How To Upload Data From Mobile Collection Sharepoint

OneDrive Mobile Upload to SharePoint — Metadata Things to Know!

A contempo blog mail on the Tech Community site past the OneDrive team titled Top 5 benefits of the OneDrive mobile app piqued my involvement. I'm a SharePoint person so I was particularly interested in using the OneDrive mobile app to upload to SharePoint and tag metadata directly from the app. I had tried this feature a while back and no backdrop showed up — this fourth dimension I thought I'd dig in a bit deeper to determine if at that place was annihilation I needed to configure differently on the SharePoint side in order for the properties to appear in the mobile app. It turns out, I do! This post covers my observations on how the OneDrive mobile app and SharePoint interact with each other.

The image beneath shows where y'all'll see the SharePoint metadata backdrop when saving a scanned document into a SharePoint library. In this example, I'm saving a document called 'Bought coffee for potential customer' into a certificate library chosen 'Raw Receipts' with 4 pieces of metadata in a SharePoint site chosen 'NexNovus Books'.

General Behavior

Both optional and required columns volition appear. If you don't fill out a required column, it won't stop the upload from proceeding.

If yous make a column change in SharePoint (add together a new column, rename a column), you don't have to shut and re-open up the Mobile app. The alter will be picked up the side by side fourth dimension the Save As screen is opened.

SharePoint column types thing. I went thru the column types I nigh commonly employ in SharePoint and I've identified whether they're available for tagging in the mobile app beneath.

If you have a mixture of allowed and disallowed column types, the allowed cavalcade types will appear and the disallowed ones won't. That is to say, information technology won't prevent the allowed ones from actualization on the screen.

Allowed column types: single-value choice, number
Disallowed cavalcade types: multi-value choice, lookup, managed metadata, person, date, hyperlink

Immune Column Types

These cavalcade types will appear in the OneDrive Mobile app when uploading to a SharePoint certificate library if they've been defined. I'm sharing my observations on each i subsequently testing the column settings in SharePoint and the behaviour in the Mobile app.

This is as of April 2019 — when these change, I'll update this post.

Choice

Either the Driblet-Downwards Menu or Radio Buttons column choice mode will work, although the await is the same in the Mobile app
if y'all take backup values allowed, information technology volition notwithstanding show the holding in the Mobile app, but information technology doesn't allow you lot to enter a 'backup' value — information technology will force yous to pick an existing value thru the app
the app will evidence the default value specified

Number

doesn't recognize decimal position (you can't enter v.25, it comes out as 525)
if you have a dominion on the column (E.thou. Between 1 and 30), this is not enforced
it will bear witness the default value if you have 1 specified

Disallowed Cavalcade Types

As of April 2019, these column types will not appear in the OneDrive Mobile app when uploading to a SharePoint certificate library if they've been defined. In one case this changes (and I'1000 confident it will over time), I'll update this postal service.

Cavalcade Types not Visible in OneDrive Mobile Upload

Multi-select Choice
Lookup
Managed Metadata
Person
Date
Hyperlink

If any of the above columns are detected on the library, you volition receive this message straight below the backdrop yous can fill out:

To edit or input additional backdrop, delight visit this Shared Library on the web

What does the "Remember" toggle do in the app? If you toggle this to the 'on' position, it sets the metadata values every bit you lot have them selected for subsequent saves to this library. The adjacent certificate you scan (whether single or multi-page) into this library, it volition show these values past default on the 'Salvage as' screen.

I see this existence a useful setting when you are scanning in multiple photos at an outcome, multiple receipts at in one case, etc.

My thoughts…

I've been using the OneDrive Mobile app to scan receipts for my business organization for quite awhile at present. It saves me a lot of time and is an like shooting fish in a barrel manner for me to stay organized. On a few of my libraries, I'm planning on switching some of the metadata to choice (currently a lookup) for the time being and so I can leverage this tool. I realize this isn't always going to be an option beyond the enterprise, but in some cases it will be. If yous have a library with a lot of content being uploaded from a Mobile app, consider making the switch.

Thanks for reading.

-JCK