Adding individual tasklist to document set

Hello!
I'm looking in too the functionality of SharePoint 2013 for a company where i'm an intern. I wan't to know if the following is possible.
We wan't to add a document set for each project. When we view this document set "project" i wan't to add an tasklist just for that "project". Is it possible to view an individual tasklist on the page of the document set? So when i click
on a document set "project" i not only see the documents but als an tasklist just for that project?
I wan't to know this because a projectsite is not ideal in this case. Their need to be one library which contains all the information about all projects.
Kind regards,
Robbert-Jan

Not really, you could have a shared task list which has a column for 'project'. That way you'd be able to filter down to only the relevant tasks for your particular project quickly.
A single document library is often the simplest approach but it can get hard to control and manage over time. You can use things like the content by search web part to 'roll up' content to a controling area if that makes life easier.

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SPD List serial WorkFlow attach Dynamic approvers, Document Sets attached to List

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System : SharePoint 2013
1. Approver's should be fetched from a people picker item of another List based on condition (Filter with department)
2. Workflow should be serial & approvers should be dynamic from above list item people picker based on department condition
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V

Hi,
I had tested again with multi workflows which are assigned to three users, they all worked well.
At first, the workflow would send an email to the first approver, when the first approver approved; then send an email to the second approver, when the second approver approved; then send an email to the third approver.
When the third approver approved, the workflow would completed, then the assigner who started the workflow would receive an email that the workflow has been completed.
You can create a simple workflow to check whether it works.
Such as you can just only use the “Start Approval Process” one action to check whether it works.
Did the issue occur in other lists or libraries?
You can create a new list or library, then create an approval workflow to check whether it works.
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Document Set shared columns not propagated to documents newly added

I have a Document Set with shared Managed Metadata and Person fields.
I have found that sometimes some managed metadata fields are not propagated to newly added documents using drag and drop with Windows Explorer.
[ Note : Sharepoint 2013 with SP1 ]
Example
Field A = Person or group (optional)
Field B = Managed Metadata (optional)
Step 1 :
I create a new Document Set (lets call this one docset X), with field A empty and field B with a value.
I save this docset then open the document library in Windows Explorer and finaly, drag and drop a document inside the folder of this newly created docset.
When I look at the properties of the document, I found that there is no value in the field B even if it's not the case of the docset.
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Hi vinz,
I tried many times and couldn't reproduce your issue in my environment(SP 2013+SP1), manged metadata field value in Docuemnt Set content item always could be propagated to documents dragged/dropped in this doc set folder via Windows Explorer regarding
other fields value.
You may try to test on other lists, site collections or web applications (may also test with new manged metada term store), see if this issue could be reproduced or isolate, the manged metada column value shouldn't be depend on other column value.
Also check ULS log, see if there is any related error message generated when the document is dragged to the library windows explorer with this issue.
http://blogs.msdn.com/b/opal/archive/2009/12/22/uls-viewer-for-sharepoint-2010-troubleshooting.aspx
Thanks
Daniel Yang
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Adding a custom report to a document set

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SharePoint 2013 List & linked Document Set Project Help Needed

I have struggling to find the best solution for a recent project. I'm sure someone will have a better suggestion than what I have come up with.
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Hi,
With Event Receiver, we can capture the ItemUpdated event of item of a list when the value of an item is updated, then perform the Document Set moving accordingly.
Here is a step by step sample on creating a simple Item added event receiver for Custom List in SharePoint 2010:
http://msdn.microsoft.com/en-us/library/ff398052.aspx
More information on
Event Receiver for your reference:
http://msdn.microsoft.com/en-us/library/gg749858(v=office.14).aspx
http://msdn.microsoft.com/en-us/library/ff408183(v=office.14).aspx
Here is a thread with code demo about
moving Document Set programmatically:
http://social.technet.microsoft.com/Forums/sharepoint/en-US/1e8b1110-a719-4825-a300-cc1946f4d96a/document-sets-move-programatically
Feel free to reply if there are still any questions.
Best regards
Patrick Liang
TechNet Community Support

Error Code "-5002" While adding a Goods Issue Document

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Hi I had the same Issue,
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Sharepoint Online Bug: Document Set does not synchronize empty fields

If in the properties of document set the general field is empty, it will not be synchronized with internal files that has this general field. Ie, all files can have own values for the general field. If the value in document set (in properties) is not empty,
the synchronization works fine. This issue was tested in different sites from different account in Office365.
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Hi ,
According to your description, my understanding is that the updated Shared Column of document item cannot synchronize with the Shared Column of the Document Set which is empty value.
For reproduce your issue, I added two Shared Columns “Description” and “E-Mail” into my Document Set Content Type and added it to a document library . Then I created a new Document Set and left
its two Shared Columns “Description” and “E-Mail” empty. When I created a document item in the new document set and set values to the two Share Columns, the Description column was still empty but the “E-Mail” column was updated with
new value.
By default, if the Shared Column of your Document Set is empty, the Shared Column of the items in the document set should be empty and cannot be updated.
For a good practice, I recommend that you can set the value of Shared Columns in your document set once your document set is created . For a workaround, you can hide Shared Column in the Edit
Form. Here is the code you can refer to:
<script type="text/javascript">
$(document).ready(function(){
HideFieldByInternalName("Coach");
HideFieldByInternalName("Duration");
HideFieldByInternalName("Locations");
function HideFieldByInternalName(internalName) {
$(".ms-formbody").contents().filter(function() {
var regExp = new RegExp(internalName, "i");
// match comment node containing internal field name
return ((this.nodeType == 8) && (this.data.match(regExp)));
}).parent().closest("tr").hide();
</script>
Reference:
http://en.share-gate.com/blog/document-sets-making-your-metadata-shine
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Eric Tao
TechNet Community Support

Custom Master Page issue with Document Set Libraries

Details: Publishing site using SharePoint 2013. The SharePoint is on my company's servers.
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Thanks. I've been experimenting with this for a few days now, and there's lots I don't understand about why and such, but your process above works. That's a big load off me right now and I really appreciate it. I'm going to be able to survive the initial
roll-out and implementation of the new site. Going forward, I've got lots to learn and find out, I've already heard that there's a desire to really redesign the master page for the site and subsites, way beyond the little CSS customization I did. Fun.
If you've got a little time though, perhaps you can provide some explanation. If not, no problem.
On step 6, when I do as you detail, click the System Master Page and reset all the subsites, it seems to work fine with my custom master page. If I do that with the Site Master Page settings, my custom page causes the redirect issue in the subsites again.
This is whether I do the Site Master Page by itself, or in conjunction with the System Master Page settings. If I revert back to the Seattle master page in the Site Master Page settings and my custom pate in the System Master Page, the issue goes away again.
It is completely messing with my head, trying to figure out why that would be, and this is all beside trying to figure out why adding the one little CSS reference to the Seattle master to create my master page breaks things (sometimes!).
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Content type (Audio) not appearing as choice for document properties in a document set

We've created a document set for which there are currently 11 Content types. When we upload a document to the document set we have the following problems:
one of the content types is not available (A customized Audio Content Type).
we can't seem to set the order in which the content types appear in the list (incomplete though it is)
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Three are several document sets in the content hub but only one in the library where this content type is used.
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Barry Cohen

Hi Barry,
Based on your description, my understanding is that the content type called Audio is not available when uploading a document to the document set.
I recommend to check if the content type is added to the Allowed Site Types of the document set content type.
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Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Victoria Xia
TechNet Community Support

Display thumbnail preview for images in a Document Set

I have a Document Set with Images in it. I would like to show a thumbnail preview of the images in the view of the files in the document library. I added the Thumbnail Preview column but it just shows a large File Icon.

Hi,
According to your description, my understanding is that you want to display the picture of the images in the document set.
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Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Victoria Xia
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Document Set name as refiner in Search results?

I'm wondering if there is a way to use the document set name as a refiner in a search results page so a user can search a specific site or document library and choose the document set name to narrow the results? Initially I thought I could create a
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Document Library
Document 1
Document 2
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If this is not possible can anyone suggest an alternative please?
Many thanks!
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Hi,
I am afraid that there is no existing managed properties on the document which we can count on to know which document sets the document belongs to. Just like what you said "created a column which contained the document set name", this could
be a workaround to achieve what you want.
To do that:
1. Add a new site column named DocumentSetName and add it to
DocumentSet Content Type. And give value "DocumentSet_A" for document set A and "DocumentSet_B" for document set B.
2. In the Document Set settings, enable the newly added column as
Shared Columns. It means that all documents added to this document set will share the column and its value.
3. Reindex this document library.
4. In the Search Results refiner, add the automatically created Managed Property
as Refiner.
With this method, you can filter the documents with the name of document sets when searching office documents in search center. The only information you need input manually is Value of the site column.
http://blogs.technet.com/b/sharepoint_made_easy/archive/2013/03/19/step-by-step-configuration-to-add-custom-refiners-in-the-refinement-panel-of-search-results-page-for-sharepoint-online.aspx
Moreover, if you have the requirement to create batch of DocumentSets without any manual input, you can refer to the following link which explain how to create them with proper settings and default values.
http://www.c-sharpcorner.com/Blogs/12139/how-to-create-document-set-using-csom-in-sharepoint-2013.aspx
Miles LI TechNet Community Support

Workflow for Document Set

I am trying to develop an e-mail notification on a Document Set - problem is the workflow triggers not only on the document set, but all the documents within the set.
I know I can't start the workflow "when a document is created" - has anyone found a solution so the workflow is only triggered when the document set is created (and not again when individual documents are uploaded)
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There are a couple of options that I can think of.
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After you have created the Workflow you would need to go back into your MyCustomDocumentSet Content Type and set the Workflow to start on When an item is created.
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How to rename Document Set programmatically

Hi guys,
I'm trying to create a Document Set item programmatically with unique name by adding ID to its name:
SPList list = SPContext.Current.List;
SPFolder parentFolder = list.RootFolder;
string dsname = Purpose_TextBox.Text;
Hashtable properties = new Hashtable();
properties.Add("DocumentSetDescription", "New Document Set");
SPContentType docsetCT = list.ContentTypes["RequestPayCT"];
DocumentSet docSet = DocumentSet.Create(parentFolder, dsname, docsetCT.Id.Parent, properties, false);
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What do I miss?

Please check the below article
http://sharepoint.stackexchange.com/questions/14661/rename-document-set-through-code
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I guess my question falls under 'Other customization' hence my post here.
Scenario:
I have a Document Set content type enabled for a library. At the moment I have a few "folders" [document sets] that contain their respective documents.
I edited a Document Set welcome page to include a Note Board web part. I edited the Note Board web part by adding a 'URL for note' to be a URL of a random Document Set welcome page while in edit mode.
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I realize that I must have gotten an URL for a Note Board web part wrong and it does not filter comments explicit to each document set but fetches the comments from whole the library. My url is currently:
https://intranet.domain/sitecollection/library/Forms/Machine%20Process%20Pack/docsethomepage.aspx?ID=2&FolderCTID=0x0120D520009EDF2E3A3112B041AC6EC1D4133D77550000C297D6CB32E349A435E04924DC6C58&List=7b052f9c-7e35-4251-b66d-3bcdd2950014&RootFolder=%2Fuk%5Fqhse%2FProcess%20Packs%2FSigma%202345&RecSrc=%2Fuk%5Fqhse%2FProcess%20Packs%2FSigma%202345&PageView=Shared&InitialTabId=Ribbon.WebPartPage&Visi
I know I have to strip this URL from some parameters, presumably leaving just ID, FolderCTID, List and RootFolder.
Could someone actually tell me exactly how my URL should look like if I want to display comments only for a given document set on its welcome page?
Thanks!

Hi,
According to your post, my understanding is that you wanted to display comments only for a given document set on its welcome page, not display for all the document sets.
If so, you should not set the “URL for note” field in the Note Board web part, you can just leave it blank, then when you post a comment in one document set, the others would not display the comment.
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Adding individual tasklist to document set

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