If you do provide a choice that does not exist in the drop-down or misspell it – it will let you know, which is nice! It might be a bit annoying and overwhelming, especially if you have a long list of drop-down choices and don’t think of yourself as a right candidate for a spelling bee competition. If you recall in Step 3 above, you had to type in the Text value of your metadata, even though it was a drop-down (Choice) column. Nice!īefore you say “Greg, what you just showed me here is awesome,” I want you to be aware of a few significant limitations which might make you say word for a different reason. Once completed, you will end up with a “folder-less” library that allows you to sort/group and filter based on metadata that got auto-populated for you. I published a post on how to do this previously, so check it out for detailed instructions. And the trick here would be to hide (suppress) folders altogether. But what about us, metadata liberals? We don’t want to see those pesky folders in our view, we love metadata and wish to sort and group and folder by all those columns we have! No problem at all. There is no tagging whatsoever, all they have to do is upload files just like they did for the last 20 years. So we just appeased the folder conservatives. You will notice that they are now auto-tagged based on the folder they are uploaded into! Go ahead and upload or drag and drop files into the folders. Step 4: Upload or drag and drop files into the library Repeat the above exercise for all the folders you have (I know, sounds like fun!).So you can now move to the next folder and map it too. Once you configure a particular subfolder, you will notice a green gear wheel appearing over it on the left-hand-side – that means the folder has been mapped to some metadata.For example, in my case, I want all documents dropped into Facebook > Contracts folder to be mapped against Client Name = Facebook and Document Type = Contract. Make sure to spell it exactly like it is in your column. I know, it is a bit odd that you need to type in text and not choose the choice from the drop-down. Next, select Use this default value radio button and type in the same choice text that you have listed in your drop-down choice columns above. Then, in the middle, choose the column you want to specify a value for. So the way mapping works, you first click on a particular folder on the left that you want to map.On the left side, you have your folder hierarchy, and in the middle, you have all your custom metadata columns. You will be presented with a screen that looks like one below.On the Library Settings page, choose Column Default Value Settings.Navigate to your Library Settings ( Gear Icon > Library Settings).Now it is time to map folders to metadata. Step 3: Map folders with metadata using Column Default Value Settings feature In my case, I created two columns: Client Name (with a drop-down for client name) and Document Type (with a drop-down for document types).
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