Forum Discussion
natalieclarke
Jun 25, 2023Copper Contributor
How to have the Document Set ID embedded into your word templates as a property to select from
Hello I am creating a QMS, and have built templates where the document ID and document title automatically populate upon creation. Each quality document will have a native Word & PDF file ass...
Jun 25, 2023
Hi,
It seems you are using here the autogenerated ID column for a given document library as a way to identify documents that belongs to the same set. Unfortunately, there is not a simple way to grab the Document Set ID column and use as ID for your documents. Some possible solutions for your scenario you might try:
(1) Instead of using the default ID column, define a calculated column where you generate the ID in the format you require and make this column as shared column in your Document set definition so you can use it in any document
(2) Use the ID column in the document set as master and with a Power Automate Flow copy the ID value on a different colunm of your documents
It seems you are using here the autogenerated ID column for a given document library as a way to identify documents that belongs to the same set. Unfortunately, there is not a simple way to grab the Document Set ID column and use as ID for your documents. Some possible solutions for your scenario you might try:
(1) Instead of using the default ID column, define a calculated column where you generate the ID in the format you require and make this column as shared column in your Document set definition so you can use it in any document
(2) Use the ID column in the document set as master and with a Power Automate Flow copy the ID value on a different colunm of your documents