Forum Discussion
MicrosoftUpdate: Document Sets in Modern Document Libraries
lotz-hellerau and LincolnDeMaris
Another major issue:
If you had content types that were part of a document set, the modern experience has massively messed that up. Now the library and the document set seem to share content types. Within the document set if you go to New, the default is to re-add the document set content type, not other content types defined within a document set.
LincolnDeMarisLanceter Are you using content types that are syndicated from a content type hub?
- No, Linc, not in this case. This was a quick test in a stand alone site collection. Good observation!
Lanceter are you referring to the document set content type? Yes, that shows up at the library level under New as expected, but it also shows up within the document set. For example, I have a document set content type called "Case". In the library, I can go New--Case as expected to create the document set.
But once I'm inside a case document set, I only have the same options for the New menu that appears at the library level. But if I'm already in a Case I don't want to be able to create another Case document set. That makes no sense.
In my scenario I have a document-based content type called "Checklist" that is associated with the Case document set, not the library. Meaning the "Checklist" should show up under New when you are inside the Case document set. With this approach, different content types show up under New at the library level and also from within the document set itself. It works in Classic, but not in Modern.
Are you able to display different content types at the library level and inside a document set or do you only see the same options too? Just wondering if others have the same issue with content types inside a document set.
Sounds like inconsistent behaviour. I'm seeing different content types on the New menu at the library level and the New button within doc sets, as per the settings. It took a while (about 40 minutes) for the New button settings to flow through and be available within the doc set, and until then all I saw was the default menu you get if you aren't managing content types in the library.
The only other factor I can think of is that I configured the library and doc set content type yesterday, rather than it already being an existing library and content type.
At the library level:
...and within the Doc Set:
Here are the Document Set settings: