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icequeen-2122 avatar image
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icequeen-2122 asked AlmaAlling-0241 published

SharePoint Metadata Filtering (Inside Folders)

Hello,

I have a SharePoint document library that has multiple folders and files. I want to use metadata such as "File Type" or "Responsible Party" (connected to emails) so that the files inside the folders also be displayed. For example, I select "Emily" from the "Responsible Party" metadata, I want to see all the files that have "Emily" listed as such. However, from what I am noticing, the filtering does not go into the folders - it's only filtering on my view level.

How can I get it to filter the entire library based on metadata?

office-sharepoint-onlineoffice-sharepoint-server-customization
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AllenXu-MSFT avatar image
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AllenXu-MSFT answered

Hi @icequeen-2122 ,

The situation you described is by default in SharePoint Online and it is impossible to filter into a folder on your view level if insist on using "Filter by" button. As an alternative way, you can create a view and set the view as below in the Filter section:

   Content Type 
   is equal to
   Folder
   Or
   the additional condition you wish to apply to the documents.(e.g. Responsible Party is equal to Emily)

106542-image.png

When applying the view created above to your library, the files in the folder will also be filtered when you click into the folder.

Test result on my end. I applied "Content Type is equal to Folder Or DocType is equal to Procedure" to my test view.
106449-1.gif


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AlmaAlling-0241 answered AlmaAlling-0241 published

This was helpful for me. Thank you very much for this.

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