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Using text workflow sharepoint1/31/2024 Set the operator to " Is not equal to"Ĥc. Click ' Choose a value', insert the ' Modified By Email' parameter from the ' When a file is created or modified (properties only)' triggerĤb. We will then add a condition to the Flow to check for and ignore any Flow's which have been triggered by an update to the document made by the service account identity.Ĥa. to protect against this we recommend using a service account identify for the SharePoint connection, this will ensure any updates to the document are made to the document by the Flow are executed by the same identity. This will cause an infinite loop (a recursive event). NOTE: This flow will be triggered by either a new document being added or an existing document being updated, this Flow will then update the exact same document again. Add the ‘ When a file is created or modified (Properties Only)’ SharePoint trigger and configure to point to the library / folder where the Flow should be triggered from. Create a new Flow from a blank templateĢ. Please note: You will require an Azure subscription and a cognitive services account to utilise the Flow Text Analytics connector, you can create a free account here.ġ. in this post I'll outline how you can utilise Microsoft Cognitive Services and the Text Analytics API to perform key phrase extraction which we can use later to tag a document within SharePoint. Yes! Better still this can be achieved quickly and simply with Microsoft Flow and a few extra components. can we automate metadata selection based on the content of the file? This typically has a huge detrimental impact on the management of an information repository, typically introducing significant regulatory risk.Ĭonsidering the desire to have both rich metadata and a usable solution, I have been asked many, many, many times. there aren't too many users who are happy or can see the value in completing lots of metadata fields and worse still there are lots of users who will click any old options just to get a document 'correctly' loaded. Metadata is a fundamental building block for structured document management, enabling management reporting, document classification, retention schedules, disposition execution, and so forth… so let's create lots of metadata! However. about metadata and how much metadata should be associated with a document within SharePoint. As a long-time SharePoint and information management architect (20 years!)… I've worked on many projects in many different verticals and held many debates with records managers, information managers, end users, legal, etc.
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