Document Set and WF 2013

I have two questions:
1. Can workflow be started on Document Set (using 2013 workflow - Visual Studio) ?
2. Can Document Set be declared as Record from 2013 workflow - Visual Studio?
EDIT:
3. Can Document Set be declared as Record programmatically?

Yes you can start workflow on Document set.
http://sergeluca.wordpress.com/2011/06/05/sharepoint-2010-workflows-and-document-setsstart-the-workflow-when-a-new-item-is-createdbe-careful/
You cannot declare document set as record.
http://social.technet.microsoft.com/Forums/sharepoint/en-US/99af83f1-c1b8-4097-aac2-507e59593f71/document-set-cant-be-declared-as-a-record
http://www.sharepointanalysthq.com/2011/09/document-set-limitations-and-considerations-in-sharepoint-2010/

Similar Messages

How to create a Document Set in SharePoint 2013 using JavaScript Client Side Object Model (JSOM)?

Hi,
The requirement is to create ""Document Sets in Bulk" using JSOM. I am using the following posts:-
http://blogs.msdn.com/b/mittals/archive/2013/04/03/how-to-create-a-document-set-in-sharepoint-2013-using-javascript-client-side-object-model-jsom.aspx
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/1904cddb-850c-4425-8205-998bfaad07d7/create-document-set-using-ecma-script
But, when I am executing the code, I am getting error "Cannot read property 'DocumentSet' of undefined "..Please find
below my code. I am using Content editor web part and attached my JS file with that :-
<div>
<label>Enter the DocumentSet Name <input type="text" id="txtGetDocumentSetName" name="DocumentSetname"/> </label> </br>
<input type="button" id="btncreate" name="bcreateDocumentSet" value="Create Document Set" onclick="javascript:CreateDocumentSet()"/>
</div>
<script type="text/javascript" src="//ajax.aspnetcdn.com/ajax/jQuery/jquery-1.7.2.min.js"> </script>
<script type="text/javascript">
SP.SOD.executeFunc('sp.js','SP.ClientContext','SP.DocumentSet','SP.DocumentManagement.js',CreateDocumentSet);
// This function is called on click of the “Create Document Set” button.
var ctx;
var parentFolder;
var newDocSetName;
var docsetContentType;
function CreateDocumentSet() {
alert("In ClientContext");
var ctx = SP.ClientContext.get_current();
newDocSetName = $('#txtGetDocumentSetName').val();
var docSetContentTypeID = "0x0120D520";
alert("docSetContentTypeID:=" + docSetContentTypeID);
var web = ctx.get_web();
var list = web.get_lists().getByTitle('Current Documents');
ctx.load(list);
alert("List Loaded !!");
parentFolder = list.get_rootFolder();
ctx.load(parentFolder);
docsetContentType = web.get_contentTypes().getById(docSetContentTypeID);
ctx.load(docsetContentType);
alert("docsetContentType Loaded !!");
ctx.executeQueryAsync(onRequestSuccess, onRequestFail);
function onRequestSuccess() {
alert("In Success");
SP.DocumentSet.DocumentSet.create(ctx, parentFolder, newDocSetName, docsetContentType.get_id());
alert('Document Set creation successful');
// This function runs if the executeQueryAsync call fails.
function onRequestFail(sender, args) {
alert("Document Set creation failed" + + args.get_message());
Please help !!
Vipul Jain

Hello,
I have already tried your solution, however in that case I get the error - "UncaughtSys.ArgumentNullException: Sys.ArgumentNullException:
Value cannot be null.Parameter name: context"...
Also, I tried removing SP.SOD.executeFunc
from my code, but no success :(
Kindly suggest !!!
Vipul Jain

Workflow - move document set and the content

Hi,
I am working on "simple" solution to move document set and its content to different library.
Source and destination libraries were created using the same template.
I can copy documents from inside the doc set to other library but workflow doesn't work when run on doc set....
Any tip?
Thx

Plz check the following thread for similar issue
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/5b8a3126-fa85-4e59-b785-02df7c277c87/copy-a-document-set-to-another-library-via-an-spd-workflow?forum=sharepointcustomizationprevious
Please Mark it as answer if this reply helps you in resolving the issue,It will help other users facing similar problem

Document Sets and Content Types

Hi All,
I am having trouble in getting the "document sets" content types applied as expected when I try to create a site based off custom template.
Scenario:
We have 8 document sets stored in a document library. This library is part of a site which we have saved as a template.
E.g. of document sets is "Others", "Meetings" etc
Each of these document sets have one or more content types associated with it.
We are trying to create a site based off the saved site template using powershell.
E.g. $web = New-SPWeb http://myserver/sites/mysite/subsite
$web.ApplyWebTemplate("{GUID}#Name of Template")
When we open the document sets in this newly created site, the content types seem to be coming all together rather than being associated with the specific document set.
E.g. Clicking "New document" in the "others" document set would show up content types from "meeting" and all the remaining document sets present in that library.
Interestingly, when I go to "Document Set" settings, I only see the content type of "Others" Document Set.
Any idea why the "New document" dropdown for the document set is not behaving as expected?

Hi Abhi,
Based on your description, I did a test. In my testing, everything worked well.
The steps are:
Go to Site Actions->Site Settings->Site content types.
Create a new content type, and select parent content type from Document Set Content Types, and Parent Content Type: Document Set
Click ok
Under Settings, click Document Set settings
On the Allowed Content Type section, select some content types and add them
Click OK
Then repeat step2-6, and create another custom document set
Open your library, and allow management of content types in advanced settings
Add the two document sets into the library
Check each document set, and each one had different content types
Save the site as a template and include the content
Create a new site based on the site template using PowerShell(the command was same with yours)
After creating, check the document sets of the library in the new site, everything worked well.
Please check your process as the above steps.
I hope this helps.
Thanks,
Wendy
Wendy Li
TechNet Community Support

How can i assign permissions to all documents inside a document set ? - SharePoint 2013

Hi All,
I have created some document sets and i did use a workflow to assign specific users to these document sets thinking this will cascade to files in the document set.
But it seems users cant see the files under the document sets as they don't have permissions.
Can i use a workflow to assign permission to all documents under the document sets? If yes will sharepoint designer do the trick.
Thanks in Advance

Hello,
The documents within your document should be visible if the security is not broken on the item level. If it's normal that the permissions are broken, take a look at the link provided before
but reading your post, I feel that you are surprise with this permissions break. You should maybe just take a look a the document creation process to see why the permissions are broken
Best regards, Christopher.
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Document sets and search not working properly

Hello,
I'm having some problems with the search function within my document library.
I have three kind of Content type Document sets:
Project A, Project B and Project C.
In my document library i have the following Document sets.
Project 1 | Project A document set
Project 2 | Project B document set
Project 3 | Project B document set
Project 4 | Project C document set
Project 5 | Project A document set
With the search function i can only find Project 2,3 and 4. The Content type document set (Project A, B and C) are all the same.
I already did a full crawl of search. Anyone any idea's what is the cause of this problem. I need to fix this before Friday, because of a presentation i need to do for school.
Hope you guys can help me out!

I've done a full crawl, but it had no effect. The Log shows nothing strange...
Or is it because i'm using . in the names?
Project 1 = 13.22.0001
Project
2 = 13.22.0002
Project 3 = 13.22.0003
etc.

Workflow: create a document set and add default documents to it

Having a workflow create a new document set seems straightforward: use the "create list item” action, choose the target library and one of the document set content types available in it
and supply values for the fields. But that workflow action doesn't provision the document set with default content, even though the content type has default content defined. Other people have asked the same question and some say you can write a second workflow
triggered by creating the new document set item in the target library, but I don't see how you can add default content to it.
"Copy list item" would work if you could supply the title of the document set along with the target library. You can copy files (in my case several .msg, .pdf and .docx files) from
a "templates" library, but without being able to add the document set name/path as part of the target "this list" they end up in the root of the target library not in the document set.
I've seen suggestions that "Create list item" will work, but I don’t see how it can since with that you can't supply a file name to provide the default content with.
Am I missing something?
Tom
SharePoint Systems Officer, Capital Regional District, BC, Canada

Hi Tom,
According to your description, my understanding is that you want to add documents to the document set using workflow.
I recommend to use the custom workflow activity “Copy List Item Extended” and you download it from the following link:
http://spdactivities.codeplex.com/.
With this activity, we can copy documents to document sets.
Please refer to the link below to deploy the custom activity:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/24f21b48-0078-4c18-bd3e-180cd2291c28/moving-items-into-library-foldersdocument-sets-infopathspd-2010-workflow
Thanks,
Victoria
Forum Support
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[email protected]
Victoria Xia
TechNet Community Support

Document set and list

Hi,
I need to add a list to a document set or link it somehow. I tried on the document set page to add webpart a list which works but dont know how to filter only list items related to the particular document set.
Has anyone done something similiar?

Yes, I have done something similar, but I must admit that in the end we just used folders in a list.
If you want to use the document set, what I did was:
- create my own link to the document set with a querystring filter parameter to filter out the correct items (via a workflow and multiline field)
- created my own links to add new items to the list (in order for the source parameter to link to the document set with the parameters and to fill in some fields like RootFolder)
So there is a lot of customization to be done there. That is why we used a list with folders. I still use the workflow to create a link for the items, but there is no more customization for the items to filter them, we just use the correct RootFolder.
Regards, Marijn Somers|| http://www.beyond-it.be || Twitter: http://twitter.com/marijnsomers || http://marijnsomers.blogspot.com

Document Set Creation in document library using REST API in Sharepoint 2013

Hi,
I want to create the document set using REST API call. Currently i am able to create the folder and able to upload the files using REST API's in the document library. Is there any way we can pass the contentype name or Id and create the document set using
REST API call. We need to create the document set along with metadata and upload the files inside the document set.
I need to create the document set along with meta data column values using REST API. Please let me know how we can achieve this through REST API.
Thank you,
Mylsamy

Hi,
According to your post, my understanding is that you wanted to create document set along with managed metadata fields.
The REST API does not currently support working with Managed Metadata or Taxonomy fields.
As a workaround, we can use the JavaScript Client Object Model.
Create document set using JavaScript Client Object Model.
http://blogs.msdn.com/b/mittals/archive/2013/04/03/how-to-create-a-document-set-in-sharepoint-2013-using-javascript-client-side-object-model-jsom.aspx
http://social.technet.microsoft.com/Forums/sharepoint/en-US/aacd96dc-0fb2-4f0d-ab4c-f94ce819e3ed/create-document-sets-with-javascript-com-sharepoint-2010
Set managed metadata field with JavaScript Client Object Model.
http://sharepoint.stackexchange.com/questions/95933/add-list-item-with-managed-metadata-field-through-jsom
http://sharepointfieldnotes.blogspot.com/2013/06/sharepoint-2013-code-tips-setting.html
Thanks,
Jason
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]
Jason Guo
TechNet Community Support

SharePoint 2013 - Document Set Capture Version History. Does each version captured for each document set keep a copy of all the document stored in the document set?

Hi All,
We have currently encountered an issue where even though version control is turned on in a document library, changes made to the metadata of a document set is not tracked in a version history.
We have found that in order to this a user will need to manually click on the capture version history button.
With this in mind, we are concerned about the impact of this on our storage. The question we have been trying to answer is whether each document set version:
stores the change in metadata of the document set and a copy of all the documents stored in the document set
stores the change in metadata of the document set and a reference to the documents stored in the document set (making use of SharePoint 2013's shredded storage)
The reason we ask this is that if a document set version stores a copy of all the document stored in a document set, a change in one of the fields in the document set could result in the storage used to grow exponentially. e.g. if the document set contains
documents totaling 30MB, and if we have 10 versions of the document set, we could take up 300 MB in the content database for just one document set.
We have tried to some searching around Google but wasn't able to find any answers around this question. Would appreciate some assistance from anyone who has knowledge around how document set version history works.
Thanks in advance.
John

i had a long thing written out, but submit failed. suffice to say it does "2". it only stores the changes with pointers to the documents.
Christopher Webb | Microsoft Certified Master: SharePoint 2010 | Microsoft Certified Solutions Master: SharePoint Charter | Microsoft Certified Trainer| http://tealsk12.org Volunteer Teacher | http://christophermichaelwebb.com

Create a Webpart with Sharepoint Designer to see and upload documents in document set

Hello,
In a document set, we see documents in this document set and we can upload files and documents only in this document set.
Can i save this view to other sites in webPart ?
I tried to use sharepoint designer saving the dataview in a file and then import this file in other site but the result is that webpart show me the root of the library, not the document set and same for file uploads, it show me the file upload window for
the root of the library.
Thanks.

Hi,
Thanks for your answer.
Yes, i linked source site collection from SPD; I don't want to send but i want to display document set in another site.
Finaly, i found a solution but i don't know if its the best practice :
i have all my libraries in the top site to have all important documents in one site.
So i want to display a library/folder/document set in webParts to my subsites.
To do this, i create a dataview in SPD; i save this dataview in a file and import this file as webPart in my subsites.
my problem : It display the root of my library instead of within the document set. AND when i clic on "upload a document", it display the root of my library upload form instead of the document set upload form
my solution : i create a dataview in SPD; i copy/past the document set upload form link in this dataview; I save this dataview in a file and import this file as webPart in my subsite; from the webpart of my subsite, i create a view to my document set.
... should i do it for all my views ? or is there another solution ?
Thanks

Question about metadata filtering and document sets

Hello,
I have a question about the metadata filtering when using document sets.
When i use the metadata filter for example for "Installatie: P00001" it shows.
But i wan't to show only the document set and not all the documents. Is this possible OOTB?

Hi striker,
You can add the "Content Type" in Hierarchy Fields for your list, then click the "Document Set" to filter the document set type item, then you can input the "P00001" in Installatle key filter, click apply, then it should show only document set
items with field value P00001.
http://office.microsoft.com/en-001/sharepoint-help/set-up-metadata-navigation-for-a-list-or-library-HA102832523.aspx
Thanks
Daniel Yang
TechNet Community Support

Create document set using ECMA Script

Hi,
I want to create a document set in SharePoint 2010 document library where i have already included document set content type.
Is there any way to create a document set using ECMA Script?? If yes, then please provide the sample code for this...
Thanks.
-Prashant

Hi Prashant,
Although this post is aimed at SP 2013 and the App model, it should give you the object model references you need to complete your goal:
http://blogs.msdn.com/b/mittals/archive/2013/04/03/how-to-create-a-document-set-in-sharepoint-2013-using-javascript-client-side-object-model-jsom.aspx
In particular the following function should be of use:
function CreateDocumentSet() {
var ctx = new SP.ClientContext("http://yourSharePointSite");
var parentFolder;
var newDocSetName = $('#txtGetDocumentSetName').val();
var docSetContentTypeID = "0x0120D520";
var web = ctx.get_web();
var list = web.get_lists().getByTitle('DocSetLibrary');
ctx.load(list);
parentFolder = list.get_rootFolder();
ctx.load(parentFolder);
var docsetContentType = web.get_contentTypes().getById(docSetContentTypeID);
ctx.load(docsetContentType);
ctx.executeQueryAsync(function () {
var isCreated = SP.DocumentSet.DocumentSet.create(ctx, parentFolder, newDocSetName, docsetContentType.get_id());
ctx.executeQueryAsync(SuccessHandler('Document Set creation successful'), FailureHandler("Document Set creation failed"));
}, FailureHandler("Folder loading failed"));
ctx.add_requestSucceeded(function () {
$('#txtGetDocumentSetName').val('');
alert('Request Succeeded');
ctx.add_requestFailed(function (sender, args) {
alert('Request failed: ' + args.get_message());
// Failure Message Handler
function FailureHandler(message) {
return function (sender, args) {
alert(message + ": " + args.get_message());
// Success Message Handler
function SuccessHandler(message) {
return function () {
alert(message);
Keith Tuomi | Twitter: @itgroove_keith | Blog:
http://yalla.itgroove.net
Please click "Propose As Answer" if a post solves the problem or "Vote As Helpful" if a post has been useful to you.

Transfer changes from Document to the Document Set [Sharepoint bug?]

I I have Document Set, 1 Document inside and, for example,
1 general field.
Task: when I change Document I need to copy value of the general field to the Document Set.
Problem: I made Workflow on Document that calls when I change it, this Workflow copies data to the Document Set.
But it doesn't work, because when I change Document inside Document Set there are 2 events: "Document was changed" and "Document Set was changed". And the event "Document Set was changed" called first and it copies all general
fields to all documents inside. That's why when my Workflow starts, field in Document has value from Document Set not the one that user typed.
Any solutions to solve the task or problem (e.g. to increase the priority for Workflow on documents inside)?

Hi ,
According to your description, my understanding is that you want to copy the value of a field for a document inside a document set to the associated column for document set.
How did you design your workflow?
I did a test based on your description, and I used the ID (in my testing, the ID of the document set is 2)to find the associated document set, and the testAA is the column.
My workflow is:
In my testing, everything was ok. Please have a try as the above workflow, compare the result.
Best Regards,
Wendy
Wendy Li
TechNet Community Support

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.
How to reproduce the problem:
1. In Document Set (DocSet1) I have general field (Field1).
2. When I create DocSet1 item in the list, Field1 is empty.
3. In DocSet1 I create file Doc1, also with Field1.
4. Field1 in Doc1 and DocSet1 has to be synchronized (because it's general).
5. When I change Doc1 file, put some text (Text1) for Field1,
the value remains as
Text1, but in that time Field1 in DocSet1 is empty.
6. Field1 wasn't synchronized, it has different values in DocSet1 properties and in internal file Doc1.
7. I go to DocSet1 and change Field1 to Text2, now the field is synchronized
8. Field1 in DocSet1 and Doc1 is Text2.
Why does it happen?

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
Best Regards,
Eric
Eric Tao
TechNet Community Support

Document Set and WF 2013

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