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Use Microsoft Flow to Match SharePoint File Names to Titles

Use Microsoft Flow to Match SharePoint File Names to Titles

12/05/2018

If you are thinking about building out a modern intranet for your mobile workforce - it's a great time to take another look at SharePoint Online. Hear me out...I know that SharePoint has not been super well received in the past because it was clunky and not very user friendly.  The intent was good, but the implementation was really bad.

That's changed thanks to "modern" design in SharePoint Online.  Modern design takes boring SharePoint pages and makes them feature rich, beautifully responsive, and pleasant to work with across any OS (Windows, Mac, iOS, and even Android).  Best of all, they are simple to set up and use.

When recently helping a customer rollout some modern pages - we ran into an issue where the customer wanted each "Title" of the document to match the "Name" of the document in their document libraries.  (The reason why these are two separate things in SharePoint is a whole different blog post for another day.)  

This customer had 1000's of documents to update, plus they wanted to make sure any newly updated or created documents also followed suit.  So how did we solve this?

We wrote two straightforward Flows (you can learn more at flow.microsoft.com). 

Note: These Flows may or may not work in your environment.  As always, we recommend that you test (and then test again) in a non-production environment to make sure you will get your intended outcome.  Proceed with extreme caution and use at your own risk. 

Update Existing Documents

The first Flow runs when you add new items or modify existing items.

 Update File

Now, anytime a new file is added or an item is updated, the Title will be set to match the Name of the file.  This solves the issue for new documents.

Run a Flow on Existing Documents

What if you have a ton of existing documents you would like to update?  That's where Flow #2 comes in.  You will need to choose an action to kick this Flow off, but just one time.  In my example, I am just going to create a Flow Button for mobile.  It doesn't matter what you use because you will be deleting the Flow after it runs anyway.  

Update All Files

This Flow will run through all the documents in your library and match the Title to the Name.  You will need to take whatever action you chose in step 1 to kick off the Flow. 

Note: this may take a while for this Flow to run if you have lots of documents in your library.  

Happy Flowing!

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