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JonesQuentin-4883 avatar image
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JonesQuentin-4883 asked EchoDu-MSFT commented

Is There An Automatic Yes or No Rule Depending On Metadata?

I want to know if it's possible to have an automatic metadata rule that can be incorporated in a SharePoint Document Library and/or folder.

For example let's say I have a 'Choice' column and a 'Yes or No' column. Can it be possible if a user chooses a certain tag from the choice column that it would then automatically select Yes or No in a different column?

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1 Answer

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EchoDu-MSFT answered EchoDu-MSFT commented

Hello @JonesQuentin-4883 ,

We recommend that you use Choice column instead of Yes/No column. And, you can meet your needs through Microsoft Flow.

Please following steps:

1.Go to the list, click on Integrate >> Power Automate >> Create a flow

109656-1.png

2.Create Microsoft Flow:

a.Add the "When an item is created" trigger

b.Add the "Get item" action

c.Add "Condition" action : Choice Value contains hp

d.If yes: add the "Update item" action

e.If no: add the "Update item" action

109781-2.png

3.Save and Test this flow

4.When you create a new item in the list, it will automatically trigger flow to run.

109783-create-item1.gif

Thanks,
Echo Du
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Hi @JonesQuentin-4883 ,

Is there anything else I can help with regarding this issue?

You can comment us at any time and we will continue to follow up.

Thanks,
Echo Du

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Hi @JonesQuentin-4883 ,

Have you tried the solution I proposed?

If you have any questions or progress, you can contact me in time

Looking forward to your reply

Have a lucky day!

Thanks,
Echo Du

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