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Jasper Oosterveld

Microsoft 365 SharePoint

SharePoint 2013 – Managed metadata and Quick Edit

Posted on February 20, 2013

The datasheet view has always been a great asset to document libraries. It was really easy to change the value of multiple documents instead of editing every single document separately. If you upload multiple documents in a document library with custom metadata, SharePoint never asks to assign custom metadata to the documents. This means that you have to edit every single document or use the datasheet view. New to SharePoint 2010 was the term store with its taxonomy features. To use a taxonomy within a library you had to use a managed metadata column. This column wasn’t supported in the datasheet view in SharePoint 2010!

This finally changed with the release of SharePoint 2013. The name Datasheet View changed to Quick Edit but who cares, so long we can edit managed metadata. Let’s take a look how this works:
SP2013ManagedMetadataQuickEdit

We have three options:

  • Replace all selected values with these items
  • Add these terms to all selected fields
  • Remove these terms from all selected fields

Replace all selected values with these items
You can select multiple fields and replace the current values with a new one.

Add these terms to all selected fields
You can select multiple fields and add a new value.

Remove these terms from all selected fields
This one works in strange ways. You have to select the fields and choose the current value to remove the selection. Why not just use the delete button?

The Quick Edit also support suggestions so you can start typing and select the term of choice. Finally!

Managed MetadataTaxonomy
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By Jasper Oosterveld
Jasper Oosterveld

Jasper Oosterveld is a Microsoft MVP and Modern Workplace Consultant from InSpark within the Netherlands. On a daily basis, he works with customers to implement the Modern Workplace with Microsoft 365. Jasper focuses on collaboration, communication, security, adoption and governance. Jasper loves to share is expertise and love for Microsoft products with everyone who is willing to listen.

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