Power Platform Community Forum Thread Details

I'm trying to make customer database in Sharepoint document library in which all the customer related data are managed like ordered date and ordered product.

I made some filter columns by metadata so that I can sort all the files in the library by these filter including customer group and product group.

The problem is when I make or upload new file and folder, these files is not categorized by metadata at the beginning though I can assign each metadata item afterwards.

Especially in the case there are thousands of files in the library, it is so difficult to find unassigned file.

So what I want to do is to make action window open in which I input and assign metadata items likes product and customer information when I make or upload new file.

This library will be used by my team member as well as myself, so I want to let this library as straightforward as possible.

I wonder if this procedure is possible to make but it would be helpful if you have any advice.

Best regards

Sagi

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