Document Set
15 TopicsDocument Set Content Type in New Menu
I know you can create a Document Set and drag it into another Document Set. But is there a way to allow a Document Set as a Content Type of Document Set? It will be more intuitive for end users to have a consistent new menu experience at each layer (we only want to have two maximum).1.5KViews0likes5CommentsIcon of Document Sets changed to default folder icon - Support claims it is "by design"
Some of our customers heavily rely on the Document Set functionality. Last week we noticed that the icon of Document Set has changed within a list view from to This seems somehow to be related to the new functionality to change the colour of the folder. All tenants which already received this new feature show the wrong icon for Document Sets. All other locations ("New" menu, Details pane) are still using the Doc Set icon, so the list view seems the only place where the icon has changed for a Doc Set. I had a call with MS support today, and they told me (like on many SP-related issues before) that this is "by design". I am using Document Sets since 2010 - claiming that it is "by design" to change the Doc Set icon to the folder icon is like changing the icon of a Word file to the generic file icon.4.2KViews0likes3CommentsDynamically display previews of files within Document Sets
I have a Document Set Library containing multiple Document Sets. Each Set contains 3 documents, each with a different Content Type. When I select a Document Set, I would like to display 3 'web parts' showing a preview of each of the documents - 1 web part for each Content Type. It should work in the same way as the File and Media web part which shows a preview of each selected file in a Document Library web part. Any advice is very appreciated thanks.595Views0likes0CommentsCreate Standard Views For New Document Libraries
We are putting together a Project Directory Site which will contain a document library for each new project that gets created. I've added two columns to the Document Content Type so that these are included with each new library. Is there any way to change the default 'All Items' view to include these columns without having to manually add them via show/hide columns? Additionally, can we create a custom view (Such as group by 'Document Type') that would be included in every new document library? The idea is that we would have a standard set of documents be added to each library, and we don't want to make users have to recreate these views for every new library that gets created. Much appreciated!961Views0likes1CommentDocument set unable to delete default content on NoScript sites
It's possible to add default content to document sets. This functionality works just fine when creating new document sets from the document set content type. However, when the default content needs to be modified or deleted it's impossible to do so in sites that are enabled for NoScript. You get the access denied page "Sorry, you don't have access" when you try to delete a default content document and press OK in the document set advanced settings page. This has to be an oversight as it makes no sense that it's allowed to add default content but not delete it without disabling NoScript on the site. Can Microsoft please fix this? This is on SharePoint Online, but I believe the same issue is present on SharePoint 2019.1.4KViews0likes1CommentDocument set default content title property overridden using filename
If you add a default content document to a document set content type and create a new document set from that content type the default content will have it's title field set to the filename including extension. This contradicts the default behavior where templates uploaded to the new-menu and default OOB templates defaults to an empty Title field. Is there no way to specify the tile field for default content in document set content types or to set it as empty? This will for example override the ability for SharePoint Search to extract title from within the document for use in search results. Instead it will show the file name including extension. Jens Otto1KViews0likes0CommentsAuto populate Name column Document Set with selected value lookup column
According to below question and pictures I am looking for a way to Auto populate Name column Document Set with selected value lookup column But I do not know how to do that. actually i wanted hide Name column on Document Set but i read some where is impossible. also i tried with java script but i could not. actually i do not know how? https://sharepoint.stackexchange.com/questions/286966/auto-populate-name-field-with-value-from-a-lookup-column-on-new-document-set-for982Views0likes0CommentsMoving documents between document set does not propagate shared columns values
Hi, Did anyone tried to copy/move documents between documents sets and found out that shared columns values does not get updated? With my tests I found that copying/moving documents in documents set does not propagate values if the source document and document set destination are in the same library. However, if the source document is in a different library than the document set destination, it will propagate. This look to me as an important issue. Because I did not found anyone talking about this issue, I'm wondering if my tests results are accurate. Thanks!877Views0likes0CommentsDocument Sets vs Folders in SPO
Hi All, Document Sets is something I've been questioning since helping people move to SharePoint Online. With each modern feature being rolled out the advantage of Document Sets over folders is blurring for me. The approach to using modern features is new to me so I was hoping to discuss my thoughts: Team sites and Hub sites In modern SharePoint architecture we are moving/moved away from sub sites. This has been great for organisation where restructures seem to happen more often than not and teams moving to different departments or reporting lines. The push to use team (sharepoint) sites over subsites, leaves us with content types being created and managed per site. Upon writing this I looked at some solutions and my thinking would be to use https://support.office.com/en-us/article/publish-a-content-type-from-a-content-publishing-hub-58081155-118d-4e7a-9cc5-d43b5dbb7d02 to manage content types for hubs and their connected sites and https://docs.microsoft.com/en-us/sharepoint/dev/declarative-customization/site-design-json-schema Is this correct would everything being managed over site scripts be a better approach? Can site scripts be executed over an existing site to update? (For example adding more choices to field) What are each disadvantage and advantages? Document sets vs folders The change resistance to move away from folders has been a battle in multiple organisations. No matter how easy or fool proof the design is, the tiring conversation of folders wears on me. I would like to give the user what they want. The drive for metadata comes from the business wanting to have reporting through filtering and records management (retention and disposal). Sites that are not driven by these requirements, are less structured. Doc sets/metadata is recommended but the choice is left with business. Content types can be applied to folders, however this becomes a mess when using nested folders as users try to replicate their network file structure. I do not see much news around Document Sets from Microsoft - especially with the advent of Teams and One Drive for Business. Are document sets the way forward anymore? Is there a recommended approach to deliver good information architecture using folders in SharePoint Online?12KViews0likes8CommentsMy Existing Document Sets Not Updating to Modern Experience
I have a customer who is using Classic Document Sets. They have been waiting patiently for the modern experience but it never seemed to arrive. I poked around and discovered that if I create a new view and then select to change to that view while inside the document set, wallah...modern experience. Then I edited the Document Set Settings and chose the new view. But this new view will not "take" as the default for this doc set. The library advanced setting is set to use the modern experience. Any thoughts on how we get him upgraded?933Views0likes1Comment