Events
Microsoft 365 Community Conference
May 6, 2 PM - May 9, 12 AM
Skill up for the era of AI at the ultimate community-led Microsoft 365 event, May 6-8 in Las Vegas.
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Microsoft Syntex lets you build simple rules-driven actions in document libraries based on metadata. From a document library, you can create rules to automate tasks such as sending a notification when metadata changes in a file, when a new file is created in the library, or when files are moved or copied based on metadata extracted by models.
You'll choose a condition that triggers the rule and the action that the rule will take. For example, you can create a rule to move files tagged with a specific customer to a specific library or folder. These rules help you structure your content architecture with the power of AI-driven processing.
Note
This feature is available for users who have Microsoft Syntex per-user or pay-as-you-go licensing.
Create a rule to move or copy a file from one document library to another
Create a rule to set a content type when a file is added to a document library
Create a rule to automatically translate a file in a document library
In the document library, select Automate > Rules > Manage rules.
On the Manage rules page, you can see the rules that have been applied. You can turn on or off a rule or create a new rule to automate actions on a specific document library.
Events
Microsoft 365 Community Conference
May 6, 2 PM - May 9, 12 AM
Skill up for the era of AI at the ultimate community-led Microsoft 365 event, May 6-8 in Las Vegas.
Learn moreTraining
Module
Create or update records automatically in Customer Service Hub - Training
Learn how to create records by using the automatic creation and update rules functionality. Additionally, you learn how to use multiple conditions in a single rule to create records differently based on the results.
Certification
Microsoft Certified: Power Automate RPA Developer Associate - Certifications
Demonstrate how to improve and automate workflows with Microsoft Power Automate RPA developer.
Documentation
Import a term set using a SKOS-based format - Microsoft Syntex
Learn how to import a term set using a SKOS-based format.
Overview of autofill columns Microsoft Syntex - Microsoft Syntex
Learn about the autofill columns service in SharePoint.
Microsoft Syntex documentation - Microsoft Syntex
This page contains links to some important information related to Microsoft Syntex features. Start here to learn about compliance for Microsoft Syntex.