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Copilot in SharePoint — Autofill Columns & List Creation
Summary The Knowledge Agent can autofill metadata for files and generate SharePoint lists from content. By default it processes the first 20 files; you can select additional files and re-run Autofill to apply the same extraction over more items.
How it looks Create the following autofill columns (suggested)
Claim ID Policy number Claimant name Address (UK cities) Phone & email Claim type (motor, health, property, travel, accident) Incident date & location Claim description Claim amount (£) Report date Signature Autofill behaviour Initially, the agent applies autofill to the first 20 files only:
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Import SharePoint Term Synonyms with PowerShell
This post provides a PowerShell script to import synonyms (labels) into a SharePoint term set using the PnP.PowerShell module. The sample using PnP PowerShell to import a csv file (same format you would use for import via UI for a term set but with an additional column for Synonyms delimited by |)
Prerequisites Install the PnP.PowerShell module (run as an admin): Install-Module PnP.PowerShell -Scope CurrentUser An Azure AD app or other authentication method with sufficient permissions to manage taxonomy/term store, or use interactive Connect-PnPOnline.
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SharePoint Document Set Management Tips
Introduction Tips working with document set. Document sets are basically folders in the background
Column formatting to display folder name into the library Document set is a folder in the backend, hence could apply the following Json to see which document set a file has been moved to.
{ "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/column-formatting.schema.json", "elmType": "div", "txtContent": "=replace(replace(replace([$FileRef],[$FileLeafRef],''),'/sites/test/Shared Documents/',''),'/','')" } View to see all the document sets Limitations Nested document sets not allowed A file don’t belong to two document sets Advantages Apply metadata to files within the document set Manage as a logical grouping of files Do SharePoint document sets: when and why to use them covers usage and benefits of document sets.