SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

Login with Google
CREATE AN ACCOUNT FORGOT YOUR PASSWORD?

FORGOT YOUR DETAILS?

AAH, WAIT, I REMEMBER NOW!

CREATE ACCOUNT

ALREADY HAVE AN ACCOUNT?

Login with Google

QUESTIONS? CALL: 865-637-8986
  • SIGN UP
  • LOGIN

SimpleIndex

  • LEARN MORE
    • GENERAL INFO
      • Getting Started
      • How To Scan Documents
      • Barcode Scanning Guide
      • Searching & Viewing
      • News & Updates
      • Schedule a Web Demo
    • FEATURES
      • Streamlined Interface
      • TWAIN and ISIS Scanning
      • Zone OCR and Dynamic OCR
      • Database Integration
      • Required Documents Check
      • Automated Processing & 1-Click Interface
      • SharePoint Document Scanning
      • Convert Email to PDF
    • –
      • Document Classification
      • PDF & MS Office Text Parsing
      • Barcode Recognition
      • Handwriting Recognition
      • Optical Mark Recognition
      • Match Documents to Existing Data
      • Imprinting & Watermarking
      • Screenshot OCR
  • SOLUTIONS
    • General
      • All-In-One Scanning & Sorting Tool
      • Affordable Document Management
      • Instant Integration
      • Network Scanners & Copiers
      • Remote Document Capture
      • Reduce Click Charges for Data Capture
    • Specific
      • Sales Tax Exemption Forms
      • Federal Tax Returns
      • Invoice Processing
      • Material Safety Data Sheets (MSDS)
      • Patent ID and Title Extraction
      • Mortgage & Loan Documents
    • Feature Demos
      • Zone OCR with Template Matching
      • Full-Page OCR & Multi-User Workflow
      • PDF Text Processing
      • Organize Office Documents
      • Integration with RPA Bots
      • Compare with Other Solutions
  • SUITE
    • SimpleCoversheet – Print Bar Codes
    • SimpleExport – Data File Converter
    • SimpleView – Search, View & Edit
    • SimpleQB – QuickBooks Integrator
    • SimpleOCR – Freeware OCR
    • Buy Suite Apps
    • Buy Suite Bundles
  • DOWNLOAD
  • SHOP
    • COMPARE VERSIONS
    • SIMPLEINDEX WORKSTATION
      • Machine License
      • Concurrent User
      • Subscription License
    • SIMPLEINDEX SERVER
    • SUITE APPLICATIONS
    • SUITE BUNDLES
    • MAINTENANCE & RENEWALS
    • MANAGE SUBSCRIPTIONS
    • FIND A DEALER
      • Dealer Locator
      • Become a Dealer
    • CONTACT SALES
  • SUPPORT
    • WIKI HELP
    • KNOWLEDGE BASE
    • SIMPLEINDEX UNIVERSITY
      • SimpleIndex University – 100 Series
      • SimpleIndex University – 200 Series
      • SimpleIndex University – 300 Series
    • PRIVACY POLICY
    • CONTACT SUPPORT
  • My Account
    • MANAGE SUBSCRIPTIONS
    • Downloads
  • MY CART
    No products in cart.
  • Home
  • Simple Software Knowledge Base - Article
  • SharePoint Managed Metadata

SharePoint Managed Metadata

by Simple Software / Monday, 29 July 2019 / Published in SharePoint Integration

SharePoint Managed Metadata

Created OnJuly 29, 2019
bySimple Software
Print

If a SharePoint user has a Managed metadata column that they need to set the value for in SimpleIndex, the value they must use is the unique ID for that metadata value, not the value itself.

SharePoint 2010 

To find the unique ID, go to a document library that uses the managed metadata column and view the documents in Datasheet view. The unique ID is the part before the semicolon in that column. In the example below, the ERM Classification of “Electric Deal Tickets” has an actual value of “1”.

You will need to have a document with each possible value in order to get all the values this way. If there are a great number of possible values, it is possible to use a script to download them or to pull them directly from the SharePoint database.

Managed Metadata Column Values.PNG


SharePoint 2013 & Office365

For SharePoint 2013 and Office365 you need to use the GUID identifier for the taxonomy term.To get the actual value for a managed metadata term, you can use the Unique Identifier that is displayed when you edit the terms in Term Store Management. 

TaxonomyTags.png

   In order to get the full list of unique ID values, follow the steps on this here. Use this list to create an autofill table that will replace the text value with the unique ID and map that field to your column in the database.

Users may have access to other tables and views that aren't in their schema. When connecting to the database these tables will show up in the list, but when you try to get the list of fields you get an “Invalid object reference” error.

To reference these tables, use [Schema].[Table] for the table name to explicitly reference the table.

You can also change the user's default schema on the server to the one matching the table.

A third option is to create a view under the user's default schema that selects the necessary records.

At the present time you cannot enter [Schema].[Table] in the wizard, so if you need to use this workaround configure the job in the wizard and modify the table name in the old job options screen.

  • Tweet
Tagged under: SharePoint Migration, SharePoint Scanning

Search

Contact Us Today!

=

Search Knowledge Base

Recent KB Articles

  • Database Export Error
  • SimpleIndex Not Autorunning Jobs
  • Prompt Before Appending with Identical Filename
  • Error in Program Load: 481 - Invalid Picture
  • Order of Import
  • How do I purchase, register and activate Simple Software products?
  • What are SimpleIndex Specifications?
  • License Activation Issues

Feature Cloud

Unattended Processing MS Office Convert Email to PDF SimpleSend Screen Scraping OCR PDF417 Command Line Interface OCR TIFF PDF Annotations QuickBooks Online PDF Bar Code Printing Barcode Recognition Software Clipboard OCR MySQL Mortgage Export Imprinting & Watermarking Screenshot OCR Unattended Business Process Automation SAGE PDF Bookmarking Workflow Software SimpleView Document Classification PaperVision File Indexing Distributed Scanning Server OCR Full Text Indexing Barcode OCR RegEx TWAIN Scanning Software Import Documents from Email XSLT Data Conversion Software Document Imaging TWAIN ISIS Driver SharePoint Migration Office to PDF Image Scanning Automatic Data Capture Search TIFF

Online Support Options

Check our Wiki Help, Knowledge Base and Training Videos, or Contact Support if you still need Help

How to Buy

Solutions start at just $500! Buy SimpleIndex online or from an Authorized Dealer in your area.

Authorized Dealers

Authorized DealersSimpleIndex is a great addition to any system integrator's product line. Become an Authorized Dealer.

Get a Web Demo

Get a free online demo with a scanning specialist who can configure SimpleIndex on your computer remotely.
Sign up for a demo now!

Download a Trial

SimpleIndex Trial30-day trial downloads are available for all Simple Software applications.
Download Now!

SimpleIndex Applications

SimpleIndex Applications Packaged apps built with SimpleIndex.
SimpleInvoice for AP
Sales Tax Manager
Mortgage LoanStacker
MSDS and Patents
SimpleIndex

© 2023 Meta Enterprises, LLC | Knoxville, Tennessee | A Family Owned Company
© 2023 SimpleSoftware | Consulting Services in the Field of Software as a Service

TOP
Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional cookies Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}
});