?
Hi sweathshoes26, I guess that all depends on your business scenario.
You could have Power Apps show a view of the pdf or document, they could read it directly in Power Apps.
You could email it to them directly.
One simple way is just share the file from SharePoint.
I don't think there is a best way, it depends on your business needs.
This is great and all, but is there a way to have it do this, but instead of from a powerapp, just trigger on when someone drags and drops a file in the sharepoint libary? We do not have a folder setup, but would like it so that when I drag a file into a specific view, it auto applies the metadata colums in that view to the file.
Sure, you just have to set a Power Automate up to fill in the metadata based on whatever logic you want to give it.
awesome video! Do you know how to update a muti select combo field that is set to accept multiple users from power automate to a document library? If so could you reply with the steps or make a short video?
Hi allen, so there is a multiselect combo field of users, in Power Apps? That you want to push to a document library? Or the data is coming from somewhere else and you want to go power automate to a SharePoint document library?
@@andrewhess123 thank for responding- the multi select combo box which I am using as a people picker is coming from powerapps. I am using the 365Users connector with the combo box which is also set to allow multiple selections. I want to send the metadata from powerapps to a document library. By the way I asked Reza and a few others he’s not sure how to do it so this one might be a challenge
@@callbainis When it reaches the document library, does it matter if it's in a combo box or people picker?
@@andrewhess123 The document library has a people picker field. A combobox was the only way I could get a multiple selection type field that I know of that could search for a user and give you that user. However, if you know of a better field to use as a people picker in powerapps that can send data to a people picket field in a document library that is fine.
@@callbainis @allen bien-aime Right now, I have it working with 1 person. To get 2 people, I have to figure out how to format it in Power Automate to a JSON that accepts "Claims". Let me see if I can get it.
Hi Andrew, needs your advice on project I’m working on. I exported a collection to CSV format and have 3 metadata columns in the document library but I only wanted to update just one metadata column with value from the collection/text column. Nothing is working for me at the moment.
Hi Adila, are you using a Patch Statement in your Power App?
Hi @@andrewhess123, I'm planning like upon clicking 'Submit for Review' button, I want all collections to be exported in CSV form and only one metadata column will populate value from one collection. And yes, I'm planning to use Patch statement to populate that one value to metadata column
H Andrew, thanks. Do you know how I can set metadata to a folder with power apps
Hi Mr. Arthur! Maybe this article here can help from SharePoint Maven, who's excellent! sharepointmaven.com/4-ways-to-tag-folders-with-metadata-in-sharepoint/
I believe using content types would be the correct way. Once you have your content type set up, I believe you can call it from your Power App. I have a similar video, but not exactly what you are asking. th-cam.com/video/sQMMKb0UQT4/w-d-xo.html&t
Let me know if this leads you in the right direction? Or Will need a specific video for this scenario!
Thanks for watching!
@@andrewhess123 thanks for your quick reply.
Hey Andrew i thank you so much again for this video that solved my all requirements in my previous project, You truly a PP legend. Now for another project I have a requirement for a user to be able to upload/create a folder in SP from PowerApps not only single docs. Q: Can I upload a folder with docs instead of single doc? ? Literally we wanted to mimic SP library feature in PowerApps upload+display docs+folders . So users don't need to interact with the backend SP library
Hi Yehun, once again yes this is possible. You might want to look at Power Automate for doing this though. Power Automate + Power Apps. You could target a folder then create the folder in SP with Power Automate, then apply to each document and push them to the newly created folder.
Another option is to use Metadata and GroupBys instead of a folder structure in SharePoint. Then push the documents with metadata and move the documents in the library. You would not need Automate to do this. Would be very hard to explain by text would need a video to be clear, but it's 100% possible!
@@andrewhess123 Thank you , I'm not advanced in PPlatform yet I but I will give it a try based on your suggestion. stay blessed
@@yehunlavolontededieu322 I think the idea of using metadata may be a good video. It will be coming in the near future. No worries not many are advanced in PPlatform as of yet. It's still pretty new, you're in the right place.
@@andrewhess123 please do 🙏🏻🙏🏻. Almost all vlogs/blogs I checked DON'T include metadata scenario and nowadays most businesses are utilizing metadata especially for doc approvals . I found ONLY your video to meet my 'metadata' requirement .
@@yehunlavolontededieu322 Totally awesome to hear! Thank you!!
Is it possible to to the Upload Attachment and the save Form(Metadata) in the one click button?
Hi Scott, yes that should be possible with one click.
@@andrewhess123 I think I have worked out how to do that. Thanks for you reply and helpful videos!!
@@ScottHemsley Nice Scott glad you got it!
Your part one isn’t available anymore..?
Hi Nancy! Yeah... things changed from Microsoft and I had many comments about how it wasn't helpful anymore, so had to remove it. There were a good bit of negative comments. But this still works.
Thanks
Thank you Bryan!
this video is too long for set metadata properties by using gallery timer and so on......
Sorry. Yes old video. I agree, probably could be remade better 😔
Thank you so much , you saved me. Only this solution worked for me as my metadata set up in Termstore. @MSFT There has to be somehow a direct way to upload doc and add metadata, All these workaround isn't fair MSFT...If you didn't come up with this solution my project would fail. thanks a lot
Awesome Yehun, glad you got it working. There are other ways to upload docs with metadata. Glad this one worked for you though!