General
This article describes how to configure the Add Column to SharePoint action for managing metadata.
Purpose
Creates and populates metadata columns in a SharePoint document library.
Configuration Steps
- Open the workflow editor.
- Add Add Column to SharePoint action.
- Select a SharePoint Client.
- Configure:
- Site Display Name
- Host Name
- List Name
Column Definition
Click Add Column and define:
Column Parameter
- Internal name (not visible in SharePoint)
Column Name
- Display name in SharePoint
Data Type
- Example: string, number
Type
Defines the value source:
- Plain
- DocumentProperties
- VaultProperties
Value
The actual data assigned to the column.
Multiple Columns
- Multiple columns can be added within the same action.
- Repeat the configuration step for each column.
Property Mapping
Vault Source
- Use standard property names.
SharePoint Source
- Prefix with
fields. - Example:
fields.Data
Autodesk Forma Source
- Prefix with
Custom. - Example:
Custom.Attribute1
Behavior
- Columns are created if they do not exist.
- Metadata is populated automatically during execution.