r/sharepoint 10h ago

SharePoint Online Sorting files with tags

2 Upvotes

I want to switch our company's files system to use tags. For example, we currently have a folder structure:

  • Folder for each supplier
  • 3 sub folders (Technical, Sales and Prices)
  • In each folder, another sub folder for different products

Sometimes this makes sense, but let's say you want to list all documents agaisnt a specific product, the structure doesn't work well.

So ideally I'd like to set up what are essentially saved filters. However, as far as I can tell, I can only do this for files in the same folder level. So I'd have to dismantle the existign folder structure?

A perfect solution would be to set up 'folders' that are essentially saved searches. For example, I could set up a folder for a specific product that just displays any files with a given tag.

I'm probably missing something obvious but any help is appreciated.


r/sharepoint 1h ago

SharePoint Online Bulk Update SharePoint Choice Metadata from Excel (Multiple Values per Document)

Upvotes

Hi everyone,

This is my first time posting in the Reddit Sharepoint Community, so please bear with me if this is a basic SharePoint question.

I'm definitely not a SharePoint expert, and I've been trying to figure this out for days without success.

My Scenario

I have a SharePoint document library that contains several SOP documents.

I created a metadata column called Keywords and configured it as:

  • Choice column
  • Allow multiple selections = Yes

My goal is to assign approximately 10 keywords to each document.

The Challenge

Doing this manually is extremely time-consuming because I have to:

  1. Open each document's properties.
  2. Click the Keywords field.
  3. Select all 10 keywords individually.

Since I already have all the keywords mapped to each document in an Excel file, I was hoping there would be a way to bulk update these values.

What I've Tried

I tried copying and pasting the values directly into the Keywords column from Excel using various separators:

  • Comma (,)
  • Semicolon (;)
  • Hash (#)

For example:

Keyword1, Keyword2, Keyword3, Keyword4

or

Keyword1; Keyword2; Keyword3; Keyword4

I even tried

#Keyword1; #Keyword2; #Keyword3; #Keyword4

However, SharePoint always returns:

"No results match for your entry."

My Questions

  1. Is there a way to bulk populate a multi-select Choice column from Excel?
  2. Can metadata updates be imported directly from an Excel spreadsheet?
  3. Is there a specific format required when pasting multiple values into a multi-select Choice column?

I'm looking for the most practical solution that avoids manually selecting 10 keywords for every document.

Any guidance would be greatly appreciated. Thanks in advance! 😊

Regards,
Rodrigo 


r/sharepoint 7h ago

SharePoint Online Choice Field and "Can add values manually" option

1 Upvotes

I'm working on a SharePoint list with an associated form created in PowerApps. In the SharePoint with a Choice field. I have 8 options listed for the Choice field but I want users to be able to add additional options should the 8 options not align with their preferred choices. I have clicked the "Can add values manually" option in the Column settings. However, when the user goes to the form, the user only sees the 8 options. When they type in a new option, it does not get saved in the SharePoint List or form.

I did notice that when the user goes into the SharePoint List view, clicks Edit In Grid View, and clicks on the cell for the Choice, the user gets the 8 options, but there's also text, "Type to filter or add new choice." The user can type in a new option and it does get saved in the SharePoint list.

How do I set-up the FORM to allow the user to add a new choice to the Choice field directly from the form itself and not have to go to the SharePoint List?

I tried to Google for a solution, even searched here on Reddit, but I couldn't find a solution.