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We use Sharepoint mainly to track / store documents on our document library. We have several members uploading documents daily for different projects.

Our problem is that, every time a document is uploaded, the user needs to manually edit document properties and change the project.

Would it be possible to set a default project for each user, especially when uploading multiple documents?

If so, does it require any special / managerial grant on Sharepoint? Also, how and where to change this option?

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2 Answers 2

Reset to default
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You could create an event receiver for this document library and in "Item Adding" event get user who upload document and auto populate project field.

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  • Heads-up for ItemAdding not firing when creating a new document from inside of SharePoint. In that case use ItemUpdating
    – Robert Lindgren
    Commented Nov 22, 2013 at 10:21
  • Any user can create his own events or it needs a kind of special grant (i.e. it needs to be done programmatically)?
    – Tiago Cardoso
    Commented Nov 22, 2013 at 11:14
  • Need to be done programmatically.
    – Andrey Ungur
    Commented Nov 22, 2013 at 11:18
  • Checking THIS, it seems I'd need to hard code the default project for each member... I thought Sharepoint would offer a more straightforward way to handle it :(
    – Tiago Cardoso
    Commented Nov 22, 2013 at 14:20
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There are few ways to add default values of metadata

  • Use an event receivers
  • Use Column default Value settings. This options is often forgotten.
    Create a few folders in the library and go to Library Settings > Column default value settings option. Select one of the created folders and set default of one of the managed fields
  • Use DocumentSets and inherit values of the document set
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  • Thanks! I'm currently struggling with my SP managers to have the library settings activated. Even the project owners don't have these settings enabled.
    – Tiago Cardoso
    Commented Nov 25, 2013 at 18:37

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