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Doc properties need assigning with batch file upload

(3 posts)
  1. akorelc
    Member

    We have a requirement that, when a content contributor uploads multiple documents, each document's properties need to be automatically generated to complete certain required fields. For example, the document needs to be categorized and tagged as belonging to a certain content type and a workgroup. We're working with a batch of Word documents, not importing a spreadsheet.

    Once the multiple upload has been done, is it possible to provide something like a checkbox field (for example, on a User edit view to update a User's permissions) with an "update" button?

    Posted 1 week ago #
  2. The only way is to solve your problem problematically by creating a a workflow or an event handler. So there is no OOTB solution. Let me know if this is acceptable for you, and I will provide you with additional details on how to do this.

    I did not get the second part. What would Update button do?

    Toni

    Posted 1 week ago #
  3. akorelc
    Member

    Hi, Toni, and thanks for responding.

    I decided upon a simple OOTB solution that is working well for now. I created a custom datasheet view of the specific document library for each different workgroup. The content contributors for each workgroup have been given a URL to their group's view. After the documents are uploaded, the content contributor can easily edit each field as needed before leaving the library.

    For future iterations, I've proposed that we create a template from the first page of the documents (currently boiler plate, cut & paste) to capture metadata upon upload in either or both of 2 ways: 1) from hidden fields on that page, and/or 2) from custom document properties. These fields would, of course, match the defined fields and columns for the document library.

    To take this a step further, I created custom Content Query web parts to capture data views for each workgroup.

    I've also been able to use this method as a way to emphasize to our BO's the importance of sound information architecture, well-defined content types and metadata, and that we really don't need to use folders to organize documents.

    To answer the "Update button" question: it would function like a "select/deselect all" button on the column. At this point, I'm not focusing too hard on that; it's a "would be nice" feature for the BO.

    Alysia

    Posted 2 days ago #

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