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

Question

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?

Answer 1

Hello @Jones, Quentin ,

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

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

3.Save and Test this flow

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

Thanks,
Echo Du

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