Allow users to complete required metadata when uploading documents.
Allow users to complete required metadata when uploading documents using the modern library view. Currently, users are not prompted to complete required fields or select a content type. As a result, the file is left in a checked-out state unless the user knows to edit the properties as a second step after uploading. This breaks sites that have structured metadata and/or specific content type usage requirements. SharePoint has always prompted for these required fields in the past, why remove that functionality?
When you upload a file to a library with required metadata, the details pane opens and prompts you to enter those field values.
We’re investigating how we can bring this experience of Office Online as well – no timelines that we can commit to yet for that.
11 commentsComments are closed
Brian G Riesen commented
If it's not "done" in SharePoint Online and Microsoft is pushing O365, how is this marked as "done"?
My suggestion would be that if we set forms to open in a dialog and drag & drop a file into a document library, the new form should appear in a dialog window with all the metadata field on full display. It should do this whether or not fields are required.
This is a super disappointing limitation for SPO, especially when for years we have encouraged the use of metadata over folders in doc libraries.
This isn't "done". It should do this whether metadata is required or not. Makes you wonder if the people designing this stuff at MS ever even actually USE SharePoint.
Bill Kuhn commented
A related issue I bumped into today (at large global company...you can imagine how big this issue is)...the Classic site library times out when adding metadata in SPO. It's right around 25 seconds, upon which if you try and save the document/metadata you get an error. So when uploading a file you have to fill out all your metadata within a very short window or get this error. Very cumbersome and confusing user experience for end users.
This is a big limitation where management of documents and folders can be real troublesome. I do not understand what is the use of having the functionality of "forcing documents to update metadata" when it does not actually work.
I agree that this needs to be prioritized in SharePoint Online. This is really a big drawback if users are accustomed to adding metadata at the time of upload. There are several open questions about this in the MS Community Forums:
Hello, we need this implemented ASAP for Sharepoint Online for the very same reason so clearly exposed by Paul in his post.
Thanks for your efforts.
Did this "solution" even get tested? The experience I see now is the same with drag and drop or using the upload option. The result - the file is uploaded with no kind of messages and you CANNOT select the file to get the information pane until you refresh the page.
Paul de Jong | SLIM Applications commented
Until Microsoft provide a solution you will have to resort to 3rd party tools that requires users to select a Content Type and enter required fields when uploading documents / folders. The Collab365 site provides an up to date list with suitable tools (https://collab365.directory/office365-sharepoint/best-sharepoint-migration-tools/). Some of the tools are also browser-based.
Paul | SLIM Applications
The document is not left in a checked out state anymore. Now users can bypass the mandatory fields. Tested in SharePoint Online.
g james commented
Selecting '+New' (Document etc) from the modern library experience will automatically open Word online (even if I've selected open in client application as the Default open behavior for the library). Word online doesn't have access to the metadata via the info panel, so this also has the same affect as 'upload' - if there's a required field then the document will be left in a checked out state and invisible to other users.
This is a major missing feature that almost makes the "modern" UI useless.