04-16-2019 07:59 PM - edited 05-09-2019 07:34 PM
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.
04-17-2019 08:58 AM
04-18-2019 05:48 PM
04-23-2019 01:28 AM
@Lincoln DeMaris Thanks for the update. I was just about to roll out document sets to our team but waited so not to put the users through a double change!
One of features I really liked about document sets was that each project could have a mini home page. I could then use WebParts to query certain pieces of information and display them on the welcome page. Almost like a synopsis of the project all in one place. Looking at the move away from Welcome Pages is there a way I can do this within the modern view with web parts that pull documents up using web parts?
So if a document set is clicked through the normal folder navigation it shows the folder list, the options panel and then a couple of Web Parts with details related just to that document set?
Rather than managing knowledge by copying 'Case Studies' or 'Purchase Orders' from one folder to another we keep everything in one place so not to duplicate content and make sure that the latest file/folder is being accessed.
Could this be achieved with views?The image demonstrates where I was going before I realised that modern was on its way!
p.s Please update us as regular as you can as I have a large team waiting for this change .
04-23-2019 01:28 AM
@Lincoln DeMaris Thanks for the update. I was just about to roll out document sets to our team but waited so not to put the users through a double change!
One of features I really liked about document sets was that each project could have a mini home page. I could then use WebParts to query certain pieces of information and display them on the welcome page. Almost like a synopsis of the project all in one place. Looking at the move away from Welcome Pages is there a way I can do this within the modern view with web parts that pull documents up using web parts?
So if a document set is clicked through the normal folder navigation it shows the folder list, the options panel and then a couple of Web Parts with details related just to that document set?
Rather than managing knowledge by copying 'Case Studies' or 'Purchase Orders' from one folder to another we keep everything in one place so not to duplicate content and make sure that the latest file/folder is being accessed.
Could this be achieved with views?The image demonstrates where I was going before I realised that modern was on its way!
p.s Please update us as regular as you can as I have a large team waiting for this change .
04-23-2019 12:59 PM
I sure hope this May delivery holds, we are looking at using these, but the classic view is not going over with the management stakeholders.
No update from Microsoft in the Uservoice discussion thread on this.
Also disconcerting that the 365 road map was updated after this post, and stills says in development?
04-25-2019 06:12 PM
@SWalter2937 We posted the official announcement to the Message Center yesterday. Modern document sets rollout will begin early May!
@Deleted I think that everything you're using Document Sets for, as evidenced by your screenshot, will continue to work with this change. Document set metadata is displayed in the details pane. Default content that's specified in your content type will be created by default. You can configure which view is used to display document set contents.
04-28-2019 02:53 PM
@Lincoln DeMaris We are planning to implement the document set feature for contract management site in few days time in modern library UI incorporating with field extensions. Could you please let us know the exact date of this release for New Zealand region?
Thanks,
Nowshad
04-28-2019 03:17 PM
04-29-2019 05:08 AM
05-09-2019 08:57 AM
@Lincoln DeMaris Will you be supporting the ability to assign a retention label to the document set level to ensure disposition of records as a whole document set, rather than individual docs within a document set?
05-09-2019 09:48 AM
@sjakester Flow on document sets and items in document sets will work the same as Flow on folders and items in folders today.
05-09-2019 10:06 AM
05-09-2019 10:08 AM
05-10-2019 12:25 AM
@Lincoln DeMarisCool stuff, thanks. I guess the functionality will also include Copy To and Move To for the full document set, like for 'normal' folders?
05-17-2019 09:22 AM
@Lincoln DeMaris We are hitting a 5000 threshold limit in our libraries that are set up as a modern library but use document sets (which are classic views). Will this limit go away with the update?
05-26-2019 05:55 PM
@Lincoln DeMaris - Document sets used to update the folder view when clicked on them on "modern" libraries. With this rollout, it does not happen anymore.
It has defaulted to the same experience as a normal folder where, even if a view is set as default for a content type, it doesn't get affected.
This is bad and I hope this functionality will be brought back for folders and document sets soon.
Regards,
Deepu.
05-27-2019 02:58 AM
thank you very much for that update. Tree days ago this update was rolled out to our company.
But there are two more issues now:
1. when I click on a document set, the link opens in a new browser tab. Is this intended by you or did I something wrong? It would be good to have the link open in the same tab!
2. our default view for the ducument library and inside the document sets are different. when I click on a document set and it opens a new tab, everything is correct. But when I have opened the document set and using the breadcrumb to go back, the view isn't switching to the default view of the document library!
I hope you can give me a solution for that.
Thanks a lot
Michael
05-27-2019 05:20 AM
@lotz-hellerau and @Lincoln DeMaris
This is the same, on my library. And a really bad behavior. With this, the modern sets will not work for us. Please review them again, to have all functions 1:1. Thank you.
BR,
Steffen
05-27-2019 01:01 PM
@Lincoln DeMaris I think I detected a bug with the modern document sets.
How to reproduce :
1- Create a new document set
2- In the new document set, click on "Edit all" in the right panel to edit the properties
3- Notice that the Name column contains a value
4- Click on the Save button
5- The process is blocked. The Name column is now empty and the error message "You can't leave this blank" is shown. The Name column is read-only so the changes can't be saved.
05-28-2019 05:47 AM
@Deleted Agreed. The welcome page is a must for our customers. We use it all the time as a landing page for a particular case file or grant application. Metadata in the side panel isn't going to cut it for us.
05-28-2019 06:08 AM
It's quite strange that the welcome page is opening a new tab and is classic while the rest is modern. I am pleased that we have this update even though it feels unfinished. Our bigger concern is you still can't move these like other folders within SharePoint, You can only move them within the context of their respective library.
05-28-2019 06:44 AM
@osborn_amysame here. Info at welcome page is most easy way for users to have an overview. Looking at the info panel doesn't give the same experience as a welcome page
05-28-2019 09:18 AM
@lotz-hellerau and @Lincoln DeMaris
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.
05-28-2019 10:03 AM - edited 05-28-2019 10:04 AM
Another potential issue - in my case, the info panel doesn't display the MetaData associated with the Document Sets. I can see where the data is supposed to be but the area is just empty. These document sets do have a great deal of MetaData associated with them, but the info always displayed in classic just fine. It's not a timing issue either as I have given the pages several minutes to load.
05-28-2019 09:52 PM
05-28-2019 09:58 PM
05-28-2019 10:05 PM
05-29-2019 03:44 AM
@Lincoln DeMarisThat doesn't really answer the question I had. Will the MS FLow icon at the top of a Document Set NOT disappear when you select the Document Set? When you select a Document Set....also, will you be able to Trigger an MS Flow when a Document Set is created or one of the items in the document set is Modified to start an Approval Process. That is the functionality we are looking for....same as what you can do in any List currently.
05-29-2019 07:51 AM
@Simon Rawson 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.
05-29-2019 08:00 AM
@rodieremix It's because the metadata/properties panel no longer shows up within the document set. It only shows up back at the library level. Which is a whole new thing for users who are used to Editing properties from within the document set. So essentially to see/edit the properties of your document set, you have to go back to the library level and select the document set [folder] to get the info panel.
05-29-2019 08:50 AM
Hi all, I'm sorry to hear that many of you are having problems with document sets in modern.
05-29-2019 08:57 AM
@osborn_amyI agree. Also without this, the only way to see Metadata set by the Doc Set, thus is common to all documents, is to add it to the view only to see it's the same for all documents. One of the great things about this feature is the reduced number of columns required in the view.
05-29-2019 09:11 AM
The below issue you mention is happening with us to. We were just about to launch a large system using Doc Sets which is now on hold and it is effecting other systems. In addition I've had a complaint that users can no longer selct multiple documents and bulk publish (as a major version) anymore.
Document set views and content types. Document set views and content types as configured inside the document set content type should be respected. If this is not happening, we have a bug that we need to reproduce. Please send me more information in a private message - like what views and/or content types are present in the document set content type settings. A screenshot of the settings page could work wonders.
05-29-2019 04:09 PM
I'm aware that document sets being modernized is on the road end of May 2019. Any idea when they will actually be modernized? Right now there is some peculiar behavior within flow regarding document sets. For instance, if i create an approval flow and I submit one document set, i get an approval for the number of documents within the set and an additional approval for the document set item itself. I have opened a ticket and I hope to see a solution to this issue soon as my business process heavily depends on the document sets for several key financial approvals. Is there a workaround available? Folders don't seem to be an option either. I've even gone so far as to create a manual flow and place a json button directly in the library. We are exiting a company and we need a solution asap before they shut down our on prem servers.
I opened a ticket
they sent it to the flow team? 119052922003785 looks like a (mindtree) ticket this is what happened the last time i opened a ticket.
05-29-2019 04:47 PM
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:
05-29-2019 04:53 PM
05-30-2019 11:28 AM
Please consider voting for moving & Copying of modern Document sets. You can find the suggestion here in the user voice.
I also added a user voice for replacing the classic welcome page with a modern one when creating new document sets however it still has not shown up, will check back tomorrow.
05-30-2019 03:00 PM
@sjakester This functionality will be available. You can trigger Flows on document sets the same way as other folders and items.
05-30-2019 03:01 PM
@Simon Rawson Are you using content types that are syndicated from a content type hub?
05-30-2019 03:29 PM
05-30-2019 03:58 PM
05-31-2019 08:06 AM
If you are using custom folder content types within the modern document set they use the classic form similar to the classic welcome page that is used when creating new document set. This in combination with the classic welcome page results in a fragmented experience for our organization. The very thing one would have though would have been eliminated by the modernization of the Doc set sill exists.
05-31-2019 09:59 AM
05-31-2019 10:05 AM - edited 05-31-2019 10:08 AM
@Lincoln DeMaris I've read through this whole post and all of the replies so I apologize if I missed something. It seems to me that the default view of the Document Set is simply the list view that the docs set came from. When I change the columns, the list view changes too. Seems simplified from your perspective but a document set is very different that a list view and needs special attention so a user can differentiate.
First of all, you need to clearly differentiate that container (Document Set) metadata from the individual document metadata. Right now it looks indiscriminately mixed and you can even falsely edit the container metadata at the document level without effect. My understanding is that this is even true in classic mode with is really bad. Why not fix this? You could color the container metadata in the in the individual document context and make it read only?
Also, it seems you really need to be able to configure different columns in the document set view than the list view? They simply don't suit each others purpose.
Am I missing something? What's the best way to independently configure the document set list view and individual document property editing within within the document set? It should be completely independent of the list view that the document set is coming from.
05-31-2019 11:27 AM
@Lincoln DeMaris @Lincoln DeMaris I've read through this whole post and all of the replies so I apologize if I missed something. It seems to me that the default view of the Document Set is simply the list view that the docs set came from. When I change the columns, the list view changes too. Seems simplified from your perspective but a document set is very different that a list view and needs special attention so a user can differentiate.
First of all, you need to clearly differentiate that container (Document Set) metadata from the individual document metadata. Right now it looks indiscriminately mixed and you can even falsely edit the container metadata at the document level without effect. My understanding is that this is even true in classic mode with is really bad. Why not fix this? You could color the container metadata in the in the individual document context and make it read only?
Also, it seems you really need to be able to configure different columns in the document set view than the list view? They simply don't suit each others purpose.
Am I missing something? What's the best way to independently configure the document set list view and individual document property editing within within the document set? It should be completely independent.
05-31-2019 11:41 AM
@lotz-hellerau same thing for me. Seeing the Welcome Page columns is vital to the process my company uses that involves document sets. This update had great intentions but came up short with basic functionality.
05-31-2019 08:10 PM
@Lincoln DeMaris When I create a new document set in a document library (having added the document set content type as an option for the library), it open in a new tab in the classic experience. janafam.sharepoint.com and wreim.sharepoint.com