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brdmcdgll's avatar
brdmcdgll
Copper Contributor
Oct 06, 2023
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Custom ID System for Document Set

Hi all,   Completely overwhelmed with how complicated it is to do this on SharePoint and haven't been able to find anything online about my specific question.   Context: We use a Document Library...
  • Tristan999's avatar
    Oct 07, 2023

    brdmcdgll 

     

    Modifying item IDs is not possible - it is a read-only field.

     

    I would honestly keep it as is unless this benefits the business users.

     

    If you need to have a custom ID that is in the format "178-188" then you would have to create another column to store the custom ID you want.

     

    Possible out-of-the-box solution:

     

    1. Doc Sets can be configured with shared columns - Create and configure a new document set content type - Microsoft Support. This means that documents under a docset will inherit chosen shared columns (with the values). For example, you create property called Custom ID (Single Line of Text with the calculated option or use the default option so that it equals the ID) and Share that column. When you create a doc set, it will assign the ID to the Custom ID field with the ID value, all the documents under that doc set will have the same Custom ID value. 

    2. ** You will have to verify this - Create a column called Custom Doc ID for the documents as a single line of text and check calculated option - Custom ID(Shared Column)-ID - this would generate something like 178-188.

     

    The solution above will not have the sequential number for the documents. It will just use the item ids.

     

    If your director insists on having sequential numbers, then you must hire a developer to design, implement and possibly maintain the desired solution. Bringing up customization may deter some people since there is an associated cost 😛 You would need a PowerAutomate developer that somewhat knows SharePoint.

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