Setting Default Column Values for Document

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I had the requirement to map the default column values of documents to the nested folder structure it is created/ uploaded into.

As an example, a document uploaded into \Document Library\2018\Jan\DeptABC would have default column values accordingly:
  • Year: 2018
  • Month: Jan
  • Dept: DeptABC
The column values (metadata) make searches effective and rather than to have users provide the metadata as a distinct step, we determine the metadata based on the logical (directory) location of the document.

To manually configure this, go to [Library Settings] -> [Column default value settings]

See here.

However, if there are too many columns to configure, a quicker way to do so is to edit the mapping file directly. This file is found in the root of the library: "Forms\client_LocationBasedDefaults.html". It is an XHTML file that isn't too difficult to comprehend. Do be careful and backup the file before editing.

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