Create a Managed Metadata Site Column with Your Taxonomy

Modified on Sat, 18 Feb 2023 at 11:34 AM

Managed metadata allows users to tag information in different format such as documents with standardized metadata within SharePoint.

Creating a managed metadata column as a SharePoint site column allows the column to be available site-wide and consistent in its use. 


1.  Navigate to Site contents.


The Contents page is displayed.



2.  Click Site settings.


The Site Settings page is displayed.



3.  Click Site columns.


The Site Settings > Site Columns page is displayed.

 


4.  Click Create.


The Site Columns > Create Column page is displayed.


5.  Enter/select the required values in the fields.  Refer to the table below for field names and descriptions:


Note:  The fields with * are mandatory for saving the changes.


Fields

Description

Column Name

The name of the column

The type of information in this column

The information type stored in the column 

Group

Specify the column group to categorize them or create a new group so that the users can find them easily.



6.  Under Additional Column Settings, enter/select the required values in the fields.  Refer to the table below for field names and descriptions: 



Fields

Description

Description

Information about the column

Require that this column contains information

Option to mandate the column information

Enforce unique values

Option to compel unique values

Column Formatting

Change the display of this column by adding JSON in the box provided.  Remove the text from the box to clear the custom formatting.

Learn more about formatting columns with JSON



7.  Select the required values in the fields for column setting.  Refer to the table below for field names and descriptions: 



Fields

Description

Multiple Value field

 

Option to allow more than one value in the column

Note:  Allowing multiple values will prevent sorting in list views.

Display format

Display of the value selected from the term set can either be a single value or with the full hierarchical path.

Term Set Settings

Enter one or more terms, separated by semicolons, and select Find to filter the options to only include those which contain the desired values.

Allow Fill-in

Option to allow users to add values to the term set. 

Note:  Only open term sets will allow 'Fill-in'

Default Value

Default value for column



8.  Click Ok.


The column is created and listed in the Site Settings > Site Columns.



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