Forcing metadata entry with SharePoint uploads SP O365

We've created a SharePoint O365 site for document management for our enterprise.

We've got 2 specific document types with required metadata.  We've also created a library for one of these types to test from the type and removed the default type of document.  The goal is to restrict uploads to not let the environment become a mess like we've got with older solutions.

We really want to force entry of required metadata with uploads, which we understand isn't a native capability.  I'm sure others have had this need though so I'm hoping that someone can provided a technique for doing this.  I'm talking about end-user uploaded - we can provide all required attributes through a tool.

Would triggers of some sort be a mechanism to catch uploads and validate metadata?  Is there another technique?  Are there several?
LVL 1
Gene KlamerusTechnical ArchitectAsked:
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Walter CurtisSharePoint AEDCommented:
If your metadata column are set to be required, upon upload a form will appear that requires the entry of those columns before the upload can complete. This is out of the box behavior.

Hope that helps...
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
Gene KlamerusTechnical ArchitectAuthor Commented:
Well, this doesn't seem to be happening.  The files upload, but are only flagged as needing data entry.  This is despite having both the document type metadata be required and the library fields required.

Also from what I've read, this is the expected behavior.
0
Walter CurtisSharePoint AEDCommented:
Your question -
Would triggers of some sort be a mechanism to catch uploads and validate metadata?

You can create a workflow that will start upon item creation that will be able to test for metadata and send out a mail to the person that uploaded the file notifying them that metadata is missing. I don't think that is what you are looking for though.

As you mention, the file will upload with empty required fields, but the file cannot be checked in until the required fields are complete.

There are probably better ideas out there...
0
Cloud Class® Course: Certified Penetration Testing

This CPTE Certified Penetration Testing Engineer course covers everything you need to know about becoming a Certified Penetration Testing Engineer. Career Path: Professional roles include Ethical Hackers, Security Consultants, System Administrators, and Chief Security Officers.

Gene KlamerusTechnical ArchitectAuthor Commented:
The behavior first described only applies if I configure SharePoint O365 libraries for "Classic" look and feel.  If I do that I can force the entry of attribute data to check-in a document and prior to that it will be uploaded, but in a checked-out state.  Not really sure where it resides in such a situation.
0
Walter CurtisSharePoint AEDCommented:
Thanks
0
Gene KlamerusTechnical ArchitectAuthor Commented:
Sort of a shame to revert to this look and feel.  The normal style is much more modern.  I've seem some discussion on feedback being sent to MS on allowing for this to be controlled for the current version without having to do this.  We'll see.
0
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Document Management

From novice to tech pro — start learning today.

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.