The ask, propose a reimagined folder restructure for a group migrating to SharePoint Online (SPO) later this year. Pushing back a bit and flipping the ask, why not simply do away with folders? Especially considering Knowledge Agents, agents built in SharePoint, will soon be able to reason over metadata. Microsoft has actually encouraged flatter SharePoint … Continue reading SharePoint Online: Modern Architecture | The Case for “Folder-Less”
SharePoint Metadata
Power Automate: SharePoint Online | Check If Document Set Exists [ v3 ]
The ask, find another, another way to determine whether a document set exists or not. Still using the Deal ID value as the unique identifier, instead of adding the Get files (properties only) action [ option #2 ], use the Send an HTTP request to SharePoint action. This particular HTTP request action takes advantage of … Continue reading Power Automate: SharePoint Online | Check If Document Set Exists [ v3 ]
Power Automate: SharePoint Online | Check If Document Set Exists [ v2 ]
The ask, determine whether or not a document set exists before Power Automate tries to create one. Otherwise, the cloud flow will run long, appear stuck, and eventually fail. The flow could check for an existing document set by Name, but because SharePoint Online (SPO) isn't the source of truth system. this column value isn't … Continue reading Power Automate: SharePoint Online | Check If Document Set Exists [ v2 ]
Power Automate: SharePoint Online | Check If Document Set Exists
Document sets aren't new to SharePoint Online (SPO), but plenty of organizations are just discovering them as they're a great way to bundle related documents. And document sets allow organizations to group and manage these related files as a single entity, defining metadata for the entity instead of individual files. Figure 1 - SharePoint Online … Continue reading Power Automate: SharePoint Online | Check If Document Set Exists
SharePoint Online: Document Sets | Default Folders Only
Document sets are essentially metadata-enabled folders, ideal for standardizing and bundling documents in a predefined folder structure, allowing people to manage their related assets as a single entity. Imagine HR onboarding a bunch of new hires. On their first day, HR creates a record for each person, then shares the item with the respective new … Continue reading SharePoint Online: Document Sets | Default Folders Only
SharePoint Online: Understanding | Document Sets
Likely an oversimplification, but document sets are essentially collections of files and folders bundled together with shared metadata. A holdover from earlier versions of SharePoint Server, document sets aren't enabled by default in SharePoint Online [SPO], but can be enabled as a feature at the site collection level: Figure 1 - SharePoint Online site collection … Continue reading SharePoint Online: Understanding | Document Sets
SharePoint: What If… Metadata?
Metadata is baked into SharePoint. Even so, many people use SharePoint just for document storage and never explore metadata. But without metadata, SharePoint isn't living up to its full potential. What is metadata? Why is metadata important? For simplicity, think of metadata as "document tagging"/ "document categorization". With the documents tagged, search gets leveled up. … Continue reading SharePoint: What If… Metadata?
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