Features

Things you would otherwise have to code!

Search & Replace Item data (cleansing). Keep Modified, ModifiedBy

Select Items using criteria: = <= >= <> Contains BeginsWith IN AND OR .

Set folder query scope and optionally include sub-folders

Update Item columns to fixed values or use calculations with data from all Item columns to calculate dynamic values

Apply Retention Label, Lookup and Managed Metadata columns using name. The SharePoint internal ID/GUID is automatically resolved

Options to keep Modified, ModifiedBy and to avoid new versions

Tag Items with Managed MetaData. Keep Modified, ModifiedBy

Assign Managed Metadata columns using Labels. The SharePoint internal GUID is automatically resolved

Use calculations with data from all Item columns to dynamically calculate the Term-Label. The SharePoint internal GUID is automatically resolved.

Audit: Options to keep Modified, ModifiedBy and to avoid new versions

Select Items to tag using criteria: = <= >= <> Contains BeginsWith IN AND OR .

Set folder query scope and optionally include sub-folders

Create or Update Items using data from other Lists and Libraries

Select source Items using criteria: = <= >= <> Contains BeginsWith IN AND OR .

Use incremental selection based on Modified/Created or custom keys in each list

Set folder scope and optionally include sub-folders

Map columns 1:1 or use calculations with data from all source Item columns to calculate dynamic values

Lookup and Managed Metadata column assignment using Labels are automatically resolved

Options to keep Modified, ModifiedBy and to avoid new versions

Delete or Recycle List and Library Items

Select source Items using criteria: = <= >= <> Contains BeginsWith IN AND OR

Set folder scope and optionally include sub-folders

Use input selection from other List or external data source to select the items to Delete or Recycle

Integrate external data with List and Library Items

2-way integration with: SQL Server, CSV, Access, ODBC, Excel, REST

Select source data using criteria: = <= >= <> Contains BeginsWith IN AND OR

Options to use raw parameterized SQL

Change Item Content-Type

Set the Content-Type via Label. For example “SpecialReport”. Use calculations with data from all columns to dynamically calculate the Label or GUID

Select Items using criteria: = <= >= <> Contains BeginsWith IN AND OR .

Options to keep Modified, ModifiedBy and to avoid new versions

Update blank Item values to relevant default after adding new columns

Set to fixed values or use calculations with data from other Item columns to calculate dynamic values

Select Items using criteria: = <= >= <> Contains BeginsWith IN AND OR .

Lookup and Managed Metadata labels are automatically resolved

Options to keep Modified, ModifiedBy and to avoid new versions