I'm very new to SharePoint, and quite frustrated, so pardon me if I sound like an idiot or if I'm a bit short-tempered. I'll try not to be.
My scenario is -
Our help desk software has projects in it. We'd like to store documents in an SPO library and associate them with the project. Using the Content Organizer, we want to move the files for a particular project into a folder. We'd also like
to be able to search for files by Project #, Project Title, Requester, Department, Status, etc. etc. Hopefully this is reasonable - seems like just the sort of thing SPO was made for.
After flirting with using a list and a lookup column for Project (can't use this because lookup columns don't seem to publish from the Content Type Hub), I decided to try using Managed Metadata (terms) with custom properties to store the project info.
Here are the issues I've run into with that:
- There doesn't seem to be a way to specify that each term in a set has a given list of properties. I expected to be able to specify that any children of the Projects set would have Project Number, Project Title, Requester, etc.
- There doesn't seem to be any way to expose the custom properties anywhere in the UI except in the Term Store. Can't add it as a column in the view, doesn't show in the Properties / Details pane...nowhere. Not much use for information the user
can't see.
- The Content Organizer rules don't seem to recognize or offer any way to filter on custom properties. either in the conditions nor in the folder creation rules.
- Search doesn't seem to find anything based on the contents of the custom properties
So, I'm wondering two things -
- What are custom properties supposed to be used for?
- Is there any possible way to achieve my original goal?
Any help deeply appreciated - I'm running out of hair to tear out.
-Chris