Forum Discussion
MicrosoftUpdate: Document Sets in Modern Document Libraries
LincolnDeMaris 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 .
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.
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.
- I agree about the inability to move doc sets. I'd like to be able to move doc sets from library to library.
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
@osborn_amy I loved the Welcome Page - we used it to great effect on our last project. I'm just setting up a new project and was dismayed to see the Welcome Page isn't part of the new experience - I'm advising all users to click on the 'Return to Classic Experience', but frankly that's a nuisance, because you then have to click out of the document set and then back in to get the welcome page to show. Not sure what the thinking was on this, but I think it was deeply flawed.
- I agree. I use doc sets extensively for one of my clients to manage job files. There are about 20 metadata, including job status, payment stages, and amounts. I use different views to filter and sort to cater for different purposes. In the doc set, only the primary half dozen most important metadata properties are displayed.
