SharePoint Metadata Filtering (Inside Folders)

Question

Hello,

I have a SharePoint document library that has multiple folders and files. I want to use metadata such as "File Type" or "Responsible Party" (connected to emails) so that the files inside the folders also be displayed. For example, I select "Emily" from the "Responsible Party" metadata, I want to see all the files that have "Emily" listed as such. However, from what I am noticing, the filtering does not go into the folders - it's only filtering on my view level.

How can I get it to filter the entire library based on metadata?

Answer 1

Hi @icequeen ,

The situation you described is by default in SharePoint Online and it is impossible to filter into a folder on your view level if insist on using "Filter by" button. As an alternative way, you can create a view and set the view as below in the Filter section:

  Content Type   
  is equal to  
  Folder  
  Or  
  the additional condition you wish to apply to the documents.(e.g. Responsible Party is equal to Emily)  

When applying the view created above to your library, the files in the folder will also be filtered when you click into the folder.

Test result on my end. I applied "Content Type is equal to Folder Or DocType is equal to Procedure" to my test view.

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Answer 2

This was helpful for me. Thank you very much for this.