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New Quick Create Rules for Document Libraries
Joel Rollins

New Quick Create Rules for Document Libraries

Microsoft is bringing data visualizations and task automation capabilities to SharePoint document libraries.  Previously, these options were only available on SharePoint Lists.

Power BI Quick Create – library users will see a new menu option in Integrate > Power BI > Visualize this library, which allows users to create a new Power BI report using that library data. Once a report is saved and published, it will appear in the same submenu under Integrate > Power BI.

Quick chart part for document library: Library users will be able to use the Quick chart webpart to add simple, basic charts to your page. Enter your data points or get data from a list or library, add labels, pick your chart type -- column or pie -- and publish.

Notification rules: Library users will see a new menu option in Automate > Rules > Create a rule, which allows users to create rules to automate tasks such as sending someone a notification when a new file is created or a column value changes in the library.

Users can expect to see this feature beginning in late January 2022.

Contact us to learn more: 
202.293.5003 x4
sales@madwolf.com
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