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Create document from email - add metadata

Is there another way (apart from filename or subject name) to add an email (with attachment) to a doc library with specific metadata?

 

Situation:

1. I have enabled incoming email support for a document library

2. An email (with document) is sent to this document library - this email is sent by another application

3. When a document is created, a flow is triggered

 

This flow needs to add (move) the document to another document library with additional metadata properties. As I understood, these metadata properties could be added to the filename or subject of the email, allowing SharePoint to extract these properties. For example: filename_property1_property2.docx

 

However, there are a lot of properties and some of these properties may include a lot of info, therefore creating an issue with the path length.

 

Is there a way to let this flow add the document with metadata properties, for example by:

1. Filling in the metadata properties in the body text

2. Adding an additional attachment to the email containing the properties? (excel file? xml file?)

Any ideas would be greatly appreciated

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Hi @Boudewijn,

 

You could store these metadata properties into a CSV file, then extract the content of CSV to parse, get these metadata properties.

After storing the file to another document library, use Update file properties action to update the properties by using these data get from CSV.

About parse the content of CSV file, you could refer to this post:

https://powerusers.microsoft.com/t5/Building-Flows/Split-method-parse-csv/m-p/514345#M65405

 

If possible, you could also store these data as JSON format into a txt file, using Parse JSON action to process it:

https://powerusers.microsoft.com/t5/Building-Flows/JSON-to-Excel-or-CSV-to-Excel/m-p/443890

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Community Support
Community Support

Hi @Boudewijn,

 

You could store these metadata properties into a CSV file, then extract the content of CSV to parse, get these metadata properties.

After storing the file to another document library, use Update file properties action to update the properties by using these data get from CSV.

About parse the content of CSV file, you could refer to this post:

https://powerusers.microsoft.com/t5/Building-Flows/Split-method-parse-csv/m-p/514345#M65405

 

If possible, you could also store these data as JSON format into a txt file, using Parse JSON action to process it:

https://powerusers.microsoft.com/t5/Building-Flows/JSON-to-Excel-or-CSV-to-Excel/m-p/443890

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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