Document set items properties

Hi
I have a document set with properties Type, name , modified and modified by . I want to include additional properties in document set content items .Is there a way to change the properties , or hide some properties from document
set .How do i do that?
ex
i e add more properties in document set contents as it inherits from document set
Thanks in advance
nain1987

Click Library settings on the ribbon, and within that click the Document Set Content Type.
The next page you'll see has an option called Document Set Settings.
Here you can specify properties for the document set itself, plus which are inherited by the items in the document set.
If you want items to have properties independent of the document set, add those in the library settings page.
If you want to change what is displayed, change the Views for the library or those views used by the document set.
w: http://www.the-north.com/sharepoint | t: @JMcAllisterCH | YouTube: http://www.youtube.com/user/JamieMcAllisterMVP

Similar Messages

Document set items Version history

Hi,
I'm trying to to retrieve document set version history. here i need to retrieve all modified versions of a document in document set ? Can any body help?
I have tried but didnt find anyway .. how to get version history of a document in document set.
Thanks in advance.
SPSite site = SPContext.Current.Site;
SPWeb web = site.OpenWeb();
string ver = web.Url + "/" + sharedDocs;
//Get the selected document
SPListItem listItem = SPContext.Current.Web.Lists["Contract Documents"].GetItemById(99);
if (listItem.FileSystemObjectType == SPFileSystemObjectType.Folder)
//Get the folder
SPFolder myFolder = listItem.Folder;
//Make sure the folder has items
if (myFolder.ItemCount > 0)
//For each item get the document name
foreach (SPFile item in myFolder.Files)
string name = item.Name;
foreach (SPListItem vh in myFolder.Files)
SPListItemVersionCollection coll = vh.Versions;
foreach (SPListItemVersion version in coll)
var VersionLabel =version.VersionLabel;

No Jenkis,, No thats my fault.. I forgot to add code below.
And I have tried the below code which is fine getting versions but it is not retrieving current version.
My case, i have a document with versions 1.0, 1.1 but here
filecollection.Count is showing 1. that is 1.0 version. Is any other way to get current version?
SPSite site = SPContext.Current.Site;
SPWeb web = site.OpenWeb();
//Get the selected document
SPListItem listItem = SPContext.Current.Web.Lists["Contract Documents"].GetItemById(99);
if (listItem.FileSystemObjectType == SPFileSystemObjectType.Folder)
//Get the folder
SPFolder myFolder = listItem.Folder;
//Make sure the folder has items
if (myFolder.ItemCount > 0)
//For each item get the document name
foreach (SPFile item in myFolder.Files)
string name = item.Name;
SPFileVersionCollection filecollection = item.Versions;
if (filecollection.Count > 0)
foreach (SPFileVersion v in filecollection)
var VersionLabel =v.VersionLabel;
Thanks in advance.

DTW - setting item properties

Hello,
I've been trying to get this to work and I think I have tried most of the obvious options. I'm trying to set an item property (QryGroup1) in the OITM table and the DTW is giving me an error no matter what I try. So here's what I've done and hopefully someone can point me in a new direction.
In my template (Items.xlt), in the Properties1 field (which I'm almost positive maps to the QryGroup1 field in the table), I have tried inputting "Y", "Yes", "1", and "tYes". None of those have worked. I've also tried changing the template column header to 'QryGroup1' just for the heck of it. The error I've gotten is " '' is not a valid value for field 'QryGroup1'. The valid values are: 'Y' - 'Yes', 'N' - 'No'Application-defined or object-defined erroroItems". I don't know really what else to do since I've already tried the values it has suggested to me with no luck. It's just weird that it doesn't even include what I have in my template in the error message either (it just puts a blank in as the invalid value).
That's pretty much it. I'm hoping that somebody out there knows what's going on. I have a little over 1300 items to flag this property on and would rather not do it manually. I figured this would be pretty straightforward to do (since all of my other times using DTW have worked fine) but obviously not. I'm using SBO 2005A SP1 PL31, DTW version 2005.0.17, API version 6.80.319 (this is from inside DTW).
Thanks in advance for any help,
Brent McDonell

Hi Gordon,
That worked. I didn't think the field was case-sensitive. So I had tried it as 'tYes' and not 'tYES' (which is why it didn't work initially). I definitely do think I was making it harder on myself now that I know it was just a problem with upper-case vs. lower-case. Thank you very much for your help.
Brent

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

Display Document Set Columns Within The Document Set

Hello all! Hopefully you all can let me know if the idea I have in my head is possible:
Background: I have a Document Library with a custom made Document Set that has about 15 columns. The way I initially designed this, I left about 10 of the fields as "Hidden" because we didn't want the user to fill out that information
when creating a Document Set. That information would be completed in the next step through a Workflow. The Document Set Welcome Page has been left pretty much untouched with the usual web parts for Document Set Properties and the view of the items within the
Document Set.
Question: What I would like to know is...would it be possible to display those Document Set fields within the Document Set itself? At the moment, if I try to add another Document Library web part and view it, the information web part is
empty, or it contains information about one of the items within the Document Set.
Simplified Structure of Document Set:
Name (required)
Fiscal Year (Required)
Total Cost (Required)
Approval Date (Hidden)
Requisition # (Hidden)
Team Members (Hidden)
Reminder Date (Hidden)
User creates a new Document Set, fills out the information, and saves (this triggers a background workflow that approves the Document Set). After approval, a new workflow is started to provide the information for the Hidden fields (and also schedules a reminder
for that Reminder date.)
The goal would be to display those Hidden fields in another web part on the page. Right now, I have users going back up to the main level of the Document Library to look at a view that contains those fields.
Hopefully I haven't confused you all too much! Please let me know if my idea is possible and any resources you might have!
Thanks!
Toni
Toni Marie

Here is the approach to read document set columns and assign to other webparts:
for each document set you can find the id when you clicking on the document set or navigating to the welcome page,
using this id read query string and the associated item column values and assign to otherwebpart .
Reference code:
//page_load for other webpart read the query string of welcome page
if (Page.Request.QueryString["ID"] != null)
                ID = Convert.ToInt32(Page.Request.QueryString["ID"]);
                if (itemID > 0)
                    GetDocumentSetItem(ID , site);
protected void GetDocumentSetItem(int itemid, SPSite sSiteUrl)
            SPSite site = sSiteUrl;
            SPWeb web = site.OpenWeb();
            SPList list = web.Lists.TryGetList("DocumentlibraryName"); //where documentset content type attached
            SPListItemCollection items = list.GetItems();
            SPListItem item = null;
            if (itemid > 0)
                item = list.Items.GetItemById(itemID);//getting the current item
   //read the document set item column values and assign it other webpart controls ,
                txtDocsetidname.Text = Convert.ToString(item["FileLeafRef"]);
                txtDocsetid.Text = Convert.ToString(item["hiddenfield"]);
In the welcome page I have placed button to load webpart ,while loading the webpart I am reading the query string assigning the values to otherwebparts.
G1

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);
DocumentSet ds = DocumentSet.GetDocumentSet(list.GetItemById(docSet.Item.ID).Folder);
ds.Item.Name = ds.Item.Name + ds.Item.ID.ToString();
The problem is that I cannot update Document Set name.
What do I miss?

Please check the below article
http://sharepoint.stackexchange.com/questions/14661/rename-document-set-through-code
set.Item[SPBuiltInFieldId.Title] = newDsName;
set.Item.Update(); //or SystemUpdate(false)

SharePoint Document Set Version Extension

Before reading further, please note this is not a simple 'how do I enable versioning' and, as far as I can tell, nothing similar has been asked before...
Instead I am looking for any solutions (3rd party or OOTB) or novel suggestions for an extension to document set versions so that users are presented with a friendlier user interface than the default version history dialogue that we all know and love.
This is a very specific request from a senior stakeholder at my company who requires the highlighting/comparison of document set versions in which we are already displaying a custom ASPX page of properties and lookups against other data in the site. The
user has previously used (and most likely prefers) the Atlassian Confluence offering (https://www.atlassian.com/software/confluence) which provides such functionality.
So far I have explored the following no code solutions:
Allowing users to track their own changes through Word and then uploading the document to the correct document set. This is not an option due to the number of clicks users have to navigate through and the loss of centralised tracking etc. through the doc
set properties
Providing users with the ability to mark their changes in the document set with rich text highlighting (has to be enabled through SPD for document sets) which was initially promising but places the reliance on users to remember to highlight changes correctly.
I have also noticed a frustrating feature with version control which, in the history dialogue box, properties with a large number of characters (we have extended most fields to be greater than 250 - I know this is probably not recommended but needed to be
done) are clipped so that the entire field is not visible. Through PowerShell I can see that the values are fully stored in the Snapshot Collection for each document set.
Currently, I am working on the assumption that this is the only way to access version history and a custom server side solution (CSOM doesn't seem to expose these properties) will be the only option going forward. Ideally a no-code option (especially not
server side) would be preferable so reaching out to you wonderful experts for some insights.
Really appreciate any responses...

Hi,
Based on your description, my understanding is that you want to make the Document Set Version history with a friendlier user interface than the default version history dialogue.
SharePoint seems to only expose the Document Set's metadata version in the "Version" column. I call this the metadata version because this will only increase if you make changes to the document set's properties, and not if you update the documents
inside. This is what I mean by metadata version.
In the Document Set Version history, the first column displayed is No. This is not the regular version column of the library, but a totally different one. When creating a document set version the version column of the library doesn’t change,
only the No value.
The version(s) of a document set are stored in the propertybag of the item itself.
Take a look at this article about how to retrieve document set version history:
http://www.itidea.nl/index.php/how-to-retrieve-document-set-version-history/
Best Regards,
Lisa Chen
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]
Lisa Chen
TechNet Community Support

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

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
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

Create Document Sets with Javascript COM - Sharepoint 2010

I am trying to work out if it's possible to create Document Sets in a list using the Javascript COM.
If it is possible does anyone have an example of how to do it. I am using Sharepoint 2010.
Many thanks.

Hi,
after long seeking I found this solution:
SPController.prototype.createTestDocumentSet = function(){
if(this.clientContext === null) {
alert("Share Point couldn't be loaded.");
return false;
var item = null;
var oList = this.clientContext.get_web().get_lists().getByTitle('ListName');
this.clientContext.load(oList);
var itemCreateInfo = new SP.ListItemCreationInformation();
itemCreateInfo.set_underlyingObjectType(SP.FileSystemObjectType.folder);
itemCreateInfo.set_leafName('Haliluja Doc Set');
item = oList.addItem(itemCreateInfo);
item.set_item("ContentTypeId", "0x0120D520");
//item.set_item('ContentType', 'Document Set');
item.set_item('Title', 'Haliluja Doc Set');
item.update();
this.clientContext.load(item);
this.clientContext.executeQueryAsync(function(){console.log("doc set created!");}, function(sender,args){console.log("keep working... "+args.get_message());});

How to upload a document with values related to document properties in to document set at same time using Javascript object model

Hi,
Problem Description: Need to upload a document with values related to document properties using custom form in to document set using JavaScript Object Model.
Kindly let me know any solutions.
Thanks
Razvi444

The following code shows how to use REST/Ajax to upload a document to a document set.
function uploadToDocumentSet(filename, content) {
appweburl = decodeURIComponent(getQueryStringParameter('SPAppWebUrl'));
hostweburl = decodeURIComponent(getQueryStringParameter('SPHostUrl'));
var restSource = appweburl +
"/_api/SP.AppContextSite(@target)/web/GetFolderByServerRelativeUrl('/restdocuments/testds')/files/add(url='" + filename + "',overwrite=true)?@target='" + hostweburl + "'";
var dfd = $.Deferred();
$.ajax(
'url': restSource,
'method': 'POST',
'data': content,
processData: false,
timeout:1000000,
'headers': {
'accept': 'application/json;odata=verbose',
'X-RequestDigest': $('#__REQUESTDIGEST').val(),
"content-length": content.byteLength
'success': function (data) {
var d = data;
dfd.resolve(d);
'error': function (err,textStatus,errorThrown) {
dfd.reject(err);
return dfd;
Then when this code returns you can use the following to update the metadata of the new document.
function updateMetadataNoVersion(fileUrl) {
appweburl = decodeURIComponent(getQueryStringParameter('SPAppWebUrl'));
hostweburl = decodeURIComponent(getQueryStringParameter('SPHostUrl'));
var restSource = appweburl +
"/_api/SP.AppContextSite(@target)/web/GetFolderByServerRelativeUrl('/restdocuments/testds')/files/getbyurl(url='" + fileUrl + "')/listitemallfields/validateupdatelistitem?@target='" + hostweburl + "'";
var dfd = $.Deferred();
$.ajax(
'url': restSource,
'method': 'POST',
'data': JSON.stringify({
'formValues': [
'__metadata': { 'type': 'SP.ListItemFormUpdateValue' },
'FieldName': 'Title',
'FieldValue': 'My Title2'
'bNewDocumentUpdate': true,
'checkInComment': ''
'headers': {
'accept': 'application/json;odata=verbose',
'content-type': 'application/json;odata=verbose',
'X-RequestDigest': $('#__REQUESTDIGEST').val()
'success': function (data) {
var d = data;
dfd.resolve(d);
'error': function (err) {
dfd.reject(err);
return dfd;
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How to change content type from Document set to Item

While creating content type I've selected Item as a parent but after created I can see its showing Document Set as a parent content type. Now can anyone please suggest if possible I can change the parent content type from Document Set to Item.

Hi,
From your description, I know you want to change content type’s parent after creating it.
There is no OOB method to change content type’s parent after you create it. If current content type has not been used, you could delete it and recreate it with your desired base type. Here are similar cases:
http://sharepoint.stackexchange.com/questions/16131/change-base-content-type-of-content-type
https://social.technet.microsoft.com/Forums/sharepoint/en-US/b976f17e-99b5-42bb-bc82-8d4123a625cf/change-the-parent-of-a-content-type.
This article may help you understand the relationship of Content type inheritance:
https://support.office.com/en-au/article/Create-and-edit-content-types-3d5d45af-608d-4183-8d51-073095fe0312#__toc239159103.
Best Regards
Vincent Han
TechNet Community Support

Flat view to hide items in Document Sets

I had a document library with custom property 'category' and made views to filter contents by category. Those views are 'flat' views because the library has subfolders but I want to show all items of a specific category.
Now, I want to enable this libary to store document sets. I have uploaded a document set like below:
Library
- Folder1 (open for everyone)
   - Document1-1 (category x)
   - Document1-2 (category y)
- Folder2 (access is limited)
   - Document2-1 (category x)
   - Document Set1 (category x)
     - Document2-2 (category x)
     - Document2-3 (category x)
When I opened my view for 'category x', what I saw was:
Document1-1
Document2-1
Document Set1
Document2-2
Document2-3
But I dont't want Document2-2 and 2-3 to show up. Any ideas?
I can't give up using Folder1 and Folder2 because they have different access permission. Otherwise, I have to set access permssion file by file. By using Folder1 and 2, priviledged users can see Document 1-1, 2-1, and Document Set1, while normal users can
only see Document1-1.
Any suggestion is greatly appreciated.

Hi kaz,
For the same document content type, if you want to only filter the document items outside the Document Set but not the document items inside the Document Set, this needs one column value to differentiate them for the new custom list view filter condition,
so the approach you have figured out is a good solution (to me).
Thanks
Daniel Yang
TechNet Community Support

SDK: set value to "Item Properties" option when item creation.

I need a massive update into item master data.I need to set the Item Properties (at table: OITG) into each item.
In the DI API ,Can I do it ?

Hi,
You can use the Item´s Properties property. Somekind like:
oItem.Properties(i)= tYES
Regards,
Ibai Peñ

Creating Items and setting the properties programtically

Hi ,
Can any one provide me some details of how to create item programatically and setting its properties.
Ex: I have to create a message choice
set its id, picklist view definition ,picklist display attribute, picklist value attribute, prompt, action type and event
Regards,
Krishna

Hi Krishna,
OAMessageChoiceBean abc = (OAMessageChoiceBean) createWebBean
(pageContext, MESSAGE_CHOICE_BEAN);
abc.setPickListViewUsageName("ListVO");
abc.setListValueAttribute(" ");
abc.setListDisplayAttribute(" " );
abc.setID("ID");
this wl help u I guess..
for more details Refer JDev Guide.

Document set items properties

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