Document Set issue - Missing documents

after changing meta data on a document set, all documents in the document set disappear. Is there a fix for this?

I may have found the bug. If a document set contains a group that the documents also contain and the document set permissions are removed and the group is readded, the documents disappear. Even if the documents have unique permisions and do
not inherit from the document set. The documents are now unaccessible and lost.

Similar Messages

Move Files from one document set to another document set using workflow

Hi All,
Env : SP 2013 Server - SPD 2013.
I'm trying to make a SPD Workflow that must copy a files from one Document Set to another Document set in the same library other document library
Does Someone already get success for Copy files from one Document Set to another Document set?
Thanks for your help.

Hi,
According to your post, my understanding is that you wanted to move Files from one document set to another document set using workflow.
I recommend to use the custom workflow activity Copy List Item Extended Activityto
copy files to another document set.
You can do this with codeless SharePoint Designer workflows as long as you can install the
Codeplex Custom SharePoint Designer Workflow Activities.
These activities are also built-in to SPD2013. However, you can only use the custom activities in the SharePoint 2010 Platform.
To install the custom activities, please follow the steps as below:
Download the solution file form
Useful Sharepoint Designer Custom Workflow Activities
Copy the wps file to the Disk C.
Open the SharePoint 2013 Management Shell.
Run the command: add spsolution c:\ dp.sharepoint.workflow.wsp
Open the Center Administration, click System Setting->Manage Farm Solution-> dp.sharepoint.workflow.wsp->Deploy to one or more Web Application.
Open the SharePoint designer, create SharePoint 2010 Platform workflow, add action from Custom Actions.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

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

Document numbering issue - Incorrect documents opening from Reports

We follow repetitive document numbering with different series name.
During a customised report generation, the details displayed in the report are correct, but when I click on the document number from the report, it opens a different document with the same doc number but a different series name.
I understand that this is due to the repeatitive numbering used, but is there any method by which the system opens exact document as displayed in the report.
Version - SBO 2005 B , PL 42
thanks in advance,
Avinash.

You may try to add DocEntry to see:
SELECT T1.SeriesName, T0.DocNum, T0.DocEntry,T0.DocDate, T0.CardCode, T0.CardName, T0.DocTotal,T0.Project, T0.DocStatus FROM dbo.ORDR T0 INNER JOIN dbo.NNM1 T1 ON T0.Series = T1.Series WHERE T0.DocStatus ='O' ORDER BY T0.DocDate
When you click on DocEntry (Internal Key), it should work.
Thanks,
Gordon

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

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

How to display the contents of a document set on a page?

I want to display the contents of a document set (that contains both folders and files) on a page (with the same structure as they are in the document set like folders and files). How to achieve this?
I tried content search webpart but it is of no use as it displays the flat list instead I need folders and files as they are present in the document set
I tried document set contents webpart but as it doesn't accept any connection, it is not of much use.
I will be glad if you have any pointers for me in this regard.
Regards
Kesava

Hi Kesava,
According to your description, you might want to display the content in a document set with its hierarchy.
How about using
Page Viewer Web Part to display the page of the corresponding document set? This would be a non-code solution I would recommend.
More information about Page Viewer Web Part:
https://support.office.com/en-nz/article/Page-Viewer-Web-Part-e364436c-0ec4-4819-acac-1982b3525531
Thanks
Patrick Liang
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]
Patrick Liang
TechNet Community Support

How to create a people picker type metadata in a document set?

Hi folks,
I want to create a people picker type metadata in a document
set (it has some content types and it resides inside a library).
So please help me knowing steps for creating it.
Our web application is using classic based authentication therefore I want to retrieve the names and groups in people picker column from Active Directory.
Also, the document set library for which I want to create people picker metadata did not had document set before and documents where saved directly in content types as well as the metadata that now we are making as people picker was before of type Single line
of text.
So, whether after creating it of type people picker, at the time of moving documents into document set, it will create problem? If yes,than of of what kind and how can it be resolved?
Replies will be greatly appreciated.
-Ishita

Hi,
From your description, I know you want to add a people picker column in a document set, then add this document set into a document library.
If you want to add a people picker column in a document set you should create a document set first. You can know how to create and configure a document set by referring to this article: https://support.office.com/en-us/article/Create-and-configure-a-new-Document-Set-content-type-9db6d6dc-c23a-4dcd-a359-3e4bbbc47fc1.
After creating a document set, you can follow these steps below to add a people picker column in a document set: click Site Actions -> Site Settings -> under Galleries section, Site content types -> find the content you want to add people
picker column -> under Columns section, Add from new site column -> Name and Type, enter your column name and choice Person or Group -> OK.
If you move documents into document set, it will keep the current properties. You can edit properties to change the document to another content type which is contained in the document set.
In my case, DocA is the content type of the document library, Document and DocB are content types of the document set.
If I have mis-understand, please let me know.
Best Regards

PowerShell Script for Setting the Welcome Page View of a document set

Hi,
We are using document set in the document library and we have created the separate view in the document set and it will show only particular metadata columns. We need to change from default view to another view. For this, we need to write the power shell
script and update the document set welcome page view link in the document set template. Please let me know how we can get this.
Thanks,
Mylsamy

Hey Mylsamy,
welcome page view is stored in $contenttype.XmlDocuments. Here is how you can change the view using powershell:
$web = Get-SPWeb "WEBURL"
$list = $web.Lists["LISTNAME"]
$contenttype = $list.ContentTypes["CONTENTYPENAME"]
$viewid = $list.Views["VIEWNAME"].Id
$xmldocs = $contenttype.XmlDocuments
foreach($xmldoc in $xmldocs)
if($xmldoc.Contains("WelcomePageView"))
Write-Host "XML contains WPV"
$newview = [XML] @"
<wpv:WelcomePageView xmlns:wpv="http://schemas.microsoft.com/office/documentsets/welcomepageview" ViewId="$viewid" />
$xmldocs.Delete("http://schemas.microsoft.com/office/documentsets/welcomepageview")
$xmldocs.Add($newview)
break;
$contenttype.Update($updateChildren, $false)
Write-Host "Welcome Page View updated at " $list.Title
Regards,
Alexander

Create document set by workflow based on external list

Hello,
I'm wondering if the following is possible:
I have a external list with all my projects.
Next to that i have an document library where i place all the documents about the projects in document sets. Is it possible to automatically create the document sets based on the external list?
So when a new record is created in the database (External list) it automatically creates a document set. (The document sets have an external data column which refers to the projects external data)
I was thinking of an workflow, but i don't know how to accomplish this. I'm just a beginner with SharePoint.
Kind regards,
Robbert-Jan

Hi Robbert ,
According to your description, my understanding is that you want to create a document set for an external list in SharePoint 2013.
For achieving your demand, you can refer to the article:
http://msdn.microsoft.com/en-us/library/ff394479(v=office.14).aspx
http://blogs.msdn.com/b/chandru/archive/2013/08/10/sp2013-creating-document-set-using-workflow.aspx
One thing to notice is you cannot associate workflow with External List because workflow engine cannot run on back end system.
Reference:
http://siddiq-sharepoint2010.blogspot.in/2011/12/bussniess-connectivity-services.html
Best Regards,
Eric
Eric Tao
TechNet Community Support

Connect document set with document library

Suppose you have a document set and a document library and they both have a column "PersonalID".
How is it possible to connect a document set with a document library where you only see the documents with the same value in "PersonalID"?

Hi Cameron,
I created two content types where one is the parent of the other.
I tried to use the filter but I can't choose any option. they are all greyed out.
If I want to use connection on my document set properties web part, it's impossible. "Connections" is greyed out and I can't check it in the properties of the web part. If I check the box and save it, it's unchecked when I re-edit the web part.
If I go to my list web part, I can't connect with another list, only with the image of the document set. "Send Row of Data To" > Image.
I can't use "Get filter values from"...
any tips/ideas?

Related list on Document set welcome page

Hi
I want to show a discussion list within the welcome page of a document set. I thought that i could achieve this by creating a look up coloum on the discussion list that would contain the id of the document set. Then i would add the discussion list to
the welcome page of the document set and have the property web part of the document set send the document sets id to the discussion list - and thereby filter it so that it will only show the discussions that is related to current document set! (hope anyone
understands this!)
But i am not able to do this since the property web part does not allow connections! Does anyone know a way to do this?
Thanx! :-)

You can customize the welcome page of a document set and add other web parts to it. I did this once to achieve something similar to what you're after, but the user ended up finding it too complicated. It was to display a list of related documents below the
properties of the document set, so I had a list containing the related documents and the ID of the document set to which they were related. The web part on the document set welcome page could then filter by that ID. But the user found it too hard to maintain
the list of relationships, so I no longer have a working example.
Tom
SharePoint Systems Officer, Capital Regional District, BC, Canada

Error Creating Document Set in a Custom Sandboxed Action

I created a custom workflow sandboxed action, and one of the lines is required to create a new document set in a document library.
The code works when i run it in a console application. The document set is created successfully.
However, it doesn't in the workflow. Sadly since i am lost about how on earth it is to debug my custom action, all i get is error and nothing specifically.
i have been on this for over 10 hours now.
I would appreciate your help.
Thanks

Hi Anjorin,
The DocumentSet class is not available in Sandbox.
You have to create a Farm solution.
If the class is available in sandbox class, you will find the description below in SDK.
Available in Sandboxed Solutions: Yes
http://msdn.microsoft.com/en-us/library/microsoft.office.documentmanagement.documentsets.documentset.aspx

Is it possible to find out if a certain type of document is available inside a document-set by the help of workflows?

Is it possible to find out if a certain type of document is available inside a document-set by the help of workflows?

Hi,
According to your post, my understanding is that you wanted to find out if a certain type of document is available inside a document-set.
Per my knowleadge, there is no out of the box way to accomplish this with SharePoint Designer Workflow.
To find the content type inside a document-set, there are two methods:
First, open a document set, click “New Document” option, then you can find the available content type in the document set.
Second, open the document set content type, open Document Set Settings Page, then you can see the available content type.
More information:
What is Document Sets in SharePoint 2010?
Best Regards,
Linda Li
Linda Li
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.
Have a custom Master page that has a navigation banner (built with HTML/CSS/javascript). The site has it applied successfully to the "Site Master Page" but when I also apply it to the "System Master Page", the libraries that have
Document Set type content do not show the files within. We'd like to be successful in applying to the "System Master Page" as that allows the banner to show when an actual library is accessed. Any suggestions, please?

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!).
Just fyi, what I've ended up with for now is pulling my custom master page out of the system and using the Alternate CSS URL to add my custom CSS to the Seattle master page on the sites. As I thought about all this, I decided I didn't want to leave the breakable
custom page out there for some unsuspecting site manager to accidentally pick and get everyone screaming about the broken sites.
Thanks again,
Steven

Document Set issue - Missing documents

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