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.
In some scenarios it is required to put a site in read only-mode, for example a project site, or to simply just remove access to it.
From the SharePoint Online Admin Center there is no way to lock your site, or to put it in read-only. There are two ways to achieve this, one is through Powershell, the other one through the Site Settings of your Site Collection.
A customer of mine had the need to get an overview of all the checked out documents for a given Site Collection, and to check them in afterwards prior to a content migration from SharePoint 2013 to SharePoint Online.
Since no out of the box features exist to accomplish this goal, I had to write a Powershell-script to find all the checked out documents in a Site Collection.
You can find the script here. It works for SharePoint Online as for SharePoint 2013. I did not test it with SharePoint 2010.
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.