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MicrosoftUpdate: Document Sets in Modern Document Libraries
I am pleased to announce some updates on the plan and timeline for improving the Document Set experience in modern document libraries.
In January, we communicated a March delivery date for these improvements. We apologize for missing that date. We’re now planning on rolling out this change in May. We will be making the official announcement to the Message Center very soon with exact dates. Thank you all for your patience!
This change allows organizations to use the power of document sets to group related documents together with consistent metadata and structure without having to go back and forth between classic and modern experiences.
Document sets now look and feel like ordinary folders in modern libraries, and benefit from all the cool new features in modern. This means that users can drag and drop content to upload to document sets, link to content that lives outside the document set, pin files to the top of the document set, start flows on document set items, and define conditional formatting on document set items. It also means that the Document Set experience can be customized using SharePoint Framework Extensions, just like all other modern list views.
All the content management rules you can define on document set content types are still supported. No business processes were harmed in the making of this change! Document set metadata can be viewed and edited in the details pane while in a document set. Shared metadata specified in a document set content type continues to work as it always has; values inside shared columns will be copied to items inside the document set. Columns that are identified as Welcome page columns in the content type are sorted to the top of the details pane, so that users can find them easily. Content and structure rules specified in the document set content type are also supported, including the default content and default view settings.
Document set versioning functionality will appear under the context menu on document set items in the modern list view, include “Capture Version” and “Version History.” Other document set-specific actions from the Document Set ribbon are still there, but only in classic. Just like any other modern list view page, you can click “Return to classic SharePoint” in the lower left hand corner to go back the classic document set experience back.
The one caveat is that customized document set welcome pages are not supported in modern. This change will not affect document sets that use welcome pages that have been configured with custom HTML or web parts; those welcome pages will still be displayed in classic mode, as they are today.
200 Replies
Hi LincolnDeMaris , will document sets work with MS Forms/ Power apps at all? Document sets are great but the default input form is a little vanilla.
- Hello, Hearing this story around couple of months but there is no release date anywhere. In road-map it mentioned rolling out Q2 CY2019 but didn't hear any news such any fast ring or first set of tenants has this feature. Please update us. Thanks
https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=&searchterms=document%2Csets LincolnDeMaris How do I verify this has been rolled out to my organization - whenever I use document sets, they always open in a new tab outside of the "Modern view" back to the original old SharePoint view. Is there a setting I'm missing to enable "Modern View of Document Sets," or do I need to wait longer for a rollout? I'd like to be able to use Document Sets in the same fashion as the gif you originally posted - but have yet to get the chance to. Thanks!
LincolnDeMarisreveler24 Modern document sets are rolled to all organizations. If you are still seeing the classic document set page, that should mean that either the library itself is configured to use classic, or the document set welcome page has been customized and we're detecting that and falling back to classic.
Thanks for for the update Lincoln. I’m still seeing classic view, even when configured for modern experience. I don’t have customised welcome pages either.
I did have modern document sets for a few days in that initial rollout in early June, so The issue doesn’t appear to be on my end. Seems that others are still seeing classic view as well, so there appears to be a broader issue here.
Are you you able to advise?
LincolnDeMaris Hi Lincoln. When will modern design for document sets be available to standard release? Please let us know so we can plan and inform our customers. Thx, Markus.
LincolnDeMaris Perhaps I missed an update somewhere, but I'm not seeing anything modern about the new "modern" document sets. As soon as you click into one, you're taken to a classic experience, which means it's not easy to update things like metadata and retention labels.
Are modern document sets just not pushed out to everyone yet? Or is this what it's meant to be - an old-fashioned document set on a modern site in a modern library?
Found the solution:
https://mnaveedblog.wordpress.com/2018/09/19/enable-modern-sharepoint-view-for-a-document-set-in-sharepoint-online/
I wish it weren't so complicated to just get a modern view, but the above solution does work, thank goodness. Thank you to the person that first posted it.
There is no Welcome Page, but I can live with that.
- For now this works for me, but it is just good enough to continue our tests with Flow within Document Sets because Microsoft indeed still has a lot of work to do to get Modern Document Sets work without the strange behaviour in the menu and metadata for example. Unfortunately, because Modern is overall so far well done in SharePoint Online.
- Not only strange UX, but more important missing functionality like Flow in Document Sets :-(
We are still waiting to get Modern Documents Sets back in our tenant (we had it for about a week and build our flows …).
LincolnDeMaris Is the document set modern UI live yet? The hybrid is experience is absolutely horrendous and confusing as hell, even for someone who has been heavily using SharePoint since 2003!!
LincolnDeMaris Hi. It seems that this feature (modern experience) have been deployed and "removed". I could see this feature on our tenant (production) and a few days later ... nothing :-/
Also, the button "Download" has made it possible to create and download a zip file containing all the documents set > same, this feature does not seem to work anymore... An advice? ThanksIt sure would be nice to get an update on what the current status of Modern Doc sets are. Have they officially been pulled? Sounds like many are saying including the organization I work for had them and now they are gone.
- LincolnDeMaris
Dudditz They have not been pulled. We had a temporary rollback because of an issue with the flight - it was not any of the issues being discussed here, it was a backend thing. Sorry about the confusion.
Additionally, we have internal confirmation that the following issues have been fixed in production:
- Opening in a new tab
- Properties not showing
- Some of the breadcrumb click issues - we're still working on this
- New button not showing the correct items in a document set
If anybody's still having difficulties with the above, please let us know.
LincolnDeMaris Michael_Silverstein
We haven't used Doc Sets in previous SharePoint versions but noticed a bug when a folder was uploaded and then changed to a Doc Set content type. The content type appears to be changed and now allows for assigning of metadata but the icon is not updated. Is this a known issue that is being worked on?
What happened? This was live in our Office 365 tenant a couple weeks ago and now it is gone. The new icon and copy/move functionality is there at the top level of the library but when navigating into a Doc Set it is back to classic. Help! We already sent an announcement to all our users. :-(
- What happend? We were very happy with modern in Document Sets because of the use of Flow and today suddenly Document Sets are all classic again, in multiple tenants ...
- We really need Modern in Document Sets for Flow, more important at the moment than the issues with the content types …
- JustSpoor Same in my tenant. We received modern document sets last Friday, now four days later they’re gone without warning. Very frustrating - hopefully this is resolved quickly.
same here in my company! Hopefully the next rollout is a way less buggy :)
