In SharePoint Online, for a list or document library, it is possible to define default metadata values based on the folder where an item or document is added.
As with a lot of cases in SharePoint, the defaults are set on subfolders with inheritance. On every folder-level it is possible to break the inheritance and define other default values for your metadata.
In the example below we work with a Managed Metadata field, called customer, we need to default. This way our co-workers don’t need to specify the value everytime they create or upload a document to the document library.
There are two ways to make the magic happen. Through the user interface, and with Powershell.
With the Modern Libraries in SharePoint Online, getting a direct link – with a readable path – is not as straight forward as it was with the Classic Libraries. While the option is not there right before you, it is still possible to obtain such a link. In fact, there are even two.
SharePoint fully embraces this trend, and has released the SharePoint Framework (SPFx). A Page and Part model that enables fully supported client-side development, easy integration with the Microsoft Graph and support for open source tooling. The new experiences for the new mobile app, SharePoint Online and OneDrive for Business, including the new document library and list experiences are built using the SharePoint Framework.
Metadata is data about your data, which makes working with and tracking of data easier. For example, on an invoice you could add metadata to define the customer, due date and the total invoice amount. This would make it easy to quickly find specific invoices, the data. In a SharePoint environment, such metadata fields are called columns. They are used to create specific views in your libraries or to use in the search engine.
SharePoint comes with a strong tool to centrally manage metadata, managed metadata. It will offer some great practical uses for your business. Consistent use of metadata, improved content discoverability, increased flexibility and the possibility to easily translate, add synonyms to, reuse and pin keywords are just a few of the many benefits of managed metadata.