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Hello,
In the document library, I had several metadata columns set up such as "Responsible Party." Our company's CEO changed, so we want all the contracts under the current CEO to be changed into the new CEO's name (which is linked to his email). As expected, there are probably about a hundred contracts scattered in the library (and folders) and was wondering if there is a flow that can be implemented to do it. Please show a clear step-by-step procedure.
@annajhaveri Never mind, it was a mistake on my part.
However, although I can get run the flow on the test folders I am using, it for some reason does not work on the "Contracts" folder (which is why I am creating this flow). More info can be found at:
@IceQueen yes i realized that as you have a library instead of list you can use update file properties action. When you say nothing seems to change in file, you mean in the columns data of the file or contents inside the file? Regarding file type value, is that a required column in the library, if yes then you will need to provide value for it, for required columns you can provide the value from Dynamic content of Get Items action.
Hello,
So, my "Update Items" event is like this:
I'm not sure what to enter the list as....
On another note, the "Update File Properties" event (looks sorta more promising)
since I want to change the Responsible Party but so far I when I run it, nothing seems to change in the file. Also, why does it require me to have a "File Type Value"?
@IceQueen you can create instant flow, with Manual button trigger, then add Get Items action to get items from SharePoint, then add Apply to each action and provide value (list of items) from dynamic content of Get Items in the input of apply to each. Then add Update Item action inside apply to each, provide ID value from get items dynamic content, and provide value of columns to be updated.
To test first, in Get Items provide top count of 2, then test it and if it works as expected then you can run the flow without top count. Also if you want to process hundreds of records you need to turn on pagination and provide a threshold for number of records you want to process at a time, in Get Items settings.
One more thing i would suggest, if you process hundreds of records at a time, the flow will run slow, so alternatively you can provide filter query in the Get Items action to process limited number of items at a time.
Right, I did see that we could edit it manually one by one. However, we wish to make it an automatic process using PowerAutomate since there are hundreds of contracts.
@IceQueen you could also do it using Edit in Gridview option in library as shown in below screenshot, that will not require you to use flow
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