Forum Discussion
How is the '+ New' menu populated in document libraries?
Hi, I've been playing around with Documents Sets and don't agree that everything is working by design, compared to the classic view.
This all might make sense if you are using a custom content type that represents a document, but it doesn't fit if it's document set.
Classic Experience:
- Single Content Type: Document Set
- You can only add "Document Set" at the top level
- You can add "Word, Excel, PowerPoint and OneNote" file within a document set
New Experience:
- Single Content Type: Document Set
- You can add "Document Set" and "Link" as content types at the top level
- You can again add "Document Set" and "Link" as a content type within the document set itself
To me the "new experience" doesn't make any sense, when I imagine an information worker that is supposed to "only work" within Office 365 and Office Online. How are we supposed to create documents in the document set, without using other tools (e.g. Uploads) ?
One additional correction. I just removed the extra content type from my document set so its just document (the default) and now when inside the document set the new button shows Word, Excel, PowerPoint, OneNote and folder. Which is what I think you were expecting. Not sure why you are seeing something different.
Did you add custom content types to the DocSet settings? Here's what I did and I get a different result then you.
- Created Doc Set content type called MyDocSet
- Created Excel content type with Excel spreadsheet as template
- Added Excel content type to MyDocSet settings
- Added MyDocSet content type to library content types and removed Document
When in the library the new button shows Folder, MyDocset, and Link
When inside the DocSet I see Document, Excel, and link.
That's the way I would expect it to operate. If you are doing DocSets you really should be managing the document content types that can be added to the Docset. If you leave it at just Document the new button won't operate correctly because its already been thrown off by the addition of the Document set Content type which cases it to show only the content types that have been added.
No, I have specifically not created special XLTX, DOTX Content Types.
What I have described is just a single content type "Document Set".
All I did was switch the library experience from NEW to CLASSIC, and suddenly you have different results.
If you come from the classic the experience that the NEW feels definitely off.
In other words, there's no way to edit the '+ New' menu. You cannot reorder items, nor can you remove items. If you want to modify the '+ New' menu you must have two or more content types associated with the library.
If you don't use custom content types then there is no way to edit the menu. In tht case it will show the 4 default document types available in Office Online. If you do use custom content types then the menu will reflect the list of content type templates in the order that you specify in the content type list in the library. You can specify the order of the content types when you add them to the library. You can also hide content types from being displayed on the New button.
- Didn't I say the same thing, phrased as a question? I just got a little more detailed and said I would create content types in the content type hub with default templates.
