Apr 16 2019 07:59 PM - edited May 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.
Apr 17 2019 08:58 AM
Apr 18 2019 05:48 PM
Apr 23 2019 01:28 AM
@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 .
Apr 23 2019 01:28 AM
@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 .
Apr 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?
Apr 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.
Apr 28 2019 02:53 PM
@LincolnDeMaris 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
Apr 28 2019 03:17 PM
Apr 29 2019 05:08 AM
May 09 2019 08:57 AM
@LincolnDeMaris 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?
May 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.
May 09 2019 10:06 AM
May 09 2019 10:08 AM
May 10 2019 12:25 AM
@LincolnDeMarisCool stuff, thanks. I guess the functionality will also include Copy To and Move To for the full document set, like for 'normal' folders?
May 17 2019 09:22 AM
@LincolnDeMaris 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?
May 26 2019 05:55 PM
@LincolnDeMaris - 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.
May 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