Document Set with mysteriously disappearing files

I am having issues trying to figure out what is wrong with my
document set. It is inside of an approval library and I had just approved all
the items within the set as well as the set itself. Then when I came back to the
set later, all the items were missing. I could see them while looking through
the explorer view but not in sharepoint.
Any idea what the issue here is?

Hello,
Can you verify if there is any custom view on your SharePoint library which is preventing the Documents to be excluded after approval?
Thanks & Regards,
Kamlesh | Blog |
Twitter | Posting is provided "AS IS" with no warranties, and confers no rights.

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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.
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Create Document Set with custom Create Only permission set

Here is the situation. We have a requirement where my customer wants to create document sets, however, document set/document level permissions are required.
Setup: We created a new permission level called "Create Only". We then give the user Read and Create only permissions. This allows the user to theoretically create the item. We then run a Workflow on create that Replaces the permissions so that
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Hi,
According to your description, my understanding is that you want to know if there is an actual requirement to have EDIT permissions when creating a Document Set and is there a way to setup permissions on a library for all NT Authenticated users and prevent
them from seeing items created by others.
For the first question, per my knowledge, if a user is given the Add Items permission, he/she can create a document set in SharePoint.
However, there is an error “access denied” after the document set is created. It is due to the user has no permission to access the page which SharePoint will redirect the user to after finishing creating the document set.
If the user is also given Edit Items permission, there will be no error when he/she create a document set.
For the second question, I recommend to follow the link below to
customize item permissions for each document submitted to a document library and remember to give the
NT Authenticated users contribute permission.
http://blogs.technet.com/b/spke/archive/2010/04/09/configure-item-level-permissions-for-document-libraries-sharepoint-2010-edition.aspx
To grant permission to NT Authenticated users, please refer to the link below:
http://office.microsoft.com/en-in/sharepoint-server-help/what-happened-to-add-all-authenticated-users-HA101805183.aspx
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Document set with XMLP

Hi,
Can someone tell me if that document from Metalink is still valide : Note:337660.1
"Subject: Using XML Publisher Program To Automatically Run Shipping Report
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"The functionality to support the XML Publisher program to automatically run shipping report as a part of
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Patrick

I'll try and get confirmation but as far as I know its going to be an R12 feature. You could build it yourself using the PDF bookbinder APIs.
Regards, Tim

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.
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Hi,
after long seeking I found this solution:
SPController.prototype.createTestDocumentSet = function(){
if(this.clientContext === null) {
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return false;
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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
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... should i do it for all my views ? or is there another solution ?
Thanks

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
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Hi,
According to your post, my understanding is that you wanted to create document set along with managed metadata fields.
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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
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Jason Guo
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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
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Patrick Liang
Forum Support
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contact [email protected]
Patrick Liang
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.
I recommend to create a hyperlink type column and format URL as picture to show the images in documents set.
Thanks,
Victoria
Forum Support
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[email protected]
Victoria Xia
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

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.
Step 2 :
I create another Document Set (lets call this one docset Z), and add a value inside field A and field B.
Again, 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 a value in the field B and in the field A.
Conclusion
So it seems that the propagation of field B depends on if there is a value inside field A.
It does not make sense.
Any ideas ?

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
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[email protected]

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.

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

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

SPD Workflow:
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
3. As it is a List workflow i.e., Custom List is associated to Workflow but I need to upload a document set as a List item
4. When ever user creates a New List Item, Initiation page should allow him to attach multiple documents, while uploading first document into list from Intiation page, it should create a unique document set with a sequence number and other documents
should be added in the same document set & that document set should be attached to list item.
5. Action from Email should reflect the workflow approval.
/*below point is not Important to achieve in SPD*/
6. I would like to create a separate List or New List after 1000 document sets are uploaded to workflow list & workflow should be associated automatically when a New List is created
*I know how to achieve It from server or client side coding..
suggest optimized way to achieve above points in SPD 2013 & OOB only?
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 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 with mysteriously disappearing files

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