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Masoud1313's avatar
Masoud1313
Brass Contributor
Apr 19, 2020

for managing versioning of document sets i have to add another meta data to document library

I wanted to make a Document management system for my self with using document set because each document No related to 2 or 3 files.

I want also can manage versions of each document set and users can see all major version in view that I make.

 

Now for implementing this scenario I have added a metadata to document library it’s name is (version_new) and when i first time add a document no SharePoint automatically sets value for version_new to 1 and if there is document no before it sets value to max (version_new)+1.

Now I want to know for implementation this scenario this method I want to use is correct or no?

 

Or I have to use Another methods like activating versioning setting of SharePoint ?can I made a view that I have access to all version of document no (each document set) by using versioning setting of SharePoint.

 

 

Please guide me in this regard because I do not know for solving my problem I have to use activating versioning setting of SharePoint or I have to manually add another metadata like(version_new) ?

If I have to use version setting of SharePoint I have problem with versioning of document set because it does not version automatically by SharePoint and I do not know how to make a view that shows all major versions to users?

4 Replies

  • bnerd's avatar
    bnerd
    Copper Contributor

    Hi Masoud1313 
    In the document library settings, under Versioning settings you can specify whether a version is created each time you edit a file in this document library.

    For more info try 

    • https://support.office.com/en-US/client/results?Shownav=true&lcid=1033&ns=SPOSTANDARD&version=16&omkt=en-US&helpID=documentversions&ver=16&services=KAIZALA_O365_P2%2CMICROSOFT_SEARCH%2CWHITEBOARD_PLAN1%2CMYANALYTICS_P2%2COFFICEMOBILE_SUBSCRIPTION%2CBPOS_S_TODO_1%2CFORMS_PLAN_E1%2CSTREAM_O365_E1%2CDeskless%2CFLOW_O365_P1%2CPOWERAPPS_O365_P1%2CTEAMS1%2CSHAREPOINTWAC%2CPROJECTWORKMANAGEMENT%2CSWAY%2CINTUNE_O365%2CYAMMER_ENTERPRISE%2CMCOSTANDARD%2CSHAREPOINTSTANDARD%2CEXCHANGE_S_STANDARD%2CMCOMEETADV%2CFORMS_PRO%2CFORMS_PLAN_E5%2CFLOW_FORMS_PRO%2CEXCHANGE_S_FOUNDATION%2CDYN365_CDS_FORMS_PRO%2CEXCHANGE_S_FOUNDATION%2CADALLOM_S_DISCOVERY%2CRMS_S_PREMIUM%2CINTUNE_A%2CRMS_S_ENTERPRISE%2CAAD_PREMIUM%2CMFA_PREMIUM%2CEXCHANGE_S_FOUNDATION%2CDYN365_CDS_VIRAL%2CFLOW_P2_VIRAL
    • https://support.office.com/en-us/article/Enable-and-configure-versioning-for-a-list-or-library-1555D642-23EE-446A-990A-BCAB618C7A37

    I hope this helps.

    • Masoud1313's avatar
      Masoud1313
      Brass Contributor
      Actually I do not know
      1- how to manage versioning of document set automatically like what we have for files in document library.

      2- how to create a view that shows all the major versions for all documents set in document library.
      • bnerd's avatar
        bnerd
        Copper Contributor
        Not sure I understand correctly but:

        1. To create a new version of a document set simply click on ‘Capture Version‘

        2. Viewers/Readers will only see the latest major versions. Minor versions are visible to those with edit permissions only.
    • Masoud1313's avatar
      Masoud1313
      Brass Contributor
      Thanks bnerd I know how versioning setting of document library works, I have problem for solving when I use document set.

      Please respond regarding my scenario, I am looking for a in action solution, I am looking for a step by step procedure what I have to do for solving my scenario.