Forum Discussion
Update: Document Sets in Modern Document Libraries
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
- Heather PMay 28, 2019Copper Contributor
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.
- rodieremixMay 28, 2019Copper Contributor
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.
- Heather PMay 29, 2019Copper Contributor
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.
- LanceterMay 29, 2019Brass ContributorAfter you add the doc set based content type to a library it takes a while for library settings to be fully updated, and for the content types included in the document set to be available via the New button. Until then you see the default New menu content types. It took about 40 minutes for this to update.
- Heather PMay 29, 2019Copper Contributor
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.
- sschnellMay 27, 2019Copper Contributor
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
- Chosen_OneMay 31, 2019Copper Contributor
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.