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@CJ-fc9yp
3 ай бұрын
Thank you for the Clear, Plain English you use. Your pace and clear voice is very easy to follow and understand. great content thank you so much
@stevecorey365
3 ай бұрын
You're very welcome! Thanks so much for the feedback!!
@theophiledurdan7789
2 ай бұрын
😭 I have been looking for this kind of tool for so long ! it's just incredible that it's not more commonly used.
@stevecorey365
Ай бұрын
It's definitely used by those who know about it 😊. Glad this was helpful. I love to see people finding new parts of SharePoint!
@squareggs
11 ай бұрын
I was looking for more detail on the Term Store, not just a demo, I found it! Thank you.
@stevecorey365
11 ай бұрын
Glad it was helpful!
@user-ch9rh3ck1e
6 ай бұрын
Hi, Can documents and there terms be uploaded from a spreadsheet or some other table format? (project document deliverables) If a document is tagged with a term, what happens if you deleted the term. Or are term deletes blocked by the software in this scenario?
@stevecorey365
6 ай бұрын
Terms can be imported, but not documents and term (combined). Also, if the term is deleted, the document will not be affected (other than the term being removed eventually).
@kursadkozelo889
9 ай бұрын
I'm trying to import term sets using the csv template but keeps telling me something is wrong in the file around line 101, but I don't understand what this is. Have you ever came across something like this? Is there a limit to how many terms you can add?
@stevecorey365
9 ай бұрын
I'd look at the data you're importing and see what could be causing the issue. There could be something with a quote or other symbol that is throwing off the import format.
@kursadkozelo889
9 ай бұрын
Thanks a lot, Steve. Final question: is there a way to create a cascading effect in a sharepoint list using managed metadata columns?
@issiewizzie
11 ай бұрын
We frequently use the termstore in our organization, but Iour department name changes from time time . If we rename a term, will the documents automatically update to reflect the new term?
@stevecorey365
11 ай бұрын
Yes, after some time (we're not told how long), a timer job will run behind the scenes to update the column values to reflect the new term value.
@issiewizzie
11 ай бұрын
great stuff time for some testing 😀@@stevecorey365
@VanitaSharma-mr9tl
7 ай бұрын
I am trying to understand the use of TermSets available under Termset Group "People" especially "Department". As I understand, it gets populated via the Azure AD, and though it is available for tagging, should this be used for tagging? It has the Submission policy set to "Open" so, I am assuming there is no way to validate the values coming in. Is that correct? I want to maintain a single source of truth and so wondering if by creating a custom termset"Department" under a custom group, is a good practice or not.
@stevecorey365
7 ай бұрын
Very valid questions! Here's how it works. Azure AD (now Entra ID) populates the Department field in user profiles. It does not populate the term store. If you want to tag your data by a particular department, you must use the term store. You can't tag data using user profile data. I'm glad you want to have a single source of truth, because that's following best practices. My advice, whatever that source of truth is (Azure AD, HR system, etc), have an automated process to keep the term store up to date. It could be PowerShell, or Power Automate. It could even be manually maintained every month or so.
@VanitaSharma-mr9tl
6 ай бұрын
Thank you for responding so quickly. But I am still not clear. Sorry. I do see Department field in user profiles and also Department Termset getting updated automatically. Department termset I am referring to seems to be created automatically/ by default under "People" TermGroup under Global Taxonomy (SharePoint admin center>>Content services). My question is regarding this "Department" termset. It is available for tagging, but has the Submission policy set to "Open" . What is the best practice regarding using this Termset? Thank you again for your help!
@stevecorey365
6 ай бұрын
@@VanitaSharma-mr9tl So that particular term set is mapped to SPS-Department in the user profile. That will be automatically updated as user values change in Entra ID. The problem in most organizations is that Azure AD is not accurate. That's coming from me, a consultant for large organizations. Departments can be wrong, managers can be wrong. It's just not up to date compared to the HR system, which is the source of truth for most companies. Entra ID also use smaller subdepartments instead of larger departments which is what you'd typically tag data with. You can certainly use that Department term set for tagging, but it's only best practice if your Azure AD is accurate.
@VanitaSharma-mr9tl
6 ай бұрын
Thank you, Steve. Your explanation is really helpful.
@camgross1487
2 ай бұрын
Great video!!! Thank you so much! I second CJ-fc9yp's comment. Very clear and to the point. I also knwo where to dig deeper if need be. :)
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