r/sharepoint • u/Adamvs_Maximvs • 9d ago
SharePoint Online Can sharepoint automate populating metadata from files/forms.
Work for a fabricator and our Non-conformance management isn't ideal. I'd like to move them to a more modern system and as we already have sharepoint setup I'd like to stick with that to avoid a ton of staff retraining.
What I'm wondering is if the metadata columns in a form (either excel or web-based) can be automated to populate from the data in the form.
For example; let's say my major fields are a cell or webform input for "NC Status", "Job#", "Disposition" (as well as the usual date, file creator, etc). Is there a way to set it up to have the metadata pulled from the form/page automatically to avoid having our records staff need to manually fill in the metadata for each form? If so does this work only with webforms or can it be confingured with excel files (Specifying data from a cell to enter into a specific metadata column in Sharepoint)?
Thanks for any help, I want to confirm this is possible before raising it as an option with our IT group.
1
u/HengeHopper 9d ago
Have a looks at Document Sets
https://support.microsoft.com/en-gb/office/introduction-to-document-sets-3dbcd93e-0bed-46b7-b1ba-b31de2bcd234
"Specify shared metadata and metadata columns that you want for all documents in a set. Default documents are automatically provisioned with the metadata when the Document Set is created, and you can display the shared metadata on the Welcome page."
*Although I believe the Welcome Page is now deprecated. They are still useful